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Friday, May 23, 2014 2:53:24 PM
Trying to guess about the reasons/content of the NDA with TCP and the 9 others.
- regarding the other 9, reason seem clear to me : TCP has a stake in the development of the AOT (20+ engineers involved @ connection to 1st pipeline Keystone), and will have an interest in the subsequent sales. Therefore I think the 9 will have to wait for the completion of the pilot.
- regarding the context for TCP : very clear also : political, competition, dealing with a small otc company --> need to have proven results as Zerosum said.
- regarding the AOT itself : waiting to complete the pilot tests, or at least be sufficiently advanced to make a decision. This decision will define the number of AOT to order / will give TCP the advantage of being 1st in line for fabrication / price of the AOT for other customers to which TCP may have an interest will depend on the figures from the pilot.
The more I think, the more I believe it could not have been done without NDAs.
As all will derive from the results of the pilot, I am prepared for an explosive rise. There is also the possibility of bad results. I don't really believe there will be another pilot on another pipeline in the meantime. This can happen anytime. Just my thought.
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