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  • f-kru
    , contributor
    Comments (259) | Send Message
     
    Hello World
    1 Nov 2013, 05:53 AM Reply Like
  • John Petersen
    , contributor
    Comments (29816) | Send Message
     
    A new article on ePower and Axion was published this morning in TheTrucker, America's most widely read trucking publication. You can download the entire bi-weekly edition here:

     

    http://bit.ly/1ctrLWx

     

    I've also put together a three page PDF that only includes the cover page and the two pages with the ePower story.

     

    http://bit.ly/1ctrLWy
    1 Nov 2013, 06:18 AM Reply Like
  • bazooooka
    , contributor
    Comments (2533) | Send Message
     
    Nice to see Mr. Bowman call the PbC "unbelievable". Once again confirmation that the technology is solid.
    1 Nov 2013, 06:38 AM Reply Like
  • jveal
    , contributor
    Comments (654) | Send Message
     
    Thanks John.

     

    The two Bowman comments that caught my eye:

     

    The plan is to build a 10- to 20-unit fleet of ePower tractors and rent them to operators who run from 120 to 15,000 trucks.

     

    The fleets will begin testing in early 2014, so time will tell.
    1 Nov 2013, 07:14 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    Thanks for the cut-down PDF John.

     

    I think the article is important because of how competitive the long-haul trucking industry is. Early adopters get a big cost advantage over competitors, allowing lower pricing to garner market-share. That should mean that all the major industry players will be keeping a close eye on ePower and probably enter discussions with them as early as possible so they'll be positioned to start transitions as early as feasible.

     

    ePower could face a ramp-up explosion that brings the good kind of problems.

     

    Some of that should eventually flow through to Axion as well.

     

    One thing I've not seen mentioned is replacement battery logistics. Trucks have accidents, things go wrong that might abuse the batteries(?), ... and there will be need for replacements here and there. Do you know if anyone has been thinking about this? From the supplier side, s/b no biggie. From the owner/operator side might be very important when a unit is on the road. Also, typical service bays at TA and the like.

     

    I know it's so early these are not pressing problems, but ISTM having a plan ready to implement that answers potential customer questions could be useful.

     

    HardToLove
    1 Nov 2013, 07:39 AM Reply Like
  • greentongue
    , contributor
    Comments (766) | Send Message
     
    Repair will be where the "plug&play" of the batteries in the string will really pay off. It was reported that a new battery levels out with the rest of the string automatically. This makes replacement simple.
    1 Nov 2013, 08:04 AM Reply Like
  • SMaturin
    , contributor
    Comments (2218) | Send Message
     
    Great question, HTL.

     

    What will the supply channel be for replacement PbC's when ePower is selling kits?

     

    Direct order from Axion or retail channels for major truck stops and repair shops?
    1 Nov 2013, 08:13 AM Reply Like
  • Retired Aviator
    , contributor
    Comments (1534) | Send Message
     
    Wow, Bowman said the PbC's will "last the life of the truck." I'd say that means they must be holding up perfectly so far, unless he is just a pollyannish person.
    1 Nov 2013, 08:29 AM Reply Like
  • raleigh731
    , contributor
    Comments (283) | Send Message
     
    JP,

     

    Great Article. I have been thinking (odd, I know), having been in radio practically my whole professional life, we used graphics on our vehicles as advertisement. At my last station, (a country station), I Wrapped a 1976 Caddy with our call letters, put a pair of texas longhorns on the front, and custom bumper type stickers on it. It was the best $6,000 of promotional money we ever spent. You couldn't be as outrageous as we were, but having those gliders wrapped with e-power bullet point type exclamations will bring attention to the truck once it gets into fleet operation, and will attract attention at truck stops. Things like "35% better fuel mileage than a conventional tractor", "practically maintenance free batteries", and of course "E-POWER" the size I would make my call letters (BIG!!), and "Axion Long Life Batteries" etc. I don't see it being overloaded like a NASCAR, each statement should be easily glimpsed like a billboard on the highway. Hope this helps or starts a brain storm. I do think it would enlighten many truck drivers to the possibility, and maybe conversations with the driver of the E-power truck.
    1 Nov 2013, 09:07 AM Reply Like
  • Fritz1969
    , contributor
    Comments (38) | Send Message
     
    Great article John. ePower is our shining star!
    From article : “Right now a fleet in Iowa is testing the new system.” John, do you know how long are they testing, are they pleased with the technology, do they testing the smaller version?
    1 Nov 2013, 09:56 AM Reply Like
  • DRich
    , contributor
    Comments (4456) | Send Message
     
    >JP ... Great article. Short & Sweet in a great publication for garnering attention.
    1 Nov 2013, 10:13 AM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    John, Thanks for the link to the article. Very nice.

     

    Any updated timing on when we might be able to see some initial performance metrics from the tractor with the revised hardware set?
    1 Nov 2013, 10:21 AM Reply Like
  • John Petersen
    , contributor
    Comments (29816) | Send Message
     
    HTL> We don't want users servicing the battery boxes. The battery boxes can be removed and replaced in a couple hours with simple tools and it's far easier to send a replacement battery box than it would be to have a service technician tear down the pack, find a problem battery, replace the problem and then put everything back together safely. A plug-and-play battery box swap is the only sensible solution in the event of a problem.

     

    Retired Aviator> I probably would have said, "life of the mechanical drivetrain components."

     

    Raleigh> We're planning to do the initial fleet in a nice sedate "Predator Green" color scheme.

     

    Fritz1969> Thummel continues to fool with the second-generation prototype but he knows that it's not stout enough for his needs, which is why we're working feverishly to finish the third-generation prototype.
    1 Nov 2013, 10:23 AM Reply Like
  • D-inv
    , contributor
    Comments (4015) | Send Message
     
    Thanks for the article, JP. Looks like someone is considering upsizing the first year rollout of rental hybrid trucks. Previously 10, now 10 to 20. Hopefully, that reflects levels of interest expressed by fleet operators.
    1 Nov 2013, 10:54 AM Reply Like
  • SMaturin
    , contributor
    Comments (2218) | Send Message
     
    JP,

     

    What is the weight of a complete battery box and would any sort of special gear be needed to move it and install it? Could it be delivered on a truck and installed using a standard forklift? Just curious about the engineering involved to make it easily swappable.

     

    It seems like overnight truck shipping of replacement battery boxes and installation on the spot could be a specialty business for an ePower/Axion partnership. Unless, of course, the PbC is truly so bullet proof and long lasting that nobody ever needs a replacement box for the life of the rest of the ePower components.
    1 Nov 2013, 11:21 AM Reply Like
  • Ishikawa
    , contributor
    Comments (181) | Send Message
     
    Life of a MayTag repairman ?!
    1 Nov 2013, 11:22 AM Reply Like
  • John Petersen
    , contributor
    Comments (29816) | Send Message
     
    D-Inv> ePower still plans to build 10 trucks with its own money because we believe fleet operators won't believe any of our mpg claims until they've tested the tractor for themselves.

     

    We're going to focus our attention on the major fleets that operate thousands of trucks. We fully expect that a major fleet owner who likes the fuel economy performance of a short-term loaner will want to test a larger number of tractors throughout its network before making a big capital commitment. In those cases, we expect some operators to say "leasing one for a year won't do me any good so why don't I just buy a half-dozen."

     

    Technology adoption theory says that:
    • The first 2.5% of a market to adopt a new idea are classified as “innovators;”
    • The next 13.5% of a market to adopt a new idea are classified as “early adopters;”
    • The next 34.0% of a market to adopt a new idea are classified as “early majority;”
    • The next 34.0% of a market to adopt a new idea are classified as “late majority;” and
    • The last 16.0% of a market to adopt a new idea are classified as “laggards.”

     

    Since we're looking at an annual rebuild market of some 400,000 units, even a tiny penetration among the innovator class would be more than we can effectively handle out of the chute.

     

    SMaturin> Each battery box holds 14 batteries and weighs about a thousand pounds. While I wouldn't want to try and muscle them into place it's an easy four bolt install with a forklift or transmission jack.
    1 Nov 2013, 11:47 AM Reply Like
  • D-inv
    , contributor
    Comments (4015) | Send Message
     
    Thanks for the elaboration on ePower thinking, JP.
    1 Nov 2013, 12:15 PM Reply Like
  • LabTech
    , contributor
    Comments (1767) | Send Message
     
    John,
    Thanks for the update and the pdf. If I were to point out the fact from the page the article was on, that was the most revealing to me, as to the importance of what ePower is doing, it would be to compare ePower's increase in mpg vs the 0.5-2% increase in fuel efficiency that Volvo is talking up for their 2014 engines in the article below it on page 46. Volvo is saying this is a significant ROI for fleet operators using their new engines. If 0.5-2% from a Volvo engine is a "significant ROI" then what would they call ePower's system???
    1 Nov 2013, 03:03 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2544) | Send Message
     
    JP,

     

    It'll be nice when they are on the road logging data. The article says the fleets will begin testing in early 2014. I know you commented a short while ago on the timetable slipping a bit. When do you think the earliest would be when we will see the final prototype that will be the model for the fleets finished. Before x-mas?
    1 Nov 2013, 03:04 PM Reply Like
  • John Petersen
    , contributor
    Comments (29816) | Send Message
     
    We're trying to finish the sleeper cab by the end of the month, but sometimes its difficult to get the information and assistance we need or want from Cummins as quickly as we would like to have it. Once the tractor is complete, we probably have a month of fine tuning and testing before we'll be able to put it in the hands of the first fleet operator. Once we've done the sleeper cab conversion the day cab should proceed at a faster pace because they'll both be using the same drivetrain systems. I want to have both tractors making the operator circuit starting early next year.
    1 Nov 2013, 03:34 PM Reply Like
  • Masi
    , contributor
    Comments (435) | Send Message
     
    That article was great! Is that article going to be posted on AXPW web-site? Does it break copy-write rules to post it?
    1 Nov 2013, 11:25 PM Reply Like
  • Masi
    , contributor
    Comments (435) | Send Message
     
    When the E-Power trucks are blowing by the OEM trucks on the inclines the CB radios will be doing all the selling.
    1 Nov 2013, 11:35 PM Reply Like
  • michaelga
    , contributor
    Comments (22) | Send Message
     
    what a great aesthetic sense. what an idea. each statement should be easily glimpsed like a billboard on the highway.
    2 Nov 2013, 01:46 AM Reply Like
  • danpm4life
    , contributor
    Comments (88) | Send Message
     
    SMaturim & JP

     

    “It seems like overnight truck shipping of replacement battery boxes and installation on the spot could be a specialty business for an ePower/Axion partnership.”

     

    In a previous post, I talked about TravelCenters of America (TA), a major truck stop operator with 244 sites across the most heavily used U.S. interstates. Royal Dutch Shell struck a major deal with TA for developing LNG filling stops @ TA locations, one of the two reasons for TA’s 15% pop today. Since TA also does truck repairs, they are likely a good candidate for kit &/or battery box distribution and installs.

     

    Other questions I thought about after reading the Shell LNG article: While e-Power is initially after the 400,000 replacement market, how competitive would the e-Power/Axion combo be against the new LNG or dual-fuel engines? Is there any further economic benefit or reductions in greenhouse emissions that could be gained by partnering with an LNG/ dual-fuel OEM?

     

    http://yhoo.it/HGgS9s
    4 Nov 2013, 09:27 PM Reply Like
  • D Lane
    , contributor
    Comments (1264) | Send Message
     
    ePower does not require new fueling infrastructure and so much up front expense. However, with all of the buzz in the industry around LNG and CNG, I think that hybrids face even more of an uphill battle in the short-term. (In the long-term I expect NG prices to rise to the benefit of hybrid suppliers.)
    4 Nov 2013, 09:33 PM Reply Like
  • John Petersen
    , contributor
    Comments (29816) | Send Message
     
    danpm4life> Hopefully battery box replacements will be few and far between because that kind of thing is typically a warranty cost rather than a profit center.

     

    The ePower drivetrain doesn't care what fuel goes into the engine and it will save natural gas just as easily as it saves diesel fuel. It would also eliminate the sluggish acceleration fleet owners report for NGVs. The drawback will be finding enough space on a truck chassis for both sets of hardware and dealing with the related weight penalty.

     

    There are many who believe the short-term price disparity between oil and natural gas will equalize over time as LNG export terminals go into operation. Since I have a dog in the fight I'll refrain from guessing.
    4 Nov 2013, 10:24 PM Reply Like
  • Fancy Pants
    , contributor
    Comments (34) | Send Message
     
    Great article, thank you.
    1 Nov 2013, 06:55 AM Reply Like
  • dlmca
    , contributor
    Comments (338) | Send Message
     
    That should turn some heads that are important to AXPW

     

    November...
    1 Nov 2013, 07:22 AM Reply Like
  • dlmca
    , contributor
    Comments (338) | Send Message
     
    JP

     

    Do you even sleep
    1 Nov 2013, 07:22 AM Reply Like
  • John Petersen
    , contributor
    Comments (29816) | Send Message
     
    I've been an early riser since college when morning was the best time to study without interruption from bosses, wives and kids. I don't know why, but nobody ever wants to talk with me at 5 am.
    1 Nov 2013, 07:28 AM Reply Like
  • greentongue
    , contributor
    Comments (766) | Send Message
     
    Make or Break Month?
    1 Nov 2013, 07:54 AM Reply Like
  • greentongue
    , contributor
    Comments (766) | Send Message
     
    For TG's reputation.
    1 Nov 2013, 07:35 PM Reply Like
  • KentG
    , contributor
    Comments (368) | Send Message
     
    Make or wait.
    2 Nov 2013, 06:54 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    10/31/2013: EOD stuff partially copied from blog (up already).
    # Trds: 84, MinTrSz: 217, MaxTrSz: 25000, Vol: 613756, AvTrSz: 7307
    Min. Pr: 0.1200, Max Pr: 0.1300, VW Avg. Tr. Pr: 0.1222
    # Buys, Shares: 23 129976, VW Avg Buy Pr: 0.1237
    # Sells, Shares: 60 473780, VW Avg Sell Pr: 0.1218
    # Unkn, Shares: 1 10000, VW Avg Unk. Pr: 0.1230
    Buy:Sell 1:3.65 (21.2% "buys"), DlyShts 47977 (7.82%), Dly Sht % of 'sells' 10.13%

     

    The pattern of buy:sell and daily short volume and percentage I mentioned yesterday continued today. We ended with trade volume down -8.83% and daily short sales down -56.10%, moving daily short percentage to 7.82%, down -51.85% from yesterday, which was down -52.25% from the prior day.

     

    Again we ended at a weak buy percentage and it could've been worse. At 12:18 we had a buy percentage of 8.13% (91.87% were sells) on volume of 191,577, ~31.2% of the day's trade volume..

     

    As mentioned, we are trading around the 50-day SMA, $0.1244 now. We closed well below it for the second consecutive day though. Also, our VWAP has been below it for two days now.

     

    All the usual details are in the blog here.

     

    http://bit.ly/HdyjhL

     

    Will put up a "stub" November blog later with a lot of the numbers stuff and header cut down to help keep load and scrolling time reasonable.

     

    HardToLove
    1 Nov 2013, 08:08 AM Reply Like
  • Retired Aviator
    , contributor
    Comments (1534) | Send Message
     
    I'm trying to wrap my head around the full ratchet provisions of the PIPE deal and have some questions. I hope someone can help.

     

    I understand that any subsequent dilutive financing means that the PIPErs get to swap the shares they were issued for an equivalent dollar value of shares at the new deal price. So, suppose a PIPEr got 15 million shares at an average price of 12 cents, and then a new deal goes off at an average price of 8 cents. In this case, they would get to swap their 15 mm for 12/8*15m = 22.5 million shares (we get diluted by another 7.5 mm). Is this correct? Also:

     

    1) Is there any time limit on their full ratchet protection or are we potentially screwed forever?

     

    2) Presumably once a PIPEr has sold shares, full ratchet protection is lost on those shares. So if a PIPEr got 15 million shares and sold 10 million, then only 5 million still have ratchet protection? What if the PIPEr subsequently buys back some shares in the open market? Who is to check upon redemption whether they are original holdings or not?

     

    3) Did Axion do any financing deals prior to the 2013 deal that have ratchet protection provisions for those investors? Just wondering if there is a skeleton in the closet.
    1 Nov 2013, 08:10 AM Reply Like
  • Valleywood
    , contributor
    Comments (668) | Send Message
     
    Great article, JP. Now, for the moment, pretend you don't see this.

     

    Board:

     

    Inasmuch as we clearly have a new baby on the block and Lord knows we wish her well, I have to admit it might be interesting to dabble in some early ePower ownership.

     

    I'm giving exploratory (but serious) thought to trying to buy maybe a $100K block in ePower. SWMBO is not the adventurous sort, but I have to think I can smuggle $10K through the barbed wire. If I can work it out, perhaps cooperative ownership of convertible securities, or even ownership shares.

     

    It seems to me there are sophisticated investors who regularly post on this concentrator who understand the extraordinary risk in such a venture. If I can find a way to carve up a share of that size, would you be interested? $10K per pop. More if you can handle it. If this would be a burden for you, please pass. If you think watching Axion paint dry is frustrating. :>)

     

    Post to my mail and if enuff folks ($) are interested we might try making a run. I'd rather this not be community chatter on this board, BTW. Just remember that although this would be fun it could also be very expensive. But whatever the case it will be long term. Start looking at five years anticipating ten. It could happen or it could all turn to ash.

     

    Now if I can just find an attorney. . . . .
    1 Nov 2013, 10:19 AM Reply Like
  • Ranma
    , contributor
    Comments (1500) | Send Message
     
    I'd be interested in investing in ePower.
    1 Nov 2013, 10:24 AM Reply Like
  • geopark
    , contributor
    Comments (270) | Send Message
     
    >VW . . yes, count me in. geopark
    1 Nov 2013, 11:03 AM Reply Like
  • Retired Aviator
    , contributor
    Comments (1534) | Send Message
     
    ePower is seeking equity investors? I didn't know that. I may be game.
    1 Nov 2013, 11:09 AM Reply Like
  • 23808
    , contributor
    Comments (60) | Send Message
     
    vw
    Count me in.
    23808
    1 Nov 2013, 12:08 PM Reply Like
  • tahoe1780
    , contributor
    Comments (97) | Send Message
     
    I'm interested too.
    1 Nov 2013, 01:24 PM Reply Like
  • froggey77
    , contributor
    Comments (2768) | Send Message
     
    Put it on here, depending on timing i might take a nibble.
    1 Nov 2013, 02:37 PM Reply Like
  • obieephyhm
    , contributor
    Comments (1569) | Send Message
     
    hell, yes . . .
    1 Nov 2013, 03:16 PM Reply Like
  • Valleywood
    , contributor
    Comments (668) | Send Message
     
    can't put it here. potential conflicts. nibbles are in 10K bites.
    1 Nov 2013, 05:49 PM Reply Like
  • dlmca
    , contributor
    Comments (338) | Send Message
     
    We may be putting JP in an awkward spot

     

    We are already invested in EPower - but certainly Valley I too would be interested
    1 Nov 2013, 10:46 AM Reply Like
  • Valleywood
    , contributor
    Comments (668) | Send Message
     
    dlmca,

     

    There are very few things that give me a long slow smile. JP awkward spot placement just might qualify. :>)
    1 Nov 2013, 10:52 AM Reply Like
  • Ishikawa
    , contributor
    Comments (181) | Send Message
     
    COUNT ME IN, VW.
    1 Nov 2013, 11:20 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    VW: What gives me a smile is everybody ignoring the PM request.

     

    HardToLove
    1 Nov 2013, 04:30 PM Reply Like
  • Valleywood
    , contributor
    Comments (668) | Send Message
     
    Is that kewel, or what?

     

    Will soon be moving everything from here and ignoring public interest.

     

    Point of interest: Do you do servers? You sponsor? Might be fun, or too much work. :>)
    1 Nov 2013, 05:48 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    VW: None of the above. When I exited the professional side, I became just another TDU (Typical Dumb User) for the most part. Don't even try to keep up with stuff - rather run what I know because now everything is just a tool for me instead of a toy.

     

    HardToLove
    2 Nov 2013, 01:39 PM Reply Like
  • SMaturin
    , contributor
    Comments (2218) | Send Message
     
    I wonder what SWMBO would say about who is just a tool and who is just a toy....
    2 Nov 2013, 06:33 PM Reply Like
  • dlmca
    , contributor
    Comments (338) | Send Message
     
    On JP's early mornings

     

    I too used to get up very early and go to work

     

    I sent a lawyer an email at 4:15AM one day. We played golf that afternoon. The lawyer suggested the time of that email must of been a mistake. No another member of the group immediately quipped - "its no big deal - he goes to bed at 4 in the afternoon"

     

    Anyway JP we enjoy and appreciate all your valued contributions
    1 Nov 2013, 10:49 AM Reply Like
  • RyanfBell
    , contributor
    Comments (68) | Send Message
     
    Count me in on epower as well, what would be the minimum to make another great investment choice.
    1 Nov 2013, 01:57 PM Reply Like
  • Valleywood
    , contributor
    Comments (668) | Send Message
     
    10K is the minimum at this point.

     

    Send inquiry to my SAmail.
    1 Nov 2013, 05:46 PM Reply Like
  • greentongue
    , contributor
    Comments (766) | Send Message
     
    If we have extra money for ePower investment, we may want to consider that these are the last few day of getting AXPW at a dirt cheap price.
    By the time ePower makes an offering, we can sell some AXPW shares and use the profit to buy in.

     

    If we are wrong about AXPW, then ePower won't work either since they require the Axion battery. Either the battery does what it claims or it doesn't. You can't have it both ways.
    1 Nov 2013, 02:16 PM Reply Like
  • Alphameister
    , contributor
    Comments (1428) | Send Message
     
    Good point, greentongue. If ePower were to go public, they would have to cite, as a major risk factor, their total dependence on one small batttery producer (which will likely require additional financing) for the success of their business.
    1 Nov 2013, 03:33 PM Reply Like
  • Articula
    , contributor
    Comments (245) | Send Message
     
    Not that our pool is official - but I'm pegging Monday November 4th as our sales announcement. It makes too much sense in my mind not too.

     

    Companies are figuring out budgets or trying to spend additional CAPEX at this point and should have alot of clarity by now. It's a Monday so we have all week to trade on the news. Monday is the day! (I hope :)
    1 Nov 2013, 03:22 PM Reply Like
  • RBrun357
    , contributor
    Comments (781) | Send Message
     
    Art,

     

    I called the 5th as the day a few weeks ago but I would be really happy if you win and the 4th ends up being the day!
    1 Nov 2013, 09:52 PM Reply Like
  • Masi
    , contributor
    Comments (435) | Send Message
     
    Last week I also picked Nov 4th. I ruled out Oct because it has been one of the most volatile to the down side months. Why post news only to lose the pps gains because of a mini market crash.
    2 Nov 2013, 12:03 AM Reply Like
  • f-kru
    , contributor
    Comments (259) | Send Message
     
    TG promised to talk about significant orders on the next conference call. Maybe he'll just do that - talk about it on the conference call.
    Only 2 weeks to go, we'll see.
    1 Nov 2013, 05:46 PM Reply Like
  • nogoodslacker
    , contributor
    Comments (922) | Send Message
     
    f-kru, TG specifically said that there would be significant sales "before" the next conference call.
    4 Nov 2013, 09:31 AM Reply Like
  • KentG
    , contributor
    Comments (368) | Send Message
     
    ngs, What TG said at the end of the last earnings call was "we will have significant orders to talk about on the next earnings call"
    4 Nov 2013, 09:44 AM Reply Like
  • nogoodslacker
    , contributor
    Comments (922) | Send Message
     
    There was an interesting puff piece on Maxwell supercapacitors on NPR this morning. It sounds like use of graphene in storage devices is further along than I had thought.

     

    http://bit.ly/HF8uHh
    4 Nov 2013, 09:59 AM Reply Like
  • John Petersen
    , contributor
    Comments (29816) | Send Message
     
    "Although graphene can be derived from pencil lead, the material is actually very expensive. Some U.S. vendors sell a layer of graphene on copper foil for roughly $60 per square inch. Many companies insist graphene needs to cost around $1 per square inch to be used for tech applications like transistors, and less than 10 cents an inch to be applied to touch-screen displays."

     

    http://bit.ly/1hdx8iR

     

    Top quality carbons for supercapacitors cost $7,500 to $15,000 per metric ton. While graphene is way cool it is decades away from being cheap enough for use in energy storage.
    4 Nov 2013, 10:24 AM Reply Like
  • nogoodslacker
    , contributor
    Comments (922) | Send Message
     
    Apparently, according to the news story, UCLA has developed a way to print it onto a surface and is using basically an inkjet printer
    4 Nov 2013, 10:39 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    NGS: We had a prior article also where they printed onto DVD surface using a typical Lightscribe(?) DVD burner.

     

    IIRC.

     

    HardToLove
    4 Nov 2013, 11:10 AM Reply Like
  • DRich
    , contributor
    Comments (4456) | Send Message
     
    >nogoodslacker .... Right on. There is a company already advertising "graphene" ink.

     

    http://bit.ly/1czPGbb

     

    Just one small, ity-bity problem. This is not graphene. This is conductive carbon. Oh, it has graphene in it, but so does anything made with carbon. Axion's electrodes contain graphene as well as carbon nanotubes but it is not a product of either. Understand what graphene actually is before believing the PR.

     

    Today there are just 2 methods of making graphene. One is Physical Vapor Deposition, which is the largest production process in use. It is still not stable at scale but is quite useful in semiconductor labs. In a few more years it could be cheap enough for satellite & military use. The other is roller-to-roller exfoliation. There is a company in Houston, Tx that will sell you 1 sq cm for, I believe I remember this correctly, $2800 USD. The only other source I know of is a Japanese company that uses continuous rolls of Cu foil. This process can be bought for something like $60k USD per square meter. Their problem seems to be not being able to produce a continuous meter of it.
    4 Nov 2013, 11:32 AM Reply Like
  • danpm4life
    , contributor
    Comments (88) | Send Message
     
    "While graphene is way cool it is decades away from being cheap enough for use in energy storage."

     

    How about graphene being used to develop a proprietary BIN, like vehicle VIN’s, that can be affixed to each battery & used to track & report PbC’s produced by Axion & authorized Axion suppliers? Just guessing, but one could probably get more than 100 digitalized #’s out of each square inch. Perhaps one of the engineering posters could provide better than a guess. Plus, Axion would get some experience working with the material until costs come down enough to be used more fully in energy storage. JP, did you get an update on BIN’s with your latest factory visit?
    5 Nov 2013, 01:32 AM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    Ahhh FERC. Just as I read in one of the European articles some time ago. The Americans regulate everything to death.

     

    What Energy Storage CEOs Are Thinking

     

    " 4.) Direct regulatory and policy intervention is workable at the state level. CEOs are active in their home states, but avoid federal efforts due to high cost and low return. The cost of regulatory intervention at the federal legislative and FERC levels is seen as highly prohibitive. CEOs are avoiding direct engagement at those levels, and most want their industry associations to pick up the burden of FERC-level regulatory intervention. In contrast, most CEOs said they are deeply and actively engaged in efforts to influence policy and regulations in their home states because it is impactful in the short term."

     

    http://bit.ly/19muWzD
    2 Nov 2013, 09:30 AM Reply Like
  • D Lane
    , contributor
    Comments (1264) | Send Message
     
    Great article ii!

     

    Can definitely feel how reality has smacked lithium-ion enthusiasts. For example:

     

    only A MINORITY OF CEOS themselves
    "believe that Li-ion batteries may even hold the potential to claim a significant fraction of the stationary energy storage business."

     

    That is way lower expectations compared to the recent past.

     

    Overall, the points made are bullish for a low cost POWER battery.
    2 Nov 2013, 10:03 AM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    D Lane, Yes I saw that little tid bit. I'd already come to that conclusion. One has to scratch ones head watching the various governments continuing to push on the lithium ion rope. Wait about 4 years when the stuff starts losing capacity prematurely. Oops, never mind, we can't wait that long.

     

    Get sick of watching government sponsored entities pushing BS and destroying real businesses while they try to pass the fantasy pipe around to keep everyone stoned. I guess that's what happens when you have too many people spending other people money with no accountability.

     

    BTW, Unkind of me to blame just government. Watched it happen in industry as well. Really embarrassing to witness up close.
    2 Nov 2013, 10:27 AM Reply Like
  • Amouna
    , contributor
    Comments (1499) | Send Message
     
    Guess it's better late than never ! Lithium ion fan boys are finally waking up from the dream and taking out the rose colored glasses :)
    2 Nov 2013, 11:44 AM Reply Like
  • Poul Brandt
    , contributor
    Comments (275) | Send Message
     
    I loved this comment:

     

    "10.) The probability of disruptive technologies is high. Most CEOs believe the probability is quite high that one or more disruptive energy storage technology will be brought to market within the next few years, five years at most. The arrival of disruptive technologies is generally welcomed because they will expand markets for storage and strengthen the industry."

     

    If I were a CEO I would be more worried.
    2 Nov 2013, 11:55 AM Reply Like
  • D-inv
    , contributor
    Comments (4015) | Send Message
     
    "BTW, Unkind of me to blame just government. Watched it happen in industry as well. Really embarrassing to witness up close. "

     

    :-) Yep. Such observations plus VERY generous executive suite compensation granted by boards insulated from shareholder initiatives makes one take a grain of salt with many assertions of private sector efficiency.
    2 Nov 2013, 12:16 PM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    Poul, Depends on the position of the viewer. The Utility CEO might be thinking he should just wait as heaven is just ahead. Hasn't happened yet while he's been in the industry for years but now it's coming. For the suppliers this can be fatal if they are already scaled. Well, unless they have a technology that is quickly scalable into current capacity that does other things ;-P

     

    BTW, Not all CEO's are you. We often read about CEO's that only have one concern and it can be viewed with a mirror.
    2 Nov 2013, 12:23 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    3.) Power versus energy applications still dominate. Most companies are focusing on power applications versus multi-hour energy time-shifting. CEOs tend to believe that for right now, the highest value of energy storage is in its power capacity and locational value, not in the ability to shift large amounts of energy through time. This is expected to change as storage costs drop. Flow batteries about to hit the market are helping to shift industry thinking about the changing economics of energy versus power applications.

     

    Thassa positive, in contrast to ...

     

    2.) The future of Li-ion batteries is still bright. Most CEOs believe that Li-ion batteries will not be quickly obsoleted, as some experts have predicted. Li-ion technology is driven ... In theory, the resulting combined demand for Li-ion batteries should exert a powerful influence in lowering the cost of Li-ion batteries. As noted by one executive, improvements in the cycle life of Li-ion have been significant in recent years. Given all these factors, most CEOs believe that Li-ion will become increasingly cost-competitive and some (the minority) believe that Li-ion batteries may even hold the potential to claim a significant fraction of the stationary energy storage business.

     

    HardToLove
    2 Nov 2013, 02:08 PM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    Well, when I look at the historic prices of the input materials that go into lithium ion batteries it's pretty darn hard to see where they are getting their trending information from if in fact most of the cost of a battery is in the materials.

     

    And if they have to process them more as they squeeze more out of each unit mass that's not going to help.

     

    Perhaps these industry execs are watching the price of their aluminum/copper conductors free fall? Yeah sure.

     

    http://on.doi.gov/16vEaZk
    2 Nov 2013, 03:33 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    Iindelco: I also think those folks expecting a drop are overly optimistic. As JP has pointed out, the Li-ion chemistries and technologies are mostly mature, being developed for over a decade. ISTM that the various improvement vehicles he mentioned in his article about cost reductions have already have already been used up.

     

    Their gains, generally, must be in the area of diminishing returns on investment territory by now.

     

    MHO,
    HardToLove
    2 Nov 2013, 03:59 PM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    Agreed but with one caveat. Someone posted an article on a recent announcement from an organization in the US that is claiming a significant departure from how lithium ion batteries are constructed yielding both huge improvements in processing costs and performance from the materials based on the design. Tons of people are working within the limitations of the current mature designs hunting for improvements in cathode/anode materials, separators, electrolytes etc. Their approach was significantly different and MIGHT yield the types of disruptive performance improvement that changes things in a bigger way. Maybe we see something in ten years?

     

    I will however also point out one thing that we all should recognize. If a company, like the one mentioned above, succeeds in bringing their future world stuff to market the autos and the utilities will not be their focus. These entities cannot compete with the electronics market for profit margins. No private concern is going to deliver taters to the soup kitchen before the more affluent markets are spud drunk.
    2 Nov 2013, 04:40 PM Reply Like
  • WayneinOregon
    , contributor
    Comments (871) | Send Message
     
    Excellent SA article for any China watchers:

     

    Observations From My Trip To China (by Whitney Tilslon)

     

    http://seekingalpha.co...
    2 Nov 2013, 10:53 AM Reply Like
  • dlmca
    , contributor
    Comments (338) | Send Message
     
    Thanks Wayne

     

    Just reading Lee Kuan Yew book "One man's View of the World"

     

    Father of Singapore

     

    Anyone interested in China would enjoy any of Lee Kuan Yew's books

     

    Quite a man
    2 Nov 2013, 04:41 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    11/01/2013: EOD stuff partially copied from NEW blog (up already).
    # Trds: 101, MinTrSz: 254, MaxTrSz: 75000, Vol: 1124204, AvTrSz: 11131
    Min. Pr: 0.1200, Max Pr: 0.1298, VW Avg. Tr. Pr: 0.1249
    # Buys, Shares: 23 223600, VW Avg Buy Pr: 0.1229
    # Sells, Shares: 77 872854, VW Avg Sell Pr: 0.1255
    # Unkn, Shares: 1 27750, VW Avg Unk. Pr: 0.1210
    Buy:Sell 1:3.90 (19.9% "buys"), DlyShts 65000 (5.78%), Dly Sht % of 'sells' 7.45%

     

    The PIPErs got a couple of gifts today.

     

    At 10:42 the bid side included $0.1269x403K from CDEL (most hidden until 14:46) and $0.12 with 130K, 68K, 35K, 59K and 5K(2) from ATDF, CDEL, CSTI, ETRF, PERT and STXG. There's another gift for them under the tree: apparent GTC bids of $0.11x50Kx421K from BNCH and CANT. The $0.12 bid got augmented with another 10K when that bid percolated to the top (well, really was dug out of the cellar, as you will see shortly).

     

    To shorten my normally longer commentary about this sort of stuff, I'll just post a few factoids and a few comments.

     

    Through 13:24, buy percentage was 5.07%, meaning the hitting of the bids accounted for 94.93% of the volume (including “unknown”, which I believe were likely “sells”). Volume traded was 720,600, 64.10% of the day's trade volume. VWAP was $0.1269, +3.82% over yesterday's VWAP of $0.1222. Assuming the PIPErs paid $0.1018 for the shares they dumped today, they scarfed a nice 24.63% profit on these shares.

     

    The buy:sell tells us the PIPErs aren't ones to look a gift horse in the mouth. It's more clearly seen in the intra-day trade breakdowns.

     

    That's how they “dug out of the cellar” the $0.12 bids. Fortunately, ...

     

    Continued in the NEW shortened (for faster load and scrolling) blog found here.

     

    http://seekingalpha.co...

     

    HardToLove
    2 Nov 2013, 06:08 PM Reply Like
  • Retired Aviator
    , contributor
    Comments (1534) | Send Message
     
    HTL,

     

    Thanks for your work. I think this price action we're seeing is actually long term bullish. Even though it is 95% "sells" (hitting the bids), the fact that that bids are holding the price up under the heavy selling suggests a LOT of new buying interest has come into the market, really over these last few months.

     

    So longer term, what happens when the Pipers run out of ammo which eventually they must? Then all the weak hands have sold and only strong hands remain. Add some good news, which is inevitable for the PbC, and I think the market cap moves up in leaps.
    4 Nov 2013, 10:45 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    R.A.: Agreed on a longer-term projection. For now I'm focused only on short-term so I can deploy my additional powder for maximum effect.

     

    I'm sick and tired of watching my position sink ever lower and doing nothing.

     

    So, I've prepared to take advantage of the opportunity the PIPErs offer. My deployment will come when I feel strongly I can watch it go up for a while, instead of down.

     

    And if it doesn't, I'll treat those new shares like trading blocks and dump them immediately.

     

    For now, I watch and wait.

     

    HardToLove
    4 Nov 2013, 11:14 AM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    I do wonder how much of the stock is being bought or traded based on the level of penny stock news letter mentions of late. I also wonder if this is driven by the street entity that managed the offering for Axion in an effort to support their clients. Probably doesn't cost much more than liquid lunches to motivate the authors. This one was actually the best one I've seen as it appears they did some DD to write the article.

     

    http://bit.ly/1dHYlFr
    4 Nov 2013, 11:26 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    Iindelco: I'm surprised he didn't mention the PIPE deal though - that's a huge overhang.

     

    HardToLove
    4 Nov 2013, 12:38 PM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    HTL, Yes, Probably the most important fact that should be in the article. Unless your motivation is to cause short term stimulus to the upside.
    4 Nov 2013, 12:56 PM Reply Like
  • froggey77
    , contributor
    Comments (2768) | Send Message
     
    Navigent Research has released a graph.
    Plug-In Vehicle Sales Penetration by 2022: Top 25 State
    http://bit.ly/Hz0zfN

     

    A survey
    "WAYNE, N.J. (Oct. 8, 2013) — More than half of Americans (56 percent) surveyed in Hankook Tire America Corp.'s Fall Gauge Index said they believe in the next 20 years all cars will be electric or hybrid, driving on airless tires."
    A bunch more responses are in the article.
    http://bit.ly/Hz0zw1

     

    Report: Impact of Electric Vehicle Charging on Electric Grid Operations Could Be More Benign than Feared
    http://bit.ly/Hz0zw3

     

    Consultant Absurdly Claims Electric Vehicles Will Be a “Teeny Microniche for the Foreseeable Future”
    Insideevs author is outraged. :-0
    2 Nov 2013, 09:22 PM Reply Like
  • metroneanderthal
    , contributor
    Comments (1500) | Send Message
     
    http://bit.ly/16y45zz

     

    Title in link says all. Don't think this was linked before. Wish Tesla good luck, but it is news with regard to possible safety of li-on vs. PbC in some applications.
    3 Nov 2013, 02:45 PM Reply Like
  • metroneanderthal
    , contributor
    Comments (1500) | Send Message
     
    oops, forgot title doesn't show in link. Tesla fire in Mexico.
    3 Nov 2013, 03:17 PM Reply Like
  • magounsq
    , contributor
    Comments (979) | Send Message
     
    Not AXPW/battery focused, but the math is relevant.

     

    Truckers Tap Into Gas Boom
    Operators of U.S. Truck Fleets Are Accelerating a Shift to Natural Gas Fueled Vehicles
    http://on.wsj.com/18QJbIX

     

    "The average heavy truck consumes as much fuel as 40 sedans in a year. Such vehicles make up just 1% of the U.S. vehicle fleet, but consume 20% of the fuel, according to Jim Arthurs, the president of Cummins CMI +1.44% Westport, a joint-venture of engine makers Cummins Inc. and Westport Innovations Inc. WPT.T -1.02% Diesel-engine trucks get between 5 miles a gallon and 7 mpg and average 100,000 miles a year."
    3 Nov 2013, 04:39 PM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    Torotrak plc : Torotrak Chief Executive warns that electric vehicles are not the “magic bullet” for CO2 reduction

     

    http://bit.ly/1iFDHpR
    3 Nov 2013, 04:48 PM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    Jeez John, I don't remember this being brought up in the risk section of the filings. Can we convert back to Russian soft wood activated carbon?

     

    It amazes me that we have all these government officials and greenie do gooders running around the world and they missed something as easy to see as this. Just goes to show you that you surely don't always get what you're paying for. No surprise.

     

    Coconut Crisis Looms as Postwar Palm Trees Age: Southeast Asia

     

    http://bloom.bg/18474gH
    3 Nov 2013, 11:16 PM Reply Like
  • John Petersen
    , contributor
    Comments (29816) | Send Message
     
    Responsible stewardship of the good never gets as many headlines as irresponsible dedication to the flakey.
    4 Nov 2013, 05:47 AM Reply Like
  • D Lane
    , contributor
    Comments (1264) | Send Message
     
    "One particular area of focus for the military market is the development of microgrids in tandem with vehicle-to-grid (V2G)-enabled PEVs"

     

    http://bit.ly/1hdkekN
    4 Nov 2013, 08:42 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    I'll tell ya' D. Lane - if I was in the field I'd sure want range-extended.

     

    'Course they say "... for non-tactical purposes".

     

    HardToLove
    4 Nov 2013, 09:23 AM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    The DOD and environmental benefits. LOL. Is that like humane torture?

     

    "Aiming to capture the economic, environmental, and strategic benefits..."
    4 Nov 2013, 10:17 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    Iindelco: If we could get our intelligence services on-board ...

     

    "Water boarding" would require re-cycled water.

     

    Electric shock would be done only with green electrons, preferably from a roof-top solar PV array (detainees pray for a lot of cloudy days).

     

    More?

     

    HardToLove
    4 Nov 2013, 10:26 AM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    HTL, Exactly!

     

    Trying to make one of the most wasteful, useless human motivations that is utilized on not rare enough occasions appear green is just silly. They should just leave it at making a "necessary evil" more effective and hopefully less costly in the future. Then we can buy even more stuff to control one another.
    4 Nov 2013, 10:39 AM Reply Like
  • metroneanderthal
    , contributor
    Comments (1500) | Send Message
     
    HTL,
    and the "board" would be from a sustainable forest.
    4 Nov 2013, 10:45 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    metro: assuming lots of human waste results from the torture methods, we could capture it in waste ponds and use the methane bio-gas to run an MT to generate electricity for living quarters.

     

    Might have to find a lot more detainees though ...

     

    HardToLove
    4 Nov 2013, 11:28 AM Reply Like
  • Patrick Young
    , contributor
    Comments (1026) | Send Message
     
    Another calendar-specific energy storage regulatory change taking effect this month:
    "One of the important changes, passed by the Federal Energy Regulatory Commission in July and taking effect in a couple of weeks, is known as Order 784. The rule basically permits enterprises other than large utilities to sell “ancillary services” — power sources that can be tapped quickly when needed to meet a rapidly-changing supply or demand situation.

     

    Although conventional coal- and gas-fired plants can supply the power for these situations, they generally don’t do so as quickly or efficiently. Although storage is typically a more expensive option than peaker plants, one of the changes embodied in the new FERC order requires that buyers take into account which seller of ancillary power would be the fastest and most precise."
    ...
    "Spease said his compressed-air facilities will be able to go “from zero to 100 percent power in three minutes. No one can compete with that.

     

    Except possibly Shelton. He claims that his 40-megawatt lithium-ion battery installation in Ohio, which feeds into the PJM Interconnection, can produce 10 megawatts instantaneously. He estimates that most gas-fired plants need a full 60 seconds to generate that much, and coal plants even longer."
    from http://bit.ly/HFbvHE
    4 Nov 2013, 10:22 AM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    JRC study finds 8 metals for low-carbon energy technologies at risk of shortages; EVs, wind and solar, and lighting the applications of most concern

     

    http://bit.ly/1hdHSxC
    4 Nov 2013, 11:33 AM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2544) | Send Message
     
    "Over that period the Company has attracted many true believers who rode the stock into oblivion losing the lion’s share of their investments. So it goes when one invests in any company that's still losing money and selling stock for survival and expansion capital."

     

    Ouch, the truth hurts.
    4 Nov 2013, 12:23 PM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    Stefan, No way to dress that up and make it "purdy".

     

    And the count down to a significant sale announcement grinds down. Not looking good for me and a couple others that chose today as the big day. :(
    4 Nov 2013, 12:36 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2544) | Send Message
     
    wait ii, hold the presses ... there was a significant filing today. It even had to do with a sale. A sale of more stock to pay the PIPErs.

     

    http://tinyurl.com/oyy...
    4 Nov 2013, 12:39 PM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    Stefan, Errr, Uggh! Not exactly the news I was looking to hit with my tools consisting of a blindfold and dart.

     

    So much for our hopes of news early on in the PIPEr pay process to temper the effects of a horrid deal. Nothing like a good naked roll in the stinging nettle patch. I was hopping for hay! Selfish I know.

     

    Oh well. At least we can look forward to ongoing talks about the mythical Great Pumpkin and Green Weenie. Another year, another rock. I did note the rock seems shinier this year though so that's progress right?
    4 Nov 2013, 01:12 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    Stefan: Isn't this just the follow up to what we knew? IIRC, a prior filing estimated ~67MM shares (to estimate filing fees) and this one says ~65MM - so we've improved?

     

    HardToLove
    4 Nov 2013, 01:18 PM Reply Like
  • Patrick Young
    , contributor
    Comments (1026) | Send Message
     
    I think it is safe to assume that it's no longer a question of IF but WHEN, the deal with BMW is finalized.
    4 Nov 2013, 02:10 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2544) | Send Message
     
    P.Y. - and what is your basis to make this statement?

     

    "I think it is safe to assume that it's no longer a question of IF but WHEN, the deal with BMW is finalized."

     

    Not sure how long you have been around, but as I understand it, we have not heard anything publicly from BMW in years. N.S. on the other hand has given Axion a couple head nods.
    4 Nov 2013, 03:24 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2544) | Send Message
     
    HTL - yes, it is a follow up ... but it was one of the first things in my inbox this morning. Not a sale of anything but more stock. [end snark].
    4 Nov 2013, 03:26 PM Reply Like
  • PhishDBob
    , contributor
    Comments (20) | Send Message
     
    Sorry I can't share the entire article, this is from a meeting on island the end of August, and I think the first 3 paragraphs are very interesting in regards to the PC from Axion. This was sent to me by our solar installer when I was talking to him last week about our installation and how we needed to look into a smart grid for the island. Hopefully this will be one of the sales TG has coming to discuss at the CC.

     

    Created on Monday, 03 September 2012 08:40
    Written by Jaime Elliott
    St. John Tradewinds

     

    With its single electrical distribution grid, St. John is an ideal location for large-scale solar energy generation, officials from the V.I. Energy Office, V.I. Water and Power Authority and a national non-profit told about 40 people at a Thursday night, August 30, meeting.

     

    Clean Local Energy Accessible Now (Clean) Coalition is a non-profit organization dedicated to implementing renewable energy. The group, which has implemented five renewable energy projects across the U.S., has an ambitious plan to implement a photovoltaic system which would account for 25 percent of the energy generated on St. John and be operational by the end of 2013.

     

    The program is projected to cost around $45 million and would implement tied in photovoltaic systems across the island along with battery storage with a goal of creating 25 percent of the energy generated on St. John from solar.
    VIEO officials plan to apply for a competitive grant from the Department of Commerce to cover part of the cost of implementing the program, according to VIEO Director Karl Knight.

     

    http://goo.gl/v4rl7x

     

    This is another article that references the meeting reported on above.

     

    http://bit.ly/1dI5DJq

     

    This one might be easier to read.
    4 Nov 2013, 12:08 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    PhishDBob: Good info - let's hope Axion has been included in some consideration, either from their own efforts or knowledgeable folks there reaching out.

     

    Thanks for those links!

     

    HardToLove
    4 Nov 2013, 12:57 PM Reply Like
  • carlosgaviria
    , contributor
    Comments (794) | Send Message
     
    I share the following information:

     

    http://bit.ly/1czZH8b

     

    Saludos-Carlos
    4 Nov 2013, 01:01 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    Carlos: I found humor in that "... Global demand for Li-ion batteries is set to explode" could read "Globally, Li-ion batteries are set to explode" and *might* be factual in both understandings! :-))

     

    HardToLove
    4 Nov 2013, 01:23 PM Reply Like
  • Stilldazed
    , contributor
    Comments (2099) | Send Message
     
    Hi Carlos,
    An article from the same place about Ebikes. http://bit.ly/184NkJE

     

    Looks like they agree with JP. ;-)
    4 Nov 2013, 01:28 PM Reply Like
  • carlosgaviria
    , contributor
    Comments (794) | Send Message
     
    Hi H.T. Love!!

     

    Even I'm laughing with your note.

     

    Saludos-Carlos.
    4 Nov 2013, 03:07 PM Reply Like
  • tahoe1780
    , contributor
    Comments (97) | Send Message
     
    Fascinating video: http://bit.ly/17280BX
    4 Nov 2013, 01:41 PM Reply Like
  • footleg
    , contributor
    Comments (26) | Send Message
     
    Tahoe,
    Thank you for the video link, that was an incredibly thorough and largely irrefutable explication of peak oil, peak gas & peak coal and the complete lack of a suitable plan going forward.
    4 Nov 2013, 03:58 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2239) | Send Message
     
    Super interesting. After listening to this presentation I am buying Flotek (FTK} as a long stock. I will have to look at the chart to nail down timing but I am not going to noodle the chart to death. Thanks for the link.

     

    EDIT: FTK has a CC and earnings release on Nov 7. Due to Colorado floods earnings have been impacted. With luck the price will fall and present a buying opportunity when any pps decrease (if it happens) bottoms out.
    4 Nov 2013, 05:37 PM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    Tahoe, That was a great find. Thanks for sharing.

     

    Nothing like nicely presented data in graphs and charts to support what you see in many fragmented areas. Humanity sure has some challenges and having more hands will not help to solve the problem since it is the problem.
    4 Nov 2013, 06:02 PM Reply Like
  • DRich
    , contributor
    Comments (4456) | Send Message
     
    After listening to this video I really wonder why Axion is soooooo dead in the water in all interested markets. The 2020's are coming fast. Another thing that wasn't mentioned, but I guess could be lumped into nuclear, is why is there no interest at all in Thorium reactors. Still another not mentioned topic was geothermal. Is there a possibility there? So far the Market think NO!
    4 Nov 2013, 07:36 PM Reply Like
  • greentongue
    , contributor
    Comments (766) | Send Message
     
    T -13 and counting. Which direction will the coming explosion go?

     

    Either way, the pad is solid and more "launches" are looking for "windows".
    4 Nov 2013, 01:42 PM Reply Like
  • Amouna
    , contributor
    Comments (1499) | Send Message
     
    This time around, TG has really put himself in a corner with "prediction of significant sales orders" and he has no way to dodge the bullet. Time will tell whether he is worthy of our trust!
    4 Nov 2013, 02:09 PM Reply Like
  • Poul Brandt
    , contributor
    Comments (275) | Send Message
     
    Well, say what you will, but he has gained the company 3 months of pps above 0,10 USD. Even if he in the end will have to admit (again) that "...Things do not go as fast as we had hoped...."
    4 Nov 2013, 02:30 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    Amouna: If he misses it, I'm really not worried about. We carped, complained, castigated .... him for being unwilling to give solid estimates.

     

    I applaud him for doing so and figure that he had reason to believe.

     

    He'd still be on the hook for missing, but I'm glad he's at least willing to pass on a forecast based on what he knows and risk the consequences.

     

    The deal is, for me, he's gonna get there, he's apparently willing to give more solid guidance and I see that, in aggregate, as a good thing.

     

    Improved accuracy will come with more experience.

     

    Looking at lots of companies across many sectors, large, medium and small cap, they've all had misses even with the most experienced CEOs and staff in the world.

     

    MHO,
    HardToLove
    4 Nov 2013, 02:38 PM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    For me it's how a miss is handled. If it is addressed properly and it makes sense I'm OK with it. I've had enough hen pecks at the masquerade ball. I'd like something a little more revealing. Something TG is not good at IMO. And it isn't just due to NDA's although that's a good part of it.
    4 Nov 2013, 02:50 PM Reply Like
  • Amouna
    , contributor
    Comments (1499) | Send Message
     
    HTL,

     

    I wouldn't normally be so hard on him, but this time around he voluntarily came out and put himself on the line. Now, the question is whether he is succumbing to shareholder's wishes to have more transparency about the forward guidance, or he really believes that this time around he has a secure order in place.

     

    Either way, the next week or so promises to be very interesting, perhaps the most anticipated event in a long long time ;)
    4 Nov 2013, 02:51 PM Reply Like
  • geopark
    , contributor
    Comments (270) | Send Message
     
    >Amouna . . Thanks for opening this discussion.
    >PB $ HTL . . I agree with both of you, thanks for your good analysis
    >ii . . great additional point/analysis

     

    Thanks all . . geopark
    4 Nov 2013, 02:58 PM Reply Like
  • nogoodslacker
    , contributor
    Comments (922) | Send Message
     
    He really did put himself on the line. If there are no significant sales to discuss on the CC (which I take to mean big new sales on the order of $1M plus) and the stock price tanks, then I can envision lawyers jumping in. Kind of like what happened to ACPW when they told everyone to expect growth in China and it turned out they had no idea what they were doing in the Chinese market.
    4 Nov 2013, 03:12 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    Amouna: "whether he is succumbing to shareholder's wishes to have more transparency about the forward guidance, or he really believes that this time around he has a secure order in place"

     

    I vote for BOTH! :-))

     

    HardToLove
    4 Nov 2013, 03:14 PM Reply Like
  • RBrun357
    , contributor
    Comments (781) | Send Message
     
    Did you like how he handled the 300% revenue growth miss back a year or so?
    4 Nov 2013, 03:16 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    RBrun: Me? Of course not.

     

    HardToLove
    4 Nov 2013, 03:24 PM Reply Like
  • RBrun357
    , contributor
    Comments (781) | Send Message
     
    HTL,

     

    Sorry about that, I was meaning that for iidelco in response to his "For me it's how a miss is handled".
    4 Nov 2013, 04:06 PM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    RBrun, It was far from good BUT at least he addressed it. As I recall he eluded to getting a little ahead of himself and that it was recanted.
    4 Nov 2013, 04:28 PM Reply Like
  • LabTech
    , contributor
    Comments (1767) | Send Message
     
    nogoodslacker,
    I doubt the lawyers will get involved. Axion doesn't have enough money to make them worth suing. IMHO.
    4 Nov 2013, 05:29 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    Labtech: Maybe we could get them to sue the PIPErs! Thaey have enough! ;-))

     

    HardToLove
    4 Nov 2013, 05:41 PM Reply Like
  • AlbertinBermuda
    , contributor
    Comments (708) | Send Message
     
    I would love to have a look at the Travel vouchers filed by Vani since he came on board.

     

    Then there are the telephone logs.

     

    Sadly I don't have any friends, that I know of, at the NSA.

     

    Everyone at AXION have significant skin in the game and TG with his promise have put all of them on the firing line.

     

    We the shareholders, AXIONISTAS and others, are getting to the point where we really do need significant and good news.
    4 Nov 2013, 05:42 PM Reply Like
  • D-inv
    , contributor
    Comments (4015) | Send Message
     
    "If there are no significant sales to discuss on the CC (which I take to mean big new sales on the order of $1M plus)...."

     

    ngs ... A less nebulous achievement would qualify as significant with me such as 2 or more smaller signed contracts with unaffiliated buyers in large markets with growth potential. Two or more batch sales with cash in hand for finished commercial product (not prototype testing) and a signed contract for future scheduled deliveries would also qualify. Anything providing concrete evidence of an established firm having integrated the PbC into one or more of its products which it is now "fielding" for revenue generation or internal operations would qualify as significant in my view. Q3 revenues from PbC need not be large, just positive from commercial venues with plausible strong, steady growth outlook.
    4 Nov 2013, 07:24 PM Reply Like
  • siliconhillbilly
    , contributor
    Comments (2110) | Send Message
     
    It is really hard to give a realistic time estimate when you so badly want results SOON.

     

    TG has my sympathies on guesstimating when a customer will send in a purchase order.
    5 Nov 2013, 01:28 AM Reply Like
  • Stilldazed
    , contributor
    Comments (2099) | Send Message
     
    Duke Energy and Utility interoperability. http://bit.ly/1cA6j6D
    Hat tip to Chris Demuth Jr.
    4 Nov 2013, 02:21 PM Reply Like
  • raleigh731
    , contributor
    Comments (283) | Send Message
     
    I'm still of the opinion that T.G. meant what he said about orders when he said it. Now, the timing is what I believe is significant. He could have a million dollar order...in place or in the works, and it won't make any difference to me. Except for the fact that I have dry powder and wondering when to buy. Now, or after the cc. I'm thinking the safest thing is to buy soon. Possible downside, maybe back to .10. Or wait til after the cc....and have to buy in at .15 or above if he has significant "news". I'm looking for largest amount of shares! So the dilemma continues for me. Who knows, 999 could be blowin' a whistle by then!!
    4 Nov 2013, 03:27 PM Reply Like
  • Occam's_Razor
    , contributor
    Comments (1228) | Send Message
     
    40000 BID@.1250
    4 Nov 2013, 03:38 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    O.R.: You missed the big one - 180K bid $0.125 at ~15:35 by ATDf (140K) and CANT (55K).

     

    I'm pleasantly not surprised - ATDF has "flashed" some larger bids off and on the last couple days, but got quickly hidden by better ones.

     

    And CANT has had the 421K $0.11 for well over a week now - I guess someone finally had to break out.

     

    Today was unusual in that we had "late-day strength" in stead of the usual "late-day weakness".

     

    But the buy: sell barely came back to reasonable, 1:2.08 (33.2% "buys").. It was horrible earlier and I thought they might push us back to $0.11xx if ARCA behaved normally.

     

    We were saved by a late-day influx of "buys" and better bids. I knew something was different, but couldn't nail it down, when I saw 10 out of 12 trades, 14:20-14:47, go at $0.1230 (all buys), fairly evenly spaced and most at 7K. I thought someone was sneakily buying trying to avoid moving price.

     

    Didn't know if it would hold up because two trades smack in the middle were "sells" at $0.1225 for 11K total.

     

    We closed +10.63%!

     

    Maybe they did it just to shut me up! :-))

     

    HardToLove
    4 Nov 2013, 04:21 PM Reply Like
  • Masi
    , contributor
    Comments (435) | Send Message
     
    When I saw that pps movement I checked everywhere for news. There was none. I thought for sure today (11/5) there would be news because of the late day buying and that some insiders were buying because of it. My 11/4 prediction was a bust so now everyday forward is THE day.

     

    I guess people are just loading up in anticipation of TG's forecast. I bought 5000 @ .122 early in the morning for that very reason. Like many others here I have some more dry powder and am ready to pounce.
    5 Nov 2013, 12:34 PM Reply Like
  • Patrick Young
    , contributor
    Comments (1026) | Send Message
     
    HTL, I was the one who was buying the 7K blocks, precisely as you say to avoid getting whipsawed by the market-makers and PIPERs. I only bought as many shares as the size of the ask, which continued to update at 7K, until I got what I wanted. Then I did a final trade at 10k at 0.124 to get to a round number.

     

    If I had more powder, I would go to war with these guys everyday, but alas, I am not that big of a player. Really more of a guerrilla outfit.
    5 Nov 2013, 12:48 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    PY: Thanks for filling me in. You did it smart - hit the size and price in small quantities helps keep those folks that might try to manipulate honest ... for a few minutes longer.

     

    HardToLove
    5 Nov 2013, 01:26 PM Reply Like
  • Amouna
    , contributor
    Comments (1499) | Send Message
     
    Even a 2 million USD order of PowerCubes will be a bit disappointing for me guys to be honest. I always envisioned (?) TG to be the kind of secretive man who doesn't speak a word if he doesn't mean it fully, so call me an optimist, but I am aiming for something in the range of 5million +

     

    But maybe I drank the KoolAid too :)
    4 Nov 2013, 04:23 PM Reply Like
  • mrholty
    , contributor
    Comments (911) | Send Message
     
    I fully expect the first order to be small. Large orders/projects that fail are career killers. Small orders to test everything are more likely. What I am looking for is an order with a largish company (like porn - I'll know it when I see it) that will signal customer #1. In an attempt to try and find the Axion inside sticker before anyone else I've called a few of the larger projects that have components or 1st or 2nd degree relationships with AXPW. These customers in general have no idea of what they want, how to measure it etc. They want the moon, they want Lithium (as that is what they hear about) and generally are very uninformed. This ties to my experience when I looked into putting solar on top of our airplane hangers. Even the sales guys couldn't explain it well once you got in the details.

     

    Sale #1 will give experience to lead to sale #2 etc. What would be better is sale #1 for part of a larger island project so that orders #2-5 will happen.

     

    I am still hoping for some strange news that in April or someday we find out that BMW has been using AXPW batteries made in our own facility for the new 2 or X series. doubtful but that is my dream. My searches on loopnet have turned up nothing.
    4 Nov 2013, 04:53 PM Reply Like
  • mrholty
    , contributor
    Comments (911) | Send Message
     
    I'm going to post some articles here more for my own (some may be repeats).

     

    Asian, Hybrid, EV and Battery Report
    http://bit.ly/1aZkFda

     

    (anybody have $1800 lying around?) It appears that there is a section on Toyota's powertrain link up with BMW that has been mentioned before. A good reminder if we are still considering a large Asian OEM. Add in a section on Hyundai/Kia focus on lithium and we may be somewhere.

     

    Battery Manufacturing for Hybrid and Electric Vehicles: Policy Issues
    http://bit.ly/1aZkFdc
    (note it lists Axion's deal with Exide from what feels like a decade ago)

     

    Global EV Outlook
    http://bit.ly/1aZkFde
    4 Nov 2013, 05:08 PM Reply Like
  • Masi
    , contributor
    Comments (435) | Send Message
     
    Why $1800? I don't get the reference.
    5 Nov 2013, 12:45 PM Reply Like
  • Stilldazed
    , contributor
    Comments (2099) | Send Message
     
    Masi,
    The first article referenced was a pr article to get you to buy the complete report.
    5 Nov 2013, 12:52 PM Reply Like
  • Masi
    , contributor
    Comments (435) | Send Message
     
    Thx. I figured it was something like that but when I followed the link it said the offer was expired but there was no price. That's a bit steep, no?
    5 Nov 2013, 02:17 PM Reply Like
  • cstone
    , contributor
    Comments (22) | Send Message
     
    Gee...did I miss the new instablog...or press release? Price goes from 12.5 to 14+ in the last 15-20 mins of trading and only 3 or so posts? I feel like I'm missing a party. Maybe they're just messin' with me...again. As greentongue said: T-13. (OK, that's my semi-annual post!)
    4 Nov 2013, 05:09 PM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    Cstone, It smelled a little different Friday and today even before the nice min-move. I'm kinda hoping some little insiders that are periphery to joint activities in one of the companies Axion has been working with are getting greedy. Maybe the mail room clerk and the floor sweeper saw something.

     

    Honey, What happened to that box of dimes we rolled last year? Invested dear. 8-D
    4 Nov 2013, 05:39 PM Reply Like
  • dastar
    , contributor
    Comments (243) | Send Message
     
    I was wondering the same thing (and had the same thought as inndelco). Here's hoping......
    4 Nov 2013, 05:46 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2544) | Send Message
     
    Mr. Holty,

     

    Not having a couple visible high profile PC projects (for example the NY project that fell apart) over the last couple years hurts the ability to sell PbC into these markets IMO.

     

    Despite not having anything on the radar screen that we can find other than the PC at the Axion plant, the PC managed by Viridity and plugged into the PJM network was built in August 1, 2011. However, we did not hear about it until a week before the commissioning date of November 22, 2011 when Mayascribe went to the commissioning and reported back to this forum.

     

    http://tinyurl.com/pbn...

     

    So while I have grown tired of TG's inaccurate prognostications, it is definitely within his ability to put together something compelling underneath the radar.

     

    It would be nice to see an Axion white paper on the PC that breaks down the value streams that a PC could provide and send it to every Investor Owned Utility ("IOU") in the country, much like the other paper was sent to all the automakers. For example, it has been stated in similar sized applications the PbC only has to be half the size of a Li-ion application. That needs to be highlighted in a scientific manner with the support backing up this statement.
    4 Nov 2013, 05:15 PM Reply Like
  • bazooooka
    , contributor
    Comments (2533) | Send Message
     
    Nice flashback. I forgot about Maya's optimistic reports. He should come check back in sometime.
    4 Nov 2013, 06:56 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9655) | Send Message
     
    Bazooooka: Why not now? (April 4 was my last comment on the APC.)

     

    Only tripleblack slipped in something TG stated two CCs ago, and I guess it went by missed a few days back.

     

    Granville stated back then that Axion was working on a 4MW RFP. Since a half megawatt PowerCube costs $1M (pre the automated carbon sheeting line), we can infer that a possible $8M order is in the works. If Axion lands this contract with a 20% margin, that means $1.6 to the bottom line, or about 3 months of operating income.

     

    St. John's, or maybe the Cayman Islands are my favorites for such an Island Nation-type, 4MW purchase. But it could, if it does, happen anywhere.

     

    Let's all hope that on my birthday, November 15, we will receive some great news that will attract new investors who can help sop up the PIPErs' relentless selling.
    4 Nov 2013, 07:41 PM Reply Like
  • John Petersen
    , contributor
    Comments (29816) | Send Message
     
    I like my birthday better Maya because the 12th is a couple days before the call.

     

    FWIW, we've missed you man!
    4 Nov 2013, 08:11 PM Reply Like
  • jveal
    , contributor
    Comments (654) | Send Message
     
    Good to see you post on the Axion Concentrator again Maya. I've seen a few of your posts on other concentrators.
    4 Nov 2013, 08:16 PM Reply Like
  • bazooooka
    , contributor
    Comments (2533) | Send Message
     
    Great to see you back. Please stick around as your new post has already given me/us something to ponder. I do like 20% margins and increased runways. Heck that would get us some much needed breathing room after we're done getting smacked on the head.
    4 Nov 2013, 08:25 PM Reply Like
  • SMaturin
    , contributor
    Comments (2218) | Send Message
     
    Great reentry post, Maya!

     

    Good to have you again ferreting out those little gems of interpolation of publicly stated facts.

     

    I am thinking St. John's is a very real possibility for announcement soon, given the sleuthing of Axionista's.
    4 Nov 2013, 11:00 PM Reply Like
  • RuggedDC
    , contributor
    Comments (231) | Send Message
     
    Maya, I've frequently thought of you and am pleased to see you in our midst again.

     

    Taking off your blinders and looking around again because your book is completed?

     

    Was it your buying back in that took us to 14 cents today??!!~~
    5 Nov 2013, 01:23 AM Reply Like
  • nogoodslacker
    , contributor
    Comments (922) | Send Message
     
    It could mean a bit more than $1.6M to the bottom line in terms of operating cash. If I recall correctly, they were carrying something like $2M in inventory. To the extent that any sale reduces the inventory, it will have the effect of converting inventory to operating cash.
    5 Nov 2013, 09:36 AM Reply Like
  • dlmca
    , contributor
    Comments (338) | Send Message
     
    OTCMAGIC came out with below in report today

     

    apologies if someone else has already picked this up

     

    Perhaps what drove the price up?

     

    Much prefer dynamic news of substance myself

     

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

     

    AXPW has been trending up after hitting $0.10 all time low!

     

    Axion Power International, Inc. (OTC: AXPW) has been in a steady downward drift since exactly this time 4 years ago when it topped $2.75 per share. Currently trading just over a dime this one has lost 95% of its value over the past 4 years and is due for a major reversal one of these day soon.

     

    The turning point already came according to most and the low of $0.10 the stock saw on October 9 was the all-time low.

     

    Axion Power International, Inc. has developed and patented a next generation energy storage device (battery) that won the prestigious Frost & Sullivan Technology Award for North America in the field of lead-acid batteries. According to Frost & Sullivan, Axion's new PbC® batteries have "the potential to revitalize the lead-acid battery industry by breathing new life into an established technology that has not been well suited to the requirements of important new applications like hybrid electric vehicles and renewable power."

     

    AXPW is the industry leader in the field of lead carbon energy storage technologies. Axion believes its new PbC battery technology is the only class of advanced battery that can be assembled on existing lead-acid battery production lines throughout the world utilizing Axion's proprietary activated carbon electrodes. Axion's future goal, after filling their plant's lead-carbon battery production capacity, is to become the leading supplier of carbon electrode assemblies for the global lead-acid battery industry.

     

    Axion recently announced in a press release that it would be doing a joint presentation with Norfolk Southern (NSC) the afternoon at the 7th Annual ASME Rail Transportation Division Fall Technical Conference to update work on the NS 999 Electric Switcher – a hybrid locomotive powered by strings of Axion's PbC batteries.

     

    This shows yet again that a multi-billion dollar development partner has embraced Axion's PbC technology. Other examples include BMW, General Motors and many other first-tier automotive systems developers.

     

    In Fact Axion already has a long established relationship with BMW who has researched the Axion battery for years and has gone public years ago with Axion as a partner, and has asked Axion to develop secondary manufacturing capability with a tier 1 battery manufacturer.

     

    BMW Cars will be moving to 48 volts as cars are being increasingly electrified. When BMW moves to 48 volts it will likely be with Axion batteries. Axion has stated that BMW and Axion have meetings twice a month and this is an on-going project.

     

    On October 22 AXPW announce it will display its PbC battery in L-5 format, as well as some of the battery's negative electrode components, as part of a dual presentation with MultiLink, an Elyria OH-based privately-held engineering and product development manufacturer whose products include telecommunications network components. The companies continue to explore ways of working together to service the multibillion dollar communications industry.

     

    Conclusion: AXPW has been drifting downward over the past 4 years from $2.75 to a recent low of a dime. Over that period the Company has attracted many true believers who rode the stock into oblivion losing the lion’s share of their investments. So it goes when one invests in any company that's still losing money and selling stock for survival and expansion capital. From current levels and a $16 million market valuation AXPW certainly looks like it’s got plenty of upside potential. In any case short or long anyone can see that AXPW is at a very pivotal crossroads and the question remains; will AXPW retest the $0.10 low and fall through this time or is this in fact that reversal point that all have been waiting for.
    4 Nov 2013, 05:35 PM Reply Like
  • bazooooka
    , contributor
    Comments (2533) | Send Message
     
    Promo runs don't last too long but a nice selling/volume opportunity for those who want to get off the train I guess. TG still has a few weeks left before the real fireworks.

     

    http://bit.ly/1aZCx80
    4 Nov 2013, 06:53 PM Reply Like
  • greentongue
    , contributor
    Comments (766) | Send Message
     
    Why would someone want to get off the train now? If someone wanted out, the dime would have been the breaking point.
    From here it is "in for a dime, in for a dollar".
    4 Nov 2013, 07:29 PM Reply Like
  • bazooooka
    , contributor
    Comments (2533) | Send Message
     
    The fear that TG will not "come through" seems to be heightened; thus I imagine there's a few who don't want to roll the dice on another dip to a dime. Not to mention some people actually trade this stock for dinner money.
    4 Nov 2013, 07:36 PM Reply Like
  • D-inv
    , contributor
    Comments (4015) | Send Message
     
    Interesting that the article did not mention the PIPE.
    4 Nov 2013, 07:42 PM Reply Like
  • John Petersen
    , contributor
    Comments (29816) | Send Message
     
    I can't imagine that Axion has anything to do with the recent spate of articles on pay-per-view penny-stock sites.
    4 Nov 2013, 08:16 PM Reply Like
  • D-inv
    , contributor
    Comments (4015) | Send Message
     
    "I can't imagine that Axion has anything to do with the recent spate of articles on pay-per-view penny-stock sites. "

     

    And the PIPErs?
    4 Nov 2013, 08:28 PM Reply Like
  • John Petersen
    , contributor
    Comments (29816) | Send Message
     
    I have encountered situations in the past where clients learned that large stockholders paid for that kind of exposure. There is no way to know whether the PIPErs or their friends might be splashing out a little cash to improve their returns.
    4 Nov 2013, 09:04 PM Reply Like
  • froggey77
    , contributor
    Comments (2768) | Send Message
     
    Euro NCAP Crash Test Results for Plug-In Vehicles
    Also includes hybrids.

     

    http://bit.ly/1edz9JF

     

    If JP hasen't had this posted on his latest article he will soon
    Panasonic Drops Money Losing Divisions to Focus Almost Solely on Battery Cells for Tesla Motors
    http://bit.ly/1edzbBq

     

    Even a commenter calls it misleading.

     

    However:
    There is a good graphic posted by a commenter.
    It shows who supplies batteries for which cars.
    It may need a minor tweak (The author of the comment said he would update it.) but in general it's good.
    4 Nov 2013, 09:24 PM Reply Like
  • John Petersen
    , contributor
    Comments (29816) | Send Message
     
    Panasonic sold cells for ~10,000 Tesla vehicles in the last six months. If you assume 85 kWh per vehicle and $250 per kWh, that works out to $212.5 million dollars, or about ¥29 billion. Since Panasonic generated ¥ 3.7 trillion in revenue during that period, the mighty Tesla accounted for about 1/2 of 1% of Panasonic's revenue.

     

    Talk about a cropped tail trying to wag a mastiff.
    4 Nov 2013, 10:30 PM Reply Like
  • DRich
    , contributor
    Comments (4456) | Send Message
     
    >froggey77 ... I really doubt the veracity of this article. What it states for facts are true but I doubt the conclusion. For instance, the plasma TV R&D was shuttered in December 2012, which had been several years coming because of OLED, and I tend to think that lower sales along with rising LCD sales were the issue ... not as stated. The Japanese don't tend to be fools.
    4 Nov 2013, 10:12 PM Reply Like
  • AWOL ENGINEER
    , contributor
    Comments (33) | Send Message
     
    The original Plasma tv was invented in 1964 at the U of Illinois but was shelved when tubes and LCDs proved cheaper. Eventually they came out and were great and then got shelved again. As we strive for ever more pixels than we can possibly see I envision they will make a return when we get to the even better double HD coming soon!
    5 Nov 2013, 09:28 AM Reply Like
  • D-inv
    , contributor
    Comments (4015) | Send Message
     
    "As we strive for ever more pixels than we can possibly see I envision they" (plasma) "will make a return when we get to the even better double HD coming soon! "

     

    Is plasma higher resolution and or more energy efficient than OLED?
    5 Nov 2013, 09:40 AM Reply Like
  • thotdoc
    , contributor
    Comments (1493) | Send Message
     
    No, but the colors are closer to life and the field of vision is much wider.

     

    LED is to Plasma in terms of vision is as CDs are to LPs in terms of sound.
    5 Nov 2013, 09:52 AM Reply Like
  • froggey77
    , contributor
    Comments (2768) | Send Message
     
    DRich
    I did think the conclusion to the article was rather silly. I do expect someone will tell JP he is wrong based on this "Proof".

     

    However I did think the graphic was pretty good and thought others might like to see it.

     

    So despite the article it's self, I decided to link to it.
    5 Nov 2013, 03:50 PM Reply Like
  • WayneinOregon
    , contributor
    Comments (871) | Send Message
     
    So... we know an ePower truck will be much more economical to run, and from what I can gather, should be far easier to operate as well (not to mention how it should also be more fun to drive). I’ve been wondering if the ease of operation could make it a good candidate as a “self-navigating” vehicle. I believe a semi-official designation for this capability is “Autonomous Vehicle Navigation”.

     

    I’ve recently seen several references to these kinds of vehicles, and how they may be on the roadways in the relatively near future (perhaps as early as the next five years or so). — If trucks were to achieve this capability, then I would think ePower would be poised to profit handsomely, given that this kind of truck could likely rack up many more miles annually than one so restricted by driver constraints. — Perhaps making the economics of an ePower truck as much as 2-3 times more compelling? If so, could this expand the geography where an ePower truck could operate?
    5 Nov 2013, 12:25 AM Reply Like
  • froggey77
    , contributor
    Comments (2768) | Send Message
     
    WIO
    Autonomous Trucks (The long haul versions) will likely be some of the first vehicles of their type on the road.
    Fleets of this type set up stops near the highway. This makes getting on and off the highway as quick and simple as possible; with little 'normal' traffic. 99% highway driving.
    "Platooning" (Think of a convoy) where the first truck breaks the wind and communicates to the line behind when to hit the brakes etc. Also Has been in the works for years.
    5 Nov 2013, 04:04 PM Reply Like
  • raleigh731
    , contributor
    Comments (283) | Send Message
     
    JP et al,

     

    I'm just curious. I have some shipping stock and am wondering how an e-power style arrangement would work in ships. Apparently, during low rate periods, like we have been experiencing, ships run slower to save fuel. With a genset like e-power, except direct drive, I would think a ship could run at full cruising speed (or hull speed....I used to sail a lot) with no difference in fuel consumption, and that could be HUGE! Hey...it could be E-SHIPS!! symbol ESPW!!
    5 Nov 2013, 12:54 AM Reply Like
  • John Petersen
    , contributor
    Comments (29816) | Send Message
     
    ePower views anything beyond Class 8 trucking as a distraction because trucking accounts for 75% of transport sector fuel consumption while sea, air and rail share the other 25%.

     

    For them that want to do some digging, the Carbon War Room put out a wonderful report that discusses the problem and potential solutions in depth.

     

    http://bit.ly/1aBO9Qg
    5 Nov 2013, 06:17 AM Reply Like
  • greentongue
    , contributor
    Comments (766) | Send Message
     
    "Electric APUs cost $10,000-15,000, depending on the battery
    technology used. Lower-quality lead acid batteries will incur
    additional costs over time, as a lead-acid APU system battery
    only lasts 2-4 years, depending on annual usage levels, requiring
    4-8 batteries over the lifetime of the truck at a replacement
    cost of approximately $350 per battery. Lithium-ion battery
    systems are more expensive upfront but they last up to three
    times longer than lead acid batteries and, as they have a lighter
    weight, they make a smaller impact on fuel costs once installed
    (Baumann 2011). Over the lifetime of a truck, an electric APU
    can save as much as $56,000-61,000, with a payback period of
    approximately 18-24 months."

     

    I can see where Axion can flip the table on Lithium-ion in this usage. If the PbC cost less and last just as long, if not longer, then it is hands-down a better choice. (Not to mention fewer fires while you sleep.)
    5 Nov 2013, 08:05 AM Reply Like
  • froggey77
    , contributor
    Comments (2768) | Send Message
     
    Raleigh
    "E-Ships" only on short runs. Ferries etc.
    To much energy needed to do ocean crossings.

     

    Diesel-electric has been considered more of an expense and disadvantage until recently. That opinion is changing/changed.
    However
    Large ships are often one or a few builds each different. Each would cost a lot of time and effort for one.

     

    ePower is for hundreds of thousands, as are PCs.
    When this part of the business is established; I don't see any reason not to pursue this. (When we have the income and manpower to do so.)
    5 Nov 2013, 04:30 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2544) | Send Message
     
    I'll be content to see the first 10 to 20 units in fleet owners hands comfortably logging data.and performing at least as good or better than expected for a period of time.

     

    There is always next decade to move onto natural gas and ships. Maybe I should get the damp rag award, lol.
    5 Nov 2013, 01:25 AM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    EPA Shutting Down Last-standing U.S. Primary Lead Smelter

     

    http://bit.ly/1b3tkJL
    5 Nov 2013, 07:49 AM Reply Like
  • raleigh731
    , contributor
    Comments (283) | Send Message
     
    Disgusting. This has to affect the price of lead in batteries as it will lead to less supply. And, of course, we shift the production to China, along with the jobs, I'm sure that the smelter had EPA mandated scrubbers and filters in place from previous regulations that were changed, so the production will go to china where there are no scrubbers....world pollution goes up!
    5 Nov 2013, 08:40 AM Reply Like
  • Futurist
    , contributor
    Comments (2127) | Send Message
     
    I can see why the EPA is watching this industry closely
    http://bit.ly/1aC70uw
    5 Nov 2013, 08:54 AM Reply Like
  • AWOL ENGINEER
    , contributor
    Comments (33) | Send Message
     
    After doing a little digging I noticed that they are planning on turning the site into a new 450 acre industrial port that will bring them in Billions of dollars. In their own sustainability report they talk about closing the old, outdated and polluting smelter while keeping open their 'secondary' smelters for recycling. They admit it is dangers and injured a few people a few months back when an acid pipe burst as the plant is falling apart.

     

    They also claim to have invented a 99% clean ore smelter but didn't feel the 100mln investment would be best suited at this site (since the port will make more money). So they are looking for a new location that I am sure will give tax breaks and be far from anyones homes or schools.

     

    Definately a case of NIMBY unless I need a job!
    5 Nov 2013, 09:22 AM Reply Like
  • Futurist
    , contributor
    Comments (2127) | Send Message
     
    Here is a list of smelting operations from a year 2000 survey.
    The list is on page 3. It represents 86% of the Worlds lead smelting.
    Not one plant in China.

     

    Hope to find a current list and compare that to the present.

     

    http://bit.ly/HEbdBV
    5 Nov 2013, 09:06 AM Reply Like
  • Futurist
    , contributor
    Comments (2127) | Send Message
     
    Pages 6 and 7 graphically shows the production difference between Asia and the West since 2000 - 2010. Page 10 shows the smelting increase in China.

     

    http://bit.ly/HEbdBV

     

    I don't see this as the same issue as the mining of Rare Earth Metals but it is interesting that we have allowed Asia to do a lot of the dirty work when it comes to environmental problems. Just food for thought.
    5 Nov 2013, 09:15 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    11/04/2013: EOD stuff partially copied from blog (up alread).
    # Trds: 160, MinTrSz: 146, MaxTrSz: 55000, Vol: 1643903, AvTrSz: 10274
    Min. Pr: 0.1203, Max Pr: 0.1400, VW Avg. Tr. Pr: 0.1289
    # Buys, Shares: 56 551208, VW Avg Buy Pr: 0.1266
    # Sells, Shares: 104 1147695, VW Avg Sell Pr: 0.1239
    # Unkn, Shares: 0 0, VW Avg Unk. Pr: 0.0000
    Buy:Sell 1:2.08 (33.5% "buys"), DlyShts 342362 (20.83%), Dly Sht % of 'sells' 29.83%

     

    Skipped some stuff ...

     

    This makes two consecutive days with strengthening volume on an improved VWAP. And we topped right at a price resistance line I had in place which goes back to 6/26's low and touches several places, including the top of our sideways trading 8/23-9/10. The price range seems to be high $0.138x - $0.14. If we break above this and confirm, we might have some upside available. With improving volume, VWAP, buy percentages, daily short percentage and some traditional TA patterns, it looks possible.

     

    The rest of my chatter is available here http://seekingalpha.co...

     

    HardToLove
    5 Nov 2013, 09:23 AM Reply Like
  • raleigh731
    , contributor
    Comments (283) | Send Message
     
    HTL,

     

    Sooooo...do the PIPErs have their issuance?
    5 Nov 2013, 01:36 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    Raleigh: IIRC, they should have. But as JP pointed out, there's apparently some back room processing needed before they don't make shorts - maybe that's why the daily short volume jumped so much more than trade volume, on a percentage basis, yesterday. With the buy % also up to more normal levels, that suggests daily shorts up too.

     

    I expect higher short volume again today, and probably percentage too since buy: sell up to now has been reasonably balanced.

     

    If we get late-day weakness, the percentage should drop.

     

    The -3.7% down in pps, ATM, also suggests the usual gang are selling and ARCA has been in (and out and in and ...) all day long.

     

    HardToLove
    5 Nov 2013, 01:56 PM Reply Like
  • raleigh731
    , contributor
    Comments (283) | Send Message
     
    i believe that the EPA has done some very good things. Lake Erie caught on fire in the 50's or 60's, I believe.There is a river in North Carolina that was extremely polluted. And there are many more examples. But like beaurocracies, they have to expand their horizons, and that means looking for more and more targets. How dirty was the plant that was shut down (costing 300 jobs and reducing the availability of lead for American industry? How many coal miners are un-employed and receiving gov't assistance? However, the closing of coal fired plants that have already met previous EPA standards, is going to drive electricity rates up dramatically. I was born in a coal town in West Virginia. I remember the sweet smell of a valley of homes I lived in named "Coke Oven Holler" emitting coal smoke from their chimneys. The coal was being burned in a fireplace and a wood cook stove, or a pot belly stove. The smell is actually sweet, People didn't think of the pollution, but you could see it. Changing to electric furnaces (long after I moved out of the holler changed the valley. The sweet smell wasn't there....but neither was the smoky haze. So, I'm not opposed to the EPA's mandate. I am opposed to the heavy handed methods that they use. Soon, it will be determined by the bureaucrats that growing corn, and wheat and soybeans is an environmental hazard, and that will be prohibited, then, in the meantime, we can eat grass....until they come for that. Or maybe they'll finally develop solyent green:) I'm sure in your town, you see empty gas stations in prime commercial areas, and they remain shuttered, because (as I understand it), the EPA has determined that the ground around that site where the tanks ae located has to be removed, taken to a site that cleans that soil, and then brought back to the same and put back into the same ground. That is a very expensive solution that adds greatly to the price of the property, so the land goes unsold and the building remains empty. I don't believe it can be used as a gas station anymore! (through ranting!!) (:>)
    5 Nov 2013, 09:32 AM Reply Like
  • raleigh731
    , contributor
    Comments (283) | Send Message
     
    By the way, in that Smoke enveloped "holler", many of my ancestors lived up into their 90's with an occassional 100.
    5 Nov 2013, 09:35 AM Reply Like
  • D-inv
    , contributor
    Comments (4015) | Send Message
     
    Regulation has its place, but "too much of a good thing" is nightmarish.
    5 Nov 2013, 09:48 AM Reply Like
  • Futurist
    , contributor
    Comments (2127) | Send Message
     
    D-Inv,
    Its a shame no one has ever figured out the perfect balance.
    5 Nov 2013, 10:16 AM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    Futurist, Hard to do when you add a big dose of human emotion which often is accompanied by a lack of education concerning the topic and politicians that want to get elected. Most often trumps science in a big way.
    5 Nov 2013, 10:25 AM Reply Like
  • JohnM121
    , contributor
    Comments (366) | Send Message
     
    raleigh, They have solved 98% of the problem, but a government bureaucracy with all of its mini-empires is not about to turn over and say we accomplished our mission, so now we can re-evaluate the department charter. The last US lead smelter has said they will be closing. I have not seen anyone argue that smelting lead in another country is cleaner than doing it in the US. But that is not the US EPA's problem.
    5 Nov 2013, 02:30 PM Reply Like
  • AWOL ENGINEER
    , contributor
    Comments (33) | Send Message
     
    It is only their Lead Ore smelting. Not their lead recycling.
    5 Nov 2013, 03:42 PM Reply Like
  • froggey77
    , contributor
    Comments (2768) | Send Message
     
    The EPA is between a rock and a hard spot.
    People who will never be satisfied and those who want to kill it.

     

    Young people think things are worse than they were 50 years ago.
    There has been considerable progress on the identified problems since then.

     

    http://1.usa.gov/1hLcB2X

     

    In the mid sixties I was on the Detroit River. It stank. You couldn't see through it and this was upriver from the industrial section.
    We did go into the industrial section and you could see very large sewer pipes releasing effluent into the river.
    The colors were visible for hundreds of yard after entering the river.
    Orange, green and purple in one area. I assumed it was from one factory due to the proximity of the pipes to one another.
    In the eighties I went swimming in the river with my eyes open underwater perhaps a mile away. In 1990 fish of types not seen in 50 years were returning to the area.

     

    Yeah Overkill in some areas and they need a global perspective but needed still.
    5 Nov 2013, 07:06 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2544) | Send Message
     
    Long Island Plan for renewables plus storage ...

     

    http://bit.ly/1cBZnFS
    5 Nov 2013, 10:51 AM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2544) | Send Message
     
    http://bit.ly/16CY5Wg

     

    "The network notes that a lack of certainty around revenue is discouraging investment in the energy storage sector."

     

    Consistent with Mr. Holty's personal experience with talking to sales reps and many other references - no one knows their butt from the elbows.

     

    Vani - figure out a compelling way to educate people. Start with what Axion is good at ... get a white paper out there that really addresses the holes in people's knowledge.
    5 Nov 2013, 10:56 AM Reply Like
  • thotdoc
    , contributor
    Comments (1493) | Send Message
     
    I read articles such as this and think that people who are in the green energy sector should subscribe to this blog.

     

    JP's prognostications of the size of the storage market and big slice for those who have products is playing out in front of us.
    5 Nov 2013, 11:07 AM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2544) | Send Message
     
    Thotdoc - unfortunately, the only way that is relevant to us (with respect to our current positions in Axion) is if TG & Co. figure out a way to cross the divide without flushing the current shareholder base.
    5 Nov 2013, 11:11 AM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2544) | Send Message
     
    The Duck Chart ... Integrating renewables ...

     

    http://bit.ly/1cC1Lwz
    5 Nov 2013, 11:05 AM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2544) | Send Message
     
    A look at the CAISO flexible capacity procurement regulatory maze ... Interesting stuff.

     

    http://bit.ly/18VWc3M
    5 Nov 2013, 11:50 AM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message
     
    An NYU student paper which has stats on PIPEs such as discounts. It's a little dated so caution should be applied in that and other areas.

     

    Common Stock PIPE Discounts and Long-Term Performance

     

    http://bit.ly/1b9z7MC
    5 Nov 2013, 02:03 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17502) | Send Message
     
    Thanks Iindelco - reading now!

     

    HardToLove
    5 Nov 2013, 02:10 PM Reply Like
  • iindelco
    , contributor
    Comments (9011) | Send Message