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H. T. Love  

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  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    Thank you for taking the time to share the insight Rick!

    Sounds like generally favorable prospects then.

    Jun 16, 2015. 05:26 PM | 2 Likes Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    "big order news for UQM will probably come from China and not stateside as management indicated. It also means that the stock is unlikely to make a significant move unless we hear news from China"
    Agree. Since the demise of CODA I have figured this is where the viability will come from initially.

    If the new rules regarding making source code availble in China doesn't scuttle the deal I thinking about a year or so more for some of those initiatives to start coming to fruition.

    Meanwhile, I'm suspecting that the hydrogen compressor business UQM bought might be more robust as time passes and more equipment gets converted. Not expecting a parabolic ramp-up though, just sporadic incremental growth at best.

    Jun 16, 2015. 07:45 AM | 2 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    ISTR AT&T announced some plans a while back for billions in capex to expand their fiber network. Don't recall when or source.

    That would, of course, have short-term bottom-line effects and longer-term effects eventually.

    If they get DirectTV they'll be well-positioned for end-to-end provisioning to start to compete, effectively, with VZ.

    But that'll take some years I think.

    Jun 11, 2015. 06:32 AM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    A wonderfully well-written and well-expressed piece Sir.

    Highlighted by "They shrugged and said, “Man, that’s like a hundred years ago. Who cares any more?” and last "Only by remembering do we have the knowledge and the courage to say, “Not this time. Not again. For God’s sake, not ever again.”, is the failure of our societies on so many fronts to ensure "not ever again".

    If we could attach Ken Burns to a documentary on it, which likely would not be much different from or better than many done before, it might receive the attention it deserves from those who so carelessly dismiss what you have described.

    Thank you Sir for your dedication and for sharing with us and others!
    Jun 11, 2015. 06:14 AM | 5 Likes Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    I like that 15% more efficient thingy!

    That's the sort of thing that differentiates the bus, and by association the UQM components, from the "run of the mill" competitors.

    He-he BYD!

    Jun 10, 2015. 12:39 PM | 1 Like Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    "China may try to force US tech firms to give up code"

    First is banking, then ...?

    "After an outcry from the tech community (and reportedly from foreign officials) the banking rules have been shelved for now. But experts told CNBC they expect the regulation will be revived, and in the meantime a second set of rules that Beijing says will help it fight "terrorism"—and which would involve more business sectors than just banking—are on the way.".

    Since UQM depends on doing programming before components are shipped to China, this has potential impact.

    Jun 5, 2015. 04:49 PM | 2 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Speaking of such, technology, or something does matter. We've had both Dish and DirectTV. DirectTV tolerates passing storms very well losing signal much less frequently and reacquiring very quickly, often just a few seconds.

    Dish is not nearly as good in either of those ares - if I Thor sneezes, signal gone and very often takes 3, 4, 5 minutes or longer to recover.

    Regardless, we have Dish now and prefer it for other reasons.

    Jun 5, 2015. 01:01 PM | 3 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    "Being an economist in recovery"

    Betty Ford clinic? :-)

    From what I gather about the lack of aggreement among economists, they all might need to visit there.

    Jun 3, 2015. 01:15 PM | 5 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator May 23, 2015 To ?? [View instapost]
    LT: Glad you had a positive response. Sorry for the feeding tube - must be uncomfortable.

    Anyway, stable tumors gives time for additional therapies I guess? Inproves the prognosis?

    Jun 2, 2015. 04:30 PM | 3 Likes Like |Link to Comment
  • Stability Of The European Union June 1, 2015 To ??? [View instapost]
    LT: If they fix it the way Greece fixed theirs in the distant, and to a a lesser degree recent, past, the rate won't matter because no one will come to collect.

    As we have it now, last I heard we have a "Tax Freedom Day" somewhere in mid-to-late May, on average, for most folks when they've earned enough to cover their annual taxes. The rest of the year is, I guess, "gravy" that those who earned the money get to keep (most of?) the money.

    Jun 1, 2015. 06:38 PM | 2 Likes Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    That means UQM should maintain their pricing and realize increased margin.

    Remember last time prices went into freefall (thanks again to China allowing low-cost "dirty" production to drive everyone else out of business, almost) we had a "crises" as everbody worried about security of supply chain for critical materials for critical industries (and defense specifically) as potential sources became uneconomical.

    Of course, our do-nothing congress didn't find enough concern to try and address a long-term solution.

    One bright spot was the DOE funding for UQM to develop a non-REE magnet motor that has (I guess?) similar performance and we now know overcomes the fade of non-REE magnets.

    Jun 1, 2015. 05:44 PM | 1 Like Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    From "NYSE Margin Debt Sets Second Consecutive Record In April: Risk Rank At No. 1" I think most notable is "The ICI data on the divergence along the domestic/foreign divide notwithstanding, I am disconcerted the level of NYSE margin debt and the share price of SPY are in proximity to their respective record highs (Figure 3) at a time when the U.S. Bureau of Economic Analysis is reporting the second straight quarterly decline in corporate profits calculated with capital-consumption and inventory-valuation adjustments. The BEA's numbers Friday suggested these adjusted profits decreased to $2.0148 trillion in the first quarter from $2.1403 trillion in the fourth quarter, a dip of -$125.5 billion, or -5.86 percent, which is more than quadruple the size of the -1.40 percent drop in the previous quarter.

    And here's the kicker: I suspect the BEA in about three months may report another decline in these profits, with the currency-exchange issue again likely to be responsible to a significant degree".

    Other stuuf touches on investment going overseas.

    Jun 1, 2015. 11:51 AM | 7 Likes Like |Link to Comment
  • Stability Of The European Union June 1, 2015 To ??? [View instapost]
    Maybe we need a Grecian "Constipator" as they can't seem to ever get the stuff out of their system! :-)

    Jun 1, 2015. 11:30 AM | 3 Likes Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    "being non-explosive"

    That's related to the co. in China that makes big mining eqpt. used underground where explosive environments (such as coal-methane gas) exist. The motors needed to be designed (enclosure and/or frame and/or wiring changes?) to meet safety requirements.

    What else is special is the current line of motors are REE magnet motors with proprietary design and control softwre that they advertise in the "up to 95%" efficient range.

    Smaller and lighter motors for the same capability (HP/Kw) easing packing designs for the end-users and possibly reducing number of motors and/or on-board storage needed for a given application.

    Further, under a DOE grant they devloped a non-REE magnet motor that provides much of the same output capability and, through the design and control software, eliminates the short-lifetime problems associated with standard non-REE magnets.

    Keep in mind also they have a full line of non-drive motors used for such as windshield wipers, electric windows, ... that are REE type and are lighter and smaller to accomplish the same function.

    Theoretically as the push for ever lighter-weight vehicles grows and/or (H)EV adoption grows the efficiency (weight & battery use in (H)EVs) and weight savings (traditional IC engined vehicles) *should* be important to the OEMs.

    Add in that relationship with Eaton, to whom they provide various control electronics packages.

    Those are the things that I *think* are special for UQM.

    May 29, 2015. 12:43 PM | Likes Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    Holding up alright today. Through 11:03 1.39:1 buy:sell and other than a brief foray down to $0.85 most trading has been honoring that $0.89 potential support.

    But it's early.

    May 29, 2015. 11:22 AM | 1 Like Like |Link to Comment