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  • Fancy Pants
    , contributor
    Comments (36) | Send Message
     
    Thanks APC. Good to see ya.
    25 May 2014, 07:46 AM Reply Like
  • carlosgaviria
    , contributor
    Comments (798) | Send Message
     
    Buenos dias!!

     

    Here I am!!

     

    Saludos-Carlos
    25 May 2014, 08:06 AM Reply Like
  • greentongue
    , contributor
    Comments (961) | Send Message
     
    A fresh re-start. Fitting for the upcoming announcements on truck and train, which are themselves not the first iteration.
    25 May 2014, 08:09 AM Reply Like
  • John Petersen
    , contributor
    Comments (30435) | Send Message
     
    I want to thank APH for calling time out and thank jakurtz for stepping into the breach with some badly needed support.

     

    The last few days have given me a chance to reflect on recent slippage in my courtesy quotient. Since I'm a firm believer in the idea that friends should know how to disagree without being disagreeable, I'm going to try very hard to take my game up a notch or two and recognize that we all have a common goal even when our opinions on the best way to achieve the goal differ.
    25 May 2014, 08:13 AM Reply Like
  • nakedjaybird
    , contributor
    Comments (2840) | Send Message
     
    Confession time - regarding reading or following APH comments, I have basically reduced my reading to following JP's comments, for a variety of selfish reasons. Some may call that a troll. I call it reading what counts in the limited time desired. If the rest (majority) of APH comments reached the caliber or content nature of JP's I would spend more time, etc. So I understand some of the disinterest if it is of that nature. I trust this comment is not understood so much as a negative comment but more of constructive positive for what it takes to keep or make this string interesting and better. It will never be what it was early on as for being educational and instructive and the fact or fiction dividing line for much of what we all learned or were learning about the battery (and batteries) and the various applications. We all know so (make that soooooooo) much more today.

     

    So my vote would be for fewer comments of higher quality. Stop trying for the records but provide info that is meaningful. That's a win, win and hopefully extends the life of APH by minimizing excellent contributor drop offs and maximizing the unnecessary. And therein lies one of my measures: who we've lost. And another measure is what we've gained.

     

    And so it goes.

     

    Happy Memorial Day.

     

    PS - as for the APH existence, any job is easy for the guy that doesn't have to do it. So thanks.
    25 May 2014, 12:06 PM Reply Like
  • bazooooka
    , contributor
    Comments (3431) | Send Message
     
    And so it goes...
    25 May 2014, 09:07 AM Reply Like
  • H. T. Love
    , contributor
    Comments (18427) | Send Message
     
    My EOD stuff for Fri., 5/23 ...
    05/23/2014: EOD stuff partially copied to the concentrator.
    # Trds: 55, MinTrSz: 25, MaxTrSz: 25764, Vol: 460894, AvTrSz: 8380
    Min. Pr: 0.1575, Max Pr: 0.1649, VW Avg. Tr. Pr: 0.1618
    # Buys, Shares: 44 333594, VW Avg Buy Pr: 0.1623
    # Sells, Shares: 11 127300, VW Avg Sell Pr: 0.1606
    # Unkn, Shares: 0 0, VW Avg Unk. Pr: 0.0000
    Buy:Sell 2.62:1 (72.38% "buys"), DlyShts 257650 (55.90%), Dly Sht % of 'sells' 202.40%

     

    VWAP improved 1.88% today, unfortunately on a day that volume fell ~20%, suggesting little strength in the move higher. This means I consider my recent belief we'd start moving towards testing the $0.15 support again still to be the likely near-term move. Since, again, one day doesn't make a trend, we'll have to continue to wait and see what develops. I still think the fact we're hanging around the $0.16 area is a positive sign. It also reinforces my assessment that we are indeed consolidating.

     

    Yesterday's daily short percentage, the third highest I've recorded, began a return to “normalcy" today at 55.9%. It's a wee bit odd ...

     

    Today's price behavior didn't do anything to make a call on “what's next” easier than yesterday. Conflicting signals – higher high and VWAP combined with lower volume – make this a period of uncertainty, especially when the conflicting oscillator behavior is added to the mix. Adding the fact that 50-day SMA of $0.1581, which finally broke the trend of weak deterioration near-term, still seems to provide support and will now rise, very minimally for three or four days, makes it even more difficult.

     

    Until something becomes more clear, I'm just sticking with consolidation in the $0.15 - $0.18 range.

     

    In my non-traditional TA area, VWAP finally broke the trend of going lower ...

     

    Today my newer experimental inflection point calculations, which have been suggesting weakness, made an anemic attempt at improvement. That's always good but the numbers just aren't large enough ...

     

    The rest is in the blog here.
    http://seekingalpha.co...

     

    HardToLove
    25 May 2014, 10:30 AM Reply Like
  • dlmca
    , contributor
    Comments (385) | Send Message
     
    Time outs are good

     

    Thank again APH and to jakurtz too

     

    Continued patience...Entrepreneu... story and one that is starting...just starting... to get a little traction
    25 May 2014, 11:09 AM Reply Like
  • john lowe
    , contributor
    Comments (16) | Send Message
     
    On behalf of the lurkers, Thanks APH, JP, and all the active participants. Your contributions are much appreciated!
    25 May 2014, 11:25 AM Reply Like
  • ScotlandGuy
    , contributor
    Comments (6) | Send Message
     
    Hi All,

     

    I have been lurking on this board for over a year. Before that I have followed AXPW with great interest for around 5 years, buying in and out on occasion. I got to know AXPW and be interested in the broader area of battery storage technologies by reading JP's excellent articles and analysis for many years. Of course the Yahoo board is useless; by contrast, the APC series have been a phenomenal way to understand this stock and get detailed information/DD, dug out by the many posters. Recently, the board has seemed a little too off-topic, all-over-the-place at times. But, it is easy to skim through these contributions. I am a university Professor of Chemistry and the novelty of the AXPW technology, its unique promise and applicability really excites me. I have accumulated many hundreds of thousands of shares and am holding long term for the big enchilada.

     

    Regards to all,

     

    Scotland Guy

     

    Re: I have traveled to Scotland many times. lived there for 2 years in the 70s and have a real affinity for the place.
    26 May 2014, 08:51 AM Reply Like
  • H. T. Love
    , contributor
    Comments (18427) | Send Message
     
    Welcome ScotlandGuy!

     

    I suspect your profession will allow many informative comments as your time and interest permit. I look forward to them.

     

    Your big enchilada is on order and cooking as we "speak", but patience to allow the chef all the time needed is required. But you know that.

     

    To help pass the time we have these lovely shades of paint, with which you can entertain yourself for hours, weeks, ... nay years!

     

    If they dry out, we have more! ;-))

     

    HardToLove
    26 May 2014, 09:38 AM Reply Like
  • 23808
    , contributor
    Comments (87) | Send Message
     
    Call to all lurkers - Interesting poll
    If we all click like on John Lowe's comment, it will give us an idea how many active lurkers on this APH.
    25 May 2014, 11:33 AM Reply Like
  • obieephyhm
    , contributor
    Comments (1595) | Send Message
     
    @ 23808: and how do you arrive at that conclusion?
    25 May 2014, 11:42 AM Reply Like
  • Mr Investor
    , contributor
    Comments (3091) | Send Message
     
    23808, as of my writing this comment, 47 Likes. That is just about the most I've ever seen.
    26 May 2014, 11:12 AM Reply Like
  • nakedjaybird
    , contributor
    Comments (2840) | Send Message
     
    Mr Investor and friends - Consensus does not prove greatness; look who won the vote to run the US.

     

    As for Lowes comment, "On behalf of the lurkers, Thanks APH, JP, and all the active participants. Your contributions are much appreciated!"

     

    It is clear to me that there is a difference between real contributors and noisy participants [commenter's all]. "Like" votes can come from either kind, plus real lurkers (non-contributors and non-participants, or non-commenters).

     

    Hey, as of right now, even my "snarky" comment above got 50% of JP's contribution (40 Like's for JP; 19 for NJB).

     

    And I really don't know how valid that is except 19 likes for my snark (actually truth telling) is the highest ever for me, I think, without looking.

     

    What's sad is that this comment of mine here is the kind of comment I'd like not to see in APH.

     

    So please don't remove it as it is really for instruction.
    .
    27 May 2014, 09:25 AM Reply Like
  • Mr Investor
    , contributor
    Comments (3091) | Send Message
     
    njb, Hard to say what it means, if anything.

     

    But I think it's impressive that we have at least 61 viewers who thought it worthwhile enough to log in, read and click Like. Many blogs probably would be lucky enough, if they even exist, to get 10 or 20?
    27 May 2014, 10:33 AM Reply Like
  • 23808
    , contributor
    Comments (87) | Send Message
     
    When I asked all lurkers to click like on John Lowe's comment, my only intent was to see how many lurkers on this board.

     

    Nothing else!!! On top of it, I thought John Lowe's comments were neutral enough that all lurkers can click like.

     

    For all those lurkers who were not comfortable to click like on John Lowe's comments, please click like on my comments.

     

    27 May 2014, 12:30 PM Reply Like
  • RBrun357
    , contributor
    Comments (791) | Send Message
     
    23808,

     

    Thanks for that poll, I find the number of "likes" very interesting.
    27 May 2014, 12:45 PM Reply Like
  • GambleAholic
    , contributor
    Comments (103) | Send Message
     
    rbrun, 73 and counting is incredible
    28 May 2014, 01:02 AM Reply Like
  • RBrun357
    , contributor
    Comments (791) | Send Message
     
    Perfect.
    28 May 2014, 08:38 AM Reply Like
  • mds5375
    , contributor
    Comments (163) | Send Message
     
    APH - Thank you for your past and present efforts.

     

    No one realizes the amount of work and patience required to perform a public service until they actually do it. When they do, they find out that they never hear praise - only the opposite. So here is some well-deserved praise and thanks.

     

    I sincerely hope that the needless repetition is avoided, and vitriol vanishes. But I expect that it will be the price to pay for having interesting insight and news

     

    Thanks again.
    25 May 2014, 11:56 AM Reply Like
  • magounsq
    , contributor
    Comments (990) | Send Message
     
    Another tip of the hat to APH.

     

    When reading other JP articles, especially re TSLA, I have also found myself just reading JP's responses...if he's acknowledging a sound, cogent unemotional comment, I then read that comment.

     

    Too many articulate, well meaning and solid contributors (pro and con) to have the APC content to deteriorate to that level.
    25 May 2014, 12:23 PM Reply Like
  • 42itus1
    , contributor
    Comments (232) | Send Message
     
    Thanks APH, et al, and jakurtz,

     

    I've never seen a reset button I didn't appreciate, except when they no longer function! Regular maintenance and not pushing a system to the edge of its' capabilities/limits is a much better course. Or, in investor terms, the APC is NOT 'too big to fail' , though the loss would be substantial to those of us who enjoy and rely on the APC as a resource.

     

    John Petersen has now stepped forward with new insights on his posting strategies and I am sure he can still be passionate with his perspective without a pejorative tone. I hope other poster's can/will follow suit.

     

    Though it may be too much to ask, I hope the APH will, going forward, nail us on our misbehavior's before we slip too far down the slope.

     

    Thanks also to Mayascribe for creating this addiction (the APC) for my consumption and distraction! <snark>
    25 May 2014, 12:27 PM Reply Like
  • 42itus1
    , contributor
    Comments (232) | Send Message
     
    I am seeking clarity on the comments I have read suggesting a 100 million outstanding share number (post RS) as though this came from the company in some fashion. This number being substantially less than the current 350MM authorized shares. If not from the Company, what is (was) the origin? Also, would this mean 100 MM after OR in addition to the number of shares attributable to the reverse split?

     

    Other discussions here have focused on the need for one or multiple financing's going forward for simple operating capital. Previous discussions on the APCs were joyous reception of Mr. Granville's assertion that future financing's would be for expansion of some kind. I took this to mean something beyond simple operating capital. I understand expansion could mean new affiliations with manufacturing partners, or building new automated carbon sheeting lines, or new sales staff, or pursuit of ... While the term expansion is as ambiguous as our other favorite words, significant and substantial, I am not aware of actual Company assertions of implementing or defining any "expansion" plans. Have I missed anything official on this question of "expansion" financing?
    25 May 2014, 09:03 PM Reply Like
  • John Petersen
    , contributor
    Comments (30435) | Send Message
     
    The second preliminary proxy seeks authorization for a reverse split of not less than 1 for 20 and not more than 1 for 50. It also includes a second proposal to reduce the number of authorized common shares to 100 million concurrently with the reverse split. Assuming, for example, a 1 for 20 reverse there would be about 11 million shares outstanding and 89 million authorized and unissued.

     

    I have not heard any details on how much financing Axion will seek or what the uses of proceeds might be.
    25 May 2014, 09:35 PM Reply Like
  • PbC Believer
    , contributor
    Comments (258) | Send Message
     
    So John, with just the minimum split of 1:20 we would be handing management would about 8x as many authorized and unissued shares as there would then be issued shares. If the split is 1:40 the ratio goes to 16x, are they kidding me?

     

    This is just plain 'in your face' absurd and I will still be voting no. What management is asking for is unfettered liberty to do whatever they please with no accountability to the shareholders - and no John NASDAC will not have our backs going forward. TG has gone over the top with this move to emasculate the shareholders.

     

    Vote No.
    27 May 2014, 10:48 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2661) | Send Message
     
    On two separate occasions long time posters on this site recounted experiences where they had discussions with TG and the posters believed it was made clear to them that "the next financing" would be for expansion plans only. The first time that proved to be incorrect.

     

    The last time that happened was at the annual meeting and I spoke with APM about this conversation at length afterward. We are about to go through the next financing, but given the lack of accuracy TG has demonstrated in making predictions, I can't give it too much weight.
    27 May 2014, 11:38 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2661) | Send Message
     
    PbC Believer - While I generally agree with you that NASDAQ will do little to protect us shareholders, ultimately I think the authorized share count is a distinction without a difference. Either things begin to fall in line for Axion or legacy holders will be wiped out.

     

    Hopefully, NS 999 and ePower begin to turn some heads, but while I have never sold a share (perhaps naively), my gut is currently telling me, and been telling me for some time, that we have awhile to wait.
    27 May 2014, 11:44 PM Reply Like
  • PbC Believer
    , contributor
    Comments (258) | Send Message
     
    Stefan - Management’s request that we, the present shareholders of AXPW, authorize at least 8X the number of shares that have been issued in the entire ten year history of this company is not a benign request. Giving management and the BoD this huge discretionary use of that many shares could prove to be terribly detrimental to all who presently own shares in AXPW, while at the same time proving to be a boon to management and to the future shareholders involved in management’s plan. We who are asked to vote in this matter and who could easily be harmed by management’s use of the shares in question should be told the nature of their intended use with the greatest specificity possible .

     

    Perhaps it is not illegal for Axion's management and BoD to ask for the authorization of this potentially devastating number of shares without providing any basis for doing so, but I think that it should be illegal to do so. This is being handled by Axion like a bill in congress where the main objective of the bill (a listing upgrade) is good and purposeful but to which a rider has been attached that is potentially and sometimes blatantly detrimental. These tactics are wrong in congress and they are equally wrong in this situation.

     

    To my mind, asking us for something of such major consequence without explaining to us exactly why you want it falls into the category of a 'lie of omission'. Such behavior is not the way to gain or retain the trust and respect of the present shareholders.
    29 May 2014, 01:48 PM Reply Like
  • Retired Aviator
    , contributor
    Comments (2252) | Send Message
     
    PbC> I basically agree except my concern is not that the Board might have some nefarious objective. I'm sure it does not. I'm more concerned that the number of Authorized shares was simply treated in a cavalier manner with little thought.

     

    Even after they heard our objections, the reduction to the nice round number of 100 million was obviously given little thought. We the shareholders including you, myself and others have given cogent and powerful reasons such as disenfranchisement why 100 million is still far too long a leash.

     

    This does not reflect the kind of shrewd thinking I would like to see in my BoD. While they may be adequate and competent it makes me fear they will not excel in approving future deals of all kinds on behalf of legacy shareholders. They either don't see or don't care about the potential for unintended (or intended) consequences to shareholders of an 8x authorization blank check.

     

    Cutting deals like new equity infusions is a chess game where you want to be represented by the player that sees ten moves ahead. You want a management and BoD that thinks years ahead of the financing about what measures might support the market cap so the financing doesn't cream the legacy holders. That's the first move and it comes very, very early in the game.
    29 May 2014, 02:05 PM Reply Like
  • Ranma
    , contributor
    Comments (2018) | Send Message
     
    REGURGITATION.
    29 May 2014, 02:06 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2661) | Send Message
     
    Pbc B -

     

    I generally agree, I just do not think that it matters whether Axion gets the authorization now or have to come back and get it ... if that is necessary, either way the legacy holders are screwed, will get flushed, and ultimately, mgt will get new options when the business finally gets on track.

     

    I guess that is the nature of investing in small startups ... My main issue isn't with this paradigm, but with the great proclamations that people have relied on in making their investment decisions.

     

    Can you say safe harbor?
    29 May 2014, 02:09 PM Reply Like
  • LT
    , contributor
    Comments (5491) | Send Message
     
    The BOD knew exactly what they were asking with the 350 mill share count staying where it was and also when they got push back, they know what 100 m does too.
    They have no plan to be forced to bring another vote on share increase to provide their financing.

     

    plus, you have a new board member who's resume is mostly prepping companies to merge or sell. He knows exactly why they are leaving share count at 100 m
    29 May 2014, 03:32 PM Reply Like
  • dastar
    , contributor
    Comments (287) | Send Message
     
    @Ranma - yup
    29 May 2014, 03:38 PM Reply Like
  • PbC Believer
    , contributor
    Comments (258) | Send Message
     
    So you believe they have a clear plan in spite of saying otherwise, and so do I.

     

    But, can anyone explain this kind of error in the "AMENDMENT NO. 1 TO SCHEDULE 14A INFORMATION"

     

    Pg. 1: and (ii) reduce the authorized number of shares of Common Stock from 350 million to 100 million upon effecting a Reverse Split (the “Reduction in Authorized Shares”).

     

    Pg. 7 “The reverse stock split alone would have no effect on our authorized capital stock, and the total number of authorized shares (350,000,000) would remain the same as before the reverse stock split.”
    29 May 2014, 04:29 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18427) | Send Message
     
    PbC B: There is no error. The RS is one item, the modification to articles of incorporation, including maximum authorized shares, is another.

     

    The RS itself does not affect authorized shares.

     

    HardToLove
    29 May 2014, 04:33 PM Reply Like
  • jveal
    , contributor
    Comments (659) | Send Message
     
    42itus1,

     

    In the last SEC filing proposing a reverse split, they total outstanding shares would be reduced to 100 million instead of 350 million.

     

    http://bit.ly/1ok6M1z

     

    "We are soliciting your consent to authorize our board of directors to (i) effectuate, in its discretion, an amendment to our Certificate of Incorporation, as amended, to effectuate a reverse stock split (the “Reverse Stock Split”) of our issued and outstanding common stock, par value $0.0001 per share, by a ratio of no less than one-for-twenty (such that for every twenty shares issued and outstanding prior to such split one share will remain after such split) and no more than one-for-fifty (such that for every fifty shares issued and outstanding prior to such split one share will remain after such split) at any time prior to December 31, 2014, with special treatment for certain of our stockholders to preserve round lot holders and (ii) reduce the authorized number of shares of Common Stock from 350 million to 100 million upon effecting a Reverse Split (the “Reduction in Authorized Shares”)."
    25 May 2014, 09:33 PM Reply Like
  • 42itus1
    , contributor
    Comments (232) | Send Message
     
    Thank You John Petersen and jveal!

     

    The last few weeks I have been in a constant catch-up mode which required that I go to scanning mode rather than my usual read/absorb every word.

     

    It is also good to see I'm not the last APC'r.
    25 May 2014, 09:58 PM Reply Like
  • ScotlandGuy
    , contributor
    Comments (6) | Send Message
     
    I am a University Professor of Chemistry nearing retirement. For intellectual reasons as well as purely financials ones, I love to follow stocks and invest in ones that have novel technologies. This has become, over the years, something of a hobby/passion for me. Besides green technologies, I am particularly interested in biotechnology stocks. But I can get interested in anything that is fun to understand.
    26 May 2014, 08:51 AM Reply Like
  • H. T. Love
    , contributor
    Comments (18427) | Send Message
     
    ScotlandGuy: "bio ...". If you've not been to Rattie's stuff, you ought to take a look.

     

    http://bit.ly/RsFfMV

     

    hardToLove
    26 May 2014, 09:44 AM Reply Like
  • ScotlandGuy
    , contributor
    Comments (6) | Send Message
     
    HTL - Thanks for the warm greetings and the website to check out. I will contribute here in the future as I have the time and see the value in any thoughts I might have about the tech or AXPW. As for that big enchilada,... I'll take it with guacamole on the side- thanks!
    26 May 2014, 10:14 AM Reply Like
  • iindelco
    , contributor
    Comments (10154) | Send Message
     
    Lux: 48 V micro-hybrid market will pass 7M vehicles in 2024; promising for LTO Li-ion batteries

     

    " Automakers committed to other chemistries will compete for a small sliver of the total 48 V micro-hybrid marketplace. In 2024, just 8% of the market by dollar value will go to lead-carbon and nickel-zinc batteries, according to Lux.

     

    As the number of model production vehicles increase from the first iterations of 48 V systems around 2015 to second-generation systems in the 2020s, an increasing amount of auxiliary loads will be moved onto the 48 V system, only increasing the value of battery performance and durability.

     

    First-generation auxiliary loads will likely include the water pump, engine fan, auxiliary heater, air conditioning compressor, and windshield heating, while second-generation applications will also add to the list the vacuum pump, fuel pump, audio amplifier, power steering, and interior fan.

     

    There is work to be done from OEMs down through their tier suppliers, Lux said, but the regulatory forcing functions that drive the adoption of new technology are in full effect for those willing to invest the time in an inevitably growing market."

     

    http://bit.ly/TMLxJp
    26 May 2014, 09:03 AM Reply Like
  • John Petersen
    , contributor
    Comments (30435) | Send Message
     
    I've sent a note to Lux to see if I can get a full copy of the report.
    26 May 2014, 09:30 AM Reply Like
  • iindelco
    , contributor
    Comments (10154) | Send Message
     
    Panasonic unsure on battery cost cut goals

     

    http://bit.ly/RsHWOm-
    26 May 2014, 09:59 AM Reply Like
  • H. T. Love
    , contributor
    Comments (18427) | Send Message
     
    Indelco: WHAT!? WHAT?! After all the hype, promises, plannings based on the almost-assured hopium-induced visions of "just around the corner" ...

     

    Did someone leave a door unlocked and let a realist sneak in? Well, not to worry - TPTB will squelch that unpleasantness.

     

    HardToLove
    P.S. I guess I ought to actually read it now and see how much a fool I look. Will do.
    26 May 2014, 10:46 AM Reply Like
  • futurecartsla
    , contributor
    Comments (469) | Send Message
     
    "P.S. I guess I ought to actually read it now and see how much a fool I look. Will do. "

     

    the only sure way to know is to load up on more of those PUTS. If the money ends up in your pocket, you win, mine (again) I win.

     

    kthxbi!
    26 May 2014, 03:52 PM Reply Like
  • iindelco
    , contributor
    Comments (10154) | Send Message
     
    First time I've seen someone talk about how their specific algorithm handles creep during inner city drive cycles. Looks like GM is disabling the SS function when creeping.

     

    Chevrolet Makes Stop/Start Standard in 2015 Impala

     

    "The smart software also prevents the system from engaging if the car does not reach 6 mph since its last start, a welcome feature in stop-and-go-driving conditions. The system also considers cabin temperature, humidity, battery charge and other factors when deciding if the engine should come to a stop."

     

    http://bit.ly/RsSqNV
    26 May 2014, 10:52 AM Reply Like
  • greentongue
    , contributor
    Comments (961) | Send Message
     
    Sounds like the new Kia will stack up well against that.
    27 May 2014, 07:51 AM Reply Like
  • Mayascribe
    , contributor
    Comments (10473) | Send Message
     
    FYI: Tesla has a Service Center nearby where I live. Tesla is now turning the Service Center into a full blown dealership.

     

    All during this past week and into this week, one of the world's finest horse shows is going on in my neighborhood, and Tesla is providing free parking, if you'll take a Tesla for a short spin -- a savings of $15 off premium parking.

     

    The dealership is about a quarter of a mile from the horse show, so people are taking the Tesla for a joy-spin and then getting dropped off at the horse show front gate.

     

    With the 1000s of millionaires who annually attend this event(even Jim Cramer knew about the Devon Horse Show when I was on Mad Money), this is shrewd marketing in its keenest form.
    26 May 2014, 12:48 PM Reply Like
  • 481086
    , contributor
    Comments (3442) | Send Message
     
    "shrewd marketing in its keenest form..." true dat, at least tactically, but it would seem to belie a major strategic flaw.

     

    I mean from somewhere I got the idea that tesla was production constrained--that demand for its vunderkars has always far exceeded their capacity to make and deliver them...that everyone has the need for their speed...I mean, isn't there a long and distinguished waiting list??? But now here they are at an enclave of the 1%, offering some free parking coupon if only you'll take a test drive?

     

    What the?

     

    So what's next? Elon soon to be in his first commercial with his own "my dog spot"?
    26 May 2014, 02:19 PM Reply Like
  • iindelco
    , contributor
    Comments (10154) | Send Message
     
    Wake-up time. Better start talking to the bastard step child.

     

    Trouble ahead for lead?

     

    http://bit.ly/1pcw5CW
    26 May 2014, 10:08 PM Reply Like
  • jveal
    , contributor
    Comments (659) | Send Message
     
    ii, looks like a good setup article to lead into the dramatic improvements of the PbC.
    27 May 2014, 05:45 AM Reply Like
  • H. T. Love
    , contributor
    Comments (18427) | Send Message
     
    " it succeeded in pulling off the front of the crankshaft. This did at least prove the batteries had power"

     

    Made me chuckle as it reminded how many different ways things can go wrong at the most inopportune times.

     

    Maybe "ISG" (Integrated Starter Generator?) should be "DSG" (Disintegration Start Generator).

     

    HardToLove
    27 May 2014, 07:08 AM Reply Like
  • iindelco
    , contributor
    Comments (10154) | Send Message
     
    Jveal, I'm surprised they let it get to the point where they had to publicly air their dirty laundry. These guys are at the top of their game when it comes to the capabilities of LAB technology. Yet they wait this long to admit it doesn't work and do a call out in pubic for a solution when the answers lie in their own membership? Then they have the gall to state they are at risk of losing access to their primary market if they don't find solutions within a certain time frame after they frittered their time away?

     

    I say they are so inbred they can't possibly take the correct paths until it's forced on them. They are so worried about kowtowing to their membership they can't possibly put forth a solution that is currently out on the tail of the bell shaped curve in total production. Shame.
    -
    HTL, Yep, That's the risk of not engineering and testing the whole system. It's not a big deal in this case but it is embarrassing. Anyone moving technology forward that doesn't say I've been there has never done anything. I've been bright red faced more than a few times. Did I just admit that? :-I
    27 May 2014, 08:53 AM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2661) | Send Message
     
    "Indeed, ALABC is working on a Kia diesel with an electric drivetrain that dispenses with the supercharger, which will be unveiled at the Paris Motor Show in September." We passed the first time around.

     

    "Incidentally, ALABC has put a call out to its members because the Exide Orbital batteries used in the LC Super Hybrid project don’t have enough juice for the 12.5 kW regenerative power capability (the LC Super Hybrid manages 8kW)." Get on the horn to Mr. Cooper and let him know Axion wants to participate this time?

     

    "But, accidents aside, Cooper is concerned that the lead-acid versus lithium-ion battle may already be lost." Prove this wrong.

     

    Then there is the fact that TG confirmed that Axion has not made a 48v battery.
    27 May 2014, 09:06 AM Reply Like
  • DRich
    , contributor
    Comments (4825) | Send Message
     
    >Stefan Moroney ... Why should (or anybody expect) Axion to develop a 48Vdc battery? The whole idea is for one of these illustrious ALABC members to buy electrodes that can get the job done and build it for themselves. Axion is hoping to become a component vendor and not a battery OEM ... or doesn't the membership know this (?). Just another facet of the the business covered by NDA's?
    27 May 2014, 09:28 AM Reply Like
  • iindelco
    , contributor
    Comments (10154) | Send Message
     
    Hello DRich. This presentation was posted recently and I wanted to make sure you saw it amongst all the chatter. If you wouldn't mind could you please give your thoughts concerning the multiple genset locos inclusive of NSC's perspective. You have talked some on this area and I'm hoping you can share some of your thoughts here. Anything you can share will certainly advance what little I understand about the topic and be much appreciated.

     

    http://1.usa.gov/1gX50RL
    27 May 2014, 09:54 AM Reply Like
  • kevin lemm
    , contributor
    Comments (136) | Send Message
     
    While the ALABC is unveiling its Kia diesel with an electric drivetrain at the Paris Motor Show in September, with a battery that the ALABC admits is not up to the task, and with a solution known within the industry as close as utilizing Axion’s electrodes, Axion’s Michael Romeo, Research and Development Manager for Axion Power, will be busy presenting -AXIONS -successful products at the 14th European Lead Battery Conference and Exhibition at the Edinburgh International Conference Centre, in Scotland on September 9-12, 2014.
    27 May 2014, 10:24 AM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2661) | Send Message
     
    Drich - I know, the problem is that Axion has to build batteries to send to car manufacturers in order for the OEMs to be able to test them.

     

    As I understand it, Axion has to have the OEMs go to the JCIs of the world and say we want you to build this product. Until that happens, well ...
    27 May 2014, 10:35 AM Reply Like
  • 481086
    , contributor
    Comments (3442) | Send Message
     
    "with a battery that the ALABC admits is not up to the task"

     

    Kevin, it looks like the ALABC article to which iinde linked has been updated perhaps... it now indicates that the Kia diesel spoken of will utilize UltraBattery :

     

    "ALABC is working on a Kia diesel with an electric drivetrain that dispenses with the supercharger, which will be unveiled at the Paris Motor Show in September. The car will use a 6.5kW ISG powered by East Penn Ultrabatteries."

     

    fargin bastiges
    27 May 2014, 03:19 PM Reply Like
  • bazooooka
    , contributor
    Comments (3431) | Send Message
     
    48,

     

    Do you have both versions?
    27 May 2014, 06:31 PM Reply Like
  • bazooooka
    , contributor
    Comments (3431) | Send Message
     
    How about OEMs go to the East Penns of the world? And how is the Axion/Exide relationship all these years later? Seems like Axion is being overlooked in plain site. Hard to fathom why?
    27 May 2014, 06:32 PM Reply Like
  • bazooooka
    , contributor
    Comments (3431) | Send Message
     
    Stef,

     

    Almost seems like Mr. Cooper and TG aren't best buddies. Axion and the ALABC would seemingly have a similar mandate but almost act like each other doesn't exist (yet we are told that once upon a time Axion was asked on a date but her calendar was too full =).
    27 May 2014, 06:36 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2661) | Send Message
     
    Bazoo - Not sure maybe TG can send Cooper a text and see if he has any plans next weekend.
    27 May 2014, 06:40 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (2180) | Send Message
     
    Unlike the Ultrabattery, the 30HT can be strung together to get to 48V or 480V, etc.
    I don't believe it's the best the tech could do; it's a compromise, but it's a compromise with bottom-line benefits to customer, industry, Axion and us.
    27 May 2014, 08:44 PM Reply Like
  • User 393748
    , contributor
    Comments (292) | Send Message
     
    Regarding the ALABC using an East Penn UB in a Kia diesel, does this mean that East Penn has agreed to voluntarily offer up whatever trade secrets and other proprietary IP that it has on its UB, all for the benefit of the other members of the ALABC?
    28 May 2014, 12:42 AM Reply Like
  • John Petersen
    , contributor
    Comments (30435) | Send Message
     
    The last time I spoke with Dr. Lam, the inventor of the Ultrabattery:

     

    • Furukawa had license rights for automotive applications in Japan and Thailand;
    • East Penn had license rights for automotive applications in North America; and
    • Ecoult, an East Penn subsidiary, had license rights for stationary applications worldwide.

     

    AFAIK automotive applications for rest of the world are still controlled by CSIRO which is actively looking for a licensee.

     

    Without access to the underlying contracts it's impossible to say what East Penn's duties are when it comes to participating in demonstration projects for automotive applications, but it wouldn't surprise me to learn those duties are extensive.
    28 May 2014, 04:46 AM Reply Like
  • 42itus1
    , contributor
    Comments (232) | Send Message
     
    >John Petersen, I took User 393748's point to be in regards to the suggestion that part of AXION's reasoning for not participating in ALABC demonstrations (not limited to the CPT Passat) was it, AXION, would need to divulge too much of their proprietary info. And if that is a continuing concern for AXION, then it would be a reasonable presumption that EP would have the same vulnerability with their Ultra Battery. While the Licensing Agreements from CISRO to EP may include extensive duties, wouldn't it be quite unusual for this contract to allow EP rights to divulge such guarded information.

     

    For me a more interesting consideration would get back to the sole source difficulties, which would include logistics problems/expenses of shipping product from Japan/Thailand or Penn. to Korea. And if production of domestic vehicles be they KIA's, FORD's, GM's, then all would need to come from East Penn. (Yes, EastPenn is a much larger entity than AXION, but my understanding is that Automotive OEM's would still want second sources.)
    28 May 2014, 11:50 AM Reply Like
  • John Petersen
    , contributor
    Comments (30435) | Send Message
     
    I've seen nothing that leads me to believe East Penn is interested in entering the automotive OEM grind. When I asked their chairman in September 2012 her answer was a fairly unguarded no. The reality is East Penn has a highly profitable business selling to customers that are willing to pay a fair price. They have no incentive to jump into an automaker's profit grinder.
    28 May 2014, 12:01 PM Reply Like
  • DRich
    , contributor
    Comments (4825) | Send Message
     
    >JP ... As far as Axion is interested in automotive, the only real advantage would be the partnership arrangement that would be forced upon a battery OEM. It doesn't appear that any of the OEM's are interested in the least about developing an Axion based product of their own and Axion will never grow to $1B + USD enterprise any other way. Still, that is not to say Axion can't or won't be a profitable enterprise the way things are but it will wind up being a battery OEM itself and that is not a favorable outcome.

     

    Maybe ePower could push the issue and Axion could say "To Hell with Auto". I know that would not sit well with many shareholders that seem to put a big importance on the auto sector.
    28 May 2014, 12:14 PM Reply Like
  • froggey77
    , contributor
    Comments (2812) | Send Message
     
    DRich
    "Maybe ePower could push the issue and Axion could say "To Hell with Auto". I know that would not sit well with many shareholders that seem to put a big importance on the auto sector."

     

    Well, I understand the sentiment, but beyond telling shareholders "We have no idea when they might move." (Which they've done.) I'd leave it lay.
    Although I would put a few spare min. into the idea of a 48V pack as OEMs have to design 48V systems them differently from the get go, it might come in handy someday.
    28 May 2014, 02:50 PM Reply Like
  • Patrick Young
    , contributor
    Comments (1909) | Send Message
     
    I like this development very much.

     

    The big lead-acid guys are saying "mea-culpa", and "I got nothing, you?"

     

    Now the dynamic may be less like in 2009, where Axion was probably told, "we'll let you play along, but by our rules" and more like, "I know you've got a lot going on selling actual products for frequency regulation, but we really need your help and will do anything to get you on board."
    27 May 2014, 10:24 AM Reply Like
  • Mr Investor
    , contributor
    Comments (3091) | Send Message
     
    I'd love to hear any 48v lead-acid discussion comments that come out of the ELBC in 3 1/2 months. ;^)
    27 May 2014, 10:43 AM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2661) | Send Message
     
    Interesting ruling overturning a FERC decision on demand response:

     

    http://onforb.es/1wf9XKb
    27 May 2014, 10:41 AM Reply Like
  • kevin lemm
    , contributor
    Comments (136) | Send Message
     
    Regarding the demand response ruling:
    The ongoing legal debate between the FERC and the electrical power companies regarding the payment structure for the emerging growth of demand response is a complicated issue, but it seems to be summarized fairly neatly by these two statements.

     

    (1) The problem, according to the Electric Power Supply Association, is the Commission has no authority to draw retail customers into the wholesale markets by paying them not to make retail purchases.

     

    (2) The issue according to Edwards, a dissenting Senior Circuit Judge says “Under the Federal Power Act, regulatory authority over the nation’s electricity markets is bifurcated between the States and the federal government. IN SIMPLIFIED TERMS, the Federal Energy Regulatory Commission (“FERC” or “Commission”) has authority over wholesale electricity sales but not retail electricity sales, with the latter solely subject to State regulation. See 16 U.S.C. § 824(a), (b)(1). The consolidated petitions before the court call on us to parse this jurisdictional line between FERC’s wholesale jurisdiction and the States’ retail jurisdiction – a line which this court and the Supreme Court have recognized is neither neat nor tidy”

     

    As the article states the ruling has the potential to make demand response less attractive. However it is important to note that the article also talks about what the ruling does not regulate, the much hated peak demand charges, and the battery technology used to automate peak power reduction. The ruling also has no relevance on the continuing need for frequency regulation. This is an informative article and the upshot still seems very positive about the future demand for companies like Axion.
    27 May 2014, 12:36 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2661) | Send Message
     
    I agree Kevin.
    27 May 2014, 12:51 PM Reply Like
  • kevin lemm
    , contributor
    Comments (136) | Send Message
     
    Stefan, as you know my commenting that this is a positive article is stating the obvious, but I was afraid an intro to the article about an FERC ruling wouldn’t get the viewership the article deserved. Thanks for posting it.
    27 May 2014, 01:02 PM Reply Like
  • iindelco
    , contributor
    Comments (10154) | Send Message
     
    Fuel Cells: Toyota Means Business

     

    http://bit.ly/1hunKTp-
    27 May 2014, 10:50 AM Reply Like
  • WayneinOregon
    , contributor
    Comments (1134) | Send Message
     
    Iindelco, the link didn't work for me. I did a google search and found it at this link: --- http://is.gd/P5SsLM
    --
    Here's a snippet from the article:

     

    "Its Prius was the first serious electric-gas hybrid, and it got its watts from batteries—the metal-hydride chemistry, at first, and now the more advanced lithium-ion kind. Last week, though, by letting its battery R&D alliance with Tesla Motors lapse, Toyota signaled that it is doubling down on the main alternative source of electric power. "The long-term play is going to be fuel cell,"...
    27 May 2014, 12:59 PM Reply Like
  • iindelco
    , contributor
    Comments (10154) | Send Message
     
    WayneIO, Thanks. Not working for me any more either.
    27 May 2014, 01:02 PM Reply Like
  • WayneinOregon
    , contributor
    Comments (1134) | Send Message
     
    Iindelco, when I first posted a new link, it didn't work for me either. So I went to this reliable URL shortener I sometimes use, and it worked like a charm.

     

    http://is.gd
    27 May 2014, 01:14 PM Reply Like
  • iindelco
    , contributor
    Comments (10154) | Send Message
     
    Thanks Wayne. I have been trying my links right after posting and have had no issues. I tried this one and it worked earlier. First time I recall where the link initially worked and then it didn't.
    27 May 2014, 01:21 PM Reply Like
  • 42itus1
    , contributor
    Comments (232) | Send Message
     
    >iindelco,

     

    "... First time I recall where the link initially worked and then it didn't. "

     

    Well that explains the wide eyed incredulous look of your avatar!
    27 May 2014, 03:06 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18427) | Send Message
     
    42itus1: That's the result of his tryst with a Klingon or Romulan female when he had his clocking device active.

     

    HardToLove
    27 May 2014, 03:44 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2435) | Send Message
     
    >HTL: seems to me he must have de-clocked (sic) or de-cloaked as the case me be

     

    My Mama told me to be careful about to be who I de-cloaked with ...
    27 May 2014, 04:04 PM Reply Like
  • iindelco
    , contributor
    Comments (10154) | Send Message
     
    Boy you guys are rattling them off today. :-D
    -
    BTW, I think the ALABC did a little de-cloaking with that article. Me thinks they better start whistling some Gen 3 battery tunes. While the Ultrabattery comments are a little negative the ALABC saying they are falling short in DCA in this app. is a little refreshing.
    27 May 2014, 04:19 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18427) | Send Message
     
    WTB: You'd think spell-check knew what I meant even when I don't! :-))

     

    HardToLove
    27 May 2014, 04:42 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2435) | Send Message
     
    Well HTL, at least you you got the "l" in there!
    27 May 2014, 04:58 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2661) | Send Message
     
    Interesting ZBB investor presentation:

     

    http://mwne.ws/1huoGr0
    27 May 2014, 10:55 AM Reply Like
  • mrholty
    , contributor
    Comments (1102) | Send Message
     
    Stefan-

     

    Very interesting. I notice that they have a hybrid with Cummins on the class 4-6 market. If that is successful they could be fighting with ePower and soon.
    27 May 2014, 02:17 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2661) | Send Message
     
    While ZBB is much further along in development, they are not really fighting for the same market. ePower will be focusing on the class 8 market not the class 4-6 market.

     

    Although, I do find it interesting. Also the reference to Oshkosh on the slide before that.

     

    And the hybrid storage with ZBB and a lead acid battery combo. That installation is actually in St. Pete, Florida in a park about 35 minutes from my house.
    27 May 2014, 02:22 PM Reply Like
  • John Petersen
    , contributor
    Comments (30435) | Send Message
     
    Class 4 is 14,001 to 16,000 pounds
    Class 5 is 16,000 to 19,500 pounds
    Class 6 is 19,501 to 26,000 pounds

     

    Our tractors are in Class 6 before you add a trailer.

     

    Class 8a is 33,001 to 60,000 pounds
    Class 8b is 60,001 and over
    27 May 2014, 02:39 PM Reply Like
  • iindelco
    , contributor
    Comments (10154) | Send Message
     
    Darn, I was about to get into the 60,000.5 pound long haul freight market. But then I'd have "No Class". :-(
    -
    On a more serious note. What did you think of the ALABC having a sort of public confession concerning their offerings vs certain market needs?

     

    http://bit.ly/1pcw5CW
    27 May 2014, 02:47 PM Reply Like
  • 481086
    , contributor
    Comments (3442) | Send Message
     
    I knew it!

     

    Fricken fracken UB:

     

    "Indeed, ALABC is working on a Kia diesel with an electric drivetrain that dispenses with the supercharger, which will be unveiled at the Paris Motor Show in September. The car will use a 6.5kW ISG powered by East Penn Ultrabatteries."

     

    Curse the UB! Curse the UB! We hates it forever!
    27 May 2014, 03:08 PM Reply Like
  • John Petersen
    , contributor
    Comments (30435) | Send Message
     
    I found it fascinating.

     

    I found it even more fascinating that the 12.5 kW language Stefan quoted above has disappeared from the article and a reference to East Penn and the Ultrabattery have been added to the KIA discussion of a 6.5 kW ISG.

     

    It's enough to make you go hmmmm ... and almost enough to make you wonder whether we might have lurkers whose motives have nothing to do with Axion's stock price.
    27 May 2014, 03:20 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2661) | Send Message
     
    Dang 481, I skimmed right over that. Sigh, TG can we have a come to jesus talk on where auto really stands?

     

    edit: very interesting John. I thought I just skimmed over it. I can't remember if I cut that out or not but I don't think I quoted it whole.

     

    In any event, some of the language is definitely changed from what I did quote.
    27 May 2014, 03:28 PM Reply Like
  • iindelco
    , contributor
    Comments (10154) | Send Message
     
    John, I almost fainted when I saw this article. I think someone spoke out of turn. Anyway, the ALABC doing a little laundry in public me thinks.

     

    48, I was also darn sure carbon additives were not in the race. As Trojan has indicated the life extension at PSOC is in the 15% range and the DCA improvement has been well covered with the paper John has shared many times.
    27 May 2014, 03:31 PM Reply Like
  • 481086
    , contributor
    Comments (3442) | Send Message
     
    Totally agree that the excision of the 8 kW / 12.5 kW regen language is telling. One thing to keep in mind is that even only 8kW at ~50V still requires 160 Amps of dynamic charge acceptance. That's seems like no small order. Now up that to 12.5 kW and it means they're really looking for a battery that will take a 250 Amp charge. Can UB take that? ISTM, if that's what they really want, and they want it to be lead-acid, then they're going to have to seriously look at PbC...
    27 May 2014, 04:13 PM Reply Like
  • Ranma
    , contributor
    Comments (2018) | Send Message
     
    "Curse the UB!"

     

    Is this a problem? Sounds like they are still just prototyping, and the ALABC is calling for members to pitch in more funds. It still remains to be seen which battery makes the final cut, and it's still good for lead carbon in general.
    27 May 2014, 04:14 PM Reply Like
  • 481086
    , contributor
    Comments (3442) | Send Message
     
    Ranma, being serious, I do agree. But clearly UB has at least its foot in the door to what should be our party, while it seems like we're still out on the street (for now at least), and well, it just still kinda galls...
    27 May 2014, 04:19 PM Reply Like
  • John Petersen
    , contributor
    Comments (30435) | Send Message
     
    Sometimes the best thing a company like Axion can do is let customers wallow in their own misconceptions. In 2010 Axion told ePower that AGM couldn't do the job but the PbC could. Since the PbC cost was a multiple of AGM cost, ePower made a rational business choice and tried AGM without success. After trying mightily to get the performance it needed from the low cost option and failing for the reasons Axion described in 2010, ePower came back and agreed that Axion's price would be economic if the PbC could do the job.
    27 May 2014, 04:35 PM Reply Like
  • 481086
    , contributor
    Comments (3442) | Send Message
     
    Amen John, and concur. Still, part of me can't wait for the actual confirmation...to at long last see haughty members of the guild finally driven into the arms of Axion and the PbC... and (even though it's wrong and petty of me) to see the actual UB faceplant we all know should be coming...
    27 May 2014, 05:00 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2661) | Send Message
     
    Couple articles on the ADEPT program referenced in the rewrite:

     

    http://bit.ly/1hvFGgD

     

    http://bit.ly/1hvFGwQ
    27 May 2014, 05:09 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (2180) | Send Message
     
    "UB faceplant" - hahahaha! I wish!

     

    The concerns and limits I learned from the Ecoult Lyon Station install reports gives heft to the suspense, so I still hope that day is near. IMO, they should take a dive purely on patent infringement: Essentially, they're using a 50% PbC. Maybe they try 90% next?
    27 May 2014, 05:40 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (2180) | Send Message
     
    btw, "come to jesus talk"? Does that get a pass?
    27 May 2014, 05:42 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2661) | Send Message
     
    Used in the film "Flight of the Intruder" in the court-martial scene. To not necessarily use religion and tell the truth. Repentance, but without religious overtone.

     

    "I hope you realize that now is the time to come to Jesus." Meaning that if the aircrew being court-martialed spilled their guts off the record before the proceeding started, they might stand a better chance of a favorable opinion. Could somewhat be compared to plea bargaining.

     

    This reverse split is kind of like the proceeding.
    27 May 2014, 06:25 PM Reply Like
  • bazooooka
    , contributor
    Comments (3431) | Send Message
     
    JP is there a google cache of both docs? Maybe others know how to resurrect the earlier version.

     

    Anyhow can you expand on "fascinating". Why doesn't Alan Cooper publically embrace Axion instead of sound the alarm as he is seemingly doing?

     

    Also if East Penn wants in on the automotive mild hybrid game why not just increase their partnership level with Axion? Confusing at best. =(
    27 May 2014, 06:26 PM Reply Like
  • John Petersen
    , contributor
    Comments (30435) | Send Message
     
    I have no idea how one would go about finding a cached version of the first article.

     

    In 2012 Cooper was miffed that Axion rejected the LC SuperHybrid project and East Penn had no interest in automotive beyond their contractual obligations to CSIRO. Since it's been a couple years since I spoke with either Cooper or East Penn I'd rather not speculate about the reasons for their more recent actions.
    27 May 2014, 07:08 PM Reply Like
  • bazooooka
    , contributor
    Comments (3431) | Send Message
     
    JP,

     

    You seem to have the sway - hopefully you could get the answers straight from the source(s).

     

    If so, I do hope you choose to share with the rest of us. And yes,I realize you can't/won't/shouldn't approach Axion but as an industry expert and SA author I'd think you could do some fact gatherings with the other players for future SA and BI publications.
    27 May 2014, 07:18 PM Reply Like
  • John Petersen
    , contributor
    Comments (30435) | Send Message
     
    I'm sure I'll run into everybody at the ELBC and get a better idea of what's really going on than I could over the telephone. At this point in time I don't see enough substance to tell me things have changed. East Penn doesn't make batteries for any automakers and the ALABC is playing a bit part in a drivetrain hardware promotion.

     

    If I were in TGs shoes I'd have no interest in being cast as an understudy to a supporting actor, particularly if I didn't have piles of cash to waste.
    27 May 2014, 07:21 PM Reply Like
  • dastar
    , contributor
    Comments (287) | Send Message
     
    Here is the Google cache http://bit.ly/1whEsiz
    27 May 2014, 07:37 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (2180) | Send Message
     
    It's called profanity, Stefan. I wouldn't be a good Christian if I didn't say something. No offense intended.
    27 May 2014, 07:54 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2661) | Send Message
     
    None taken. Sorry if I offended.
    27 May 2014, 08:21 PM Reply Like
  • bazooooka
    , contributor
    Comments (3431) | Send Message
     
    Yup; clearly a changed document from the new version. http://bit.ly/1pcw5CW
    27 May 2014, 08:27 PM Reply Like
  • Sohkubo
    , contributor
    Comments (98) | Send Message
     
    For anyone who likes minutiae, here are the exact differences between the versions:

     

    http://bit.ly/1mnn2Ks
    27 May 2014, 08:52 PM Reply Like
  • bazooooka
    , contributor
    Comments (3431) | Send Message
     
    Soh,

     

    Impressive and quick work =)
    27 May 2014, 09:01 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2661) | Send Message
     
    Another plug for the Axion sale, linking back to a prior TG interview.

     

    http://bit.ly/1wfRBbW
    27 May 2014, 12:52 PM Reply Like
  • Al Marshall
    , contributor
    Comments (556) | Send Message
     
    Dallas Business Journal article on BNSF's ongoing evaluation of an LNG locomotive. Short but does highlight some of the issues.

     

    http://bit.ly/1wfUxFm
    27 May 2014, 01:02 PM Reply Like
  • 23808
    , contributor
    Comments (87) | Send Message
     
    NS battery yard loco looking better and better when comparing to LNG loco.
    27 May 2014, 01:31 PM Reply Like
  • Patrick Young
    , contributor
    Comments (1909) | Send Message
     
    It's not an either-or scenario. The beauty of hybridizing with chemical batteries is that it has the same intrinsic energy saving potential regardless of the fuel source, including LNG and fuel cells. When it comes to reversible chemical reactions that can be done at a small scale efficiently nothing beats electrolyte-solvent-salt systems (chemical batteries). Besides that, there is phase change, hydraulic pressure, and heat exchange, but all of these require complex mechanical systems and moving fluids.
    27 May 2014, 02:04 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (2180) | Send Message
     
    Same page, Patrick. I calculated that a PbC can contain and deliver 10 times more energy per dollar than a gallon of diesel over a conservative estimated lifetime and a fixed multi-year diesel price of $4.

     

    So hybridization may not be "free fuel", but 90% off diesel is darn close. And that's charging $400 for the PbC 30HT.

     

    But to repeat the salient point you made: It doesn't much matter what fuel you are saving, hybridization is "free fuel" regardless.
    27 May 2014, 04:28 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2435) | Send Message
     
    CNG Tender "in progress" pic on Altoonaworks ... plus comments:

     

    http://on.fb.me/1hvjxik

     

    5/2014 - NS 799, the compressed natural gas slug tender unit, seen in progress at the back shop today. The large tanks above the frame are for the CNG while the old fuel tank is filled with concrete for extra weight. NS 5053 is the GP38-2 being modified to run on CNG and will be a slug master as well. 5053's engine will provide power to the 799's traction motors, while the 799 supplies the 5053 with the CNG fuel.
    27 May 2014, 03:23 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (2180) | Send Message
     
    Are you saying there is a LNG-powered loco that does not carry the LNG on a tender?
    27 May 2014, 08:47 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2435) | Send Message
     
    Me?

     

    I, as I often do, am just reporting a pic and some associated title and comments.

     

    Not sure how you got any "assertion" out of that ...

     

    If you're asking someone that commented something, well, they can't "hear" you :-) Even if they have Verizon ...

     

    Frequently I prefer to leave the conclusions up to the reader.

     

    I believe the 799 is considered a slug as it has traction motors (and no engine), thus the 5053 will need to be a slug master.
    28 May 2014, 01:12 PM Reply Like
  • Tim Enright
    , contributor
    Comments (1356) | Send Message
     
    So what do your suppose they assigned NS 899 to? seems reasonable to think they used 799 since 899 was already taken... my guess is the OTR unit...
    28 May 2014, 01:15 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2435) | Send Message
     
    NSC-Roanoke getting busy:

     

    Norfolk Southern Railway to roll out modified GE locomotive model as part of multi-year rebuild program

     

    http://bit.ly/1wgDAdP

     

    "Pegged to become the railroad's first-ever Dash 8.5 locomotives, the rebuilt units will feature custom wide-body cabs and high-tech engines designed to boost fuel efficiency and reduce air emissions."

     

    Altoonaworks Twitter presented me the link with this comment:

     

    "Word is these will have only 4 traction motors like the BNSF's ES44C4 units...6 axles but only 4 traction motors.... "
    27 May 2014, 03:31 PM Reply Like
  • Amouna
    , contributor
    Comments (1828) | Send Message
     
    Hey all,

     

    Whats with the quiet market for AXPW today? It has barely moved...

     

    HTL, do you mind sharing your priceless insight into this? I want to believe PIPERS are history, but don't want to jump too soon!!
    27 May 2014, 03:41 PM Reply Like
  • greentongue
    , contributor
    Comments (961) | Send Message
     
    The stock price blips look like someone is "Fly Fishing".
    27 May 2014, 03:57 PM Reply Like
  • abcd9876
    , contributor
    Comments (69) | Send Message
     
    I have been mystified by recent price action myself. One big seller at 0.165 did get taken out after being there all day, with majority of trades seem to be buyers lifting offers. PIPE selling seems to be over at least couple of weeks ago imho. Unfortunately, a side effect of that is very low volume - so any sellers, specially sellers trying to sell 50-100k shares - either driving prices down or at least keeping the rally in check like today. There has to be at least a few momentum traders that bought in low-10s that are happy to take 40-50% profit in 3 months. So unless we get bigger size buy interest, we are stuck in 0.15-0.18 range that HTL mentioned in his blog.
    27 May 2014, 04:23 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18427) | Send Message
     
    Amouna; I can't form an opinion with volumes like this. I'll just note what I stated before: it's been common for some time to have price go flat (vs. sinking) or even rise some around EOM and beginning of next month.

     

    No ARCA presence, other than their non-active offer of 4K @ $0.249 that is there each day.

     

    Regardless, with the late-day strength we managed to trade .... TA-DA: $40,000.4960!

     

    Buy:Sell 10.61:1 (91.38% "buys" before adjustments which will be very minor today) will likely give us another very high short percentage today.

     

    The buy:sell would suggest that no one was really struggling to dump shares today, so that suggests no PIPErs, unless they ere just also cognizant of the pattern I mentioned around EOM and were taking advantage by being very patient. But, for an aggregate $40K for all trading, I don't see that as likely.

     

    HardToLove
    27 May 2014, 04:51 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (2180) | Send Message
     
    This is an opinion. Please note it is useless for any other use. Probably shouldn't even bring it up, but here it is.

     

    There's three good reasons to invest at this time:
    Perceived short term catalyst: NSC.
    Perceived short-but-mid-term catalyst: ePower. (me being a smart-aleck ;) - the race is still on though)
    Perceived long-term strength: PCs + PCs + more PCs + either/all of the above.

     

    IMO, Few buy-and-holders coming on board now, mostly folks taking a WAG on the ignition timing, meeting up with a whole lot of buy-and-hold strong hands already here, mostly fatigued according to many (also most are also nose-holders). But plenty of us still buying, if RBrun's poll is to be accepted.

     

    Everybody wants a deal. When the pps moves sideways, nobody's thinking they get a deal. Not the buyers, not the sellers. Volume drops. Maybe 5-10% is a few folks games, but not enough. Liquidity is diminished because of the unusual nature of the current holders of the stock. Most of whom are well-read and like a good story, which is "what we have here" (cue Cool Hand Luke vid for the second time in a week here).

     

    So I see this set-up being rocket-ready, just needing a light (puff-puff smoulder won't do). NSC or ePower could bring that ignition, but the tinder will remain dry indefinitely: the pps has proven that in the last two years or the stock price would have been crushed into dust with all the shares dumped.

     

    It's all bottom food right now. It's about appetite. I'm not tired. Not quite averaging up like Maya and a few others, but it's all bottom food. Every second or third paycheck I take another bite.

     

    Supercabatteries are huge. They will make new machines possible. They can make old machines better.
    27 May 2014, 05:14 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (2180) | Send Message
     
    I didn't use the dirty word once in that rant. What's the "dirty word"? SALES.
    27 May 2014, 05:18 PM Reply Like
  • John Petersen
    , contributor
    Comments (30435) | Send Message
     
    I wish it were true that supercabatteries could make old machines better. If that were the case sales would be easier to book.

     

    The PbC is not a suitable replacement for the batteries that are used in machines that companies make today. Unless the machines are designed to take advantage of the PbC's strengths, the best they'll get is longer battery life. That's good but it's not earth-shattering.

     

    The PbC is an Essential Enabling Technology for a wide variety of machines that companies have wanted to make for years but couldn't find a battery to support.

     

    Unfortunately the decision to launch a new class of product is more complex for an OEM than a decision to use a better battery in an existing product.
    27 May 2014, 05:30 PM Reply Like
  • Amouna
    , contributor
    Comments (1828) | Send Message
     
    much appreciated HTL, thank you! :)
    27 May 2014, 05:42 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (2180) | Send Message
     
    Batteries (preferably PbCs) can be put into locomotives to capture braking energy rather than spilling it into heat as they have been doing for years.

     

    That's what I call making an old machine better.

     

    Now will locomotives be built which take better advantage of the PbC? I hope so, I have even suggested to my brother's engineering firm that they consider this engineering challenge - essentially all variable are known - what no one knows is exactly how many batteries can be put on a rail-capable drop-in plug-n-chug platform designed for batteries from the start.
    27 May 2014, 05:50 PM Reply Like
  • Mayascribe
    , contributor
    Comments (10473) | Send Message
     
    Huh? I'm still trading AXPW, not averaging up.

     

    Frankly, I don't envision much action happening after the 999 rolls, sales-wise (and definitely nothing more from NSC for some time). I'll stay long in the brokerage account, but I expect to zero out AXPW in the gamer account in June, before the RS is approved, unless some unanticipated tradable event comes along.

     

    I remain positive about Axion in the long term, the horizon being 2016, but for the next few months, I see little else happening other than TG hopefully pulling off the hat trick of the RS, the up listing, and the cap raise, of which the less sales Axion has in the books, the more penal the cap raise will likely be, up to a 20% hit.

     

    Even if TG can pull this off with great aplomb, I still don't want any part of being whacked ~ 20% by the cap raise, and prior to that, maybe 20% post the RS. Yes, I know there's a decent chance AXPW may rise post the RS, due to the up listing, and I'll be right in there trading if that happens, but until I see definitive sales, it's hard for me to justify going long with AXPW.

     

    One-off PbC sales are not the road to recurring and sustainable sales. Until I can see more PowerCube sales, as in the whole kit and caboodle being sold, and not piece meal, I foresee AXPW remaining in counting sheep mode.
    27 May 2014, 06:17 PM Reply Like
  • Ranma
    , contributor
    Comments (2018) | Send Message
     
    Hopefully the NS-999 generates new money flowing to AXPW the way the Kia reports did. I could use another doubling!
    27 May 2014, 06:33 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2661) | Send Message
     
    Edmund, AGM batteries came out in the mid 70s and as I understand things, they didn't gain real acceptance until the late 90s. At the pace that things are currently going, and the long lead times that stationary storage installations need to get installed, we may not see real traction in the form of sales for awhile.
    27 May 2014, 06:35 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (2180) | Send Message
     
    Thanks for the point of view, Maya. I was just recalling a comment you made about "averaging up" during your trading (I think you had just bought some at 0.17xx, after some picking up some lots at 0.09xx.) Didn't mean to drag you in to anything.
    27 May 2014, 06:37 PM Reply Like
  • Mayascribe
    , contributor
    Comments (10473) | Send Message
     
    Ranma: I hope we see the 999 rolling out in, ahem...timely fashion.

     

    What we don't know is how long NSC will do due diligence, i.e., real world testing, before NSC invites politicians and media for the ribbon cutting ceremony. That could still be months away.

     

    As long as NSC has been working on the 999, and due to the PDF iindelco posted about how NSC is still in experimental mode, I'm leaning more toward the months away ribbon cutting timeline, than somebody on Facebook/Altoona Works capturing a picture of the 999 out in the yard, doing "switcharoonies."
    27 May 2014, 06:46 PM Reply Like
  • Ranma
    , contributor
    Comments (2018) | Send Message
     
    Maya: I don't expect any sales in June but I do expect news articles. Lots and lots of news articles.

     

    Given that most of us Axionistas have filled our bellies, I would wager that new investors coming from a news pieces would raise the stock price even more than Axionistas buying on actual sales.

     

    The more than doubling on Kia rumors shows that. We need another Forbes article, another TheStreet.com article. Heck, another JP article would be timely as well.
    27 May 2014, 06:58 PM Reply Like
  • Mayascribe
    , contributor
    Comments (10473) | Send Message
     
    I hope you're right Ranma, but I'm not sure what news would generate all those articles. Right now only ePower "might" be able to garner noteworthy coverage, that is, if I'm right about NSC stalling the 999 unveiling.

     

    Seems like there are two kinds of investors 1) Those who believe in Axion's story without sales 2) Those who want to see sales before believing Axion's story.

     

    Unfortunately, all these darn NDAs hamstring Axion from telling its own story.
    27 May 2014, 07:08 PM Reply Like
  • bazooooka
    , contributor
    Comments (3431) | Send Message
     
    Maya,

     

    Are you still playing the ZRPSOD hypothesis? The low volume of late makes me wonder if both the PIPErs and traders have now exited the building. It's kinda sad if it just old battered Axionistas selling their diminished stakes to newer Axionistas. The avg. pps above 50 cent crowd seems nearly washed out of this stock entirely, not to mention the rare unlucky few who bought above $1.
    27 May 2014, 07:26 PM Reply Like
  • Mayascribe
    , contributor
    Comments (10473) | Send Message
     
    bazooooka: I believe we're in the mist of my Bumper Car theory; Axionistas selling between themselves.

     

    The ZRPSOD hypothesis is a fine one, and I think pretty much all of us Axionistas think that the PIPErs are done. But all is not clear due to the coming hat trick, of which some like me may want to trim or go to zero shares before all that cloudy stuff happens (or, not happen, which makes things even cloudier).

     

    If we get to the third week in June without any NSC unveiling, then I think the Bumper Car Theory will get a little more "bumpery."

     

    I'll likely always have some shares in my brokerage account, so I won't miss the train.
    27 May 2014, 07:51 PM Reply Like
  • Mayascribe
    , contributor
    Comments (10473) | Send Message
     
    Edmund: No problem. Your figures are pretty close -- and those figures are in my brokerage account. So I did average up.

     

    However, I've already taken profits of half the .10xx shares in the brokerage account.

     

    In the gamer account, I'm doing a little more trading than I choose to disclose here. They're relatively minor trades anyway.
    27 May 2014, 07:59 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (2180) | Send Message
     
    May your finger be nimble and your trigger light, Maya.
    27 May 2014, 08:29 PM Reply Like
  • Barood
    , contributor
    Comments (104) | Send Message
     
    The stock is ripe for a big move, the anomaly I mentioned couple month ago is still confirming itself. After the last spike, the price didn't retreat back into its exponential decay regression, outlier by all means. New dynamics have emerged. Hold your breath as the MA 200 start rising.
    28 May 2014, 11:52 PM Reply Like
  • iindelco
    , contributor
    Comments (10154) | Send Message
     
    http://bit.ly/1gCkkmy
    29 May 2014, 12:03 AM Reply Like
  • GambleAholic
    , contributor
    Comments (103) | Send Message
     
    barood, excellent points. and $.20 is now within striking distance. some loud negative talk but not backed up with much selling. very goods signs happening, without much notice except by a few here and lurkers. gotta love those guys. john lowe's comment likes is all the way up to 79 now.
    29 May 2014, 12:59 AM Reply Like
  • Ricknplano
    , contributor
    Comments (319) | Send Message
     
    Agreed.
    29 May 2014, 12:50 PM Reply Like
  • Retired Aviator
    , contributor
    Comments (2252) | Send Message
     
    " After the last spike, the price didn't retreat back into its exponential decay regression, outlier by all means."

     

    The TA story is not the story. The price spike occurred on fundamentals because Axion made its second sale of PbCs for non testing purposes. It was for $1.1 million when its first sale was only $320k. That's why sentiment has changed and the price is up.

     

    If on the cc the news had been no PbC sales instead of the big sale then instead of your 'anomaly confirming itself' I expect the 'spike' would have been replaced by a drop back towards $.10 as the "it won't be six months" hopium went up in smoke, roach and all.

     

    Now the question is how much more sales or favorable news before the financing round/RS and uplisting come. It's not about the chart. It's about news.
    29 May 2014, 12:54 PM Reply Like
  • D Lane
    , contributor
    Comments (1520) | Send Message
     
    Ricknplano, eh?
    I remember you. Welcome back!
    29 May 2014, 09:17 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2435) | Send Message
     
    Multilink Proof of PbC (though sadly, no mention of the name Axion)

     

    Not sure if anyone's posted exactly on this ...

     

    Click next to "EB1s-Specifications.pdf" on the download link
    on this page:

     

    http://bit.ly/1cHV0Ve

     

    has this "spec line:"

     

    Charge Profiles : GEL, AGM, PbC

     

    Prompted by this article:

     

    Multilink debuts next-gen cable TV back-up power

     

    Michelle Clancy | 27 May 2014

     

    Multilink has released its newest Uninterruptible Power Supply (UPS) for the cable TV market, the Multilink EB1s.

     

    The Multilink EB1s is an advanced emergency power system designed to provide MSOs with a means to ensure uninterrupted power to video, voice and data networks in the event of power disruptions, such as spikes, sags and outages.

     

    http://bit.ly/1wgKxvu

     

    Very possible this is "older news" that just got written up by this particular site ... but it hit my Google alerts today
    27 May 2014, 03:57 PM Reply Like
  • Patrick Young
    , contributor
    Comments (1909) | Send Message
     
    i love google alerts. very reliable.
    27 May 2014, 04:04 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18427) | Send Message
     
    Great news WTB. I just wish they had the trademark symbol on PbC so folks would now it's not one of those other doped batteries.

     

    HardToLove
    27 May 2014, 04:57 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2435) | Send Message
     
    My question is who if anyone is going to "market" this particular battery/device "solution."

     

    Do they expect the cable companies to already know about the PbC?

     

    Or will MultiLink be educating them and steering customers to a particular battery depending on their needs?

     

    We take it there's been a number of conversations between Axion and Multilink, but has the knowledge been "ingrained" in their sales organization? It this application currently or potentially a big market for them that their sales people will see profit potential and "push it."

     

    http://bit.ly/1mFQPzU

     

    I didn't do a deep dive on their web site, but this page doesn't have one of those "customization" interfaces that would immediately make us feel better, but certainly this could be a field where more/most work is in-person sales.

     

    I'm not even clear on how many batteries any given device would be connected to.

     

    My WAG is this won't be a huge market for us, but there is value in demonstrating commercial acceptance in various real world applications that make sense for them and us.
    28 May 2014, 01:27 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (2180) | Send Message
     
    86 comments in 2.5 days.

     

    hmmm. seems we lost a lot of input. I guess sometimes when you throw a glass of water, you can end up with wet blanket.

     

    suspect there are now many who hesitate to say anything here so as not to offend the judges and gods of the APC.
    27 May 2014, 04:37 PM Reply Like
  • JamesBBecker
    , contributor
    Comments (412) | Send Message
     
    Possibly, but it was a holiday with little news. I enjoy reading everyone's input - thanks for that - but its not like I could come up with anything to say the last 2 days. There will be lots to ponder in future announcements, plus the trading looked moderately constructive today.
    27 May 2014, 04:41 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (2180) | Send Message
     
    the holiday is a variable, true that. we'll see.
    27 May 2014, 04:44 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18427) | Send Message
     
    That's ignoring the effect of holiday weekend Edward, allowing you to slip in your erroneous, IMO, critique.

     

    FYI, we had such times before w/o "interventions".

     

    HardToLove
    27 May 2014, 04:59 PM Reply Like
  • Mr Investor
    , contributor
    Comments (3091) | Send Message
     
    If this is Concentrator 2.0, I'm all for it. Good discussion about relevant news and a stealth rally.
    27 May 2014, 05:03 PM Reply Like
  • bazooooka
    , contributor
    Comments (3431) | Send Message
     
    EM,
    Hmm, I too have wondered why some claim its so hard to wade through the comments/opinions. Maybe more people should just follow JP and a few others or just check in more often if they don't like the 100-200+ comment buildup after several days. Personally I find it worth it for the few minutes a day it takes to catch up read ALL comments. Normally today's news would generate more buzz but let's wait and see what the rest of the week brings.
    27 May 2014, 06:18 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18427) | Send Message
     
    MrI: I think it would be nice if we got back to what it used to be - about 2/week and they didn't get too large.

     

    HardToLove
    27 May 2014, 06:41 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (2180) | Send Message
     
    I'm the same way. I have learned a lot of stuff from the trading talk, HTL's technical stuff, my first RS, not to mention DD details and everything folks dig up around the market on PbC competitors as well as the old and new applications. I dig the depth.
    27 May 2014, 07:09 PM Reply Like
  • John Petersen
    , contributor
    Comments (30435) | Send Message
     
    The May 15th short interest numbers were just published on http://www.otcbb.com which is usually first in line.

     

    It was an all time record low of 96 shares. It's the first time I've seen the short interest under 1,000 shares.
    27 May 2014, 05:38 PM Reply Like
  • froggey77
    , contributor
    Comments (2812) | Send Message
     
    So far as I can tell these articles
    Panasonic exploring Tesla plans for battery factory before investing- executive (By Reuters May 21)
    http://reut.rs/1mmL08M

     

    http://on.wsj.com/1mmL08N
    Panasonic, Pondering Tesla Investment, Unsure on Battery Cost Cut Goals
    Electronics maker committed to investing in U.S. plant but amount it will contribute still being debated
    (WSJ May 23)

     

    Have somehow spawned.

     

    How Will Panasonic (OTCPK:PCRFY) Stock Respond After It Said It Wants To Be The Only Producer In Tesla's (TSLA) U.S. Battery Factory?
    From The Street
    http://bit.ly/1mmL08O

     

    and

     

    "Panasonic Wants Tesla Gigafactory to Itself"
    By Zacks Equity Research
    http://yhoo.it/1mmL20l

     

    Perhaps I missed it but I've seen nothing that Panasonic has agreed to this. Any one else?
    27 May 2014, 05:46 PM Reply Like
  • futurecartsla
    , contributor
    Comments (469) | Send Message
     
    Replace "Tesla" with "Axion" in all of the articles and read it, tell me you wouldn't be wetting yourself with excitement. It really is all about perspective.
    27 May 2014, 06:31 PM Reply Like
  • froggey77
    , contributor
    Comments (2812) | Send Message
     
    " It really is all about perspective. "

     

    Um no.
    It's more like fantasy VS accuracy.

     

    Both The Street and Zacks are generally reliable resources. Either they have both made a leap of imagination... or I've missed something.
    27 May 2014, 10:06 PM Reply Like
  • Ranma
    , contributor
    Comments (2018) | Send Message
     
    New NS-999 photo:

     

    http://on.fb.me/1whv8Lr
    27 May 2014, 06:59 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18427) | Send Message
     
    Woudja look at those wonderful looking battery racks!

     

    Puts my heart aflutter to see something besides those plastic tubs on the original!

     

    HardToLove
    27 May 2014, 07:10 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2661) | Send Message
     
    That's really a good picture. Here's to hoping for the beginning of June.

     

    How long was it before the first 999 crapped out?
    27 May 2014, 07:37 PM Reply Like
  • dastar
    , contributor
    Comments (287) | Send Message
     
    Wasn't it a matter of weeks?
    27 May 2014, 07:45 PM Reply Like
  • dastar
    , contributor
    Comments (287) | Send Message
     
    Comments on FB contain lots of skepticism. Can't say I blame them. If I hadn't been following the PbC for so long, I'd be skeptical as well.
    27 May 2014, 07:46 PM Reply Like
  • John Petersen
    , contributor
    Comments (30435) | Send Message
     
    It's not entirely clear how long the batteries in the NS 999-1 lasted, but the public roll out was at the end of September 2009 and the November 2009 issue of BizNS, their in-house magazine, said the search for a better battery was already in progress.
    27 May 2014, 07:56 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (2180) | Send Message
     
    VERY similar image shows up on the next-to-last slide of the presentation iindelco linked earlier.

     

    http://1.usa.gov/1gX50RL
    27 May 2014, 07:56 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (2180) | Send Message
     
    I have not been able to find anything more on how long the AGMs lasted in the NS999 than the anecdotal evidence from a single source who pegged it at "two weeks". Sorry, no link.
    27 May 2014, 08:00 PM Reply Like
  • Mayascribe
    , contributor
    Comments (10473) | Send Message
     
    Great catch, Ramna!

     

    But now we're talking the end of June. Maybe that's a good thing, being right before the RS.
    27 May 2014, 08:06 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18427) | Send Message
     
    Stefn: IIRC, worse was the need for *long* pauses for charging ... sometimes before a shift ended? Unsure on that.

     

    HardToLove
    27 May 2014, 08:09 PM Reply Like
  • LabTech
    , contributor
    Comments (1780) | Send Message
     
    Interesting on how many of the commentators were complaining about how the battery racks looked on the back of the slug. Thankfully, someone else explained "nicely" that the cover wasn't on yet before I did it in a less polite way. Some people will just find any way they can to criticize. But yes, sadly it looks like the end of June now instead of the beginning of June for the rollout.
    27 May 2014, 09:43 PM Reply Like
  • Ranma
    , contributor
    Comments (2018) | Send Message
     
    I think the first week of June was when Axion might have been updated about the NS-999, to help with any diagnostics. Mid-June was when they were to discuss further locos.

     

    I don't think TG said specifically that there would be a rollout and ribbon cutting in the first week.

     

    With a successful test run, we might get official news end of June or July.
    27 May 2014, 11:45 PM Reply Like
  • jveal
    , contributor
    Comments (659) | Send Message
     
    Ranma, this is from Tom's opening remarks on the CC.

     

    "The “Final” NS-999 components will be assembled later this month, including our batteries. The expectation is at the locomotives will be on the road the first week in June. We’ve scheduled an inspection right in review meeting with Norfolk Southern in mid June. As part of that meeting, we will review the work outlined and discuss next steps for the over the road hybrid unit and feature all electric locomotives."

     

    He was later questioned about locomotives plural and confirmed there was just one 999.

     

    http://seekingalpha.co...
    28 May 2014, 06:46 AM Reply Like
  • WayneinOregon
    , contributor
    Comments (1134) | Send Message
     
    IIRC, Vani predicted at the shareholders' meeting in late September, 2013 (8 mos. ago) the NS 999 would roll out the beginning of October, 2013. I still wonder how he could have been so wrong, given NS' need to recharge the batteries (and likely much more) in the following months to prepare for the upcoming June rollout.
    28 May 2014, 09:47 AM Reply Like
  • LabTech
    , contributor
    Comments (1780) | Send Message
     
    WayneinOregon,
    I suspect that Vani didn't realize that it would take as long as it did for the new racking system to be put into production. That was followed by a bad winter, with the shop being utilized for repairs instead of the NS999 upgrade.
    28 May 2014, 10:03 AM Reply Like
  • froggey77
    , contributor
    Comments (2812) | Send Message
     
    WIO
    NSC put out a report (It might have bee their green paper in June that said they would have it on the road before the end of 2013.
    " In 2013, we plan to roll out the next generation NS 999, outfitted with a bank of more technologically advanced hybrid lead-carbon batteries developed by industry partner Axion Power International."
    http://bit.ly/153097V

     

    http://bit.ly/13D2jHk

     

    So October was reasonable from this. NSC came nowhere near their own guidelines. While they blamed it on a hard winter and extra work needed on the lines and engines the facts were they should have been done before the winter really began.
    28 May 2014, 02:40 PM Reply Like
  • jveal
    , contributor
    Comments (659) | Send Message
     
    It looks like the facebook author didn't hear TG's prediction of first week of June. (Hopefully that's it and he's going by the previous end of quarter prediction)

     

    "NS expects to have it out of the shop and testing in the yard by the end of June."

     

    Lots of traffic. 70 likes and 8 comments in 39 minutes.
    27 May 2014, 07:04 PM Reply Like
  • RBrun357
    , contributor
    Comments (791) | Send Message
     
    jveal,

     

    I wonder who we should believe, TG or some stranger on Facebook?? Hmmm, the stranger on Facebook hasn't been wrong yet!
    27 May 2014, 07:13 PM Reply Like
  • tripleblack
    , contributor
    Comments (13587) | Send Message
     
    LOL, I'm thinking the end of June is a reasonable (if not typical) reboot of a TG promise.
    27 May 2014, 07:31 PM Reply Like
  • mrholty
    , contributor
    Comments (1102) | Send Message
     
    Sadly, Triple I agree.

     

    I really would give a lot of money to see the GANTT chart of sales on TGs wall.
    27 May 2014, 07:34 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (2180) | Send Message
     
    OK, so is it the same group of Axionistas who lost faith before the 11th hour on the "significant sales within 6 months" that is now riding TG / Norfolk Southern before the first week of June is even here? (Note: I suspect so.) But, Really?
    27 May 2014, 07:36 PM Reply Like
  • greentongue
    , contributor
    Comments (961) | Send Message
     
    I suspect that there are a core that work this board like work the Yadoodle board. In Lord of the Rings the king's counselor also steered the conversation with ulterior motives. Not all see the success of the PbC or Axion as a good thing.
    28 May 2014, 08:29 AM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (2180) | Send Message
     
    I've only been over there a few times. Truly a night-and-day comparison if ever there was one. Reminds me of the Twins movie. hahahaha. :)
    28 May 2014, 09:49 AM Reply Like
  • iindelco
    , contributor
    Comments (10154) | Send Message
     
    Edmund, IIRC TG admitted to Stefan that he did not get his "significant sales" so I am still expecting more soon as I'm holding him to his own expectations.

     

    Not to belabor the point but it is still open IMO.
    28 May 2014, 10:35 AM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (2180) | Send Message
     
    iindelco, I considered the four Cube sales to be significant enough. Maybe not an "A" on the number of sales, but certainly not an "F"; I think an "A" on the quality is deserved. So maybe they weren't ALL the significant sales TG had in mind way back when, or maybe TG didn't want to get into a back-and-forth on the meaning of "significant", I don't know. I was led by TGs answer to expect more sales of the same sort (PCs), but IMO TG fulfilled his "significant sales and not in six months" promise.
    29 May 2014, 05:39 AM Reply Like
  • raleigh731
    , contributor
    Comments (306) | Send Message
     
    Having been in sales for many years, the sales funnel seems to work in a fairly consistent way. After a certain amount of time, where nothing happens, a sale emerges, a while later a multiple of that sale occurs (Axion case, 4), then another multiple occurs (8?) in a shorter time frame, and so on. I have to believe there are more proposals out and that there are multiple proposals in the sales funnel moving towards the end of the funnel. At least that is my hope (ium)!
    29 May 2014, 07:21 AM Reply Like
  • iindelco
    , contributor
    Comments (10154) | Send Message
     
    Edmund, with the sale IMO he covered the bet. However I am standing by due to his words during the cc. He left expectations on the table IMO. They are his words not mine.
    29 May 2014, 09:31 AM Reply Like
  • RBrun357
    , contributor
    Comments (791) | Send Message
     
    Ed,

     

    I am happy with the 4 cube sales but I do not give them "significant" status and neither did TG. TG stated his beliefs for significant orders would be a series of million dollar orders. My belief is that when the significant orders do arrive the market will confirm them by buying the stock up a bit! I give the 4 cube sales a "pre" significant order rating!

     

    I am still holding out for those significant orders and I believe they will be associated with the new investor groups and the multi-Meg PowerCubes.
    29 May 2014, 10:03 AM Reply Like
  • John Petersen
    , contributor
    Comments (30435) | Send Message
     
    Unless I'm mistaken NS didn't expect to have the NS 999 running for a couple more weeks and Axion's test ride and next steps meetings were scheduled for mid-month.

     

    IMO premature anticipatory snark doesn't add much to the quality of this discussion.
    27 May 2014, 08:17 PM Reply Like
  • jveal
    , contributor
    Comments (659) | Send Message
     
    With all of the delayed sales and yet unfulfilled promises, it is natural to be skeptical about a first week of June roll out for the NS 999. But it is highly unlikely that TG would give a time line of the roll out of NS 999 the first week of June and planning meetings the middle of June if NSC had not given him specific permission. TG should have an inside line to information on NSC's plans with an imminent roll out of the electric locomotive. I'm not sure what inside info the facebook author has.

     

    Of course there could be delays as we have seen with ePower as JP has been so good at keeping us informed. But I believe that NSC would have been fairly sure of meeting a deadline if they had indeed given TG permission to announce one.

     

    We will all know by the end of the day, June 6 whether or not the announced deadline is met.
    27 May 2014, 10:22 PM Reply Like
  • Alphameister
    , contributor
    Comments (1428) | Send Message
     
    Doesn't add any less than premature anticipatory sales forecasts! ;)
    27 May 2014, 11:48 PM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (2180) | Send Message
     
    Comment from the previously-linked photo of the NS999 "hood outside" on the AltoonaWorks site:
    "Nick Davis: Rumor has it that the NS 999 will be operational in the first week of June. Let's see if they will deliver then."

     

    Tom Granville quote from CC: "The “Final” NS-999 components will be assembled later this month, including our batteries. The expectation is at the locomotives will be on the road the first week in June. We’ve scheduled an inspection right in review meeting with Norfolk Southern in mid June."

     

    First week of June ends in 10 days (Saturday the 7th).

     

    Unfortunately, I think I see a potential problem with the hood. From the latest image it appears that the battery racks are slightly taller than the original and the hood does not appear to have the height needed.

     

    The best reference point I used was the position and the size of the venting in the black-and-white shroud just behind the cab in both images below.

     

    http://bit.ly/1mEgKrE

     

    http://on.fb.me/1whv8Lr

     

    I expect the NS999 is already moving around in the shop. And the hood might be being modified already, which is why we don't see it, though I suspect the picture was taken purposefully with the shroud off to show the battery rack. That's a real insider pic. And I still expect it out of the shop by the first week of June. Sans pols, if you please.
    28 May 2014, 07:37 AM Reply Like
  • John Petersen
    , contributor
    Comments (30435) | Send Message
     
    As tightly as the new cases are sealed without obvious ventilation it may just need a paint job. I don't see a whole lot of reason for yet another exterior casing.
    28 May 2014, 07:51 AM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2661) | Send Message
     
    Interesting observation John.

     

    ii - do you still have a link to the article of the NS contractor with the picture of the incomplete racking system?
    28 May 2014, 09:24 AM Reply Like
  • LabTech
    , contributor
    Comments (1780) | Send Message
     
    Stefan and John,
    It is an interesting idea. The original link that IINDelco provided showed a more open, metal bracketed racking system. It looked nothing like the final enclosed case that we are seeing in this picture, so John may be correct and it might not need a cover. Still, one would think with it being exposed to summer sun and rain, and winter snow, it would be a reasonable precaution to put a secondary cover over the racking system. I guess we'll know one way or the other in a month or less.
    28 May 2014, 10:10 AM Reply Like
  • Mr Investor
    , contributor
    Comments (3091) | Send Message
     
    The '999 watch' is getting fun again.

     

    To me, it will be especially interesting to see how the lurkers react. john lowe's comment above has an unprecedented 74 comments. AltoonaWork's fb page has over 10,000 likes. More visibility means we get some fresh investors, I believe.
    28 May 2014, 10:25 AM Reply Like
  • iindelco
    , contributor
    Comments (10154) | Send Message
     
    Here ya go Stefan.

     

    http://bit.ly/MOtvTe;http://bit.ly/MOtvTi

     

    BTW, I am of the opinion that the original hood from the NS 999 has a high probability of being scraped since the new racking system has slides for the batteries and these would probably not be timed appropriately w/ the doors for the original hood. It is possible they looked ahead and got this correct however. We are all hoping to find this out soon enough.
    28 May 2014, 10:46 AM Reply Like
  • metroneanderthal
    , contributor
    Comments (1511) | Send Message
     
    Looks like we may be getting the benefit of a new r/c quadcopter. Overhead from the previous and recently deceased was some of our best intelligence on the 9-99.
    28 May 2014, 10:59 AM Reply Like
  • User 393748
    , contributor
    Comments (292) | Send Message
     
    Is it possible that TG meant to say "the first week in July," but said "June" by mistake?
    28 May 2014, 11:59 AM Reply Like
  • Tim Enright
    , contributor
    Comments (1356) | Send Message
     
    Definetly sealed DROM style enclosure. My bet is no hood and suspect the paint, if any, will wait...
    28 May 2014, 01:07 PM Reply Like
  • iindelco
    , contributor
    Comments (10154) | Send Message
     
    I still think the picture on the last page is of the new enclosure. And it's not painted in its final colors yet!

     

    http://1.usa.gov/1gX50RL
    28 May 2014, 01:29 PM Reply Like
  • RBrun357
    , contributor
    Comments (791) | Send Message
     
    ii,

     

    I definitely agree. I do not know why they would want to put a cover on it now. The cover would restrict access to open the doors to the batteries.
    28 May 2014, 01:38 PM Reply Like