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Patrick Young  

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  • Axion Power Concentrator 399: June 8, 2015 [View instapost]
    So, ~320M shares fully diluted.

    $10M cash received within the next few months.

    Guaranteed revenues of $1M after 3 years.

    $20M from $1B in sales in the Asia region.

    Warrant price levels of $0.10 and $0.50.

    Did I get that right?

    Expecting another R/S soon and raising additional capital through similar strategic licenses, although the company may need a short-term loan to make it through the execution of the Asia deal.

    Well, ^%$#. As others have said, this is what the company should have done before we lost all our money.
    Jun 19, 2015. 02:23 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 399: June 8, 2015 [View instapost]
    You were not the only one pounding the table for a license.

    Classic case of founders' folly.
    Jun 19, 2015. 02:12 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 398: May 26, 2015 [View instapost]
    whoever bought shares on Jun 4 is a criminal
    Jun 16, 2015. 10:16 AM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 398: May 26, 2015 [View instapost]
    and the education continues!
    Jun 16, 2015. 10:15 AM | 2 Likes Like |Link to Comment
  • Sirius XM Holdings Redefines Cost Of Acquiring Subscribers [View article]
    I did a little back of the envelope calculations and I estimate that SiriusXM has about 1/10 the cost of maintaining and growing it's network than a ground-based network like Verizon's does. If they can break into video and general data-services kiss the cable company goodbye. $100B acquisition target. In any case, a severely undervalued company. Well anyways, IRDM and SIRI are both ripe for a market-cap upgrade.
    Jun 13, 2015. 03:39 PM | 2 Likes Like |Link to Comment
  • NeoStem: The Levi Strauss Of Cell Therapy [View article]
    Pros:

    Capital raise and grant add ~$45 in cash.

    Caladrius name change removes "stem-cell" stigma.

    Recent investor presentation addresses the control issue: "No relationship between native bone marrow CD34 cell counts and clinical improvements (in MACE, mortality, or ejection fraction) in control."

    Cons:

    Long time before new milestones.
    Jun 8, 2015. 09:38 AM | Likes Like |Link to Comment
  • Axion Power Concentrator 398: May 26, 2015 [View instapost]
    Anybody else notice the stock price and volume today?
    Jun 4, 2015. 12:56 PM | 3 Likes Like |Link to Comment
  • AK Steel: Looking Past The Headwinds [View article]
    So just to be clear - you expect USA to block dumping from China while at the same time China allows USA to export at fair value? Doesn't make sense. If we inhibit China exports, they will respond in kind.
    May 13, 2015. 04:29 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 397: Apr. 30, 2015 [View instapost]
    That makes sense.

    Unrelated question: Does anybody have any idea what material business besides looking for more stock/money to burn is happening in New Castle?
    May 13, 2015. 07:14 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 397: Apr. 30, 2015 [View instapost]
    RBrun> I don't disagree that Edmund is spending a great deal of time on the board for a much reduced audience and for no reasonable financial endgame, however, as far as the patents go, I think he's on to something: Despite the veiled guarantees of JP, I wouldn't be surprised if Axion lost a patent fight with the UltraBattery.
    May 12, 2015. 11:16 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 397: Apr. 30, 2015 [View instapost]
    Ok. I read it. "Confidential information" would be something that is not part of the public record. Since any patent law decision would depend on the patents - which are public record - and not "trade secrets" - maybe I'm missing some "subtlety" here - but logically speaking there is nothing that you know that the public doesn't that would be admissible as evidence for patent protection, particularly 10-12 years after the fact.

    also, the implication in paragraph 12: "Be careful to avoid inadvertent disclosures of information in the course of social conversations"

    has already been thoroughly violated on all counts via this board so I really don't understand the reluctance to say what it is about the patents, precisely, that is reliable in a legal challenge against the UltraBattery.

    I haven't been following the discussion but when JP says - sorry I can't talk about it - my BS meter goes in the red for two reasons

    1) if it isn't in the public record it is not defensible as patent protection

    2) JP hold his tongue for any reason? LOL.
    May 12, 2015. 10:53 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 397: Apr. 30, 2015 [View instapost]
    "I am not at liberty to discuss how or why I have come to believe that this is so."

    I agree with Edmund. If the patent is public record, what material evidence could you or JP possibly have that would change what is already plainly obvious from the public record? He merely asks for your interpretation of the facts.
    May 12, 2015. 08:40 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 397: Apr. 30, 2015 [View instapost]
    keep fighting the good fight Edmund.
    May 12, 2015. 08:36 PM | 7 Likes Like |Link to Comment
  • Copper Secular Bull Market Resumes, Buy Freeport-McMoRan [View article]
    hi contrarianadvisor>

    what do you say to the idea that demand for dollars will weaken as demand for Yuan strengthens?

    Does this not change your dollar index targets - i.e. Euro and Yen will not flow into dollars but into Yuan.
    May 8, 2015. 05:20 AM | Likes Like |Link to Comment
  • Peabody Is My Favorite Idea That Everyone Knows, But That No One Understands [View article]
    Hi,

    I am also of the mindset that short SPY, long FXI is the best market-indexed trade for at least the next 2 years.

    Don't really have an opinion on bonds.

    I agree that commodities are oversold because of the China slowdown.

    I also agree that commodities are going to rebound when it becomes apparent China is not done booming.

    One thing I don't hear discussed much is that dollar weakness could persist even as interest rates rise in the US as demand for dollars is redirected to the Yuan instead.

    As for BTU, what an opportunity!!
    Jan 2017 $5 call
    and
    Jan 2016 $8 call

    both have a lot of open interest.
    A $10 end-2015 price target = 10X on the Jan 2016 $8 call.
    A $30 end-2016 price target = 20X on the Jan 2017 $5 call.

    any thoughts on which strike/date you like and price targets?
    May 8, 2015. 05:08 AM | Likes Like |Link to Comment
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