Seeking Alpha
View as an RSS Feed

H. T. Love  

View H. T. Love's Comments BY TICKER:
Latest  |  Highest rated
  • Does Capstone Executive Shakeup Signal Another Bad Quarter? [View article]
    "Weight, space, efficiency, cost, and control over key technologies"

    Agreed. Weight is always an important consideration. My point was that weight per unit of power in these applications is likely not a factor.

    HardToLove
    May 7, 2015. 06:39 AM | 1 Like Like |Link to Comment
  • Does Capstone Executive Shakeup Signal Another Bad Quarter? [View article]
    Speaking of watching turbine news, "Capstone Secures 1.4MW in Follow-On Orders for New Shale Compressor Stations"

    http://bit.ly/1bxQ2iL

    As to more power, a C-30 or C-65 can always be used in conjunction with battery-supplied power for increase in power at the drive wheels. IOW, during hard climbs reduce the battery charge rate, or even let the batteries discharge into the drive circuitry, and deliver the power directly to the drive motors, after proper re-forming if needed.

    I would think this would address power needs?

    HardToLove
    May 6, 2015. 09:44 AM | 3 Likes Like |Link to Comment
  • Does Capstone Executive Shakeup Signal Another Bad Quarter? [View article]
    CN: W/o knowing if they reduce number of batteries or such, it's hard to guesstimate if his own MT makes economic sense. Further, the extra power capability *may* be a waste if either the batteries can't accept the charge at the maximum rate the generator can deliver (LI batteries, depending on the chemistry(?), often have heat issues and may require expensive(?) cooling, monitoring and cell-equalization circuitry), or the driving profile doesn't require frequent power augmentation from the MT.

    On the plus side, regardless of added power and weight savings, multi-stage compression leads to higher compression ratios, accounting for the higher output, and deliver greater fuel efficiency, just as higher compression in traditional reciprocating-piston ICs deliver higher power and better fuel efficiency.

    A critical consideration, I think, is the TCO equation. Does his design have lubricants? Oil changes and more frequent maintenance? Is the customer going to be OK with rebuild or junking after 10K hours? With the CPST we know there's only yearly filter changes and at 40K or so we inspect and "rebuild" only if needed (usually fuel injectors only?).

    For the class of trucks being addressed, I doubt the weight saving/KwH is a consideration - a couple hundred lbs. of extra carrying capacity or the minimal fuel savings (in the intended use profile) from lugging around a couple(?) hundred fewer pounds doesn't seem a game-changer to me. The fuel savings from the multi-stage compression could be a significant consideration I guess.

    But Ian Wright is a smart guy. Maybe also a showman like Elon? Could this be just a negotiating or sales-enhancement ploy? Get a better price from CPST or offer the customer an option when they think they need more power in their application? It would have to be more expensive to manufacture sans high-volume. Might also be a capital-raise gambit?

    MHO,
    HardToLove
    May 6, 2015. 07:17 AM | 1 Like Like |Link to Comment
  • Does Capstone Executive Shakeup Signal Another Bad Quarter? [View article]
    P.S.: http://bit.ly/1KeTBWN page 10 of 12.

    Suggests ~225 + 151 lbs max for a C-30. C-65 100 lbs more.

    HardToLove
    May 5, 2015. 06:35 PM | Likes Like |Link to Comment
  • Does Capstone Executive Shakeup Signal Another Bad Quarter? [View article]
    "Hard to believe the that a 900 lb Capstone C30"

    Check that. C-30 shouldn't be that heavy in automotive format?
    Weight – Grid Connect Model 405 kg (891 lb)

    HardToLove
    May 5, 2015. 06:08 PM | Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    CPST: Wrightspeed moves to their own genset.

    They make big gains using axial flow after the intake, which is radial flow.

    "Wrightspeed unveils new turbine range extender for medium- and heavy-duty electric powertrains; 30% more efficient than current microturbine generators"
    http://bit.ly/1F1Erq7

    <*sigh*>

    HardToLove
    P.S. 10K hour lifetime vs. CPST's 40K+ hours.
    May 4, 2015. 11:17 AM | 4 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator January 1, 2015 To May 23, 2015 [View instapost]
    LT: Might be able to do a rough approximation, although we don't know what portion of shelf registration is being offered currently.

    "... which together shall have an aggregate initial offering price not to exceed $175,000,000".

    The S-3 is here.
    http://1.usa.gov/1GGr38e

    HardToLove
    Apr 29, 2015. 05:08 PM | 2 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    OOPS! "FED funding for banks" s/b "FED funding foreign banks".

    HardToLove
    Apr 29, 2015. 04:12 PM | 3 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Catching up on reading and found this from August by Stockman: "Why The Fed's Outrageous Gift To Foreign Banks--- Risk Free Aribitrage On IOER--Is Just The Tip Of The Iceberg"

    http://seekingalpha.co...

    A fun read as we get confirmation of the FED funding for banks with our money.

    HardToLove
    Apr 29, 2015. 02:56 PM | 1 Like Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    No worries WWT - they're just slowly letting the "airs" out of the bubble so we won't get a big sudden drop. :-))

    HardToLove
    Apr 29, 2015. 12:38 PM | 5 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Mathieu: One of the many factors used to try and estimate what's happening in the economy. It suggests whether or not the consumer is likely to be taking on more debt (houses, cars, ...), would theoretically affect consumer cyclicals and consumer durable goods (washers, dryers, autos, ...).

    Think of it as the retail equivalent of the PMI.

    HTH,
    HardToLove
    Apr 28, 2015. 03:55 PM | 2 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Now bid $40 ask $45ish. Still trying to narrow the gap pre-opening.

    HardToLove
    Apr 28, 2015. 03:46 PM | 3 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Current bid $45ish and MMs and honest-to-God floor traders trying to narrow the spread before re-opening.

    HardToLove
    Apr 28, 2015. 03:43 PM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Caused by Solarity tweeting estimated results before release.

    TWTR requested halt.

    HardToLove
    P.S. TWTR will release earlier due to the Solarity effect.
    P.P.S. Meets EPS and revenue that Solarity reported.
    Apr 28, 2015. 03:34 PM | 2 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    And just heard it was flagged in the Marshall Islands.

    HardToLove
    Apr 28, 2015. 03:03 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
18,490 Comments
25,686 Likes