Replies to post #11029 on QS Energy Inc (QSEP)

[moorea9]

Something is missing ...

- the known lease only speaks about 1 skid, and its pricing,
- TC knew forever that if the results will be good, they will want to purchase tens of AOTs,
- the market value of 1 AOT may be higher or much higher if the testing is above expectation, and TC is price-protected only on 1 skid,
- the 10 to 15% increase in flow means it is "above expectation",
- TC knows they will need to lock this big order as soon as possible, because other companies are lining up and it could create delays in production,
- therefore the known lease appears insufficient to met this higher purpose (ordering tens of AOTs), and this fact has been known by both parties since inception,
- TC issues an advice about its "intent" to stop the lease/testing of this 1 skid on October 15th,

Could it be that in the NDA there be a provision to bridge the order of this skid to a bigger order ?