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  • danpm4life
    , contributor
    Comments (94) | Send Message
     
    #1, 1st time ever!
    17 Jul 2014, 05:59 AM Reply Like
  • Amouna
    , contributor
    Comments (1995) | Send Message
     
    Good morning America :)
    17 Jul 2014, 06:44 AM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (3676) | Send Message
     
    Club sandwich for me.
    17 Jul 2014, 07:22 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Two Audi TDI technology studies with electric biturbo, 48V electrical systems; both technologies to go into series production

     

    http://bit.ly/1nNv6rq
    17 Jul 2014, 07:34 AM Reply Like
  • topcat1906
    , contributor
    Comments (77) | Send Message
     
    From: First Quarter Results for 2011

     

    "This year will bring triple digit sales growth"
    17 Jul 2014, 07:37 AM Reply Like
  • John Petersen
    , contributor
    Comments (30629) | Send Message
     
    Typically quotation marks are reserved for things people actually said, but why quibble over facts.
    17 Jul 2014, 07:58 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    John, I think it had to do with the sales ramp of the flooded contract?

     

    "Granville concluded, "We've been persistent and struggled against sometimes overwhelming obstacles to get where we are today. Our shareholders, who have exhibited patience and understanding over time, are a major reason for our success. The road has been long, but the most difficult years are now clearly behind us. We are right on the verge of significant growth going forward. We're building our sales, and at the same time we've embarked on building our sales team with industry professionals. We began with small sales numbers that, percentage wise, have grown steadily practically since inception. This year will bring triple digit sales growth as we position ourselves for 2012.""

     

    http://bit.ly/1pduGIF
    17 Jul 2014, 08:17 AM Reply Like
  • greentongue
    , contributor
    Comments (973) | Send Message
     
    1 x 100% = ...
    17 Jul 2014, 08:25 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Greentongue, right! It makes more sense when viewed in the statement in which it was made. Without knowing Axion's PbC development history one might assume they were talking about commercial sales of PbC which we all know would not happen. Could also be an expectation of that level of growth in PbC sales for development but that would be along the lines of the formula you already provided.
    17 Jul 2014, 08:30 AM Reply Like
  • Amouna
    , contributor
    Comments (1995) | Send Message
     
    This whole thing has started to turn south a few years ago and I kept hope despite overwhelming evidence over the quarters that TG clearly didn't understand the markets he was targeting. He was cheering us up because, well, no CEO would ever come out and say flatly that his strategy is not working. Now that DDG is in charge, and his CV clearly shows some good accomplishments over time, I hope he can be the captain that we sorely miss at Axion. We have been waiting for way too long, now show me the money.
    17 Jul 2014, 08:39 AM Reply Like
  • John Petersen
    , contributor
    Comments (30629) | Send Message
     
    2011 diid bring triple digit sales growth from $2.15 million in 2010 to $8.1 million in 2011.

     

    There comes a point where dredging up ancient history is futile. The situation in July 2014 is very different from the situation in March 2011 and so is the CEO.
    17 Jul 2014, 08:45 AM Reply Like
  • LT
    , contributor
    Comments (5783) | Send Message
     
    yea JP, 2011 was great compared to 2008...2012 greater than 2011, now 2014 is just even better and sales are skyrocketing !

     

    Same ole Same ole been going on forever. Not to mention all the cash that makes the dilution softer by making the company more valuable because it had cash in the bank. Then cash gone, stock price down and raise more cash and the same quotes & statements come in.
    17 Jul 2014, 08:58 AM Reply Like
  • Amouna
    , contributor
    Comments (1995) | Send Message
     
    LT,

     

    We are extremely dependent at this stage on the toll manufacturing contract with EP. If that goes then we have to find a way to replace it wit another source of revenue, and no one sees the pbC ready to take over, that is unless the miraculous "significant sales" start piling in, but that too is doubtful.

     

    That leaves one option: more cash raised through equity dilution, more pain for us.
    17 Jul 2014, 09:08 AM Reply Like
  • John Petersen
    , contributor
    Comments (30629) | Send Message
     
    Mother always told me that peeing in your own well is a bad idea. The theory around here seems to be the exact opposite. Color me confused.
    17 Jul 2014, 09:16 AM Reply Like
  • LT
    , contributor
    Comments (5783) | Send Message
     
    Amouna, I can almost guarantee you that the toll contract produces revenues, but very little if any profits.
    If it did make a profit , why is AXPW raising $10M per year?

     

    this topic has been discussed at length here for years.
    17 Jul 2014, 09:34 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Not all participants in the well filling contest own water rights.
    17 Jul 2014, 10:12 AM Reply Like
  • D-inv
    , contributor
    Comments (4779) | Send Message
     
    Amouna, ISTM the 'toll contract' was almost certainly a "cost plus" exercise and likely allowed 10% - 12.5% (or less) margin.

     

    Isn't there another option besides raising cash through equity or debt offerings? Sale of the company is also possible.
    17 Jul 2014, 11:16 AM Reply Like
  • Amouna
    , contributor
    Comments (1995) | Send Message
     
    D-inv,

     

    That's where DDG's experience lies and His appointment could be a sign that the boD is exploring this possibility a well. We will have to see what he says during the next cc...
    17 Jul 2014, 11:25 AM Reply Like
  • Tampa Ted
    , contributor
    Comments (2652) | Send Message
     
    Considering they have been unable to get any traction anywhere else, it has to at least be on the drawing board of possibilities.
    17 Jul 2014, 11:34 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    It's also possible that a deal gets signed on less favorable terms for Axion. Perhaps TG had tactics that don't align with DDG's methods. Then again there are a whole bunch of other possibilities.
    17 Jul 2014, 11:35 AM Reply Like
  • Amouna
    , contributor
    Comments (1995) | Send Message
     
    DDG got minrad inc, a healthcare company, sold for 40 million to an Indian healthcare giant. He could pull the same stint on Axion if he gets a good valuation, but given how unpopular the pbC still is among the industry - Li ion still has all the spotlight am afraid- he will not be able to sell it at much of a premium.
    17 Jul 2014, 11:40 AM Reply Like
  • greentongue
    , contributor
    Comments (973) | Send Message
     
    "We had an unexpected opportunity to spend a few days with Axion's team, so we decided to delay the Cummins trip." - JP

     

    Something about the batteries that is more important than Cummins. Interesting. Hopefully it is good news.
    17 Jul 2014, 08:30 AM Reply Like
  • John Petersen
    , contributor
    Comments (30629) | Send Message
     
    In any system optimization problem you want to handle the dependent variables first because that reduces the number of iterations. We're pleased with our progress, but know we're a long way from perfection.
    17 Jul 2014, 09:18 AM Reply Like
  • wtblanchard
    , contributor
    Comments (2410) | Send Message
     
    I believe you've stated you're quite happy with Axion's "customer service" but has it been mostly responsive to your requests and questions, or something more proactive? Do you have the idea someone(s) there wakes up in the middle of the night thinking about ePower?

     

    Do they seek to schedule regular meetings with you (which I got the impression they did with BMW, though I don't know how often)?

     

    What do you mean by "team?" That could range from engineers to including the new CEO "just wanting to say hi and get to really get to know you guys" ...

     

    Anyone's service to ePower you particularly want to acknowledge? Many of us here are familiar with the names TG and Vani, and maybe the CFO of the day, but not more more (other than Enders and Dr. Buiel who have left) but it would be cool to learn about a few more of Axion's "Charlies" :-)
    17 Jul 2014, 09:59 AM Reply Like
  • John Petersen
    , contributor
    Comments (30629) | Send Message
     
    Our go to guy is Jack Shindle, Axion's VP of Engineering who has no qualms about coming to Florence for several days, rolling up his sleeves and getting his hands dirty if that what it takes to help resolve issues. Jack, in turn, brings in other team members as needed for specific tasks. While there's no particular need for regularly scheduled phone meetings, our support from the executive suite is strong and Vani has made several promising introductions to potential customers. DDG is planning a visit to Florence, although the date is still up in the air.
    17 Jul 2014, 10:29 AM Reply Like
  • greentongue
    , contributor
    Comments (973) | Send Message
     
    I wonder if/when Axion gets sold, what happens to the ePower exclusivity contract?
    I would expect part of the reason a company would by Axion out was to use the Carbon plates in their own products, some of which may compete with ePower. Even if they didn't, the pricing may change dramatically or even the availability.

     

    It is not unheard of for a company to buy a competitive product and then shelve it so their lesser product is the only choice on the market. Legacy battery makers have a lot invested in their existing products.

     

    Where does that leave us shareholders? Do we get a say or does the remaining float give enough control to force the buyout?
    17 Jul 2014, 07:27 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Greentongue, heck, you're all over the place.

     

    I don't want to be too critical but you're really reaching here relative to conspiracy theory. Axion and what it has to offer is not that deep a topic at this point. Well, unless we actually knew what the heck is going on at a much higher level. I do suspect if TG or now DDG were willing to sell out at this price we'd have a closing tomorrow. After shareholder approval that is. What the real closing price might be could be a reasonable discussion because I think it's changed a bit since a year ago.
    17 Jul 2014, 11:14 PM Reply Like
  • Tampa Ted
    , contributor
    Comments (2652) | Send Message
     
    "unless we actually knew what the heck is going" ...

     

    ii - isn't ignorance bliss? lol.
    18 Jul 2014, 08:54 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Stefan, I think we are going to get a splash of cold reality soon enough. I'm hoping it's refreshing but the path that the sales organization is blazing doesn't lead me to believe that upon arrival I should be holding my breath for crystal pure bubbly spring water shared with fairies and unicorns.

     

    Hmmm, Is that John's mythical well up ahead? lol.

     

    Mood music.

     

    http://bit.ly/s7yb2k
    18 Jul 2014, 09:35 AM Reply Like
  • geopark
    , contributor
    Comments (332) | Send Message
     
    greentongue,

     

    "Where does (a buyout) leave us shareholders?"

     

    This is a valid question over which I have expressed concern many times on these pages.

     

    "Do we get a say or does the remaining float give enough control to force the buyout?"

     

    I have no idea if there are enough shares in strong hands to prevent a buyout which leaves legacy shareholders disappointed. My guess would be that JP and Mr. Granville would vote against such a buyout, DCRugged and Patrick would possibly join that group, I most certainly would but currently I only own ~100Kshares. IIRC, that small group makes up <7Mshares, far from enough to prevent a sale/buyout.

     

    I like our new CEO, from what I know of him, but yes he has a history of taking the helm of a struggling company and selling it. Were these sales friendly to legacy shareholders? I don't know. A valid line of questioning at our first ConfCall with him would be to ask if he has intentions to sell the company and if so at what price.

     

    At this point I am holding and will buy more at .10eq with speculative funds only.

     

    Mr. Granville I trusted to keep my legacy shares safe, obviously he has more important things to do now and I wish him full success on that front.

     

    Mr. DiGiacinto I do not know well enough to trust the same as I did Mr. Granville, although I believe he has the skills to move our company forward and I am hopeful that he will either keep it in our hands or extract a price that will make most legacy shareholders whole (say ~$2/sh) and give the rest of us a nice return on investment.
    18 Jul 2014, 10:38 AM Reply Like
  • Amouna
    , contributor
    Comments (1995) | Send Message
     
    Iindelco,

     

    I think it is sorely needed. I am looking forward to that reality check no matter what the outcome is...
    18 Jul 2014, 11:46 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19398) | Send Message
     
    II: one of my great favorites from that era.

     

    HardToLove
    18 Jul 2014, 11:52 AM Reply Like
  • Rick Krementz
    , contributor
    Comments (3090) | Send Message
     
    Since the RS proposals passed, the BoD can, without any shareholder approval, dilute current shareholders to irrelevance. End of discussion.

     

    Will the current Board and CEO would do this? I don't know. Will they have any alternative? Lots of debate here.

     

    Except possibly with some expensive lawsuit(s), angry shareholders cannot stop the BoD (if in agreement) voting for a takeover. I assume (from ignorance) a sufficiently well-funded legal action could entangle the Board with injunctions to complicate the sell out, but not necessarily prevent it.

     

    Note that even if the share price spurts to a fifty cents, the BoD has been given the authority to dilute the legacy shareholders to irrelevance. Of course, having authority does not mean acting on it.
    18 Jul 2014, 01:26 PM Reply Like
  • Tampa Ted
    , contributor
    Comments (2652) | Send Message
     
    RK - Fun looking at the actual continuum of possible outcomes isn't it. [end snark]
    18 Jul 2014, 02:37 PM Reply Like
  • jpau
    , contributor
    Comments (960) | Send Message
     
    Now is the summer of our discontent
    Made harsh winter by this absence of sales
    All or hopes for recovery of share price
    Buried in the glacial bosom of customer apathy.
    20 Jul 2014, 11:08 AM Reply Like
  • LT
    , contributor
    Comments (5783) | Send Message
     
    Was the .1193 quote a real trade ?

     

    Schwab shows 2200 shares traded at .1193, now the bid/ask is .1304/.1447
    17 Jul 2014, 09:38 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    LT, There are people trading small levels of Axion stock that either don't know what they are doing or are looking to paint the tape to their advantage and cause a panic up or down at times. One method they use is to do a trade before all the bid/ask offers are placed into the market at the open. I had bids higher than the price this order was executed at this am but because this mm is faster, meh.
    17 Jul 2014, 10:01 AM Reply Like
  • todi18
    , contributor
    Comments (61) | Send Message
     
    That is a trade of $262. Somebody wake me up when the trading is $262,000 and my shares are truly liquid.
    17 Jul 2014, 10:08 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19398) | Send Message
     
    At the open 2K and .2K shares at that price.

     

    Bid had moved from $0.1191 x 12.5K at 9:20 to $0.1192 x 22.5K at 9:27 to $0.1103x12.5K at 9:27.

     

    I think an MM new something was coming because usuall bids and asks don't move this closely to the open. Usually moves *at* the open.

     

    MHO,
    HardToLove
    17 Jul 2014, 11:15 AM Reply Like
  • nogoodslacker
    , contributor
    Comments (1292) | Send Message
     
    Todi, it might be a long nap.
    17 Jul 2014, 11:18 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19398) | Send Message
     
    "my shares are truly liquid"

     

    Their value is melting away as we watch - can't get more "liquid" than that. :-))

     

    HardToLove
    17 Jul 2014, 11:20 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19398) | Send Message
     
    07/16/2014: EOD stuff partially copied from the blog (up now).
    # Trds: 50, MinTrSz: 400, MaxTrSz: 66257, Vol: 452300, AvTrSz: 9046
    Min. Pr: 0.1333, Max Pr: 0.1500, VW Avg. Tr. Pr: 0.1398
    # Buys, Shares: 8 130714, VW Avg Buy Pr: 0.1355
    # Sells, Shares: 42 321586, VW Avg Sell Pr: 0.1416
    # Unkn, Shares: 0 0, VW Avg Unk. Pr: 0.0000
    Buy:Sell 1:2.46 (28.90% "buys"), DlyShts 58457 (12.92%), Dly Sht % of 'sells' 18.18%

     

    Odd trading today as at the open we had seventeen consecutive sells at $0.15 for 100K shares. I think this might have been the CDEL 100K offer being depleted ...

     

    Unfortunately, ATDF came with a 137.5K offer at $0.14 at 15:33, dashing hopes that the larger selling might be over. Let's hope it doesn't appear again tomorrow.

     

    Anyway, the next two trades at 9:53/4 dropped to $0.1410 for 15K and pps trended lower bottoming at $0.1333 at ...

     

    Yesterday we saw the predicted VWAP move below $0.14 and we were awaiting the predicted close below $0.14 predicted for this week. We got that and now my concern shifts to whether or not the potential weak(?) support at $0.135 will materialize.

     

    Today it was penetrated and price came back above it. But it did not do so with conviction and I expect further tests of this will break below it within a short time.

     

    The ARCA oddity continues, appearing pre-market today only on the buy side with a bid at $0.136 for 10K for the third consecutive day followed by removal of the bid at the open.

     

    The larger trades (>= 15K) occurred on 6 of the 50 trades, 12.00%. These 214,157 shares were 47.35% of day's volume, and traded at a VWAP of $0.1386. 2 of the larger trades, 33.33% ...

     

    The other 44 trades, 88.00% of the day's trades, traded 238,143 shares, 52.65% of the days volume. The VWAP was $0.1409. 6 trades, 13.64% ...

     

    On the traditional TA front, beyond just the oscillators I watch, a few trends are worth noting. The first is that as our former support and resistance point of $0.15 was touched today with the spate of 17 sells at the open, price immediately retreated to $0.1401 and continued to drop as described above. Further ...

     

    We had our first test of the expected weak support at $0.135 with an intra-day penetration to $0.1333 followed by a weak recovery above $0.135. I don't expect this price to hold for long. The second consecutive day of lower lows suggest the continuation of weakening.

     

    Today's low, high, VWAP, trade volume, and daily short sales moved -2.13%, 0.00%, -00.09%, 479.69% and 58.42% respectively. Price spread today was 12.53% vs. 10.13%, 3.37%, 3.88%, 7.84%, 6.21%, 16.19%, 18.52%, 7.07% and 5.08% on prior days.

     

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

     

    HardToLove
    17 Jul 2014, 09:39 AM Reply Like
  • RBrun357
    , contributor
    Comments (820) | Send Message
     
    If anyone would like to take a break from the reality of watching paint dry and take a few minutes to just dream take a look at KNDI's chart!

     

    See what happened since early last week when they announced "significant orders"!! Imagine if/when Axion announces same?
    17 Jul 2014, 10:21 AM Reply Like
  • timzinski
    , contributor
    Comments (136) | Send Message
     
    Been long KNDI since under 4.00. Thanks to JP and his statement that KNDI had the best chance of EVs to succeed in its home market of China and due to its unique concepts.

     

    Been long AXPW ...averaged down ...current avg. pps is .185. Thanks to JP and his continued support of AXPW and ePower, NS, etc.

     

    500% gains in KNDI so far for me...I fully expect 500% gains minimum in AXPW.

     

    Still holding long.

     

    I am planning to visit Kentucky one of these days to meet JP and personally thank him .. heck, I may even be compelled to hug!

     

    My IRA's are looking great now .. I may avoid the trailer park retirement scenario.

     

    Thanks to all for this great forum, except those who continue to piss in our well. Go piss on an electric fence instead, then come back and buy more AXPW before you miss the train.

     

    Tim

     

    17 Jul 2014, 11:13 AM Reply Like
  • Milo2
    , contributor
    Comments (43) | Send Message
     
    I hear ya Rick :). Thanks for turning me on to KNDI.

     

    IMO, Axion will continue to see selling pressure until some kind of sales/orders are shown and that have at the very least the potential for consistency. Really, truly, it's time to sell them batteries. It's not that complicated.
    17 Jul 2014, 10:45 AM Reply Like
  • D-inv
    , contributor
    Comments (4779) | Send Message
     
    "break from the reality of watching paint dry "

     

    http://bit.ly/1peh8gi

     

    "... mudbrick called Banco: a recipe of mud and grain husks, fermented, and either formed into bricks or applied on surfaces as a plaster like paste in broad strokes. This plaster must be reapplied annually.["
    17 Jul 2014, 11:10 AM Reply Like
  • blauschuh
    , contributor
    Comments (411) | Send Message
     
    I will not be forced to look at the KNDI price! I sold my KNDI in order to load up on more AXPW. Dumb move of this decade for sure. I'm not bitter... I swear I'm not. haha

     

    The Axion lead paint dried a couple of years ago. The hazmat team is coming to remove the now peeling lead paint and to repaint with something more eco friendly. I guess I'll be sticking around to watch the fresh coat dry.

     

    However, I won't get too close to the axion paint, as the humidity rise from my "KNDI tear" evaporation may cause the new coat of Axion paint to bubble.
    17 Jul 2014, 11:40 AM Reply Like
  • bazooooka
    , contributor
    Comments (3663) | Send Message
     
    I'm selling some KNDI also. Don't think I need anymore Axion though.
    17 Jul 2014, 03:53 PM Reply Like
  • nakedjaybird
    , contributor
    Comments (2851) | Send Message
     
    IMPRESSIVE: (inspite of what WE apparently know!!)

     

    http://bit.ly/1lNOcbR

     

    Energy Storage - Tesla.
    17 Jul 2014, 12:53 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19398) | Send Message
     
    Fishing lures 12:47 - 12:53 100 share buys (3) @ $0.1389.

     

    Best bid $0.1431 best ask now $0.1399, back to $0.1398.

     

    HardToLove
    17 Jul 2014, 01:01 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11197) | Send Message
     
    Our new leader has been CEO for more than a half month.

     

    Why no communication other than announcing the appointment? Why no letter to the shareholders? DDG didn't come out of no where. He KNOWS Axion Power.

     

    I'm concerned that he has yet to reach out to the Axionistas that have supported this company for years, and deserve to hear something from him.

     

    After all, Axionistas own a huge percentage of Axion Power.

     

    It makes me suspicious...and I don't like what I'm suspicious of.
    17 Jul 2014, 02:53 PM Reply Like
  • nogoodslacker
    , contributor
    Comments (1292) | Send Message
     
    Maya, it's tough when you are working two full-time jobs to find time for annoyances such as investor relations.
    17 Jul 2014, 03:06 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19398) | Send Message
     
    NGS: The controller job is part time, no?

     

    HardToLove
    17 Jul 2014, 03:10 PM Reply Like
  • nogoodslacker
    , contributor
    Comments (1292) | Send Message
     
    HTL, Bethlehem, PA is a decent size city (75,000 people in 2010 census). I can't see how the controller for a town that size can be a part-time gig. I work in an organization of less than 100 people and our controller works pretty long hours.
    17 Jul 2014, 03:24 PM Reply Like
  • mrholty
    , contributor
    Comments (1135) | Send Message
     
    I'm ok with the Radio silence. Its not any different from our previous CEO. Notice the blog posts that time up with the CFO start and departure.

     

    If I am the CEO I guess he's probably spent a week or two in the office (hopefully some time with TG if TG's medical issue can allow it) and now he's out to meet everybody (from BMW to NS to whomever). He's also looking at financing in the future. We'll get to know him soon enough.

     

    I'm excited about this new chapter. I guess you could say I'm in a honeymoon phase.
    17 Jul 2014, 03:38 PM Reply Like
  • Amouna
    , contributor
    Comments (1995) | Send Message
     
    I also have a hunch that DDG will be more straightforward with us than TG ever was, or maybe it was just that we had high expectations about communication from upper management...
    17 Jul 2014, 05:13 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    "I guess you could say I'm in a honeymoon phase."

     

    Mr. Holty, Perfect! I'm also excited for the possibilities.

     

    OT: Not so excited about the plane shot down over the Ukraine and the commencement of an Israeli ground offensive. In our little investment world could make it harder to get funds. Not my biggest concern over these issues though by a long shot though. Uggh, we humans.
    17 Jul 2014, 03:57 PM Reply Like
  • RBrun357
    , contributor
    Comments (820) | Send Message
     
    When does change seem to take place? I am speaking about a 180 degree change in direction.

     

    AXPW stock price is in the mud, we have a change in management and we are hearing nothing from Axion. The significant orders remain as a promise in a fiction movie and NS comes out with their sustainability report and basically pisses all over the 999 changing the world! What's up with that??

     

    Add to this black cloud, ePower continues to experience delays and no news on the PowerCube front such as BySolar and whatever! And where are those investment dudes that want to create REIT type investments and buy PowerCubes for FR in order to generate income, are they still working on site location identification? How about all those other initiatives that AXPW has been working on and only mentioning in small bits and pieces and then disappearing behind NDA's?

     

    And now it is appearing that the postings have also dried up substantially here on SA. It just appears to me that this story has just about sank as low as it can go! Or has it?

     

    I have been attempting to get my head around this but I must admit that I don't believe I have a clue! From here forward AXPW stock can go down another $.135 if they completely fail to deliver. From what I have read and heard the PbC is a great product that will find its place in the world. What we don't really know yet is if TG has been selling us tickets to a show that has no performers.

     

    We continue to wait for JP's supply/demand dynamics to kick in. Maybe if the new CEO would come out and give us a pep talk that could be the catalyst for the change in direction but maybe the company is in a "quiet period" or something. Maybe the new CEO is still busy getting his stuff in order since it has only been 2 weeks since his official take over.

     

    Maybe, maybe maybe! There are more "maybes" in this story than one can count!

     

    We have seen lots of posters come and go. We have lost posters over many issues and it appears that one was lost over comments associated with a soccer game! Emotions are running high, nerves are becomming irritated and patience short. Maybe if Axion completely fails somebody will write a book about their Axion experience and make some money!

     

    Or just maybe the clouds will part and our new CEO will present himself and give us that pep talk and the market will respond with buyer enthusiasm.

     

    I remember buying into other stock stories that at times throughout many chapters appeared to be doomed to failure only to make a "significant" change and come out on top. Could Axion be one of those stories where all of a sudden the stars align and the NDA's fall and the market rejoices??

     

    I remember not so long ago buying KNDI in the $3.00 range all the while reading many a terrible opinion being posted on the internet regarding the little Chinese company and wondering why am I buying more of this stock! I just upgraded my 2008 Harley Davidson Road King to a 2014 Limited thanks to KNDI. I just hope that AXPW will be such a disappointment!

     

    I am now finished with my ramblings and my glass of wine needs refilled. I will continue to stay tuned to the Axion story and will keep my fingers crossed for that day we all have been waiting for when this story turns and the market recognizes the value in the PbC and Axion.

     

    GLTA

     

    RBrun357
    17 Jul 2014, 06:53 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    "...and NS comes out with their sustainability report and basically pisses all over the 999 changing the world!..."

     

    RBrun, I truly hope that you really didn't get this message from the NS999 report. I could never derive this meaning from the report.

     

    And ePower, Yeah it's taking longer than "the dream". I'm not very surprised at all. It's a complex system once you layer in a Cummins controller, the vector drive, the drive motor, all the other system controls and the PbC string BMS. Plus all the mechanical systems that exist along w/ fitting everything in. And they have to make things fit plus documentation.

     

    One other point. First off, Thank God they have the attention of all the primary sub system suppliers! Plus Jay and team didn't develop any of these sub systems so they have to learn a bunch as they go even though they have resource assistance. I can tell you that when I walked up to multimillion USD machines I designed and build, when things went wrong I could fix them in way less time than when I was working on other machines I knew but didn't birth. Makes a HUGE difference. So yeah, it takes time, uggh, but it's what it is. And yeah, I feel your anxiety for obvious shared reasons.

     

    Hang in there and take a sip for me!
    17 Jul 2014, 07:15 PM Reply Like
  • LabTech
    , contributor
    Comments (1778) | Send Message
     
    RBrun357,
    "We have seen lots of posters come and go. We have lost posters over many issues and it appears that one was lost over comments associated with a soccer game!"

     

    I suppose there are some posters like me. I used to spend a lot of time posting on the concentrators, especially when I was still accumulating stock, and thinking that a BMW design win was just a fleet test away. Now I have come to the reality that there are other things in my life I need to worry about. I still have all my Axion stock stuffed away in my sock drawer, but I also realize that at this point, there's nothing I can do to make sales appear and make the stock price rise. So I keep track of the posts on the concentrator, when I can, and hope that our new CEO has a plan forward. Time will tell.
    18 Jul 2014, 09:34 AM Reply Like
  • ARGE
    , contributor
    Comments (724) | Send Message
     
    Had hi hopes for June with NS and Epower, but hey August with work for me as well.
    But you know what they say, when even the die hards give up its time to buy when their blood is running in the (Wall) Streets.
    Oh and:
    http://bit.ly/1tdTGCm
    18 Jul 2014, 09:37 AM Reply Like
  • Nicholas Chen
    , contributor
    Comments (2718) | Send Message
     
    This was always an asymmetrical outcome play. You either bleed year by year, or you get a 10 bagger once a tier 1 design win hits. We are as close as getting that win as we've ever been.
    18 Jul 2014, 09:49 AM Reply Like
  • thotdoc
    , contributor
    Comments (1958) | Send Message
     
    I'm similar to Lab re just leaving the stock in the drawer and not posting much. I'm still here, but long b4 the comment I'd stopped posting regularly. I read the comments and if I thought I had something important to post, I would and will.

     

    I simply do not have anything to add to the knowledge base.
    18 Jul 2014, 10:31 AM Reply Like
  • wtblanchard
    , contributor
    Comments (2410) | Send Message
     
    Re: come and go and sock drawers ...

     

    I suppose we're all on different steps :-)

     

    http://bit.ly/1te69G9
    18 Jul 2014, 10:37 AM Reply Like
  • obieephyhm
    , contributor
    Comments (1591) | Send Message
     
    I still come by and speed-read through the concentrator for anything marginally useful but have otherwise withdrawn because I spent far too much unproductive time reading the same things being hashed over and over ad nauseum.

     

    Frankly, I don't obsess about any of my other stock holdings and I was dancing why too close to that level with the daily concentrator-inspired pour-overs.

     

    I paid my money and I take my chances. It won't be the first lost-cause in 30 years of investing and probably won't be the last. It'll do what it'll do with or without me giving a doo-doo.
    18 Jul 2014, 02:51 PM Reply Like
  • mechengr
    , contributor
    Comments (18) | Send Message
     
    OTOH my high school (back in the dark ages when students used pen and paper) English teacher used to say "you pays your money and you takes your chances". RB we all invested because we saw the potential of this ground breaking battery. Though everything you said is true those same points can also be used to show the huge opportunities available in transportation both rail and trucking, Power Cubes FR, power conditioning and back-up. It takes time to overcome the inertia of marketing, quoting, funding, and finally selling a system which then has to be designed, built, transported and installed. I agree this slow pace and lack of information is frustrating. But, I you believe in this product hang in there as it's going to take off. The spec's and price when compared to other technologies are just too good to be ignored.

     

    I attribute the decrease in posts and posters to this Concentrator going back to technical discussions and pending projects and getting away from the endless speculations ad infinitum ad nauseam concerning TG, NDA's, and NSC conspiracy theories. And that has been a welcome change.
    18 Jul 2014, 09:41 AM Reply Like
  • nogoodslacker
    , contributor
    Comments (1292) | Send Message
     
    I'm trying to imagine myself in the position of a financier or investor who is getting the sales pitch from DDG on why I should put my $10M into his company. I know that DDG cannot give me any information that is non-public, otherwise we would both be liable for insider trading. So, having done my DD and knowing all that is publicly available, I have to make a decision on what kind of deal I would need to make this worth the risk. This is definitely a risky play and I see the kind of deal that the PIPErs got last year. My initial thought is that, absent any change in sales outlook (which there certainly isn't known to be the case, at least publicly), I would want a deal at least as sweet as what the PIPErs got, which would give me at least half the company for my money plus assurances of more if the stock price and trading volume doesn't perform, plus a whole bunch of warrants to make me rich if the stock does perform. Rich one-percenter that I am, I care not a wit about existing stockholders and what is right for them.

     

    Now who wants to play the part of DDG and sell me on why I should demand anything less for my $10M.
    18 Jul 2014, 10:07 AM Reply Like
  • Nicholas Chen
    , contributor
    Comments (2718) | Send Message
     
    DDG: "If that's your offer then we'll go with our other offer."
    18 Jul 2014, 10:16 AM Reply Like
  • todi18
    , contributor
    Comments (61) | Send Message
     
    Am I missing something or are you suggesting they offer another 221mil shares for $10 mil or $.045 per share?
    18 Jul 2014, 10:46 AM Reply Like
  • nogoodslacker
    , contributor
    Comments (1292) | Send Message
     
    Todi. Yes, that is what I am saying. Put yourself in the place of a financier and knowing only what is publicly known today. PIPErs got half the company for $10M last year, so why wouldn't you demand the same. What incentive would any investor have to pay more unless there was some clear indication of an impending sales ramp. Axion has a couple of months to remedy the situation, but that is where we sit today.
    18 Jul 2014, 10:54 AM Reply Like
  • Mr Investor
    , contributor
    Comments (3217) | Send Message
     
    ngs, The 1:50 max split implies 6 cents/shr min in order to get a NASDAQ listing via $3/shr. I believe the uplisting will be worth something to the equity raise price, but I am not at all confident that the 'about 10% discount' that TG mentioned will come to pass. More time has elapsed w/o any more customer announcements, and go to Yahoo Finance and enter in the tickers for a variety of alt-energy names and you'll see that the sector has cooled off, too.

     

    But, as noted, there is probably still some time, perhaps as much as two months, for AXPW to regain some strength before the deal.

     

    PS, about all those other alt-energy stk charts---seems pretty clear now that the March 2014 moves was a sector-driven event. All five tickers that I entered have similar chart patterns. So some big sector news would probably help AXPW, too.
    18 Jul 2014, 11:43 AM Reply Like
  • Tampa Ted
    , contributor
    Comments (2652) | Send Message
     
    Mr. I - why would anyone currently trust what TG has previously said (whether his fault or not)? This is not a snark, but a real question based on the facts of the past year.

     

    DDG - take the mike and let's see if you can deliver.
    18 Jul 2014, 02:40 PM Reply Like
  • mrholty
    , contributor
    Comments (1135) | Send Message
     
    I'm optimistic that DDG can seal some deals. I think that will take time however.

     

    DDG's experience as a controller will allow him to talk to government and utility types better. Anyone who has spent time with municipalities knows their books are managed completely differently than corporations and therefore the discussions around finances act differently.
    18 Jul 2014, 02:59 PM Reply Like
  • dlmca
    , contributor
    Comments (402) | Send Message
     
    NGS

     

    You drive a hard bargain

     

    Who says $10M is the number?

     

    Bottom line will be are we closer now to the promised land than we were before the PIPE deal

     

    I wish we had that information - but we watch and wait - and hope "substantial" sales are confirmed in PO's before and financing arranged
    18 Jul 2014, 10:21 AM Reply Like
  • Nicholas Chen
    , contributor
    Comments (2718) | Send Message
     
    DDG needs to wrangle a Letter on Intent out of NSC, then pound the pavement in August to finalize a deal. If there are orders, any financier would find a deal too tantalizing to pass up.
    18 Jul 2014, 10:28 AM Reply Like
  • wtblanchard
    , contributor
    Comments (2410) | Send Message
     
    That NSC letter of intent would be for <2000 batteries at this point ... until a lot more testing and prototypes #2 and #3 appear and do some real work :-(

     

    Perhaps if we had a compromising video of some Island Energy Minister?
    18 Jul 2014, 10:43 AM Reply Like
  • nogoodslacker
    , contributor
    Comments (1292) | Send Message
     
    dlmca: "Bottom line will be are we closer now to the promised land than we were before the PIPE deal."

     

    I agree with that 100%. That is the heart of the matter. Based on what is public, I can only conclude we are not any closer today than we were last year. Maybe a little farther away, in fact, given that the NS999 is no longer "leading the charge" and that it seems ePower still has a lot of design work, de-bugging, and testing to do before it maybe will prove to be an economically viable trucking solution.

     

    I think the only real leverage for a deal would be if some other battery company wants to acquire the technology and is willing to pay up for a major stake in Axion. That sort of scenario would be in line with DDG's experience.

     

    Of course, the usual disclaimer: selling some batteries would help matters immensely.
    18 Jul 2014, 10:45 AM Reply Like
  • Amouna
    , contributor
    Comments (1995) | Send Message
     
    I have reached a point where I am considering break even as the best option for me personally. I will treat Axion's story as the "one" that wasn't, as a learning, heartbreaking experience an move on to greener grounds...
    18 Jul 2014, 10:51 AM Reply Like
  • wtblanchard
    , contributor
    Comments (2410) | Send Message
     
    Jul 16, 2014, 5:52pm HST UPDATED: Jul 17, 2014, 7:25am HST
    U.S. Pacific Command headquarters in Hawaii to get $8M microgrid

     

    http://bit.ly/1te5jsT

     

    No mention of storage ??? :-(

     

    part of the SPIDERS stuff I've seen on ZBB research ..

     

    "will be one of the first military installations in the country to have the ability to go off the grid when the power’s out
    ...

     

    addition of five diesel generators to the two generators that are already there, combined with a solar photovoltaic system installed on a new fitness center and two large solar carports. Other solar projects are planned for Camp Smith as well.

     

    ...

     

    expected to save money, with Camp Smith running its generators during peak load times and earning a financial reward from the local utility.

     

    Installation of the microgrid is expected to start in August."

     

    From a Nov 2012 plan:

     

    "The SPIDERS JCTD will incorporate three separate microgrid installations, and uses a “crawl, walk, run” approach that lends itself to streamlining processes for DoD and civilian microgrid adoption.

     

    Hickam Air Force Base in Hawaii—circuit-level microgrid, the crawl stage.

     

    Fort Carson in Colorado—larger microgrid that will incorporate a large photovoltaic system and vehicle to grid storage, the walk stage

     

    Camp Smith in Hawaii—the entire base will be incorporated into the microgrid; significant renewable energy and storage will be implemented, the run stage."

     

    http://1.usa.gov/VVoF4t
    18 Jul 2014, 10:34 AM Reply Like
  • Amouna
    , contributor
    Comments (1995) | Send Message
     
    Anyone with deep pockets who takes a punt at financing Axion will indeed look out for themselves first. Company has no sales plan (YET)? No need to risk principal and ask for a deal that is as sweet as PIPE indeed.

     

    If on the other hand there is a letter of intent from NSC,or a 50mW pipeline of committed powercube sales...
    18 Jul 2014, 10:42 AM Reply Like
  • JohnM121
    , contributor
    Comments (500) | Send Message
     
    We know the high level sales plans. Just because they don't make the details public or you don't like what you do know, does not mean they don't have one.
    18 Jul 2014, 11:16 AM Reply Like
  • Amouna
    , contributor
    Comments (1995) | Send Message
     
    I admire your optimism JohnM, but I unfortunately can't see myself buying into these sales plans anymore. If they have something concrete, I will be happy, otherwise I hope this new CEO has his feet firmly rooted in the ground, and doesn't throw promises in the air to his shareholders, in anticipation of business that ultimately fails to materialize in a reasonable time horizon. I know of no better way to destroy the market perception of you than this one...
    18 Jul 2014, 11:29 AM Reply Like
  • mechengr
    , contributor
    Comments (18) | Send Message
     
    Seems I spoke too soon when I said
    "I attribute the decrease in posts and posters to this Concentrator going back to technical discussions and pending projects and getting away from the endless speculations ad infinitum ad nauseam."
    18 Jul 2014, 01:34 PM Reply Like
  • John Petersen
    , contributor
    Comments (30629) | Send Message
     
    A new article from EIA's "Today in Energy" blog draws several fascinating conclusions about transportation energy use between now and 2040. Overall they're predicting a flatline trend in the 13 mmbopd range, but while fuel consumption in light-duty vehicles will fall from 63% to 51% due to improved fuel economy, fuel consumption in heavy-duty vehicles will increase from 18% to 28%, offsetting the substantial bulk of the light-duty vehicle fuel savings.

     

    http://1.usa.gov/Wi8Mf8
    18 Jul 2014, 11:29 AM Reply Like
  • nakedjaybird
    , contributor
    Comments (2851) | Send Message
     
    John - you will have to go have a talk with those Gov't folks, soon...... with data, and some trucker's experience plus "rantings", hopefully, supported by both Axion and Cummins, hopefully.
    18 Jul 2014, 12:23 PM Reply Like
  • D-inv
    , contributor
    Comments (4779) | Send Message
     
    Convenient conclusion preparatory to EPA action to mandate expiration of "grandfather" exceptions to recent heavy duty vehicle emission and mileage regs. IMO.
    18 Jul 2014, 12:30 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2410) | Send Message
     
    Looking to Fund a Clean Energy Project? You Need a Green Bank.New state-run investment funds could create a real marketplace for alternative energy projects—and bring down costs for all of us.

     

    http://bit.ly/Wi9wkH

     

    "In December 2013, New York launched its first-ever "green bank," an ambitious state-run $1 billion investment fund meant to help finance the kinds of local energy-efficiency and clean-energy projects that bigger financial institutions typically overlook.

     

    ...

     

    New York is not alone in latching onto the idea of changing the way it funds clean-energy projects. Connecticut introduced a green bank in July 2011, while officials in Hawaii are in the process of starting one. California, Maryland, and New Jersey have also considered or introduced similar legislation or proposals."
    18 Jul 2014, 11:34 AM Reply Like
  • ARGE
    , contributor
    Comments (724) | Send Message
     
    Maybe they could finance the FR investment fund for the more power cubes that was mentioned a little while back.
    18 Jul 2014, 02:31 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19398) | Send Message
     
    07/17/2014: EOD stuff partially copied from blog (up now).
    # Trds: 25, MinTrSz: 100, MaxTrSz: 18200, Vol: 126800, AvTrSz: 5072
    Min. Pr: 0.1193, Max Pr: 0.1400, VW Avg. Tr. Pr: 0.1353
    # Buys, Shares: 11 31600, VW Avg Buy Pr: 0.1395
    # Sells, Shares: 14 95200, VW Avg Sell Pr: 0.1339
    # Unkn, Shares: 0 0, VW Avg Unk. Pr: 0.0000
    Buy:Sell 1:3.01 (24.92% "buys"), DlyShts 11500 (09.07%), Dly Sht % of 'sells' 12.08%

     

    We had two outliers at the open today - sells of 200 and then 2K for $0.1193. The next lowest-priced trades, and they had multiple trades and some volume, were at $0.1335 and higher. Without these two trades the day's low could be reasonably considered to be $0.1335, although this was the single larger trade of the day at 18.2K. Next up were a couple at $0.1336.

     

    We had four “lures” today – three 100 share buys at $0.1389 and one 100 share buy at $0.1399.

     

    We did not see ATDF come with a 137.5K at $0.14 offer again. Don't know if they changed their mind or sold it in smaller chunks, at lower prices or what.

     

    The $0.135 is now being tested as yesterday we went below it, even ignoring those two outliers, and came back to and above it. But it was very low volume, a low buy percentage and I have stated I don't expect it is a strong support level. A few days should tell the story.

     

    All the usual in the blog here.
    http://seekingalpha.co...

     

    HardToLove
    18 Jul 2014, 12:13 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    The Coming Storage Boom: Project Proposals Nearly Double California’s Storage Target

     

    "However, just because a storage project is in the queue doesn’t mean it will be built, Sanders noted. (We've seen the same thing in solar in the past.) At this point, proposals don’t even require any money from the applicants. That step will come only after a first-phase study to determine the costs of individual projects.

     

    Sanders compared the present storage rush to the early days of California’s renewable portfolio standard, when wind and solar power interconnection requests added up to enough projects to supply three times the mandate’s needs. Still, it’s certainly a sign that the storage mandate has provided a massive boost in interest from developers."

     

    http://bit.ly/1teK3Du
    18 Jul 2014, 01:49 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2410) | Send Message
     
    "It’s also a challenge for CAISO and the other state agencies tasked with coming up with ways to value storage, she noted. One challenge is coming up with rules for a resource that both absorbs and discharges electricity, unlike traditional generation resources that only produce power, she said. That may sound like a simple problem to solve, but it will actually require significant reworking of the regulations for valuing both sides of the equation."
    18 Jul 2014, 06:02 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Philadelphia: Septa steps back from the brink

     

    http://bit.ly/WiBNr8
    18 Jul 2014, 02:21 PM Reply Like
  • LabTech
    , contributor
    Comments (1778) | Send Message
     
    Now if we could only show them how much they could save by dumping Li-ion and replacing it with a PowerCube.

     

    "The Letterly installation was commissioned in 2012 and is built around a Saft 800kW lithium-ion battery with ABB Envitech power equipment and Viridity VPower energy management software, capturing and storing regenerative braking energy discharged by trains on a five-station stretch of the line.

     

    As well as reducing power consumption by up to 2100MWh per year, the system unlocked a new revenue source for Septa by allowing it to sell energy back to the grid. With the ability to store energy, Septa is able to take advantage of fluctuations in energy prices and sells power back to the grid when demand is highest.

     

    "Reducing energy consumption was always our primary goal, the second was reducing our energy impact and revenue came after that," explains Septa's chief engineer Mr Andrew Gillespie. "However, the revenues have been far higher than expected. This winter has been so cold that we expected to make $US 6000 per month, but we had two months when we made $US 20,000 and since January we've been averaging over $US 3000 per week. We expect to see a double bell curve, with mid-summer and mid-winter generating the most revenue. Overall we expect Letterly to bring in $US 150,000 per year."
    18 Jul 2014, 03:24 PM Reply Like
  • Nicholas Chen
    , contributor
    Comments (2718) | Send Message
     
    The Pee Welcoming Committee:

     

    A Moaner, S Moron, R Kurmudge, N Goonhacker, D Imp.

     

    Your move, DDG!
    18 Jul 2014, 02:45 PM Reply Like
  • Tampa Ted
    , contributor
    Comments (2652) | Send Message
     
    Ranma, it will be interesting if your blind faith continues, if Axion flushes your shares.
    18 Jul 2014, 02:47 PM Reply Like
  • Nicholas Chen
    , contributor
    Comments (2718) | Send Message
     
    I don't have blind faith. I just admit my mistakes and move on.

     

    Btw, I don't really think you're a moron. You asked many good questions during the CC. It just happened to be an easy wordplay.
    18 Jul 2014, 02:50 PM Reply Like
  • Tampa Ted
    , contributor
    Comments (2652) | Send Message
     
    If it makes you feel any better, I've been getting that since second grade gym class when my name wouldn't fit in the box on my t-shirt, so I wrote moron instead.
    18 Jul 2014, 03:05 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Stefan, practicing your diversionary skills early?

     

    "Hey, double team the guy with high tube socks and ignore the moron. Why that SO_!" ;-D
    18 Jul 2014, 03:22 PM Reply Like
  • Tampa Ted
    , contributor
    Comments (2652) | Send Message
     
    haha, yeah, sumthing like that!
    18 Jul 2014, 04:08 PM Reply Like
  • nogoodslacker
    , contributor
    Comments (1292) | Send Message
     
    Well fellows. I finally listened to my own advice and have sold all my shares. I'm sure some of you will think good riddance, but I will continue to watch and comment on occasion if I have anything to add. I may buy back in after the split and whatever financing they are able to arrange. I have no doubt that PbC is a wonderful technology, but there is just too much fire left to burn before this phoenix can rise from the ashes.
    18 Jul 2014, 02:51 PM Reply Like
  • John Petersen
    , contributor
    Comments (30629) | Send Message
     
    It certainly explains the volume for the last few weeks.
    18 Jul 2014, 02:59 PM Reply Like
  • Nicholas Chen
    , contributor
    Comments (2718) | Send Message
     
    Was that you with ADTF? I was bidding hoping for the CDEL guy to lower, but once a new seller came in I decided to wait and see. Could have come to an agreement ;)
    18 Jul 2014, 03:02 PM Reply Like
  • Amouna
    , contributor
    Comments (1995) | Send Message
     
    good luck NGS!
    18 Jul 2014, 03:05 PM Reply Like
  • nogoodslacker
    , contributor
    Comments (1292) | Send Message
     
    JP. No it doesn't. I sold everything in a single day. I didn't have nearly as many shares as many of you and my total loss on this investment is only about two years worth of capital gains loss write-offs. At least I have that to look forward to. The money I sold my shares for will be buying me a new bicycle and a trip to Alaska for the family--truly worthwhile investments.
    18 Jul 2014, 03:42 PM Reply Like
  • abcd9876
    , contributor
    Comments (69) | Send Message
     
    Thanks for your inputs. I cannot say I have not thought about the same given the lack of any positive news since last CC - given much was expected in June. But that said - general unpredictability that comes with emerging technologies and more importantly - CEO change has kept me on board. Any time there's a CEO change with incoming CEO having strong credentials in turnaround and financing, you got to give the new guy couple of months to show some progress. Now, to borrow from someone else on the board - Lets sell them batteries!
    18 Jul 2014, 04:03 PM Reply Like
  • Nicu Mihalache
    , contributor
    Comments (1073) | Send Message
     
    Thanks for the cheap shares :D

     

    Accumulating steadily as soon as cash is available from AAPL calls and AXPW goes to lower unreasonable levels.
    20 Jul 2014, 11:05 AM Reply Like
  • tonys23
    , contributor
    Comments (96) | Send Message
     
    ISTR that Tom Konrad predicted the price would fall to six or seven cents before it turned around. Many ridiculed that at the time ....
    18 Jul 2014, 03:33 PM Reply Like
  • Nicholas Chen
    , contributor
    Comments (2718) | Send Message
     
    He predicted 5 cents. I predict 5.01 cents. Does that make me more right?
    18 Jul 2014, 03:45 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Bloodhound Gang Tracks Source Of China Distributed Solar Fail

     

    "A third issue is pollution. Greenpeace has collected some data on its system and shared it with me for some quick analysis. So far, the data collected on PV output was fortunately on a series of dry, clear days with similar temperatures (near freezing) and low relative humidity. Beijing winters are ideal for such constant weather patterns, where the only thing that varies is air pollution.

     

    The data are for only a single stretch of six weeks, but a clear pattern emerges. Days with air pollution above 100 micrograms per cubic meter showed solar output around half that of days under 50 on the same measure. (Note: pollution data from the US Embassy should be taken with caution given the distance from Shunyi, but most Beijing-area pollution is regional haze, much of it coming from far outside Beijing, such as from coal plants way out in Southern Hebei province.)

     

    A quantitative analysis based on the Greenpeace data, data from a small rooftop installation in Shanghai, and a couple other press reports suggest an initial estimate of pollution’s impact on PV output in Beijing at around 12% year-round. But it will take time to make this estimate more robust."

     

    http://bit.ly/1tf9l4f
    18 Jul 2014, 04:07 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    DDG in a brief clip in his municipal role.

     

    A "Good Morning Vietnam" moment. Hope it's not repeated elsewhere.

     

    http://bit.ly/1tfeute
    18 Jul 2014, 04:37 PM Reply Like
  • mrholty
    , contributor
    Comments (1135) | Send Message
     
    I liked it. Straight and direct. Any idea what that was about in a bigger context?
    18 Jul 2014, 05:08 PM Reply Like
  • John Petersen
    , contributor
    Comments (30629) | Send Message
     
    That clip was from August 2010, a time when DDG was a City Councilman calling the City Controller on the carpet.

     

    His bio on the Colmen Group website is a little dated with a 2013 copyright notice, but it says:

     

    "Mr. DiGiacinto is also a current Bethlehem City Councilman. He has served on five different committees and participates in other city government programs. Mr. DiGiacinto is running for Controller for the City of Bethlehem, PA, in this November election. He is also actively involved in numerous civic and non-profit organizations in his hometown of Bethlehem, PA."

     

    http://bit.ly/1evIjSu

     

    Apparently his history with City Government was as a councilman from 2010 to 2013 and election as controller last November.

     

    http://bit.ly/1tfnw9J

     

    Can you imagine the grief DDG would have to endure at home if seven months after the election he called a press conference to say, "I know I ran for the Controller gig last fall, but now I have to throw Bethlehem under the bus because I decided to take another job"?
    18 Jul 2014, 05:22 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Looks like the city has been having fiscal problems since at least 2008 based on some other web pages I read.

     

    http://bit.ly/WjaDQT
    18 Jul 2014, 05:27 PM Reply Like
  • mrholty
    , contributor
    Comments (1135) | Send Message
     
    Oh I like it even more. Clearly he was pissed off enough to think he could do her job better than her and now he is.

     

    I like the attitude. Now I am definitely planning to attend the AGM and august 15 can't come soon enough.
    18 Jul 2014, 05:43 PM Reply Like
  • Amouna
    , contributor
    Comments (1995) | Send Message
     
    iindelco,

     

    Watching this video, it seems to me that DDG is the kind of man who calls it as it is, without sugar coating...

     

    I hope he comes out on the next cc as Axion CEO with a full inventory of the good, bad, and downright ugly that has been hidden for so many years. More interesting will be the stock price reaction to it. I personally would think if he comes out clean on every initiative that was undertaken under previous leadership, we might even have a surprise, sustainable rally.
    19 Jul 2014, 05:45 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Amouna, I am also hoping that his style contrasts with that of our prior union contract negotiator. I guess when you think about TG in that context perhaps his style makes sense. Fortunately or perhaps unfortunately, depending where you stand, negotiating union contracts is not the same are building public companies. Being overly stealth breeds suspicion. I suspect Axionistas have more than enough of this.
    19 Jul 2014, 09:37 AM Reply Like
  • LT
    , contributor
    Comments (5783) | Send Message
     
    General Electric's (NYSE:GE) CEO Jeff Immelt on Q2 2014 Results - Earnings Call Transcript
    Jul. 18, 2014 11:56 AM ET | About: General Electric Company (GE)
    Next, talk about transportation, the transportation team continues to execute well in a pretty tough environment. Domestic activity continues to improve though, carloads in the U.S. were up 4% for the first half driven by intermodal, petroleum and a very strong grain shipments and even coal saw 30 basis points of growth as post winter stockpiles a replenished.

     

    Higher volume in conjunction with the first quarter whether effect have impacted velocity on the lines. As a result, part locos are at their lowest levels since 2007, 2008.

     

    We have seen increased orders activity in locos. At the beginning of the year, we communicated that we expected to ship about 600 units in '14. We now expect that that shipment number to be closer to 750 plus.

     

    We feel good about our momentum on locomotives and are experiencing high utilization of our plants in 2014. Based on the first of market Tier 4 solution and improved rail volumes, we are optimistic that customers will continue to place orders in and for 2015.
    18 Jul 2014, 05:33 PM Reply Like
  • Nicholas Chen
    , contributor
    Comments (2718) | Send Message
     
    I posted Wick Moorman's statements from NSC's last CC. They expect most of the production from GE and others that meet the Tier 4 requirements to be unavailable for purchase, already booked by other rail. That is part of the reason they are pushing the rebuild program.
    18 Jul 2014, 11:28 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    Who the heck knows?

     

    At the bottom of the page.

     

    http://bit.ly/1szSags

     

    The "English" site.

     

    http://bit.ly/1szSawK

     

    http://bit.ly/1szSawM

     

    ?
    http://bit.ly/PH6GCO
    18 Jul 2014, 09:45 PM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    I do wonder if this Chinese information fragment goes back to this time frame in Axions history?

     

    "Without the funding, Axion may have to look to other locations, possibly overseas. Already, government representatives from China, Russia and Germany have visited Axion to offer relocation incentives and try to persuade the company to move its facilities closer to emerging markets in Europe and Asia."

     

    http://bit.ly/J4gVHX
    19 Jul 2014, 09:43 AM Reply Like
  • DRich
    , contributor
    Comments (4819) | Send Message
     
    >iindelco ... If you gotta go then you gotta go. For all the interest shown thus far for the PbC in the USA it is a viable solution. Go where the market is or could be.

     

    At least go somewhere someone is interested. Our good buddy, Viridity, has convinced SEPTA to install a supercapacitor storage system. I wonder how much that decision was derived from New Castle PowerCube data. I'm sure they had to see similar data feeds that ePower is presently seeing. I also wonder how much consideration they gave to actually using the PbC.
    19 Jul 2014, 10:13 AM Reply Like
  • geopark
    , contributor
    Comments (332) | Send Message
     
    Great sleuthing ii. Interesting how the Axion PbC with logo shows up on the first page you linked but nowhere else that I could see. Like you said . . . ?

     

    And oh, if only one of the bill of ladings showed a 'significant order' going east, maybe in September.

     

    thanks
    19 Jul 2014, 10:46 AM Reply Like
  • iindelco
    , contributor
    Comments (10233) | Send Message
     
    DRich, If they can go now they should if it makes sense. China, Nah, No, Never. The obvious choice would have been Eastern Europe. I would however sell rights to the Asia Pacific region to China. Just write it off.

     

    I do wonder how many opportunites have been passed up by TG in stealth. Of course that is his job and I understand that. But sitting where the asset sits right now you do have to wonder if the right choices were made for the wrong reasons. We'll never know obviously.

     

    As for Viridity and SEPTA, I'll never understand why Americans are so blind about how business is really being run in the world. Reality is coming like a freight train.
    19 Jul 2014, 10:55 AM Reply Like
  • Edmund Metcalfe
    , contributor
    Comments (3676) | Send Message
     
    FWIW

     

    ChemLine AS: Here's an idea for Axion to consider to replace the paraffin-and-rosin impregnated graphite foil with a flexible chemically resistant spray-on conductive coating. Could be applied to the back of the carbon sheet AND/OR the copper, I figure.

     

    Viscosity reduction with TX suggests high acid resistance.
    http://bit.ly/1rqp16V
    19 Jul 2014, 11:19 AM Reply Like
  • wtblanchard
    , contributor
    Comments (2410) | Send Message
     
    Who needs PbCs when you can lease EVs?

     

    PRESS RELEASE July 9, 2014, 10:25 a.m. EDT

     

    Los Angeles Air Force Base Installs Princeton Power Systems Bidirectional Electric Vehicle Chargers

     

    Princeton Power Systems Aids DOD by Deploying the First Fleet of Bidirectional V2G Fast-Charging Stations for Electric Vehicle Drivers

     

    http://on.mktw.net/1rq...

     

    "GTIB-30

     

    ...

     

    and third-party fleet-management software aggregators, Princeton Power played a vital role in developing the ground-breaking solution in order to compete in the electrical utility ancillary service markets and provide other energy-related services to Department of Defense (NYSEARCA:DOD) facilities. It is intended that ancillary service driven cost reduction and revenue will partially offset EV fleet lease expense with the potential to improving energy security on base.

     

    ...

     

    During typical usage, the charging stations will charge the electric vehicles directly from the local utility grid enabling LAAFB personnel to utilize the electric vehicles as transportation within the base. When called-upon, and when connected to the electric vehicle, the bi-directional charging station will switch power flow directions quickly in order to support vehicle-to-grid energy request by discharging the electric vehicle's on-board battery. In addition to supporting the reliable operation of the transmission and distribution system by providing frequency regulation, discharging the battery can also support, demand response and VAR support, among other operating modes."
    19 Jul 2014, 11:40 AM Reply Like
  • wtblanchard
    , contributor
    Comments (2410) | Send Message
     
    Fleet and Fuels take:

     

    http://bit.ly/1rqusTz

     

    "The Pentagon recently clarified plans for initial V2G tests at four military bases"
    19 Jul 2014, 11:45 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19398) | Send Message
     
    I wonder how the longevity of the vehicle batteries will be affected.

     

    Haven't read the links yet.

     

    HardToLove
    19 Jul 2014, 12:41 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2410) | Send Message
     
    or the Warranty?

     

    at least it's not Arizona ... cooler in LA, right?
    19 Jul 2014, 12:46 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19398) | Send Message
     
    LA is cooler, but they do have *some* higher temps, especially in the downtown areas, occasionally.

     

    Nothing like Phx. AZ though.

     

    HardToLove
    19 Jul 2014, 01:49 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19398) | Send Message
     
    07/18/2014: EOD stuff partially copied from blog (up now).
    # Trds: 36, MinTrSz: 2, MaxTrSz: 77200, Vol: 321777, AvTrSz: 8938
    Min. Pr: 0.1330, Max Pr: 0.1398, VW Avg. Tr. Pr: 0.1344
    # Buys, Shares: 20 208909, VW Avg Buy Pr: 0.1350
    # Sells, Shares: 16 112868, VW Avg Sell Pr: 0.1334
    # Unkn, Shares: 0 0, VW Avg Unk. Pr: 0.0000
    Buy:Sell 1.85:1 (64.92% "buys"), DlyShts 167993 (52.21%), Dly Sht % of 'sells' 148.84%

     

    Today's low, high, VWAP, trade volume, and daily short sales moved 11.48%, -0.14%, -00.60%, 153.77% and 1,360.81% respectively. Price spread today was 5.11% vs. 17.35% (thanks to the two $0.1193 trades), 12.53%, 10.13%, 3.37%, 3.88%, 7.84%, 6.21%, 16.19% and 18.52% on prior days.

     

    The $0.135 weak support, IMO, was tested for the third consecutive day. It's looking weak, even considering Wednesday's VWAP of $0.1398 with a range of $0.1333 - $0.1500 (100K, ~22% of day;s volume). ~28% traded at or below $0.1359.

     

    Yesterday, Thursday, was a low-volume day so we wouldn't give its behavior a lot of weight. It ranged from $0.1193 (two trades at the open totaling 2.2K – a better low would be $0.1335) to $0.1400 (three totaling 15.2K) and ended with a VWAP of $0.1353. Checking the trading breakdowns we see 60.1% traded below $0.135.

     

    Today, even with “decent” volume for us, 73.15% of volume traded below $0.1350. Another 20.64% traded right at $0.1350. This with 64.92% buys.

     

    The result is we now have a three-day string of increasing percentages of trading below the $0.135x range on both rising and falling volumes and buy percentages.

     

    See the notes ...

     

    ... six of the last eight days have had lower lows. Today we add two consecutive days of lower highs.

     

    ... The trading lows are approaching the slowly rising 200-day SMA of $0.1318.

     

    The 5, 10, 25 and 50-day averages for the VWAPs have switched ... to all down again. Today the averages are ...

     

    We had one outlier, the last trade today, a buy of 5K shares for $0.1398 at 15:54:54. I'm not real sure how much of an outlier it was though because there were also three buys at $0.1378 – one for 7 shares at 14:45 (appears to be “locking up” a 10K trade that completed later), one for 5K shares at 15:53:36, and one for 9,993 shares (paired with the 7 shares?) at 15:54:00.

     

    Was the $0.1398 just a determined “buy regardless” trade or ... Checking the breakdown by price, the $0.1378 - $0.1398 price range is only 20K shares, 6.22% of days volume. Assuming a bell curve ...

     

    The larger trades (>= 15K) occurred on 4 of the 36 trades, 11.11%. These 149,000 shares were 46.31% of day's volume, and traded at a VWAP of $0.1343. 3 of the larger trades, 75.00% ...

     

    The other 32 trades, 88.89% of the day's trades, traded 172,777 shares, 53.69% of the days volume. The VWAP was $0.1346. 17 trades, 53.13% ...

     

    The usual, and a bit more depth, is in the blog here.
    http://seekingalpha.co...

     

    HardToLove
    19 Jul 2014, 03:49 PM Reply Like
  • Axion Power Host
    , contributor
    Comments (523) | Send Message
     
    Author’s reply » New concentrator with only (UPDATED!) charts from John Petersen.

     

    http://seekingalpha.co...
    20 Jul 2014, 10:28 AM Reply Like
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