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H. T. Love  

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  • 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
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    Mea culpa!

    My "couple of months" was from the residuls of the PR: " The purchase order calls for shipments of product to Ballard over the next four months and will generate revenue in excess of $600K", of March 3, "UQM Technologies Receives Initial Purchase Order for Its New Fuel Cell Compressor System from Ballard Power Systems"

    I was trying to talk to my wife in Chile on Skype, work on the pool, track other stocks, ... and doing the typical listening for the unexpected.

    Apologies to all!

    May 29, 2015. 10:41 AM | 1 Like Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    "Tanks" D lane!

    May 28, 2015. 07:47 PM | 1 Like Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    Rick: It was about as I expected. Since all the big deals are still going to take some time to start generating volumes, I expect the "Short Attention-span Theater" market we have will let it languish a while longer yet, except for a couple days, maybe, of some retailers deciding that this entry point is as good as any for a long-term horizon.

    It's been honoring a descending wedge trading pattern thus far with support suggested about $0.89 today. I wouldn't be surprised to see it tested if the other folks that heard the conference didn't see a lot of (near-term?) positives there.

    OTOH, if the very recent slide was the "Sell in May and go away" market effect, maybe that slide is over?

    One thing I keep in mind is the Ballard order is supposed to generate $600K, IIRC, over the next couple of quarters and more orders are expected. If anything else comes along to augment that in any substantial way we could get a pleasant surprise next reporting period.

    I'm not expecting it though.

    In ignorance, mostly, and MHO,
    May 28, 2015. 07:45 PM | 1 Like Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    I just realized I posted some stuff in the short interest blog that more properly belong here. So I'll link to the stuff here. All occur in that same blog so once you get there through one link there's no need to come back here for the rest.

    SWAG as to why pps is tanking

    And an updated thought on that

    SA 5/28/2015 Earnings announcement and link to the PR:

    A 2014 presentation I didn't recall seeing before

    And I noted that I learned something from that deck I didn't know

    May 28, 2015. 05:14 PM | 1 Like Like |Link to Comment
  • (UQM) Short Interest Table [View instapost]
    On that slide deck, page 21 of 29 was a nugget I did not know: Proterra is building delivery vans for UPS and Frito Lay!

    That could turn out big for UQM and Proterra if they are successful.

    May 28, 2015. 05:01 PM | 1 Like Like |Link to Comment
  • (UQM) Short Interest Table [View instapost]
    I don't recall if we've posted this slide deck - says 2014 investor presenttion. Anyway, here 'tis (again?).

    May 28, 2015. 04:31 PM | Likes Like |Link to Comment