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Trade stocks by day, and at night am writing a historical epic about the ancient Mayan civilization. "Maya: Spirits Of The Jaguar" is a sweeping saga set in the ancient and magical Mayan landscape where a wronged family struggles against prophecy, power, treachery and forbidden love,... More
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  • Mayascribe
    , contributor
    Comments (9984) | Send Message
     
    Author’s reply » Last comment in the previous Concentrator from John Petersen (I'll add, phew, I'm glad that's over with!)

     

    SPECIAL SITUATIONS WAS GONE BY YEAR END.

     

    They just filed their Form 13F Holdings Report for December 31st and there is no line item for Axion Power – http://1.usa.gov/zn6W30

     

    In comparison, their September 30th report reflected ownership of 3,152,246 shares. – http://1.usa.gov/ulFZ8z

     

    I'm a very happy boy because that's one more name I get to cross off my list.

     

    It really is amazing when you think of the pressure they applied during 2011. They sold 8,771,930 shares into a market that traded a total of 22 million shares the year before. When you consider that the 77.7 million shares of trading in 2011 was half buys and half sells, 22.6% of all shares that were sold during the year came from a single holder. When you toss in another 5,633,091 shares from Quercus, the two major sellers represented 38.9% of all selling.

     

    I think we all know who those 14.4 million shares were absorbed by.
    10 Feb 2012, 02:45 PM Reply Like
  • jakurtz
    , contributor
    Comments (1940) | Send Message
     
    This is great and part of the beauty of the new raise is that their were none of these dinosaurs in it as far as we know. I believe this is what Granville was talking about when he said to Ricknplano that one of the most important aspects of the new raise would be to find a good "fit". Lots of smaller investors rather than a few large investors, brings more stability to the stock. I think this is also why it could have been a little more expensive in terms of the fees. It is harder for the placement agent to get 30 small investing cats together rather than a few large ones and could also lend to the reason they fell a few hundred grand short of the total.
    10 Feb 2012, 03:08 PM Reply Like
  • bazooooka
    , contributor
    Comments (2893) | Send Message
     
    John (or anyone), do the new placement shares affect our "inflection" thesis. It seemed our recent run from .25 up to .65 was based on shares getting scarce (i.e. SS running out etc) and not from news.

     

    Does the increased float make those types of runs less likely now? Also does the FINRA data still correlate with the volume of late and the idea that some of the other 2009 placement investors have exited as well?

     

    Ps. I posted this on last concentrator but I'm afraid it may get lost over there http://seekingalpha.co...
    11 Feb 2012, 07:42 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18056) | Send Message
     
    Bazooka: regardless of anything else, what we saw is a common scenario: "overshoot". We saw this on the move down to $0.25 (I had thought $0.30 would hold) and the move up to $0.64.

     

    When a price has been artificially depressed, as AXPW was, there are often many buyers who recognize a "value" down there. They start taking advantage, as many of us "bottom-fishers" did here, and then others, coming later to the party, begin buying too. The buying pressure causes fairly rapid price rise and that gets the attention of screeners used by momentum traders. They jump in too.

     

    It's common then for really late-comers to cause "price" to overshoot to the upside. Momentum traders start selling, taking profits. Others see price dropping and also do some selling.

     

    The $0.5x-$0.6x was "overbought", being far above recent price ranges (going back to Oct and prior is needed to see similar ranges) even though little had fundamentally changed. The PR about PJM/Veridity, combined with a strong belief we had that Special Sits was out of the market, drove much of the spike I think.

     

    The retreat from that high as the market tries to find the "correct" price level is normal. You may recall that I thought we were beginning to enter a consolidation phase around 1/27. The share issuance just had the effect of moving that consolidation to a lower price range on a one-day price drop IMO.

     

    There *may* be a small overshoot to the downside as the correct price level is sought. This attempt to find "correct price" is one of the reasons we often see "waves" and other forms of (short, medium, long-term) "consolidation" around a price level after a substantial move away from recent trends.

     

    It's also why we can observe volume tending to taper off as consolidation progresses - a greater and greater percentage of investors or traders have made their near-term moves and enter wait mode.

     

    We are seeing all these "symptoms".

     

    IMO, any of the placement shares that would affect prices down at these levels have already done their dirty deed. Those newer shares that have not yet been distributed are more likely, IMO, to have effect as a temporary "cap" on price as some rise occurs. Whether it would be at a double, triple or other relative price point is tough for me to call. It might depend on the news environment at the time a substantial run up occurs.

     

    I don't think they will affect an "inflection point" to the upside. They are more likely, IMO, to cause start of a consolidation at some elevated price point.

     

    ATM, we are at "the right price", as suggested by a "reversion to the mean" scenario. ($0.64-$0.25)+$0.25 = ~$0.44. However this is not necessarily the "correct" price - it's just a price at which "dissipation" of the recent volatility occurs. We are in a short and medium-term consolidation IMO. The short-term pattern forming here breaks down ~2/3 of the time and up ~1/3 of the time.

     

    If price does move down, I *expect* it to be shallow and brief as I think the market's "correct price", all things considered, is somewhere in the low-to-mid $0.5x area for *now*.

     

    But I think none of this is related to the new shares, other than the offering price was much lower than most of us would've expected.

     

    All MHO,
    HardToLove
    11 Feb 2012, 10:02 PM Reply Like
  • bazooooka
    , contributor
    Comments (2893) | Send Message
     
    Thank you for response. There is solid logic there and as a former trader myself I agree with a lot of it. However a part of me still wonders how many "short termers" are in a stock like Axion. I hope the .40s hold and that real resistance isn't seen until we approach $1.
    12 Feb 2012, 12:32 AM Reply Like
  • 481086
    , contributor
    Comments (3450) | Send Message
     
    "From my cold dead hands!" Only a blowtorch is gonna get me to loosen my grip on any shares this side of three bucks. But I admit it, at six I will probably cry uncle and pull a full D.B. Cooper. Shoot me.
    12 Feb 2012, 12:42 AM Reply Like
  • bazooooka
    , contributor
    Comments (2893) | Send Message
     
    Also thanks to JP for his insights. I agree that it is nice to get those 8M share dinosaurs out of our kitchen. Hopefully the new investors and the remaining old ones hold their shares dear and have no unforeseen events for their selling hand.

     

    http://seekingalpha.co...
    12 Feb 2012, 01:31 AM Reply Like
  • John Petersen
    , contributor
    Comments (30232) | Send Message
     
    It doesn't change my basic thesis, because in my experience direct placement purchasers climb the same wall of worry ad bottom feeders and they usually have similar investment horizons and price expectations. You invariably get a few guys who can't resist a flip for a 20% profit, but they're a minority. The more common target is a four-bagger or better in 12 to 24 months.

     

    The difference between February 2011 and 2012 is striking, even with the new placement. Last February we were looking at a 2010 trading volume of 22 million shares with at least two and more likely three big sellers that had 8+ million shares each - Quercus, SS and the Winner Estate – http://nyti.ms/y8g1tL – This year we're looking at 2011 trading volume of 77.7 million shares, one known seller in Quercus that's down to 2.5 million shares and an unknown percentage of the direct placement shares as potential supply. YTD trading volume for 2012 is already over 18 million shares. For the same period in 2011, cumulative volume was 6.9 million shares.

     

    Unless volume breaks trend and collapses, the potential new supply isn't much more than a speed bump in the broad scheme of things. It may smooth the inflections and augment supply as prices improve, but there's nobody with enough shares to change the fundamental dynamics.

     

    The new issuance has complicated the FINRA analysis because there are now two potential sources of supply - the 2009 and 2012 purchasers. I think the methodology remains intact, but the conclusions are murkier.
    12 Feb 2012, 01:33 AM Reply Like
  • eggwis
    , contributor
    Comments (769) | Send Message
     
    John,

     

    Why would we assume that Quercus was involved in the latest offering if they've been readily liquidating? Why would we presume that they would want to be involved and more importantly, other than the fact that they have deep pockets, why would would they be invited given that they've put so much pressure on the price over the last year?
    12 Feb 2012, 03:30 AM Reply Like
  • bazooooka
    , contributor
    Comments (2893) | Send Message
     
    Egg,
    Quercus still have 2.5M shares left. We know this since they still have to report every sale. But you are correct, they would not have been part of the recent offering (nor was JP's message implying that =)
    12 Feb 2012, 03:59 AM Reply Like
  • John Petersen
    , contributor
    Comments (30232) | Send Message
     
    I don't think there's any chance that Quercus was involved in the new round. If they had been, a Form 4 would have been filed by now. I was just identifying them as a known source of supply on a forward-looking basis.
    12 Feb 2012, 04:14 AM Reply Like
  • eggwis
    , contributor
    Comments (769) | Send Message
     
    Got it. I apologize. I misunderstood what you were saying. Perhaps too many kids running around and creating chaos while I'm reading! ;-)
    13 Feb 2012, 01:27 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9984) | Send Message
     
    Author’s reply » Always appreciate you fine folks thumbs upping the APCs. Thanks!
    10 Feb 2012, 02:46 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2656) | Send Message
     
    If you go to this website and click on the following pdf presentation -

     

    http://bit.ly/y26xWE

     

    "DC Distribution In Buildings Including Homes, Commercial Buildings, Data Centers And Telecom Central Offices - IEC LVDC Workshop, September 29-30, 2011"

     

    On slide 28 there is a schematic of how a DC powered home with home energy storage might function.

     

    Thought it was kind of cool and gave me a picture of what the home power cube application might eventually look like.
    10 Feb 2012, 04:30 PM Reply Like
  • John Petersen
    , contributor
    Comments (30232) | Send Message
     
    The website link is: http://bit.ly/ykD6gK
    10 Feb 2012, 04:34 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    Its stupid but the link to the pdf doesn't work in Google Chrome, it reports duplicate headers, but does in Firefox and probably IE.
    10 Feb 2012, 07:31 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    I have finished the initial website for the Axion Power Shareholders Goup website http://bit.ly/AnK0Ii and posted all useful links from most of the past concentrator comments by topic. Check it out. I reviewed around 1000 links pulling the ones listed on the site by actually viewing the link for merit.

     

    As we all know the real meat of the story is elsewhere in the SEC filings and articles JP has written and a million other sources we have probably all seen or read in the past. The Concentrators add gravy on top of the meat that lies elsewhere for the most part, although we try to put some new meat in the pot ourselves.

     

    I hate working on a website with Google Sites because it puts you in a design straight jacket if you are used to designing and developing websites in an HTML or related editor, as I am but Google Sites are free. It isn't pretty, it isn't as organized or as comprehensive as I would like, but it does serve to collect the information posted in our Concentrators.

     

    The links section posts links selected from reviewing about a thousand links that appeared somewhere in the past thousands of comments. It also gives me a skeleton to work with for posting future APC headers, main stories, links, etc. It is a few days behind because of the work of completing the initial website, but it will be fully up to date by Monday. If you have ideas for improvements and other content let me know and I will see what I can do based on time available and other planned upgrades.

     

    As soon as I have caught up on the latest worthwhile links posted in comments over the past week I plan to attempt to create section designed to help potential new investors in Axion accomplish their due diligence efforts faster and easier. When that is done please review it and suggest ideas or links for improvement.

     

    Enjoy.
    10 Feb 2012, 06:26 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9984) | Send Message
     
    Author’s reply » I'm darn near speechless in gratitude, bang. Thanks ever so much for your fantastic idea and following through with it.
    10 Feb 2012, 06:36 PM Reply Like
  • 481086
    , contributor
    Comments (3450) | Send Message
     
    Wowza.
    10 Feb 2012, 06:50 PM Reply Like
  • CoryM
    , contributor
    Comments (79) | Send Message
     
    Very nice, thanks.
    10 Feb 2012, 06:59 PM Reply Like
  • bobhaeger
    , contributor
    Comments (39) | Send Message
     
    Thanks Bang. Awesome!
    10 Feb 2012, 07:00 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    Thanks Maya and all! I have ramped up visibility to the site by publishing it to the web, Previously you had to have the link to view the site. Whether anyone will find it is anybody's guess because I cannot imagine it will get any significant traction in Google's search listings, but you never know. We'll see. The link I have posted remains the same now that it has been published to the entire web.
    10 Feb 2012, 07:21 PM Reply Like
  • LabTech
    , contributor
    Comments (1777) | Send Message
     
    Great job Bang. Thanks for all your hard work.
    10 Feb 2012, 10:55 PM Reply Like
  • John Petersen
    , contributor
    Comments (30232) | Send Message
     
    That's an impressive piece of work Bang!
    11 Feb 2012, 01:17 AM Reply Like
  • carlosgaviria
    , contributor
    Comments (799) | Send Message
     
    Bang:
    Thanks for your work, be very useful.
    11 Feb 2012, 07:46 AM Reply Like
  • jlyleluce
    , contributor
    Comments (260) | Send Message
     
    Thanks for the effort you have put into this. A great piece of work for current and future investors.
    11 Feb 2012, 09:08 AM Reply Like
  • H. T. Love
    , contributor
    Comments (18056) | Send Message
     
    Great work BW! Having poured through thousands of comments on other instas and message boards myself, albeit not ever producing a compendium such as you have done here, I have a real appreciation for the effort you have put in.

     

    I think you will be well rewarded down the road!

     

    When we all get WDD's FAQ up to snuff, the two resources in conjunction with Maya's on-going concentrators will provide an unparalleled resource for those future participants that appear, as well as a great resource for review for the old-timers.

     

    Thank you for the great effort!

     

    HardToLove
    11 Feb 2012, 11:17 AM Reply Like
  • Bylo-
    , contributor
    Comments (417) | Send Message
     
    A home run, Bang, thanks.
    11 Feb 2012, 12:33 PM Reply Like
  • eggwis
    , contributor
    Comments (769) | Send Message
     
    Bang,

     

    Isn't it such, with Google's search, that the more times its spider's find links to that page/site, the higher it will place in search rankings?
    11 Feb 2012, 12:46 PM Reply Like
  • Tim Enright
    , contributor
    Comments (1356) | Send Message
     
    Wow! nice work Bang! The next best thing to JP's encyclopedic mind...
    11 Feb 2012, 01:10 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    Eggwis - yes, incoming links count big. Outgoing don't.
    11 Feb 2012, 02:26 PM Reply Like
  • eggwis
    , contributor
    Comments (769) | Send Message
     
    Bang,

     

    So then, I would think there would be quite a few incoming links pretty shortly if there is a link at the top of each new APC and we make sure we link to it multiple times throughout the wiki. I think it might get some fairly good visibility. I hope so, anyway.
    12 Feb 2012, 12:58 AM Reply Like
  • bazooooka
    , contributor
    Comments (2893) | Send Message
     
    Great work. I great resource for new investors too. I hope we can point others in that direction and save JP and the rest of you guys from having to re-hash and educate every newbie one at a time.
    10 Feb 2012, 07:40 PM Reply Like
  • LT
    , contributor
    Comments (5083) | Send Message
     
    Great work Bang....maybe TG will put you on the payroll :)
    10 Feb 2012, 08:34 PM Reply Like
  • D-inv
    , contributor
    Comments (4205) | Send Message
     
    Really nice work, bang. Pulls a lot together in one place, including several articles I missed when published.

     

    Reading through http://tinyurl.com/7kb... again (did see it when published), I noticed reference to an Axion project I had forgotten about and haven't seen mentioned in some time. The article is dated January 2008 so it predated the 2009 private placement. Ed Buiel is quoted as saying, "Axion plans to launch a demonstration project in North America this year that will test dozens of hybrid vehicles retrofitted with its lead-carbon batteries."

     

    Anyone remember what happened to the project, or know anything about its outcome(s) if it proceded?
    10 Feb 2012, 09:02 PM Reply Like
  • LabTech
    , contributor
    Comments (1777) | Send Message
     
    D-inv,
    It's been awhile, but as I remember it they basically did a pick-up truck and a Honda insight (I think) before they decided that it was too expensive to keep going out and buying cars to test their batteries in. Also, they pretty quickly came to the realization that the PbC wasn't a great match for a pure HEV or EV because the batteries don't hold as much power as Li-ion and to get the power they need the weight became an issue. So instead they decided to go forward with development for stationary purposes, rail, and the micro-heavy mild hybrid market.
    10 Feb 2012, 10:54 PM Reply Like
  • D-inv
    , contributor
    Comments (4205) | Send Message
     
    Thanks, LabT.
    11 Feb 2012, 12:26 AM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    It was interesting to me that there is a photo of that pick up truck in this story I looked at while scrubbing the posted links: http://bit.ly/xySpZp
    11 Feb 2012, 02:30 PM Reply Like
  • Futurist
    , contributor
    Comments (2127) | Send Message
     
    BW,
    I remember that article. The retrofit market was suppose to be some kind of game winner. I never quite understood how Axion caught the retrofit fever. It really never fit into the long term game plan.

     

    Obviously, somewhere the testing didn't work out.
    12 Feb 2012, 07:28 AM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6025) | Send Message
     
    Great Job Bang!
    10 Feb 2012, 09:20 PM Reply Like
  • alpha5one
    , contributor
    Comments (137) | Send Message
     
    I hope Axion recognizes Bang and Mayascribe in some way. Thank you very much, guys. This is the most interesting stock I have ever owned!

     

    I occasionally give a link to a ScienceDaily battery article. I am not endorsing the article, just putting it up for informational purposes. The research articles are based on solid scientific research. As JP has pointed out, from the Eureka moment to the factory floor is usually many years. You can sign up at ScienceDaily to receive battery articles as they occur. Generally you will get an article about every two weeks. Given how much stock many of us own in Axion, it may be a wise move to keep an eye out for other battery developments.
    10 Feb 2012, 09:58 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9984) | Send Message
     
    Author’s reply » Alpha: You know Science Daily is one of my favorite websites. Thanks for the tip!

     

    Don't forget John Petersen. Without him, the APCs would never have existed.
    10 Feb 2012, 10:16 PM Reply Like
  • siliconhillbilly
    , contributor
    Comments (2214) | Send Message
     
    alpha: I just read the Science News article you referenced recently (http://bit.ly/yDbIFQ) about "new" batteries. I don't see where it actually says anything new. Yes, LiFePO4 and variations are relatively new and they are efficient. But the article mostly says that the Li-ion is "better" then the conventional lead acid. OK.

     

    This reads more like a promotional piece, although not TOO fluffy.
    12 Feb 2012, 12:50 PM Reply Like
  • John Petersen
    , contributor
    Comments (30232) | Send Message
     
    The phrase "light as a popcorn fart" comes to mind, but I'd never use it in polite company.
    12 Feb 2012, 03:55 PM Reply Like
  • siliconhillbilly
    , contributor
    Comments (2214) | Send Message
     
    Science Daily is a great site, but they do get suckered into posting promotional and fluffy "news" every so often. Then again, consider the price (free) for receiving a vast range of science and technology news.
    I check it regularly and often find interesting items. Some of the health and biotechnology articles are immediately useful to "old farts" like me.
    12 Feb 2012, 05:41 PM Reply Like
  • siliconhillbilly
    , contributor
    Comments (2214) | Send Message
     
    I meant "Science Daily", not "Science News", in my comment of 12 Feb, 12:50 pm.

     

    Science News is a different publication that is very good, but costs real money.
    12 Feb 2012, 05:44 PM Reply Like
  • D-inv
    , contributor
    Comments (4205) | Send Message
     
    http://www.physorg.com is quite similar to Science Daily. I visit both.
    12 Feb 2012, 10:03 PM Reply Like
  • eggwis
    , contributor
    Comments (769) | Send Message
     
    Great stuff BANG! U da man!
    11 Feb 2012, 01:08 AM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2656) | Send Message
     
    BW - great work! I will be curious to see what type of traffic you get going forward ...
    11 Feb 2012, 11:19 AM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2656) | Send Message
     
    i think its kind of random an funny that there is also a futurist named John Petersen that spoke at that Electricity Conference ....
    11 Feb 2012, 01:19 AM Reply Like
  • John Petersen
    , contributor
    Comments (30232) | Send Message
     
    Same middle initial too, but no relation as near as I can tell.
    11 Feb 2012, 01:24 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2142) | Send Message
     
    Bang, I thought of sending you a congratulatory personal message since so many others above have said it all -- but then I thought you should bask in your glory a little longer. The site you compiled is awesome. I thought I had come across most key articles -- Ha! -- what do I know.

     

    The world often feels divided into "takers" and "givers" -- and you are now high on the heap of the many "givers" in this Concentrator. We all know the special demands on your time -- many many thanks.
    mj
    11 Feb 2012, 06:49 AM Reply Like
  • Stilldazed
    , contributor
    Comments (2144) | Send Message
     
    Awesome compilation and organization BW.
    11 Feb 2012, 07:15 AM Reply Like
  • Pztrick44
    , contributor
    Comments (83) | Send Message
     
    Nice site BW. It's also useful to be able to quickly find articles previously read.
    11 Feb 2012, 08:40 AM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    Thanks to everyone for your comments. There has been interest in a "Introduction to Axion" section that gives newbies a starting point. Of course Axion's site does that pretty well, but I think it would be pretty easy for me to put something together that highlights key aspects of Axion. I'll write a brief description of what each link provides so even the most challenged newbie can get his arms around Axion and its history.

     

    Of course JP is the authority on all things Axion so I intend to put some links into key JP articles. Won't take me long to do it and I won't have to look at a thousand links either! When I've got it done I'll let everyone one know so you can make suggestions for improvement. Later

     

    Edit: I suppose I'll also have to have a dictionary for newbies of acronynms like JP, FWIC, IIRC, and most of HTL's TA terms.
    11 Feb 2012, 10:01 AM Reply Like
  • eggwis
    , contributor
    Comments (769) | Send Message
     
    Bang,

     

    How about a link to HTL's mind?!?! Do they make those? ;-) It would be cool; that way we could have direct access to the living body of acronyms as well as the many volumes of other useful knowledge.

     

    ...Oh that's right, it's an Axion reference page. A link like that would likely get people to the info they seek, but they may get lost before getting back.
    11 Feb 2012, 01:00 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    Done
    11 Feb 2012, 01:55 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2434) | Send Message
     
    http://bit.ly/xL6a2W

     

    "Unlike a full hybrid, the Regal eAssist won’t go down the road on electric power alone, but in the plus ledger the system is far less complex, lighter, cheaper, doesn’t require a large battery pack and is largely transparent in operation.

     

    Indeed, my wife, who has been known to vilify the uneven driving experiences of certain hybrids I’ve brought home (Hyundai Sonata Hybrid, Toyota Prius, Honda Insight), drove the Regal without knowing it was a mild hybrid. Even the auto-stop function is as smooth as a Herman Cain come-on."

     

    :-)

     

    State of the art? Uses a Lithium Battery though ...

     

    Warning: you have to speak Canadian (Metric) :-)

     

    Anyone have a good synopsis of the work GM and AXPW are doing?
    11 Feb 2012, 10:39 AM Reply Like
  • jakurtz
    , contributor
    Comments (1940) | Send Message
     
    We know that GM is listed on the DOE application as the North American OEM that Axion has been working with and that Granville said work would continue with regardless of the DOE decision to help fund it (the DOE ended up funding nothing but Lithium-ion in that category).

     

    We also know that Vani Dantam has a quality engineering certification from GMI, General Motors Institute.

     

    http://linkd.in/xlWKbd

     

    And that, "Prior to his (Vani Dantam's) tenure with Remy International, he served at the Delco Remy division of General Motors from 1983 to 1994 in positions as varied as product design for batteries, starters, alternators and ABS systems."

     

    http://bit.ly/x8hOQ3

     

    I think everything is progressing well, and gives even more credence to the decision by management to hire Vani when they did. I also like that Vani moved his family out to New Castle, it tells me he is not just strolling through to "kick the tires".
    11 Feb 2012, 11:03 AM Reply Like
  • DBLucie
    , contributor
    Comments (5) | Send Message
     
    Bang,
    Thank you for your time and a terrific resource. I hope that Axion management pays attention. They could learn something from your efforts.
    11 Feb 2012, 12:37 PM Reply Like
  • siliconhillbilly
    , contributor
    Comments (2214) | Send Message
     
    On enticing Li-ion customers (or potential customers) to change to PbC for stationary applications:

     

    I wonder if it would make sense to offer some sort of "cycle life guarantee" to Power Cube buyers? Given the ability of the PC to monitor effectively all of the State-Of-Charge/depth-... numbers, it should be relatively easy to add in a software logging system to accumulate the information. If the customer in some way "abused" the system that would also be recorded.

     

    I am assuming that a major problem with selling to a Li-ion user is the unproven longevity of the system and not the price. Maybe a pro-rated scheme for individual battery replacement might be the way to go.

     

    Just "thinking out loud" here. WE know the PbC is much more economical but others may doubt ;-)
    11 Feb 2012, 01:00 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    I like that whole train of thought SHB!
    11 Feb 2012, 02:06 PM Reply Like
  • renim
    , contributor
    Comments (1104) | Send Message
     
    A performance guarantee tends to backed up by a bank guarantee.

     

    Do you think Axion is willing or capable to fund a bank guarantee?
    11 Feb 2012, 06:30 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    I owned a small manufacturing company selling nationally over the web and we offered customers a 100% customer satisfaction guarantee. If they didn't like it they could ask for a free replacement or a 100% refund. We paid for return shipping of defective products. There was no bank guarantee involved. I believe it was understood the guarantee was good as long as we were in business.

     

    We once shipped 500 replacements to a major customer over night valued at $22,000. We weren't selling $2M dollar PowerCubes either, but I like the fact Axion could monitor the performance of the batteries in a PowerCube and detect a problem battery probably before the customer was even aware of it. Good sales point if that level of real-time monitoring is available.
    11 Feb 2012, 11:43 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9984) | Send Message
     
    Author’s reply » bang: Not sure anyone has before brought up this potential revenue source.

     

    Axion's BMS software, where from New Castle, they can inform via cell phone or the Internet, how best to optimize, shut down, or increase battery performance, just may be someday a monthly service fee.

     

    I'm not 100% sure AXPW is working on this.

     

    But I'm 100% sure AXPW should be.

     

    12 Feb 2012, 01:53 AM Reply Like
  • wtblanchard
    , contributor
    Comments (2434) | Send Message
     
    Not sure MS ... might mean we have to hire some folks from Best Buy for the sales team :-)
    13 Feb 2012, 04:32 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    In response to numerous suggestions I have created a "one click" link to an overview of Axion Power as a starting point for newbies and their due diligence investigations including many links to information all of us are familiar with from the past through the present. The information is here: http://bit.ly/zhiSkn

     

    I have also put a short paragraph at the top of the homepage entitled "New to Axion? which you can see here" "http://bit.ly/rXixeb that links to the overview page. I wish I could have added to the introduction "don't bother us with dumb questions and the Axion Concentrators are a troll free zone" but I was polite.

     

    Later dudes.
    11 Feb 2012, 01:37 PM Reply Like
  • jveal
    , contributor
    Comments (658) | Send Message
     
    Awesome Bang! This will not only be great for new people, it will be great for those of us who follow regularly. It will make it easier to find info we need to locate. It will also give us a great place to refer friends and family. The Concentrators have become so massive it discourages anyone to research them.
    11 Feb 2012, 02:05 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    The real thrust of my efforts are to create an archive of the concentrators. Unfortunately there are many gems in the comments, but mining them is difficult. The content is owned by Seekingalpha and their site search engine isn't up to the task of searching and displaying comments other than within a specific instablog - and even then I don't know how well.

     

    I built a custom google search engine and cataloged all the concentrator comments but they only display a snippet and not the entire comment. I think the landing page you arrive at if you clicked on a search listing was pretty far away from the comment also. Again useless.

     

    All in all its a pity all the really great comments gems get lost in the slag heap of yesterday but that is a site limitation and nothing we can change. Maybe we should have a comment "hall of fame"?
    11 Feb 2012, 02:37 PM Reply Like
  • Tim Enright
    , contributor
    Comments (1356) | Send Message
     
    "All in all its a pity all the really great comments gems get lost in the slag heap of yesterday..."

     

    I agree and perhaps we can do something about it. If we came up with a criteria, we could each take a couple concentrators and plow through them.

     

    This group has already weighed each comment with the "like" button. However, the first comment or question might not have the highest number of likes so perhaps we should weigh the whole thread?

     

    If someone would organize this effort, I would volunteer to compile a concentrator or two...
    11 Feb 2012, 08:34 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    Another issue you need to look at is "how are you going to link to the comment?" The best way to do it is to copy and paste the comment within an instablog on Seeking Alpha because Seeking Alpha owns all the content. That also gets rid of any conflicts with SeekingAlpha.

     

    Copying comments in their entirety to an outside web site is not permitted. Creating a link to a comment is permitted, but you would have to summarize the comment's content in order for people to decide if they wanted to view it.

     

    I've fooled with this a bit and not ready to take that job on at the moment. Not discouraging you or the effort, to the contrary I support it, just not willing to work on it at this time personally.
    11 Feb 2012, 09:35 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    Good point Jvael. All you have to do is send them a link to the site, let them make up their own mind and ask you questions if they wish.
    11 Feb 2012, 11:47 PM Reply Like
  • tripleblack
    , contributor
    Comments (13542) | Send Message
     
    "AxionistA Central - the Cure for the Short Attention Span Investment".
    11 Feb 2012, 02:44 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    I've been considering the following topic for my next Axion Power website: "Wondering if you have an Axion Power problem?"
    11 Feb 2012, 02:47 PM Reply Like
  • LT
    , contributor
    Comments (5083) | Send Message
     
    I think the "Hall of fame" posts to the concentrator...or at least the best posts should be on your site Bang...title it whatever you prefer.
    11 Feb 2012, 07:03 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    Posts would have to be nominated. No way I'm reading all 10,000 past posts looking for the greatest ones of the past. PM me any nominees.
    11 Feb 2012, 09:24 PM Reply Like
  • magounsq
    , contributor
    Comments (991) | Send Message
     
    bangwhiz...ABSOLUTELY incredible...and A LOT OF WORK!
    Allow me to join the chorus of a sincere "thank you"!

     

    You should somehow copyright it and license to AXPW.
    A valuable selling tool for Vani Dantam and potential clients' due diligence!
    At least they can offer you, JP, Maya, HTL et al some stock at $00.35!
    11 Feb 2012, 06:13 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    I created a Custom Google Search Engine (GCSE) which is a feature Google offers here: http://bit.ly/xjaCgy I created a custom search engine for all 65 Axion Power Concentrators. Normally the GCSE creates the code needed to put a search box on any website so anyone accessing your web site can use it. Only one catch - the code doesn't work on Google Sites, which is where I developed the APC archive website!!!!

     

    I went to a site that offered free web sites, built one in a hurry, tried adding the GCSE code there and it didn't work there either. Net result - I can't provide it to anyone easily. I can add up to 200 users as admins for the GCSE I created IF YOU HAVE A VALID GOOGLE ACCOUNT.

     

    If anyone wants to search all the Concentrators for a particular comment using a key word or phrase you remember and you have a google account like gmail, PM me with your google gmail address and I will add you as an administrator and you can search the concentrators to your hearts content.

     

    The search results display snippets of all the matching comments. Click on a snippet and it takes you to the Concentrator where the comment appeared. You have to look within the concentrator for the comment, it won't take you straight to it.

     

    You can create your own custom search engine for anything and it is a simple process. You have to paste in the urls you want searched. For the Axion Power Concentrator comment search I pasted in all 65 current concentrator urls. To make it easy for anyone wanting to do this, PM me with an email address and I will send you a text file with all the concentrator urls you can just paste into the urls entry screen for GCSE.

     

    Smart traders could use this to track a lot of info and be smarter than other traders in a hurry on any number of companies or topics like "graphene" etc. I recommend you go fool around with it - its easy. Hacks me that I couldn't add it to the website I built for all to use!
    12 Feb 2012, 02:25 AM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    I'm tired of Google Sites limitations and I am pursing moving the site to a real web hosting service with a registered domain name. It will cost me a little, but not a lot to do it. The time I will save getting out of Google sites as well as the design freedom will be worth the money to me. All hobbies cost money right?

     

    Now if I could just remember all that code I wrote a few years ago!
    12 Feb 2012, 02:52 AM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    I ran into a neat video about LG Chem's home energy management and back up power unit. There IS money in home energy management, but it needs to be a more sophisticated system than just a stack of batteries. Take a look at LG's residential system in this presentation on youtube from the SAE convention "Interview with LG Chem Power's Kevin Fok at the 2011 SAE World Congress Cobo Center Detroit" http://bit.ly/A6UHaT
    12 Feb 2012, 03:52 AM Reply Like
  • H. T. Love
    , contributor
    Comments (18056) | Send Message
     
    (AXPW) should be quite competitive on a price-point basis. Footprint might be a tad larger, depending on battery used I guess, to get the same power and hours and we might have an advantage in extremely cold climes.

     

    Since the lighter weight of Li-ion s/b no consideration in fixed residential installations, the cost differential and cold-weather performance combined with fast re-charge might be enough to assure a large slice of the residential pie is at least available for Axion.

     

    MHO,
    HardToLove
    12 Feb 2012, 08:53 AM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    With the power issues in Japan, particularly daily rolling blackouts, and small footprint where homes are expensive and small, its getting a lot of sales traction for sure. There

     

    Their unit manages electrical use for major appliances and what all also, so its more than back up power.
    12 Feb 2012, 12:01 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18056) | Send Message
     
    (AXPW): For some ungodly reason I decided to take a look a 3-year weekly chart this morning.

     

    HORRORS!

     

    A falling resistance, originating at the high of the week of 8/24/09, touching the high of the week of 3/28/2011 and extended, currently sits, AFAICT (tiny pixels combined with weak eyes ...), right atop the high of last week, $0.465,

     

    But that's not all. The triangle base can be constructed by drawing a horizontal line originating at the low of the week of 7/19/10 and extending through the current time.

     

    You'll note several touches and near-touches by price along that line, a penetration of that support beginning the second week of November last year and a subsequent recovery above the line beginning the week of 1/9/12.

     

    Unfortunately, we spent most of last week right around that line (~$0.45) and closed below it at $0.44.

     

    From a TA perspective, we now have both the short-term daily and long-term weekly charts with a falling triangle - I've mentioned what Bulkowski says are the odds of a break down and up. We also have a close *below* that horizontal support on the weekly chart. That means it is now resistance.

     

    The other TA oscillators on the weekly are more-or-less in agreement with what's on the daily chart - mostly bearish.

     

    The only positive ATM is that other than the volume during the week of the new share issuance, we've had fairly steady volume for the remaining three weeks over the last month. So as yet there's no surge of either buying or selling pressure.

     

    This suggests my "slow grind" scenario will continue until a break occurs on increasing volume.

     

    My best guesstimate says get your dry powder ready. I think this week breaks below $0.42. My only concern, after looking at the weekly chart, is that *if* it breaks down it might run down a bit farther than I have been thinking. But I think that only happens in conjunction with a volume surge brought on by folks who were not expecting this behavior.

     

    We are all prepared for it (I think), so I take heart when things behave as I expect and I will be loosing my dry powder at some point(s) and in size to be determined.

     

    N.B.: Friday's high was $0.45, keeping that daily chart's falling resistance of the triangle "live" for now. The daily volume has reached what I judge to be such a relative low level that it suggests a move is neigh. Maybe another day or two at most? But a Monday move below $0.42 would not surprise me.

     

    A break *up* would surprise me ATM.

     

    MHO, all the usual warnings about my thoughts,
    HardToLove

     

    P.S. I'll look at short sales, buy:sell later. The above is without benefit(?) of those items yet.
    12 Feb 2012, 01:00 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    I created the chart you suggested and it would appear that the price could fall into a range of.39-.42. Most of the indicators are bearish. I've got powder available next week so I am licking my chops. Come to Papa!
    12 Feb 2012, 08:46 PM Reply Like
  • Douglas Hvistendahl
    , contributor
    Comments (136) | Send Message
     
    Would be nice, but I have in AXPW the limit of what I'm willing to put in one company..
    3 Mar 2012, 06:11 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    I'm stacking up a ton of powder for a serf like me, so I don't mind if the PPS declines. A pop gonna come in 2012 or else the may company fade into memories of yesterday. Axion isn't leaving the stage quietly after so many years of doing the next right thing day after day. They are going to score somewhere this year. Thank God they brought in Vani to focus 100% on getting the ball over the goal line.

     

    I recognize Rosewater is kicking the bushes also, but Rosewater cannot have as much credibility as Axion itself since Rosewater is a start up with no demonstrated track record or a customer base. I wish them luck because I know they are working hard at it.
    12 Feb 2012, 01:36 PM Reply Like
  • eggwis
    , contributor
    Comments (769) | Send Message
     
    I would expect that they'll be doing some "cooperative marketing" where Vani may join them on sales calls with potential 1st tier clients. Everyone likes the warm-fuzzies associated with knowing that, at any time, they can pick-up the phone and talk to the people who can make things happen. That's true in any business, but even more so with young companies and new technologies.
    13 Feb 2012, 01:30 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18056) | Send Message
     
    BW: Check this out! The comment by Mike Holt!

     

    http://bit.ly/xAx5G3

     

    HardToLove
    12 Feb 2012, 01:54 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    I'm stunned at the compliment. At the same time it could be so much better hosted on its on domain with complete design freedom.

     

    Not being able to paste in the search box for the custom google search engine that lets any site visitor enter a search term and search all the past APC comments was a major disappointment. I used it last night to look for comments about the 2009 PIPE and it rocked in terms of the results. I will probably create another custom search engine for all of JP's comments and articles. Alas, only I will be able to use it.

     

    Anyone who wants their own specialized custom search engine should go create one. Its an easy one-two-three process. Just go here: http://bit.ly/xjaCgy Click the create a custom search engine button, follow the easy instructions and you've got one. You can paste the search box as a widget on an igoogle page and you are in business from an igoogle page.

     

    I'm going to go play around with creating a custom search engine for graphene. You can create all sorts of criteria for the results displayed. Fooling around with it might give me an investing edge.

     

    If you want your own CSE for APC comments enter the urls from all the APC's one line at a time in the urls to search box. Use the list of past concentartors at the top. Right click on each APC, hit copy link, back to the url entry screen, paste, then back to the list and right click on the next one down, wash, rinse and repeat until you have them all. Then you are in business. Periodically enter new APC urls to stay up to date.
    12 Feb 2012, 03:29 PM Reply Like
  • LT
    , contributor
    Comments (5083) | Send Message
     
    Panasonic targets clean power for homes in Japan:

     

    http://bloom.bg/w49f0T
    12 Feb 2012, 05:18 PM Reply Like
  • LT
    , contributor
    Comments (5083) | Send Message
     
    Italian fuel cell makers going after Telecoms to use their alternative tech instead of lead acid batteries:

     

    http://bloom.bg/xdk652
    12 Feb 2012, 05:20 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18056) | Send Message
     
    I like that one. I think it will compete with (HYGS), a stock I've been in and out of taking profits over time. HYGS has a development deal with Commscope for a backup system that Commscope would offer as part of their product line.

     

    It'll be interesting to see how it develops.

     

    Thanks for that link!

     

    HardToLove
    12 Feb 2012, 05:46 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    I've added the Google Custom Search Engine to the APC website after all. When all else fails read the manual.

     

    You can now search ALL current and past the APC concentrator comments by using the search box at the very top right of the website. Change the search box from "Search this site" to "APC Comments" using the drop down arrow at the extreme top right.

     

    Enter the key words you remember from the comment you are trying to find and it will display all the past comments from all 65 Concentrators that have that word or phrase. You can use all the usual Google search modifiers. Click on the search result you want to see from the list of comments displayed and it will put you in the correct concentrator. You may have to scan down the concentrator comments to find the one you are looking for.

     

    To search just the APC website for something switch it back to "search this site" which is the default choice. Nice to have when you need it!

     

    I have also implemented Google Analytics as suggested by Deamiter so I can track visitors to the site, traffic, visitor navigation, etc. Not a big deal but useful at times.
    12 Feb 2012, 05:58 PM Reply Like
  • LT
    , contributor
    Comments (5083) | Send Message
     
    OT...Interesting reading when compared to alternative energy..

     

    When Edison designed the first light bulb, everyone couldn't wait to get electricity right? WRONG..think again.

     

    http://bloom.bg/wywnkT
    12 Feb 2012, 08:43 PM Reply Like
  • 481086
    , contributor
    Comments (3450) | Send Message
     
    I say again, nasty mercury rich CFL, and too-blue, expensive LCD are not the only incandescent alternatives: ESL from http://www.vu1.com (VUOCD) have no mercury, are efficient, and give good full-sprectrum light. I ordered and just received two of their reflector bulbs from Lowes, and they work well. They're in the midst of working a private placement as we speak, but as a nano-cap in possession of a decent alternative technology in a huge addressable market, on the verge of a 1750 store nation-wide rollout, they merit some eyeballs. Plus, they just hit popular science, though I haven't seen the print issue: http://bit.ly/zjeH8o

     

    Also, there's this: http://bit.ly/AgDUOb "One potential replacement is electron-stimulated luminescence (ESL). It works through accelerated electrons hitting a phosphor surface, making the bulb glow in a process known as "cathodoluminescence." The process is similar to that employed by your old computer monitor's cathode-ray tube (CRT). ESLs are mercury-free and have the same light quality as incandescent lamps, but are about 70% more energy efficient, produce 50% less heat, and are rated to last up to five times longer than incandescents.

     

    The bulbs were developed by a small company, Vu1, and are new to the market, so they're rather hard to find at the moment. If you can locate one, a 65-watt equivalent will set you back about $20 – far from a valid economic substitute for the few dollars a standard light bulb will typically cost."

     

    Okay, spam off. Sorry for the hijack. And I do own some shares. But I would be remiss not to tell fellow Axionistas about another potentially disruptive anti-waste, energy saving technology. ;)
    12 Feb 2012, 09:20 PM Reply Like
  • D-inv
    , contributor
    Comments (4205) | Send Message
     
    Thanks for those references, 481'.

     

    ESL bulbs are new to me. $14.98 per is stiff but I will definitely take a look and experience the light quality. As long as I have alternatives, I have bought my last CFL.

     

    OLED lighting should also be on the market soon if not already.
    12 Feb 2012, 10:43 PM Reply Like
  • 481086
    , contributor
    Comments (3450) | Send Message
     
    I agree OLED is probably the holy grail, but I've yet to see any available at retail at anything like a normal price. One more thing about the vu1 bulbs... they're also at the upper left corner of the learning/cost curve and the ceo has stated that 80% of the cost is in the electronics, which right now are made from off the shelf discrete components. He's highly confident they can get them down to $9.99 and below with further development. The bulbs I have came from their Czech republic factory, but now that Chinese new year is over, their contract manufacturer in China is gearing up for major production. Ergo the need for the private placement capital raise. Right now they're only trickling in to Lowe's website, but the plan is to have them in all 1750 stores by early Spring. A regular A19 sized light-bulb is also in the works. The bulbs are indeed dimmable, but what I've found is that you have to first turn them on at full brightness and then dim them down to desired level, so in other words, not quite duplicative of the incandescent behavior that we all know and love. That's an issue though that I would think they can correct with a bit of electronic finesse in subsequent iterations. Okay, I'm done. Promise.
    12 Feb 2012, 11:11 PM Reply Like
  • siliconhillbilly
    , contributor
    Comments (2214) | Send Message
     
    I like the fact that you can use standard wall switch dimmers with them.
    I'm going to assume that they retain their color "temperature" when dimmed. I want some just for that dimmability (if it's not a work, it should be ;-)
    Enough light to see the cat directly in the pathway, waiting to trip me, without using more than a few watts.
    12 Feb 2012, 11:40 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18056) | Send Message
     
    Have you looked a the products from (CREE)? I've not yet.

     

    HardToLove
    13 Feb 2012, 03:48 AM Reply Like
  • JohnM121
    , contributor
    Comments (414) | Send Message
     
    LU-1 is listed at 30 lumens/watt
    CFLs are 50 l/watt
    LED from Lighting Science gets 73 l/watt

     

    There may be an aesthetic argument for LU-1.
    LSCG.OB are sold at Home Depot's Esosmart brand. I've been replacing CFL, but only when the CFL's go out. The cost of buying 3/year is not really an issue for me.

     

    http://bit.ly/xBjsiz
    13 Feb 2012, 07:50 AM Reply Like
  • eggwis
    , contributor
    Comments (769) | Send Message
     
    Good stuff 481! "...not quite duplicative of the incandescent behavior that we all know and love." I really don't see it as a big problem, personally. Every time you make a change from what you know and love, there's always a period of getting used to the new. That goes for operating systems, trading platforms, cars .... Hell when CFLs came out I hated that I would flip the switch and there was no light for a second or two! <GASP!!> Now it's just the way it works. Look at the anxiety that was overcome when microwaves first hit the market!
    13 Feb 2012, 01:40 PM Reply Like
  • D-inv
    , contributor
    Comments (4205) | Send Message
     
    End-January, DOE gave PANL a 2011 "progress" award for a white light PHOLED system "with greater than 55 lumen per Watt system efficacy in an under-cabinet application". The 55 lumen per watt output appears about 10% above CFLs but just 3/4 that of the Lighting Science LEDs. Don't know about relative energy efficiencies
    http://tinyurl.com/786...

     

    Hope the DOE connection isn't a kiss-of-death.
    13 Feb 2012, 06:00 PM Reply Like
  • 481086
    , contributor
    Comments (3450) | Send Message
     
    I think OLED is tres cool, but (and I could be wrong) I'm not sure if it can be configured into a "lightbulb" form factor, with the requisite concentrated brightness. Obviously the other form factors (luminescent wallpaper etc) that OLED makes possible are going to be game changers eventually, but in the near term, there are millions upon millions of recessed light fixtures and traditional lamps in existence all over the planet, in both commercial and home environments, fixtures which need lightbulbs per se, and so I think Vu1 has a real opportunity there. I read somewhere that the worldwide lighting market is 50 billion dollars. That's a lot. One tenth of one percent of that is 50 million dollars a year. So even if 1 in 1000 consumers choose ESL, the company does ok. One in a hundred and it does really ok. ;)
    13 Feb 2012, 06:16 PM Reply Like
  • Deamiter
    , contributor
    Comments (161) | Send Message
     
    481086 -- with some experience in lighting technology and markets, I disagree with your characterization of different lighting technology. Yes, there's mercury in CFL and that will ultimately be its downfall, but it wasn't too long ago that CFL was "too blue" and expensive just as you characterize LED. The reason is that it's a whole lot cheaper to produce bright blue light than bright red or green light and when targeting white, both cheap CFLs and LED bulbs have pushed the bluish-white to increase efficiency and reduce cost.

     

    Just as CFLs became warmer, cheaper and even somewhat dimmable as they matured, LED costs are dropping rapidly to the point that manufacturers are starting to add color LEDs to the blue+phosphor white at the same price as they used to just have the bluish white LEDs.

     

    My local hardware store is getting in some newer LED bulbs in late 1st or 2nd quarter and by the end of the summer, I think you'll be impressed with the lineup of available LED bulbs. Yes, they'll be expensive, but as the price per lumen in LEDs keeps falling, the price for quality LED bulbs will continue to drop too.

     

    I would be very surprised if ESLs could make a long-term play in consumer bulbs as massive volume in consumer electronics continues to drive down LED prices. They might be competitive for a year or two (or five) but since they require many times the phosphor of white LEDs (to cover their larger emissive area) I have a really hard time seeing them win on price long-term.

     

    Maybe I'm wrong, and may the best technology win, but I've seen a lot of great ideas fall before the mighty Asian display companies (including OLED by the way, although its time will come -- probably also to the detriment of ESL).
    13 Feb 2012, 08:42 PM Reply Like
  • 481086
    , contributor
    Comments (3450) | Send Message
     
    Certainly worthy points, and LED will surely dwarf ESL...but these bulbs are also to be made in china, and their phosphors are essentially variants of CRT phosphors, which are much cheaper and more plentiful than LED phosphors...
    13 Feb 2012, 11:23 PM Reply Like
  • LT
    , contributor
    Comments (5083) | Send Message
     
    There is just so darn many needs for energy storage..we got to hit one soon.

     

    Storage Key to ‘Round-the-Clock Solar,’ Idealab’s CEO Gross Says

     

    http://bloom.bg/wHBluT
    12 Feb 2012, 09:00 PM Reply Like
  • eggwis
    , contributor
    Comments (769) | Send Message
     
    A couple of battery R&D goodies for the diehard geeks out there. I use the term geeks affectionately because, evidently, I must fall into that category myself 8-/

     

    http://bit.ly/yWcy2p

     

    http://bit.ly/zjug2r
    13 Feb 2012, 02:59 AM Reply Like
  • H. T. Love
    , contributor
    Comments (18056) | Send Message
     
    Good articles Eggwis! I wonder what we'd discover if these techniques were applied to the PbC. Is there untapped potential yet? Higher energy density? A solution to the degradation of the positive network inside the PbC?

     

    I would like to see the PbC get the same examination.

     

    HardToLove
    13 Feb 2012, 05:42 AM Reply Like
  • siliconhillbilly
    , contributor
    Comments (2214) | Send Message
     
    eggwis: I've been wondering what happened to the highly touted Sodium/Iron Chloride battery GE has been making noise about for years. It is another ZEBRA cell (sodium/metal chloride) variation with, I assume, GE's own "secret sauce". Good energy density and low cost materials. Their big new factory should have been pouring them out last year. But I've seen no announcements.

     

    Maybe they are having more problems then they let on 2-3 years ago. Those batteries were suppose to be their solution for electric rail, I recall. "Twice the energy density of lead-acid". They were going to put them into their own electric locos.

     

    As John has pointed out many times, lab table wonder cells rarely turn into giga-buck commercial storage products.
    14 Feb 2012, 01:23 AM Reply Like
  • eggwis
    , contributor
    Comments (769) | Send Message
     
    SHB,

     

    Dunno. I haven't heard anything either. Sounds intriguing though!
    14 Feb 2012, 01:54 AM Reply Like
  • siliconhillbilly
    , contributor
    Comments (2214) | Send Message
     
    One downside is that it has to run at the temperature of molten iron chloride. I recall around 300-400C degrees. But they have very good ceramic thermal insulation today that reduces the heat loss to acceptable levels.
    14 Feb 2012, 01:59 AM Reply Like
  • John Petersen
    , contributor
    Comments (30232) | Send Message
     
    The Zebra was originally developed by MES-DEA of Switzerland which is now FZ Sonick. I visited them two years ago and learned that the big new GE factory is basically a larger version of the FZ Sonick plant, with a couple of minor GE embellishments. As far as I know they're in production now and focusing on hybrid locomotive and commercial markets, although they haven't been making much noise about the rail applications. I've also tried to help some former MES-DEA hands who want to do a second generation NaNiCl device but they've been having a hard time overcoming the lithium-ion hype machine.
    14 Feb 2012, 09:35 AM Reply Like
  • DRich
    , contributor
    Comments (4673) | Send Message
     
    >JP ... You won't hear much out of GE on their battery until they complete their new factory north of Ft. Worth (late 2013-14). Production of hybrid locos is the focus of this factory. I think a tie-up of GE & Axion (NS OTR) would be great.
    14 Feb 2012, 10:14 AM Reply Like
  • John Petersen
    , contributor
    Comments (30232) | Send Message
     
    GE apparently wants to use their Zebra battery for their efficient dynamics hybrid locomotive that has both a diesel genset and a battery pack in the same locomotive. I agree, however, that it would really be cool to see some sort of tie in where the Zebra was king of the new locomotive market while the PbC was king of the retrofits.
    14 Feb 2012, 11:11 AM Reply Like
  • wtblanchard
    , contributor
    Comments (2434) | Send Message
     
    If Zebra became king of the new, why wouldn't it also become king of the Retrofits?

     

    Is there a big size/volume difference in the latest generation Locomotives and what's come before?
    14 Feb 2012, 11:34 AM Reply Like
  • DRich
    , contributor
    Comments (4673) | Send Message
     
    >JP ... I don't see any problem with them working together in consists. I'm not sure how well the Zebra does at accepting high current inflow. There still seems to be some sort of current flow distribution problem with PbC in the NS configuration (NS referred to a "balance" problem) and I was thinking that dumping all that heat into the salt could act as a buffer. Can you point me toward some data?

     

    Regardless, in the GE genset, there doesn't seem to be enough energy there to do the work required for grade climbing or the capacitance to do standing stop rotor breaking. So you get one set of batteries to add horsepower as needed and the other to maintain the diesel within the power band.
    14 Feb 2012, 11:39 AM Reply Like
  • John Petersen
    , contributor
    Comments (30232) | Send Message
     
    The Zebra is not a fast battery in terms of power uptake or discharge. FZ Sonick's website (http://www.fzsonick.com) is pretty bare bones in terms of content, but there's a lot of information available on the net.

     

    A good primer on the technology from Cord Dustman is available here – http://bit.ly/A4lRCE If you want more detail I can shoot an e-mail to Cord and ask for additional references so that you don't waste too much time.
    14 Feb 2012, 12:06 PM Reply Like
  • siliconhillbilly
    , contributor
    Comments (2214) | Send Message
     
    JP: Last year a Japanese university announced a new ZEBRA molten salt "super sauce" that melted at below 100C degrees. Some blend with aluminum and other stuff in it. Sounded great, but there's that "lab cell to commercial product" history to keep in mind.

     

    Sorry, but I lost the reference to the post.

     

    The high operating temperature of the ZEBRA technology has been a problem from a "thermal coefficient of expansion" viewpoint. Things like nice ceramic seals tend to crack when heated and cooled during the normal industrial use of the product. NaS batteries have similar problems.

     

    BTW, a high conductivity porous carbon material might be useful in the fused salt type battery as a current collector. Interesting possibilities if it could replace expensive copper or nickel.
    14 Feb 2012, 01:40 PM Reply Like
  • eggwis
    , contributor
    Comments (769) | Send Message
     
    Now there's some interesting spit-balling! Nice insight SBH.
    14 Feb 2012, 02:43 PM Reply Like
  • John Petersen
    , contributor
    Comments (30232) | Send Message
     
    The whole idea with a Zebra is you don't ever want it to cool down because it takes days to get it back up to operating temperature. The one benefit of the Zebra over NaS is that all of the active materials are inside the ceramic and when the battery cools the salt shrinks away from the ceramic so it doesn't have as many thermal expansion problems. The real issue is the component count which is somewhere in the neighborhood of 20 pieces per cell. To really take off NaNiCl needs to advance a generation to a simpler design. Cord Dustman is working on a second generation device that will need 5 components per cell and work as a bi-polar monoblock. It's way cool stuff, but very early stage.
    14 Feb 2012, 03:08 PM Reply Like
  • jlyleluce
    , contributor
    Comments (260) | Send Message
     
    DRich,
    Just for my own clarity, I am trying to recall where NS referred to there being a "balance" problem with the PbC. From what we have been able to establish, the NS999 is sitting, but was the balance problem referring to a current problem or was it a problem with the old battery system. Just trying to clarify this information.
    Thanks,
    14 Feb 2012, 07:43 PM Reply Like
  • DRich
    , contributor
    Comments (4673) | Send Message
     
    >jlyleluce ... It was referenced by the NS Chief of Tech last fall (Sept. I believe) and it is in the current battery configuration. It was not the problem of the batteries but in the charging circuit or routine (he wasn't specific). Somewhere out there the link exists. I'm not at the right computer presently.
    14 Feb 2012, 08:47 PM Reply Like
  • jlyleluce
    , contributor
    Comments (260) | Send Message
     
    Thanks DRich,
    I'm going to try to find a link. But he must have been referring to the testing batteries as the batteries have not yet been installed in the NS999. As I recall, TG in last CC was upbeat about everything NS, but seemed a little miffed about timeframe and EPA filings.
    Thanks for your reply.
    15 Feb 2012, 03:09 AM Reply Like
  • jlyleluce
    , contributor
    Comments (260) | Send Message
     
    DRich,
    Jakurtz posted a link to a Nov 2010 article on concentrator 50. As I recall, and I don't have the sharpest of memories, this is where the issue of "balance" was first discussed. However, it appears that the issue dates back to the old BMS. Sorry, just trying to clarify if this is an issue. Do you have more recent or better info on this topic.
    Thanks
    15 Feb 2012, 05:49 AM Reply Like
  • DRich
    , contributor
    Comments (4673) | Send Message
     
    >jlyleluce ... Nope
    15 Feb 2012, 10:11 AM Reply Like
  • siliconhillbilly
    , contributor
    Comments (2214) | Send Message
     
    jlyle: Just a general comment.

     

    From what I've read on the Power Cube, each 12 (or 16) Volt battery in a string has a Condition Monitor Module sitting across the terminals. This device has the capability, under computer control, to balance the battery charge state with respect to the other batteries in the string.
    If this isn't happening it is either bad hardware or some form of glitch in the software.

     

    Each string is also "balanced" to match the other strings by a different mechanism in the battery controller.
    So there is "intra-string matching" and "inter-string matching" :-)

     

    Any application using hundreds of batteries in one box would need a system similar to that used in the power Cube.
    15 Feb 2012, 07:03 PM Reply Like
  • DRich
    , contributor
    Comments (4673) | Send Message
     
    >SHB ... I don't have the reference in front of me but IIRC the 'balance' problem was caused by inflow current. A problem that the PowerCube has to handle but when you get your power from the grid you have some idea how much is coming at you. The variability of flow makes the range over which this control has to work ... huge.
    15 Feb 2012, 08:04 PM Reply Like
  • siliconhillbilly
    , contributor
    Comments (2214) | Send Message
     
    DRich: I'm on thinner ice here. But my understanding of how series string devices GENERALLY work is as follows:
    Power pulses are divided among the batteries by the passive internal impedance of the devices. There is NO control imposed by the electronics. The voltages across the individual devices are monitored, nothing else. Later, as the energy is more slowly drained and used for an external load or added from the grid, the control electronics monitor the voltage of each element (battery in this case) and either let all the current flow thru the battery or bypasses some small amount AROUND it. This is a fractional change to the SOC of the battery, compared to all the others in the string.

     

    So the process to balance the elements of the series string is a continuous and SLOW process and doesn't affect the higher power charge or discharge dynamics. If too much energy is expended to keep one battery in step with the others, that battery will be flagged as "defective" and will eventually be replaced.

     

    Not because it isn't still doing the job of absorbing power pulses but because it is lowering the efficiency of the storage system. That means more heat and therefore potential thermal management problems down the line. Or possibly a catastrophic failure of the individual battery as it continues to drift in performance.

     

    There is obviously some substantial software involved in this decision.
    16 Feb 2012, 01:37 AM Reply Like
  • DRich
    , contributor
    Comments (4673) | Send Message
     
    >SHB ... Don't feel lonely out there on the ice. It's just a contest to see who would fall in first. What you describe is about what I figure is the process and would apply to the PowerCube and the yard switcher (best I can figure, it's just a moving PC). I'm not really sure what kind of "problems" that would entail that is taking so long to work out. The only way it makes sense to me is if NS is trying to fab-up a one-size-fits-all charging system that will work with yard & OTR locos. A mile long train with 3-4-5 engines might have 0-6,000 hp incoming and 0-3,000+ outgoing through the batteries at the same time. Boggles my mind.
    16 Feb 2012, 02:13 AM Reply Like
  • John Petersen
    , contributor
    Comments (30232) | Send Message
     
    I found your link from last September – it was an article titled "Electrifying times at Norfolk Southern." I couldn't find a free link to the entire article but have a copy in my archive if you'd like me to send it along.

     

    As I suspected, the charge balancing issue was a problem with the original NS 999 that they hope to overcome with the Axion BMS and PbC. The relevant text said:

     

    "One early finding with 999 was that the initial battery storage configuration was adequate to accept a steady rate of charge between shifts and for powering the traction motors, but was not well suited for recovering regenerated braking energy. This comes in high bursts of power over a short period, and the batteries are unable to cope with the high charge rates.

     

    ***

     

    This is one of the reasons behind the current reconfiguration of 999, which is looking to improve its energy storage performance by changing to a new type of battery and a second-generation control system. Three different battery technologies are being considered and are currently under test at Penn State, Roanoke and the battery manufacturers. Although still lead-acid, the new batteries have innovative features to improve cycle life and the ability to take higher regenerative power charges. At this stage NS is not proposing to install ultracapacitors on the locomotive, although Thelen confirms he would like to investigate this option in a future trial."
    16 Feb 2012, 02:41 AM Reply Like
  • jlyleluce
    , contributor
    Comments (260) | Send Message
     
    John,
    Thanks for corroborating that the balance problem was a pre-Axion event: although it may still be an issue. Although the NS999 still appears to be static, I guess we really don't know why besides potentially the EPA requirements. A good question for the CC.
    16 Feb 2012, 07:38 AM Reply Like
  • gottliep
    , contributor
    Comments (40) | Send Message
     
    DRich. I agree with that assessment. When you look at the recent presentations by NS, they all focus on the use of the NS 999 in the OTR situation and have not recently mentioned the switcher application. A much tougher nut to crack for sure, but a more important one for their overall operations and future fuel costs IMHO.
    16 Feb 2012, 10:01 AM Reply Like
  • D-inv
    , contributor
    Comments (4205) | Send Message
     
    >gottliep - "... recent presentations by NS, they all focus on the use of the NS 999 in the OTR situation and have not recently mentioned the switcher application."

     

    Very interesting observation with bifurcated implications. It could imply 1) NS has concluded the PbC battery is NOT suitable for an electrically-powered yard switcher locomotive or 2) NS has concluded the PbC will work just fine in switcher locomotive application and is (or plans) building new NS 999-type platforms for actual use while turning use of the original NS 999 toward OTR testing and problem solving.
    16 Feb 2012, 12:08 PM Reply Like
  • AlbertinBermuda
    , contributor
    Comments (739) | Send Message
     
    Lets go with proposition 2. I like that one.
    16 Feb 2012, 02:09 PM Reply Like
  • gottliep
    , contributor
    Comments (40) | Send Message
     
    D-Inv: I agree with both of the implications you raise. I like AlbertinBermuda hope that proposition 2 is more the way they are thinking.
    16 Feb 2012, 02:49 PM Reply Like
  • mrholty
    , contributor
    Comments (1041) | Send Message
     
    This is the first time I've seen mention of Roanoake as a testing location. When I reviewing history of the original 999 with the Enersys batteries was out in operations it started doing work in Altoona and then moved to Roanoke and then to Norfolk (IIRC?)where it was used at the Port of Norfolk. Maybe just maybe the NS999 is for the OTR and they are already testing a yard version in Roanoke/Norfolk or somewhere else. I can just see the guys from Axion and NS who know the real story laughing at our speculation.
    16 Feb 2012, 05:24 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18056) | Send Message
     
    They better not laugh too loudly or we might dump our shares and send them to $0.20.

     

    :-))

     

    At least they know they've got a solid core of backers working out here, even if with incomplete information.

     

    HardToLove
    16 Feb 2012, 05:34 PM Reply Like
  • DRich
    , contributor
    Comments (4673) | Send Message
     
    >mrholty ... Roanoke is where NS Research & Testing is located and is where the NS999 static platform is (and always has been) located. The other 2 are at New Castle & Penn State.
    16 Feb 2012, 06:58 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18056) | Send Message
     
    (AXPW): 2/10/2012 EOD stuff I've been tracking.

     

    Buy, sell and unknown ended at 176,130, 43,899 (including AH, 298,502), and 0 respectively, giving total volume for the day of 220,029. Buy:sell at EOD was 4.01:1.

     

    There were 92 trades yielding an average trade size of 2,391, falling substantially from 4.2K-4.5K (excluding or including AH trades) of yesterday. The largest trade was 15.24K at $0.45. There were only two trades of 10K, $0.44 and $0.4443 respectively. The rest of the trades were much smaller.

     

    We closed below a support of ~$0.45 on a three-year weekly chart, discussed in another post made previously. Our high of $0.45 kept the falling triangle in play on the one-year daily chart.

     

    On the FINRA-reported daily short sales, we see total volume dropped ~34.5% while short sales dropped only ~6.7% and the short percentage of total rose ~42.3% to slightly above a "normal" range in the mid-30% range.

     

    This suggests that either new sell orders are entering at a rate faster than buyers are stepping up to the plate or the market-makers are trying to generate some volume, which they depend on to make their money. If the latter is the case, they've been short-selling at what they will be high prices and will move the trading range to allow covering at a lower price until they can see volume come in that justifies moving the price the other direction.

     

    This sure suggests that we are about to exit the compressed range we've been in and move to a different range - lower in my best estimate. Probably only a penny or two, but we'll have to wait and see if there's "weak hand" longs that get frightened out of their positions or we just see the market-makers move price trying to find volume.

     

    With patience, this could be another excellent bottom-fishing opportunity.

     

    If/when we break $0.42, I can see only a minor support at $0.39/$0.41. Since it has been tested only as resistance only during a single stretch, I can't assign much TA weight to it. If there's a lot of folks that believe the 50-day SMA is important (not supported by the charts *except* as resistance), there's potential for support at $0.41 from that. And there's always the "round numbers" psychological support possible at $0.40.

     

    0201 Vol 2476749, Sht 0948628 38.30% LHC 0.3800 0.5500 0.4700 b:s 1:1.20
    0202 Vol 0584698, Sht 0181905 31.11% LHC 0.4200 0.4800 0.4397 b:s 1.39:1
    0203 Vol 1019813, Sht 0235609 23.10% LHC 0.4301 0.4690 0.4600 b:s 1.34:1
    0206 Vol 0392838, Sht 0202806 51.63% LHC 0.4300 0.4650 0.4650 b:s 1.04:1
    0207 Vol 0413428, Sht 0094842 22.94% LHC 0.4300 0.4650 0.4500 b:s 1.32:1
    0208 Vol 0570071, Sht 0115522 20.26% LHC 0.4200 0.4600 0.4500 b:s 1:1.06
    0209 Vol 0335713, Sht 0094570 28.17% LHC 0.4251 0.4600 0.4300 b:s 1:4.76
    0210 Vol 0220029, Sht 0088190 40.08% LHC 0.4220 0.4500 0.4400 b:s 4.01:1

     

    MHO,
    HardToLove
    13 Feb 2012, 05:33 AM Reply Like
  • LT
    , contributor
    Comments (5083) | Send Message
     
    Worth reading because the same factors help AXPW...and one other thing is the UK grid storage systems just announced really was not a sale, but AONE owning them and making a profit off the energy sorta like the Viridity does.

     

    Why A123 Systems Is A Buy And Offers 700% Upside Potential Over The Next 3 Years
    http://seekingalpha.co...
    13 Feb 2012, 06:37 AM Reply Like
  • LT
    , contributor
    Comments (5083) | Send Message
     
    Some of my thoughts on the AONE deal & difficulties of AXPW entering some of these markets easily:
    As noted above, AONE owns the UK projects and makes their money back reselling the electricity to them...this creates a barrier for competition that is not capitalized well enough to compete. Sorta a defensive move to keep the competitors out. Makes me wish AXPW was better capitalized. I see several of these deals happening in the future, companies just don't seem to be willing to spend the cash to flat out purchase battery storage yet. Reminds me of how Solar had to build the large farms and sell energy to the utilities.

     

    That fuel cell technology in Italy/Spain that I posted earlier that HTL was aware of thru another company really got my attention too, it's pretty simple & may have potential.

     

    1. Lithium has it's place, but cost may cause the battery suppliers to have to own the systems and resell electricity back to recover the costs. (this hurts AXPW).
    2. AONE is relentless to establish themselves as the #1 supplier, at whatever cost...not sure how long this goes on, but will for the forseeable future.
    3. AXPW having the Power Cube at their headquarters should give them a very,,very,, clear view of how much revenue can be generated with the ownership/resell model...this could offset much of the above in 1 & 2 to increase our competitiveness.
    4. The China project that used football field size buildings for clean energy and used BYD batteries still intrigues me much. That is a $500 million project that combines battery storage with solar. I don't know anything about BYD battery tech except that you can drink the electrolyte instead of using Sulfuric acid...How does PbC compare? Is it better?
    5. I know I am rambling a lot, but I spent a lot of time this weekend reading about newer unrecognized technology out there. 4 years ago none of this new battery tech was there...now there's tons of it, and it really confuses me. I bet if I were to go to our utilities here they would be just as or more confused than me....so no one is willing to commit funds yet on any scale....reminds me for FSLR vs. SPWR....
    SPWR had a much superior technology almost twice the efficiency over FSLR but cheap won out in the end (as JLP says cheap beats cool).
    6. So...just wondering if maybe AXPW (after a bit more experience with the PC at home) could land one of these projects and fund it with revenue bonds or something?
    7. I believe the next generation autos & stationary units will leave lithium, and everything I read still says 2015 is the year.

     

    I'll quit now and apologize for the lengthy post....but there is just so much new tech coming that it really confuses me...and I hate to see grid storage go the way of solar farms.
    13 Feb 2012, 07:15 AM Reply Like
  • Futurist
    , contributor
    Comments (2127) | Send Message
     
    LT,
    Keep in mind that all the different tech out there will find a home. Very doubtful that one tech will solve all of the grid storage needs. There is room for Axion and all the others.
    Axion has a very interesting product that can be used by hundreds of thousands of plants, businesses, and universities. The grid is still a long way off. I'm sure a demonstration project will be forthcoming.
    In fact I remember a project in upstate NY a few years ago. I think it got cancelled due to some problem with the utility. We will have to fire up the wayback machine for that one.

     

    Is the wayback machine working?
    13 Feb 2012, 07:31 AM Reply Like
  • jlyleluce
    , contributor
    Comments (260) | Send Message
     
    I also did some reading over the weekend. I thought I was the only one whose head starts spinning when trying to keep track of the different solutions, advantages/disadvantages, companies and technologies.
    13 Feb 2012, 08:43 AM Reply Like
  • KentG
    , contributor
    Comments (368) | Send Message
     
    Blackrock just filed a 13G/A (Amended statement of ownership) stating they own 6.1M shares or 7.13% of Axion as of Dec 30th 2011. It is on Axion's web site.
    13 Feb 2012, 10:36 AM Reply Like
  • bobhaeger
    , contributor
    Comments (39) | Send Message
     
    Looks like Blackrock sold 1.05 mil shares.
    13 Feb 2012, 11:13 AM Reply Like
  • Mr Investor
    , contributor
    Comments (2801) | Send Message
     
    How did we mess that one up (or didn't we)? So there might be 6mil shares left to sell? Maybe they are the big supplier of stock here? Or did they just change hands within the company? Or did another Blackrock entity buy some of the recent placement? "BGF New Energy Fund Natural Resources" owns >5%.
    13 Feb 2012, 11:19 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2142) | Send Message
     
    Mr. Investor,
    Why do you say "How did we mess that one up?"

     

    You may recall that JP listed last month in his article "An Elephant Hunter's Theory ..." an estimate that Blackrock was likely still holding 6.1M (from their original private placement purchase) http://bit.ly/xufiLj

     

    Looks to me like his estimate was excellent. My only question is why did Blackrock sell -- when they are parading Larry Fink on the media circuit warning that everyone should be "100% invested in equities."
    13 Feb 2012, 11:30 AM Reply Like
  • Mr Investor
    , contributor
    Comments (2801) | Send Message
     
    I messed that up. Apologies to all. JP was indeed right on.

     

    CNBC had a Blackrock bond fund mgr on last week. He did a good job downplaying Fink's comment, aka saving his job, lol.
    13 Feb 2012, 11:42 AM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2656) | Send Message
     
    http://bit.ly/zCj6XJ

     

    I think that is down from 7.15M shares ....
    13 Feb 2012, 12:02 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    I stumbled across an old web article on storage and found this interesting:
    "Storage: the 800-pound gorilla

     

    One of the conundrums of renewables is that although they smile a lot, utilities frequently are not well-disposed toward renewables. They present a lot of technological and cost problems. They are frequently remote from the grid and very costly to build long lines to. Talk to most utilities and you will quickly believe that the key to renewables is a way to store the energy generated until it is needed. And that means batteries. Some lithium-ion companies have major smart-grid initiatives underway, but they represent a super-expensive way to store wind-turbine energy. Regular old lead-acid batteries are a heck of a lot cheaper, but they don’t charge up and charge down fast enough, and they wear out very quickly. As with other areas of potential 1603 beneficiaries, there are a lot of energy storage companies, so you might look at NYC-based Ener1 Inc (Nasdaq: HEV; http://www.ener1.com) , which has a lot of Russian and Japanese lithium-ion technology know-how. Another option would be Tyngsboro MA-based Beacon Power (Nasdaq: BCON; http://bit.ly/x2l6Ae), which has a flywheel technology. And the low-cost leader looks to be New Castle PA-based Axion Power International (EBB: AXPW; http://bit.ly/nG6x1f), a company with a battery that is a relative of the lead-acid battery in your car, but turbocharged with nanocarbon to eliminate corrosion and increase the ability to charge/recharge. It is worth saying that none of the 3 companies has been a mass manufacturer of their products to date, so all require due diligence with regard to their ability to scale up and serve the market."

     

    2 out of the three gone today. hmmmmmmmm...... Looks like DOE grants are a kiss of death!
    13 Feb 2012, 01:05 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18056) | Send Message
     
    Great find BW! Did you happen to save the link?

     

    HardToLove
    13 Feb 2012, 01:49 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    Not on the APC website, but here it is for reference. It is from Allen & Carron's Smallcap blog dated in late 2010 (don't know if I spelled their name right but you know who I mean) - Axion's Investor relations firm. http://bit.ly/xq45cc

     

    Lots of names and technologies in the blog, maybe some leads for today. Who knows? HTL - Got a new acronym for you: APCWS =Axion Power Concentrator Web Site.
    13 Feb 2012, 02:16 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18056) | Send Message
     
    Thanks BW.

     

    And I like the abbreviation too!

     

    HardToLove
    13 Feb 2012, 02:21 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    Lurking at .40 HTL with a small GTC. I've learned not to ignore you on PPS. You are singlehandly driving the pps down. Write a bald faced lie about popping to .50 next week and let's see what happens. :<D
    13 Feb 2012, 02:50 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18056) | Send Message
     
    LoL! What! Now I'm "The Hammer" for this stock?!

     

    I wish I was that good. If I ever learn enough (doubtful), maybe.

     

    You want that lie before or after your GTC buy executes? >8-),

     

    HardToLove
    13 Feb 2012, 03:08 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    I bought possibility you were right about a long slow slid into the .30's and decided .40 was good enough to pick up a little. Considering a GTC trigger buy at ..49 or .50 with a limit .60 (in case it is popping fast) if we get a jump up. How dumb is that?

     

    I sold my losing momentum trade on XIDE with a limit $3.00 on the open which was at $3.23 that went for $3.20 - way better than the low. Liked the strategy versus a market sell order on the open. Considering reverse strategy on the way up if it happens.
    13 Feb 2012, 03:17 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18056) | Send Message
     
    I'm also with you - as I've said, anywhere below $0.42 looks attractive to me. I think the only reason a $0.39 would show is that a little "overshoot" is always possible. That's why, if I'm anywhere near the mark, I don't think it'll hang around down there very long.

     

    And even if it does, the most common pattern (at least in higher-priced equities) in longer-term consolidation is swings between extremes of a sideways trading channel.

     

    So I'm thinking that after we see whatever low will occur (if it hasn't already), we *should* have a small swing towards whatever the center or top or bottom of that sideways channel will be.

     

    The other thing I'm thinking is that we could see another PR or news sometime mid-to-late March which we might not expect, like the PJM/Veridity thing. But that's just because if things are starting to progress, a little news every couple of months seems a likely trend to me.

     

    But I would like to be positioned before that.

     

    MHO,
    HardToLove
    13 Feb 2012, 03:43 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    I used the APC comments custom google search feature on the APCWS today in earnest for the first time today. Somebody brought up CMXI and when I looked at the chart I had a mild interest. I PM'd people I thought might have mentioned it later but none of them were the right person. I wanted to know more at the time, but couldn't find who posted it. Today out of curiosity I searched for it on the APC Comments search feature on the Concentrator web site and the poster was Isd_Ism. Handy tool.

     

    It only gets you to the correct APC - in this case APC 31. Then pop the search term in the browser's "find" tool and it takes you straight to the comment. Way better than looking through zillions of comments. You need a good key word or phrase, but it works great.
    13 Feb 2012, 03:46 PM Reply Like
  • Tim Enright
    , contributor
    Comments (1356) | Send Message
     
    Tried your search the APC comments and worked like a charm!
    13 Feb 2012, 08:23 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9984) | Send Message
     
    Author’s reply » Off we go to the next Concentrator:

     

    http://seekingalpha.co...
    13 Feb 2012, 03:58 PM Reply Like
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