Replies to post #4964 on QS Energy Inc (QSEP)

[mentalFLOSS]

Thank you Zizek for the most rational post of the day.

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.