My favorite part is what it didn't say. Let's look at their announcements and compare it to their behavior.
I think everyone will agree that pct tweets or prs pretty much anytime they have a positive development of whatever kind so they can spin it and make it look like good things are happening. So with that in mind, they haven't had very many announcements like this. Naturally, that would mean they haven't had much in the way of business. Otherwise we would have heard about it. But we haven't. Now they release this tweet with what appears to be a sale to a new client. Absent any other info, I'll assume it's like the previous announcements and assume it's more smoke with very little substance.
2500 whole gallons isn't enough for eor operations, and certainly not for anything significant. A single well can use millions of gallons of water in a single drill effort or restimulation of an existing well. What's 2500 gallons of product going to do for eor? More proof of concept? More testing? What was the cost of the shipment? No mention, wonder why?
Maybe this is why. In the past, with hard DD, it's become fairly common knowledge that pct sells this product at pennies on the dollar. We know from previous announcements and the financial fillings that followed (yes, even years later in some cases) that there is no way pct has sold this product at little more than a few cents to maybe a buck a gallon.
Even at 20 per gallon, which is a huge stretch, it's only worth 50k. My guess is it's more likely around the dollar mark, but let's be generous and give em 10 bucks a gallon. That's 25k. And that's a stretch, not as big a stretch as 20 but still pretty big.
This should tell you that pct isn't making very much money with eor, otherwise there would be many more tweets and announcements. And based on that, with the very small number of announcements, we can surmise that pct might have made a couple hundred grand over a 6-12 month period.
PCT leadership literally gives you the info you need, you just need to pay attention to what they say, and more importantly, what they don't say.
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