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moorea9

03/21/14 2:16 PM

#7359 RE: mr_sano #7358

wrong Sir Sano : profit margin on a sale is a one time event, and a percentage of the savings in transportation costs is forever. So the second option might well even surpass the first. Good try !
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SoxFan

03/21/14 2:30 PM

#7360 RE: mr_sano #7358

Not only will STWA not be a manufacturer it would insane for them to try. Others have much better processes in place to build these AOT's and it would be far better for them to license this capability.

One thing that does strike me as they were late to deliver and install the original agreement with TransCanada had to be amended and the information everyone was expecting to get by the end of June and now extended to the end of August.

I guess this will give STWA management the excuse they need to issue more shares and I suspect the longs will not mind.
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As I See It

03/21/14 2:33 PM

#7361 RE: mr_sano #7358

My time is more valuable than to spend it defending every baseless argument you want to makeup. Good-bye.
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zerosum

03/21/14 2:47 PM

#7363 RE: mr_sano #7358

Wait a minute. What you say makes no sense to me whatsoever. STWA are not a manufacturing company, but they payed to have the unit built correct? And, now we have have an idea of what it costs to be built Correct? We do. And, they take in revenue in the amount listed in the contract...$60,000 per month or $4.3 million. So, whether or not they are officially the manufacturer means nothing. They still profit based on those numbers. I think it's foolish to assume the company will not take full advantage of manufacturing at the lowest possible cost and capitalizing on the widest gross profit margins possible. If it costs the manufacturer less to build on scale, they will see the return. Oh yeah, didn't you say you heard some rumor about them buying a manufacturer? Mmm, I wonder how those gross margins start looking then...