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some thoughts Jaymark
Evidently, I am not a stockbroker nor do I possess any
great knowledge of the markets and its techniques : I needed a while to understand the shorting game.
As a general rule, a share price is properly meaningful only once a company is up and trading : only then can the s.p. respond to good news or to events and to conditions in general.
We are not there yet. Where we are is where 0.01 % of the
overall shares are. 99.9 % are holding ..And THIS is the *******g infuriating main issue now -
not whether AOT works or how well it works : all the Updates are staking out the future and we would not have had those if the nuts and bolts on the ground were not positive and consistent with that future.
I think we all know that the NDA's are the biggest negative load - ie combined with the vast monies at stake and a new technology and an industry that takes 4 months to change one valve..all its natural secrecy (think Mafia and Swiss Bankers combined) is a legalised secrecy that has really hurt us shareholders -
I for one did not expect any of this - nor that the final product of a total system would preclude a positive share price response to one AOT working quite well..and then better.. on a pipeline
I don't know how well known we are 'out there' in the markets but the rule of thumb has to be that these busy traders are motivated only by contracts etc
all the usual stuff from me !
Patience..in a word !!
Jaymark : the clear priority for the whole
venture has been to be based on one partnership with
a real producer outside the laboratory and to get as much
feedback as possible from others along the way..ie Trans Canada or Freshfield or whoever..
If the technology works, the whole thing is still bound to have glitsches, adjustments and further insights into new potential and designs
I don't see how there can be any short cuts re a big process
that everyone is getting to grips with for the first time..
so how to avoid both the optimistic sounds and then the delays ?
and if the final prognosis is both secret and fantastic, how is best to describe that ? Better to avoid referring to any longer term or more general goals ? too fluffy ?
And if you need to raise money from banks or access to any organisations - and they all see the secret and the fantastic - why not allow yourselves and us the freedom of generalised optimism ..and any concrete details which emerge and can be publicised ..? ie 20 units at a time, the ongoing deployment on condensate etc
when we have one definite sale and contract, we have Everything
but it is an everything that has been approached in the only
realistic way...slowly and truthfully and secretively - it is the secrecy which has made it all so hard, not the QS policy
do you really think any of all this - after a certain point - has been done on spec ??
Jaymark ----QS is not selling a new model
of an existing product - it is selling just about the single
biggest kind of product outside of military procurement..
how can there be a predetermined number of corners ? it sounds like they are still dealing with the full capacities and talents of a new technology and one that can be bespoke and variously applied...and who really expected the unit of sale to become an entire network of AOT, remotely controlled and proven...and the time-scale that must go with that ??
no clients ? I cannot believe that a whole mass and progression of events could have taken place without a real interest in the commercial possibilities of the work and statistics...no one has worked with STWA / Temple / QS just to test the theories in order to eliminate them...nothing has been done on spec - always, 'at worst', on the laboratory findings but which have always been borne out in Wyoming and in the field
the meetings and letters etc etc and the ongoing collaborations are all about self-interest and to complain about the lack of the first contract is to complain about the timing of the first committal of an entire industry to an entirely new way of doings things..who is going to take any risks there ?
there is a similar pattern re our expectations being dashed but that says more about our level of knowledge and naivety (and poverty ?!) than about the alleged falseness of any 'hype' ...and when in fact the few 'concrete' facts glimpsed are enormously promising and very different in their nature ...
I believe that the technology has always worked very well and in a way that has created real potential and real confidence - thus these wretched Updates etc are out on their own and way ahead of the actual state of negotiations on the ground..
I guess the new idea of speeding the sales cycle - via a kind of bespoke laboratory to be moved from customer to customer - is another of those elements that was an inevitable part of the AOT's progress....as well as being another sign of QS confidence - not hype ..that will one day be seen as routine
but if Kinder Morgan comes good, that will create the link or bridge and bring the future within the Updates into the current negotiations ..and reduce the weight of ****** NDA's.
The Mergers etc failure was annoying ..but I think the principle was important..ie in establishing the reality of the commercial strength which has been implicit in AOT's progress..and I understand that a M & A policy is still alive
and maybe it has even kept unwanted predators at
a respectful distance..
IN short, if every corner has been part of a valid history of progress, we have to be very very close to the finishing line
and one client is all it needs..
hi FML ...it is not so much worry about QS
being able to afford to keep going ....
and I think the potential clients have indicated
a willingness to pay for an onsite laboratory..but I will
re-check that..
I am more concerned for MY ability to keep going
given the perennial golden carrot that always shines
that much brighter at Christmas time
dear old Elektra
first flashed her golden promise at about this
time of year
Accelerating the sales' cycle --via
a laboratory etc on the customers' site ??
sending engineers to...Columbia, Irag or to wherever ?
so...despite all these high level contacts, memoranda of
understanding, letters of intent and samples sent to Temple
for the full programming...etc
the sales' process remains static or in need of acceleration..
and thus there has been more onus on QS to bend over backwards..
but the potential customer is going to pay for this..given
perhaps that they already have enough proof of the technology..
with sufficient funds only until January 2017, it looks to me like
Kinder Morgan or Kinder Morgan ..
material events might well be in the works, but it would be
a genuine delight to know that these works are not like that famous piece of string
There is a new program --an onsite laboratory
etc for potential customers who are enthusiastic..
first tests in December 2016 or early 2017
so there is the Temple program and now another one
as well - this seems super-cautious / bureaucratic and
it has to be wondered if anything material is so close
I am assuming that Kinder Morgan is already further
ahead, given that a system is already being deployed
on condensate ...it is no longer a potential customer..
QS currently has enough money until January 2017
SMILE / SNOOP / others.. re those GEMS
re the 6th paragraph of that quote ..the 3rd paragraph
after the darkened paragraph
Re the Gulf of Mexico project re heavy crude tested ..etc
and with full deployment of AOT possibly in late 2017 (as the
last line) ...
any ideas re which company/ client is most likely ?
we are due a 10Q, starting this week
the last one being on August 9, I guess Wednesday, tomorrow,
might be its publication date...
something to help us through the first day of a new
Presidency..
God Bless America !!
it is beautifully simple
the AOT would not have been designed and built once unless
the science was sound and the first devices showed promise
the facts of the AOT development are inseparable from its being
commercially viable and in the long term interests of the industry and the environment
now that it has been redesigned and adjusted to all the oils and
scada systems etc, the sales are just the final part of a process
that was always about selling a process..
anyone here sold an entire system to an oil company ?
If it works, it will sell
not just because it works as well as it does
and because it is unrivalled and must now look indispensable to
the future of the industry
but also because the selling process will not just be
about our CEO and his ability to ..er..seal the deal
(pun intended)
the sale will be the result of teamwork and team strategy
starting with respect for the NDA and for a realistic appraisal
of who has to be kept on-side
the board of directors know the oil industry and the first
rule of selling is to assess how a client wants or needs
to proceed..
Mr Bigger has not pandered to us in the short term
that is for sure
But...can anyone doubt that he has had to placate the
industry as a whole with his methods ??
and while looking
after QS' financial security and its independence ??
how has he done on that score ??
well said Flubug - and re the 604,000, I will determine
my own excitement,thanks ( 'Mindreader')
that was our best day for a long time
very good to see a glimpse of a different scale of activity
it has to be the logical progression from previous announcements
i.e 20 units at a time, provisions made for bigger orders, ongoing deployment of a system on a condensate line...
fortunately the important people in all this do not have the
time or inclination or the need to indulge in anything other than truthful reporting ...the technology speaks for itself..
long live the fluff, I can't get enough
looks like Special Agent Pyjamas is still asking where
he put his bucket !!
604,000 shares purchased at 0.58
seems a pretty exciting and enjoyable 'show'
The Fluff Song : Fluff,Fluff glorious Fluff
nothing quite like it for sorting out Stuff
so cheer with me Long''uns
don't bother with Wrong'uns
and let us go wallow in Glorious Fluff
ready to make 20 AOT units at one time is fluff ?
further provisions made for larger orders ?
fluff ?
i love fluff..
i see no fluff in what is legally necessary
where is the fluff in QS being ready to make 20 AOT's
at one time, with provisions made for larger orders ?
where is the fluff in the ongoing deployment of AOT's in the systematisation of the condensate line ?
and what do those details or facts tell us about
the rest of the updates which must have fewer details
for now ?
you describe the normal language
used in responsible NDA-wise reporting
but you claim to believe there is nothing
worth protecting with an NDA and that the language
must be misleading
therefore - there is no language that would meet
your discreet and honourable terms
there is no scam and there is no 'we'
there is no communal knowledge created on this board
and most investors (99.99 %) are holding on to their
stock
and Zerosnoop's posts reminds us every day of the real
world and QS's successful commercialisation in it
Agreed Smile - that theory ( x 3 or x whatever)
is not at the top of my list of explanations
but our vulnerability / indebtedness to KM did cross
my mind :
if ..IF ..QS is giving priority to KM ..then
we are stuck in a corner if KM decides to bid for QS
while delaying the placing of an order..indefinitely..
and while these market makers do their worst..
but KM has been described by QS as a partner to QS
so maybe that says it all ??
alkaline - is there any reason why this is not
the routine manipulations of market makers ? these
being the people who benefit from buying and selling with these numbers/ fractions of cents ...0.0671 cents (being one of the shorter ones )?
some of the numbers in recent times have looked only
like symptoms of the games played by brokers..this is their
backyard..they love buying/ selling at 0.0765006 ..etc etc
and if they can make a few bucks without waking up, well, we
have to live with the opaqueness of it all !!
I think Kinder Morgan made up its mind a long time
ago and I don't think such large and complex processes
and partnerships are started lightly and without full
examination of all eventualities..
plus we know that the systemisation of AOT's on the KM condensate
was described 11 days ago as 'ongoing'....and also that QS has
prepared to make batches of 20 AOT's at a time and with provisions for larger orders..that is a big green light for us
it crossed my mind that KM brokers might be driving the
price down..before KM makes a generous offer of 3 x s.p
But KM is our partner and I am sure QS has foreseen that
danger...
let's hope we are put out of our misery soon
orders
the answer being someone who knows that
a contract is imminent ??
woulds Kinder Morgan be happy with lowest
possible share price ???
the question is : who wants or benefits from this ?
given that the news has never been better - eg QS is
ready to provide batches of 20 AOT's at a time and
has made provisions for larger orders - who is driving
the share price down and why ..?
short termers or long termers ? opportunists or strategists ?
would those responsible have to know good news so that
they can load up and drive the price up again ?
does that sound so implausible ?
no one who has held on to shares through so much preparation is
going to sell out permanently..
I need to buy more stock
please send all donations to the usual PO Box..
Strange to say,maybe, I believe every word
he - our CEO - has published
(and no, Sano, do not put 'strange to say' into
quotes etc )
I think he has achieved the necessary 'runway' for capital
investment and I believe his credibility and conviction have been his strengths and that these have been predicated on a technology that works very well..
not so much on his proven or silky business skills
so a less than perfectly qualified businessman has
been able to lead this weird enterprise towards success
- because as an ex-soldier he
has had the necessary qualities and discipline to promote (or rather escort) pure science into applied science...
no doubt - all the wretched secrecy of Oil and Oil and NDA's has played to his past and to his strengths
and all of that will soon prove to be
our benefit
Let's hope the first material event/s will take
us towards and on to Nasdaq ..was it s $2 or $3
threshold ?....
where, I assume, the full market force can
kick in and do its best to capitalise
on the potential globally ..
no more probation or doubt
after such long years, it is very very hard to imagine
a rapid rise in s.p.
even if KM weighs in with a contract, and a large one,
it will probably seem probationary somehow, until another
contract is announced or until KM publicise their happiness
or whatever..
maybe the move to Nasdaq will do the trick
maybe a take-over battle..
it's always been uphill so I am pre-conditioned
towards more of it
Absolutely Flubug.. the prolific Whacky
has agreed with you today...snap !
it is going to be one very rich university
that partnership held the STWA show together during
the hard times
Re-assuring for Temple : their fair share is coming
when the QS family of green products hits the markets
Put it this way : the only slightly bad news
is that QSEP seems to have missed the boat in the M & A
game....if I have understood it right, the timing is now less
likely to favour the policy of picking up under-valued assets
who do we think the three producers are .in the first paragraphs ? USA..Canada ,,Middle East..
is one of them the same as the AOT XL offshore client ?
how many AOT's have already been installed ..re " our ongoing deployment of a customised AOT system on a condensate line..."??
why would they have lined up extra capabilities for orders of more
than 20 AOT's at a time ?...
how much more potential is there in the design and performance ?
it goes on ...into ELektra re-tweaked ....
and its GREEN
am i right in thinking that those indirect references
to Kinder Morgan - and the ongoing deployments - are a
direct reference to many AOT's currently being applied to
condensate ?
with condensate presumably as just the start...
as about 18% of the domestic total, was it not c0ndensate
that was related to being exported due to changing regulations?
in one or two words, supreme confidence is being expressed
some of our CEO's sentences are incredibly long and almost unreadable.....that must the be pure excitement !!
the sad thing is you appear to mean what you write
but probably not
good luck if you accumulating more stock
wish I could
well done AISI
that sums up precisely the nonsense written
about 'fluff'
and all the simpleton rubbish which translates
as 'why aren't QS as loud and as stupid as I would
them to be for my sake ?'
that is pure champagne from condensate
and its ongoing deployments
and there is progress with carbon credits, Elektra is re-designed, a new offshore version, Joule heating back in the forefront..
and a huge whack forwards for the integration green energy
and with 20 AOT units being OK to make
with greater capacities as required...
yahoo
Yes, in your opinion - but the bold red letters
relate to records of fact - and that is not an opinion
redeeming ? last I heard, church was the place for that
this is a place about an evolving technology and its commercialisation..and look at the Updates and their
confidence ..these being the only way to express what
has had to be mostly secret and between QS and clients
where do we find that written about in the Bible ?
Perhaps you or your mentor could explain..
welcome back Mooorea9
I am short of money - how can I get on to the
gravy train ?
Let's warm up now/ here
Proven ? When ? Where ? who here saw this proof happen ? TC gave up after 5 minutes and you all say it is now a question of a power supply..isn't that convenient ? and who has seen this new power
supply ? Not me nor my cousin Whippy ..
I have just received a letter from Brad Bradbucket at the SEC
and he is sick of telling people of the measures taken by themselves against QS....But poor old Brad can't force people
to listen to him and he is now on anti-depressants,..
Remember - do your own dd
How did I do ?
Potential ?
Smile...no need to collate all the documentation
re KM - at least on my behalf...
as Zerosum also read, we had a veteran poster on Raging
Bull called Dr FeelgoodCal who had compiled all the items
in the KM/ QS history ..going back a fair old time
and it made great and weighty reading
my main other point was that QS might feel obliged to
let KM go first even if there are others who want to get
on with it..etc etc
another nothing week
Smile : thank you for your fulsome response...
I take your point that the SHM will clarify a lot of
issues and that - as an example re KM - the use of the word 'partner' will have huge significance
My take on it is that even if the other clients around world
are not waiting on KM, QS is doing just that - as a recognition that everything on offer to the global list is a product of KM's partnership and weening of the AOT in condensate and in general
Maybe the moot point becomes whether QS would prefer to ignore any
enthusiasm for a 'global' contract or its publication until KM's poll position is acknowledged in a contract ..given that the sharp end - and its massive savings for clients - does belong to KM who would be entitled to expect preferential treatment.
If KM's work leads to a re-structuring of industry finances and of its environmental profile, then I guess the idea of generic industry photographs and happy engineers in hard hats and holding User Manuals etc is something that KM might want to control also -
they should be KM engineers in the photographs, given also that a generic or un-named engineer would be rather unconvincing and unsatisfactory..
..and it looks like the savings are going to be huge ..with
ramifications in every part of the business and its future..
silence it is !
Taking bets that the European Update is our next
Press Release
and was it Western Europe as a separate Update ?
Odd to think that with the share price at 0.12000619
or whatever bizarre fractions the makers make
We could construct a kind of virtual map
in which AOT will be a global empire of pipelines never far
from itself and with its members almost connecting
and how long before all the lights on the map light
up ?
and the share price ??
where would the decimal point be ?
1.20006...?
Smile : thanks; good to break that paragraph down
into the real context and simple factors of a phone call!
I know that Cap Ex = Capital Expenditure but did not know
that a formal application/ permission is needed if a company is planning CE...would that be on record somewhere ??
I heard recently of a legal clause whereby a small/new company
being likely to receive a large order has to show that it has
the capital resources to meet the obligations of that order..
buying the raw materials etc etc..
I am sure QS has that well covered
but I am completely baffled by the absence of middle ground
publicity - eg photographs of the AOT's being produced ..'here is the Upstream model' and 'here are the other models'....and 'there is an engineer in a hard hat'....and 'there is the User Manual being explained to a potential client'...
what is your take on the silence on these things - all of them legal and reasonable ?
Smile : really ? There was that phone call re Daqing ?
I am not doubting you at all - but where can I read
about this ??
Can you explain this business of ' waiting for Cap Ex' please ?
Temple University must be excited about their potential
growth/ wealth
With Europe - and was it Western Europe ? - as the
next Update....how many continents will that be ?
With perhaps India to come (ie part of Asia) there will only
be Australasia to come..
wow : that is about 4/5 of the world's major pipelines
which could be cordially being invited into the New Green Age..
Is that - to tell the world that - an expression of confidence or supreme confidence ?
It seems highly unlikely that it is an expression
of fraudulence specifically engineered to look impressive
on our computer screens - and with corresponding fraudulences out there but inaccessible to our computers
But it is strange to ponder just how huge and green this could
be...the potential scale of the success is part of the problem..it being easier maybe to disbelieve
thanks Jaymark - I won't tell anyone how I have stayed in the
game..I just hope God is Green !