Alphameister

Why Lead-Carbon Batteries Will Deflate the Li-ion Bubble

Like John Cordes, my comment on your article was a way of seeking reassurance from someone much more knowledgeable in the field that my "too-good-to-be-true" investment in ABAT is not harboring some hidden "fatal flaw." I am grateful for your reassuring comments (and won't hold you responsible if we both are missing an important negative in the picture).

Why Lead-Carbon Batteries Will Deflate the Li-ion Bubble

Seems likely to me that there will be plenty of growth available to battery producers employing various proven technologies, at least over the period that defines my investing horizons. ABAT seems to be doing a good job with its lithium-ion batteries of fulfilling current needs in markets offering superb potential for growth in the short run as well as the long term. For the types of EVs favored in Asian countries, ABAT should find a huge and growing market for many years to come. (ABAT is one of my largest holdings.)

Alternative Energy Storage: Cheap Outperforms Cool

I guess they are all "story stocks" in this new era, but some of the stories have more substantial backing than others. You've done a good job of making the distinctions and supporting them with sound analysis. Anyone who has acted on your advice has been very well rewarded. Readers might quibble about the description of Axion as "cheap" versus ABAT as "cool" given the statistics cited, and it seems to me you have identified ABAT as cheap in a prior post. It is also possible that one of the cool stocks might become a home run in a different time period, but that wouldn't alter the merits of your basic message that an investor is most reliably well served by seeking sustainable value within a growth industry.