Seeking Alpha

H. T. Love

 
View as an RSS Feed
View H. T. Love's Comments BY TICKER:
Latest  |  Highest rated
  • Quickchat#272, June 16, 2014 [View instapost]
    Just received an 8-K for AXIH: Change to BOD and CEO.

    http://bit.ly/1kPawYI

    I figure those who likely got this info leaked to them early liked it.

    HardToLove
    Aug 8 04:12 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 356 August 7 '14: Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO; Share Reverse Split And Authorized Share Reduction Approved [View instapost]
    Dastar: ISTR that JP had some estimated cost of the carbon sheeting lines - maybe that's in the ballpark?

    HardToLove
    Aug 8 03:03 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 356 August 7 '14: Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO; Share Reverse Split And Authorized Share Reduction Approved [View instapost]
    I thought that was Maxim. And that was supposed to be an "upgrade" fro the outfit that did the previous financing round for us.

    HardToLove
    Aug 8 03:01 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 356 August 7 '14: Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO; Share Reverse Split And Authorized Share Reduction Approved [View instapost]
    I like the fact that uses are laid out clearly. Capex? Hm ...

    HardToLove
    Aug 8 02:43 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 356 August 7 '14: Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO; Share Reverse Split And Authorized Share Reduction Approved [View instapost]
    08/07/2014: EOD stuff partially copied from blog (up now).
    # Trds: 42, MinTrSz: 500, MaxTrSz: 23000, Vol: 260112, AvTrSz: 6193
    Min. Pr: 0.0960, Max Pr: 0.0998, VW Avg. Tr. Pr: 0.0971
    # Buys, Shares: 11 97300, VW Avg Buy Pr: 0.0976
    # Sells, Shares: 30 152812, VW Avg Sell Pr: 0.0967
    # Unkn, Shares: 1 10000, VW Avg Unk. Pr: 0.0998
    Buy:Sell 1:1.57 (37.41% "buys"), DlyShts 5000 (01.92%), Dly Sht % of 'sells' 3.27%

    Volume improved to the very low end of what I would think useful for giving some weight to what the technical stuff suggests. But not anywhere near what's needed for confidence at any level.

    Although buy percentage weakened, the VWAP moved up nicely. I suspect the buy percentage is due to the dregs of the two high-volume days 8/1 and 8/4. Anyway, this gives some support that the low $0.09xx price might give the support better than $0.10 that I was thinking would materialize. Time, time, time to wait and wait and wait to see.

    Today is the third consecutive day that has some signs that this may work out to be stronger support. Can't say it will not let us drop, but I believe it will take longer to move decisively below $0.09 than it did to move below $0.10.

    No sign of the 600K bid today. However, we did see 100K bids from CDEL, CSTI and ETRF mixed in with the normal stuff.

    I mentioned yesterday the improvement in daily short percentage continued and ended with “Do keep in mind that the daily short percentage will be choppy as it moves towards a more normal reading unless volume remains low”. Today volume doubled and the “choppy” manifested as we see a daily short percentage move from 40% to 1.92% today. It won't stay there though and as it makes its “leg up”, choppy or not, we should see price hold up relatively well. All bets off if we get MM-share days.

    Let's add in that we'll be exiting what had been weak periods for a long time – the first and last week of each month. We don't know if the pattern holds because this month the 8-Ks affected everything.

    No really egregious outliers were seen today.

    Today's low, high, VWAP, trade volume, and daily short sales moved 6.55%, 1.84%, 04.41%, 115.10% and -89.68% respectively. Price spread today was 3.96% vs. 8.77%, 17.51%, 29.26%, 14.36%, 5.84%, 8.70%, 16.32% 25.74% (23.76% if $0.1250 used as high) and 20.82% on prior days.

    The larger trades (>= 15K) occurred on 4 of the 42 trades, 9.52%. These 75,001 shares were 28.83% of day's volume, and traded at a VWAP of $0.0974. 1 of the larger trades, 25.00%, ...

    The other 38 trades, 90.48% of the day's trades, traded 185,111 shares, 71.17% of the days volume. The VWAP was $0.0970. 10 trades, 26.32%, ...

    http://seekingalpha.co...

    HardToLove
    Aug 8 02:29 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 356 August 7 '14: Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO; Share Reverse Split And Authorized Share Reduction Approved [View instapost]
    PY: Aha! As I always suspected, most people are really quite "shallow". ;-))

    HardToLove
    Aug 8 02:22 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 356 August 7 '14: Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO; Share Reverse Split And Authorized Share Reduction Approved [View instapost]
    PY: Just one question re "antimatter-annihilation and/or creating a dark energy source coupled with some way to harness the effects of quantum entanglement".

    How long till we can use it to replace our antiquated grid? ;-))

    HardToLove
    Aug 8 01:56 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 355 August 3 '14: Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO; Share Reverse Split And Authorized Share Reduction Approved [View instapost]
    Well I hope he's not PbC Believer because that violates SA rules re multiple IDs.

    HardToLove
    Aug 8 01:53 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 356 August 7 '14: Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO; Share Reverse Split And Authorized Share Reduction Approved [View instapost]
    Thx for the correction Iindelco - credit where due is important.

    HardToLove
    Aug 8 01:39 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 356 August 7 '14: Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO; Share Reverse Split And Authorized Share Reduction Approved [View instapost]
    MrHolty: "We need distributors to sell our stuff."

    I've one concern about that.

    Since the PbC is not (yet?) a commodity-like product with a high-volume ... "consumer market", I fear they would end up like (NASDAQ:CPST), which does almost exclusively a distributor model.

    Both CPST and AXPW (for now at least) require a substantial amount of engineering work to integrate into a project. CPST has suffered, IMO, in being unable to make a profit because a substantial part of their profit *apparently* goes to the distributors.

    CPST experiences costs in qualifying, training and various types of support to these distributors. A poster long ago said that CPST would be better off with direct sales because their costs would probably be comparable to a distributors but they would have all the profit from the selling price going into their coffers rather than a portion going to the distributors.

    The distributor model does have the advantage of reduced customer support costs after the sale. I've no idea what these may be.

    If Axion had produced freely available tech specs, product comparisons, pre-engineered supporting infrastructure requirements for various types of applications (somebody, maybe DRich(?), mentioned, e.g., a 4-14V inverter/converter) maybe we'd have a "commodity-like" product that would work well with a distributor model w/o sacrificing too much.

    I don't know, but it's one of the things I think that may be a counterpoint to a suggested distributor business model.

    In ignorance,
    HardToLove
    Aug 8 12:43 PM | 10 Likes Like |Link to Comment
  • Axion Power Concentrator 356 August 7 '14: Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO; Share Reverse Split And Authorized Share Reduction Approved [View instapost]
    Ranma: I forgot to mention, the items bounded by asterisks are *potential* bids/asks that *may* be hidden by better prices at the moment.

    HTH,
    HardToLove
    Aug 8 11:41 AM | 2 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    D-Inv: the only thing I can think of is that last analyst call they stated they would be shipping a whole bunch of containers in the 2nd and 3rd quarters.

    If that's true, should indicate huge increase in cash flow, in addition to whatever comes from the recycling operation they bought, possible reduction in inventory and increase in AR, etc.

    Should be close to reporting I would think. So maybe some speculative trading?

    HardToLove
    Aug 8 11:23 AM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 356 August 7 '14: Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO; Share Reverse Split And Authorized Share Reduction Approved [View instapost]
    Ranma: they are there, but far out of band.

    10:47 BB $0.0905x10K ATDF/*$0.0901x10K ATDF*/$0.09x11Kx10K CSTI NITE/*$0.089x10K ATDF*/$0.082x10K ETRF/$0.069x10K RAFF/$0.0616x10K BTIG/*$0.0471x10K CDEL*
    10:53 BA $0.0949x10K ATDF/$0.095x10K NITE/*$0.096x13.5K NITE*/*$0.0998x10K ATDF*/*$0.0999x10K ATDF*/$0.10x5K CSTI/*$0.11x12K ATDF*/$0.121x58K ETRF/$0.125x5K CDEL/*$0.13x6.5K CDEL*

    HardToLove
    Aug 8 11:05 AM | 3 Likes Like |Link to Comment
  • A speculative play on UQM [View instapost]
    DRich: Here's another one, maybe better?

    It was sitting there doing the usual $0.03 spread $1.56/$1.59 and all the trades were 100 shares hitting the $1.56.

    So I thought let's see if we can move those HFT bots and entered a bid at $0.157 fro 1200 shares.

    Immediately ARCA and ASE appeared at that price on the bid, a few hundred shares trade to *them*, even though I was the first *presented* bid at that price, and I canceled my order none the worse in my pocket book.

    The follow-on is now the bids again fall back to ARCA $1.56 by 100 (was 200) and the asks have dropped to $1.57 and trades again going 100 share trades at $1.56.

    This 100 share all day long at the bid, with sporadic interruptions, is what I've been seeing on this for a long time. Generally changes later in the day.

    I suspect it's somehow related to those "burst basket" trades ADVFN show are the majority of trades.

    HardToLove
    Aug 8 10:29 AM | 1 Like Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    (OTCQB:AXIH): For those following, no news but +15.60% at 09:59 this A.M.

    Leaky, leaky, leaky news boat?

    Both bids and ask up about a nickel from recent levels.

    Some few trades a bit larger than normal, but no real volume yet.

    HardToLove
    Aug 8 10:02 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
17,298 Comments
25,578 Likes