Replies to post #20030 on QS Energy Inc (QSEP)

[alkalinesolution1]

Very helpful.

So the key questions are what percentage of the profit TC will share with STWA. I think a 50/50 split would be fair - after all, it's all cream for TC. STWA would not know TC's cost structure, but I'm sure both parties would end up with a pretty good idea. STWA is very easy to analyse because it's so small and simple right now. STWA's balance sheet will start to look very very good, given its profit margins, which will be way outside the normal scope of products.

I think this $13 is a good one - except that I think the Keystone they are on has 40 pump stations.

I think that the major companies would simply buy the AOTs, however, if they can. They make more money that way. They can borrow against the future in a very reliable and cheap way with all kinds of financing options. Indeed, that is better for STWA too for now.

Too much unknown now. I look forward to revisiting this matter when there is a contract.

For a while the risk with STWA has been that the tech would not work at scale and the company would fail - i.e., lost capital. Soon, I believe the main risk will be selling too soon and missing out on the massive gains that are to come in the years ahead.