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H. T. Love

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  • Axion Power Concentrator 106: May 25, 2012: U.S. DOE Awards Grant To Axion Power International To Fund Commercialization Plan For PbC® Batteries In Micro-Hybrid Vehicles [View instapost]
    Since we've been wondering about who's been selling, this latest fails-to-deliver might offer a clue - note a vlume jump in the middle of the list. Could be just a technical glitch causing a delay, but don't want to assume. Also note the prices are price on the day the failure is determined. The price at time of sale was prior. Looking at my VWAP charts and allowing for time of sale as far as two weeks prior, $0.425-$0.455 seems possible.

    0416|AXPW|341|0.44
    0423|AXPW|453|0.43
    0426|AXPW|19356|0.43
    0427|AXPW|16681|0.42
    0430|AXPW|53|0.41

    HardToLove
    May 27 11:50 AM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 106: May 25, 2012: U.S. DOE Awards Grant To Axion Power International To Fund Commercialization Plan For PbC® Batteries In Micro-Hybrid Vehicles [View instapost]
    All I was considering was the potential market for PbC using the raw growth numbers and looking for assumptions we might make to guesstimate revenue.

    I found a comment by JP (linked above) that seems to give a ballpark figure we could use as a "high end" for 2016, making assumptions about some things going right.

    HardToLove
    EDIT: or linked below - can't tell for sure.
    May 26 03:29 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 106: May 25, 2012: U.S. DOE Awards Grant To Axion Power International To Fund Commercialization Plan For PbC® Batteries In Micro-Hybrid Vehicles [View instapost]
    Caught this link from a comment JP made in another of his articles.

    http://bit.ly/K2autV

    Extrapolating that, maybe 400K vehicles (the "heavies) *might* have PbC over the next 3.5 years *if* the OEMs capitulate.

    HardToLove
    May 26 03:25 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 106: May 25, 2012: U.S. DOE Awards Grant To Axion Power International To Fund Commercialization Plan For PbC® Batteries In Micro-Hybrid Vehicles [View instapost]
    Iindelco; Check the posts by jtaylor and alberts on page 2 - these are our very own folks. And they've given links too.

    So, if the bimmer folks are serious, they should start pummeling BMW about the ears with that information.

    HardToLove
    May 26 03:11 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 106: May 25, 2012: U.S. DOE Awards Grant To Axion Power International To Fund Commercialization Plan For PbC® Batteries In Micro-Hybrid Vehicles [View instapost]
    I found the presentation on page 61 interesting. Why? Because I think of the effect on demand for PcC, or an equivalent solution, as s/s ramps from 8% (2010) of vehicles to 52%-55% in the next 3.5 years or so.

    Assuming that AGM and lead paste solutions (or other things we haven't encountered that would suit) don't do any better than they are currently doing, the number of complaints, first from consumers and later from regulators, would force someone to adopt PbC for both PR and regulatory reasons (as John has pointed out in the past - "best available" technology will be required).

    The unknown, for me, is what part of the 52%-55% is light, medium and heavy? If most of it's light, they might be able to scrape by from what I think I understand. The the PbC sales could be expected to be much less that the growth in s/s alone would suggest.

    Trying to predict revenues from adoption 3.5 years and beyond can't be easy, but maybe we can get a ballpark figure by applying the distribution among the three classifications. I'd assume economic conditions should be viewed as "muddling though" at best during this early period.

    HardToLove
    May 26 02:18 PM | 3 Likes Like |Link to Comment
  • Stop-Start Realities And EV Fantasies [View article]
    Congrats on having such great partner.

    Not many are so blessed!

    HardToLove
    May 25 05:01 PM | 1 Like Like |Link to Comment
  • Stop-Start Realities And EV Fantasies [View article]
    Heh, as to catching, no answer here either. But if your wife notices you appreciating the fine art, like mine would, and objects, hit her with the line a guy from Texas I used to work with said his wife told him (quite enlightened of her IMO).

    "I don't care where you get your appetite as long as you eat at home"!

    HardToLove
    May 25 04:50 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 106: May 25, 2012: U.S. DOE Awards Grant To Axion Power International To Fund Commercialization Plan For PbC® Batteries In Micro-Hybrid Vehicles [View instapost]
    DRich: such a big move would surely be considered a technical glitch and be unwound by the authorities!

    HardToLove
    May 25 01:50 PM | 4 Likes Like |Link to Comment
  • QuickChat #232, May 14, 2012 [View instapost]
    I give our AEGIS fleet defense system more credit that that too.

    HardToLove
    May 25 01:32 PM | 1 Like Like |Link to Comment
  • Stop-Start Realities And EV Fantasies [View article]
    "... pretty girl so a close-up inspection was not in the cards".

    Of the pretty girl or the car? ;-))

    HardToLove
    May 25 12:43 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 106: May 25, 2012: U.S. DOE Awards Grant To Axion Power International To Fund Commercialization Plan For PbC® Batteries In Micro-Hybrid Vehicles [View instapost]
    DRich: Trying to be "fashionably late" are we? ;-))

    HardToLove
    May 25 12:23 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 105: May 23, 2012: U.S. DOE Awards Grant To Axion Power International To Fund Commercialization Plan For PbC® Batteries In Micro-Hybrid Vehicles [View instapost]
    Good job D!

    HardToLove
    May 25 12:16 PM | 1 Like Like |Link to Comment
  • QuickChat #232, May 14, 2012 [View instapost]
    Negotiating tactic? Well, now that you know we have high-grade ... we'll stop it if you give us ...

    A la N. Korea tactics.

    hrdToLove
    May 25 12:13 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 105: May 23, 2012: U.S. DOE Awards Grant To Axion Power International To Fund Commercialization Plan For PbC® Batteries In Micro-Hybrid Vehicles [View instapost]
    Sounds like a future chart top 40 topper to me!

    I liked it!

    HardToLove
    May 25 11:59 AM | 3 Likes Like |Link to Comment
  • QuickChat #232, May 14, 2012 [View instapost]
    Per Bob Pisani @ CNBC, NASDAQ is firing the first shot to rein in HFTers - specifically those that submit and quickly cancl very large quantities of orders to sniff out the market.

    Will institute cancellation fees - too low to affect many ATM - but seems to be a response to the (FB) failure caused by such activities.

    Further, Santelli reports the OSLO exchange is going to do something similar.

    HardToLove
    May 25 09:40 AM | 4 Likes Like |Link to Comment
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