Monday, November 10, 2014 3:48:26 PM
efficacy of the AOT Technology was constrained due to the limitations of the electric field applied by the power supply installed on our
equipment, concluding that maximum viscosity reductions could be achieved by modifying the installed power supply.
The conclusion of the report states that the maximum viscosity reduction could be achieved by modifying the installed power supply. This reads to me that a marked improvement would be seen when the proper one is installed
The wording also sounds like the power supply was either on-site before hand or was one supplied by TC. Whichever one it is/was, it doesn't sound like it was shipped by STWA with the AOT and wasn't right to begin with.
Power supplies are transformers and transformers tend to be very big and extremely heavy. The one needed to drive 4-AOTS may need to be custom made which may take awhile.
A new one was probably spec.'d and ordered by TC and STWA back around the time TC cancelled the order. TC agreed the AOT could stay on-site until the new Power supply arrived and was installed. I think we are still waiting for that to happen.
So the key to watch is this: When the trucks arrive in Udall are they making a delivery (new power supply) or making a pick-up (aot going off site).
I think there is just a massive over-reaction to the 10q based on heightened expectations that an order was forthcoming.
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