RE:RE:RE:Axe Tech 4 Oil And Gas Not A Write Off!!!Jeffrey's it is quite tough to figure out share value and whether it is going to be noticeable rise in contract on contracts only or whether as the saying goes buy on rumor sell on news that as each prototype arrangement is made and drives anticipation for the potential that can be realized. What we ultimately have in this regards are the intangibles of potential assessed as to the potential tangible bottom line that is how stocks and everything work as to what I know especially for pre revenue highly speculative stocks but when bumps are there and as we can see with these types of companies there are very long drawn out testing phases where like you have correctly stated the amount earned is really next to nothing however where things do offset as I said is the overall potential and then finding a smart way of holding and controlling the ip.
Like I said the tech being used for mining for instance should be set up as individual usage and licensed out on a non exclusive basis with a minimum 10 percent recurring royalty payment. If there is a very solid offer to buy out the ip for that particular use then sell to the highest bidder. So potash is one sector under mining, lithium another. Follow Pyrogenesis model...with the purvap one of their heating process using their furnaces that take forever to build and test they licensed out to HPQ silicon exclusively for that market and have a royalty basis. They licensed the same tech to an iron ore refiner for that purpose and get paid on the amounts of tonnage refined where the stand to gain 200 million on a 10 percent licensing from my recollection so when that producer refines 2 billion as has been estimated per yr this whole model pays off quite decently. So far the CEO is frustrated things have not moved as fast as he would have liked. The purevap is between 1.3 to 1.5 million in sold value for the tech but not other than it's usage for the specific sector as the tech then is restricted to be used for that sector only as stated HPQ has it for its purpose and the other company for iron ore and that company is estimated at refining producing 2 billion worth in tonnage a year from my understanding and recollection but as mentioned the purvaps undergo a long build out and testing period has 4 or so phases and takes by the looks of it 1.5 years on average. When I held shares in pyr I thought how the h$$k do you make any money but then the company explained based on the refining production under agreed upon licensing revenue. But Pyro has 3 plus other streams of revenue plasma torches which had an initial heating purpose but the company found it could also be used for tunneling, 3d powder industry which seems to be the fastest revenue generator, a tech to dispose of military equipment etc, and a few more I forget.
Axe seems to be a one trick pony but has huge revenue potential in all the 1 trillion heating space. So it isn't quite reasonable to see results on a bottom line tangible basis only but also on the overall market potential as yes the waiting and testing cycles are going to be extremely long but there should reasonably be some decent up ticks when there are more testing contracts. The initial potash is holding the share value up but that's why it is also important to have a few more in other sectors but having said that there is more than 1 producer supplier in each sector so lots of potential. To simply look at contracts undervalued the overall potential and that is a very huge mistake but if that happens and the prices not better reflected of the potential value yes when the contracts come there should be massive jumps bur providing they are not peanut ones after waiting as long as we both are saying. The lowest oil and gas was reported at what was it $16 million? After waiting so long yes I would expect contracts at no less than a minimum $10 million but ideally closer to $20 million and providing that companies are extremely serious unlike pyr where that iron ore producer seems to be sitting on that potential revenue outcome for pyr those that Axe will be supplying are having axe revenue realized optimally immediately. I am not too sure what was happening with that producer if I remember it is a company in Europe.
Pyr traded as high as $12 per share but crashed for a few reasons one of which the potential did not match the bottom line due to estimated revenues not materializing that was huge and more recently the CEO got grilled in some transactions that sent the share value down to 30s but it has since been stable mid 70s with the big issue being revenue realization but the company has lots of contracts and growing back order.
Like I said hard to estimate share value shares in these companies will likely trade down until this ongoing slow down in manufacturing and constant fear of inflation moving up after having to kill the damn thing leaves people's mind the understandable lingering effects of 0 growth to heated production and inflation. The markets are trading down because of this as the rate needed to come down from 8 percent to between 2 to 3 where when getting to about 2 percent in Canada after 50 basis point cuts and people expect the same cuts yet don't necessarily see them send the markets back in the red. So there is this ongoing push pull with the whole stupid predicament which continues to linger with covid and is said that we are now decades behind prior to the covid crash where relative to lock down and 0 growth at this point as we have been going through production restart we will see the biggest production boom but all that faces inflationary tailwind when all this spectra will fully go away is anyone's guess but this is one really huge factor in share value drag especially in production and manufacturing and will hurt companies like axe. But other geopolitical factors also drag the markets down as well so even with hg the share value is not rising where had things been precovid they would have been. Your projections for it seem quite reasonable but for Axe we have differed in the past and I respectfully disagree to some extent as I said it is tough to project out value especially if stocks look at future projections so I still see decent incremental gains even without contracts...how much hard to say and really relative to share support and base meaning the low of .07 has enjoyed for the most part more than 1.5 times gain but if we look at a base of .11 like I said with at least one more testing phase whatever we call all this reconstruct I think .20 is not unfair low actually as again I am projecting out on future potential in fair sized sectors at minimum $15 million initial contracts I am taking the 10 to 20 million range split the difference however hard to say because it really depends will money pour in and we hit the ground running after fully proving the results after no less than 6 months testing but really if ideally going 9 months average to a 12 months average long end and contracts come soon after as we talked in the past or how long thereafter and whether the share values start to drift down all hard to project. I am not writing a .20 to .30 year end despite how it seems when this hasn't decisively moved and sustained above .15 we seen .14 or .145 and stuck around the .11 to .12 range but I do expect at least one thing out of Chile if not two I fail to believe and accept we end the year only on the potash but it will be what it will be let's see.
The company did not alter anything in the oil and gas let's see if they somehow manage to get that darn $5 million so there are these catalysts to still bring the share up so at least we know that the oil and gas as stated isn't abandoned but is it as big of a priority? I would think so the only thing is management can't force what is there and the challenges it faces. As the inflation woes and see saw start to settle and monies start to flow through that's when things will pick up and that may well be 2026 matching your time frame of contracts or these flows of people pouring money in may come in 2025 so really it is still getting the big guns involved and when you do and the testing phase runs smoothly unlike what happened here despite no contracts we will likely see over .80 the next time around. I bought in first at .15 so to .80 with no contracts that was 5 times I don't expect less that is quite reasonable. The unfortunate part was the damage had that not happened I still say this would have been a $2 share prior to contracts moving towards the end of the testing cycle. I think you are way too conservative but again time will tell. $2 as I said then was not unreasonable in light of the space and ensuing $16 plus million contracts and even a 1 percent market share capture which I calculated initially 500 billion at 5 billion what to speak of a 10 percent 50 billion on 500 billion now double that with the stated 1 trillion. True the tech has to be proven but as I am saying $2 pre contract huge partners 1 trillion market space moving towards the final few months of otherwise positive overall testing is extremely reasonable even before contracts come. I haven't changed this share value nor will I.
In any case like I said time will tell and I do expect decent values not low ones even so I have 0 desire to move at piddly values under $2 and as it hits that 0 desire then too. Regardless if hg I hold for my values $25 plus or buyout and will be happy for hg why shouldn't I be as everyone like myself have been waiting to see success they should have it and mine will be here too until then whatever I plan strategy wise again to be clear I do...10,000 or less over here $25 plus or buyout whatever comes if more than 10000 shares no less than $4 I have waited 2 plus years I can wait some more when I am hearing the phone ring. I will do the same for others follow my trading holding and buying strategies and if stocks I passed on make sense to buy where I can make a quick flip that is a possibility too.
I sold out of two crypto companies to buy into another and well didn't follow my at least hold 1000 or 2000 shares one doubled the near breakeven I sold at the other would have reached break even although going 1.5 times up. So that was the cost I paid on not following my strategy...all good inevitably I will see the gains but will need to keep at least some shares the plan is no less than 500 to if at best 5000 until I built very strong monies than maybe more. BTCW I made 20 percent at one time full sell out I bought back sold at near break even .09 went to .18 when I was all out but as I said if it makes sense to buy when I have money and I can either make a quick flip selling full out 20 or more percent that is on the table or I recover half or whatever and hold the rest of the shares as part of my initial overall plan that's also on the table so while I did not buy hg there is never a situation where I say I will no longer buy any stock. If it makes sense to regardless share price absolutely if not or I look at others than no but no matter what I will not be bitter on missed opportunities or as in the case with what I did with BTCW and the other Bigg and start bad mouthing no I won't do that. Clearly I did not see hg as something more than I initially saw at first but yes when I read further it has a lot going for it has excellent potential but I will leave it there not my job to say where it will or will not go as I will be try to avoid all that as well as posting but over here I have simply said what I truly and strongly feel and nothing despite the languishing and waiting has changed in how I see this stocks potential and why I said what I have. Time will tell. The shares are quite undervalued from where I stand and continue to stand as I said then should never have been less than .25 but clearly it is that just the way it is. If I can buy in .125 or less that's my strike point until my asset values build significantly but I am willing to still bet this will move beyond that this year.. like I said I want .20 to .30 I am not seeing any less...that based on a few catalysts more pilots or 5 million raise which should send the shares soaring not unreasonable to .30 on that announcement alone so I still see multiple potential here I don't think that is at all unreasonable I gave my reasons.
Good luck all....let's dream of a green Christmas!!!