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David Collins'  Instablog

David Collins
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I am an investor relations consultant with 25+ years experience steering IR strategy and outreach for over 100 companies across a range of industries. We launched Catalyst Global in early 2012 to serve as a platform for innovating the IR role to better address the radically different dynamics... More
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Catalyst Global LLC
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  • $FLUX - Flux Power Holdings - Tiny Player In Lithium Battery Replacement Market

    Recently heard the story of Flux Power Holdings $FLUX a tiny ($2-3M market cap) "restart" in the lithium storage market. They are bringing to market lithium batteries as a replacement for lead acid batteries in the fork lift market - those you walk alongside and those you can drive. The cost of ownership of lithium is far lower than lead acid because of its life (5+ years) it's ability to hold a charge (longer operating duration), its absence of maintenance (watering and more regular charging) and safety (no acid).

    The market they are targeting ships at least 60,000 new lifts per year, and they last five years on average, making for a total battery population of around 300,000, each of which last about 2 years at best. At over $2k per FLUX battery, the revenue potential approaches $600M - but the market has been doing fine thus far without them - so taking share is not a trivial exercise even with a better product.

    Even at the higher cost, it is sort of no brainer when you crunch the numbers and consider the cost of staff time and efficiency. BUT - driving new thinking & technology into an established (industrial) market is not easy, and requires effective sales & marketing, plus partners & distribution channels.

    But the attractive part is that the technology and the market opportunity exist - they have begun to show their batteries with initial interest - so it's not hard to believe they can sell some customers. But the scale they can sell is up to FLUX to demonstrate with numbers and clearly the balance sheet will need some reinforcement to get them where they want to go.

    But at least it's got my attention.

    And in full disclosure - my father is in the process of merging his company KleenSpeed into Flux and involved in the management of the company from the outside, so I clearly cannot be unbiased in my views - but I also have no reason to write anything here that might harm my reputation or credibility - particularly when it concerns a $0.05 stock!

    Actually the whole reason I started to write something was to see if I could post on an OTCQB stock here - as the $FLUX symbol was not being found in any searches on SA.

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Additional disclosure: I am an investor relations consultant; FLUX is not a client.

    Sep 26 6:18 PM | Link | 1 Comment
  • VeruTEK Chemistry Boosts Heavy Oil Production Over 100%

    Using its ProBoost Chemistry VeruTEK has achieved substantial production gains in heavy oil wells in Kansas and Trinidad. Impressive ROI for producers using the treatment. $VTKT $VTKT.PK

    finance.yahoo.com/news/verutek-reports-v....html

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Additional disclosure: I am an investor relations consultant for VTKT.

    Jan 15 10:46 AM | Link | Comment!
  • Definition Of "Device" Continues To Expand: Automobiles Increasingly Vulnerable To Viruses

    Published Earlier on SeekingAlpha under the Symbols Below Wednesday, August 22, 11:06 AM An academic report concludes that as automobiles become increasingly computerized, they also become more vulnerable to viruses. Just like any machine that transmits bits of information wirelessly, hackers in theory could intercept and redirect packets of information from on-board computer systems. Look for cybersecurity firms such as CHKP, SYNC, FIRE, Intel's McAfee unit, and private firm Escrypt to create more products to address the growing issue. (full report .pdf)

    Aug 22 11:28 AM | Link | Comment!
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