I recommend looking up As I See It's previous posts that broke out the costings and the profit margins. Think about it: TC had a long time to work through this. They put a team on it. The way these things usually go, they would have spent a few hundred k to commission an independent report on the technology. That's how these things work. And they had the stronger hand in the negotiations. And they arrived at an initial MINIMAL valuation of 4.3m for a skid of 4 AOTs. So we can see that as far as they have been able to establish, it is a tremendously valuable technology. It seems rather odd to second guess all that. The TC people are much smarter than us and they have all the data. They came up with 4.3m as a minimum valuation.
However, it's important to note that this is the first commercial pilot. It is also the first time that it has been used commercially. So in that sense, it is not yet proven to be a viable commercial product. That is what the point of a pilot is. We'll know soon enough. (I'm extremely confident.)