Asked for it? I meant I owe them a meal or several... :-)))

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Out cold

417 Posts.

11/12/14

21:59

Post #: 14448240
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Originally posted by Teddyward ↑

You asked for it OC ha ha

nah not me buying at this time of year and still licking my biotech and gas wounds and it is a bit like Monty python - "it's only a flesh wound" but it ain't ......

As CWE matures I'll be interested if they can actually partner on commercial terms and get some income or outright sell some systems . I have said it before regarding my strategy and I may miss the boat but I can't let my cash sit waiting as too many companies never get momentum but understand that this may end up being a one deal company where all the value gets created in one day with a partnering deal and I will miss it. I hope to see some indications beforehand and get in then if that is a chance.

Engineering scale up is expensive and risky and although these guys are doing a OK job in limiting risk and computer models with technology help there are still large risks from concept to materials to politics, funding etc etc all of which we have seen take a bit of gloss off and create delays in the past. Those risks all remain but CWE is getting better and a track record so I hope the other buoys get deployed and they actually tell us just what output is being achieved so we know if they have got it half right . If their output and cost of building, deploying maintaining don't add up we only have a research database and will have to try again with new design etc etc even at this scale. IMO without some deal of a actual installation somewhere on commercial terms I can't see sustained price rise and they will keep sucking in and spending dollars on research and design. That is just the way these companies are and picking the change of mood isn't easy when they are just about to grow up. .

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Asked for it? I meant I owe them a meal or several... ))

CWE Price at posting: 6.1¢ Sentiment: Buy Disclosure: Held
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