QS Energy Inc (QSEP)

[alkalinesolution1]

If it looks like they are not going to commercialize the technology, then yes, sure, I'm not sticking around.

This is literally the last chance for the company. There is not going to be any new CEO coming in to save the day; no revamped board. This is it. If Jason Lane cannot pull it off, QSEP is dead and the longs take a huge loss.

The 'years' is perfectly understandable. That's how long it took. The path to market for this technology is highly idiosyncratic. That's why there is the opportunity for such outsize returns.

Once the first contract is signed, I predict we'll go 10x from these prices before too long. That first contract will also just be the beginning of commercialization. I predict that 12-18 months after the first contract, the company will uplist to Nasdaq. That's the bet here.

So, I'll wait as long as it appears that success is still likely. Jason can't string it out forever. If Kinder returns the technology and severs the relationship, and if they cannot find a smaller partner for a test with a relaxed NDA, then I would assume that commercialization prospects are over.

However, everything tells me that those things are actually in motion right now. I give it at most six months, but I expect that things will be clear by the end of the year.