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Jack Lifton

 
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  • Energy, Imagination And Politics: A Toxic Cocktail For Your Portfolio [View article]
    John,

    Your table of sales by power train shows just the US market. Can you give us the percentage breakdown, by power train, for the global OEM market in those same years? I think that only the richest countries have any significant market for short range high priced status markers. I think that in the global market place IC power trains account for 98% of sales.

    Also, why is it with battery manufacturers going bankrupt that we don't see anyone worrying about shortages of batteries for future scrap like the Tesla? Where are the batteries going to come from for the million rolling toasters to be sold in 2015?

    Did you see the story out of Michigan of a local reporter finding the workforce in the LG battery factory just sitting around doing nothing while the proceeds of the $300 million federal "grant" keep them in snacks. Is there excess capacity for the Volt battery? How can that be?
    Oct 19, 2012. 05:39 PM | 3 Likes Like |Link to Comment
  • A123 Systems: An Object Lesson In Toxic Financing [View article]
    John,

    It seems to me that such deal structures as this "financing" are designed for the benefit of only the most savvy investors who become or are in fact the insiders in all but legal definition. My observations of the junior mining markets in Canada show many similar arrangements. I see the same old promoters selling deposits and then buying them back later or at least regaining control of them through financings like this for just a tiny fraction of what they made when they promoted the stock. They seem to be shearing the sheep and then letting the wool grow back for a future shearing.

    Do the documents show who is financing the Aone deal, and do we know who they are or for whom they are acting.
    Jul 29, 2012. 12:53 PM | 5 Likes Like |Link to Comment
  • Storm Warnings At A123 Systems [View article]
    John,

    Your financial sagacity is much appreciated. Would you please review the effect of the $650 million dollars of debt that Molycorp will have to take on to complete it's acquisition of Chinese-Canadian Neo Materials' Technology? I, for one, think that Neo's latest year was a one time thing and that it's (Neo's) future earnings will never again be as high as in 2011. I think that Molycorp probably therefore overpaid for Neo and that using borrowed money to overpay is not a good idea. Can you look at that deal and give your opinion as to it's financial impact on those companies? Obviously you'll have to use published data for such an analysis.

    Jack
    May 17, 2012. 11:46 AM | 5 Likes Like |Link to Comment
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