Thursday, February 20, 2014 8:56:42 AM
The delivery is now effective, and from now the level of the pps and its sustainability rely on the beliefs to the second question.
There are several new positives compared to the last pps spike :
1- the AOT not only is delivered but is "real", massive, complex, with the impact of the pictures,
2- it has been made by 19 companies, and while this has been said in the SHM, it will now have more meaning in the mind of the public,
3- it has been made to the requirements of the "customer" during many months, so this must surely mean that it will work,
4- the "customer" will now be known by the public although STWA has always respected the NDA (note that not an inch of the customer's pipeline appears on STWA's photos) and the aura of the customer will benefit to STWA,
5- now that things are real, people will have to believe the effects of viscosity reduction and the possible enormous economic impact, whereas before, it was just "academic science"...
6- 60,000 USD/month/unit provide now a real basis for future pps calculation by analysts, and the results can be very high.
Of course, their must be solid revenues someday, but in the meantime, it is the story, and the prospective revenue that can sustain the pps... and we must admit that everything looks pretty impressive right now.
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