Axion Power Host's  Instablog

Axion Power Host
Send Message
Trying to learn stuff
Back To Axion Power Host's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (274)
Track new comments
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    TG, heads up!

     

    Iiiiiiiinnnnnnccccccoo...
    24 Oct 2013, 03:34 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    mmmmmiiiiinnnnnnggggg!
    24 Oct 2013, 03:38 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Thanks, ii.
    24 Oct 2013, 03:43 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    TB, No problemo.

     

    Maybe he could use a little shake-up? Not like that last financing round wasn't incoming enough. It was a MOAB.
    24 Oct 2013, 03:51 PM Reply Like
  • LabTech
    , contributor
    Comments (1778) | Send Message
     
    Personally, I would prefer Axion to worry less about incoming and more about income. :-)
    24 Oct 2013, 03:57 PM Reply Like
  • nummik
    , contributor
    Comments (69) | Send Message
     
    How things can work out... Bad luck, I thought about Ocean Power Technologies OPT the last few days and today they announce cooperation with Mitsui....
    24 Oct 2013, 04:44 PM Reply Like
  • WayneinOregon
    , contributor
    Comments (1104) | Send Message
     
    Can't resist this opportunity to tout Oregon as a renewable energy titan of the future. Cold water makes for greater waves, so the Oregon coast is ideal for harnessing wave energy (the state is currently investing in wave energy research). I once heard a prediction by a renewable energy guy who believes wave energy has the potential to provide all the energy the world needs within the next 20-30 years.

     

    Oregon also has vast, untapped geothermal energy, one of the largest on the planet. Pilot programs are currently underway to tap this energy, and the potential is pretty unlimited, IF they can figure out how to do it efficiently. --- Not to forget solar and wind. The eastern 2/3 of Oregon gets lots of sunshine, and the state also has areas of steady wind velocities. So, Oregon has virtually no fossil fuel resources, but I believe its energy future is very bright.
    24 Oct 2013, 06:20 PM Reply Like
  • D-inv
    , contributor
    Comments (4710) | Send Message
     
    "Oregon also has vast, untapped geothermal energy, one of the largest on the planet. Pilot programs are currently underway to tap this energy, and the potential is pretty unlimited IF they can figure out how to do it efficiently."

     

    :-) Ummmm, do you guys really want to miss with "Pele"? Might be well to remember all the mischief that has occurred since man landed on the moon and what happened at Mt. Pinatubo after operators started harvesting "Pele" power there.
    24 Oct 2013, 06:26 PM Reply Like
  • Tampa Ted
    , contributor
    Comments (2652) | Send Message
     
    Interesting company that I checked out a year or two ago. Only 10M shares outstanding. Not sure if that is adjusted for any reverse splits.
    24 Oct 2013, 04:55 PM Reply Like
  • froggey77
    , contributor
    Comments (3024) | Send Message
     
    It's been a while since I've looked into the Nissan Battery degradation in the heat problem.
    Several months ago Nissan (under pressure) warranted the batteries of the Leaf.
    If a car loses 4 bars = 33.75% of the battery capacity in 60 months or 60k mi Nissan will 'fix' it.
    While the 'fix' was ambiguously worded it appears Nissan is giving them new or nearly new battery packs.
    While the venom level has gone down there are still a lot of unhappy people some of whom plan on selling their Leaf as soon as they get a new battery pack.
    For most Leaf's it takes about 2 summers in high heat for the problem to appear. The first summer Leaf's were sold the Hot states who got them were AZ, TX, and CA. The next summer they were sold all across the south. I expected a deluge of new cars with problems this summer but it really has not appeared.

     

    In 2012, 111 cars lost their first bar (Which happens at 15% battery capacity loss.) this year so far 44. Now in the first 8 months of 2010 there were about 7,000 sold and only about 4,000 sold the next year. (Fukushima and other problems) But the number from other 'Hot' states is slim,
    4 from FL and 3 from GA
    (In 2012 Nissan switched from sales to leases and those people may not be recording as the original buyers did but 7 still seems slim.)
    There are no 2 bar (21.25% or greater) capacity loss cars outside of AZ, TX, and CA,
    OTOH
    The 4 bar lost (1/3 lost) number went from 2 in 2012 to 9 with 7 new ones in 2013. A couple were replaces last year before the formal decision of 4 bars so say 12 would have new batteries. Out of about 12k potential. One in 1,000 at this rate. Not good but a flea bight perhaps.

     

    Leafs with 15% loss go as far north as WA.
    The new American made Leaf; will not handle the heat any better than the original.
    The affected owners want Nissan to come up with a chemistry that will handle the heat. (and replace all their batteries.)

     

    These Leaf owners would not recommend their car for purchase.
    Lease only, 2 years not 3.
    BTW aside from the decreasing range they still like the cars.
    The company not so much.

     

    With the loss on
    Leases
    Battery replacements
    Unhappy early adopters.

     

    I wonder what their foray into EVs will cost Nissan all told?
    24 Oct 2013, 05:24 PM Reply Like
  • Occam's_Razor
    , contributor
    Comments (2197) | Send Message
     
    @froggey: This is why we did a two year lease on our Leaf. We live in Phoenix, AZ and only caught the tail end of the summer a few weeks ago. 1 and a half summers to go.... we'll see!!!
    25 Oct 2013, 03:31 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    LOL, I can remember the day when certain ICE's would have been an extreme headache for the manufacturers IF anyone had ever had a gauge that indicated the remaining lifespan...
    25 Oct 2013, 06:46 AM Reply Like
  • froggey77
    , contributor
    Comments (3024) | Send Message
     
    Occam
    I also depends on when the car arrived in the heat.
    If it was in the lot for the whole summer and often they were left on the chargers the whole time. In case a customer wanted a test drive.
    (Leaf owners were telling dealerships so that may have stopped.)
    25 Oct 2013, 12:05 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    More improvements for SS. My favorite theme. Solves a problem for far less cost than other solutions. Where do I sign up!

     

    BorgWarner tech promises smoother restarts

     

    "BorgWarner's solenoid experts developed a low-noise, high-flow, low-leak solenoid valve with a hydraulic accumulator to prime the transmission in as little as 0.33 seconds, achieving quick hydraulic pressure for smooth launches when the engine restarts.

     

    For automatic transmission designs that currently offer stop/start capability, BorgWarner said Eco-Launch solenoid valves offer better performance at half the cost of alternative systems."

     

    http://bit.ly/17hFS3r
    24 Oct 2013, 06:02 PM Reply Like
  • froggey77
    , contributor
    Comments (3024) | Send Message
     
    IIndelco
    Good to see it works with double clutch transmissions as well as regular. I understand some are pretty good but they are often still a work in progress.
    Hopefully they will be ready before my next car.
    24 Oct 2013, 06:58 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    ii: That is a BIG development for SS, imo. BW has done it again. Frankly, it seems like a good idea for ALL auto trannies.
    24 Oct 2013, 09:06 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    TB, As Froggey has pointed out there are huge things going on in the auto industry to improve efficiency. Nothing like higher cost fuel and government mandates to act as a stimulus.

     

    The battery guys are chasing a hare with a fox on it's azz.

     

    But it takes time. Remember that for almost everyone it's their second largest purchase in life. And for almost the same crowd it's the largest contract they will ever sign. And the industry acts like a Xerox machine when it makes changes. Make a big mistake and you chased pennies and lost billions.
    25 Oct 2013, 12:11 AM Reply Like
  • John Petersen
    , contributor
    Comments (30619) | Send Message
     
    The October 15th short interest was just reported at 659,402 shares, down from 779,115 shares on September 30th and 897,432 shares on August 31st.

     

    It's not an important number by any stretch of the imagination, but it confirms that short covering and short sales were not a significant factor in the first four trading days of the recent volume spike.
    24 Oct 2013, 06:27 PM Reply Like
  • froggey77
    , contributor
    Comments (3024) | Send Message
     
    John
    That's good to see.
    24 Oct 2013, 06:37 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Posted on this before but I think this article has more detail.

     

    It is my impression that Hella is taking this upon themselves because they sell components to implement SS systems and the lithium ion guys are slowing down implementation. I think Hella gains little from taking on this responsibility other than getting a solution in the market that fills the void we believe exists as well. Can't sell sails if you can't sell boats. That's why I posted the article before but I think this one really makes the point better.

     

    HELLA launches Nickel-Zinc evaluation for 48V mild hybrid vehicles

     

    "High rate, high power capabilities are critical to the performance of 48-volt systems, but cost and complexity (safety) of Li Ion battery technologies capable of meeting such requirements pose the biggest challenge to their widespread adoption. Battery solutions such as NiZn offer a promising alternative, while meeting both the cost and technical performance targets of mild hybrids."

     

    http://bit.ly/HkamVG
    24 Oct 2013, 06:28 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19253) | Send Message
     
    Surprised me that AXPW short interest declined on the report ending 10/15, down to 659,402 from 9/30's 779,115.

     

    With daily short interest in the last three days of the period being 29.42%, 28.80% and 33.73% (volumes in thousands of 681.88, 601.50 and 1390.48) I wonder how these shorts are getting covered and settled so quickly. One would think that some noticeable percentage would have the (what used to be???) would have the normal T+3 period.

     

    I guess it's possible that these shorts have cleared that quickly but were "masked" by the original long-standing short position covering a somewhat similar quantity.

     

    'Tis a mystery.

     

    HardToLove
    24 Oct 2013, 06:35 PM Reply Like
  • John Petersen
    , contributor
    Comments (30619) | Send Message
     
    I think something happened around the beginning of the volume spike that put some (but maybe not all) of the PIPErs in a position where they couldn't use cute back room gimmicks to avoid showing up on the FINRA daily short report. If it's just a matter of properly processing a sale under an effective registration statement, T+3 is no issue.

     

    I continue to believe substantially all of the shorts we're seeing in the FINRA report are the shares the PIPErs have sold into the market.
    24 Oct 2013, 06:59 PM Reply Like
  • bazooooka
    , contributor
    Comments (3591) | Send Message
     
    JP,

     

    Why would the PIPErs care so much to hide their sales from the FINRA report? Also what kind of volume do you see on the FINRA compared to what the PIPErs are getting in the bimonthly installments.

     

    Do these match and is the assumption that the PIPErs sell them all as soon as they get them?
    24 Oct 2013, 10:02 PM Reply Like
  • isthisonebetter
    , contributor
    Comments (385) | Send Message
     
    bazooka,

     

    I believe it's somewhere in the contract that the PIPErs are not allowed to hold a short position, even intra-day. I may be mistaken, though.

     

    G
    24 Oct 2013, 10:06 PM Reply Like
  • John Petersen
    , contributor
    Comments (30619) | Send Message
     
    bazoooka> Funds always go to extraordinary lengths to try and hide what they're doing from the market, even when it's obvious what they're doing. The fear seems to be that somebody a little smarter or a little more aggressive will develop a trading strategy that skims a bit of the profits they'd otherwise earn.

     

    If you look at the FINRA graph, you'll see that the short percentage was high when we had the big uglies and fell off as they moved completely out of their positions. We had a surge in the short percentage when the PIPErs came to the party, but it mysteriously dropped off after a couple months. Now the percentage is suddenly back up into big ugly territory where it belongs.

     

    I'll try and explain the basis for my theory in simple terms. We all know that companies can't sell stock to the public without filing a registration statement and delivering a prospectus to each buyer. The same rule applies when a small group of investors like the PIPErs buy stock in big blocks and then redistribute shares to the public. Once a company or a direct investor has sold shares in a registered transaction, the prospectus delivery requirement disappears unless the shares are bought by somebody who is closely tied to the issuer; a director, officer or 10% stockholder.

     

    You bought your shares in the open market and if you decide to sell them this morning all you need to do is hit the sell button. The PIPErs bought their shares from Axion and every time they sell they have to satisfy the prospectus delivery requirements of the Securities Act. It's not difficult, but it does involve additional steps and the transaction isn't clean until all the required steps have been taken.

     

    Since a sale by a PIPEr involves back-office work that does not occur in a sale by bazoooka, the PIPEr sales must be reported as short sales until the paperwork is finished. Games that hide the selling activity raise the specter of failure to comply with prospectus delivery requirements of the Securities Act and that's "no bueno."
    25 Oct 2013, 07:57 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19253) | Send Message
     
    IsThisOneBetter: A key word: "net". They are not allowed to have a "net short position".

     

    That's a different restriction. If they hold 1MM long they can short 1MM without being in a net short position.

     

    Fortunately, the action over the last couple months doesn't suggest they are increasing that.

     

    Also, JIC you're not aware, daily short sales are not the same thing reall. Most are an effect of normal MM actions that (are/used to be) covered within three days of trade (and often, with covering buys at lower prices, the same day).

     

    They are not what we retailers think of as "real" short positions, although they do have an effect on trading.

     

    HardToLove
    25 Oct 2013, 10:31 AM Reply Like
  • isthisonebetter
    , contributor
    Comments (385) | Send Message
     
    HTL,

     

    Thank you, I had a vague idea that they were different but I didn't quite know how. That makes a lot of sense.

     

    G
    25 Oct 2013, 06:57 PM Reply Like
  • froggey77
    , contributor
    Comments (3024) | Send Message
     
    Governors From 8 U.S. States Sign MoU to Put 3.3 Million ZEVs on the Road by 2025
    Here's the PDF
    http://bit.ly/1ih0t7f

     

    Here's an article that has a bit of color
    http://bit.ly/1ih0t7h

     

    The general goals/efforts set out under the MoU include:

     

    Harmonize building codes to make it easier to construct new electric car charging stations
    Lead by example by including zero emission vehicles in their public fleets
    Evaluate and establish, where appropriate, financial and other incentives to promote zero emission vehicles
    Consider establishing favorable electricity rates for home charging systems
    Develop common standards for roadway signs and charging networks.

     

    The 8 states will develop a detailed plan over the next 6 months.
    24 Oct 2013, 07:18 PM Reply Like
  • D-inv
    , contributor
    Comments (4710) | Send Message
     
    Oh goody. Maryland's esteemed Governor O'Malley plans to bless us with more pork barrel projects. Must have dreamed up another new tax idea.
    24 Oct 2013, 07:50 PM Reply Like
  • Stilldazed
    , contributor
    Comments (3012) | Send Message
     
    D-inv,
    Californias' governor Brown has the nickname of governor Moonbeam. I think this MOU shows why.
    25 Oct 2013, 02:27 AM Reply Like
  • froggey77
    , contributor
    Comments (3024) | Send Message
     
    Ford Looks to Reduce Costs of Power Electronics in Next-Gen Plug-In Vehicles
    http://bit.ly/1amq25W
    It’s not just the cost of batteries that need to drop, says Ford.

     

    Ford is hoping to make plug-in vehicles less expensive in the future by focusing on reducing the costs of power electronics.
    Anand Sankaran, chief engineer and executive technical leader of energy storage and hybrid vehicle systems, stated:

     

    “Power electronics is almost as expensive as batteries. And the costs of both are coming down at similar rates.”
    24 Oct 2013, 07:24 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (3524) | Send Message
     
    +7000 today
    24 Oct 2013, 08:17 PM Reply Like
  • pascquale
    , contributor
    Comments (143) | Send Message
     
    nice pic
    24 Oct 2013, 11:11 PM Reply Like
  • Nicholas Chen
    , contributor
    Comments (2618) | Send Message
     
    I'm astonished to learn that both Motley Fool and Forbes have roughly 4-5x the readership of Seeking Alpha. To me SA is far superior, yet the crowd doesn't seem to think so.

     

    Perhaps we need to get Axion highlighted on those blogs instead.

     

    http://bit.ly/1d0uszC
    http://bit.ly/18RrJrz
    http://bit.ly/18RrJrB
    25 Oct 2013, 12:48 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Good idea.
    25 Oct 2013, 06:49 AM Reply Like
  • greentongue
    , contributor
    Comments (971) | Send Message
     
    Instead? How about also?
    I think once things start moving, they will pick up on Axion. Until then, "Another Penny Stock to Lose Money On" pretty much sums it up.
    25 Oct 2013, 07:23 AM Reply Like
  • John Petersen
    , contributor
    Comments (30619) | Send Message
     
    There are other financial sites that have higher traffic volume, but they don't have the same quality of readers. This piece from SA is a bit dated, but it highlights the differences in reader demographics.

     

    http://bit.ly/GTY4zP

     

    When I started writing my blog in 2008, Axion was an unknown stock but it was trading at a much higher price. Over the last few years Axion has built a large following largely because of my work. If I was a rookie blogger coming to SA today, they'd never let me write about Axion because they have an iron clad rule that prohibits focus articles on stocks that trade for less than a dollar or have maker capitalizations under $100 million.

     

    In SA's view Axion is a very unusual equity. I'm one of their most read authors and this Concentrator is their most closely followed instablog by a very wide margin. That means I'm given certain freedoms that are denied other contributors. Tom Konrad has worked himself into the same position with Forbes and while he occasionally writes about Axion, he's subject to the same kind of rules I am. The bottom line is expanding Axion's exposure on other portals would be very difficult until its price and market cap are much higher than they are today.
    25 Oct 2013, 08:13 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19253) | Send Message
     
    Ranma: I think it's because those have been around much longer.

     

    I used to listen to Motley Fool on NPR back in the last century.

     

    HardToLove
    25 Oct 2013, 11:14 AM Reply Like
  • Amouna
    , contributor
    Comments (1986) | Send Message
     
    I have lowered my average cost in AXPW to the low 30s. No more share gobbling for me until I see that TG's "promise of significant sales" is realized as he said. Needless to say that if he disappoints again, I won't be the only angry shareholder on this concentrator!
    25 Oct 2013, 07:32 AM Reply Like
  • Tampa Ted
    , contributor
    Comments (2652) | Send Message
     
    You would think one of these years something would have to click ... even a blind squirrel gets a nut once in awhile.
    25 Oct 2013, 09:55 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19253) | Send Message
     
    10/24/2013: EOD stuff partially copied from blog (up already).
    # Trds: 135, MinTrSz: 100, MaxTrSz: 50000, Vol: 998046, AvTrSz: 7393
    Min. Pr: 0.1280, Max Pr: 0.1300, VW Avg. Tr. Pr: 0.1285
    # Buys, Shares: 41 250900, VW Avg Buy Pr: 0.1288
    # Sells, Shares: 90 729446, VW Avg Sell Pr: 0.1283
    # Unkn, Shares: 4 17700, VW Avg Unk. Pr: 0.1286
    Buy:Sell 1:2.91 (25.1% "buys"), DlyShts 277600 (27.81%), Dly Sht % of 'sells' 38.06%

     

    I've been expecting daily short sales are heading back towards abnormally low levels and will be taking price and volume with them. As percentage vacillates around the trend, there's still no confirmation yet, but the trend is now smaller swings around a trend down, at least for now: 37.47%, 31.13%, 28.29%, 21.82% and 27.81%. Notice the lower highs and, probably tomorrow, lower lows.

     

    This week's daily estimated values (older dailys in prior EOD posts in prior instablog) for next share issue:
    10/21: 20 lowest intra-day VWAPs in 40 days avg, $0.1198, x 85%: $0.1018
    10/22: 20 lowest intra-day VWAPs in 40 days avg, $0.1198, x 85%: $0.1018
    10/23: 20 lowest intra-day VWAPs in 40 days avg, $0.1198, x 85%: $0.1018
    10/24: 20 lowest intra-day VWAPs in 40 days avg, $0.1198, x 85%: $0.1018

     

    Vol, in K, for above days: 2,444.18, 2,918.37, 2,103.49, 998.05.

     

    We have six days straight of an 85% price of $0.1018 now. As before, we need VWAP >= $0.1258 to continue this unbroken string.

     

    Some day-to-day VWAP changes, with the end date shown and the percentage change from the prior day. 10/10 was the first big volume day. Buy percentage is the last value on each line.

     

    10/09 $0.1039 -04.92% 16.3%
    10/10 $0.1106 +06.54% 48.2%
    10/11 $0.1246 +12.58% 43.1%
    10/14 $0.1258 +00.97% 36.3%
    10/15 $0.1269 +00.86% 45.6%
    10/16 $0.1277 +00.70% 43.5%
    10/17 $0.1237 -03.16% 33.1%
    10/18 $0.1286 +03.97% 47.3%
    10/21 $0.1283 -00.23% 34.7%
    10/22 $0.1334 +02.74% 39.6%
    10/23 $0.1322 -00.72% 31.1%
    10/24 $0.1285 -02.80% 25.1%

     

    More (ab)normal thinking and intra-day trade breakdowns are exposed here .

     

    http://seekingalpha.co...

     

    HardToLove
    25 Oct 2013, 09:24 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Waiting for the Granvillusion to become material.
    25 Oct 2013, 09:51 AM Reply Like
  • metroneanderthal
    , contributor
    Comments (1425) | Send Message
     
    I feel lucky today. Maybe will buy more shares - kind of the old age equivalent of buying a condom. And price is decreasing even as I write this.
    25 Oct 2013, 09:57 AM Reply Like
  • Amouna
    , contributor
    Comments (1986) | Send Message
     
    iindelco,

     

    I hope it proves to be much more than just an illusion ;)
    25 Oct 2013, 10:04 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Its like a Tiajuana Taxi ride. The little box is spinning like mad - you know where you want to go but have no idea if the crazy guy driving the taxi is going to make good on his promise to "...get you there quick, Mister!" - and you're beginning to wonder if the exchange rate for pesos is really what he said it was...

     

    At some point you become resigned to your fate, and begin to just hope that the ride ends soon and doesn't involve crashing sounds.
    25 Oct 2013, 10:09 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Metro, Do you feel lucky? Well, do ya?

     

    http://bit.ly/1achEYF
    25 Oct 2013, 10:10 AM Reply Like
  • thotdoc
    , contributor
    Comments (1953) | Send Message
     
    Well said
    25 Oct 2013, 10:14 AM Reply Like
  • metroneanderthal
    , contributor
    Comments (1425) | Send Message
     
    iindelco,
    Guess I don't feel lucky.
    25 Oct 2013, 10:50 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Metro, that may be a good sign. One of the ingredients for a stock to bottom and then move up is capitulation. Just when you're sure they are going to pull the trigger.....
    25 Oct 2013, 11:34 AM Reply Like
  • dlmca
    , contributor
    Comments (402) | Send Message
     
    Get the feeling going to need to be when H... of an announcement(s) to move the stock beyond latest ranges

     

    Sense other more powerful forces sitting on the price and will until they are given a strong reason to do otherwise

     

    Our management was taken.. and we just have to push our patience out...no idea how much longer.

     

    We watch and wait
    25 Oct 2013, 10:57 AM Reply Like
  • greentongue
    , contributor
    Comments (971) | Send Message
     
    I wonder if Axion will be at this?
    http://bit.ly/1a58hE1

     

    and why you ask ?
    Cargo Pants, Duct Tape, and…Microgrids?
    How the U.S. military can help spread microgrid technology
    http://bit.ly/Hlvz1v
    25 Oct 2013, 11:11 AM Reply Like
  • WayneinOregon
    , contributor
    Comments (1104) | Send Message
     
    From some of the comments this morning, it appears TG's credibility is hanging by a thread. Ten weeks since the Augst 15 cc and his predictions; approx. three weeks until the next cc. I have to say, the odds aren't looking so good; I'm guessing why the pps has been weak of late.

     

    Regarding Ocean Power Technologies (OPTT) mentioned earlier. I noticed that yesterday its pps more than doubled in the first 1 1/2 hours of trading on its announced collaboration with Mitsui. A fair "cautionary note" to some sitting on the sidelines waiting for good AXPW news. With a number of potentially large catalysts in the Axion picture, the window of opportunity to buy in right away may be very short.
    25 Oct 2013, 12:11 PM Reply Like
  • Tampa Ted
    , contributor
    Comments (2652) | Send Message
     
    WIO - IMO - big difference between 10M shares outstanding and 160-200M shares outstanding.

     

    Although would be fun if there was something of substance up TG's sleeve ...
    25 Oct 2013, 12:52 PM Reply Like
  • Nicholas Chen
    , contributor
    Comments (2618) | Send Message
     
    I don't think so.... they have a similar market cap. If anything a high share count will help during a run up on real news because the perception will be "cheap" when it's under a dollar.
    25 Oct 2013, 01:07 PM Reply Like
  • WayneinOregon
    , contributor
    Comments (1104) | Send Message
     
    An Axionista (can't remember who at the moment) has emphasized the difference between number of shares traded, and dollar value of the shares traded, generally considering the latter to be more important. I was looking at the market cap of OPTT at the start of trading yesterday which was almost identical to AXPW's.

     

    But your point on number of shares outstanding is well taken. I actually do believe TG has something up his sleeve, which would/should make the number of AXPW outstanding a moot point. I hope I'm not dreaming unrealistically. : )
    25 Oct 2013, 01:10 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19253) | Send Message
     
    WiO: John first brought that $ traded to our attention, IIRC.

     

    HardToLove
    25 Oct 2013, 01:14 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    HTL, Was also emphasized by Retired Aviator a few concentrators back.
    25 Oct 2013, 01:36 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Trojan Develops Carbon Additive to Extend Battery Life

     

    http://bit.ly/17j4pmu
    25 Oct 2013, 01:01 PM Reply Like
  • tomcat818
    , contributor
    Comments (45) | Send Message
     
    Imitators, Imitators, and more imitators... Trojan - "proprietary formula of carbon additives" Patent search show zero patents for this company in US. I find it interesting that this company has been around since 1925 and suddenly has an interest in R&D. I think this is another indication the market is under a transformation. Somewhat concerns me because potentially Axion in their financial state is limited in pursing patent infringements right now. Doesn't mean they can't do them later but sometimes the damage is done from a marketing standpoint.

     

    There revenue per employee is well below average at ~90K... ~68M in revenue:

     

    http://bit.ly/1aJTakq
    25 Oct 2013, 01:53 PM Reply Like
  • Ishikawa
    , contributor
    Comments (178) | Send Message
     
    "Advanced Lead Acid Battery Consortium (ALABC)

     

    ALABC, an international research cooperative organized to enhance the performance of lead-acid batteries for a variety of markets, has released findings from its member battery industry companies stating that “lead carbon batteries provide better performance in partial state-of-charge operations, making them optimal for applications requiring high-rate and recharge.”

     

    Battery Council International (BCI)

     

    BCI, a trade association representing industry-leading battery manufacturing companies, has also released findings from its member companies stating that “Newly developed carbon-based advanced lead acid technogy has the ability to provide high energy efficiency and absorb charge rapidly, making it ideal for applications that operate at a partial state of charge. Advanced lead acid batteries will support these applications at ⅓ of the cost of nickel cadmium and ¼ of the cost of lithium ion batteries.”

     

    - See more at: http://bit.ly/1aN9KQv

     

    Does it mean that both ALABC and BCI recognizes PbC technology and just trying to get around AXION's patent rights without having to pay for them ?
    27 Oct 2013, 01:01 PM Reply Like
  • John Petersen
    , contributor
    Comments (30619) | Send Message
     
    Companies have been studying the benefits of carbon additives in lead-electrode pastes for decades and that work doesn't infringe on Axion's patents and it does in fact improve the performance.

     

    Slide 16 in this presentation from last year's ELBC in Paris shows the improvements:

     

    http://bit.ly/16mEScm

     

    Axion completely replaces the lead-based negative electrodes with carbon electrode assemblies. Everybody else in the industry is trying to get by with less without much luck.
    27 Oct 2013, 01:14 PM Reply Like
  • Tampa Ted
    , contributor
    Comments (2652) | Send Message
     
    ii -

     

    Hallelujah - carbon additives! Who woulda thunk? Didn't Axion's operations manager come from Trojan?
    25 Oct 2013, 01:07 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Good memory Stefan.

     

    "Philip S Baker was with Santa Fe Springs CA-based Trojan Battery Company from 1997 to 2009. From 2006 to 2009 he was Senior Vice President and General Manager of a new battery facility for which he led all the phases of development and operations in Sandersville, GA. Baker guided the lead-acid battery plant from negotiations and permitting forward, and is considered to be an expert in quality control and documentation, productivity and the maximization of uptime, automation and the management of environmental issues. Prior to Sandersville, Baker served from 2001 to 2005 at the Trojan plant in Lithonia GA as Senior Vice President and General Manager, where he executed a turn-around in leadership, quality and output, introduced Kaizen events and Six-Sigma tools and improved productive output by 20% in critical bottleneck areas. Before Lithonia, Baker worked for Trojan in Santa Fe Springs as Director of Operations. He was with privately held Wyomissing PA-based Glen-Gery Corporation, a manufacturer of building materials where 700 employees reported upstream to him. He began his career at the Houston Brick & Tile Company after taking a degree in Ceramic Engineering from the Georgia Institute of Technology."

     

    http://bit.ly/1a5pT2y
    25 Oct 2013, 01:22 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Hydrostor and WEB Aruba announce underwater energy storage project

     

    http://bit.ly/16Ayvy2
    25 Oct 2013, 01:59 PM Reply Like
  • tomcat818
    , contributor
    Comments (45) | Send Message
     
    Wow must be an expensive setup!
    25 Oct 2013, 02:20 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    But it's hidden and GREEN! Efficiency?

     

    http://bit.ly/1c4xZMv
    25 Oct 2013, 02:35 PM Reply Like
  • LabTech
    , contributor
    Comments (1778) | Send Message
     
    One of the links from the website above was interesting. Anyone going to be in Frankfurt, Germany in Nov?

     

    Automotive 48 V Power Supply Systems

     

    http://bit.ly/1bmDaqc
    25 Oct 2013, 03:11 PM Reply Like
  • LabTech
    , contributor
    Comments (1778) | Send Message
     
    A little background on the BMW speaker at the conference

     

    http://bit.ly/1hgeMv7
    25 Oct 2013, 03:21 PM Reply Like
  • Mr Investor
    , contributor
    Comments (3216) | Send Message
     
    automotive-iq's 48v survey results:

     

    http://bit.ly/1hgoJJ4

     

    A couple excerpts:

     

    "Recently, a discussion has ensued around a future 48 volt power supply and a number of German OEMs have rallied around it."

     

    "Overall, our survey revealed that the greatest inhibitor to 48 volt system development is Return On Investment (ROI) as 70% of those surveyed gave that answer. Looking specifically at OEMs, 3 out of 4 respondents answered for ROI." [I can't quite make out the labels of all the pie chart slices]

     

    "...a purely 48 volt system. The costs of the latter are likely to be significantly higher and therefore it is unlikely that a pure 48 volt system will appear in vehicles anytime soon."
    25 Oct 2013, 04:35 PM Reply Like
  • siliconhillbilly
    , contributor
    Comments (2648) | Send Message
     
    Hydrostor and etc.: "Hydrostor's technology works by anchoring a low-cost air cavity to the bottom of a lake or sea".

     

    I believe their air storage tank is a flexible membrane "balloon" contained by a net.

     

    Those better be BIG and LONG anchor bolts!
    25 Oct 2013, 04:37 PM Reply Like
  • Mr Investor
    , contributor
    Comments (3216) | Send Message
     
    The SA system won't let me update my post, so I'm adding this seperately:

     

    Hmmm, and who's got the best ROI solution? But note the conference speakers from Continental and Peugeot--I suppose they think they do.

     

    Also,

     

    "Summary
    Clearly there are a number of benefits to a higher voltage power supply system but there are still several areas for development including within wiring harnesses to ensure safety reduce size and weight. Some believe that 48 volt is merely a bridge technology to true high voltage systems and time will reveal whether or not the technology will provide a significant return on investment or if the manufacturers who are currently holding out will prove to be the wiser."
    25 Oct 2013, 04:41 PM Reply Like
  • LabTech
    , contributor
    Comments (1778) | Send Message
     
    Mr Investor,
    It's an interesting problem. On one hand there's the argument that they won't be able to get the cost of the 48V system back our of the sale price. But on the other hand, they keep adding new toys to their vehicles that are overtaxing the current batteries/electrical systems. So either they are going to have to stop adding toys or hope that their new toys will make the buyers willing to spend more money to have them.
    25 Oct 2013, 04:56 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    SiHB, I've seen versions where they utilize concrete in precast forms to anchor the air bladders to.

     

    http://bit.ly/17jLI23
    25 Oct 2013, 05:18 PM Reply Like
  • Mr Investor
    , contributor
    Comments (3216) | Send Message
     
    LabTech, good thing Axion seems to have, as far as I know, 12 and 48 volt covered, as far as being able to have a good battery at either voltage.

     

    I just hope the auto industry isn't so confused that Axion suffers. Like the stationary mkt and evidently hybrid locos. I would trade huge orders years and years from now for much more modest orders here and now in a heartbeat. Time is an often under appreciated, silent killer of micro-cap investments.
    25 Oct 2013, 05:25 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    70% - ROL
    20% - Increased space requirements
    15% - Increased weight challenges
    17.5% - Need to manage Isolation between 12 v and 48 v
    25 Oct 2013, 05:31 PM Reply Like
  • Mr Investor
    , contributor
    Comments (3216) | Send Message
     
    Thx, iinde. ROI should be a big PbC strength. Weight and space vs lithium, a weakness. I suppose it's fair to say there will be multiple solutions, at least early on.
    25 Oct 2013, 05:34 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Yep Mr. I, And weight/space are no small matter. BTW, posted in an earlier article safety as well being an issue for lithium ion. With mass roll out the autos will be very concerned to nail that down or they will not bite. I do think that's why Hella is looking to promote NiZn.
    25 Oct 2013, 05:40 PM Reply Like
  • anthlj
    , contributor
    Comments (227) | Send Message
     
    Wondering, did the co. ever state 48v was in the game plan/covered?
    26 Oct 2013, 09:21 AM Reply Like
  • John Petersen
    , contributor
    Comments (30619) | Send Message
     
    I don't think Axion has ever mentioned a 48-volt system, but it's not a significant challenge in light of the PbC's string behavior. Since total energy isn't an issue in micro-hybrids, a 48-volt system would simply use four small PbCs instead of one big battery.
    26 Oct 2013, 10:11 AM Reply Like
  • D-inv
    , contributor
    Comments (4710) | Send Message
     
    "a 48-volt system would simply use four small PbCs instead of one big battery. "

     

    With likely weight reduction of 25% - 30% relative to a big VRLA-AGM.
    26 Oct 2013, 10:32 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Or for integration cost reduction three 16 VDC batteries. Two less external connections, one less conductor, one less case, two less threaded connection points etc. There would be significant savings in utilizing the 16VDC units.

     

    Anyway, 48 VDC is further down the road so less of a focus for a company that needs to see the fishing bobber go under sooner rather than later. But it should offer future opportunity to the PbC battery with all the same advantages and disadvantages it offers 12 VDC dual storage systems.
    26 Oct 2013, 10:49 AM Reply Like
  • John Petersen
    , contributor
    Comments (30619) | Send Message
     
    If you're going to a different case, there's really no reason other than convention to stick with six or eight cells. There's no particular reason why one couldn't build a 24-volt or even a 48 volt PbC, it's just that nobody's ever wanted one. Two longer batteries in a 1x12 configuration could do the job, as could three 1x8 batteries at 16 volts each.
    26 Oct 2013, 10:56 AM Reply Like
  • DRich
    , contributor
    Comments (4819) | Send Message
     
    Isn't the reason for wanting to go to 48V in the first place is that the car needs more energy and the current LAB & Li-on can't recover fast enough? Or is the problem higher energy delivery duration time? I keep confusing the need (neglecting the material savings from using less copper). If the problem is the first instance, a much smaller cased PbC system could be competitive on DCA.

     

    Interesting problem but I'm with "iindelco". Axion needs to catch a fish first.
    26 Oct 2013, 11:13 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    DRich, The primary reason for higher voltage interest in the vehicle is because of the increased loads. The costs to go this route are high so they would start out with a split power bus 12/48 VDC just as I'm sure they are doing with the hybrids. Front end high energy users would go 48 VDC and the remainder of the vehicle would remain 12 VDC. So your copper lines to the big users could be reduced in size just as the motors could also be reduced in size as well. And all the switching and end effectors for the balance of the system would remain unchanged. This is good because switching 48 VDC is a bear and the EMI is very hard to manage.

     

    The automakers want this because they want to keep selling people more and more goodies which is where they make all of their money. In the highly competitive segments and especially on base vehicles they make little or actually lose money on the vehicle with no options in many markets. But few buy them that way (Am I the only one?). My expression, People don't drive their cars they wear them. The intent being that people will, like with clothing, pay way too much for the sizzle vs base function.
    26 Oct 2013, 11:53 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    BTW, One more point. With the base alternator/SLA system efficiency of the system is not very important. Why? Becasue you're running the alternator all the time and you have the entire trip to recharge the battery. Once you go with a clutch on the generation side of the business things like efficiency in generation, round trip storage and DCA become far more important. Now you can start turning off the generator when you don't need it just like the engine. And even if you could still use the electric energy you might choose to turn off the generator if you are hard accelerating to get the extra HP for the engines primary task. Now you don't have to size the engine for acceleration and accessory load all the time. Smart micro grid 101. Set your priorities and size everything based on the new priority arrangement because you can shave the peaks and store energy when it's not needed or turn off the power plant if it's not needed. Fun stuff but it costs money and you have to get it right for the various markets. Plus your forecasting better be right.
    26 Oct 2013, 12:10 PM Reply Like
  • Stilldazed
    , contributor
    Comments (3012) | Send Message
     
    Hi ii,
    No, your not alone. I prefer to have power brakes, AC and power steering, however I have and can live without them. All the other stuff is just something to go wrong. ;-)
    26 Oct 2013, 12:49 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    "All the other stuff is just something to go wrong."

     

    Stilldazed, We're on the same page. Bunch of stuff that's the first thing to fail.

     

    And oh the drivers we have to put up with that are so distracted by the audible and visual menagerie of stuff they seem to forget they are even driving.
    26 Oct 2013, 12:58 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19253) | Send Message
     
    John: I wonder how the correlation between SOC and voltage would play into this. IIRC, one of the things that made BMS easier was that voltage had a strong correlation to SOC, so we would expect voltage to sag faster with PbC.

     

    Is there anything we can think of that would be a "show stopper"?

     

    HardToLove
    26 Oct 2013, 01:02 PM Reply Like
  • John Petersen
    , contributor
    Comments (30619) | Send Message
     
    Each engine-off cycle in the BMW-Axion protocol uses about 40,000 watt seconds of energy, or roughly 10 watt-hours. It's roughly 2% of the total energy stored in the battery. If you talk about cycling 20% to 40% the voltage sag is big enough to matter. Over a cycling range of 2% to 4% it's insignificant.
    26 Oct 2013, 04:09 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19253) | Send Message
     
    John: That's good to hear. I know small variations in supplied voltage were unlikely to be critical, but was unsure of how much sag we might experience in one of those applications.

     

    Thanks!

     

    HardToLove
    26 Oct 2013, 04:34 PM Reply Like
  • Mr Investor
    , contributor
    Comments (3216) | Send Message
     
    I guess I've been here on this board for so long I'm forgetting a few of the basics. Isn't the PbC sweet spot something like 60%-80% SOC? Do light micro-hybrid demands get the SOC that low, typically? I thought the PbC starts fully charged at > 12v then declines linearly with the SOC, remaining in an acceptable voltage range. The automotive-iq survey summary seemed to say that, with the large number of hybrid sales by now, voltage regulation is no longer a big deal. But comes down to cost and need, I suppose.

     

    I know there have been charts and graphs and discussions and such, just feeling lazy today. My bad. In need of a basic training refresher.
    26 Oct 2013, 04:59 PM Reply Like
  • John Petersen
    , contributor
    Comments (30619) | Send Message
     
    The typical micro-hybrid control system is designed to maintain an 80% SOC as the baseline and cycle up and down from that level instead of maintaining a 100% SOC. That's one of the big reasons their batteries sulfate so quickly.

     

    In general, LABs that are consistently returned to TOC last much longer than ones kept at PSOC.
    26 Oct 2013, 05:05 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19253) | Send Message
     
    VWAP just fell below what's needed to help hold 85% price of new issues at $0.1018.

     

    HardToLove
    25 Oct 2013, 03:45 PM Reply Like
  • nogoodslacker
    , contributor
    Comments (1273) | Send Message
     
    I just bought more on today's dip. So that probably means it will go down another 20% in the next week if history is any guide. FML, as they say.
    25 Oct 2013, 04:24 PM Reply Like
  • Valleywood
    , contributor
    Comments (835) | Send Message
     
    nogoodslacker, that's pretty good.

     

    The ultimate super bowl stock kiss-of-death.

     

    Appear on the cover of NGS Illustrated. :>)
    25 Oct 2013, 05:58 PM Reply Like
  • RBrun357
    , contributor
    Comments (820) | Send Message
     
    The plot thickens! 15 business days left until Nov 15th!

     

    Mon Tue Wed Thu Fri
    28 29 30 31 1
    4 5 6 7 8
    11 12 13 14 15

     

    The next 3 weeks should be fun "if" TG delivers on his "combination of confirmed orders and initial sales"! This wouldn't be as exciting if we had complete faith in TG and just knew he would deliver! The lack of faith gives us that sensation in our stomachs that causes the anxieties that make this story so compelling! How much fun it will be when TG restores our faith and provides those "significant orders"!

     

    Granville concluded, "We have spoken on various prior occasions about the numerous markets that our PbC products can service. I won't go into all of them here, but I will highlight the PowerCube and 'scaled' PowerCube markets. We are devoting significant time and resources to pursue these opportunities, and I expect to report a combination of confirmed orders and initial sales in these markets before our next quarterly earnings call in mid November. These opportunities include PbC applications for: back up for wind and solar; frequency regulation; electric vehicle charging stations; single family and multi-family residential back up, both grid tied and standalone; off grid lighting tied to renewables - and more. We look forward to reporting on the progress we make in these exciting areas."

     

    http://bit.ly/18MgyMC

     

    I am maintaining my prediction for the first announcement of a significant order to be on the 5th and the second on the 14th.

     

    Two weeks ago I moved my coach from the beach in sunny warm Florida up to the Smoky Mountains to meet up with 10 other motorcycle riding couples in order to ride the Blue Ridge Parkway for fall colors? I have been a little delinquent on my reading of the postings but believe there have been a couple other predictions as follows;

     

    DRich mentioned Nov 8th
    JP: Nov 12th (B Day)

     

    If anyone else made predictions I apologize for missing them. Please resubmit if interested!

     

    Don't change that station boys and girls, it's going to get exciting one way or the other!

     

    RBrun357
    25 Oct 2013, 06:05 PM Reply Like
  • negoslavbg
    , contributor
    Comments (89) | Send Message
     
    I'm still in the game with my prediction 29th (Tuesday).
    :)))
    27 Oct 2013, 08:58 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    NSBG, Hate to do it but I guess it fits. :(

     

    http://bit.ly/1apWjaC
    27 Oct 2013, 10:21 AM Reply Like
  • Masi
    , contributor
    Comments (483) | Send Message
     
    Mine is the 4th of Nov. Only because Oct can have some huge sell offs and all gains in the pps could be negated by one.
    28 Oct 2013, 11:12 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Some memories perhaps for ya VW, Electric loco mentioned.

     

    Norfolk Southern's Wick Moorman: a gentleman, a scholar, an innovator (profile)

     

    "Change and the need to embrace it would continue to characterize Moorman's ladder climb, and it was never more apparent than during his stretch in the late 1990s and early 2000s helming the IT department and T-Cubed.

     

    "It really was a period in which the technology was starting to evolve — it was at the beginning of this whole concept of the emerging of client server technology, and the continuing proliferation of all kinds of hardware and software," he says. "There were an enormous amount of changes and challenges — certainly, the Conrail transaction and Y2K. And I will say that while I didn't learn to program in COBOL, or the intricacies of database structures, it taught me a lot about the power of technology when it's used correctly."

     

    That lesson learned would continue to serve Moorman (and NS) well after he was named president in 2004, CEO in 2005, and chairman in 2006, succeeding Goode. NS continued to develop and implement an array of tools and systems, such as battery-powered locomotives, top-of-rail lubricators, electronically controlled pneumatic braking systems and train movement planning, and locomotive engineer training software.

     

    "We have to work on being more efficient and productive, and there are a lot of technologies out there that can help us with that," Moorman says."

     

    http://bit.ly/17k12vN
    25 Oct 2013, 07:13 PM Reply Like
  • John Petersen
    , contributor
    Comments (30619) | Send Message
     
    I suspect that Progressive Railroading's 2013 "Railroad Innovator Award" is no mean feat. Maybe he'll want to debut his second generation TEMLO before the award ceremony in late November.
    25 Oct 2013, 07:23 PM Reply Like
  • DRich
    , contributor
    Comments (4819) | Send Message
     
    >JP ... That would a lovely thing to do.
    25 Oct 2013, 07:28 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    IMO the mismanagement of that program has cost Axion more than I care to think about.
    26 Oct 2013, 08:16 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    But why new technology like silly ole electric loco's Wick? ePower ya say? :-P

     

    Railroads beware: Technology is gaining on you

     

    "Economists call it "creative destruction," the emergence of newer, faster, cheaper and better ideas, products and processes that replace and destroy the less efficient."

     

    "Former New York Central Railroad President Al Perlman counseled, "After you've done something the same way for two years, look it over carefully. After five years, look at it with suspicion. And after 10 years, throw it away and start all over." Were Perlman alive today, he likely would reduce the numbers, stressing that the dustbin of business history is littered with those who rested on past accomplishments."

     

    http://bit.ly/1aMkyhC?channel=
    26 Oct 2013, 11:16 PM Reply Like
  • greentongue
    , contributor
    Comments (971) | Send Message
     
    On this
    Energy Storage For Military Applications
    http://bit.ly/16yTkPI
    I found an interesting note:
    PbC EastPenn
    Frequency Reg.
    and Peaking
    25 Oct 2013, 08:09 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Greentongue, Yeah they use that term to describe the Ultrabattery as well at times. Makes for confusion for Axion because they use the term for Axion's offering, Ultrabattery and batteries with carbon added to the NAM.
    25 Oct 2013, 08:17 PM Reply Like
  • froggey77
    , contributor
    Comments (3024) | Send Message
     
    Dueling surveys.

     

    By 2020, Electrified Vehicles Will Take 7% of the Global Automotive Market
    Forecast by Navigant Research
    A bit under 4 % are Hybrids. PHEV and BEV split 3+ %
    http://bit.ly/1dua90p

     

    E2 Survey Points to Possible Bleak Future for Electric Vehicles
    “Currently, 48 percent of respondents do not think they will be driving an electric vehicle within the next ten years, while 41 percent consider themselves likely to do so. Two years ago in a similar survey, 46 percent said they would likely drive an EV within a decade.”

     

    41% down from 46% 2 years ago.
    http://bit.ly/1duaaSc

     

    However the respondents think Utilities should be putting money in infrastructure for it?
    I guess they hope the other guy will use it.
    25 Oct 2013, 08:42 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19253) | Send Message
     
    Froggey: "I guess they hope the other guy will use it."

     

    And likely believe "The other guy will pay for it".

     

    HardToLove
    26 Oct 2013, 08:20 AM Reply Like
  • D-inv
    , contributor
    Comments (4710) | Send Message
     
    Speculative question. Did TG base his prediction for significant sales by the next CC on expectations of contract awards related to http://fxn.ws/H8XoKF ?

     

    Time will tell. May be.
    26 Oct 2013, 10:37 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Too far upstream IMO. If TG based his prediction on this he'd have to be a blithering idiot and I don't think that's the case.
    26 Oct 2013, 10:55 AM Reply Like
  • froggey77
    , contributor
    Comments (3024) | Send Message
     
    I agree with IIndelco. That wouldn't bear fruit for a year or more even if it had gone through.
    I do think it's possible it was based on something with the govt.
    Which could easily have a slipped time frame.

     

    I'm still seeing internet site with we are not putting out new information yet, due to the shut down.
    26 Oct 2013, 06:41 PM Reply Like
  • JohnM121
    , contributor
    Comments (497) | Send Message
     
    IMO, the "significant sales" comment was due to multiple projects that are close to announcement. Any one would be significant. The turmoil of the US government make anything dependent on them uncertain. Unfortunately even projects that make economic sense without a subsidy is foolish not to take advantage of it, but it can really slow things down.
    26 Oct 2013, 12:38 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19253) | Send Message
     
    10/25/2013: EOD stuff partially copied from blog.
    # Trds: 141, MinTrSz: 100, MaxTrSz: 50000, Vol: 1175537, AvTrSz: 8337
    Min. Pr: 0.1220, Max Pr: 0.1329, VW Avg. Tr. Pr: 0.1254
    # Buys, Shares: 49 327191, VW Avg Buy Pr: 0.1266
    # Sells, Shares: 89 831346, VW Avg Sell Pr: 0.1249
    # Unkn, Shares: 3 17000, VW Avg Unk. Pr: 0.1260
    Buy:Sell 1:2.54 (27.8% "buys"), DlyShts 266692 (22.69%), Dly Sht % of 'sells' 0.00%

     

    I've been yammering about daily short sales likely going down to very low levels, taking price and volume with them. Recall I expected a drop in volume and daily short sales a couple days back and yesterday saw volume down -52.55% and daily short volume down -39.53%. The trend may not be confirmed before big news, but it sure looks very likely. Today short volume was down another -3.93% from yesterday while trade volume was up 17.78%. The daily short percentage readings are 37.47%, 31.13%, 28.29%, 21.82%, 27.81% and 22.69% today.

     

    With the trend down now seemingly underway, the rise in trade volume and decline in daily short volume today fits with (some of) my thinking on the factors affecting behavior of these items.

     

    Gory details in the usual place, wherein can be found "The above seems to confirm what the trade and daily short sales are telling me - trend down seems to now be in place".

     

    http://seekingalpha.co...

     

    HardToLove
    26 Oct 2013, 01:45 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    3 Month APH search updated to today. ALL APH search is always current. Have to manually add and delete APH's by date for the 3 month comment search feature. I don't know how long the lag is between making changes and when the search results are fully up to date.

     

    I've been considering buying Axion again but TG's prediction track record is like 0 for 4. Secondly, I presume continued PIPE selling pressure would chew up any volume spike like happened with the first NS battery buy, although the PIPE crowd wasn't around then.

     

    I keep hanging around hoping for something positive to develop, but so far NADA. 999 doesn't make sense to me. Did the side panel in the recent 999 picture lying off the side of 999 rust off, or just laying there as a result of disinterest?
    26 Oct 2013, 03:48 PM Reply Like
  • WayneinOregon
    , contributor
    Comments (1104) | Send Message
     
    OK RBrun, I absolutely love your optimism. I do however, find myself continuing to hearken back to your comment on Aug.19, four days after TG's predictions: --- "After reading the statement by TG several times regarding "significant orders" and "you will be hearing from us soon" I had to sit back and attempt to understand just what that could exactly mean beside what it actually appears to mean."

     

    With each passing day, I wonder if you're going to get an answer. Perhaps we'll see some "significant orders" and more, but we never did hear about anything "soon", and as Bangwhiz just pointed out, TG is 0 for 4 in his predictions. --- I suppose that if he comes through on his latest, and delivers a home run, he'll be batting .200. I'll take it, and all will be forgiven! A timely homerun at this juncture would certainly restore a lot of confidence that's been lost over the past few months.
    26 Oct 2013, 04:14 PM Reply Like
  • RBrun357
    , contributor
    Comments (820) | Send Message
     
    WiO,

     

    Unfortunately my optimism is laced with a ton of doubt! I do not have any confidence in TG since his failure to deliver over the past few years is proof that one cannot trust in what TG predicts. I am just attempting to ride along on this journey with as much "hope" as I can and give TG one more opportunity to repair my doubt. I am not selling any of my holdings as I do believe that the day when Axions PbC technology is deployed into many markets is getting closer with each passing week. I am finding entertainment with the fact that TG has gone way out there with his prediction and we now have only 15 business days to go to find out the truth. If the prediction comes true then significant orders or a combination of orders over a 15 day timeline would be a complete turning point in the Axion story and the next chapter would be started. Unfortunately my belief that TG will pull it off is aligned with my belief regaring pigs can fly but then again I saw a commercial on TV that has pigs flying! I will tell you this, if TG does not come through this time with the significant orders he is predicting by Nov 15th he might want to sneak out of Pennsylvania in the cover of darkness!
    26 Oct 2013, 08:23 PM Reply Like
  • Nicholas Chen
    , contributor
    Comments (2618) | Send Message
     
    While I'll be enraged if TG made his prediction solely to support the stock price, I'll also be forgiving if it sales aren't concrete by Nov 15. Timelines are anybody's guess. All I am looking for is progress and transparency. For example, we should have known all along the BMW program will take a long time, yet the Q1 report and CC did not make it clear. Many of us could have avoided the PIPE debacle.
    26 Oct 2013, 09:56 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    New Life For the “Green Weenie” Electric Locomotive

     

    "At the 7th Annual ASME (American Society of Mechanical Engineers) Rail Transportation Conference in Pennsylvania earlier this month, Axion and Norfolk Southern provided an update on NS 999, comparing the new battery system to the earlier valve-regulated lead-acid battery system.

     

    The report didn’t pull any punches, critiquing the previous iteration of NS 999 for its unwieldy battery management and battery packaging systems, which piled on maintenance costs.

     

    The new PbC® batteries were tested on the Norfolk Southern Hybrid Locomotive Simulator, and the results look promising. According to the report:

     

    PbC® batteries have a unique charging curve, known as “concave down, increasing,” which allows the batteries to self-equalize in strings. This characteristic of PbC® batteries provides for simpler battery management and reduced maintenance charging, while increasing the usable energy available to the string."

     

    http://bit.ly/1g3ojqq
    26 Oct 2013, 04:25 PM Reply Like
  • John Petersen
    , contributor
    Comments (30619) | Send Message
     
    That's a very nice article!
    26 Oct 2013, 04:56 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Would have been nicer if she shared a milestone date for the start of testing out in the wild grey yonder. Hey, I'm greedy.

     

    But you're right. Well written with well researched content.

     

    And, and a bunch of good things about my favorite battery company.

     

    Let's hope your comment concerning Mr. Moorman's wanting it out and about before his "shiny star" tech. award becomes reality.
    26 Oct 2013, 05:26 PM Reply Like
  • John Petersen
    , contributor
    Comments (30619) | Send Message
     
    I just want to see the NS 999 in the yard working hard – followed by a prompt follow-on order for enough batteries to conduct a statistically valid test. While I've always guessed that 100 units would be a reasonable test sample for a 4,000 unit fleet, I just found a "Sample Size Calculator" that says a fleet of 94 units would give you 95% confidence within a 10% margin of error.

     

    http://bit.ly/1a7K1kQ
    26 Oct 2013, 05:51 PM Reply Like
  • froggey77
    , contributor
    Comments (3024) | Send Message
     
    I noticed a link at the bottom of the page; for the Residential PC

     

    A Power Quality and Energy Storage Cube for the Residential Market

     

    http://bit.ly/1dxzQ00
    26 Oct 2013, 06:56 PM Reply Like
  • jveal
    , contributor
    Comments (644) | Send Message
     
    Unfortunately the internet address line has the date of 2012/6/26
    26 Oct 2013, 08:05 PM Reply Like
  • froggey77
    , contributor
    Comments (3024) | Send Message
     
    Jvea
    Yep, It's an oldie.
    With Rosewater back. I still think it's good to have it there.
    More than one article about the company available is a good thing.
    That it's a year old may even look better to some.

     

    Only Axionistas would know there ever was a problem.
    26 Oct 2013, 08:34 PM Reply Like
  • greentongue
    , contributor
    Comments (971) | Send Message
     
    It is nice to see that companies are starting to get "on the right track" and using batteries that don't require a government subsidy to be economical. Soon the tide will turn as government subsidies, and write-downs, run out.
    27 Oct 2013, 08:39 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    This is a very interesting thread for those wondering how batteries and ultracaps play together and compete. Axion's PbC falls into the asymmetric group they are discussing. Some good links as well.

     

    As a side bar please note the comment from the EV guy about the concerns with using large ultracaps in vehicles. This is a concern that was shared with me by an engineer on another board I used to frequent as he often testifies as an expert witness in accident cases involving technology. He's not sure you'll ever see a huge roll out of ultracaps in automotive given how quickly they can dump their energy.

     

    http://linkd.in/1a7Ka7U
    26 Oct 2013, 05:53 PM Reply Like
  • froggey77
    , contributor
    Comments (3024) | Send Message
     
    Thanks IIndelco.
    26 Oct 2013, 08:34 PM Reply Like
  • Alphameister
    , contributor
    Comments (1428) | Send Message
     
    For Halloween this year, I've decided to dress up as an investment portfolio with "AXION INSIDE." How scary is that?!

     

    Expect to hear significantly more from me soon. And no, I don't mean three months from now.
    27 Oct 2013, 08:55 AM Reply Like
  • WayneinOregon
    , contributor
    Comments (1104) | Send Message
     
    Hey Alphameister, I'll look forward to hearing more from you. IIRC, you nailed the PIPE financing from the get go. When most others were giving it a grade of B to C, you severely criticized it (accurately we now know) and gave it a D-.
    27 Oct 2013, 12:26 PM Reply Like
  • carlosgaviria
    , contributor
    Comments (791) | Send Message
     
    Buenos días!!

     

    "Elon Musk warns about Tesla's stock Price."

     

    http://cnnmon.ie/19JTIsQ

     

    Saludos-Carlos
    27 Oct 2013, 09:16 AM Reply Like
  • greentongue
    , contributor
    Comments (971) | Send Message
     
    I like this. Wish someone at Axion would take it to heart.
    "... given that one of their goals is to boost shareholder value."
    27 Oct 2013, 09:27 AM Reply Like
  • raleigh731
    , contributor
    Comments (306) | Send Message
     
    Question>>> How much delay from ANY announcements can be expected with the government shutdown? i.e., slippage because of gov't. shutdown such as power cubes?
    27 Oct 2013, 10:19 AM Reply Like
  • D-inv
    , contributor
    Comments (4710) | Send Message
     
    ral ... As much as suits Obama's political calculations. It took a week or more for DOD to acknowledge the Defense appropriations bill enacted before Oct 1 eliminated any justification for furloughing 400K civilian employees. Once those people returned to work 83% of the federal work force were on the job. Closing many park service facilities was entirely unnecessary, costing more than normal operations, but they were closed anyway.

     

    Harry Reid called "Tea Party" house and Senate members "terrorists" over the legislative standoff leading to government shutdown. Terrorism regarding government default on public debt and selective closure of government operations is exactly what the Democrats practiced. It was a repeat of tactics employed in trying to prevent sequestration.
    27 Oct 2013, 11:01 AM Reply Like
  • RuggedDC
    , contributor
    Comments (507) | Send Message
     
    Let's keep it focussed on Axion, please.

     

    Your present comment veered into an off-topic political rant (with which I vehemently disagree).
    28 Oct 2013, 12:29 AM Reply Like
  • isthisonebetter
    , contributor
    Comments (385) | Send Message
     
    D-inv,

     

    agreed.

     

    G
    28 Oct 2013, 01:14 AM Reply Like
  • D-inv
    , contributor
    Comments (4710) | Send Message
     
    Rugg ... You have your opinion(s) and I have mine. A question focused on Axion was asked. A reasoned response to that focused question was provided.

     

    If you don't like that response or reasoning behind it, you don't like it. Expression of that perspective is fine with me. Attempting to censor my speech or rebuke me is another matter.
    28 Oct 2013, 03:47 PM Reply Like
  • KentG
    , contributor
    Comments (368) | Send Message
     
    I found this interesting article on SmartPlanet

     

    "U.S. support of grid energy storage charges up
    By Chris Nelder | October 26, 2013, 8:00 PM PDT

     

    http://smrt.io/1eY4QEx

     

    Cali utilities are supposed to buy 200MW of storage next year.

     

    And inside the article is this link

     

    http://bit.ly/1gyW5oK

     

    "Advanced energy storage system launched at Philadelphia Navy Yard
    October 21, 2013"

     

    No mention of the battery provider (500kw storage) and "On Wednesday, Oct. 30 the GridSTAR Smart Grid Experience Center will host an Open House event. "

     

    Penn State is involved and Phili Navy Yard too. Huuummm

     

    I say 10-30 PR from Axion. Or not. (-:
    27 Oct 2013, 05:34 PM Reply Like
  • isthisonebetter
    , contributor
    Comments (385) | Send Message
     
    Kent,

     

    Forgive me if I have missed discussion of this, but do we believe/know that these are Axion batteries? And how many PbC's are we talking for a 500kw storage system? Thanks.

     

    G
    27 Oct 2013, 05:53 PM Reply Like
  • John Petersen
    , contributor
    Comments (30619) | Send Message
     
    Given the space allocated to batteries in the schematic drawing I'd be willing to bet that they're not using the PbC.
    27 Oct 2013, 05:56 PM Reply Like
  • dastar
    , contributor
    Comments (274) | Send Message
     
    I know AES has been using A123 batteries in past installations.
    27 Oct 2013, 06:25 PM Reply Like
  • D-inv
    , contributor
    Comments (4710) | Send Message
     
    Kent, I'm thinking not (on the Axion PR).

     

    As I read the Penn State News article, the 500 kW storage system mentioned referred to a Laurel, MD installation put into service on October 15. Since no PR was issued then, there seems little prospect of one on October 30.

     

    I've emailed Mr. Bradley per address given in Penn State New article, requesting more info about the battery systems used in Laurel, MD and Philadelphia Navy yard.
    27 Oct 2013, 06:41 PM Reply Like
  • KentG
    , contributor
    Comments (368) | Send Message
     
    Your right JP. The picture says it all. So maybe we can get some of that 200Mw storage business in 2014 we here in Cali are going to be paying for and even more of the additional 1125 Mw by 2020?
    27 Oct 2013, 07:06 PM Reply Like
  • froggey77
    , contributor
    Comments (3024) | Send Message
     
    Looking at the size of the AC units I'd guess Li Ion.

     

    What ever it is, it's not a new order. If Axion was involved we would have heard of it long ago.
    27 Oct 2013, 07:12 PM Reply Like
  • DRich
    , contributor
    Comments (4819) | Send Message
     
    >KentG ... Another opportunity for grid storage, which Axion might be able to participate in, is coming in Texas. Deregulation of electrical generation is turning out to be not such a good idea. "The Electric Reliability Council of Texas, which manages the deregulated grid, tries to keep capacity at least 13.75 percent above what Texans consume when demand is highest" but it is more an ideal than a mandatory requirement. Presently, generators only get paid for made electricity and this has led to no new capacity being brought on line to meet growing demand. Who would built a generator if most of the time it made no money?

     

    The new idea, which in the pre-deregulation days was the norm, is " ... to continue meeting demand, they should operate in what’s called a capacity market, in which they would be paid for maintaining power plants that would go online only when power use peaks." In other words, the state of Texas is thinking of going back to a regulated rate structure to make spare capacity mandatory, thus a steady ROI with lower rates to customers, and this could be met with "peakers" or reserve storage. I'm guessing that would come down to whichever is the cheapest to install and has the best ROI margin. I'm not smart enough to know if a wind/solar/overnight spare generation battery farm of a new stand-by generator is the answer.

     

    http://bit.ly/16F3Sre

     

    http://bit.ly/16F3Srg

     

    http://bit.ly/16F3V6k
    27 Oct 2013, 07:50 PM Reply Like
  • Amouna
    , contributor
    Comments (1986) | Send Message
     
    Concentrator very quiet today....whats happening? :)
    28 Oct 2013, 11:04 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19253) | Send Message
     
    Simon & Garfunkel

     

    http://bit.ly/Hrfbwy

     

    HardToLove
    28 Oct 2013, 11:10 AM Reply Like
  • Amouna
    , contributor
    Comments (1986) | Send Message
     
    Guess the usual suspects are still asleep...;)
    28 Oct 2013, 11:21 AM Reply Like
  • DRich
    , contributor
    Comments (4819) | Send Message
     
    >Amouna ... Comes a point that all the information has been evacuated from the chamber & speculating about the remaining contents of a vacuum just doesn't warrant much interest.
    28 Oct 2013, 11:35 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19253) | Send Message
     
    Amouna: ARCA is - 11:40 and they've made no appearance.

     

    HardToLove
    28 Oct 2013, 11:43 AM Reply Like
  • Patrick Young
    , contributor
    Comments (1946) | Send Message
     
    "My man" is obviously TG.

     

    http://bit.ly/1dE1tVp
    28 Oct 2013, 11:46 AM Reply Like
  • Amouna
    , contributor
    Comments (1986) | Send Message
     
    Now the ball is purely in the court of TG and his "promise to announce various sales by Q3".

     

    As DRich mentioned, there is no further need for analysis and conjecture. We shall wait and see!!!

     

    Institutional ownership is very low at 6% of float. If the story changes, we will see them starting to circle..
    28 Oct 2013, 11:47 AM Reply Like
  • timzinski
    , contributor
    Comments (93) | Send Message
     
    APH is quiet so I thought I would post this about Kandi technologies.

     

    http://tinyurl.com/lu9...

     

    Kandi orders "up to 12,036 cases of 80V 66Ah Lithium Iron Phosphate Battery ("Product") from Wanxiang. "

     

    "The total purchase price of the Sales Contract will be RMB 182,397,600 (approximately $30,399,600), which will be paid in installments by Kandi New Energy as purchase orders are issued and fulfilled. "

     

    Isn't Wanxiang the company that bought out A123 for their Lithium Iron Phospate technology?
    Seems like this one order from Kandi might make the purchase of A123 profitable for Wanxiang.

     

    And Kandi is apparently expecting to supply over 5,000 EV's to the new Car Rental business in Hangzhou.

     

    My KNDI position continues to excite.
    Now when Axion releases news of significant sales I can't imagine the change in my step!

     

    I sold my Capstone shares for a 30% gain and re-invested it all in AXPW.
    I sold all my Canadian Solar shares for an 11% gain and am about to re-invest it all in AXPW within my Roth IRA.
    I should pick up more KNDI shares on a dip, also.

     

    I am Long AXPW KNDI

     

    Tim
    ----------------------...
    Form 8-K for KANDI TECHNOLOGIES GROUP, INC.

     

    ----------------------...

     

    28-Oct-2013
    Entry into a Material Definitive Agreement

     

    Item 1.01 Entry into a Material Definitive Agreement.
    On October 23, 2013, Jinhua Kandi New Energy Vehicles Co., Ltd. ("Kandi New Energy") entered into a Sales Contract with Zhejiang Wanxiang Ener1 Power System Co., Ltd.("Wanxiang"). Pursuant to the contract, Kandi New Energy will purchase up to 12,036 cases of 80V66Ah Lithium Iron Phosphate Battery ("Product") from Wanxiang.
    Each case of battery has 80 volt and 66 Ah (Ampere Hour) capacity. The total purchase price of the Sales Contract will be RMB 182,397,600 (approximately $30,399,600), which will be paid in installments by Kandi New Energy as purchase orders are issued and fulfilled.
    Kandi New Energy shall provide purchase plan and written order to Wanxiang before the 19th of each month and the order shall confirm the detailed Product amounts and delivery times. Wanxiang shall deliver the Product to Kandi New Energy's designated place in Hangzhou.
    The warranty for the Product is 36 month or 150,000 kilometers from the date of receipt of the Product by Kandi New Energy.
    28 Oct 2013, 11:47 AM Reply Like
  • Patrick Young
    , contributor
    Comments (1946) | Send Message
     
    I'm looking for AXPW to be my "Warren Buffet" moment.
    28 Oct 2013, 11:58 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    "The warranty for the Product is 36 month or 150,000 kilometers from the date of receipt of the Product by Kandi New Energy. "

     

    Not getting my money as a customer. Shows the difference between the markets.

     

    BTW, Is KNDI battery swap with lithium ion as well?
    28 Oct 2013, 12:27 PM Reply Like
  • timzinski
    , contributor
    Comments (93) | Send Message
     
    iin: Kandi has over 12 models developed. Some with the joint venture with Geely.
    The early Kandi model uses a lead aid battery and that is what the CEO prefers. However, other powers/interests in China have been pushing the LI-ion chemistries. The typical battery swap vehicle holds 2 batteries and at about $475 each they are not too expensive.

     

    The CEO has lamented that the Lithium battery mfg.'s all tout the value and long life of their products but none would give a decent warranty to back it up. 5 years is what he wants but 3 years seems to be the max. warranty offered.

     

    The CEO has previously stated that Kandi did not want to be in the battery business. Their business model has always been to sell/lease the EV's "naked", or, without a battery. This new company, with the CEO owning 50%, is a new and heretofore un-mentioned development.
    With the new subsidies announced in Sept. the batteries are included in being eligible for gov. subsidies so I am sure that is a factor. I don't believe Kandi would order $31 million worth of batteries unless they were for sure going to deliver 5,000 to 6,000 new EV's for the car rental or lease programs in the next few quarters. The batteries in Kandi's EV's do extra duty for V2G and B2G with the State Grid utility, so maybe the CEO wants to pick up that extra revenue stream and also push the speed of development of the Kandi EV's into the mainstream.

     

    Tim

     

    28 Oct 2013, 01:45 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Thanks Tim!

     

    I used to follow them more closely when they were starting up with LAB swap only but looking to introduce lithium ion due to higher government support for the latter. I agree with their CEO that a 3 year warranty for the lithium batteries is unacceptable. I don't blame the lithium ion guys for trying to get away with it but it's a terrible business case.

     

    Wish you continued success in your interests there.
    28 Oct 2013, 02:10 PM Reply Like
  • Ishikawa
    , contributor
    Comments (178) | Send Message
     
    At approx. USD2500.00 per pop, I wonder how much is Kandi EV ex-factory cost ? What is selling price/lease cost and what percentage is from Government subsidy ?
    28 Oct 2013, 02:35 PM Reply Like
  • John Petersen
    , contributor
    Comments (30619) | Send Message
     
    That's about $2,500 for 5 kWh batteries. I think each car uses either two or four batteries that slide in from the side below the rocker panels.
    28 Oct 2013, 03:23 PM Reply Like
  • froggey77
    , contributor
    Comments (3024) | Send Message
     
    "Isn't Wanxiang the company that bought out A123 for their Lithium Iron Phospate technology?"
    Yes.

     

    "Seems like this one order from Kandi might make the purchase of A123 profitable for Wanxiang."

     

    You would have to know what the profit for them was on the deal.
    AONE was selling batteries just not making much if any profit on them.

     

    Another thing. I recently posted a bit on the Leaf's problem with heat.
    http://bit.ly/1dEM3jO
    I don't know of any battery cooling system in the couple of Kandi models I have looked at. A year or so ago, I asked Arthur Porcari about it and he didn't know either.

     

    There are parts of China that are as hot as Phoenix. I expect in a couple of years, in some areas Kandi's batteries will be degrading also.

     

    If I understand correctly; Kandi is putting the cost of the batteries on the utilities. (Who need them to swap the spent ones out.)
    So while the direct cost won't go to Kandi if utilities start losing money on the batteries they may drop out leaving Kandi drivers high and dry.

     

    This situation won't happen for about two years and the expected growth of Kandi will mitigate it for a while. I think it will be a good investment until/if this becomes problematic. Then I don't know what will happen.
    Good for growth but may not be a keeper after that.

     

    P.S. a warning from Tom Konrad in case you missed it.
    Basically he attempted to prove KNDI had not scammed people in the past and couldn't do it,
    http://seekingalpha.co...
    Rent This EV Stock And Enjoy The Ride, But Don't Keep It Too Long
    28 Oct 2013, 03:32 PM Reply Like
  • froggey77
    , contributor
    Comments (3024) | Send Message
     
    Ishikawa
    Tom Konrad wrote an article on the subsidies.
    China's New Electric Vehicle Subsidies: Winners And Losers
    http://onforb.es/1a46Bgu
    <
    On September 17th, the Chinese Ministry of Finance announced the long anticipated renewal of China’s New Energy Vehicle (i.e. electric vehicle or EV) subsidies. The new subsidies for cars were in-line with market expectations, but will be reduced to 10% below the current levels next year, and 20% below the current levels in 2015. Subsidies for buses fell short of expectations.

     

    Conventional gasoline-electric hybrid models were not included in the subsidies, but some plug-in hybrid (PHEV) were. The subsidies amount to 60,000 ($9,802) yuan for pure electric autos with a range over 250 km (155 miles), and 50,000 yuan ($8,168) and 35,000 yuan ($5,718) for EVs with range over 150 km (93 mi) and 80 km (50 mi), respectively. A restriction on the subsidy for low-speed electric vehicles was removed.
    >

     

    As I understand it China is moving the subsidies from the consumer end to the companies for R&D. (for cheaper batteries.)
    28 Oct 2013, 03:53 PM Reply Like
  • Ishikawa
    , contributor
    Comments (178) | Send Message
     
    Thanks JP,
    With what is happening in China today, I hope Chairman Shih Jin Ping does not pull the rug under it by starting to investigate the Wangxiang/Kandi partnership.

     

    " This new company, with the CEO owning 50%, is a new and heretofore un-mentioned development." means the Gov't subsidizes a company controlled by a single person. As corrupted as China is, it does not sit well with the " Lords ". jmho.
    29 Oct 2013, 01:21 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    All depends on which of the ruling oligarchies his clan is under. IF he is truly independent (rare at this level of wealth), I would avoid the investment since he WILL be subsumed or driven out into the cold. (Think Borg / Star Trek episode plot).
    29 Oct 2013, 07:23 AM Reply Like
  • timzinski
    , contributor
    Comments (93) | Send Message
     
    Froggey: "P.S. a warning from Tom Konrad in case you missed it."

     

    Tom Konrad disclosed he profits from shorting KNDI.
    He has lost all credibility with me.

     

    His article neglected to point out all the positive developments at Kandi and the fact that Kandi has never been accused of any wrongdoing by any governing authority, but only "implied" by the shorts like him and Richard Pearson.
    Tom Konrad seemingly regurgitated Pearson's nonsense instead of doing his own research to present a fair and balanced analysis.

     

    Kandi is only traded on Nasdaq (KNDI) and has filed all its SEC reports on time, for many years, which have been accepted by the SEC. Kandi is legitimate. Their business model is disruptive. Their patents provides a moat for their explosive growth in China.

     

    Konrad likes a quick profit from both ends. He has shorted KNDI AND sold long positions.
    KNDI pps has come up from below 2.00 to trade between 7 and 8.50 and stayed up after the negative attack articles because investors know the truth about Kandi and are holding strong and long, just like us Axion investors.

     

    Credible analysts and authors do not own shares of the companies they write about. An author who is short (and long) cannot be fully trusted. They are biased towards their own positions. Konrad is no exception.

     

    John Petersen has never shorted a stock. Not because he couldn't profit but because he has integrity. That's why I trust his writing about Axion as do his more than 53,000 followers. That's why I continue to hold and invest in Axion.

     

    Tim
    30 Oct 2013, 10:15 AM Reply Like
  • John Petersen
    , contributor
    Comments (30619) | Send Message
     
    I will note, however, that I own a boatload of Axion common which means that I do have a dog in the fight even if it's only one dog.
    30 Oct 2013, 10:21 AM Reply Like
  • froggey77
    , contributor
    Comments (3024) | Send Message
     
    Tim
    If you came to the conclusion that you could not trust; that the management would not pull a fast one; isn't selling out the proper course?

     

    Credible analysts and authors do not own shares of the companies they write about.

     

    No.
    A credible analyst is honest about their position. Not necessarily they don't have one.
    Other people want an analyst to have 'skin' in the game

     

    You may not like that Konrad went short. (I admit I didn't know he had. I did know he had sold his position.)
    I can't say, I think the worse of his credibility for it.
    But to each his own,
    30 Oct 2013, 01:03 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    I personally don't have a problem with anyone saying what they wish as long as they state what their interests are in the financial instrument they are writing about. Something you will not see too often coming from our representative as they dole out the countries assets.
    30 Oct 2013, 01:24 PM Reply Like
  • timzinski
    , contributor
    Comments (93) | Send Message
     
    But John, your dog is not a pit bull, it's a golden retriever.

     

    You have only written the truth about AXPW, which means you tell the good AND the bad and your conclusions are based on truth.
    You've been accused of "pump & dump" but the pps hardly correlates with that. As for the pps declines? Your logical conclusion of the big uglies and the Piper's selling millions of shares to make a quick profit is correct.
    At the same time you note that the market is absorbing all the millions of shares so plenty of money believes the Axion story.

     

    I followed you and AXPW for a year before I risked picking up 5,000 shares. I thought that would be a reasonable long term investment and worth the risk as you portrayed it.
    As time went by and everything you wrote about AXPW was coming true I was compelled to invest more. I never thought I would be controlling over 100,000 shares but here we are and right at the cusp of the big sales announcement.

     

    Konrad insinuated the current financing deal would drive AXPW to 5 cents and probably bankruptcy (scared a lot of weak hands, have to wonder if he was intentionally helping the shorts).
    You said they would not like a pps below 10 cents and would, after the return of their money, switch gears to maximize the return on their money.
    So far, you are right and Konrad is not.

     

    I don't follow Konrad anymore but I still follow you John and I will continue unless something changes and you go to the dark side.
    I hope my corp. never needs a lawyer but if it does you will be the first person I call.

     

    Thank you again for all your time and effort put into AXPW,

     

    Tim

     

    31 Oct 2013, 11:35 AM Reply Like
  • John Petersen
    , contributor
    Comments (30619) | Send Message
     
    There are no meaningful shorts in Axion. A few hundred thousand shares of total short interest simply doesn't matter. The problem is all about supply and demand and old holders who were too willing to pound stock into the market at any price. Small company markets are a lot like small children. When they're hungry they're really hungry and if you try to force feed them when they're not hungry they'll puke all over your shirt.
    31 Oct 2013, 12:26 PM Reply Like
  • timzinski
    , contributor
    Comments (93) | Send Message
     
    Froggey,
    "If you came to the conclusion that you could not trust; that the management would not pull a fast one; isn't selling out the proper course?"
    Apparently not, folks here have been raggin' about TG for a long time but most seem to holding their positions.

     

    The problem I have with Konrad is that he was short KNDI BEFORE he wrote (copy/pasted?) the misleading (false) info. Then, he was long. Yes, that's right...he didn't sell out his whole position. He first profited from the short position, then he took profits again when the shares ran up! So, he isn't writing about investing in a promising company, a la JP and Axion, he simply chases quick profits up and down. Therefore, I concluded his writing is geared toward quick trading his own position.

     

    Konrad's conclusion was based not on anything Kandi did/said but only the fact that some other Chinese companies were fraudulent.
    So, possibly guilt by association? And indeed, no one, I repeat, NO ONE, has ever accused Kandi of any wrongdoing.
    Kandi has been a profitable company (EPS = .13) for many years and no law firm has found any grounds for a suit. Believe me, Kandi has been scrutinized to the max just because they are a Chinese firm traded on NASDAQ, like some other really fraudulent Chinese firms, but there the similarity ends.

     

    I retract my statement, "Credible analysts and authors do not own shares of the companies they write about."
    I should have proofread that more, it does not portray my true sentiment. One of the reasons I like JP's articles is precisely because he has skin in the game.
    The difference is JP does not mislead or obfuscate...he tells the good, the bad, the ugly, and the really ugly...he states he is long and only long. His articles don't hide the truth even if that truth hurts his position. And it has hurt but he holds his shares.
    So, unless JP is the sharpest liar of all and has been shorting AXPW all along to profit, I can trust his analysis that someday Axion will be profitable.

     

    "You may not like that Konrad went short."

     

    It's not that Konrad was short but that he published a misleading (false) article that helped him, and the other major short, take a profit that way. There outta be a law against such manipulation.

     

    How would you like it if a disclosed short published an article today about Axion that stated he couldn't trust Axions's CEO because, well, look at Enron, that CEO was a crook, so...?
    And in the article this person wrote all about the terrible PIPE financing and the possibility that AXPW might sink to 5 cents and then bankruptcy would be likely. To bolster his negative argument he would reiterate that Axion has had no significant sales and has no strategic partnerships and no prospects of any sales because nobody wants a dumb old lead acid battery so Axion is a bad investment. In this article the author would INTENTIONALLY neglect to mention the developments with BMW, NS, PC's for grid storage, and the fact that ePower loves the PbC, is using them already, and is building trucks as fast as they can and wants to eventually order tens of thousands of PbC batteries.
    Fair and balanced analysis? Obviously not, but weak hands would sell as fast as they could and the short would laugh.
    (He who laughs last laughs best).

     

    This is what Konrad did with the Kandi article, left out all the good and included only innuendo. Kandi's pps had run up to new highs so was naturally going to drop. Konrad garnered the maximum profit from his short position. Then made another profit the next time the pps soared. He may still be playing the trend this way.

     

    It's not that Konrad went short that wrankles me it's that he wrote that article which helped his short position but did not convey the truth, the whole truth, and nothing but the truth.

     

    Konrad writes for Forbes. He knows about DD. There is as much public discussion available about Kandi as there is about Axion. Kandi is not operating in secrecy. No one, not even a law firm, has questioned their years of financial reports. So how could anyone insinuate that Kandi's CEO might be a crook? There's no evidence of that.
    That's like saying Axion's CEO might be a liar and a crook so AXPW is a bad investment. That would be an absurd opinion.

     

    Sorry, long story but that's why Konrad has lost credibility with me.
    He might be good to follow for quick profits but as an investment
    advisor I will avoid him. I like to invest in companies that will do good for society and the planet and that usually means being long until their product proves its worth.
    I don't like the idea of shorting. To me that's like kicking someone when they're down or taking advantage of a widow's misfortune.
    If I become wealthy it will be because Axion and Kandi have products that people want and they execute their businesses well. I will sleep good at night believing, in my own mind at least, that I helped bring about some good in this, our fallen world.

     

    Thanks Froggey for responding to my comment. It forced me to take the time to respond and I needed to get a rant out.
    Today is the last tax deadline for my clients this year and I am almost done and looking forward to a few quieter months.
    Fishing is still good here in Wisconsin, my home state.
    Muskies are huge and the walleyes are oh so tasty!

     

    Tim

     

    31 Oct 2013, 01:37 PM Reply Like
  • timzinski
    , contributor
    Comments (93) | Send Message
     
    People lie. It's a fact.
    Politicians lie.
    Lawyers, tax preparers, and accountants lie and their clients lie too.
    Judges and prosecutors lie.
    Cops and crooks lie.
    The very first human beings lied.
    And yes, Investment Advisors and Analysts lie.
    And yes, even I have lied (not to profit so much as to protect someone or to avoid my own embarrassment).
    In fact, I have become so cynical in the past 50 years that I presume someone is lying until proven otherwise.

     

    John Petersen I follow and trust, for now.
    Konrad, not anymore.

     

    Tim
    31 Oct 2013, 01:54 PM Reply Like
  • geopark
    , contributor
    Comments (332) | Send Message
     
    >timzinski . . Just for fun . .

     

    Is "Polticians lie" an oxymoron?

     

    gepopark
    31 Oct 2013, 03:35 PM Reply Like
  • timzinski
    , contributor
    Comments (93) | Send Message
     
    could be...
    politicians stems from the ancient language:

     

    "Poli" meaning "many" and "ticians" meaning "blood sucking creatures"
    1 Nov 2013, 12:09 PM Reply Like
  • geopark
    , contributor
    Comments (332) | Send Message
     
    >tim . . double funny, thanks
    1 Nov 2013, 12:33 PM Reply Like
  • WayneinOregon
    , contributor
    Comments (1104) | Send Message
     
    Timzinski, thanks for your "expose" on TK. Good to know, since he's written on Axion, and I assume he will in the future as well.
    2 Nov 2013, 11:03 AM Reply Like
  • tomcat818
    , contributor
    Comments (45) | Send Message
     
    Guidance please... I've not traded on the OTCQB before and wonder what is the best method?

     

    Trade through existing TD Ameritrade acct?
    Trade through OTCQB broker directly(if possible)?

     

    Since TD does not do Stop-Limit orders on this exchange I'm looking for other alternatives. I want to avoid being whipsawed if possible.

     

    Thanks in advance...
    28 Oct 2013, 11:50 AM Reply Like
  • nogoodslacker
    , contributor
    Comments (1273) | Send Message
     
    I just buy through my Scottrade account and I always use limit orders.
    28 Oct 2013, 11:56 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19253) | Send Message
     
    Tomcat: Ditto what NGS said - I use ETrade with limit orders.

     

    HardToLove
    28 Oct 2013, 12:11 PM Reply Like
  • Nicholas Chen
    , contributor
    Comments (2618) | Send Message
     
    I'd avoid using stop orders on a low volume penny stock. They would be a sitting duck to set off, purposely.

     

    The other thing to look at is your broker's fees for penny stocks. For example Scottrade charges an addition 0.5%. Try to get a low flat fee for penny stocks, unless somehow you get a rebate for providing liquidity per share (unlikely for OTC I think).
    28 Oct 2013, 12:25 PM Reply Like
  • tomcat818
    , contributor
    Comments (45) | Send Message
     
    Thanks everyone for your input... Since TD doesn't have a surcharge on penny stocks it should be OK.
    Can't take my eye off the ball when trading this stock I suppose.
    28 Oct 2013, 12:45 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Tomcat, Choose whatever service that gives you the lowest commissions and offers the services that benefit you. As the other folks suggest, utilize limit orders or the mm will take advantage of you IMO.
    28 Oct 2013, 12:33 PM Reply Like
  • tomcat818
    , contributor
    Comments (45) | Send Message
     
    Thanks, Haven't placed a market order for sometime... too many wolves in the woods. :)
    28 Oct 2013, 01:26 PM Reply Like
  • John Petersen
    , contributor
    Comments (30619) | Send Message
     
    There was apparently a Model S crash in Merida last night that resulted in a fire and several explosions of increasing severity.

     

    For those who have wondered about the safety of large lithium-ion battery packs the video in this story is more than a little informative.

     

    http://bit.ly/1dEgZk9
    28 Oct 2013, 01:00 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    I think it's a tequila fire. You can tell by the flash bulb glow.

     

    It would have been interesting to see an entire time lapse video of the crash from inception to see how things unfolded. Car was pretty enveloped with flames already at the start of this video. Can't expect that electrolyte/cathode material to bake nicely forever.

     

    Edit : Update, The worm and the weasel got away unharmed.
    28 Oct 2013, 01:17 PM Reply Like
  • Tampa Ted
    , contributor
    Comments (2652) | Send Message
     
    Rather than guessing on a specific date of TG's prediction of sales, I am more interested in how many people think that he will actually announce anything at all?

     

    I hope I am wrong, but I think the likelihood that he will have a "significant" announcement is slim and grows slimmer the farther away we get from his prediction. So that leaves whatever his factual basis could have been for making such a prediction and then re-committing to it a month and half later at the annual meeting.
    28 Oct 2013, 01:46 PM Reply Like
  • Amouna
    , contributor
    Comments (1986) | Send Message
     
    Stefan,

     

    I somehow think that this time around he WILL announce sales. Maybe these are not being announced at the timeline we expect them to be, but they will be nonetheless.

     

    If he doesn't, he knows deep down that his BoD will have no choice but to ask for his resignation, as it would be a major PR failure for an emerging tiny company that can not afford unforced errors.
    28 Oct 2013, 02:00 PM Reply Like
  • Valleywood
    , contributor
    Comments (835) | Send Message
     
    Stefan, my goodness but you have hit the hot button ! Your post has attracted immediate responses, and methinks ye have the ale for the day.

     

    Great Post !
    28 Oct 2013, 02:06 PM Reply Like
  • geopark
    , contributor
    Comments (332) | Send Message
     
    Put me down for a TG announcement of sales, albeit with the "significant" portion as an open question.

     

    Sorry Amouna, I don't see a resignation request forthcoming, sans announcement. I know, I know . . sounds like too much hopium on my part but a stand I take, to be right or wrong.

     

    How 'bout the old saying "one day at a time?"

     

    geopark
    28 Oct 2013, 02:29 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Stefan, I also grow more anxious as time passes. Many here hoped for news early in the PIPEr pay process to add support to the value for the earlier investors and as we know that didn't pan out. As I stated before, I felt that if TG was so sure of significant orders then we would have a higher probability of seeing them sooner rather than later. Later means the deal has a higher probability of not being sealed IMO.

     

    Edit: Reposted. I keep forgetting to hit the reply key! :(
    28 Oct 2013, 02:45 PM Reply Like
  • Amouna
    , contributor
    Comments (1986) | Send Message
     
    Fair enough geopark. I don't think the BoD are as complacent as we think they are. These guys have money tied in the stock of AXPW and if they see the man in charge not delivering on his sales strategy, then they will gently but firmly put replace him with someone else!
    28 Oct 2013, 02:48 PM Reply Like
  • tomcat818
    , contributor
    Comments (45) | Send Message
     
    I think he will announce sales but not of the magnitude most anticipate. Otherwise, he would use this ace to dampen the pipers gobbling of shares sooner rather than later IMO...

     

    I'm thinking a couple of 500KW PCs going to a new prospect market I.E. California or a coalition of islands (Catalinas??) It could be military and the wait is due to sign-off on MIL-SPEC\MIL-STD?

     

    I'm basing this on the active carbon shipments they received a while back report by IIRC iindelco...
    28 Oct 2013, 02:52 PM Reply Like
  • froggey77
    , contributor
    Comments (3024) | Send Message
     
    Having though it over; I can't imagine any energy storage project that won't have been affected by the shutdown.
    I consider a miss a probable event ATM.
    I'd give him a month to be on time.
    28 Oct 2013, 03:57 PM Reply Like
  • DRich
    , contributor
    Comments (4819) | Send Message
     
    >Stefan Moroney .... Thou'st a heart so faint?
    28 Oct 2013, 01:56 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    "...And bite thy tongue that slanders him with cowardice
    Whose frown hath made thee faint and fly ere this!"
    28 Oct 2013, 01:59 PM Reply Like
  • DRich
    , contributor
    Comments (4819) | Send Message
     
    >tripleblack ... I love that play.
    28 Oct 2013, 02:10 PM Reply Like
  • Valleywood
    , contributor
    Comments (835) | Send Message
     
    Stefan, the laws of mathematics demand that you are correct. More to your question however, is that I have adopted the suspicion that we will not hear any announcements whatsoever, significant or not.

     

    That all by itself is significant, of course, but that's still where I live at the moment. I think TG is an optimistic sort, and he's simply missed this (my speculation) for that and other reasons. For myself, I've made the necessary mental adjustment.

     

    Annoyed but prepared to be thrilled.
    28 Oct 2013, 02:00 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19253) | Send Message
     
    ARCA shows about 13:50 - predictable results ensue as the slow move down begins when the gladiators of the offer queue (for now just ARCA and BTIG) begin to slaughter each other.

     

    How drastic the mayhem today? We'll have to wait and see.

     

    But already down from the 4%+ up to 1.79% up.

     

    HardToLove
    28 Oct 2013, 02:01 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19253) | Send Message
     
    Someone must've sent in the lions and ARCA beat a hasty retreat (for now anyway) and we've recovered to +4.63%.

     

    HardToLove
    28 Oct 2013, 02:25 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19253) | Send Message
     
    14:59 someone caged the lions and ARCA came back and immediately under-offered by 11/100ths of a penny, $0.1277.

     

    HardToLove
    28 Oct 2013, 03:00 PM Reply Like
  • greentongue
    , contributor
    Comments (971) | Send Message
     
    I just hope that a "closed communication period" doesn't stop what otherwise would be announced.
    28 Oct 2013, 02:25 PM Reply Like
  • WayneinOregon
    , contributor
    Comments (1104) | Send Message
     
    “ Concentrator very quiet today....whats happening? :) “
    .........................

     

    There are days when all I feel like doing is ranting about TG and the way he treats Axion shareholders, so I “generally” refrain from posting at those times. Perhaps unfortunately, this morning my angst is spilling over and I think I’ll respond to a couple points here. Regarding “significant orders” by the next cc? It seems more and more likely he’ll use that occasion to announce why there’s been no announcement of significant orders. And if that’s the case, he’ll most likely do it after starting the cc 5-10 minutes late as usual, and end the cc early to not have answer too many questions.

     

    As much criticism as there’s been of Elon Musk, it seems he’s at least delivered shareholder value in every one of his enterprises, most likely has a better record of starting his cc’s on time, and has never foisted a PIPE deal on his shareholders while at the same time awarding himself and other top management bonuses. Sure sounds a lot like the Wall Street sheisters who did so much damage, but felt they too should be awarded bonuses; for what ??? I can’t believe how long I actually believed TG would deliver on his 300% increase in revenues. — I think I better quit now, because it feels like I’m just getting started.
    28 Oct 2013, 02:27 PM Reply Like
  • Amouna
    , contributor
    Comments (1986) | Send Message
     
    Wayne,

     

    Maybe it's time we did something about it and asked this collective question at the next cc to voice our discontent?
    28 Oct 2013, 02:50 PM Reply Like
  • Tampa Ted
    , contributor
    Comments (2652) | Send Message
     
    VW - unfortunately, I never believed him, but hold out a glimmer of hope that the technology is what we believe it to be and will eventually be implemented. Sh*tty place to be in with an investment, but I think the option still has some value.

     

    Hopefully, they will announce something big tomorrow and make my comments look foolish.
    28 Oct 2013, 02:40 PM