Seeking Alpha

H. T. Love

 
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  • Axion Power Concentrator 361 August 28 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    08/27/2014: EOD stuff partially copied from blog (up now).
    # Trds: 39, MinTrSz: 500, MaxTrSz: 190000, Vol: 496000, AvTrSz: 12718
    Min. Pr: 0.0850, Max Pr: 0.0900, VW Avg. Tr. Pr: 0.0878
    # Buys, Shares: 11 100200, VW Avg Buy Pr: 0.0887
    # Sells, Shares: 23 353500, VW Avg Sell Pr: 0.0876
    # Unkn, Shares: 5 42300, VW Avg Unk. Pr: 0.0878
    Buy:Sell 1:3.53 (20.20% "buys"), DlyShts 17000 (03.43%), Dly Sht % of 'sells' 4.81%

    John was kind enough to inform me that the warrant conversions are done and those shares would show up in FINRA short reports in this comment http://tinyurl.com/opp.... So that's one thing I can stop mulling.

    It does raise another concern though. With the short percentage being at such a low average of 15.02% this month indicating that it's not a lot of PIPErs selling, selling percentage being so high, 66.36% for this month, I have to guess that the selling pressure is coming from retail investors.

    Combined with everything else I'm seeing in the data, I'm getting the feeling that the “flat or slightly improved in the last and first weeks of the month” past behavior is going to have a tough time holding. As I had mentioned, I was uncertain if the pattern would hold, albeit I was worried for the wrong reason apparently.

    We have now started challenging the $0.085 level where the 590K bid at $0.085, if it still exists, lays. If we continue seeing these large blocks account for such a high percentage of daily volume, I now worry even more than before that the $0.0850/1 level won't hold up. Low volume might allow it to hold, but if we get high volume due to these large trades, I think not.

    The NITE 590K wasn't seen today. Since NITE was on the bid all day at a better price I hopeful (changed from “it's likely”) the bid is still there but just masked for now.

    Our friendly paint crew gave us a close of $0.0897 today with a buy. If they had been goofing off the close would have been $0.0850 (one of several 500 share “lures” to the downside today), which would have been at the day's low. Instead we got a close 5.53% above the two prior sells of $0.0850 for 500 shares each, and 1.13% above the 190K sell for $0.0887 just before them.

    The directional correlation of buy percentage and daily short percentage is still broken as buy percentage improved and daily short percentage fell. This suggests some underlying condition changed or was changing.

    On the traditional TA front, the low finally gave up holding around the $0.086 area and went to $0.0850 today. The highs had been getting lower six of the prior seven days, but today ...

    As before, all in all the traditional TA stuff suggested no change – continued slow weakening seems to be the order of the day.

    All the usual in the blog here.
    http://seekingalpha.co...

    HardToLove
    Aug 28 09:51 AM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 360 August 22 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    Futurecartsla: Skype calling to land lines has a cost. My wife uses it also for unlimited access to foreign countries and buys time in selected countries very inexpensively. I don't know many more details than that though.

    Oh! Skype to Skype calls are free everywhere though.

    HardToLove
    Aug 28 06:51 AM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 361 August 28 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    WiO: Excellent considerations and work. I thank you for taking the time to organize and share this. I hope APH will consider it for inclusion in the header as the start of a thread of good considerations from all interested responsible parties.

    HardToLove
    Aug 28 06:44 AM | 20 Likes Like |Link to Comment
  • Axion Power Concentrator 360 August 22 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    EM: "Put the pedal to the lead!"

    Oh, Oh! You want to get a reputation as a lead-footed" "driver"?! :-)) Er "carbon-footed"!

    HardToLove
    Aug 27 07:25 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 360 August 22 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    Maya: One more item "laboratory prototypes". Variability of these makes equating to production versions, especially with the automated process and assumed refinements incorporating what was learned from the prototype tear-downs, risky.

    MHO,
    HardToLove
    Aug 27 05:29 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 360 August 22 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    Anybody catch which MM put in the bid for 190K @ $0.087 that got taken at 15:37 - I was AFK (Away From Keyboard).

    HardToLove
    Aug 27 03:46 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 360 August 22 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    By golly Iindelco, that ought to get some engineer's or purchasing agent's attention. Clear, concise, ...

    Good find.

    HardToLove
    Aug 27 02:46 PM | 5 Likes Like |Link to Comment
  • QuickChat #273, August 15 2014 [View instapost]
    "People too optimistic about 2015 housing: Economist" "... Doug Duncan, Fannie Mae chief economist, who cut his housing forecasts for next year"

    http://cnb.cx/YXw2At

    HardToLove
    Aug 27 01:31 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 360 August 22 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    Looking for any correlations, the three "unknowns" that I have ATM were the following percentages of the volume *just* prior to the trades.

    11:01:10 10K $0.088 14.18% of volume prior to that trade.
    12:11:52 7.5K $0.0875 4.81% of volume prior to that trade
    13:02:34 6.0K $0.0875 3.81% of volume prior to that trade

    That 14%+ ... Wasn't one of the limits on volume ~15% of volume to the point in the day just prior to the sale?

    On the latter two I also checked the incremental volume since the prior "unknown trade, but didn't see a "familiar" number.

    HardToLove
    Aug 27 01:15 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 360 August 22 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    Ranma: I currently don't get anything but daily short sales data - nothing mechanically directly from the SEC or Edgar yet.

    HardToLove
    Aug 27 11:05 AM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 360 August 22 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    And don't forget that starting up the hill the reduction in wind resistance allows a longer period before speed falls to a given level, meaning that for the same distance traveled the batteries are possibly required to contribute later in the climb and even contribute less, in aggregate, throughout the climb.

    So aggregate gain is higher than just what would be suggested by the regen thoughts.

    It might be a minuscule amount of difference though since the wind resistance is commonly held to be a significant factor only above 55 mph.

    HardToLove
    Aug 27 10:54 AM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 360 August 22 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    Just an FYI for the more active among us: today and yesterday I've been seeing "unknown" trades at $0.088 which are consistently midway between the bid and ask. Further *no* bid or ask at $0.088 has been seen all day yesterday and none so far today.

    This suggests the possibility of internalized trades (internal to a broker or MM) or a negotiated trade (broker or MM cuts a deal with another broker or MM - less likely IMO) and/or an MM that accumulates or sells to complete an order invisible to us.

    Don't know if this might be useful, but for a *very* long time I would see very few "unknown" trades and even fewer that were right at the midpoint and at a price where that bid or offer price had not been seen at all.

    HardToLove
    Aug 27 10:07 AM | 12 Likes Like |Link to Comment
  • Axion Power Concentrator 360 August 22 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    NGS: One thing to keep in mind, IIRC, is that because the PbC can be used through a much wider range of its SOC, the actuall difference in *usable* energy density is less than what the raw numbers suggest.

    I forget who, but ISTR a couple different times this was pointed out in the past.

    Also, "all in" costs are a factor as the PbC requires no AC, a relatively unsophisticated BMS, etc.

    Uh, ... no armor plating either! ;-))

    HardToLove
    Aug 27 09:59 AM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 360 August 22 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    That part I can't. But using the FINRA and other short sales data provided by the major exchanges is currently automatically collected for all equities. That provides enough base that differences could be identified and any potential patterns of behavior *might* be found useful. Issue stuff might have to be manually input or ... maybe there's some automation possible that I've not even looked for yet.

    HardToLove
    Aug 27 09:35 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 360 August 22 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    Since I'm currently nearing breaking free of this manual collection process, I'm doing some programming that will achieve that end, partially, for a while. So any thoughts on that will be deferred for some time.

    HardToLove
    Aug 27 09:24 AM | 3 Likes Like |Link to Comment
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