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I don't know why I'm not worried. But I know why they are. They're all line up like ducks before a firing squad. Something's gonna happen in the next 3 months. Thank you and best regards,
Flubug, although you mean that something positive may happen, you are maybe to pessimistic regarding the funds. Gregg has a background in banking. He has been working on bank financing during this year. The last major announcement was the appointment of a merchant bank. In his shareholder update he says the "we" are confident that the facilities are available from the bank..... That is his plan. And yes he acquisition is the most likely. But if he was not confident that he had the cash the directors of a public company would have to consider the company insolvent and act accordingly. So it is clear that he has the funds.
1st step : M&A announcement
2nd step : Nasdaq uplist
3rd step : commercialization of AOT and JH
Well your motives are under NDA, and you know that NDAs always bring speculation lol
Who would have thought that there would be so much subtility in tree-shaking... hahaha
Wrong PBL
That will round up my portfolio :
Filled Buy 8750 QSEP Limit 0.26 -- -- 13:04:43 10/14/15
Filled Buy 1250 QSEP Limit 0.26 -- -- 13:04:35 10/14/15
I think though that the presence of billionaires is a confirmation of the potential value inside the company.
ouch ! 200,000 shares in 1 shot lol
Can't resist those prices !
Filled Buy 10000 QSEP Limit 0.258 -- -- 12:20:22 10/13/15
His motives are covered by an NDA....
haha well done, do you have a cristal ball. I have since my last buy this morning 230,000 shares and have never sold one. Only regret is buying higher than the present price. So I just have 1.5 thousandth of the company. good try though.
Still shopping, I have a feeling of a good future lol!
Filled Buy 10000 QSEP Limit 0.29 -- -- 12:04:26 10/12/15
come on scare rabbits please sell me your shares !
Am trying to buy 10,000 shares. Apparently they are hard to find lol, just got 5,000 shares after 15 minutes.
Open: Part. Filled Buy
QSEP
Limit Stop Market Stop Limit Mar
Filled Buy 2500 QSEP Limit 0.2469 -- -- 13:19:18 10/09/15
Filled Buy 2500 QSEP Limit 0.246
You say it better than I. Some should calm down and not balk at the obvious, and see the not so obvious.
This is a second degree message to say that everything is going well with QSEP.
I hope/think that management does not want to have again false starts for the pps and is aiming at building a solid foundation involving an Acquisition + Pipeline equipment + Nasdaq.
Woaw, the velocity is unchanged when going into a section even though the section has been multiplied by 4 !!!
It is precisely because the liquid is incompressible that the velocity has to be divided by 4 in this section (or in the 4 vessels AOT).
Do you really want to continue this debate ?
Sano, re your quotes below,
your high school physics did teach you (?) that when you divert a flow from a given diameter pipeline to four parallel pipes of the same diameter (4 AOT vessels), even if the speed in each vessel is divided by 4 by the right angle, (which would be highly improbable), the speed of the flow going back into the pipeline would be unchanged compared to the original speed.
So this is one more scary pseudo scientific high school observation that is totally null.
too bad you have not shorted the stock given your valuing talent...
Sano, are you suggesting there is real value in QSEP and some are trying to steal it ?
it's ironic that the release of a PR with quite a few important informations is having some complainipants lament about "secrecy"....
each time a stock has taken off, it is always after most people ignored it or thought it was all conjecture
Trying to get some valuation from the latest PR figures …
This PR confirms the viscosity reduction at scale : 20 to 25%, in a preliminary study for a major Persian gulf pipeline, that surely derives from the field testing made on pipelines covered by NDAs, that thus cannot be named.
Quote : - Generate a gross benefit for the operator of $560,000-$700,000 per month, or $6.7-$8.4 million annually, assuming a 20-25% decrease in viscosity. Unquote
There is an almost direct proportionality between viscosity reduction and flow increase. I thought it useful to remind this scientific fact. This can be verified here with the ratio 25%/20% = 500,000 barrels/400,000 barrels = 1.25
Let’s take 20% viscosity reduction and 400,000 barrels a month of flow increase. That puts this gulf pipeline initial capacity at 400,000/20% = 2 Million barrel a month or 67,000 barrels a day.
This is much smaller (7 times ?) than the TC pipeline, and such capacity would be handled with a series of 1 AOTs and no skids of four (let’s take this opportunity to remind that the scale of the TC test was the most challenging that could be made : enormous flow and skid of four AOTs) .
Due to the toll fare of 2-3$ taken, the length of this pipeline should be smaller than TC at maybe 800 miles. So you would need 16 AOTs here, if the viscosity reduction effect lasts 50 miles (or 11 hours).
In a scenario A where the customer buys 16 AOT at 1 million USD/unit, that’s a ROI of 6.7M$/16M$ = 41%, but let’s say 35% if we take out some operating costs (although most operating costs have already been netted out, see below).
In a scenario B where STWA … oops QSEP rents out at 15,000 USD/month (or 180,000 USD/year which is a reasonable 18% of the acquisition cost) per AOT, QSEP would have a revenue of 2.88 MUSD/year on this pipeline. If you divide this by 12 x 400,000 barrels a month, that gives 60 cents per barrel for QSEP.
So for each barrel, QSEP take 60 cents and the pipeline gets a net profit of 1.4 $.
In case you have not noticed, the quotes below shows that the pipeline gets 6.7 Million $/400,000/12 = 1.4 USD per barrel, which means that the difference with the toll fee of 2$ , that is 60 cents is taken by QSEP.
Quote : suggests that AOT can decrease crude oil viscosity by 20-25%, thereby increasing pipeline capacity by 400,000-500,000 barrels per month ////
Typical rates or tariff fees charged by global pipeline operators range from approximately $2.00-$3.00 per barrel. A projected 20-25% decrease in viscosity provided by AOT would lead to gross benefit for the operator of $560,000-$700,000 per month, or $6.7-$8.4 million annually. UNQUOTE
We can then conclude that in this latest model taken by QSEP, the profit is divided between the customer and QSEP in the ratio 70%/30%. Of course, if the toll fee is higher, the revenue for the pipeline and QSEP is even better.
2.88 Millions USD revenue per year for 1 pipeline could translate in 2 M$ earnings. 10 pipelines would give 20 M$ earnings/year. P/E of 30 gives a valuation of 3$ per share.
Of course if you take 50 pipelines + Joule system, the pps would be around 20 $.
I agree. It is not a magic white pipe with a simple power problem to solve. It is a complex piece of technology (dynamic sweet spot depending on flow and oil type) that is being progressively perfected, after science have been proven.
That's what you said :
I am impressed by the precision and confidence and feeling of imminence in Gregg's words.
don't let 0.5% of the shareholders dictate to you what this company is worth, use your brains and hold on for a few more weeks ....
it's a good thing that they don't prop up the price by buying 1 or 2 million shares, which they could easily do, but build the foundation for recognition by funds and general public.
strategic thinking, not linear ...
sounds like they want to control the fabrication process too ....
point to the benefits of reducing pression by reducing viscosity
I am extremely confident about what will happen in Q3. The side meetings in Maui of all the management, the latest hirings, all point to first contracts in Q3.
certainly because KMI takes the AOT seriously, this is all good !
I agree Sano. Never drive a car, there could an accident ....