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John Petersen  

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  • Axion Power Concentrator 390: Feb. 22, 2015 [View instapost]
    One should always assume a double count on Nasdaq.
    Feb 26, 2015. 05:41 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 390: Feb. 22, 2015 [View instapost]
    The transfer agent always has the correct count and the number for the first page sec disclosure always comes from the transfer agent. Best practice is to report the number as of a date that's within a week of the filing date. Stockholders have no input on the issue.
    Feb 26, 2015. 07:16 AM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 390: Feb. 22, 2015 [View instapost]
    The first page of every 10-K and 10-Q must indicate the number of shares outstanding at the latest practicable date." So while the financial statements will report the share balance at 31-Dec-14, the front page of the 10-K will probably specify the share count for a date within a week or two of the 31-March-15 filing deadline.
    Feb 25, 2015. 11:36 AM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 389: Feb. 12, 2015 [View instapost]
    As I understand the manufacturing process, the electrode stacks are interleaved with glass mat separators and compressed into the battery case before any electrolyte is added.
    Feb 22, 2015. 08:47 AM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 389: Feb. 12, 2015 [View instapost]
    The progression with any product is "Learn how to make it and then learn how to make it better and cheaper."

    The first big one was the automated sheeting process and now we have ports. I have every confidence that there will be other large and small advances over time. In fact! I'm counting on them!
    Feb 21, 2015. 07:00 AM | 9 Likes Like |Link to Comment
  • Axion Power Concentrator 389: Feb. 12, 2015 [View instapost]
    I visit several times a day, but I try to limit my comment to factual clarifications.
    Feb 19, 2015. 07:52 AM | 11 Likes Like |Link to Comment
  • Axion Power Concentrator 389: Feb. 12, 2015 [View instapost]
    The buildings are leased, but the plant and equipment is owned outright.
    Feb 16, 2015. 04:17 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 389: Feb. 12, 2015 [View instapost]
    On 25-Jun-04 The stock had a single trade (800 shares) at $12 because a first tier brokerage house screwed up a reverse split and had to cover its customer accounts.

    The closing price two days earlier was $5.30 and the closing price six days later was $4.50. No shares traded on the gap days.

    Axion's founders have never bailed and we've all got the scars to prove it.
    Feb 16, 2015. 04:14 PM | 12 Likes Like |Link to Comment
  • Axion Power Concentrator 389: Feb. 12, 2015 [View instapost]
    Separating a couple percent of valuable material from a large percent of worthless material is relatively easy. Separating a half-dozen valuable materials from each other is far more challenging. Technically possible and cost prohibitive. Umicore loved to brag about their ability to recover a copper-nickel-cobalt alloy from their thermal process, at least until they learned that they couldn't take the alloy back to usefully pure metals.
    Feb 15, 2015. 11:35 AM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 389: Feb. 12, 2015 [View instapost]
    What they don't provide is P&L or balance sheet data.

    Recycling lithium-ion batteries is technically possible if you don't give a whit about cost. If economics matter it's a cruel hoax.
    Feb 14, 2015. 08:05 AM | 10 Likes Like |Link to Comment
  • Axion Power Concentrator 389: Feb. 12, 2015 [View instapost]
    Axion hasn't used the e3Supercell description since 2007.

    That tells me the report is more than a little dated.
    Feb 14, 2015. 06:00 AM | 8 Likes Like |Link to Comment
  • Axion Power Concentrator 389: Feb. 12, 2015 [View instapost]
    <enable snark font>

    When you consider that cathode materials are less than 50% of the weight of a typical cell it's amazing that the Chinese can recover 4,500 tonnes of cathode material from 6,000 tonnes of used cells and they only need 20 square meters of floor space (~220 square feet) per tonne of processed materials.

    <disable snark font>

    There is an immense difference between technical feasibility and economic sensibility. The Chinese engage in many hopelessly uneconomic activities for the sake of political expediency.

    Before holding a state-sponsored enterprise up as an example of wondrousness, one should think about whether the description makes sense.
    Feb 14, 2015. 05:55 AM | 11 Likes Like |Link to Comment
  • Axion Power Concentrator 388: Jan. 31, 2015 [View instapost]
    Public offerings typically close 5 business days after they go to market, which would make October 29th the warrant issue date.
    Feb 6, 2015. 04:25 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 388: Jan. 31, 2015 [View instapost]
    UQM makes some interesting albeit expensive components, but I don't see a lot of areas where their capabilities overlap with ePower's needs. They're focused on much lighter vehicles with an urban duty cycle. Heavy long haul is an entirely different kettle of fish.
    Feb 5, 2015. 03:05 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 388: Jan. 31, 2015 [View instapost]
    Sacrilege hell Iindy. That's outright commercial slander.
    Feb 5, 2015. 09:43 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
30,289 Comments
44,335 Likes