Montana, interesting theory on finance etc.
"I am convinced that IR Rob is much more than IR and I believe he is "the person" behind the current relationship and funding drive." Montanar
Well, that's something had never considered. Like your thinking, and it could be right.
Personally am trying not to delve too deeply into our relationships/finance sources presently because they're so nebulous. Guess am simply looking at the tech. and supposing that relationships & finance are a natural function of Kroplin's abilities to launch/position/land a High Altitude Airship prototype.
As Far as the Delays.....
It could be argued that the stratospheric delays in testing we so commonly experience, serve a benefit to the company in that they act as an emotional cushion to the natural inclination of an investor to hit the "sell" button during long stretches of perceived company inactivity. This then extends shareholder interest along a timeline that eventually brings us to a point where critical technology is available.
The Science is There, but the Stratellite is over here.....
Here's an example: We're told that it's a 'science project' to put into the stratosphere an airship, cruise around w/power for a few hours, and then land. I would agree with this.
But while it would be an incredible milestone to have that same airship remain on-station overnight, do you believe such an event marks the commercial crossover, where Sanswir/Tao starts selling Strats rather than just experimenting?
How bout two days aloft? Would GlobalStar start buying then? [As a UAV, could see the military move on that but not our first potential customer.]
There is a specific tech hurdle that has yet been passed in the lab (though in time should), that presents Sanswire/Tao with that exact scenario above. It's not thin film solar, but related to the PEM fuel cells the Stratellite would be using.
[Have not seen the specifics (as to why) discussed on this board nor directly mentioned in the posted dissertation on Stuttgart's Stratellite simulation.]
So where does that put us as investors, if accurate?
*Patient or gone as always. From personal perspective, IMO,
Stuttgart/or R&D center like SWRI & their HiSentinel
will be the first to market because of their particular designs, deeply experienced operations groups, & gov't backing.
*Look for Stratospheric Testing after Winter 2009 to gain more daylight.
*As higher efficiency thin film solar cells become available, major advantages are gained for HAA's.
*Specific improvements in PEM fuel cells, while further off than solar collection advancements, will spell the difference between 'experiment' and 'commericial' for HAP's.
Investors should pay particular attention to lab/corp. improvement announcements in this area.
*Perhaps a wild card gets thrown by Kroplin. Electo-active
materials would be an incredible boon for us. He is surrounded by experts (himself included) in this up-and-coming tech. Rwehapi2003 let's keep our fingers crossed on this one!
Anyway, that's one take.
Best to you Montana,
pete
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