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Re: gortclatu post# 277694

Wednesday, 01/14/2015 4:16:10 PM

Wednesday, January 14, 2015 4:16:10 PM

Post# of 312016
Yeah, we need the workers to get hired and work to begin to be seen being done up there. Maybe some of the old hands up in Niagara Falls can resort to what used to be posted around here.... eyes-on reports of trucks coming and going and that sort of thing.... pictures of activities.... etcetera.

One thing is certain.... with oil falling to the 40's, the economics of selling this technology are changed.

In a way, if the economics of the sales approach had been cast in iron according to a cost structure that was in place worldwide back in the day when we had 100+ dollar oil, we may have been facing an entirely different set of worries.

I mean, suppose we had a sales force that had been working long-to-develop deals to companies where the economics of the buy were built on 100 dollar oil (to be replace by this technology, obviously). The crash in oil prices would play havoc with every long-to-develop deal we would have had on the table, in my opinion.


Faced with the massive shift in the economics, I bet we would have all been screaming about the problems in closing deals that had long been developing.

So, in a peculiar way, it may well work out for the economics of the sales proposition to get its definition from the fact of 40 dollar oil rather than for it to have been the case that a sales force had been working complicated deals based on 100 oil.


If we can sell this technology in a 40 dollar oil environment, it follows that future increases in oil prices will make it pretty easy to grow when oil prices recover sometime in the future.

So, if we get deals in these economics, I think it will be a very strong statement.

Its not all that good to have this company facing launching this technology in a 40 dollar oil world, but it is what it is.

And thats part of why I figure the announcement of a new deals is not explosive to the upside. That and the fact that Heddle is not burning up the airwaves telling the world about the prospects of success.

Until newly interested people enter the pool of interested parties, we sit in a situation where most everyone who could buy in is familiar because they have lost their asses. So, this set of people is a bad community to have to rely on for launching the stock's price to new highs. He needs to blow the trumpet if he expects people to notice. So far he has not done so, so we have a beat up and disappointed pool of candidate buyers and there will have to be some kind of earthquake, LOL, or hatred and anger and bitterness will be the by-word around here.

Thats my take.

Imperial Whazoo

"Just my opinions, folks. Do your own due diligence & make your own decisions. DO NOT... I repeat... DO NOT make any investment decisions on my comments. They are my opinions. That's all they are... OPINIONS."