Seeking Alpha

Axion Power Host's  Instablog

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

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

Comments (332)
Track new comments
  • Nicu Mihalache
    , contributor
    Comments (1020) | Send Message
     
    Everybody's out fishing?
    10 Nov 2013, 06:43 AM Reply Like
  • obieephyhm
    , contributor
    Comments (1558) | Send Message
     
    babysitting the grand-daughter -- doesn't leave me much time to do anyth......
    10 Nov 2013, 07:36 PM Reply Like
  • D-inv
    , contributor
    Comments (3886) | Send Message
     
    APH, thanks for all your work on the APCs and to JP and others maintaining charts. Flagging of changes from prior edition is wonderful.
    10 Nov 2013, 07:15 AM Reply Like
  • Axion Power Host
    , contributor
    Comments (425) | Send Message
     
    Author’s reply » Kudos to Tim Enright for suggesting flagging changes. APH wouldn't have thought of it.
    10 Nov 2013, 08:26 AM Reply Like
  • Tim Enright
    , contributor
    Comments (1341) | Send Message
     
    Having and idea and then seeing it through, two different things, thanks APH...
    10 Nov 2013, 01:15 PM Reply Like
  • Charlieburg
    , contributor
    Comments (55) | Send Message
     
    Wow! Third?
    10 Nov 2013, 08:24 AM Reply Like
  • greentongue
    , contributor
    Comments (731) | Send Message
     
    This is it, The Week for big movement in the share price.
    Either Mr. Granville can be taken at his word ... or not.

     

    (Are things farther outside of his control than he thinks?)
    10 Nov 2013, 08:36 AM Reply Like
  • Articula
    , contributor
    Comments (245) | Send Message
     
    Looking forward to this week. I'm confident in Axion and it's technology. Now is its time to shine.
    10 Nov 2013, 10:28 AM Reply Like
  • Amouna
    , contributor
    Comments (1455) | Send Message
     
    Articula,

     

    I admire your optimism :) I am trying to not get emotionally charged up in case results do not live up to MY expectations. We will hopefully be positively surprised!
    10 Nov 2013, 10:58 AM Reply Like
  • John Petersen
    , contributor
    Comments (29445) | Send Message
     
    ZOWIE BATMAN!

     

    Car and Driver just published a blog on the thermal runaway issues that have plagued Tesla over the last few weeks. One of their key sources is Lewis Larsen, a theoretical physicist that I've known for several years. His cautions are terrifying.

     

    http://bit.ly/17WWpYJ
    10 Nov 2013, 12:01 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    I don't think I can count high enough to cover what this has already cost BA. That's one pricey Bat. man.

     

    JAL reports problem with 787 battery on Helsinki-Tokyo flight

     

    http://reut.rs/1iXbpXW
    10 Nov 2013, 01:10 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    I think we'll be getting real answers in the future though.

     

    Third Tesla Model S fire raises fresh questions, NHTSA query

     

    ""To have one instance of fire from road debris is a fluke," said Clarence Ditlow, director of the Washington-based Center for Auto Safety. "To have two road debris fires in a vehicle population that small is highly unusual.""

     

    http://yhoo.it/17X8iOp
    10 Nov 2013, 01:27 PM Reply Like
  • jpau
    , contributor
    Comments (714) | Send Message
     
    Probably the best tell will be insurance rates. If there's a real problem, they'll reflect it soon enough. Those guys have great statisticians.
    10 Nov 2013, 09:12 PM Reply Like
  • metroneanderthal
    , contributor
    Comments (1499) | Send Message
     
    "Tesla spokeswoman Liz Jarvis-Shean said the automaker had been in contact with the Tennessee driver of the wrecked Model S "who was not injured and believes the car saved his life."

     

    Creatively turning a negative into a positive. Trying to follow the logic of this statement has injured my brain.
    10 Nov 2013, 09:30 PM Reply Like
  • LabTech
    , contributor
    Comments (1766) | Send Message
     
    John,
    It's an interesting theory, but I don't know if I buy it, at least not in the cases so far. In both of the accidents, where the car ran over something, I was under the impression that there was a something that was found afterwards. I mean I doubt the responding police and fire departments would have come up with the statement that the car ran over a trailer hitch, without actually finding a trailer hitch. IMHO. Here is a link where the actual Model S owner confirms that he ran over something.

     

    http://usat.ly/1fv86r4
    10 Nov 2013, 10:09 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    LabTech, It's all nothing yet. Now the government will have to get involved, for better or worse, and we'll get answers.
    10 Nov 2013, 10:32 PM Reply Like
  • froggey77
    , contributor
    Comments (2768) | Send Message
     
    An article on Tesla's fires started with

     

    Once is a fluke
    Twice is unusual
    Third time is a trend

     

    While 3 in 6 weeks is a lot.
    If you put the total time on the road and total numbers on the road together I wouldn't bet they mean much.

     

    I do expect NHTSA to investigate.
    10 Nov 2013, 10:56 PM Reply Like
  • John Petersen
    , contributor
    Comments (29445) | Send Message
     
    LabTech> I try to stay away from safety issues because they're principally engineering questions rather than safety questions. In another article this morning, the third Tesla owner was quoted as saying that he drove for five minutes after hitting the hitch before pulling his car off the road. That suggests the impact set up a cascade of failure events within the battery pack prior to the fire.

     

    A couple years back I spent some time with a fellow who works in a failure analysis firm that does lithium-ion battery work. He explained that the thing they'd love most is a way to start a catastrophic cell failure and then stop it before the cell was destroyed so they could evaluate the failure processes as they're happening. While they tried everything from gases to water to sand dumps, they hadn't found a way to extinguish a burning cell.
    11 Nov 2013, 06:03 AM Reply Like
  • D-inv
    , contributor
    Comments (3886) | Send Message
     
    "ZOWIE BATMAN!"

     

    Understatement JP?
    10 Nov 2013, 01:13 PM Reply Like
  • John Petersen
    , contributor
    Comments (29445) | Send Message
     
    I'm always shocked when a mainstream media outlet like Car and Driver quotes a source like Lewis Larsen, who has nothing nice to say about lithium-ion batteries but lots to say about low energy nuclear reactions.
    10 Nov 2013, 02:23 PM Reply Like
  • geopark
    , contributor
    Comments (250) | Send Message
     
    >JP (good article, thanks) . . . OK then, for our next venture capital project, we will be waiting until after epower gets ~100K truck/retrofit kit sales and you, Mr. Larsen, (&TG?) get going on a cold fusion start-up. Count me in.
    10 Nov 2013, 02:52 PM Reply Like
  • John Petersen
    , contributor
    Comments (29445) | Send Message
     
    I'm a lot like Mr. Buffet when it comes to projects I can't wrap my mind around. If I don't think I can develop a full understanding of the science I don't want to do a deal. I had an instance early in my career where a scientist dummied up test information and I wasn't smart enough to catch the inconsistency. Luckily it was a relatively minor matter and the error only caused my client some intense embarrassment. It could have been much worse. I like talking with Lewis Larsen and think he may well be on the track of something very important, but his science is way out of my depth so I'd rather watch from the beach.
    10 Nov 2013, 03:36 PM Reply Like
  • rgholbrook
    , contributor
    Comments (116) | Send Message
     
    In light of the upcoming conf. call and possible price swing, a reasonable question for a current stockholder might be to ask is: What is the fair stock price?

     

    The following numbers have been rounded up & down for simplicity sake, but are basically pegged to the premise that a theoretical 2010 due diligence would have shown AXPW with a potential 1.2 bil. market cap @100mil. with a $12.00 per share target price. The price than being $1.20sh for a x10 return.

     

    Now, again for simplicity sake, assume your goal was to reach an equity stake of $1,200,000. Your investment cost would have been $120K.
    $1,200,000/$12.00sh =100,000sh 100Ksh x $1.20sh. = $120K.

     

    Assuming the 1.2 billion mkt. cap is still good, the PIPE #s are:

     

    1.2bil. cap @ 200mil. shares out = $6.00 share target price.
    1.2bil. cap @ 250mil. shares out = $4.80 share target price
    1.2bil. cap @ 300mil. shares out = $4.00 share target price

     

    Based on the new target price, to reach the same $1.2 mil. equity position you will need:

     

    For $1.2mil./$4.00=300,000sh.
    300Ksh @ $0.40 = $120K. x10
    300Ksh @ $0.13 = $39,000 x30
    300Ksh @ $0.10 = $30,000 x40

     

    Possible end of PIPE might be
    $1.2mil./$4.80=250,000sh. 250Ksh x $0.13 = $30,000 x36

     

    Unabashed exuberance:
    $1.2mil./$9.00=133,000sh 133Ksh x $0.13 = $17,290 x69

     

    So if the $1.2 billion mkt. cap. forecast remains valid, then it looks like the stock is on sale at these prices.

     

    Of course, I also forecast the Cubs in 2014,
    10 Nov 2013, 06:33 PM Reply Like
  • greentongue
    , contributor
    Comments (731) | Send Message
     
    "Fire Sale" at these prices.
    10 Nov 2013, 07:21 PM Reply Like
  • rhyse12
    , contributor
    Comments (169) | Send Message
     
    Just hit the fuel savings on the overland trucks, at the expected rebuild costs.. That will work out well for the stock price..

     

    Sales announcements have been disappointing. But the tech has always delivered. Deliver the promised results to E-Power, and the stock price will take care of itself.

     

    Buying some this morning, so Pipers-please Pipe..
    11 Nov 2013, 02:24 AM Reply Like
  • Valleywood
    , contributor
    Comments (649) | Send Message
     
    Just got a notice from SA that my soup entry was too long, irrelevant, and was deleted. Needed to be an instablog.

     

    1) what are length limits?

     

    2) what's an instablog?

     

    Evidently if I keep up this bad behavior I'll be banished to read only. It's okay but I violated a rule I don't know about.
    11 Nov 2013, 02:43 AM Reply Like
  • Retired Aviator
    , contributor
    Comments (1446) | Send Message
     
    VW,

     

    Too bad as I enjoyed that post! This APC is an instablog, so maybe you can argue since it's not an article they should reinstate it. What they are trying to say is that instead of posting personal comments on somebody's article/instablog you can blog them yourself in your SA account. Problem with that is almost nobody will read it.

     

    If it makes you feel any better those bureaucrats I'm sure wouldn't have permitted Mark Twain to post either.
    11 Nov 2013, 04:41 AM Reply Like
  • SMaturin
    , contributor
    Comments (2104) | Send Message
     
    Look on the bright side, VW.

     

    Now there is no possibility that her Herness will ever be able to read it and make you do all those unbearable things!
    11 Nov 2013, 08:27 AM Reply Like
  • obieephyhm
    , contributor
    Comments (1558) | Send Message
     
    I'd like to know the name of the dipweed who complained . . . I thought the post was great and concentrators should have different rules from regular comment-threads, anyway.

     

    Geez, I have real doubts about those SA editors and their minions, sometimes . . .
    11 Nov 2013, 02:29 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17254) | Send Message
     
    Obieephylum: you missed the good stuff - before we pushed back, they would delete and chastise us for phrases like "took me a long time to get that bugger balanced".

     

    If they start getting too fequent we might have to attck the "moderation team" again.

     

    I went straight to David Jackson who was very approachable, and he put me on to Eli, Ed in chief, who finally concluded the moderation team had been "over reaching".

     

    I think they did so again - although we haven't tried to redress issues related to "report abuse" yet.

     

    This might be the case here.

     

    HardToLove
    11 Nov 2013, 02:58 PM Reply Like
  • obieephyhm
    , contributor
    Comments (1558) | Send Message
     
    What bothers me is that so-called 'moderation-team' is about consistent as the Mad Queen -- which is to say, capricious and fickle. And I have a background worthy of that opine -- seeing how I founded and managed one of the largest BBS systems in the country (yeah, that dates me to doing computer communications *before* the internet). I developed policies then which are just as valid now.

     

    They ignore a level of trollishness that goes unabated (until/unless JP finally exhausts his nearly inexhaustible patience and personally complains) and who seemingly hound him wherever he writes -- while they remove and threaten electronic banishment because a few OT remarks relieved the tension from otherwise intelligent contributors.

     

    Frankly, I continue to believe that 'moderation-team' deserves to get soundly hammered for their heavy-handed inconsistency.

     

    And, yes, you can quote me . . .
    12 Nov 2013, 01:11 PM Reply Like
  • LT
    , contributor
    Comments (4605) | Send Message
     
    Tom Konrad on whether China will renew MXWL subsidy on busses (he mentions ePower & AXPW solution)

     

    http://bit.ly/1gCADy6

     

    TB, this is a good one for you on china, IMO, China may not renew it.
    11 Nov 2013, 03:41 AM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    As for China, the cycle for a long time has been:

     

    1. Entice foreign proprietary tech to relocate manufacturing to China, including government subsidies or raw material monopolies if necessary.

     

    2. Match the new production to an appropriate Chinese partner.

     

    3. Acquire the proprietary tech, preferably without creating any sort of new patent protection legally set in China. (Chinese patent protection is decided in Chinese courts and under Chinese law, of course, and is much less protective in any event than Western IP standards).

     

    4. Remove subsidies which flow to the Western "partner".

     

    So yes, I agree, the odds are good that China will not renew it.
    11 Nov 2013, 09:59 AM Reply Like
  • Valleywood
    , contributor
    Comments (649) | Send Message
     
    Every Winter a flock of about 300 turkey vultures moves into our woods to spend those long nights. They moved in last night.

     

    In view of this week's scheduled announcement I hope their re-arrival doesn't mean anything. :>)
    11 Nov 2013, 08:38 AM Reply Like
  • Amouna
    , contributor
    Comments (1455) | Send Message
     
    VW,

     

    Part of me still wants to believe we will have a sales announcement - hopefully significant- sometimes between now and the cc.

     

    I cling to whatever hope one can rationally have in these testing times, but hope has never been an effective investing strategy. Am I delusional in thinking Axion can someday be big in its niche market? Time will tell.

     

    TG if you are aware of this, please don't disappoint!!!
    11 Nov 2013, 09:08 AM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Some TG errr TV humor.

     

    http://bit.ly/1bkhKIV
    11 Nov 2013, 09:09 AM Reply Like
  • Valleywood
    , contributor
    Comments (649) | Send Message
     
    Amouna,

     

    You are not delusional. I am rock solid convinced the technology will out in the end and am comfortably confident Axion (we) will be the holder when that day arrives.

     

    I am however only moderately anticipating a sales announcement this week. TG, I, and all other optimists can often exhaust ourselves with anticipation. Leads me to an investing law in which I believe:

     

    Things always take longer than we think they should.

     

    Remaining hopeful, but prepared to be annoyed. :>)
    11 Nov 2013, 09:52 AM Reply Like
  • Amouna
    , contributor
    Comments (1455) | Send Message
     
    VW,

     

    It has been a rough ride. Thought I picked somewhere close to the bottom back in 2011, obviously not ;)

     

    I can only empathize with the veterans on this board. I don't know how you did it. Guess it's called age experience...

     

    Good luck to us all!!
    11 Nov 2013, 10:12 AM Reply Like
  • raleigh731
    , contributor
    Comments (281) | Send Message
     
    How come this thing won't like a comment more than once??? 3 likes for you, VW!!!
    11 Nov 2013, 10:55 AM Reply Like
  • RBrun357
    , contributor
    Comments (781) | Send Message
     
    Monday Morning,

     

    Market has opened and no "significant orders" released,

     

    3 more days! Hhhhmmm!!
    11 Nov 2013, 09:39 AM Reply Like
  • Amouna
    , contributor
    Comments (1455) | Send Message
     
    If nothing is released by the cc, or even after that, the pps will go below 10cents IMO.

     

    Tom Konrad was maybe right after all in saying to stay away from the stock until it reaches 5-6 cents a share in November. I don't want to believe it, but it is increasingly becoming a realistic scenario
    11 Nov 2013, 09:54 AM Reply Like
  • raleigh731
    , contributor
    Comments (281) | Send Message
     
    I don't know. The market price of the stock is determined by optimism, pessimism, and fear and greed. The news will be what it is. I along with everyone on this board wants desperately to hear good news on Friday. What good news is, is debatable. For some good news is a sale...for some significant sales, and for some, news of upcoming sales that haven't been finalized. When the news comes out and the market reacts (say to no sales, but highly likely sales in the near future)....the stock starts down, some buyers look at a buying opportunity and buy that supports the price that moves the market up which encourages fence sitters to sell which moves the price down, etc. Personally, I WON'T be selling. Too much potential in this company. My dilemma is do I buy more shares now thinking there will be buoyant news on Friday? Or wait for depressing news and buy at a price that can significantly lower my overall share price? Closing with NSC, BMW, E-power, PC. Something is going to give. and when it does!!!!!.......
    11 Nov 2013, 10:52 AM Reply Like
  • RBrun357
    , contributor
    Comments (781) | Send Message
     
    I am believing that a really BIG and Significant Order will be announced for JP's Birthday tomorrow!
    11 Nov 2013, 10:53 AM Reply Like
  • timzinski
    , contributor
    Comments (81) | Send Message
     
    Interesting video from Volkswagen showing their R&D on new Li-ion batteries.

     

    http://tinyurl.com/nxx...

     

    VW's e-UP EV and electric Golf will be selling soon. I wonder how well they will compete against Tesla.

     

    Something in the video caught my attention. VW has a new idea they are testing...using a silicon and CARBON mix to improve the Li batteries.
    CG simulation of an automatic roll sheeting process was informative.

     

    Last week I read an article about Ford's Li R&D efforts. They are predicting improving safety by 50% and reducing price of batteries substantially. Ford is hopeful and I'm sure as long as they get grant money they will continue working hard.

     

    It seems it isn't easy or quick to make a better battery.

     

    11 Nov 2013, 10:35 AM Reply Like
  • tomcat818
    , contributor
    Comments (42) | Send Message
     
    Anyone have access to this report?

     

    http://bit.ly/1aZkFdb

     

    Would be interested to hear some of the details... too expensive ($1018) for my blood though.
    11 Nov 2013, 11:22 AM Reply Like
  • froggey77
    , contributor
    Comments (2768) | Send Message
     
    Oh say Tom I don't have access perhaps someone will send a copy to JP.
    I did notice a few things such as
    Axion Power listed as a supplier under " Supplier Profiles "
    Could they talk about this?

     

    The list of auto companies involved and the little side notes.
    Starting with the big T.

     

    Toyota
    Toyota, the big winner
    Toyota's roadmap: hybrids, plug-in hybrids, then fuel cell vehicles
    Toyota joins with BMW in future powertrain technologies

     

    Joins with BMW that sounds promising.

     

    Honda
    Honda tests market with its first plug-in hybrid

     

    Nissan
    Nissan comes up short in 2012
    Doubling down on the LEAF

     

    Mitsubishi
    Mitsubishi 'plug-in' strategy stalls for the moment

     

    As the second potential Asian car maker there is nothing for or against. As Axion is not expected to have a plug.

     

    Hyundai
    Hyundai & Kia opt for lithium

     

    Scratch them as Far as talking about Axion.

     

    Mazda
    Mazda takes conventional powertrain route
    First 'Mazda' hybrid on the way

     

    Possible but 'conventional' seems unlikely.

     

    Subaru
    Subaru readies first hybrid
    Suzuki planning plug-in Swift launch

     

    Also not much to go on.
    I think I'd have to believe Toyota from those comments.

     

    Idle-stop systems making inroads; mild hybrids stall

     

    I like the first part of that line. Now to get in on it.
    11 Nov 2013, 06:12 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    BASF to present new developments in NiMH batteries for grid energy storage applications at IRES 2013

     

    http://buswk.co/1aP1CnI
    11 Nov 2013, 12:32 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Yep, both sides of the spectrum are stinky.

     

    Hybrid automotive use of ultracapacitors

     

    "At the risk of sounding obvious, after 30 years of unwavering consistency, the automotive industry is finally trying to find ways to increase fuel economy—they’re just not doing a very good job of it.

     

    On one end of the scale you have electric vehicles (EV), which tend to sell only to the relatively wealthy. For example, the median income of a Nissan Leaf buyer is $165k. The same can be said for plug-in hybrid electric vehicles (PHEV) – Chevrolet Volt buyers have a median income of $195k. Both of these vehicles can maximize every penny spent on variable cost, but carry a huge fixed cost in order to do so. In fact, the costs of purchasing these vehicles are so high they are either subsidized by the government and/or the manufacturer, so the “One Percenters” driving them will save a couple of bucks on gas.

     

    On the other end of the spectrum you have relatively inexpensive micro hybrids that feature idle start-stop systems (ISS), a feature that might grant you two or three percent fuel savings. In North America, the integration of ISS is generally so poor, the few people who have it often disable the system if they can. Even when enabled, the battery installed at the factory quickly gets to a point where it can’t keep up, in which case the car itself will disable it. This doesn’t even factor in all the time spent disabled because the heat or air-conditioning is on or when it’s colder than 35°F/2°C, as batteries have an insufficient operating temperature range.

     

    Many of the ISS problems can be solved with better energy storage technology, ,,,"

     

    http://bit.ly/1aP3rkC
    11 Nov 2013, 12:48 PM Reply Like
  • SMaturin
    , contributor
    Comments (2104) | Send Message
     
    I just discovered a use of Li Ion transport technology I can actually covet. Check out the new line from caterham bikes, with the Carbon E-Bike.

     

    http://caterhambikes.com

     

    What I am really drooling over is that Brutus dual sport motorcycle. But my SWMBO would do twice to me what VW's did to him if I suggested I "need" a $25 toy to conserve fuel commuting to work.
    11 Nov 2013, 01:16 PM Reply Like
  • SMaturin
    , contributor
    Comments (2104) | Send Message
     
    Erp!

     

    $25K.

     

    $25 is my monthly Starbucks allowance from her Herness.
    11 Nov 2013, 08:31 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    I wonder if during the last distribution round the PIPErs distributed their shares too aggressively and ran out too soon thus not optimizing their yield. Seems they are toning it down a bit.
    11 Nov 2013, 03:11 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17254) | Send Message
     
    Iindelco: On a national holiday we have already 993K traded with a WVAP of $0.1239 and buy & Sell %s of 40.82% & 58.18% respectively.

     

    With holiday's usually lower volume my take is this is not really toned down much.

     

    HardToLove
    11 Nov 2013, 03:15 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Thanks HTL, Good point.
    11 Nov 2013, 03:22 PM Reply Like
  • Retired Aviator
    , contributor
    Comments (1446) | Send Message
     
    I was 27k of that volume, near the low pps of the day. I just couldn't help myself, cheap shares of Axion being like candy to a kid. Good thing there is no her Herness to answer to on dropping 3 grand based on about 20 seconds of deliberation!
    12 Nov 2013, 08:04 AM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Eos Energy Storage & Incodema Group Ramp Up Production of Megawatt-Scale Batteries in Upstate New York

     

    " Eos’s proprietary ZnythTM technology represents the next generation of rechargeable zinc-based batteries, employing widely available materials and highly standardized manufacturing processes to create a system that can achieve 10,000 cycles (or a 30 year life) at a disruptive price of $160/kWh for the DC system. “By using only commoditized manufacturing—such as metal cutting and stamping, injection molded plastics, and stackable assembly—we believe that Eos will be the low cost leader for utility scale batteries,” explained Eos CEO Michael Oster. "

     

    http://yhoo.it/1cOIHet
    11 Nov 2013, 03:32 PM Reply Like
  • thotdoc
    , contributor
    Comments (1415) | Send Message
     
    It looks like they know how to market their product.
    11 Nov 2013, 03:58 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Thotdoc, Agreed, They are making some pretty dramatic claims for an energy storage battery as well.
    11 Nov 2013, 04:18 PM Reply Like
  • Mr Investor
    , contributor
    Comments (2476) | Send Message
     
    iinde---lmao w/ ur new bio pic
    11 Nov 2013, 04:32 PM Reply Like
  • John Petersen
    , contributor
    Comments (29445) | Send Message
     
    It has that nice fluffy puppy Cujo feel.
    11 Nov 2013, 04:39 PM Reply Like
  • Mr Investor
    , contributor
    Comments (2476) | Send Message
     
    lol, looks like Cujo's a zombie now
    11 Nov 2013, 04:41 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    This fine little fellow won the worlds ugliest dog contest a few years back. I figured that since many here have such wonderful dogs that I'd add a little "fair and balanced". Besides, We don't have a significant sale to talk about yet. Grrr. ;-P
    11 Nov 2013, 04:47 PM Reply Like
  • LT
    , contributor
    Comments (4605) | Send Message
     
    Hey ! I thought his new look was an improvement !
    11 Nov 2013, 04:56 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    LT, Me too!
    -
    The Future Requires (Better) Batteries
    And here's what some may look like

     

    "Another technology that has long interested researchers is using air as a catalyst, either with lithium or zinc. But zinc so far has defied efforts to get it to recharge enough times to satisfy consumer electronics needs, except in hearing-aid batteries. Zinc batteries can be recharged if one replaces the zinc by hand, but efforts to commercialize this approach so far have proved unsuccessful.

     

    Eos Energy Storage, of Edison, N.J., however, says it has cracked the zinc-recharging puzzle for grid-scale storage and plans to start a pilot project next year."

     

    http://on.wsj.com/1aPwynS
    11 Nov 2013, 05:11 PM Reply Like
  • thotdoc
    , contributor
    Comments (1415) | Send Message
     
    JT...or anyone-
    Are you able to add information here? Is this a legitimate competitor for AXION in several years?

     

    Thanks
    11 Nov 2013, 05:20 PM Reply Like
  • mrholty
    , contributor
    Comments (824) | Send Message
     
    An AXPW concentrator search (Thanks Bang!)

     

    showed that its a good energy battery not power battery. So a very different market than AXPW. The strengths of the PbC would be in Frequency regulation (think fast discharge/fast recharge) where this would provide energy over a long time but not in short bursts and therefore would be good for backup power or for something like a EV car which would be a pure energy need (their car idea) is to then pull up to some exchange and do a swap (vs lithium).
    11 Nov 2013, 05:42 PM Reply Like
  • John Petersen
    , contributor
    Comments (29445) | Send Message
     
    I don't see a lot of crossover in the venn diagram. The zinc-air battery Eos is developing is a relatively slow battery. It wants to charge over several hours and discharge over several hours. If Eos can develop a truly robust chemistry and manufacturing methods that scale, their battery may be a strong competitor for companies like Aquion and Ambri that are trying to develop batteries for renewables time shifting and diurnal storage. While the demand is theoretically huge, the economics are terrible because the batteries typically cycle once a day and the spread between peak and off-peak prices is not huge. Even if you assume each cycle is worth $.25 per kWh, a once a day cycling regime only throws off $7.50 in revenue..

     

    The PbC is a power battery that wants to rapidly cycle up and down over the course of a few minutes. It's far better suited to applications like rail, stop-start, trucking and short-discharge renewables smoothing.
    11 Nov 2013, 05:44 PM Reply Like
  • VictorG45
    , contributor
    Comments (40) | Send Message
     
    If all said is true then this will be the battery to beat for grid storage. But it must also be said that they aren't providing any specs to speak of. This could be nothing but vaporware.
    11 Nov 2013, 05:59 PM Reply Like
  • thotdoc
    , contributor
    Comments (1415) | Send Message
     
    Thank you, Mr H and JP-
    11 Nov 2013, 10:20 PM Reply Like
  • nakedjaybird
    , contributor
    Comments (2653) | Send Message
     
    John et al. -

     

    The best WSJ article from the above string of comments was in the Archives of that link: from 1968.

     

    Go hybrids:

     

    http://bit.ly/16ZbXdN

     

    Not ignoring history can sometimes be so profitable and wise.

     

    But................
    12 Nov 2013, 12:54 PM Reply Like
  • LT
    , contributor
    Comments (4605) | Send Message
     
    Hyundai to sell hydrogen-powered cars in the U.S.

     

    Hyundai (OTC:HYMLF) will introduce a fuel cell-powered crossover in the U.S. next year as it backs hydrogen as a gas fuel alternative that can succeed.Execs with the company say they can't turn a profit with battery EVs, while hydrogen offers a better future if future demand produces enough volume.What to watch: Until charging infrastructure is built up in the U.S., hydrogen-powered cars will remain a novelty for major automakers such as Toyota (TM -0.5%) and Honda (HMC +0.4%) that favor the technology
    11 Nov 2013, 03:48 PM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    I am curious as to pricing. Honda has for a very long time leased a token number of cars in California (they have ignored recent attempts to actually assign a sale value to the cars, but early reports were $300k+ to produce each car). Is Hyundai actually selling their cars?
    11 Nov 2013, 04:02 PM Reply Like
  • LT
    , contributor
    Comments (4605) | Send Message
     
    TB, IMO it is just keeping up with the jones (Honda, Toyota, GM)

     

    Hydrogen seems to be the new engineering feat.
    11 Nov 2013, 05:01 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Interesting article on this topic.

     

    Energy Storage on the Grid Edge

     

    GTM Research webinar lays out the pros and cons of customer-side energy storage.

     

    http://bit.ly/1dZHxdo
    11 Nov 2013, 07:54 PM Reply Like
  • Valleywood
    , contributor
    Comments (649) | Send Message
     
    I'd like to draw the board's attention to a stock guru of our own.

     

    Concentrator #279 posted by Raleigh731 1:18 p.m. 29 Oct.

     

    "I think the market generally views a reverse split as a last gasp and grasp at the life line."

     

    Concentrator # 279 responder ==> A. DIMWIT 9:27 am. 30 Oct
    "Nah ! Y'gottit all wrong . . . . blah, blah, blah ..."

     

    Evening of 7 November Nuverra announces poor performance and a 1:10 split. pps = $ 2.40
    Today pps = $ 1.50
    That's a plunge of 38% + - !

     

    So clearly in this case Raleigh731 has been a beacon !
    So the answer is "Raleigh731 !"

     

    The question is who and where is " A. DIMWIT " ?

     

    May his wife do unspeakably horrible things with a grinder to his rubber ducky collection !

     

    May his dogs pee in his truck !

     

    Where did this guy come from?

     

    Does this clown lose arguments with himself?

     

    You know what we should do? We should find out where he hangs out and tell all his friends what a turkey he is. (in November, gettit?)

     

    We should melt his dark chocolate collection.

     

    We should . . .. 'um . . . well .... 'uh

     

    Wait. Yeah. Wait. No, really. Wait.

     

    Maybe he isn't a total Bozo... Well, O.K. so maybe he is, but still.

     

    No, really. Let's think about this. . . . . .

     

    C'mon, fellas . Please. Pretty please ???
    11 Nov 2013, 07:59 PM Reply Like
  • SMaturin
    , contributor
    Comments (2104) | Send Message
     
    Please don't mock my dark chocolate collection!

     

    It has taken me years of travel to many distant places.

     

    Some of them are mounted on the living room wall.

     

    How would I explain their absence to SWMBO?
    11 Nov 2013, 08:17 PM Reply Like
  • Valleywood
    , contributor
    Comments (649) | Send Message
     
    I hate it when this happens !

     

    If a couple months had gone by and I could pretend I had forgotten well then things could be better. You know?

     

    But to be called out so starkly in the cold hard light of day within a baby's breath of a week. That's tough.

     

    I ain't got no place to hide, Brother !
    11 Nov 2013, 08:24 PM Reply Like
  • SMaturin
    , contributor
    Comments (2104) | Send Message
     
    Next thing you know you will be making fun of my quiche dish collection.

     

    I think you need sensitivity training.

     

    I'll bet her Herness would agree.
    11 Nov 2013, 11:03 PM Reply Like
  • raleigh731
    , contributor
    Comments (281) | Send Message
     
    Hey VW, do I get a trophy or something???
    11 Nov 2013, 11:29 PM Reply Like
  • Valleywood
    , contributor
    Comments (649) | Send Message
     
    raleigh, you already have your trophy. You didn't own NES. Unlike someone else who just might own a few shares to scratch & sniff.

     

    Not sayin. Just sayin.
    12 Nov 2013, 09:13 AM Reply Like
  • SMaturin
    , contributor
    Comments (2104) | Send Message
     
    VW,

     

    I found just what you need to start your collection:

     

    http://kck.st/1cuitZX

     

    Once started, you'll never look back!
    14 Nov 2013, 10:21 PM Reply Like
  • Valleywood
    , contributor
    Comments (649) | Send Message
     
    ii has now frightened my dog. He (my dog) is uncomfortable at my side whenever he sees ii's Avatar.

     

    I'm trying to splain that ii is simply interested in grabbing a role in "Lord of the Rings Rides Again" . Gotta admit his Avatar is pretty scary though.

     

    Between the dumpster porcupine and the all-ugly dog from hell things are kinda spooky 'round here.

     

    I'm ready for rejoicing Friday morning. Maybe the creatures will be replaced with another eagle and perhaps a koala bear.

     

    Hope tonight's game is good. Diversion, you know.
    11 Nov 2013, 08:12 PM Reply Like
  • Valleywood
    , contributor
    Comments (649) | Send Message
     
    JP, I hope you get an obscenely enriching birthday present tomorrow.
    11 Nov 2013, 08:15 PM Reply Like
  • Valleywood
    , contributor
    Comments (649) | Send Message
     
    obiee, I almost forgot.

     

    SWMBO

     

    Rumpole of the Bailey BBC.

     

    Episodes available on Netflix. They're great. You & I are the perfect age for them.

     

    We're also the perfect age for sparkling news from Axion. For JP's birthday if at all possible.
    11 Nov 2013, 08:27 PM Reply Like
  • obieephyhm
    , contributor
    Comments (1558) | Send Message
     
    You are correct, sir -- but I wasn't testing you, t'was the others that my query was destined for.

     

    I have all the episodes collected and am now working on finding hardbound editions of the books.

     

    Leo McKern as Horace Rumpole was and shall remain a classic.

     

    (yeah, moderation team, go ahead and delete this one, too . . .)
    12 Nov 2013, 01:17 PM Reply Like
  • D-inv
    , contributor
    Comments (3886) | Send Message
     
    "Episodes available on Netflix. "

     

    May be it is my subscription level, but Netflix search on Rumpole yesterday evening turned up nothing. Does Netflix have multiple subscription levels/channels?
    12 Nov 2013, 03:43 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Metair Investments 3 year chart. I guess I should have placed a bet on SLABs for SS post their acquisition of the Romanian and Turkish battery companies.

     

    Oh well, "We'll always have Paris."

     

    http://bloom.bg/1bpULQ4
    11 Nov 2013, 08:45 PM Reply Like
  • LabTech
    , contributor
    Comments (1766) | Send Message
     
    IINDelco,

     

    Please change your avatar! It's going to give me nightmares!! ;-)
    11 Nov 2013, 09:32 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    LabTech, He won 3 years in a row it seems. Hard to believe. Hard to believe it's real.

     

    Ten years of the world ugliest dogs

     

    http://bit.ly/1blyWOh

     

    OK, I guess it's too much of a distraction.
    11 Nov 2013, 09:51 PM Reply Like
  • Valleywood
    , contributor
    Comments (649) | Send Message
     
    iindelco, if I hadn't seen it I wouldn't have believed it. Who would do such a thing?

     

    Chisel is calm now. He likes your new guy better. He thinks you're a good guy. Don't get too comfortable. He thinks I'm a good guy too !
    11 Nov 2013, 10:08 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    VW, He thinks I'm a good guy? Turkey buzzards have him distracted!. lol

     

    Now where are those chicken bones so I can see if JP is gonna get his birthday present tomorrow or heaven forbid late.
    11 Nov 2013, 11:40 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    I guess Axion is planning on being around for awhile. I guess TG will not be going back to the same ( Bleep blank #$%^ ) firm for the next round of financing they don't need unless it's for capital expansion.

     

    Marcum MicroCap Conference
    Thursday, May 29, 2014

     

    http://bit.ly/1i3AfI2
    _

     

    As a side note this product is cool beans!

     

    NeverWet.

     

    Wonder how it holds up to UV and windshield wipers if you have to get rid of dirt vs water.

     

    http://bit.ly/1i3AfI8
    11 Nov 2013, 10:48 PM Reply Like
  • Amouna
    , contributor
    Comments (1455) | Send Message
     
    iindelco,

     

    I have decided from now on let my instincts guide me a bit more, and not take TG's "word" so seriously after all. He may say he will not go back to the pipers ever again for fresh capital, but nothing guarantees me (or shall I say gives me confidence) that he will be able to raise money on any better terms than at the pipe deal.

     

    That's also the reason why they hired the new CFO guy. He may have a few institutional contacts that may want to throw us a lifeline sometimes next year...
    12 Nov 2013, 04:54 AM Reply Like
  • John Petersen
    , contributor
    Comments (29445) | Send Message
     
    The Marcum Conference is directed more to market participants than direct investors and as such it's a must do event.
    12 Nov 2013, 06:59 AM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2483) | Send Message
     
    Didn't they do the Marcum event this year?
    12 Nov 2013, 08:48 AM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Amouna, Understood and agreed. Surely if Axion can't make something shine before the next raise I don't think we'll need to fret too much anyway. Just imagine how damaging the next one would be if they can't get something going.
    12 Nov 2013, 09:00 AM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Stefan, I seem to remember the name and the event but I can't recall if it was this year or the prior year........ Opps, never mind, here it is.

     

    "NEW CASTLE, Pa., May 23, 2013 /PRNewswire/ -- Axion Power International, Inc. (OTC QB: AXPW), the developer of advanced lead-carbon PbC® batteries and energy storage systems, plans to present at the Second Annual Marcum LLP MicroCap Conference on Thursday, May 30, 2013 in New York City at the Grand Hyatt Hotel."

     

    http://bit.ly/HKNYWb
    12 Nov 2013, 09:03 AM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2483) | Send Message
     
    Looking at the price action from May 30, 2013, it appears the Marcum crowd collectively yawned at Axion.
    12 Nov 2013, 09:07 AM Reply Like
  • mrholty
    , contributor
    Comments (824) | Send Message
     
    I've seen some reviews of this is normal use. It wears off over time and leaves a milky color behind whatever it was on.
    12 Nov 2013, 09:13 AM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Thanks Mr. Holty. Sure looks neat in the video but there are always limitations. Happy to have found someone that has done some DD on the product already. Alas, Sounds like no super Rain-X.
    12 Nov 2013, 09:28 AM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Why can't Axion seem to get a nibble?

     

    The $100,000 Battery That Could Help Hotels Save Bundles of Money

     

    http://bit.ly/1alY2ig
    11 Nov 2013, 11:31 PM Reply Like
  • D Lane
    , contributor
    Comments (1212) | Send Message
     
    A behind the meter market exists! Wish I knew more about Axion's efforts in this area.
    12 Nov 2013, 09:41 AM Reply Like
  • WayneinOregon
    , contributor
    Comments (828) | Send Message
     
    RE: --- "The $100,000 Battery That Could Help Hotels Save Bundles of Money"

     

    Sounds like a near-term profitable market. I too would be really interested in whether Axion is pursing opportunities with companies like Stem (and disappointed if they're aren't). The quote below is from the article:
    .........................

     

    Stem will offer customers no-money-down installation of battery storage in exchange for monthly fee paid out of the savings on utility bills. Such lease deals unleashed an explosion in residential solar systems and Patel expects to see a similar result in battery storage. Stem has orders for 6 megawatts’ worth of systems and Patel expects that to jump to 15 megawatts over the next year.
    12 Nov 2013, 11:25 AM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    FLASHBACK: Erik Spek on battery abuse testing, improving safety, and developing standards

     

    "Erik Spek: With lithium-ion, there is a built-in fire triangle that we’re trying to overcome, and NiMH doesn’t have all three legs – fuel, heat, and oxygen. Lithium-ion has the fuel from the electrolyte (typically ethylene or propylene carbonate fluids that can be quite flammable), heat can be generated by a short circuit or other thermal event, and oxygen can be generated inside the cell, and is obviously present outside as well. You don’t have the fuel component in NiMH until much higher temperatures are achieved (the electrolyte is water based and does not act as a fuel). That’s the basic difference."

     

    http://bit.ly/1bqmaBy
    12 Nov 2013, 12:15 AM Reply Like
  • Amouna
    , contributor
    Comments (1455) | Send Message
     
    By the way iindelco, nice profile puppy ;) I like!
    12 Nov 2013, 04:55 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17254) | Send Message
     
    11/11/2013: EOD stuff partially copied from blog (up already).
    # Trds: 131, MinTrSz: 375, MaxTrSz: 65100, Vol: 1219966, AvTrSz: 9313
    Min. Pr: 0.1203, Max Pr: 0.1350, VW Avg. Tr. Pr: 0.1237
    # Buys, Shares: 59 435771, VW Avg Buy Pr: 0.1243
    # Sells, Shares: 70 774195, VW Avg Sell Pr: 0.1233
    # Unkn, Shares: 2 10000, VW Avg Unk. Pr: 0.1230
    Buy:Sell 1:1.78 (35.7% "buys"), DlyShts 213133 (17.47%), Dly Sht % of 'sells' 27.53%

     

    Trade volume and daily short sales were down -38.81% and -65.26% respectively. This fits with my thinking as buy percentage was weaker than yesterday's 38.9%. However, it at least remained in the lower end of reasonable range as the typical buying on weakness came in. You can see from the daily short percentage we've continued the recently resumed trend down in this metric. I don't see price appreciation while this continues.

     

    On the traditional TA front, no change worth noting – still weakening on all the oscillators I watch, except ADX and related, with stochastic, money flow and Williams %R in oversold territory. RSI, momentum and MFI are hovering just below neutral with MFI weakening rapidly. The MACD and its histogram have gone flat right around neutral.

     

    On my experimental stuff, nothing much worth talking about. Normal variability with no clear trend on the experimental inflection point calculations. Average buy percentages seem to be coming together in the lower range of normal around the low 3x%: 34.07%, 34.68%, 30.25% and 33.49% for the 10, 25, 50 and 100-day averages respectively. I suspect it won't hold steady though.

     

    Trading breakdown and other normal details in the blog here.

     

    http://seekingalpha.co...

     

    HardToLove
    12 Nov 2013, 07:53 AM Reply Like
  • dlmca
    , contributor
    Comments (334) | Send Message
     
    Not sure what planning we have on questions for the CC

     

    I would like Tom to be asked

     

    Business leaders have unique insight on where they can logically take their businesses in the longer term

     

    Axionbelieves their new battery technology is the only class of advanced battery thatcan be assembled on existing lead-acid battery production lines throughout theworld utilizing Axion’s proprietary carbon electrodes. Axion's future goal,after filling their plant's lead-carbon battery production capacity, is tobecome the leading supplier of carbon electrode assemblies for the globallead-acid battery industry

     

    Tom in general terms when you dream of Axion's future - industries served --potential volumes - where do you see carbon electrode assembly volumes out 7 and 10 years from now?

     

    I would appreciate improvements to the question and suggestions on how we might be sure to have the question addressed in the CC given the short time frame we always seem to have for questions
    12 Nov 2013, 08:00 AM Reply Like
  • Amouna
    , contributor
    Comments (1455) | Send Message
     
    In my mind, I would like him to address the issue of pbC sales. I believe the market is not responding as fast as we had anticipated, and we need to generate some operating cash flow to stay away from the capital markets for as long as we can. Does he still see any significant sales in the short term that could alleviate this pressure, or shall we take his prediction with a large grain of salt?

     

    Also, do they have any intentions of growing their sales and marketing team? Right now it's only Vani and if they have confidence in their business strategy execution then they should be able to provide us with some guidance.
    12 Nov 2013, 08:20 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17254) | Send Message
     
    Amouna: Didn't they mention that they had added staff to respond to the huge increase in RFP's?

     

    That's stuck in my mind, which may not be that reliable.

     

    HardToLove
    12 Nov 2013, 08:38 AM Reply Like
  • Amouna
    , contributor
    Comments (1455) | Send Message
     
    I can't remember to be honest with you HTL, but I want them to be a bit more aggressive. This is the culmination of 10 years worth of work and sacrifice so surely they can blow their horn a little harder!

     

    It is still too early to judge the market's reaction to the introduction of PbC as a commercial product, but so far the signs are not encouraging :(
    12 Nov 2013, 10:45 AM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    I am interested in hearing about new Sales. Period.
    12 Nov 2013, 11:02 AM Reply Like
  • Valleywood
    , contributor
    Comments (649) | Send Message
     
    TB, +1
    12 Nov 2013, 11:15 AM Reply Like
  • DRich
    , contributor
    Comments (4421) | Send Message
     
    >Valleywood ... You insist I change my NSC attitude avatar ... so be it. Here is one for expressing my BMW attitude (Cow on Hood; found it on FB), but I'll probably revert back to the dumpster soon.
    12 Nov 2013, 11:27 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17254) | Send Message
     
    Amouna: In light of the PIPE financing and what I'm fairly sure is going on, I think the market is holding up pretty well - especially considering the history to-date.

     

    The PIPER pressure seems *enormous* to me. Then take away some portion of support that might have come from Axionistas in the past ...

     

    HardToLove
    12 Nov 2013, 11:46 AM Reply Like
  • RBrun357
    , contributor
    Comments (781) | Send Message
     
    With it being Tuesday and only a couple days left until the CC I am beginning to give up the last 5% of hope that I was holding onto for a "significant order"!
    12 Nov 2013, 11:51 AM Reply Like
  • Patrick Young
    , contributor
    Comments (947) | Send Message
     
    Amouna, if the price of AXPW were trading on battery-company executive promises it would be worthless. In fact, the price action has only improved as we have gotten closer to the expiration of this mythical TG-announcement option contract. The bottom line remains that PbC works great for grid and hybrid applications. The combination of those two markets is enormous (1 trillion dollars by 2020). We know Axion is in final discussions with BIG customers.

     

    We also know that Axion has increased cash burn rate since we heard from TG last. This must be because they are preparing/training people for the nearly guaranteed large orders coming down the pipeline.
    12 Nov 2013, 11:59 AM Reply Like
  • D-inv
    , contributor
    Comments (3886) | Send Message
     
    "We also know that Axion has increased cash burn rate since we heard from TG last."

     

    We do?
    12 Nov 2013, 12:30 PM Reply Like
  • Amouna
    , contributor
    Comments (1455) | Send Message
     
    Patrick,

     

    Your words sound like gospel to my ears :) I just hope they are true.

     

    By the way how could you say their cash burn has increased since last earnings report ?
    12 Nov 2013, 12:46 PM Reply Like
  • Patrick Young
    , contributor
    Comments (947) | Send Message
     
    I don't have the docs in hand but I remember at the last CC the expectation was to have enough cash to last through Q3 2014 UNLESS there was a need to "significantly" increase spending to meet increased production on new sales. Now we are hearing in the prospectus that the expectation is to need more cash at the end of Q1 2014.
    12 Nov 2013, 01:13 PM Reply Like
  • nogoodslacker
    , contributor
    Comments (864) | Send Message
     
    Or if there is a need to pay the PIPERS in cash due to the stock price falling below $0.10.
    12 Nov 2013, 02:00 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17254) | Send Message
     
    Or if one of the promised orders came through earlier than expected and they need to ramp up ... Oh! Golly I overslept! :-))

     

    HardToLove
    12 Nov 2013, 02:11 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    " Or if one of the promised orders came through earlier than expected and they need to ramp up ... "

     

    HTL, You sure you're awake? ;-))
    12 Nov 2013, 02:19 PM Reply Like
  • Valleywood
    , contributor
    Comments (649) | Send Message
     
    SWMBO woke up this morning feeling "lousy". Cold/flu/something. We can't volunteer at the hospital tomorrow for obvious reasons.

     

    Also for obvious reasons she went downstairs and brought up some of her frozen homemade chicken noodle soup.

     

    Goose & Gander not on equal footing. :>)

     

    I love life !

     

    Go Axion !
    12 Nov 2013, 09:38 AM Reply Like
  • Valleywood
    , contributor
    Comments (649) | Send Message
     
    WSJ says retail individuals are entering the market. Maybe time to exit?

     

    Would post link but it requires a subscription.
    12 Nov 2013, 09:53 AM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    VW, You know it.

     

    BTW, Someone is playing games here in AXPW recently. Just like what I just saw where someone walked the ask down to 1 hundredth of a cent over the bid and then waited for awhile before pulling the order. If it was the PIPErs, with all their shares, I can't think of any reason why they would use this strategy over just hitting the bid.
    12 Nov 2013, 10:01 AM Reply Like
  • raleigh731
    , contributor
    Comments (281) | Send Message
     
    Hmmmmm.....maybe some o' dem retail investors are headed Axion way! BTW, thatg chicken noodle soup recipe sounds marketable. Maybe Vani could pitch some then he's making battery calls!!
    12 Nov 2013, 10:01 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17254) | Send Message
     
    Iindelco: It was ARCA.

     

    HardToLove
    12 Nov 2013, 11:57 AM Reply Like
  • Mr Investor
    , contributor
    Comments (2476) | Send Message
     
    Some goofy stk action today. Somebody just had to have shares so badly they moved the bid all the way up to .131, where the spread between them and the next bid was about a full penny. They then promptly got taken out.

     

    I wonder if the recent run of penny stk pump pieces accts for some of this behavior. But, could be a lot of things.
    12 Nov 2013, 12:04 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Thanks HTL, Sure smells different. Like some sensitivity testing before a move.

     

    Mr. I, The last couple days different short term has been the pattern from my perspective.
    12 Nov 2013, 12:28 PM Reply Like
  • Valleywood
    , contributor
    Comments (649) | Send Message
     
    Two months ago ( 4 September) I bought $2k of AMAVF. Made 50% since then so sold half today @ $162.
    Now if I had made the same investment one year ago at $12 I'd really be laughing and scratching today.
    Story of my investing life. Too early or too late. Or miss the target entirely.

     

    Go Axion ! Maybe it's you. Baby, it's gotta be you !
    12 Nov 2013, 10:02 AM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2483) | Send Message
     
    VW -

     

    Now that's a nice a chart!
    12 Nov 2013, 10:06 AM Reply Like
  • Valleywood
    , contributor
    Comments (649) | Send Message
     
    Stefan,

     

    I love 3-D printing ! Nibbled at DDD but bailed after a modest gain. Owned SSYS and have sold almost all of that with some pocket money. My fave however has been AMAVF. Real industrial & defense customers, etc. Is a Swedish outfit though and I struggle getting information (although it is available if you read Euro news) so I'm now playing with almost all house money. GE is entering the market also (so they say) and the space might get tight.

     

    Truth is, I don't understand 3-D and it scares me. So I stand in the kiddie pool. Batteries I at least understand, hence Axion. The obvious next phrase : "so where has that got me?"

     

    Roll, Axion !

     

    BTW, if Axion is going to give JP a birthday present today it won't be for breakfast.
    12 Nov 2013, 10:58 AM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    VW, It's looking like turkey buzzard for the birthday surprise. Served with the head on and a lithium ion battery in its mouth. Not the perfect birthday present but maybe he'll have the last laugh.......someday.

     

    BTW, This video is also neat if you like laser 3D manufacturing. Not near as technically graceful but it has its purpose if you have been around manufacturing.

     

    Ford creates sheet metal prototypes in hours instead of weeks

     

    http://bit.ly/182qQg5
    12 Nov 2013, 11:22 AM Reply Like
  • VictorG45
    , contributor
    Comments (40) | Send Message
     
    If you like 3-D printing then you will love this.
    http://bit.ly/16ZnBFt
    Watch the videos.
    Regards,
    Victor
    12 Nov 2013, 02:10 PM Reply Like
  • tomcat818
    , contributor
    Comments (42) | Send Message
     
    Hammering away at the .12 support... so far it's holding up under some heavy early selling.
    12 Nov 2013, 10:41 AM Reply Like
  • greentongue
    , contributor
    Comments (731) | Send Message
     
    Looks like the PIPE is blowing Retreat on the price. Good chance to grab some more shares on the cheap.
    12 Nov 2013, 10:50 AM Reply Like
  • RBrun357
    , contributor
    Comments (781) | Send Message
     
    JP,

     

    Happy B Day, I trust you are doing something extraordinary to celebrate?
    12 Nov 2013, 11:18 AM Reply Like
  • John Petersen
    , contributor
    Comments (29445) | Send Message
     
    It's one of those quiet days when I have nothing better to do than using a UCLA report for CARB to prove that long-range BEVs are an energy and environmental abomination.
    12 Nov 2013, 01:43 PM Reply Like
  • mrholty
    , contributor
    Comments (824) | Send Message
     
    You could get married. Supposedly today is a big wedding day being 11.12.13. Several thousand people are getting married today.

     

    http://usat.ly/17msh5o
    12 Nov 2013, 02:16 PM Reply Like
  • Amouna
    , contributor
    Comments (1455) | Send Message
     
    Sounds like a great day :)
    Happy birthday JP !
    12 Nov 2013, 02:25 PM Reply Like
  • thotdoc
    , contributor
    Comments (1415) | Send Message
     
    Happy Birthday…

     

    Let's hope a big present is coming your way

     

    G
    12 Nov 2013, 03:15 PM Reply Like
  • LabTech
    , contributor
    Comments (1766) | Send Message
     
    John,
    Sorry I'm getting to this late today. I've been home with a sick kid. Anyway...Happy Birthday! Sorry Axion forgot to get you a present.
    12 Nov 2013, 05:06 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2483) | Send Message
     
    Couple of interesting Trojan Battery case studies:

     

    http://bit.ly/HL5o53

     

    One talks about solar street light implementation in the UAE.
    12 Nov 2013, 12:11 PM Reply Like
  • JohnM121
    , contributor
    Comments (357) | Send Message
     
    This is not a gift, but, but it looks like there will be plenty of conversion kits to sell in a few years.

     

    North America’s Class 8 net truck orders in October reached 25,960 units, increasing 14 percent year-over-year and 39 percent from the previous month.
    http://bit.ly/1bmOC3U
    12 Nov 2013, 01:40 PM Reply Like
  • Patrick Young
    , contributor
    Comments (947) | Send Message
     
    This is why I am not a pro...yet: I didn't buy the Dec 21 $100 put in TSLA, which would have been a ten-bagger when I recommended it as a strategy on September 30 in this comment: http://bit.ly/16ZkY6C

     

    EDIT: Instead I took a wait and see approach. Oh well.
    EDIT: Let it be a warning to Axionistas on the sidelines long with a wait and see attitude.
    12 Nov 2013, 01:47 PM Reply Like
  • Al Marshall
    , contributor
    Comments (495) | Send Message
     
    I bought the TSLA Jan 2015 $18 puts a few months back when the stock was at $165. Despite the stock price falling about $28 the current bid on my options represents a 43% loss. It's a function of the spread primarily but they just aren't a liquid market this far in the future and this far out of the money.

     

    It's more of an entertainment bet but I am shooting for a major change in sentiment that would drive the stock down to that price level (such as we had from 1999 to 2000) which would give me a 10 bagger. Stuff like that Car and Driver article, a government investigation, and maybe a few more fires could make that a reality. My thought was that the likelihood of TSLA being discredited in this way was not priced into the options and is even less so given the data points we've seen in recent weeks.
    12 Nov 2013, 05:36 PM Reply Like
  • Articula
    , contributor
    Comments (245) | Send Message
     
    George Clooney outs Tesla

     

    http://on.wsj.com/19hGQqy

     

    Already liked Clooney - now I love him!
    12 Nov 2013, 02:58 PM Reply Like
  • geopark
    , contributor
    Comments (250) | Send Message
     
    Articula . . that link didn't work for me but a google search yielded this:

     

    http://bit.ly/1bsm50a
    12 Nov 2013, 03:05 PM Reply Like
  • Articula
    , contributor
    Comments (245) | Send Message
     
    I fixed :)
    12 Nov 2013, 03:19 PM Reply Like
  • Alphameister
    , contributor
    Comments (1428) | Send Message
     
    Starting to look like the damn dog ate TG's homework once again.

     

    There's an unsettling pattern here that ought to cast significant doubts about the quality of Axion's management. The power of the technology ultimately brought ePower and Rosewater back to the Axion universe, but why did they walk away from our company and its powerful technology in the first place? Others have not walked away but they have diddled and dawdled well past the time they were expected to place large orders. A year ago, most of us were convinced 2013 would be the breakout year for Axion. Now we're hoping 2014 will be that year. Some had anticipated explosive sales growth starting more than two years ago. I console myself with the rationale that fundamental progress during the past two years combined with the unrelenting pressure on the stock price have made AXPW more of a coiled spring than ever, But I'm beginning to think there is a reason at the top that the company's full potential might not be realized.

     

    I still believe the power of the technology will prevail and pull it all together eventually. But it sure gets frustrating contrasting the AXPW chart against the rest of the market and against the story we've been fed for so long. It seems to be a story that nobody with real money is willing to believe.
    12 Nov 2013, 03:10 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Arista, started out as WindTamer which was a complete scam of a electric turbine company. Migrated into some conglomeration of a wind, solar, storage, cat food company now run by a new CEO and former execs from ULBI. Paying their rent with company shares and getting some local gotta show some green company business and some DOD business as well. They have nothing I can see to offer and yet they are getting contracts based on relationships.

     

    EaglePicher Technologies Partners with Arista Power on New York City Demand

     

    http://bit.ly/1bsq2Sx
    12 Nov 2013, 03:30 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2483) | Send Message
     
    "Paying their rent with company shares" ... sound familiar?
    12 Nov 2013, 03:32 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Stefan, Yep. But they literally have found a landlord that was taking huge chunks of shares vs currency. Of coarse w/o restrictions and I can assure you the commercial real estate market is close to Detroit bad for old manufacturing sq. ft. here in Rochester NY.
    12 Nov 2013, 03:47 PM Reply Like
  • Poul Brandt
    , contributor
    Comments (271) | Send Message
     
    Did someone Loose confidence in TG's promise?
    Share at 0,112.

     

    If this continues, we may touch 0,10 before Friday.
    And in that case I will be doing some picking up of shares.

     

    We are certainly living in interesting times!
    12 Nov 2013, 03:53 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17254) | Send Message
     
    Poul: I think that regardless of confidence in TG, just the sheer number of shares available to the PIPErs at the $0.101x level would assure this sort of price sooner or later without big news.

     

    FWIW, I've still got my powder dry.

     

    HardToLove
    12 Nov 2013, 04:17 PM Reply Like
  • bazooooka
    , contributor
    Comments (2323) | Send Message
     
    When do the PIPErs get a new allotment? Last we all speculated that their ammo would run dry. Did they reload?
    12 Nov 2013, 05:40 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17254) | Send Message
     
    Bazooooka: JP has the schedule, but roughly they get a pre-payment near the start of each month and the "true up" near the end IIRC.

     

    I also suspect it's not *all* PIPErs, just most? I'm thinking that folks that bought in on the pump articles where the PIPE wasn't mentioned might have subsequently taken a look at the charts and maybe done a little DD and decided this wasn't for them?

     

    We'll never know though.

     

    The relatively low (percentage-wise, it was large in absolute volume terms) daily short sales today does make me think that PIPErs and MMs were responsible for most of the ~2.71MM trade volume though.

     

    If the PIPErs were trying to get the best price they may have been feeding slowly to the market prior to today to try and hold price a bit higher? So they likely had some shares regardless of when they got the latest batch? Maybe that's why price hung so long in that sideways channel?

     

    All guesswork,
    HardToLove
    12 Nov 2013, 06:41 PM Reply Like
  • RBrun357
    , contributor
    Comments (781) | Send Message
     
    If we assume that the Pipers and MM's are the volume sellers who are we thinking are the buyers right now? With TG looking potentially "iffy" on his delivery of "significant orders" then who would be doing all the 2.7 mil buying? Even at $.11 that is around $297,000.00!
    12 Nov 2013, 08:36 PM Reply Like
  • AlbertinBermuda
    , contributor
    Comments (693) | Send Message
     
    RB

     

    I agree with you.

     

    Millions of shares have been purchased over the last couple of years. They can't all have ended up in Axionista sock drawers.
    12 Nov 2013, 09:25 PM Reply Like
  • DRich
    , contributor
    Comments (4421) | Send Message
     
    >AlbertinBermuda ... No, not all the shares windup in Axionista sock drawers. It would be nice if that were true and it might be as a significant percentage of outstanding stock. But, nice as that might be, it is also a problem to have the shares so dispersed if your intent is to influence management from a shareholder base. There is no investor, brokerage, institution or other entity that has a large enough concentration of stock such that Axion has any need to pay attention to any outside opinion.

     

    Good, bad or indifferent, Axion is creature of management & the BOD. With Mr. Granville now part of both governing bodies it is more or less his playground. Probably was before unless there is another behind the scenes director. If anyone here on this forum feels so strongly that they want change at the top, then buy 10%, 20% or more of the float. We're not talking about a large amount of money here.
    12 Nov 2013, 09:47 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17254) | Send Message
     
    RBrun: Strange as it may seem, among others, the MMs may also be buyers.

     

    1. Investor says "sell" and order goes too MM
    2. MM shorts shares into market at "good price"
    3. Shares backing order take up to T+3 days to settle, landing in MM acct.
    4. Market prices fall
    5. MM sees opportunity for more profit
    6. MM does covering buy at lower price than shorted at
    7. MM is now net neutral: shorts covered at a profit
    8. Shares backing sell order hit MM acct - he's long @ low cost
    9. MM sells into market while holding price up a bit.

     

    As with normal traders and investors, MMs might be trading with each other too! Theoretically each operates totally independently and as one is dumping shares another might be doing covering buys.

     

    Now add in miscellaneous retailers who might buy from around the world. *If* any PIPErs are playing for a long position, they might buy some.

     

    Remember, at our current prices high volume is relatively easy because so many shares cost so little. Today we had a fairly large number of "larger" blocks trade, giving us the largest average trades size in almost 10 months.

     

    It's not surprising - that metric has been in a long trend up ever since the PIPE deal was announced.

     

    HardToLove
    13 Nov 2013, 05:46 AM Reply Like
  • AWOL ENGINEER
    , contributor
    Comments (33) | Send Message
     
    >DRich ... sorry I keep reading Doctor Itch in my head, is that Dee Rich?

     

    Anyway, many of those shares have been ending up in my sock drawer, and the armoire and the closet and I was well on my way to full percentage points until they authorized more shares. Instead of one person owning such a large percentage can we form some sort of private ownership group where we could discuss our opinions privately or is that what this forum is for?
    13 Nov 2013, 09:18 AM Reply Like
  • DRich
    , contributor
    Comments (4421) | Send Message
     
    >AWOL ENGINEER ... Yes, that Is just a plain "D" representing my name. If your desire is to herd cats then I'll applaud your efforts. This forum is about as close as an ownership group will ever be.
    13 Nov 2013, 09:32 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17254) | Send Message
     
    JFYI: Short interest remains lower, although still higher than it used to be a long time ago.

     

    __Date_ __Sht Int % Chg.
    Oct. 31, 0,715,557 +08.52
    Oct. 15, 0,659,402 -15.37
    Sept 30, 0,779,115 -06.93
    Sept 13, 0,837,170 -06.71
    Aug. 30, 0,897,432 -33.09
    Aug. 15, 1,341,174 +00.87

     

    HardToLove
    12 Nov 2013, 04:47 PM Reply Like
  • dlmca
    , contributor
    Comments (334) | Send Message
     
    Have sense some axioinistas are bailing

     

    Perhaps in anticipation of another TG failure

     

    Pipers may want $0.10 and lower

     

    Only concern I have is someone knows some thing unknown to us

     

    TG comes through Friday or sooner - or we must commit ourselves to do all we can to pressure for change at the top

     

    The long term result either way will be positive - but management is always key
    12 Nov 2013, 05:36 PM Reply Like
  • obieephyhm
    , contributor
    Comments (1558) | Send Message
     
    "Only concern I have is someone knows some thing unknown to us"

     

    I'm pretty sure there will always be things, probably a lot of things (and a lot of *really-important-thin... known to management that aren't known to us. Seems like kind of a silly statement, to me -- but that's just me. If one doesn't believe in the management, then I don't see why one would own the stock in the first place.

     

    I believe in the mantra of Zen and the Art of Investment Maintenance -- putting oneself in the position of having exacting expectations is the surest way I know of screwing up an otherwise good investment thesis.
    12 Nov 2013, 06:08 PM Reply Like
  • Al Marshall
    , contributor
    Comments (495) | Send Message
     
    Given that it doesn't look like we're going to get a separate press release on TG's news, it all comes down to the call. Personally, I am still taking TG at his word and expect the news will be part of the call (btw I am on record as picking the earnings date as the date for the press release - what is the prize by the way?).

     

    If TG doesn't deliver I would agree that his credibility will have been substantially compromised. I would expect the stock price will almost certainly fall below $.10 and the volume will quite likely break records. I won't sell my shares however, and I would hope that other Axionistas unless they have built their positions only recently.

     

    If there is no significant news then what will that mean? Other than TG's credibility, not that much more than what we've seen for the past four or five quarters. It still is quite possible that whatever TG felt so strongly about will happen (unless he states on the call that a deal fell through) in the coming weeks or months.

     

    If the market cap was $200m, or $100m, I would sell but at $20m we've fallen so far that there really isn't that much more falling to do except for the PIPErs $.10 red line. Even that could turn out to be a blessing if Axion makes one or two payments in cash (each payment saving something like 5m shares) then announces the significant sale that ensures that any future financing will be on far better terms.

     

    No, at this point, Axion has inflicted most of the pain it can inflict on me. The rest is mainly insult. That means that there is no objective reason for me, or in my opinion, other old timers to sell.
    12 Nov 2013, 06:02 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    APM, along with huge accolades there might be an opportunity to award the winner 3 low mileage Tesla model S's that shall contribute by far the best GHG emissions out of the entire fleet for the remainder of their lives. We'll have to see if we can round up enough Bit coins to gather the pieces of the award but it will make for a heated race for the remainder of the entrants.

     

    I wish you well with your TSLA put strategy. It's an interesting and IMO viable plan for a not overly long odds chance at making some pretty good returns. And as you suggest, the decision on initial timing and price does not have to be made in haste.
    12 Nov 2013, 06:23 PM Reply Like
  • raleigh731
    , contributor
    Comments (281) | Send Message
     
    APM, I'm with you. Of the three possibilities...Big Order Now...Medium Order to Come....Sorry, NO ORDER. It's almost immaterial. All three will be a catalyst for the coiled spring. One somewhat releases the spring, the second tightens the spring, and the third drops share price allowing axionistas the opportunity of lowering their average price, and tightening the spring. I don't think even situation 3 breaks the spring.
    12 Nov 2013, 06:49 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Raleigh, Not looking to debate at any great length the point about what level of deliverable is critical or not but I just can't get my arms around the point in my mind that sales and hitting targets are not critical for a company at any stage of it's life as a commercial entity. I could see where if a company had a proven product with a known market one might apply the spring notion to an order timing delay. We do not have any such history with Axion. We think we see signs they are on their way but the path is far longer than almost anyone could have imagined, the trip is far more expensive than most could have fathomed and we keep missing points along the way where we though we would see relayed signs from out leader which would also deliver provisions in support of our crusade. I think that's a pretty good reason we're seeing wagons turn back with emptier treasure chests and weary weather worn faces.
    12 Nov 2013, 07:23 PM Reply Like
  • raleigh731
    , contributor
    Comments (281) | Send Message
     
    ii, I don't disagree with you that sales are necessary. I mentioned before that I was involved with broadcast sales for my entire career, and one of the sales forecasting tools was the "sales funnel". You may have seen it if you were in sales somewhere in your career. In the funnel, you listed all of your accounts that you expected to close, those that you were just contacting, and those that were somewhere in between. I guess I just see a lot that is in the sales funnel for Axion. Unfortunately, two of the biggest prospects who also have the most probability of coming to fruition are the ones that are in no hurry at all to take that step (BMW and NSC). But I still think they will happen. If E-power had started with Axion rather than waste the time on that other battery technology, our sales would already be trending up. The PC, seems like it might be time for it to come out the other end of the funnel as a sale. If so, that real world exposure should generate more sales. My concern is that with so many putting as much emphasis on this conference call as if it were make or break, I don't think it is true, and unfortunately, if enough do think it is make or break, it will become self-fulfilling. I'm also looking at all of the info coming out where axion is highlighted, starting with NSC's 999, and the rumored training of switcher engineers. The BMW tier one battery connection and bi-weekly meeting, the recent info re-enforcing the Asian auto mfg. and the PC's for islands, the California grid situation. They are all somewhere in the funnel, and the funnel is fuller than it has ever been. Then add in the stockpile of carbon sheeting. I can understand the anxiety of axionista shareholders who are a lot more "veteran" than I am. I've been holding for about 2 years and my cost avg is about 20 cents, so I'm not too bad as far as my unrealized loss, so far. But I would truly hate to see some of the others walk away from this potential because of a conference call miss. My dilemma right now is do I buy more now, or after the call? I am, unfortunately, an unabashed optimist and bull headed, too. Maybe a bad combination.: )
    12 Nov 2013, 11:46 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Raleigh, I think we're on the same page concerning our weighting of the possibilities in the sales "funnel". My biggest concern is in applying credence to the weight of what TG shares. He, in my view, is not getting better with age as I watch his abilities from afar and weigh his performance based on what little I have for information.

     

    I do not like to look at cost basis as a reason to buy, sell or hold. The cost of the investment and the reasons for holding need to be weighed at certain points in time. Ideally real time but this is not possible. The fact that one is up or down in a position has little to do with the value of the asset at any given moment in time. As we are human this is very hard if not impossible to do but it is IMO a fact.
    13 Nov 2013, 06:26 AM Reply Like
  • greentongue
    , contributor
    Comments (731) | Send Message
     
    I believe the "Make or Break" is the trust in TG and not in the product.

     

    There is little concern remaining that there are misrepresentations of the product. It does what it claims. The problem is getting that word to the people that need what it does, in a timely fashion.
    13 Nov 2013, 08:28 AM Reply Like
  • Ranma
    , contributor
    Comments (1401) | Send Message
     
    I bet all that will be revealed at the CC is more "progress" along what we already know. Not that that's a terrible thing, but that there hasn't been any disclosure worthy single sale yet. I will be appeased with any firm date for NSC or BMW ramp up.
    12 Nov 2013, 07:29 PM Reply Like
  • Amouna
    , contributor
    Comments (1455) | Send Message
     
    TG misinterpreting strong "interest" in Powercubes from customers, and putting himself on the line unnecessarily (no one pressured him to do so) by promising significant orders by this friday's conference call, strikes me as a very amateurish way of raising expectations among shareholders. Not that he hasn't done it and disappointed in the past!

     

    But again part of me sides with APM in thinking that this time he will deliver, simply because there is so much credibility at stake.
    12 Nov 2013, 07:48 PM Reply Like
  • LabTech
    , contributor
    Comments (1766) | Send Message
     
    I think it's a foregone conclusion that there won't be an announcement before the CC about PC sales. So then the question will be why? I'll be listening to hear if Mr. Granville can give a reasonable explanation why no sales have taken place, considering his statements from the last CC and the shareholders meeting.
    The other key thing I will be listening for is an update on how the negotiations with the tier one battery manufacturer are going. Some kind of update on NS would be nice, but the reality is that NS moves at its own speed and nothing will happen there until NS decides it will. Same with BMW.
    12 Nov 2013, 10:10 PM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    I think that corporate management (ie, TG) is feeling very pressured, and in particular was under intense pressure at the last earnings call. Its very understandable for such a situation to drive a CEO to make promises he truly, dearly - even desperately - wanted to fulfill.

     

    Of course, that is also a very good indication that those promises are likely to fail.

     

    I believe the bulk of the new shares over the past few months have flowed toward the primary Axionista group (which overall seems quite stable), with a resulting support level barely above $.10. During the recent "pop" based on nothing more than TG-world promises and some pumping in the media, however, we saw some momentum players entering the playing field (the usual denizens that haunt penny stock tout sheet picks). This group will NOT stick around long, either selling into the strength generated by good news, or dumping when no short term promises are met. They will tend to exaggerate any normal price action, of course.

     

    In the event that we see another TG fail event, I would anticipate a steep drop in price, probably well under $.10, if only because of the combination of the departure of the momo crowd plus the normal pressure from the PIPErs, although I do believe we will shed more Axionistas who either depart in disgust, or trim positions to meet their own trading rules.

     

    The upside is capped by the PIPE conditions as well, but even so we could see a quick double from current levels if the news warranted it.
    13 Nov 2013, 08:28 AM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Hybrid Supercaps / batteries, Ho hum. Who wants that?

     

    Energy Storage Advances Keep Coming

     

    "Another technology I’ve been watching is super capacitors. To understand this you have to look at energy versus power. When you make a battery, you either optimize the battery to have a lot of energy, meaning that it can store a great deal for a long time, but if you want a burst of power, for example as you would in an electric car, you would optimize for that burst capability. Those two things turn out to require different chemistries. So if you’re trying to make a battery for an electric vehicle which has a goal of several hundreds of miles, the requirement that it provide a burst of power, takes a lot of those miles right off the top. So what we’re starting to see now is the use of ultra capacitors, or super capacitors, that can be combined with batteries to provide that burst of power as well as storage, or the best of both worlds."

     

    http://bit.ly/HLI5YV
    12 Nov 2013, 08:19 PM Reply Like
  • froggey77
    , contributor
    Comments (2768) | Send Message
     
    This is an old post but a goodie for those who have trouble wrapping their minds around the scale of energy storage renewable energy would require.

     

    A Nation-Sized Battery
    Aug 2011
    A guest post by Tom Murphy. Tom is an associate professor of physics at the University of California, San Diego.

     

    http://bit.ly/ueHJPy
    12 Nov 2013, 10:46 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Batteries don't work due to all the things we know.Bang head on wall. Watch Axion. Rinse and repeat. :-(

     

    Interesting comments on cap .degradation.

     

    Graphene Supercapacitors Ready For Electric Vehicle Energy Storage, Say Korean Engineers

     

    http://bit.ly/1cTm6xt
    12 Nov 2013, 11:04 PM Reply Like
  • Masi
    , contributor
    Comments (422) | Send Message
     
    What is the cost and can that be substituted or infused with the PbC technology we already have?
    13 Nov 2013, 12:48 AM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Masi, All information posted indicates the cost is too high and the tech. is years out anyway. They need to go through years of scaling and validation just like any other technology.

     

    So we wait and watch to see if Axion can find a partner for automotive which will be the sign that it's passed the litmus test.
    13 Nov 2013, 05:53 AM Reply Like
  • Occam's_Razor
    , contributor
    Comments (1137) | Send Message
     
    I believe it was HTL that speculated that, if anything, TG's promise of "orders to talk about by/on the next CC" was nothing more than a jawboning attempt to keep AXPW from trading sub-.10c for as long as possible.

     

    You can put me in that camp. On Friday, TG will state that "we're so close folks... just a little more time...and....."

     

    But I'm not expecting sales on the CC on Friday. I think if he has/had something, we'd already have heard about it. Tomorrow is Wednesday.

     

    I'm with apmarshal: I'm not selling a single share. Not because I believe in MGMT, but rather, at 20 million market Cap... it's a moot point. I'm very much like the Captain in the movie version of Titanic... I hear all the noise, I see/feel all the panic... but at the end of the day, I know I will still go down with the ship.
    12 Nov 2013, 11:51 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17254) | Send Message
     
    O.R.: "... , I know I will still go down with the ship".

     

    YIKES!

     

    I prefer "... like the Phoenix, will rise from the ashes".

     

    There - I feel better now.

     

    HardToLove
    13 Nov 2013, 05:58 AM Reply Like
  • Amouna
    , contributor
    Comments (1455) | Send Message
     
    Occam,

     

    I think we are far away from failure, as admitting that means that You believe Axion will never make it successfully to commercial stage and that the last 10 years for its management and employees and shareholders have been a pure waste of time.

     

    I still believe the technology is superior and has its merits, but the sales strategy is not working so well. Maybe it's time for a strategy change at the top.
    13 Nov 2013, 07:09 AM Reply Like
  • LabTech
    , contributor
    Comments (1766) | Send Message
     
    HTL,

     

    "I prefer "... like the Phoenix, will rise from the ashes".

     

    If Axion rises from the ashes, then we will all have been flushed in BK when it happens. I'd prefer that they don't get to the "ashes" point.
    13 Nov 2013, 08:22 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17254) | Send Message
     
    LabTech: To me the ashes are the depths of despair exhibited on this board combined with the price depression caused by the PIPErs (I assume the bones they would normally leave behind turn to ashes).

     

    HardToLove
    13 Nov 2013, 10:45 AM Reply Like
  • Al Marshall
    , contributor
    Comments (495) | Send Message
     
    OR: Agreed. Much more articulately stated.
    13 Nov 2013, 11:02 AM Reply Like
  • Occam's_Razor
    , contributor
    Comments (1137) | Send Message
     
    H.T.L: Well... I do *live* in Phoenix.... hopefully we all "rise from the ashes"...
    13 Nov 2013, 01:26 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17254) | Send Message
     
    O.R: That's my hometown, although I haven't lived there since the population was a bit under 2MM.

     

    Since I hate large towns I couldn't wait to leave last time I visited out there.

     

    HardToLove
    13 Nov 2013, 01:39 PM Reply Like
  • Masi
    , contributor
    Comments (422) | Send Message
     
    Frog
    Reading some of the comments on that article led me to some NAS (sodium-sulphate) battery projects and I was curious about the cost of this technology. There was a fire in one of the instalations in 2010 and another, time not disclosed. http://bit.ly/19iXciG

     

    "NGK began shipping NAS batteries in 2002 and since then they have been installed in a total of 174 locations in 6 countries around the world, storing 305,000 kilowatts of electricity. In February 2010, a fire broke out in an NAS battery operating at a customer's business premises. However, the NAS battery that caused the fire was a different, special type of battery. NGK implemented preventative measures with respect to this special type of battery, as well as re-confirmed the safety of all NAS battery types. NGK regrets there has been another fire despite these efforts."

     

    On 6/7/2012 a report was issued on the cause.
    http://bit.ly/L6En6F

     

    Does anyone know the cost comparison between the NAS bat and our PbC? NGK had to order the shutdown at all their battery installations for two years. That would kill us. Just what is the potential for fire with the PC setup? How hot do they get under extreme demand? I'm sure these are the questions and solutions TG and the rest of the employees at AXPW have taken all this time to work out.
    13 Nov 2013, 12:07 AM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Looks like they took the BA approach which is to consider cell failure a probability in large populations and to add significant cost for detection and containment. This means the cost has gone up quite a bit and customers /insurance companies will have to add this to their list of cons for consideration of the technology.
    13 Nov 2013, 06:05 AM Reply Like
  • Masi
    , contributor
    Comments (422) | Send Message
     
    I found an old (4/14/08) answer to one my questions "Nagoya-based NGK's sodium-sulfur units, costing about $2.9 million per megawatt".
    What is our cost /mgwt?

     

    This was before the two fires so I'm sure that price has gone way up since then.
    http://bit.ly/1btqKPp
    13 Nov 2013, 12:24 AM Reply Like
  • DaveT
    , contributor
    Comments (170) | Send Message
     
    $320k PC sale
    http://bit.ly/HXz7aC

     

    announced today that the Company has received a purchase order, along with a substantial down payment, for a PowerCube™ to be commissioned into a solar project. The Cube will provide storage for energy created by the solar panel system and also service the frequency regulation market. The $320,000 purchase order includes batteries, racks, wiring, data communication system and electronics coordination (electronics and power system to be provided by Owner). The project has been in the works for some time and the Company expects to ship all equipment to the site in the current quarter of 2013, with installation to begin immediately.
    13 Nov 2013, 07:45 AM Reply Like
  • DaveT
    , contributor
    Comments (170) | Send Message
     
    Well, it's a start! At least it is imminent delivery.

     

    Now where's the next 10.
    13 Nov 2013, 07:48 AM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Well I shouldn't look a gift horse in the mouth but I have to critique the ivory.

     

    1. Why is it that almost every other company that makes such an announcement can give detail on the customer and some, at least small level, of detail on the application besides "solar plus frequency regulation"?

     

    2. No information on the size of the cube other than financial and a small amount of cube content so you know why it's a little cheaper because there is no inverter? Perhaps early on I can understand why for competitive reasons.

     

    Again, It's a good thing but I prefer to look at the menu and order on more detail than "sandwich".
    13 Nov 2013, 08:40 AM Reply Like
  • metroneanderthal
    , contributor
    Comments (1499) | Send Message
     
    ii,
    It is almost like we are selling nukes on the black market.
    13 Nov 2013, 09:03 AM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Metro, Very Good. I think you captured that perfectly.

     

    I will make one thing clear though. It seems we think they are darn good nukes! ;-P
    13 Nov 2013, 10:24 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17254) | Send Message
     
    CUSTOMER # 1 per DRich criteria?!

     

    HardToLove
    13 Nov 2013, 10:46 AM Reply Like
  • DRich
    , contributor
    Comments (4421) | Send Message
     
    >H.T.Love ... Wouldn't that be ironic if the first sale that met my criteria was one that only bought half a PowerCube? Everything about this spells demonstration project to me, so I'm not going to put it up as a Customer No. 1 sale.
    13 Nov 2013, 11:01 AM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    The only way I believe I would view this as Cust. 1 would be if this were a project with Rosewater, which would be ironic, to say the least.
    13 Nov 2013, 01:03 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17254) | Send Message
     
    TB: If it were first install for a large something - co., service corp, ... - I think it could be C # 1.

     

    They might start small, prove it out, have a place where others could see it, ... and just grow and grow and grow ...

     

    In a way, like NSC. One switcher, prove it out , ...

     

    HardToLove
    13 Nov 2013, 01:42 PM Reply Like
  • DRich
    , contributor
    Comments (4421) | Send Message
     
    >H.T.Love ... I hope it wouldn't work out like NSC. The railroad has had good things to say but, as yet, haven't provided evidence the thing is capable of movement let alone doing work.
    13 Nov 2013, 01:55 PM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    I keep telling you guys, the 999 is NOT a locomotive. Its a top secret, heavily disguised, high tech dust collection device.
    13 Nov 2013, 01:58 PM Reply Like
  • DRich
    , contributor
    Comments (4421) | Send Message
     
    >tripleblack ... I've not completely given up on seeing the BP4 roll but I have on my previous idea that it would become a successful commercial product. Except for uses internal to Norfolk, I think it has completely missed the best opportunity in a century to sell switching specific locomotives. If it were to roll today it wouldn't field trial & qualify to sell to other roads before 2016 and with 2017 regulations coming, with probably 3,000 compliant built gensets, the next opportunity begins mid-2020's.

     

    Oh, well. Switch engines are and have never been of much interest to Tier 1 roads. The original build of the NS999 was a push for meeting this schedule. I wish they had started with Axion's PbC.
    13 Nov 2013, 02:45 PM Reply Like
  • Fleet242
    , contributor
    Comments (27) | Send Message
     
    DRich,

     

    I think it is a demonstration project for Princeton Power for several different reasons, but mainly due to the lack of inverters. Also, they tried storage with Lithium which didn't have all of the kinks worked out. If they want NJ energy storage business they might realize they need a battery which is reliable.

     

    Fleet
    13 Nov 2013, 03:11 PM Reply Like
  • iindelco
    , contributor
    Comments (8764) | Send Message
     
    Fleet, I think that's a good theory.

     

    There are however a few other reasons why someone might buy the expensive inverter separate. I did things like this many times when buying capital equipment to avoid mark-ups on high dollar items that the system integrator was adding no value added to. Also this might be a sign of how the relationship is structured with the partner Axion mentioned. They might wish to be noted as the integrator and take on the engineering role for the system level engineering. Just some other plausible reasons along with your reasonable theory.

     

    BTW, if this is the way the partner wants the relationship structure I'm fine with it. I want Axion to make sure their partners are applying their technology well and to sell PbC's.
    13 Nov 2013, 03:33 PM Reply Like
  • Fleet242
    , contributor
    Comments (27) | Send Message
     
    If, If, If Princeton or anybody wants to be an "integrator" with the management of projects and sell commodity PbC batteries, then as an investor in AXPW, I think that is an even trade.

     

    More Sales and less technical advice is far better than all technical advice and no sales.
    13 Nov 2013, 03:49 PM Reply Like
  • jveal
    , contributor
    Comments (652) | Send Message
     
    Just received e-mail that Axion made $320,000 power cube sale.

     

    NEW CASTLE, Pa., Nov. 13, 2013 /PRNewswire/ -- Axion Power International, Inc., (OTC QB: AXPW), the developer of advanced lead-carbon PbC® batteries and energy storage systems, announced today that the Company has received a purchase order, along with a substantial down payment, for a PowerCube™ to be commissioned into a solar project. The Cube will provide storage for energy created by the solar panel system and also service the frequency regulation market. The $320,000 purchase order includes batteries, racks, wiring, data communication system and electronics coordination (electronics and power system to be provided by Owner). The project has been in the works for some time and the Company expects to ship all equipment to the site in the current quarter of 2013, with installation to begin immediately.
    13 Nov 2013, 07:46 AM Reply Like
  • jveal
    , contributor
    Comments (652) | Send Message
     
    WSJ picks up press release.

     

    http://on.wsj.com/1bD1oNc
    13 Nov 2013, 07:55 AM Reply Like
  • LabTech
    , contributor
    Comments (1766) | Send Message
     
    It's a start, but I don't like the fact that they don't reveal who made the purchase order. Why the secrecy? Now we have NDAs for purchases?
    13 Nov 2013, 08:27 AM Reply Like
  • Valleywood
    , contributor
    Comments (649) | Send Message
     
    LabTech, buyers at this level are the ones with NDAs. Not the seller.

     

    The more potentially powerful a buyer the more likely and confining an NDA is likely to be.

     

    Don't know about this particular case, but that's the point. We might be shocked if we knew the identity of the buyer, and they might not like that at all.

     

    Who knows?
    13 Nov 2013, 10:49 AM Reply Like
  • LabTech
    , contributor
    Comments (1766) | Send Message
     
    VW,
    I agree that it is most likely the buyer who demanded their name not be used. Considering TG's previous statements on the last CC and shareholder's meeting, this press release seems to have been the situation where he went to the buyer and said, "you gotta let me say something before the next CC", and so this is what he got.
    I do hope TG will be able to talk about they system a little more on the CC. I would at least like to know how many kWs $320,000 buys.
    13 Nov 2013, 12:29 PM Reply Like
  • nogoodslacker
    , contributor
    Comments (864) | Send Message
     
    My guess is that it is some evil genius who needs to power his secret lab off the grid. That would explain the secrecy.
    13 Nov 2013, 01:14 PM Reply Like
  • mrholty
    , contributor
    Comments (824) | Send Message
     
    This is how I imagine Rick Krementz who used to post here.
    13 Nov 2013, 01:30 PM Reply Like