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  • Axion Power Concentrator 146: Aug. 27, 2012: Axion Power Reports Second Quarter Results For 2012 287 comments
    Aug 27, 2012 8:25 PM | about stocks: AXPW

    These instablogs and the people who maintain them have no relationship whatsoever to Axion Power International. To our direct knowledge no person with a current relationship to Axion Power International other than being a shareholder participates in these instablogs.

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    Axion Power Reports Second Quarter Results For 2012

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    IMPORTANT UPDATE:

    Axion Power Market Cap and Share Count:

    (click to enlarge)

    Events that should have increased Market Cap siginifcantly over the past two years:

    1. NS in June 2010
    2. BMW in September 2010
    3. The toll contract in March 2011
    4. The DOE grant application with GM in April 2011
    5. The PJM connection in November 2011
    6. The toll contract extension in March 2012
    7. Completion of BMW testing
    8. The first NS battery order

    Sellside dynamic that pushed the market cap down into current cheap levels over the past two years:
    Fursa and liquidation trust - 3.3 million starting in April 2010
    Special Situations - 8.7 million shares starting March 2011
    Quercus Trust - 8.6 million shares starting March 2011

    Plus up to 8.2 million shares of selling by the Estate of James Winner that started sometime after his death in September 2010 -http://bit.ly/QaR9by.

    Plus up to 7.2 million shares that Manatuck Hill "might" have been sold in connection with a management change in Q1 of this year.

    Blackrock started with 7.15 million shares and reported sales of 2 million shares before it fell off the radar.

    Most of these sellers are ancient history because they're either out of stock or almost out of stock. As near as I can tell, there's nobody left that holds large enough blocks to push the market around. I find the current volume spike particularly encouraging because it seems to be a final blow out of the last shares remaining in weak hands.

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    Axion Power Moving Average Volume:

    (updated through Friday close Aug. 24th)

    (click to enlarge)

    I don't normally send updates mid-week but the new volume graph is important because the 10-day average broke 600,000 yesterday and we're within a day or two of a break-through where the 50-day will penetrate up through the 200-day. There's been a fairly consistent volume resistance in the 500,000 share range for a couple years and the 600,000 figure is a clear penetration. We've only had three other instances where the 50-day penetrated up through the 200-day. One was a tiny blip in August of last year that didn't last long, but the other two were large and sustained volume surges.

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    Axion Power Weighted Moving Average Prices:

    (updated through Friday close Aug. 24th)

    (click to enlarge)

    ---------------------------------------------------------------------------

    Axion Power Concentrator Comments Graph:

    (updated Aug. 21st)

    (click to enlarge)

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    Links to valuable Axion Power research and websites:

    The Axion Power Concentrator Web Sites created by APC commentator Bangwhiz it is a complete easy-to-use online archive of all the information contained in the entire Axion Power Concentrator series from day one; including reports, articles, comments and posted links.

    Axion Power Wikispaces Web Site, created by APC commentator WDD. It is an excellent ongoing notebook aggregation of Axion Power facts.

    Axion Power Website, the first place any prospective investor should go and thoroughly explore with all SEC filings and investor presentations as well as past and present Press Releases.

    Axion Power Chart Tracking, HTL tracks AXPW's intra-day charting.

    --------------------------------------------------------------------
    Be sure and either follow the Axion Power Host ID on Seeking Alpha or click the check-box labeled "track new comments on this article" just ahead of the comments section!

    --------------------------------------------------------------------

    WARNING: This is a troll free zone. We reserve the right to eliminate posts, or posters that are disruptive.

    Enjoy!

    Disclosure: I am long OTCQB:AXPW.

Back To Axion Power Host's Instablog HomePage »

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Comments (287)
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  • alsobirdman
    , contributor
    Comments (362) | Send Message
     
    Am I first? Just stopped in to check up on things. Haven't even looked at the day's chart yet
    27 Aug 2012, 08:38 PM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    BMW's August 2012 group presentation. Note on page 98 the conversion of functions to electric in support of SS and the electrification of the vehicle.

     

    http://bit.ly/PKhgF9
    27 Aug 2012, 08:39 PM Reply Like
  • CO3
    , contributor
    Comments (245) | Send Message
     
    iindelco: As a master service technician since the early 80's I was always staying on the cutting edge of upcoming auto technology.
    They were talking about electric steering & brake boosting at least 15 years ago. Given it's advantages I'm surprised it took so long to go "mainstream", entrenched entropy ? At any rate, it's the inevitable evolution & I'm glad to see it finally happening.
    (I even remember talking to exhaust reps who were telling us it wouldn't be long until mufflers as we knew them would be obsolete, they were going to have "speakers" driven 180 deg. out of phase of each cylinder pulse to cancel the noise and achieve near zero back pressure)
    The trainers & mfg. reps were telling us (a decade ago) to expect
    48 volt electrical systems "soon" to accommodate increased loads.
    27 Aug 2012, 09:33 PM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    CO3, It's hard to convince an industry that's struggling to survive to throw away billions of dollars worth of infrastructure to upgrade. The benefits have to be pretty compelling. Well it's finally here in some cases and coming in others. Higher fuel prices and government regs can be great motivators.

     

    Also with the Chinese now making 1 in every 4 passenger vehicles your method to stay in business is via technology and quality because you're not going to beat them on price.
    27 Aug 2012, 09:55 PM Reply Like
  • BugEYE
    , contributor
    Comments (191) | Send Message
     
    Thanks, they mentioned Auto Start/Stop function and Break energy regeneration. Wait a minute, Break(?) energy regeneration and ASS function, really? I can't stop laughing.
    27 Aug 2012, 09:55 PM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    BugEYE, This person thinks it's funny as well. Also trying to lock up the domain name for BMWAutoStartStop to make some money. :))

     

    http://bit.ly/OofPbT
    27 Aug 2012, 10:01 PM Reply Like
  • CO3
    , contributor
    Comments (245) | Send Message
     
    Oh Goody, I'm Bronze,
    Just need silver for the tri-fecta
    27 Aug 2012, 09:14 PM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    Well there ya go. Run the train up when you have excess energy and run it down when you want it back. Claiming 86% efficiency and half the cost of pumped hydro.

     

    Advanced Rail Energy Storage (ARES)

     

    http://bit.ly/OFPFTW
    27 Aug 2012, 09:39 PM Reply Like
  • Rick Krementz
    , contributor
    Comments (2164) | Send Message
     
    iidelco, the Ares numbers seem challenging. To produce (@100% efficiency) 1 kwh, one needs 1 metric tonne falling c. 370 meters (c. 1300 feet vertical).

     

    They write about 16-24 Gwh of storage. I use to work with iron ore; a loaded hopper car was about 100 tonnes. So they are talking about lifting 10,000 loaded rail cars (100 trains) 1300 feet vertical, for each Gwh of storage. Fully ramped, at their 80% efficiency, is 3000 trains a day (30 millions tons/day). The busiest freight railroad in the world http://bit.ly/QPy3Cz in China does about a millions tons per day. Wow... or unbelievable.

     

    Piece of cake ... pass me another hit of hopium
    28 Aug 2012, 03:37 PM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    Rick, Maybe they will use all the lead we will not longer need when they launch cheap lithium ion batteries. It's about 4 times the mass/unit volume. Too bad the US government doesn't have more depleted uranium.

     

    Anyway, That's one big rail yard on the top of some mountain somewhere. Could we use Mt. Olympus? That's located in D.C. isn't it?
    28 Aug 2012, 04:15 PM Reply Like
  • Rick Krementz
    , contributor
    Comments (2164) | Send Message
     
    I was thinking they could just fill the trains up with ineffective regulations.
    28 Aug 2012, 06:24 PM Reply Like
  • Futurist
    , contributor
    Comments (2124) | Send Message
     
    Rick,

     

    That was very funny. Very funny indeed.
    29 Aug 2012, 07:29 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17253) | Send Message
     
    Rick: LoL! But those are so heavy, they'd be self-defeating. As with all that stuff, they'd never be effective in accomplishing what is desired.

     

    HardToLove
    29 Aug 2012, 09:46 AM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    Or how about ski lift energy storage. Backed by Bill Gates. Shuttle gravel between hoppers at the top and bottom of available geographic elevation differences. Watch the video.

     

    http://bit.ly/MWGvnK
    27 Aug 2012, 09:42 PM Reply Like
  • CO3
    , contributor
    Comments (245) | Send Message
     
    or .... Bill Gross ??
    27 Aug 2012, 10:16 PM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    Yep, Him too. If it works we'll have to pay our Bill's! ;))

     

    http://bit.ly/OFTKaH
    27 Aug 2012, 10:23 PM Reply Like
  • CO3
    , contributor
    Comments (245) | Send Message
     
    I'm so glad you migrated from brand X,
    Great links, Thanks
    27 Aug 2012, 10:52 PM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    Well the brand x board used to be OK and valuable links made their way here based on people finding an interest in both boards. That tapered off significantly for reasons already discussed. So here I am. Like a bad penny.

     

    Great board with a troll zapper.
    28 Aug 2012, 12:12 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17253) | Send Message
     
    I was thinking of a carnival ride - "The Hammer". Less costly, less acreage, few right-of-way hassles, fewer needed raw materials, ...

     

    Run it to the top of the swing to "charge" it and release it to discharge. Come to think of it, every elevator in the country might serve ... if people would only cooperate. Then no hammer either.

     

    HardToLove
    28 Aug 2012, 11:37 AM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    HTL, I thought these to be interesting adaptations for areas without water. And yet they still need elevation differences. Perhaps you're right. Large masses attached to "Sky hooks". Maybe we need the space elevator after all. Imagine a large mass swinging from that. I'd like to see the scientists accommodate that force rate change!

     

    http://bit.ly/SMP5Yw
    28 Aug 2012, 12:01 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17253) | Send Message
     
    Iindelco: a simpler still implementation might be a "rail gun" with a steep incline. Little to no maintenance, could have elevation changes applied through simple hydraulic mechanisms as desired, ...

     

    As a "loop", use excess energy to fire "bullet" up, where it comes to rest at the top of the loop. Could include multiple "bullets" and parking stations at the top and bottom, allowing multiple sequential cycles (e.g. multiple overnight charging cycles).

     

    When augmentation of grid characteristics is needed, let 'er drop with rate determined by a quick change in slope.

     

    Not as flexible as our beloved PbC, but very energy efficient, cheap to manufacture, some flexibility in purpose being served, ...

     

    Watcha think - should we file a patent application? :-))

     

    HardToLove
    28 Aug 2012, 12:32 PM Reply Like
  • LabTech
    , contributor
    Comments (1766) | Send Message
     
    I just look at this system and keep thinking that moving all that gravel is going to cause the formation of a lot of dust, and that dust is going to get into all the gears and slow the system down so that is loses all of it's energy efficiency and will have a lot of maintenance costs. Just looks like something that's a good idea on paper, or in a garage, but put it out in the elements and it's not going to work the way they plan.
    28 Aug 2012, 01:38 PM Reply Like
  • Rick Krementz
    , contributor
    Comments (2164) | Send Message
     
    The dust is just one of the problems. Gravel, unlike water, has a huge amount of friction. To get the grave to move in or out of the buckets needs significant elevation, plus the height of the gravel pile itself.

     

    Water flows with a one inch drop; a gravel pile can rise dozens or hundreds of feet without "flowing". Transferring gravel (shovels, scoops) to load it into the buckets is energy intensive. A chain belt (which the buckets are suspended from) has high friction.

     

    I will be amazed if it has a positive round trip energy efficiency; I don't think the downpath will generate even enough energy to fill the buckets at the top.

     

    Simple mind experiment: ever tried to hand shovel a cubic yard of gravel and throw into a hole? Should be easy, it is all "downhill", right?
    28 Aug 2012, 02:00 PM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    "Simple mind experiment: ever tried to hand shovel a cubic yard of gravel and throw into a hole? Should be easy, it is all "downhill", right?"

     

    Oh yeah. Same with wood chips. Far lighter so it's easy right!
    28 Aug 2012, 02:35 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2382) | Send Message
     
    Gravel, Ski Lifts, Trains ... Oh My!

     

    Nice overview article (I think originally from Bloomberg):

     

    Ski Lifts Help Open $25 Billion Market for Storing Power: Energy
    Louise DowningAug 28, 2012 12:46 pm ET

     

    http://bit.ly/U8VWJQ
    28 Aug 2012, 04:54 PM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    Well folks, I hate to post this but we have a new sighting on the NS999. This video is dated August 13th and the loco is still in the same place as this last photo which is dated July 25th. Hasn't moved. :(

     

    In the video the NS999 is right in the beginning and you can see the distinctive curved strip on the side pain job. Arggh

     

    http://bit.ly/QpWFY6

     

    http://bit.ly/QpWEn5

     

    Special thanks to the posters of both the picture and the video!
    28 Aug 2012, 12:18 AM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    If the picture will not come up it's the last one on page 4 here.

     

    http://bit.ly/zr4BgC
    28 Aug 2012, 12:21 AM Reply Like
  • D-inv
    , contributor
    Comments (3886) | Send Message
     
    The NS999 may not have moved since late July, but the more I thought about it the more I felt it likely NSC's schedule for many things was thrown off by the early July "derecho" storm. Sure hope that is the reason for delay in populating the locomotive with PbC batteries since the rationale wetted appetite for more shares.

     

    Added 8K at 0.331 a bit earlier today.
    28 Aug 2012, 12:31 PM Reply Like
  • CO3
    , contributor
    Comments (245) | Send Message
     
    I agree D-inv, I had some deliveries from Penn. delayed almost a month. When I called to find out what was happening ....
    "our computer & electrical systems were a mess, it took weeks
    to get back up and then weeks to dig out of the backlog"
    28 Aug 2012, 12:42 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2382) | Send Message
     
    Actually what we know is that it hadn't moved on Aug 13, the date of the youtube video titled
    "NS Juniata Shops Roundhouse Altoona, PA August 13, 2012" .
    .. which I would have included the URL but God knows what SA is doing with it.
    28 Aug 2012, 01:16 PM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    D-inv, It should however be noted that chances are there is significant work that needs to be done outside of the NS999 for this integration as well. They are probably going to build the battery racks and install/wire the PBC batteries prior to integration to the NS999. As an example note the BNSF 1213 battery rack replacements for their Green goats. Pictures dated 2/2/06 in this group. Sorry for some reason I can't just post the pictures?!?

     

    http://bit.ly/PplmzG
    28 Aug 2012, 01:55 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2382) | Send Message
     
    I suppose if we wanted to be VERY charitable, we could posit that they've been busy designing and tweaking the manufacturing process of "kit-a-fying" PbC locomotives, especially if they've decided they don't want to take on all the potential future work at Altoona, or even if they didn't want to expand totally (in employees or space) there [for any number of reasons.]

     

    If they actually had a lot of confidence in success this round, maybe they're making this "delaying to us" step as part of the "prototype!"

     

    Pure speculation of course, but it will be exciting when we hear NS-999 has moved, because we'll probably have no idea how much work actually has to get done to "deploy" the batteries (which I believe was the word used in the Press Release) at that point.
    28 Aug 2012, 03:36 PM Reply Like
  • 42itus1
    , contributor
    Comments (214) | Send Message
     
    What will be even more exciting will be when we hear or detect that a passel of PbC batteries have left AXION or arrived at Altoona. This would be an event that I would expect deserving of some kind of PR leak, rather than watching for signs of movement of the slug to suggest such a shipment is in progress.
    28 Aug 2012, 10:44 PM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    The NS 999 was introduced very publicly by in September 2009 with a load of stories about how well it performed on the first day. Within a few weeks it destroyed the batteries and became an embarrassment. When companies have a high profile technical failure, subsequent work is usually a good deal quieter. I expect that NS will want to keep a lid on things until they can demonstrate that they got it right this time. So I'm not terribly hopeful that it will be a news item.
    29 Aug 2012, 12:16 AM Reply Like
  • JohnM121
    , contributor
    Comments (357) | Send Message
     
    Another installment on The Street: The New Thing in Green Tech: Micro-Hybrid Batteries

     

    http://bit.ly/NTGxOy
    28 Aug 2012, 07:30 AM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    I just wish they hadn't put a "Green Tech" label on the piece because it's way too sensible to qualify as green.
    28 Aug 2012, 10:04 AM Reply Like
  • DRich
    , contributor
    Comments (4421) | Send Message
     
    >JP ... I wouldn't worry about the "Green Tech" label. I takes people seemingly forever to figure things out. I'm sure most Green acolytes have never thought of storage being an important part of the system. Yeah, they probably, in the back of their minds, thought is was a good idea, but not a hard-&-fast requirement. Reference your statement that Germany has just awakened to this brilliant idea.
    28 Aug 2012, 10:16 AM Reply Like
  • Rick Krementz
    , contributor
    Comments (2164) | Send Message
     
    Storage is green tech. Just because much "green tech" has been stupid does not mean all green tech is stupid.
    28 Aug 2012, 10:39 AM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    I just wish there was a term I could use to distinguish sensible waste reduction from hopium driven delusions of green grandeur.
    28 Aug 2012, 10:45 AM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    "I just wish there was a term I could use to distinguish sensible waste reduction from hopium driven delusions of green grandeur."

     

    Differentiating the greenful and the green (green hopefuls and green)

     

    Greenium vs. Greenality (hopium induced green vs. green reality)

     

    ***

     

    For me there is a difference between dreamy green projects (it sounded good in a sci-fi novel, so lets do it), idiotic green projects (things that seem "green" but actually just destroy the environment in a different way), stupid green (people who think coal is dirtier than XYZ alternative because coal is black, thus it must be inherently dirtier), and actually green projects (which basically aren't so much green, but are more efficient and better ways to do things).
    28 Aug 2012, 10:55 AM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    There has to be a way to make the difference clear, but I haven't been able to find it. I'm tempted to put an ultra-sharp point on my pen and start writing articles with titles like "Tesla, Solar Panels And Vampires, A Winning Team"
    28 Aug 2012, 11:00 AM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2483) | Send Message
     
    What was your initial title?
    28 Aug 2012, 11:06 AM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    The title is just an idea that's been rolling around between my ears. After all, vampires are the only class of consumers that can charge their EVs from solar panels since the rest of us are out and about during daylight hours.
    28 Aug 2012, 11:19 AM Reply Like
  • Mr Investor
    , contributor
    Comments (2476) | Send Message
     
    S. Colbert just invents a word or phrase, like "Greensensible", "Greenblacks", "Solvent Green" or "Greenbacks vs Greenwacks".
    28 Aug 2012, 11:23 AM Reply Like
  • DRich
    , contributor
    Comments (4421) | Send Message
     
    >JP ... Something along the line of "Efficiency Tech" ... maybe?
    28 Aug 2012, 11:45 AM Reply Like
  • JohnM121
    , contributor
    Comments (357) | Send Message
     
    Conspicuous Environmentalism. No one sees the isolation in the attic, but everyone sees the solar panels.

     

    Storing solar electric in a battery during peak daytime hours, then transferring it to a car during low demand times would be laughable if it were not so misguided. It is a feel-good environmental LSD trip. (Not that I would know.)
    28 Aug 2012, 12:10 PM Reply Like
  • D-inv
    , contributor
    Comments (3886) | Send Message
     
    "Something along the line of "Efficiency Tech" ... maybe?"

     

    Or perhaps a variant on the efficiency theme - productivity?
    28 Aug 2012, 12:35 PM Reply Like
  • LabTech
    , contributor
    Comments (1766) | Send Message
     
    John,
    You are "so" old fashion! Haven't you heard about the new Twilight Series?? Now sunlight doesn't kill vampires. They just "shimmer" in it! <LOL> Actually, maybe the fact that the vampires shimmer in sunlight can be used as a renewable energy source? Who needs solar cells. Just hook up a bunch of vampires and let them power your house or EV!! :-)
    28 Aug 2012, 01:44 PM Reply Like
  • magounsq
    , contributor
    Comments (967) | Send Message
     
    John

     

    You've probably answered this before (re SA), but who makes the call on the headline?...(SA and TSC, or author)
    My understanding is newspaper writers do not write their own headline.

     

    A headline is a sure lure, given the volume of articles out there.
    28 Aug 2012, 01:53 PM Reply Like
  • Rick Krementz
    , contributor
    Comments (2164) | Send Message
     
    Do you see the news flash on the SA home page?

     

    "1:39 PM Tesla Motors (TSLA +3.4%) bounces back after shares were rattled yesterday on early word that GM was partially pulling the plug on its Chevrolet Volt production. Sentiment today could be influenced by a finalization by the Obama administration on new rules that will require cars and trucks to average 54.5 mpg starting in 2025. If the highly-debated reg sticks it's not a bad thing for Tesla as its Model S already sports a hard to match mix of power and fuel efficiency. The stats: An equivalent mpg rating of 89 and 0-to-60 mph acceleration of 4.4 seconds."

     

    The vampires are calling for you, John. Go, Tesla, Go!
    28 Aug 2012, 02:03 PM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    I always suggest a headline, but they're frequently changed by both SA and TheStreet.
    28 Aug 2012, 02:44 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17253) | Send Message
     
    Rick: and knowing how this stuff cycles, now that it's only +1.8% and hit a low today of $28, -1.1%, I don't think even a DOE grant could save ,,, OH! Wait.

     

    HardToLove
    28 Aug 2012, 02:52 PM Reply Like
  • Stilldazed
    , contributor
    Comments (2093) | Send Message
     
    JP,
    You may have to coin a new term. We already have "green wash" for the companies that talk a good story, but really have a zero sum effect. "Green tech" for supposed tech solutions. How about "green hope" for the emotionally driven solutions that aren't practcal?
    28 Aug 2012, 03:15 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17253) | Send Message
     
    "Greenophrenia" (offshoot of schizophrenia).

     

    Similar symptoms, but with a different focus.

     

    Not catchy enough though - would never make it to Wikipedia.

     

    HardToLove
    28 Aug 2012, 03:23 PM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    So far the best I've been able to come up with is "bleeding green" for companies that hemorrhage cash, but I'm sure there's something even better. I just need to spend more time with the TFTC (tin foil thinking cap).
    28 Aug 2012, 03:24 PM Reply Like
  • 481086
    , contributor
    Comments (3297) | Send Message
     
    Greenophelia? ;)
    28 Aug 2012, 03:28 PM Reply Like
  • SMaturin
    , contributor
    Comments (2103) | Send Message
     
    Sadogreenochistic.
    28 Aug 2012, 03:30 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2382) | Send Message
     
    Well, just be sure to check it out in urbandictionary.com before you use anything! :-)
    28 Aug 2012, 03:52 PM Reply Like
  • Poul Brandt
    , contributor
    Comments (271) | Send Message
     
    Greendeur ( green grandeur )

     

    Your own words John. :-)
    28 Aug 2012, 04:18 PM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    Greenery.

     

    The good stuff is valuable and it takes effort and time to grow. The crap grows like crazy and it springs up all over the place.
    28 Aug 2012, 04:37 PM Reply Like
  • SMaturin
    , contributor
    Comments (2103) | Send Message
     
    The science of Greenonomics: finding ways to waste cash on environmentally favored projects.

     

    The subdiscipline of Greenometrics: the ability to measure just how green you are by how much cash you wasted.
    28 Aug 2012, 04:53 PM Reply Like
  • 481086
    , contributor
    Comments (3297) | Send Message
     
    Greenie-ism--- a toxic amalgam of weenie-ism, crony-ism, and stoner-ism ...
    28 Aug 2012, 04:57 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Greenethos : the distinguishing character, sentiment, moral nature, or guiding beliefs of a person, group, or institution

     

    Derivative: GreenEVthos

     

    28 Aug 2012, 06:56 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17253) | Send Message
     
    Well in that case Iindelco, we already have a word for it: "weeds"!

     

    HardToLove
    29 Aug 2012, 09:56 AM Reply Like
  • wtblanchard
    , contributor
    Comments (2382) | Send Message
     
    NITE is back with an unknown quantity availability at .33

     

    Still the gap to UBSS next best 6300@.34

     

    fairly tight spread ATDF bidding 30K @ .3261
    interesting ... was 20K

     

    Fidelity got the symbol correct on John's latest article, but not seeing much reaction to it ... not much volume yet.
    28 Aug 2012, 09:57 AM Reply Like
  • wtblanchard
    , contributor
    Comments (2382) | Send Message
     
    Update: the .33 order got pulled for NITE and briefly showed .34 for them, but then they reinstated @ .335

     

    So from them possibly a lot at both prices.
    28 Aug 2012, 10:08 AM Reply Like
  • wtblanchard
    , contributor
    Comments (2382) | Send Message
     
    Speaking of Fidelity, they now have the correct symbol on JP's first article, and I note that that article is also referenced on Yahoo's AXPW stock summary page. I think Yahoo Finance still gets a lot of eyeballs (including me,) so that's a good thing.
    28 Aug 2012, 10:30 AM Reply Like
  • SMaturin
    , contributor
    Comments (2103) | Send Message
     
    Gaia's worshipful mysticals
    Are mightily proud of their teslacles,
    Until the battery box
    Comes down with a pox
    And breaks out with hot little vesicles.
    28 Aug 2012, 10:02 AM Reply Like
  • wtblanchard
    , contributor
    Comments (2382) | Send Message
     
    Anyone have insight on CO2 emission requirements now and soon in "Asia?"

     

    One could imagine that start stop in Tokyo for example would be desired on pollution control and cost of gas (I presume high) grounds. But I have no feel for how the laws there compare to here and Europe.

     

    Maybe as well for South Korea? Taiwan?

     

    Should be in China given their horrible pollution issues.

     

    While the dominant sales for Toyota and Hyundai would be in US and Europe, I'm just wondering whether they sell versions tailored to their home emission/mileage rules, and if so whether they might serve as a potential test bed before going worldwide.

     

    I understand many more stick shifts are sold in Europe than in the US ... is that also the case for Asia?
    28 Aug 2012, 10:49 AM Reply Like
  • Mr Investor
    , contributor
    Comments (2476) | Send Message
     
    We don't have the money to burn
    Yet thru all these scams we churn
    Oh what the heck
    We'll write 'em a check
    And hope it's our children that learn
    28 Aug 2012, 10:51 AM Reply Like
  • Mr Investor
    , contributor
    Comments (2476) | Send Message
     
    Was that a lightning bolt
    Or my car that gave me a jolt?
    My clothes are all charred
    My memory's been marred
    Was it a Tesla, a Leaf, or a Volt?
    28 Aug 2012, 11:00 AM Reply Like
  • metroneanderthal
    , contributor
    Comments (1499) | Send Message
     
    I gave this blog a short rest
    Thought it would be for my mental health best
    When I came back again
    and to my chagrin
    they're hosting a limerick contest
    28 Aug 2012, 12:00 PM Reply Like
  • Mr Investor
    , contributor
    Comments (2476) | Send Message
     
    While I watch our favorite stock grow
    Grass has more get up 'n go
    So my fingers alight
    On my keyboard all night
    Which nail grows faster, finger or toe?
    28 Aug 2012, 12:38 PM Reply Like
  • SMaturin
    , contributor
    Comments (2103) | Send Message
     
    With gnashing and wailing and crying,
    We wondered why paint wasn't drying,
    But Axionistas
    Have infinite vistas,
    So they went on buying and buying.
    28 Aug 2012, 12:41 PM Reply Like
  • Mr Investor
    , contributor
    Comments (2476) | Send Message
     
    Some buy, some sell, some lurk
    Some let the Axionistas do all the work
    There's iindelco and JP
    HTL and wtb
    But hey, what happened to Kirk?
    28 Aug 2012, 12:53 PM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    Mr. I, Hey just like all the other fiat currency obligations floating around. It'll never be honored.

     

    http://bloom.bg/On3gil
    28 Aug 2012, 11:05 AM Reply Like
  • SMaturin
    , contributor
    Comments (2103) | Send Message
     
    We really must look at the facts beyond
    The precipitous decline of Axion.
    Has the market awoken
    To a stock that is broken,
    And started to whip the inflexion?
    28 Aug 2012, 11:11 AM Reply Like
  • Mr Investor
    , contributor
    Comments (2476) | Send Message
     
    We think it's a question of when
    Not one of oh no not again
    When the world catches on
    I won't soon be a gone
    Cause I'm riding the wave up til ten
    28 Aug 2012, 11:39 AM Reply Like
  • SMaturin
    , contributor
    Comments (2103) | Send Message
     
    While today it just seems like a hassle,
    One day you'll be making a passel,
    When the stock goes to ten,
    And you cash it all in,
    You'll be thankin' the gents in New Castle!
    28 Aug 2012, 12:03 PM Reply Like
  • Mr Investor
    , contributor
    Comments (2476) | Send Message
     
    lol, I wondered who would try to rhyme New Castle. Next up: Dynamic Charge Acceptance.
    28 Aug 2012, 01:00 PM Reply Like
  • SMaturin
    , contributor
    Comments (2103) | Send Message
     
    AGM just hasn't a chance
    In the hybrid battery dance.
    We know for a fact
    Its greatest lack
    Is Dynamic Charge Acceptance.
    28 Aug 2012, 01:07 PM Reply Like
  • Mr Investor
    , contributor
    Comments (2476) | Send Message
     
    Easily met the challenge!
    28 Aug 2012, 01:27 PM Reply Like
  • rhyse12
    , contributor
    Comments (169) | Send Message
     
    Wow JP,
    Just read your article on the Street, and comments posted concerning a specific poster there. You could have have checked if he had dental coverage before you verbally punched his teeth down his throat. I'm sure he was looking for breakfast, but I dont believe he expected personal calcium chicklets were on the menu.
    It was a warranted response. Your opinions and forecasts do seem to be based on FACTS, not hope( hopium).. Having done my homework, you are very strong in your area of expertise, and it continues to be a pleasure to read and consider your opinions. The sparring with " greens and Muskovites" is a nice added bonus. Like many here, I too have skin in the axpw game. Thanks for the knowledge with a side order of comedy.
    28 Aug 2012, 11:21 AM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    Thanks for the kind words rhyse12. I don't like to be harsh with commenters, but I've learned that the only way to deal with critics is to speak my truth plainly. Appeasement gets me nowhere. Standing my ground may not win friends but it does command respect.
    28 Aug 2012, 11:35 AM Reply Like
  • magounsq
    , contributor
    Comments (967) | Send Message
     
    rhyse12

     

    Actually, John's response was quite tame compared to responses to someone who really crossed the line and pi**ed him off...;-)

     

    Now THOSE could be entertaining!
    28 Aug 2012, 01:57 PM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    I'm delighted to hear that my harshest critics are such a source of fun and entertainment for my friends. We aim to please you know.
    28 Aug 2012, 02:48 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2382) | Send Message
     
    I always thought, at some point, you aimed to skewer! :-)
    28 Aug 2012, 03:41 PM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    Only when people insist on making life difficult while refusing to use their heads for something more than a hat rack.
    28 Aug 2012, 04:56 PM Reply Like
  • magounsq
    , contributor
    Comments (967) | Send Message
     
    John

     

    No offense intended.
    You always address the comment, but your ending, pointed lines will be classics!
    29 Aug 2012, 11:38 AM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    I've gotten pretty hard to offend these last four years, but I've also learned that there are some people who just never learned how to disagree without being disagreeable. There's little in the world more effective than a bit of wit and humor when it comes to converting the argumentative and petulant. It doesn't always work, but it's usually quite useful.
    29 Aug 2012, 11:52 AM Reply Like
  • wtblanchard
    , contributor
    Comments (2382) | Send Message
     
    "Liquid Metal Battery — a promising battery startup backed by Bill Gates, Khosla Ventures and oil giant Total — has changed it’s name to Ambri"

     

    http://bit.ly/RVhiNs

     

    "Ambri is developing a battery for the power grid using molten salt sandwiched between two layers of liquid metal. The battery is still about two years from commercialization, and the team has built a 16-inch prototype, though they might scale that up to 36 inches. The team is still figuring out if they want the battery to be squarish or circular."
    28 Aug 2012, 11:29 AM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    WTB, Someone here had posted a TED talk on this technology awhile back.

     

    Here's the link.

     

    http://bit.ly/GRAenc
    28 Aug 2012, 11:51 AM Reply Like
  • Rick Krementz
    , contributor
    Comments (2164) | Send Message
     
    It's an interesting chemistry. They actually chose a sub $100 kwh target, and looked for materials that are cheap. As Liquid Metal Battery, they chose magnesium and antimony as cheap and plentiful. Actually Sb (antimony) is not so common, so they are now using an (unrevealed) chemistry.

     

    My bet is Br (bromine) will replace Sb. Br is readily available in large quantities. Although its crustal abundance is not high, it forms high concentration ores. (You heard it first here!)
    28 Aug 2012, 02:23 PM Reply Like
  • jakurtz
    , contributor
    Comments (1909) | Send Message
     
    GM Suspends Volt Production for the second time this year...

     

    http://on.mktw.net/POga97
    28 Aug 2012, 11:30 AM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    With no sarcasm intended, the Volt is the most successful plug-in going but it's sales have been a little tepid. The sales record so far on cars with plugs is dreadful. It really makes the companies who announced 2013 and 2014 launch dates look brilliant, because now they can honestly say "we've looked at the market and decided against throwing any more money down that rathole."
    28 Aug 2012, 11:39 AM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    Hey, The Volt/Ampera is a far far better rat hole filler than the former GM Impact EV was. And yet it's still a rat hole filler.

     

    Someday we hope it'll make sense but alas not yet.
    28 Aug 2012, 11:45 AM Reply Like
  • LabTech
    , contributor
    Comments (1766) | Send Message
     
    Hey, the Volt is doing one thing right. It's getting people into GM dealerships. They take one look at the Volt, see what it costs, and go and buy a Chevy Cruze. I see where the Cruze is GM's best selling small car.
    28 Aug 2012, 01:55 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2382) | Send Message
     
    Agreed ... was thinking something similar. Their constant advertising has to be improving their reputation for "cutting edge" cars among the group that aren't big car fans. Getting folks in the door to look has to have some value.

     

    Usually one has to be aware of being "upsold" ... but in this case you have to worry about being "downsold!"
    28 Aug 2012, 03:46 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2483) | Send Message
     
    Not to overshadow John's Axion article today, but I finally received the Axion Phase I Grant Application in the mail ...

     

    A copy has been uploaded to JP's dropbox and is available for viewing here:

     

    http://bit.ly/RVmr88

     

    Looking forward to the dissection ...
    28 Aug 2012, 11:54 AM Reply Like
  • metroneanderthal
    , contributor
    Comments (1499) | Send Message
     
    Nice work Stefan.
    28 Aug 2012, 12:22 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17253) | Send Message
     
    Good work Stephan!

     

    Thank you!

     

    HardToLove
    28 Aug 2012, 12:42 PM Reply Like
  • carlosgaviria
    , contributor
    Comments (783) | Send Message
     
    Stefan:
    Excuse me, this is the third application?

     

    -.First: Exide
    -.Second: GM
    -.Third: ?

     

    Thanks. Have a nice day.
    Carlos.
    28 Aug 2012, 01:18 PM Reply Like
  • Poul Brandt
    , contributor
    Comments (271) | Send Message
     
    Just a few quick notes when I briefly scan the document:

     

    The 16 Voly battery has to be optimized for energy (not power), however with some features from power batteries to keep the resistance so low that the 12 volt threshold is not passed too fast during stop.

     

    12 Volt is the lower limit accepted during stop. Mainly due to the headlights.

     

    Since 2007 Axion has been working with automotive OEMs including but not limited to GM, BMW.

     

    The results from phase one (this application) will be presented to OEMs including specific hybrid system suppliers. (Who can that be??)
    28 Aug 2012, 02:16 PM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    "The results from phase one (this application) will be presented to OEMs including specific hybrid system suppliers."

     

    Denso, Valeo, Continental, Bosch to name a few.
    28 Aug 2012, 02:30 PM Reply Like
  • Tim Enright
    , contributor
    Comments (1341) | Send Message
     
    Nice! best PbC Stop/Start document that I have read since the White Paper (once you get past the grant stuff)...

     

    PS The L5 is smaller than I thought...
    28 Aug 2012, 07:27 PM Reply Like
  • anthlj
    , contributor
    Comments (227) | Send Message
     
    Fine work.

     

    You have to hope that Axion have already completed a deal of this work, and that they were not awaiting grant monies to embark upon the scheme described in the application.
    28 Aug 2012, 08:49 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2483) | Send Message
     
    Interestingly, there is a citation, endnote 16, that is blacked out in the main text. However, it refers to an internal 2012 presentation at Idaho National Laboratories - "Axion Test Results:Gen3 PbC Modules"

     

    Would be interesting to find that presentation ...
    28 Aug 2012, 10:25 PM Reply Like
  • DRich
    , contributor
    Comments (4421) | Send Message
     
    >Stefan Moroney ... With all the linking that happens here it is really hard to keep up. The following link might have been posted before but I had not seen it. If it is a duplicate, I apologize. You might find it interesting and this seems to be a good place to jump in.

     

    In the recent past I read an entry about the UltraBattery from East Penn being tested in a Honda Civic. This link is the test report from that testing. Axion was supposed to participate (page 47) but it didn't so an Exide battery was tested along side of the UltraBattery. Enjoy.

     

    http://1.usa.gov/JL1N4a
    28 Aug 2012, 11:22 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2483) | Send Message
     
    DRich -

     

    Not sure that I have seen this. I am only a couple pages in, but one point that immediately comes to mind is Axion's efforts to introduce a modified DMHT for dual batteries. A major obstacle in comparing results is the lack of standardization in testing protocols.

     

    I seem to remember a paper that compared different protocols not too long ago ... Not sure which protocol is the toughest on the batteries ...

     

    On page six, Axion also compares the PbC to all other lead acid forms including the Ultrabattery stating that negative plate sulfation is unavoidable and limits DCA of all lead acid battery types during PSOC cycling.

     

    Apparently, the UB has real problems with cold weather as well.
    29 Aug 2012, 12:11 AM Reply Like
  • DRich
    , contributor
    Comments (4421) | Send Message
     
    >Stefan Moroney ... I found it interesting because it is the only testing report I've seen on an UltraBattery in years. It also gives me a feel for how the Axion PbC might perform (and I hope it is better & cheaper).
    29 Aug 2012, 12:17 AM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    I'm very comfortable with the better part, but assume the Ultrabattery is cheaper, at least for now.
    29 Aug 2012, 12:46 AM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    L5 is a standard European battery case size and if you want to fit something into a European car it's important to stick with standard. Batteries like the 30HT are great for applications like the NS 999 and the PowerCube, but when it comes to the auto industry you have to adapt.
    29 Aug 2012, 12:55 AM Reply Like
  • bazooooka
    , contributor
    Comments (2322) | Send Message
     
    Nice to read the bios of some of our engineers (pg.32+) And also good to confirm Axion's PbC capacity (bottom of pg. 33).
    29 Aug 2012, 02:49 AM Reply Like
  • bazooooka
    , contributor
    Comments (2322) | Send Message
     
    Xide failed miserably (pg. 35) but the UB might be a contender. Good data.
    29 Aug 2012, 03:05 AM Reply Like
  • Poul Brandt
    , contributor
    Comments (271) | Send Message
     
    good find bazooooka

     

    page 33:
    "These two facilities provide ......an annual production capacity of 60.000 PbC@ batteries".

     

    As far as I remember the capacity is 400 PbC batteries pr day on the battery assembly line or about 100.000 pr year.(one shift, weekdays only). So the limiting factor must be the electrode manufacturing i.e. electrodes for 60.000 batteries pr year.

     

    This confirms that electrodes have to be stocked (as we were informed they are in the last cc), if it is expected that the full manufacturing capacity of 100.000 batteries pr year is needed.

     

    Let's see: 25.000 batteries pr quarter sold at say 300 USD each that is 7,5 million USD.

     

    I wonder if I am really overweight after all, when we reach 1 USD per share :-)
    29 Aug 2012, 03:16 AM Reply Like
  • bazooooka
    , contributor
    Comments (2322) | Send Message
     
    John,

     

    Would EastPenn be a good "strategic partner" based on the assumed synergies that both teams do/could bring to each other. =) Heck, often it is implied on this board that something of the sorts is already going on informally.

     

    To that I've wondered why a potential competitor wants to keep Axion afloat? Could there be litigation issues that are being mitigated by them playing nice with us? What am I missing here?; why would they want to help us instead of just having the micro-hybrid space for themselves.
    29 Aug 2012, 03:20 AM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    Axion has had a strategic relationship with East Penn since 2004. Their support and assistance over the years has been very valuable.

     

    While it wasn't a factoid that many focused on in April 2009 when Axion announced the Exide agreement, the press release said "Axion will still retain the limited ability to market its PbC battery to one other lead-acid battery manufacturer under an existing agreement ..." I don't know for certain, but I'd give long odds that the unnamed battery manufacturer was East Penn.

     

    East Penn is playing a very smart game. They're a major force in the US battery industry and they have a long standing relationship with Axion that will give them preferred status when it comes to making co-branded PbC batteries. By snagging the Ultrabattery for North America they've blocked a good chunk of the white space between carbon additives and the PbC.

     

    The science is still evolving and it's unclear wether the Ultrabattery will be a dynamic competitor for micro hybrids, which are a tougher duty cycle in many respects than HEVs. No matter how the science turns out, East Penn will be front and center with the ability to make and sell the most desired products.
    29 Aug 2012, 04:57 AM Reply Like
  • bazooooka
    , contributor
    Comments (2322) | Send Message
     
    That all makes good sense and I realize you're implying that maybe the UB goes after HEV and the PbC get the micro-hybrid share. I also will assume that it's better to play nice with the big boys then try to enforce patents when you don't have deep pockets for legal fees.

     

    Thus maybe E. Penn can further help Axion (and themselves) out by taking a substantial ownership stake in AXPW while the stock is near its all time lows. I was hoping that the "strategic relationship" might be one that can move from backscratching to the often discussed "strategic partner" level mentioned in regards to our next financing.
    29 Aug 2012, 05:08 AM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    I'd hate to guess at what TG is thinking in terms of strategic investors, but my first bet would be more than one. If you have one strategic investor, or for that matter one big financial investor, he carries a pretty big stick as the bull of the woods. If you have three or four strategic investors, they're each important but they tend to cancel each other out in the power equation leaving you in control of your own destiny.

     

    In 2008 and 2009, Quercus was a very strong force because it owned twice as many shares as anyone else. In 2010, Quercus was one of five big holders and had considerably less influence.
    29 Aug 2012, 05:18 AM Reply Like
  • metroneanderthal
    , contributor
    Comments (1499) | Send Message
     
    IIRC TG did say strategic "investors" during the CC.
    29 Aug 2012, 06:34 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17253) | Send Message
     
    Bazoooka: IMO, "enlightened self-interest" is always an excellent consideration for successful companies.

     

    EP seems to be that.

     

    HardToLove
    29 Aug 2012, 10:08 AM Reply Like
  • 481086
    , contributor
    Comments (3297) | Send Message
     
    I still don't get the Ultrabattery. To me it's a soup sandwich in some ways. In the FOIA'd grant application (All gratitude to Stefan), the point is repeated that the two-battery solution offers the major advantage of being able to tailor all the associated electronics and load/charge profiles to match and optimize each chemistry's unique advantages and mitigate each's weaknesses... It seems to me the same approach would be superior as the move is made up the hybrid scale. In the Ultrabattery, all that is sacrificed--you have this simple parallel relationship between the two disparate cell types and you totally forgo the ability to manage each half's SOC independently... In short, if you have an application that calls for both the characteristics of the PbC and LA, why the heck handcuff them in the same package and make them compromise with each other? Do the right thing, do the hard work--like exactly what Axion's doing, and combine them externally, with the right circuitry, better leveraging the unique advantages of each and achieving better control of cell state. With its straight simple "dumb" connection, the ultrabattery nevertheless seems a kludge, and I can't see how its fundamental and fatal internal compromise is ultimately going to lend itself well to ultra demanding applications like hyrids...
    29 Aug 2012, 11:16 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17253) | Send Message
     
    48; EP could easily go back to (increase?) AGM/LAB production if/when the two-battery system gains traction. And the Ultrabattery probably has lots of utility in other niches.

     

    So I think they are likely well-positioned to take advantage of any wind direction.

     

    MHO,
    HardToLove
    29 Aug 2012, 12:27 PM Reply Like
  • Stilldazed
    , contributor
    Comments (2093) | Send Message
     
    Stefan,
    I spent about 2 hours on the INL site last night and could not locate the presentation. If you go to look do not put Axion in the search pane, you get papers and papers about dark matter. If you search lead carbon battery, there is some R%D papers by Chinese and Russians and papers about the Ultra battery. Or to keep it short and sweet, no joy.
    29 Aug 2012, 01:40 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2483) | Send Message
     
    Thanks SD,

     

    This morning, I submitted another FOIA request to INL. It would be far easier if Axion management just posted the stuff to our forum, lol.
    29 Aug 2012, 02:26 PM Reply Like
  • Rick Krementz
    , contributor
    Comments (2164) | Send Message
     
    Stefan, I have asked Vani about that. Perhaps you want to jog him with a note, too.
    29 Aug 2012, 03:39 PM Reply Like
  • Stilldazed
    , contributor
    Comments (2093) | Send Message
     
    Stefan and Rick,
    Axion would have to make it public on their website to keep us as an unofficial group of investors with no tie to the company other than stock. If they just gave us the info without posting on the website, could it be considered insider info? JP would know. I just understand that Axion must walk a fine line as far as we, at these concentrators are concerned.
    29 Aug 2012, 05:19 PM Reply Like
  • Rick Krementz
    , contributor
    Comments (2164) | Send Message
     
    Stilldazed, I certainly would defer to JP, but if the information is available under an FoIA, I do not see how that could be privileged. Members of this board do a lot of investigative work, which we happen to disclose freely. We do not have to disclose anything; we could move to a secret, password-protected site.
    29 Aug 2012, 06:06 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2483) | Send Message
     
    I tend to agree with Rick and therefore emailed Mr. Dantam. Not sure what the response will be, but all he can say is no.
    29 Aug 2012, 06:19 PM Reply Like
  • Stilldazed
    , contributor
    Comments (2093) | Send Message
     
    Rick,
    I understand your point. I'm just pointing out potential minefields for Axion and some fine lines they must walk. I'm not qualified in legal stuff any more than I am in engineering stuff, I have learned however, to be cautious.
    29 Aug 2012, 06:45 PM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    Ultimately the problem with releasing data on an innovation like the PbC is knowing that one group (the Axionistas) wants to use the data for peaceful purposes while another group (Competitors) wants to use it for nefarious purposes of their own. Like everything else in life it's a trade-off and one that we need to be aware of.
    30 Aug 2012, 01:30 AM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2483) | Send Message
     
    Carlos,

     

    Under this particular grant, it is Phase I of three potential phases. Otherwise, this is the third grant application that we are aware of. However, we may be unaware of other grant applications which did not come to light.
    28 Aug 2012, 02:09 PM Reply Like
  • Articula
    , contributor
    Comments (245) | Send Message
     
    John,

     

    I hope you don't mind but I'm re-hashing one of your articles since the US CAFE standards have been signed into law. I believe its a momentous day for our energy future and you explained beautifully the effects.

     

    http://bit.ly/QPq4Wl
    28 Aug 2012, 02:58 PM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    Oh Joy!

     

    Now I get to spend a couple day wading through 1,230 pages of final rule release.

     

    http://1.usa.gov/PMjCn1
    28 Aug 2012, 03:04 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17253) | Send Message
     
    It'll keep you out of trouble ... until you pen the next article based on what you discover there.

     

    HardToLove
    28 Aug 2012, 03:08 PM Reply Like
  • Articula
    , contributor
    Comments (245) | Send Message
     
    You're particularly snarky today - must have your deflector shield on from TheStreet still. >-:D
    28 Aug 2012, 03:08 PM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    Just be glad you don't have a huge interest in writing about healthcare reform!
    28 Aug 2012, 03:22 PM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    I apologize. I didn't mean to be snarky at all. I live for rule releases and other arcane publications that put most sane people soundly to sleep.
    28 Aug 2012, 03:26 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2382) | Send Message
     
    It's John's Super Power!

     

    http://bit.ly/RVZaDc
    28 Aug 2012, 03:59 PM Reply Like
  • LabTech
    , contributor
    Comments (1766) | Send Message
     
    John,
    Could be worse. "We" could all have to read it instead of just waiting for you to give us the Cliff notes! :-)
    28 Aug 2012, 10:32 PM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    I'm not sure how much time I'll spend analyzing regulations that don't even begin to take effect for another five years. There are just too many independent variables that come into play as the timeframe increases. I tend to view these rules as political theatre at this point, rather than a rational assessment of what's actually going to happen.
    29 Aug 2012, 01:01 AM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2483) | Send Message
     
    ZBB presented at an investor conference this afternoon.
    Replay is here if interested -

     

    http://bit.ly/QPtBnr
    28 Aug 2012, 03:15 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2382) | Send Message
     
    Interesting day on the offer side ... I missed some of it, but from all I saw it was ATDF and and NITE trading places all day between .33 and .335, and we ended at .33 :-(

     

    Even the bid side I don't think moved that much usually around .326.

     

    Not surprised, but a little disappointed we couldn't move up and maintain .335 on the offer side ... which was attempted, but didn't hold.

     

    244K volume ... meh. Closed flat.

     

    Without news, I'm guessing slow non-dramatic slide till the Indy Show.
    28 Aug 2012, 04:10 PM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    Rosewater getting some info. out before the show.

     

    New Energy Hub from Rosewater Energy Harnesses & Stores Renewable Energy Sources

     

    http://bit.ly/NvugjA
    28 Aug 2012, 04:44 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (1462) | Send Message
     
    thanks - I missed this one. The remote monitoring is a sales-maker in my mind. Essentially an app to let folks show their friends what they're getting, personally or as a part of a neighborhood. There's no reason why homeowners associations and the like shouldn't be considering these Power Cubes and I think the energy companies would be willing to do a lot to help folks make it happen. Truly distributed opportunity.

     

    Of course, lately it seems I'm typically wrong, but just like from the teebox - I'm going long.

     

    From the article:
    The Residential Energy Storage Hub is an uninterruptible power supply (http://bit.ly/RWwslH) that was designed to provide a variety of highly sought after energy storage solutions for homeowners. In addition to providing constant, reliable power output from virtually all power sources, including solar panels and wind turbines, the unit conditions incoming power and auxiliary power to help protect critical systems including valuable electronics and systems, including home security and "smart home" control technologies.

     

    "Today's homeowner aspires to have complete autonomy when it comes to managing the energy systems within their home," said Joe Piccirilli, managing director for Rosewater Energy Group. "Whether homeowners want to maximize the potential of energy supplies from increasingly popular renewable energy sources, or utilize power from 'the grid', the Residential Energy Storage Hub affords them that luxury."

     

    Homeowners seeking home energy freedom can now participate in demand response (http://bit.ly/RWwppS) programs from their local utility company or let the powerful hub take them fully "off the grid" by utilizing renewable energy sources.

     

    The system's impressive trustworthiness is secured by Axion Power advanced lead-carbon batteries, which ensure 5-20 times the cycle life of traditional lead-acid batteries found in other power supplies. The proprietary battery technology is both safe for home use (UL approved) and safe for mother nature, composed of over 99% recyclable components.

     

    The hub acts as a powerful surge protector, assuring that the connected circuits will always see pure sine waves at 110 volts and 60 cycles—even when using solar energy, a capability normally perceived to be unreliable when used in conjunction with other power systems. The Residential Energy Storage Hub uses a 10kW/12kWh power quality conversion switchgear that utilizes UPS technology and corrects many common power quality problems that can occur with power from the grid, renewables and back-up generators.

     

    The system is easily configured through the use of the Energy Router , allowing the simple integration of on-board UPS monitoring functions: solar energy production and usage, utility smart grid interface requirements and other features. This functionality provides homeowners monitoring capabilities from both in-home and remote access systems—a highly requested functionality that emerging trends suggest could be a game changer in home energy storage.
    28 Aug 2012, 08:11 PM Reply Like
  • magounsq
    , contributor
    Comments (967) | Send Message
     
    Edmund

     

    Good post...good catch!

     

    Bingo...we have bingo!

     

    From the article:
    The Residential Energy Storage Hub is an uninterruptible power supply (http://bit.ly/RWwslH) that was designed to provide a variety of highly sought after energy storage solutions for homeowners. In addition to providing constant, reliable power output from virtually all power sources, including***** solar panels and wind turbines, the unit conditions incoming power *****and auxiliary power to help protect critical systems including valuable electronics and systems, including home security and "smart home" control technologies.

     

    Using solar and wind...key for renewable efforts...translatable to homes!
    28 Aug 2012, 10:53 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (1462) | Send Message
     
    Actually played a few games in the winters I spent in Alaska. BINGO!!! Yeah , I won - once.

     

    but the credit is due to iindelco.

     

    btw, neither of the embedded links takes me where I want to go - one leads to a Seeking Alpha article on UPS (the brown van ppl) and the other to an article (also SA) on Darwin Underwriters (defunct). What gives? Do these work for anyone else?
    28 Aug 2012, 11:24 PM Reply Like
  • magounsq
    , contributor
    Comments (967) | Send Message
     
    iinelco

     

    My apologies...your link.
    But posting follow up excerpts many times pushes one to read more deeply or just not ignore the link.

     

    Am I off base here?

     

    The chat on this board accents the "luxury"-high net worth market for toys re Residential Energy Storage Hub.

     

    At the risk of stating the obvious, the home UPS function has a huge value, let alone commercial, especially in the northeast winters and elsewhere in the USA/World. (of course depending on the cost)

     

    Not to rehash the article headlines posts above...well yes, I'll rehash.

     

    "SOLAR AND WIND...NOW it works"
    "Solar...Wind...Energy Storage...the missing triple play"
    "The Solar/Wind missing link...STORAGE!"
    "Solar and Wind...now works sans subsidies"
    "Energy Storage has arrived...NOW let's talk wind and solar for real"
    "Who's on Third-Energy Storage"

     

    "Who just crossed Home Plate-Energy Storage"
    "Energy Storage hits Home Run...with Solar and Wind Scoring Also"

     

    (sorry for puns John!)

     

    Ok...someone give me a realty kick in the pants!
    I have to be missing a few factors.
    29 Aug 2012, 12:55 PM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    Now there's a word you want attached to your battery cells. Especially when some current owners are questioning your battery pack quality.

     

    Anyway, Hitachi, the proposed new supplier, Is the supplier for the battery packs GM is using for launch assist on some of their vehicles like the Regal, Lacrosse and the Malibu as options.

     

    2013 Nissan Leaf Electric Car To Use New, Cheaper Battery Cells: UPDATED

     

    http://hgm.me/U8VNWV
    28 Aug 2012, 04:53 PM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    College boy goes to Arf-gan-er-stan and forgets everything they taught him.

     

    NPS Researchers Apply the Latest Battery Chemistries to Power the Fleet

     

    "What makes SSFC batteries work is a substance cleverly dubbed, “Cambridge Crude,” because of its development by researchers at the Massachusetts Institute of Technology (MIT). Initially created at MIT utilizing lithium-based chemistry, the NPS team sought to utilize a similar concept, but based it on traditional, low-cost battery chemistries, such as the lead acid or nickel metal hydride found in the majority of batteries used today.

     

    “We are using a different chemistry than the Cambridge guys, which requires different hardware and a modified design. They were really shooting for the moon, we are essentially dumbing things down to create a simpler application,” said Johannes.

     

    “We have been using lead-based batteries for a very long time … lead is cheaper, safer and it’s known … To put it in automotive terms, you don’t always need a V6 to get the job done when a V4 will work. And the V4 is also more affordable to a larger crowd, and requires lower operating costs,” he added."
    -
    "While giving credit to their colleagues at MIT, the NPS team is confident that the low-cost battery chemistries, like lead or nickel metal hydride, are excellent solutions for medium-to-large scale applications."

     

    http://bit.ly/NvwVtj
    28 Aug 2012, 05:04 PM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    I'm still smilin' thinking about how a little dose of reality seems to have saved at least one young person from lithium addiction. A little Afgan reality tour. Ya gotta love it.
    28 Aug 2012, 08:42 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (1462) | Send Message
     
    Much appreciate your efforts here in digging.

     

    That said, two of my sons are coming and going from Afghanistan and they don't forget anything. Their focus and dedication to learning, training and surviving are unequalled. They know their weapons systems and duties better than you know AXPW.

     

    It's up to the State to explain why they're there; to them it's a duty and a privilege to be counted amongst those who stay at their post.

     

    I'm not sure what your thinking was behind your opening line, so I'll give you the benefit of the doubt, but it sounds inappropriate, if not insulting.
    28 Aug 2012, 08:46 PM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    Edmund, If I offended you or anyone else I am truly sorry as it was not my intent. My attempt at humor was only to point out my overall perspective of lithium being "The greatest" and all other technology being of little to no value.

     

    Not the best time to emphasize how appreciative I am of your sons and all those that serve. But I am.

     

    Again my deepest regrets for my miscommunication. I can see how my wording was inappropriate based on how I tried to get my message across.
    28 Aug 2012, 08:56 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (1462) | Send Message
     
    It's all good. I'm saying blood is thicker while you're saying Pb is heavier. I'm agreeable. Be well.
    28 Aug 2012, 09:03 PM Reply Like
  • thotdoc
    , contributor
    Comments (1415) | Send Message
     
    After several years of being invested in AXION and other alternate energy companies, and however long I've been learning from this board, I see an article like this one and 1) admire the scientists and 2) recognize that they are years if not decades away from the dream of their battery in general commercial use, not to even discuss the service station. That little 'greed or fear' thing inside me no longer registers with every new idea.
    28 Aug 2012, 09:12 PM Reply Like
  • carlosgaviria
    , contributor
    Comments (783) | Send Message
     
    "Obama Completes 54.5 MPG Fuel-Economy Mandate for Cars"

     

    http://bloom.bg/OHKmDy

     

    ...The rule, first proposed in November 2011, gives automakers extra credit toward meeting the standards by selling alternative-fuel vehicles. Today’s final version gives the same credits to sales of natural gas-powered cars as electric vehicles.
    28 Aug 2012, 05:42 PM Reply Like
  • amishelvis
    , contributor
    Comments (143) | Send Message
     
    Thanks Stefan, The ZBB presentation has alot of info on the grid, and the lack of. Much of it could be applied to AXPW.
    28 Aug 2012, 08:41 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (1462) | Send Message
     
    There's quite a few loco-motives and a lot more auto-motives, but I believe that the real bennies of PbC are to be found in the recyclability of lead and the storage apps represented by the PowerCube.

     

    While I doubt the PowerCube as an alternate energy storage device really requires the deep discharge or the high DCA except in the unusual off-the-grid app, I think the sulfation problem is present in other Pb-based batteries regardless and the PbC solves that admirably.

     

    From what I have learned, based on my own research prompted in large part by what I have heard here, the PJM application represents a lucrative market totally independent of the alternate energy market (which is strictly storage-based unless you are capturing lightning - now that would be cool!) and wide open NOW.

     

    All that said, what I would like to hear is that I am wrong. That while I'm at work my mini-PowerCube could be recharging and when I get home I can have enough energy stored from wind and sun and moonshine that I don't have to pay PSE&G ONE DIME MORE. EVER. Because there's enough lead and carbon to go around and around. What's the storage capacity of all the lead currently mined?

     

    Of course, there's ten times as much vanadium in the earth's crust (I love the crust.) But how recyclable is it? etc, etc, with the questions Pb has ready answers for.

     

    IMO, AXPW is a mature idea (one reason I believe in it - who said "PbC - Profit beats Cool"?) that needs to be adopted or it will be surpassed. I'm giving this one more year, like I said before.
    28 Aug 2012, 10:43 PM Reply Like
  • Futurist
    , contributor
    Comments (2124) | Send Message
     
    Edmund,
    Interesting comment about the PbC. You stated this:

     

    "While I doubt the PowerCube as an alternate energy storage device really requires the deep discharge or the high DCA except in the unusual off-the-grid app, I think the sulfation problem is present in other Pb-based batteries regardless and the PbC solves that admirably"

     

    I have given much thought to this subject while trying to come up with the "best product" for Axion to make. As a storage device the PbC really has many equals. In fact LABs do it cheaper and probably better. Where the PbC shines is in its ability to rapidly charge and discharge without the resulting sulfation issue. The Cube is a great product, only when it is used behind the meter. When applied that way it cycles often and pays for itself at the same time. This is not true with the Home version being promoted. That mini cube is used for smoothing out electricity to very high end appliance users.
    I'm still unsure why the Viridity/ Axion PowerCube combination has not turned into more PowerCube sales. I believe we will see that combination turn into something very soon.
    If not then someone at Axion has missed the boat entirely. And that, I doubt , has happened.
    29 Aug 2012, 08:10 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17253) | Send Message
     
    "I'm still unsure why the Viridity/ Axion PowerCube combination has not turned into more PowerCube sales. I believe we will see that combination turn into something very soon."

     

    Like the RRs, the electrical grid moves at glacial (or slower) pace, as others have pointed out. Probably slower because of the nature of, and additional layers of, regulation.

     

    As I've learned since 2007, my patience is my greatest investing asset. Everything else I learn only supports that major attribute when I'm *investing*.

     

    IMO, it's something we all need.

     

    HardToLove
    29 Aug 2012, 10:37 AM Reply Like
  • LabTech
    , contributor
    Comments (1766) | Send Message
     
    Also, don't forget that they are still getting the FERC regulations into place. I think the article about Beacon Power BK and resurrection under new ownership was a little self serving, but the one thing they did point out, that I think was true, was that Beacon had an installation up and ready to be used, but didn't have FERC regulations in place that would allow them to charge more money for fast grid response times vs slower systems. Without that difference in pricing they were sunk. Same can be said about the PowerCube and other grid storage applications that deal with quick response times. Until the regulations are in place to allow the electric companies to pay more for quick response systems, and pass that cost onto consumers, they aren't going to be pushing for it and possible PowerCube buyers aren't going to spend the money until they know they will get the return they are being promised. IMHO
    29 Aug 2012, 04:23 PM Reply Like
  • rgholbrook
    , contributor
    Comments (116) | Send Message
     
    Pop Quiz: Which well-known entity is using this energy investment strategy to meet the needs of their particular field, or is it fill?

     

    “It’s advantageous to invest in a series of companies at small scale because we don’t know what’s going to work. Our intention is to learn, and once we believe there is something there, be in a position to commercialize those offerings.”

     

    Hint: Its not the govt. or Mr. Musk.
    28 Aug 2012, 10:46 PM Reply Like
  • 481086
    , contributor
    Comments (3297) | Send Message
     
    Exxon? GM? GE? I've got a glimmer of a hint of a recall going, but it's thin...
    29 Aug 2012, 01:02 AM Reply Like
  • Mr Investor
    , contributor
    Comments (2476) | Send Message
     
    GM?, but it applies to lots of companies, IMO.
    29 Aug 2012, 01:11 AM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    Since I cheated via Google I won't spoil the fun, but I did want to note that the quote is a particularly good example of the difference between a "strategic investor" and a "financial investor." The only thing financial investors care about is maximizing their cash on cash return, which inevitably leads to bare knuckle price negotiations. Strategic investors, in contrast, are more concerned with the future business opportunities and less concerned with whether they're up or down a few pennies per share.
    29 Aug 2012, 01:15 AM Reply Like
  • D. McHattie
    , contributor
    Comments (1823) | Send Message
     
    Toyota?
    29 Aug 2012, 10:50 AM Reply Like
  • D-inv
    , contributor
    Comments (3886) | Send Message
     
    “It’s advantageous to invest in a series of companies at small scale because we don’t know what’s going to work. Our intention is to learn, and once we believe there is something there, be in a position to commercialize those offerings.”

     

    Couldn't recall the name yesterday when the challenge was posted. I'm thinking the statement was made by Vinod Khosla?
    29 Aug 2012, 11:08 AM Reply Like
  • rgholbrook
    , contributor
    Comments (116) | Send Message
     
    It is from BIll Caesar of Waste Management (WM) in an article by Marc Gunther at http://bit.ly/yE6bt4 . Mr. Caesar's other points on how we can't go on like this, commodities are global, prices will rise, industry inflection point and seeking a disruptive technology also ring true in the AXPW story. Outside of the fact he looks like he just graduated from high school, his thinking sorta reminds me of a certain more distinguished author and gentleman.
    29 Aug 2012, 12:19 PM Reply Like
  • iindelco
    , contributor
    Comments (8762) | Send Message
     
    Wish you all well on the board. Fair thee well. I think Axion is an interesting story.
    29 Aug 2012, 12:31 AM Reply Like
  • Stilldazed
    , contributor
    Comments (2093) | Send Message
     
    iindelco,
    Hey, are you planning on leaving us?
    29 Aug 2012, 01:57 AM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    I sure hope not. We need all the smart people we can find.
    29 Aug 2012, 02:22 AM Reply Like
  • thotdoc
    , contributor
    Comments (1415) | Send Message
     
    iin-
    What's up? Sounds like you are leaving. That would be a shame. Pls advise. Thanks,

     

    G
    29 Aug 2012, 10:15 AM Reply Like
  • D-inv
    , contributor
    Comments (3886) | Send Message
     
    "Wish you all well on the board Fair thee well. I think Axion is an interesting story."

     

    Sure hope all is well with you, iindelco. Hope you continue to participate.
    29 Aug 2012, 11:16 AM Reply Like
  • LabTech
    , contributor
    Comments (1766) | Send Message
     
    IINDelco,

     

    ?????
    29 Aug 2012, 04:25 PM Reply Like
  • bazooooka
    , contributor
    Comments (2322) | Send Message
     
    ii,

     

    Why "fair thee well"?; please stay for the credits =)
    29 Aug 2012, 02:33 AM Reply Like
  • wtblanchard
    , contributor
    Comments (2382) | Send Message
     
    So many conferences, so little time: Grid Week.

     

    http://bit.ly/OqjY0h

     

    There is a speaker from Viridity.

     

    I didn't have the patience last night to go through much. Hopefully I can share the load with some others here in our usual fashion.

     

    One panel talk I did happen to note was this:

     

    New Revenue Streams for Utilities

     

    http://bit.ly/OqjY0j

     

    One of the speakers at that session, Matt Dinsmore, I checked out a little and got this ... a fairly brief high level related talk with a small inclusion of something about an apparently "connected" thermostat I haven't heard of or checked out:

     

    http://bit.ly/OqjW8J

     

    I'm not yet exactly sure what his company, Altman Vilandrie & Company, does:

     

    http://bit.ly/SQtGgV

     

    Are Third-Party Energy Providers Changing the Consumer-Utility Relationship?

     

    By: Matt Dinsmore, Energy and CleanTech Practice Lead, Altman Vilandrie & Company

     

    http://bit.ly/Pr3kNq
    29 Aug 2012, 08:29 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17253) | Send Message
     
    8/28/2012: EOD stuff copied partially copied from instablog.
    # Trds: 51, MinTrSz: 363, MaxTrSz: 30000, Vol 244930, AvTrSz: 4803
    Min. Pr: 0.3275, Max Pr: 0.3349, VW Avg. Tr. Pr: 0.3304,
    # Buys, Shares: 32 94880, VW Avg Buy Pr: 0.3318
    # Sells, Shares: 19 150050, VW Avg Sell Pr: 0.3295
    # Unkn, Shares: 0 0, VW Avg Unk. Pr: 0.0000
    Buy:Sell 1:1.58 (38.7% “buys”), DlyShts 91679 (37.4%), Dly Sht % of 'sells' 61.10%

     

    Volume continues to trend lower, now being below the 4 moving averages (10, 25, 50 and 100 days) of 675K, 448K, 389K, and 333K.

     

    Daily short sales also continue to trend lower, following the patter that I’ve now identified, in a preliminary fashion through a cursory manual examination. This pattern consists of a “spike” followed, in many cases, by a “bottom” three days later unless a secondary smaller spike occurs on the way down. In this latter case a bottom often occurs three days after the secondary spike. This pattern may also occur on “non-spike” events of just making a swing up to some level and then reversing. I’ve not had time to examine this yet, but visually it appears likely.

     

    This leads me to suspect that my thoughts about the T+3 cycle, wherein shares backing prior sell orders flow to the market-maker(s), who have apparently covered some (substantial?) portion of those short sales, who then release them into the market for additional profit. But I need to do some correlation with price and volume(?) action to see if this seems a supportable thesis.

     

    If and when I might get to that is unknown as one set of eyeballs can only be stretched so far.

     

    Meanwhile back at the ranch, VWAP, high and now the low, have all gone above three of my four VWAP averages of 0.3216, 0.3201, 0.3270 and 0.3566 (10, 25, 50 and 100 days). Correlation with the trend lines continues to weaken (meaning we are not as closely sticking to the long-term, down trend) as now both the low and VWAP trend lines have started to show a slightly lower correlation. Only the trend for the highs still holds steady.

     

    Average trade size continues to fall. After considering it for a while, I’m reading this as big sellers getting drained. Why?

     

    As price has risen average trade size has dropped while we have simultaneously exhibited good buying support (check the experimental charts and note the 10-day buy:sell squiggle). Based on past behavior, under these conditions if multiple big sellers were heavy in the market we would see much higher percentages of “sells” (yes, we’ve had an increase the last couple of days, but not outsized yet) and larger average trade sizes. We’d also see price, especially the high, have trouble moving up. But look what’s happened to the high since 8/16: 0.3025, 0.3050, 0.3050, 0.3050, 0.3380, 0.3400, 0.3400, and 0.3349.

     

    I suspect that while we thought we were watching grass grow we were really seeing weeds grow. It’s now getting recognizable for what it is.

     

    More impressive is than the highs’ change is the lows: in that same period lows went from $0.28 to now $0.3275, a larger percentage increase.

     

    That’s all the detail I’ll post in the APC. The new and unproven “Dly Sht % of 'sells'” is in my instablog with the charts.

     

    I remain bullish and am looking forward to the grind up, which I fear may be short-lived and turn into a rocket. But if Special Situations is indeed filling the role of a swing trader, they may inadvertently aid our (my?) cause of a sustained trend. To paraphrase an idiot on CNBC, “... 45 degrees” or so. We’ll have to introduce him to “scaling”.

     

    HardToLove
    29 Aug 2012, 09:43 AM Reply Like
  • wtblanchard
    , contributor
    Comments (2382) | Send Message
     
    Not so good on the offer side this AM:

     

    PUMA joined NITE at .33

     

    appeared 2 different sellers using ATDF kept jumping each other on the way down to .329, but now
    UBSS has trumped them both with 12.8 K ???? at .325

     

    PERT does have 50K bid @.31 and UBSS has 33K @ .32
    Best (barely) Bid is ATDF 8K @ .3201

     

    Not much going on in the market ... waiting for Jackson Hole on Thursday and Friday, and the week before Labor Day folks on vacation.

     

    If Europe disappoints next week, could be more risk off and some folks getting out of some of their riskier assets and moving more to cash, especially given the nice US market unup we've had that surprised a lot of folks.
    29 Aug 2012, 10:17 AM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2483) | Send Message
     
    Anybody remember or have a link to the paper that compared the different testing standards for testing batteries in start-stop cycles?

     

    As I recall, they also talked about the DMHT BMW/Axion test ...
    29 Aug 2012, 10:51 AM Reply Like
  • LabTech
    , contributor
    Comments (1766) | Send Message
     
    So if you are thinking about moving to Germany, better budget for your electric bills going up 30% over the next decade.

     

    http://reut.rs/OuOzZg
    29 Aug 2012, 12:05 PM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    Sooner or later the Germans will have to decide whether all that green is worth bleeding for.
    29 Aug 2012, 12:25 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17253) | Send Message
     
    (AXPW): Don't let the $0.3156 spook you - a 0ne-off 200 share fishing lure. I suspect UBSS or PUMA since they have standard 5K bids shown at $0.316/$0.315.

     

    They might have big buyers lined up awaiting a feast at ~$0.315 area.

     

    VWAP so far, even including that 200 share trade is $0.3231. Buy:sell 2.42:1. This as of 12:39.

     

    HardToLove
    29 Aug 2012, 12:59 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17253) | Send Message
     
    (AXPW): A flurry of computers adjusting bids and asks and we end up with UBSS increasing to $0.3162 x 5K, at the top of the bids, with ATDF $0.3161 x 5K and PUMA still sitting oun its haunches with $0.315 x 5K.

     

    On the ask, ATDF $0.3239 x 10K, NITE $0.324 x 5K and UBSS $0.325 x 12K.

     

    HardToLove
    29 Aug 2012, 01:17 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    ...its like they're begging me to buy more shares....

     

    ?or was this supposed to be a roughshod limerick like effort?

     

    The computers have made a fire sale on Axion
    I've seen this before all too many times
    Should I buy until my dry powder's gone?
    And go overweight like a sumo wrestler among pygmy flies?
    Maybe I should just have a drink and watch the paint dry
    29 Aug 2012, 01:30 PM Reply Like
  • D Lane
    , contributor
    Comments (1212) | Send Message
     
    Who Still Owes Taxpayers Money (the answer might surprise)
    http://onforb.es/POf2oi

     

    A rundown on loans to GM, A123, JCI, etc.
    29 Aug 2012, 01:20 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17253) | Send Message
     
    D Lane: "loaned Ford the money to help it pay for development of hybrids and EVs, and to retool its factories to produce smaller, cleaner vehicles".

     

    I guess the DOE was tapped out. They had to find another way to force our fundamental industries in bad investment on the taxpayer back.

     

    HardToLove
    29 Aug 2012, 01:41 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2382) | Send Message
     
    Sharing a booth with Rosewater (and some heritage)

     

    Energy Squad Launching Green Tech Distribution at CEDIA Expo

     

    Former AVAD execs launch Energy Squad, a distributor specializing in green tech products such as Nest thermostats, eMonitor and alternative energy.

     

    http://bit.ly/QyDbAs
    29 Aug 2012, 01:21 PM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    I was curious to see how Rosewater was going to work with the former AVAD team and now it's pretty clear. The Energy Squad will be out marketing whole house systems including lighting, electronics, solar and storage and Rosewater will the the prime storage system supplier. When you consider the depth of network the guys created at AVAD, it's not unreasonable to expect that they'll be pretty good at going back to the same customer base with the next generation of systems.
    29 Aug 2012, 02:32 PM Reply Like
  • RBrun357
    , contributor
    Comments (781) | Send Message
     
    HT

     

    That makes for a really big spread of $.0077!!

     

    Yawn, I need a nap!

     

    357
    29 Aug 2012, 01:22 PM Reply Like
  • RBrun357
    , contributor
    Comments (781) | Send Message
     
    I do not know if this info has been provided already about the HUB but here it is from the CEDIA Expo Insider::

     

    RoseWater’s Residential Energy Storage Hub a UPS on Steroids

     

    "The system, which will cost $45,000, may qualify for a 30 percent U.S. federal renewable energy tax credit for use with a solar system."

     

    http://bit.ly/NCwLdK

     

    357
    29 Aug 2012, 01:41 PM Reply Like
  • anthlj
    , contributor
    Comments (227) | Send Message
     
    Wow $45k.
    Drop in the ocean for those 1%ers. I hope.
    29 Aug 2012, 01:49 PM Reply Like
  • D Lane
    , contributor
    Comments (1212) | Send Message
     
    Great link, thanks!

     

    "may qualify" is not the same as "will qualify" but its intriguing.
    29 Aug 2012, 01:54 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17253) | Send Message
     
    Anthj: There can forgo one of their Fiskers or Teslas if they're feeling a bit pinched.

     

    HardToLove
    29 Aug 2012, 02:03 PM Reply Like
  • AlbertinBermuda
    , contributor
    Comments (693) | Send Message
     
    Pity those of us that do not live in the USA.
    29 Aug 2012, 02:15 PM Reply Like
  • anthlj
    , contributor
    Comments (227) | Send Message
     
    NB from the release:

     

    'It is UL-approved and packaged in a NEMA 3 rated outdoor enclosure with an 1,800-pound battery system, ventilation fans and ducting.'

     

    UL-approved? Understood that was coming later.
    29 Aug 2012, 02:34 PM Reply Like
  • Mr Investor
    , contributor
    Comments (2476) | Send Message
     
    Funny to see an ad for AVAD on that page.

     

    Hope they sell some 3 and 5 unit strings, too.

     

    So, I keep coming back to: what is the significance to Axion? One thing is it will be some fill between the big order events. Not sure how much of the $45k Axion gets, but if they're making the HUB, then a lot, I'd think. 1/2? 3/4? Even if only $25k, 10 units = $1/4mil in orders. 20 units = 1 yard slug. Better than noth'n.
    29 Aug 2012, 02:41 PM Reply Like
  • Poul Brandt
    , contributor
    Comments (271) | Send Message
     
    40 batteries is about 1,800 pounds I guess.

     

    300 USD pr battery gives Axion 12K.
    29 Aug 2012, 03:27 PM Reply Like
  • jveal
    , contributor
    Comments (652) | Send Message
     
    Poul,
    Each energy hub is designed to hold 24 batteries.
    29 Aug 2012, 03:37 PM Reply Like
  • Mr Investor
    , contributor
    Comments (2476) | Send Message
     
    $10k or whatever for the batteries only. We were told by TG that Axion is making the HUB, though, so all the other stuff, I assume, flows thru their income stmt, too. Don't know how the agreement with RW works, so don't know how much revenue Axion gets. I also wonder how much the consulting, installation and servicing costs are for the end user. But only a little. I suspect that at these prices, demand is not terribly price sensitive. Just curious how big the mkt is. Berkowitz wondered enough to ask about it during the CC, of all the things he could have asked about. Gotta think he's trying to gauge the near-term catalysts.
    29 Aug 2012, 03:38 PM Reply Like
  • Rick Krementz
    , contributor
    Comments (2164) | Send Message
     
    I suspect the wording will be true by the time the product is shipped. If Axion/Rosewater had gotten UL approval, I'm sure there would have sent out a release.
    29 Aug 2012, 03:42 PM Reply Like
  • John Petersen
    , contributor
    Comments (29444) | Send Message
     
    The PbC is already UL Certified so I'd be surprised if Axion put out a release that somebody else's inverter product got UL Certification. I'd have to think long and hard before advising a public company client that such an action was appropriate.
    29 Aug 2012, 04:10 PM Reply Like
  • LabTech
    , contributor
    Comments (1766) | Send Message
     
    Poul,
    Axion's PR for the CC said that they would not only be supplying the batteries for the HUB, but also building the system. So I would assume they will be getting more of the price than just the cost of the batteries, though, their margins may also be diminished if they have to spend a lot more to build the units. All depends on if they are using staff that is already being used for other purposes but not be utilized 100% of the time.
    29 Aug 2012, 04:53 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2382) | Send Message
     
    "The system will be capable of paralleling up to five units to extend the total power and energy storage capability to 50 kW/60 kWh.

     

    "Hey Maya ...

     

    can you find out the stairstep price increases from $45K for increasing the storage potential?

     

    And what do they mean by "unit?"

     

    If you can get your hands on any Indy Power System Energy Router documentation, that would be pretty cool ...

     

    Is there any high end video/stereo equipment that's DC based available or on the drawing board? Might we see a hub with a DC output(s?) one of these days in the not too distant future?
    29 Aug 2012, 04:55 PM Reply Like
  • LabTech
    , contributor
    Comments (1766) | Send Message
     
    I don't know understand who would use a parallel system? If the Hub has 24 batteries, and a mini PowerCube goes down to 35 batteries, wouldn't it make more sense to upgrade to a mini PowerCube?

     

    "The system will be capable of paralleling up to five units to extend the total power and energy storage capability to 50 kW/60 kWh. System configuration is for a 110/220 split-phase electrical service. Three units can be connected to provide 220 VAC 3 phase"
    29 Aug 2012, 05:06 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    wtb: Tomorrow or the next day I will fire up an Insta for a place to assemble all the Qs Axionistas would like me to ask at the CEDIA show.

     

    I want to wait a day or two because right now I'm dealing with a messed up shoulder, and if it doesn't begin to get better, I may have to cancel my trip. Driving 11 hours (one way) with one arm doesn't work for me.

     

    Just typing this comment makes me wince. Getting old sucks. Can someone haul my empty beer bottles out to the recycle bin? ;-)
    29 Aug 2012, 05:41 PM Reply Like
  • bazooooka
    , contributor
    Comments (2322) | Send Message
     
    If Axion is only making money on the batteries then that would require a lot of hubs (100s) to get our revenues into the Millions.

     

    Luckily, I'd think that we will get a greater then 50% share of that 45k per unit and the margin is in the Cube design. Still 25k per unit requires 40 Hub sales a month for us to get into 10M/year revenue territory which would be the minimum needed to help offset our negative cash flow issues.

     

    John had speculated that there will be enough margin for all; can Axion hope for 30%-40% profits on these and still leave fat for Rosewater? As comparison a 45K car normally only has 10% margin in it for the dealer while the factory gets the other 90% (of which 70-85% of this is likely cost).
    29 Aug 2012, 06:14 PM Reply Like
  • anthlj
    , contributor
    Comments (227) | Send Message
     
    400 x $25k = $10M
    29 Aug 2012, 06:23 PM Reply Like
  • carlosgaviria
    , contributor
    Comments (783) | Send Message
     
    Mayascribe:
    After 50 everything starts to hurt us and some things to work half-regime.
    I want to get better soon.
    Have a good night.
    Carlos
    29 Aug 2012, 07:19 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2382) | Send Message
     
    Bummer :-(

     

    Getting old sucks ... but it beats the alternative.

     

    Hope you get a handle on it soon ... do you have a good physical therapist ... the good ones can make a big difference.
    29 Aug 2012, 07:26 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Carlos & wtb: Thanks fellows. We'll see how it goes. Today a couple of fingers went numb. Hoping it's just a passing thing.

     

    I'm bummed about iindelco checking out.
    29 Aug 2012, 07:41 PM Reply Like
  • Mr Investor
    , contributor
    Comments (2476) | Send Message
     
    bazoooka---"Still 25k per unit requires 40 Hub sales a month for us to get into 10M/year revenue territory which would be the minimum needed to help offset our negative cash flow issues."

     

    Currently, Axion's cash burn is roughly $10mil/yr. To produce that from operations, they would have to have substantially higher than that amt. in annual sales. Depends on pre-tax profit margins, (assuming they have NOLs) which depends on the product mix, etc. Given that some of their exp's are variable, how much revenue do they need to net $10mil cash? $50mil? $100mil?

     

    If they are to meet TG's stated cash flow run rate breakeven at YE 2013 (my paraphrasing what TG said in a CC earlier this year; I think he did NOT mean for the whole year 2013), then they won't have to actually have the full-years worth of sales at that rate, just have to have made it up to that rate. So maybe sales at YE 2013 are at a run rate of $50mil or whatever it is, but ttm sales at that point will likely be a whole lot less. Especially because I'm thinking that year will be back-end loaded re: sales, perhaps like 2012, if we're lucky.

     

    I'd be overjoyed with $10mil in HUB sales the first 12 months!
    29 Aug 2012, 08:03 PM Reply Like
  • D-inv
    , contributor
    Comments (3886) | Send Message
     
    "We'll see how it goes. Today a couple of fingers went numb. Hoping it's just a passing thing."

     

    Had a shoulder problem with "numb finger" issues myself, Maya. Problem was pinched nerves in the neck. Chiropractor fixed the problem and it hasn't returned.
    29 Aug 2012, 08:11 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    D-Inv: Yeah, at first I thought it was muscular, but now I'm leaning toward some kind of nerve damage, or a slightly torn labrum. But you could be right about pinched nerves in the neck, because that's kind of stiff, too.

     

    Most always one to turn the bright side; now I have a great excuse to have a few left handed snifters of Jamesons. ;-)
    29 Aug 2012, 08:35 PM Reply Like
  • Mr Investor
    , contributor
    Comments (2476) | Send Message
     
    Maya, hope u feel better. Messed up my off shoulder a bit late last summer playing beach vball. No surgery--just some rest, lots of Advil to reduce the inflamation, exercises once that went down, and a couple of sessions w/ a sports rehab guy, who was excellent. He made a huge difference in the short run. Just about every part was tight or just out of place--back, neck, etc. And no sleeping on my left side.
    29 Aug 2012, 09:26 PM Reply Like
  • LabTech
    , contributor
    Comments (1766) | Send Message
     
    Maya,
    I can feel for you. I fell a year ago while carrying my 1 yr old son. Protected him on the fall and really jammed my shoulder in the process. It took about 9 months to fully heal. Take care of yourself.
    Hey, maybe if you go, you can get the Rosewater group to hook you up to the Hub for a little electro-stimulation on your shoulder. Should help with the healing process. ;-)
    29 Aug 2012, 09:53 PM Reply Like
  • LabTech
    , contributor
    Comments (1766) | Send Message
     
    "I'm bummed about iindelco checking out"

     

    Don't worry. He's just taking a break from the concentrator. Something we all need to do from time to time (except for John of course!) Oh, and HTL, and... ;-)
    29 Aug 2012, 09:56 PM Reply Like
  • LabTech
    , contributor
    Comments (1766) | Send Message
     
    I think we're a long way from Rosewater booking 400 Hubs. That being said, I was really worried about the price when I first saw it, since we have previously discussed smaller systems offered by competitors that cost in the $10-20K range. My "hope" is that the reason the Hub is more expensive is two fold. One, they wanted to have a system that could really run a house on batteries for a few hours so the owner didn't have to crank up a generator every time the power went out for an hour or two. And two, the comment Pic made about having a lot of the integrators look at the system over the last two years. I'm guessing the smaller systems have individual advantages, but this system looks more like a do everything system so you don't need a smaller system plus several other add ons that just increase the price later. Hopefully their strategy works. Time will tell.
    29 Aug 2012, 10:02 PM Reply Like
  • Mr Investor
    , contributor
    Comments (2476) | Send Message
     
    LabTech--tell him hello and good wishes from all of the Axionistas.
    29 Aug 2012, 10:10 PM Reply Like
  • Stilldazed
    , contributor
    Comments (2093) | Send Message
     
    Anybody heard from Bangwhiz lately?
    29 Aug 2012, 10:23 PM Reply Like
  • DRich
    , contributor
    Comments (4421) | Send Message
     
    >Stilldazed ... He's still dealing with his mother's recent death, the family & some stupid lawsuit from his business days. He comes & goes here on occasion but his plate is full.
    29 Aug 2012, 10:27 PM Reply Like
  • Stilldazed
    , contributor
    Comments (2093) | Send Message
     
    Thanks DR,
    Was concerned he might be depressed. Good time to know you have friends.
    29 Aug 2012, 10:30 PM Reply