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Well ... here we are through the first week of and April and not a peep. Crickets. I don't think they would bother retesting it if they didn't think the re-engineering / retrofit would bring about some value added results. But it needs to go perfect at this point.
FACT ... this is not a strong buy. It's a hold. Anyone selling now is just wasting their time. No one cares about other investments avenues QSEP may be attempting to keep the sheets positive and the company a float. Either this AOT spins straw into gold and we all win big, or we all lose. Anything else is bushleague. But buying more now? What's the point. I own enough to retire if this thing takes off. It's time for Bigger to put up, or shut up.
There are so many miles of pipeline to use this on, Keystone isn't a make or break for them. It's almost a moot point IF it works as well as they say it works. And there's plenty of existing pipelines to put it on.
I haven't had a chance to read it, but saw it come in this morning. Will make sure I read it CAREFULLY before asking any questions lol. It looked rather long so I am hoping there some substantially relevant good news in there.
Did you hear that up to 750K Tinder users worldwide may have pubic lice? New feature or not ... that's not good news.
I guess my question was more generated to stimulate conversation on upfront cost of outfitting an entire oil line. We can see the cost savings analysis ... but what's the initial upfront cost. Regardless of customization .... what can companies expect to shell out.
So the savings is PER pump station. That's all you had to say JO. Sorry I read this late last night. In any event, the savings per station very drastically. It will be interesting to see what happens.
Ok. So let's say I own a 1000 mile pipeline. Do I need one of these units every 10 miles? Let's just say yes for arguments sake and simple math. So that means I need 100 units for this pipeline alone. Now let's say each unit costs 1 million dollars. Probably more ... but who knows. That makes 100 million dollars. If it takes 4 months to see a 1 million return, it will take 400 months to get my money back. That's over 33 years. And not taking into account any maintenance, etc. Unless this thing is bullet proof ... no one and I mean NO ONE is going to pull the trigger and risk it. Especially with oil at these prices. That's just my gut feeling. Is my math correct?
My question is this (and it's for the masses). In yesterday's information it said it would cost around $13 to transport one barrel of oil with the additives. How much is it going to cost to transport it using the AOT? Now before you say at a fraction of the cost ... I mean taking into account the initial investment of implementing the AOT on an ENTIRE pipeline AND taking into account scheduled maintenance. I am sure there is some to be considered. I know outfitting the pipeline with this equipment is a one time investment, but it still has to be considered. How long would it take for a company to see a return on this kind of investment?
Crickets ...
I wouldn't get too excited. Nearly a month and a half ago we finally broke the .20's for the first time in eons. But there was no explanation for the sudden interest or increase in the pps. There was no material event. It was just a blip on the proverbial screen. And in the end it wasn't sustained, and we started the deep dark descent to record new lows. I wouldn't get to excited just yet. I am not a basher. Just a realist, and we need some REAL news. And please ... for the love of god, do NOT repost any of the PRs from the past 6 months. I am smart enough to read the lines, and grounded enough to read between the lines. We need real news.
At these low prices you should be able to triple it. Maybe quadruple it when it hits. 05.
Does anyone remember when this thing was trading in the low .50's, breaking low .60s ... and 3...2...1...Zero was posting those dated videos (using those newspaper headlines) of the great AOT working away? What ever happened to him? And how long was the AOT tested for? From what I remember about those videos ... he made it seam as if the AOT was testing and operating well past it's due date.
When they sell one, then we can talk about success in selling them.
Snoop ... now that the price of oil is literally in the gutter ($27 per barrel and dropping / Iran sanctions lifted flooding an already over supplied commodity / etc.) ... is this technology even affordable at this stage of the game? I know producers are going to try and cut costs, but at what price. Is this going to be priced out?
Good time to buy. That's for damn sure.
Wow. What a deal. I thought sub 4 was good. Patience is a virtue lol.
I wouldn't buy JUST yet. But we are getting there.
This is by far the worst letter yet. Everything is just on the other side of the rainbow ... we hope ... where ever and when ever that is. Hopefully this is our year.
So how did the 8-k read? I am tied up ... can someone give a brief synopsis in 2 sentences or less. Go.
That was a hell of a year end purchase of 1.4 million. Are people expecting great things out of the gate Monday?
What a way to end the week. I hope any more good news isn't as warmly received. There's always next year. Thank god its right around the corner.
If you use / follow Seeking Alpha there seems to be a lot of positive buzz and trend about GERN. Crossing my fingers this is a good week with more good news to follow.
Any news on yesterday's meeting?
First to post anyways lol. I will give you that.
I wouldn't draw the cart before the horse. It sounds like there will be analysis to determine IF the equipment will be of benefit, in HOPES of a permanent installation. Nothing more.
Well apparently there's a FEW gamblers willing to play today.
Apparently a lot of other people can't either.
A $hit storm maybe.
At these prices ... shares should be scooped up ... if even just by the supporting group here. Makes you scratch your head that they are not.
Now THAT was a good Sunday Morning read.
This place ...
Is like a ghost town today. April 1st shenanigans, the calm before the storm ... Not quite sure what it is, but it is eerily quiet.
Is 4.25 the new 2.80. Lol. Didn't take long for this to get over 4 and stay there.
Did anyone else notice that the entire layout of this page had changed? When did that go down ...
Constrained ~> severely restrict the scope, extent, or activity of.
"agricultural development is considerably constrained by climate"
synonyms: restrict, limit, curb, check, restrain, contain, rein in, hold back, keep down
"prices were constrained by government controls"
You say potato ... It doesn't have to say "could be better". Anyone who knows what constrained means knows that if something is held back ... it could do better.
Just out of curiosity ... As a shareholder, I was just curious as to how many stocks some of you are holding in STWA. If you care to share ... great. If not, that's cool too. Was just curious.
Mr_Sano ... I don't see much difference in the paragraph to which you referenced, other than the portion about how greater results could be achieved in the future. That leads one to believe that initial results are good, future results will be B E T T E R. It doesn't get any clearer than that. If anything, by referencing the full article, you are only furthering the point that A. it works. B. IT WILL WORK BETTER IN THE FUTURE. I won't lie, when I first jumped on board, I shit when I dug deep into the history of the company. However, everyone has skeletons ... I bet even you do Mr_Sano. Should we judge the person you are today based upon your past? I thought not. Is this a risky investment? YUP. But ... Technically, they all are. But we are at the base level of something great. So the potential reward certainly outweighs the risks I think. Only time will tell.
This is true ... however, it DOES represent opportunity.
Well THAT sucks. One f ing vote? F me.
If it IS true ... that the AOT is still HOOKED UP AND RUNNING, that can ONLY mean GOOD things.
Let's face it ... NO ONE, and I mean no one, becomes a multi billion dollar company, tries out a new technology, and then continues to use it AFTER the lease has expired ... if it's not doing anything positive. Do you honestly think Transcanada ... with all of their engineers (some of whom helped INSTALL the AOT) would keep the unit hooked up to their pipeline if it were a complete failure, costing them money, and or causing more harm than good to their system? Shit no.
The fact of the matter is ... EVEN IF they don't know where it's going next, don't you think they would have the where with all to say ... hey, this thing failed, it's causing more harm than good, let's BYPASS that AOT. Then they might say ... we KNOW IT HAS TO BE RETURNED, free of any oil and debris ... so let's start breaking it down, and start cleaning, labelling, and packing up all the pieces.
WHILE YOU GUYS ARE DOING THAT, let's have Judy or Jamie or Kurt, or who ever the hell is in charge of talking with STWA, figure out where they want this unit shipped next, and by the time they have figured that out, it will be ready to go. Because that's how billion dollar companies work. They use some forethought, save money, take care of their equipment, and MULTITASK.
Anyone who thinks otherwise, is basically saying ... Transcend has no idea how to get things done, they could care less about their equipment, they love throwing money out the door, and their engineering staff is incapable of taking critical steps to remedy this situation.
I also love the argument ... I have no idea why the equipment is still hooked up.
Really Einstein? If YOU were in charge, what is the ONLY REASON IN THE WORLD you would leave the AOT hooked up to a multimillion dollar pipeline, after the lease has expired. If you can come up with anything other than ... it works, or it helps, or it's doing something positive ... this, I would LOVE to hear.