The Qsep mind virus is based on hope & prayers not technology or execution. It’s a recipe for failure and that’s what will happen here again. I’ve seen this many times before…..the old cart before the horse! Problem for Qsep is they have exploited every excuse humanly possible over the last 27 years so only gamblers with little knowledge of existing pipeline tech might throw in them some cheddar. This is a very small % of investors. The problem now and always has been financing. I hear many longs continually tout the physics bending qualities of the Great White Pipe but they ignore the 2000 lb elephant in the room, which is access to financing. Interesting management never discusses a plan to finance the company to level a company needs to be at to even have these operators even entertain the thought of rolling the dice. Instead, this so called investment is more like a come bet in craps with juiced dice that only rolls 2-3-12
And I think you have me confused with someone else. I’m not commenting everyday about Gallagher. But I know he has worked wonders with the AOT just from reading the updates. He has fixed many of the design elements and fixed the short issue they were having. I think he’s an excellent engineer with a perfect background for AOT working for TransCanada and many other large pipeline companies.
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