coal future use, page-14

Im of the opinion that the industrial use of Coldry technology for foundries and power generation - on an international and domestic stage - is a foregone conclusion on several fronts. Im betting that this potential status is all investors are interested in.
The world energy crisis supports the Coldry investment.
I think that any emerging industry is laden with synergies, which politicians, businesspeople and investors are all keen on exploiting for the benefit of their career or bank balances.

Its important to acknowledge some background factors which will drive the various levels of investor confidence in ESI: Investor Assumptions, any Foregone player deals/synergies (politics included), Tie-in factors (50yr business deals based on condition and success triggers), Geographic and Inbfrastructure positives, level of company exposure to risk (The Company is producing something for another entire industry and so the receiving industry will soak up the majority of development costs from here and not The Compay as such....in varying degrees which need to be monitored).

For this reason, I dont think that a chart or a single written report (from any One side of the polyhedron of ESIs future and current models) will assist anyone but daytraders and short term wave riders.

I have an idea in my head that this emergin industrys success is being considered as a forgone acheivment and that its success is somehow assured due to the benchmark of highly regarded international business partnerships.
I feel (purely) that, for example, that a key player for ESI has simply said that acheiving said challenges is the easy part, that making it happen is easy, that delivering will be relatively simple....'we categorically can do it and sell it and make it all happen - but only money can make the final product (and therefore industry) a reality'.

Money will make the Industrialised product a reality.
The product itself is already a proven and successful by its own merit. Industrialising it is what is occurring here and now, while in the background Kos our Director is forgeing political and business derived relationships.

Ok, so in a nutshell this is the historical banter i see:

ESI - We can build it.
SYNERGY - We agree.
ESI - So if you want it lets talk money to make it all done.
SYNERGY - ok, but first we want to know how much we can possibly stuff it up for ourselves on a commercial/full blwon capacity (and thereofore cost ourselves a lot of $$) - so lets first build a small model and then, seeing as you are confident that model will work we will happily pay for it, but only in return for a more favourable relationship, say rights to Coldry.
ESI - Ok, we know it will work thats no problem. So our issue is that you dont stuff-up the industrial process. Because our product is suddenly riding on your commercial ability if we sign this supply deal with you, we want you to ensure us of a long future imbedded in your national infrastructure and energy grid - we want to become integral to your industry so you rely on us enough to open your coffers to making us international Coldry stars.

SYNERGY - Ok then ESI, we will assure you of an industrial future, an international brightly lit stage and a load of money to make your product (not to mention the template for successfull Coldry settlement into other countriies industries). And for the next 50 yrs you will give us your ideas, which will benefit our fiscal policy and ensure us of birthing a new industry for the world to play catch-up with, or pay for.

...and i imagine they shook hands and signed some sort of a conditional performance based assistance structure, which would outline what is considered to be 'success' and good reasons to press-on with further developement etc.

Hence, i think that a lot of what we will see for ESI is going to be acheived by other parties who wish to bask in the success of our product (within 2 - 3 yrs).
And i think that it is easy for KOS speil about Coldry in favour of its recipient and therfore have that recipient spend good $ on making their own future (solid and ours) .

So until a demonstration plant or something within a business synergy fails, then Coldry is considered to be a 'full-speed-ahead' and as an emerging industry, Coldry is a foregone conclusion. So unless Coldry's commercialisation fails at some point (not Coldrys 'fault' as such), its a winner already on an international stage, which will be ready for dressed rehearsals in about 2-3 yrs.
Leading up to the results of Hatch style industry commentary will be a cheaper shareprice thereofre.
Once industry specialists give us the go feasability go-ahead, then the share wil be in growth mode, moreso than rumour/speculation mode.

Good Luck with your own conclusions,

Cheers
Lautrec