Replies to post #4962 on QS Energy Inc (QSEP)

[absintheminded90210]

Just catching up on a whole bunch of posts here... It's really nice to see the entire board is now in agreement that there will be HUGE orders and that the only dispute is can they build them fast enough!!!

[Zizek]

One could ask you the same thing, seeing as so many of your arguments are grounded in irrational skepticism (btw, still waiting for that killer stack of journal articles to prove me wrong!). Although I tend to find attacking the statements that someone else makes which are specifically flagged "for illustrative purposes only" tends to be a bad strategy.

In contrast, I think that the set of arguments you are making paints a very positive picture for the company. Consider the statements you have made in the past:
Claim: It took STWA 9 months to construct AOT Unit #1.
Conclusion: Therefore, it will be impossible for STWA to meet the January 2014 installation date.
Claim: STWA only got $60k/month for the TRP program.
Conclusion: Therefore, STWA will not be able to ramp up production.

Now lets just pause and thing about this set of statements together. We have no reason to believe STWA will miss its delivery date. This means STWA, with limited financial capital, is able to produce three units in half the time as the first one. Any rational contractual agreement between TRP and STWA would have TRP pay a significant portion in advance. If this is true, why would we expect STWA to be unable to ramp up production significantly?

Obviously going from producing one AOT to a dozen doesn't happen over night, but if TRP agreed to a five month window for one site, it's clearly not a big issue for them. Economy of scale is a thing, and it doesn't stop working just because you hate the company who is expanding production. So it seems a bit disingenuous to attempt to say how much doom and gloom is associated with STWAs manufacturing future, seeing as TRP has been happy to foot the bill to get production off the ground so far.

As for today's news, though, I really don't see the big deal at all. It just brings everyone up to speed on what has happened this year, puts all the information in one place for those who are new to the company, and serves as a handy reference with the shareholder meeting coming up. I am frankly a bit surprised how much ire is stirred up.

[deesil]

And you can't honestly, earnestly believe that production hasn't been ramped, additional production shops haven't been vetted/set in motion, and customized AOT units are not in the works right now...? Seriously? You're asking for details of lines of credit and production financing in a PR...? Really? Does the SEC require unscheduled disclosure of such internal finance details? Why does a non-shareholder like yourself deserve proof of anything?
Today's PR was fluffy and vague. That's to some degree what PR is about. The TRP deal started with an NDA (so will future contracts that produce revenue), of which several are in place and deals are being negotiated presently.
If I had any money to bet, I'd wager STWA and Dr. Tao are analyzing our NDA prospects' specific oil types to determine HOW MUCH, not whether, AOT will reduce the viscosity in their crude.
Sugar plums! Classic.