it doesn't strike me as implausible. Some people have got rich off QSEP/STWA. It just isn't the current bag holders. Problem is:
You can spin any story that you want, but without proof it is just a story.
is equally as true for the company itself. It spins stories in PR, offers no proof, sale, contract, independent test result, and was equally told not to use "proven", and has not sold a thing in 16 years. If you apply the same terms to QSEP, its "just a story."
The veil needs to be lifted, the imminent collapse might provide that opportunity.