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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
  • Axion Power Concentrator 66: Beginning Feb. 13, Bangwhiz's Google AXPW Development Website 177 comments
    Feb 13, 2012 4:37 PM
    RE: Two new forums for Axion Power potential investors and existing shareholders

    Kind folks. For some time now, stallworth Axion Power Concentrator commenter "bangwhiz" has been creating a blog about all things Axion Power.

    This inventive blog is an ammalgamation of fine articles and also tracks various Axion Power International milestones and announcements.

    Highly recommend new investors or those thinking about investing in Axion Power to visit bangwhiz's site, as a first course of due diligence.

    It is a bastion of condensed information that even those more active in the Axion Power Concentrators should bookmark.

    http://sites.google.com/site/axionpowershareholdersgroup/

    Bangwhiz has also created another Instablog dedicated to discussing questions that should be raised during the next Axion Power conference call this forthcoming March.

    Any questions you may have for Axion Power CEO, Thomas Granville, or to any other Axion Power leadership, could and should be listed in this forum. This way, all deserving questions will not be forgotten.

    http://seekingalpha.com/instablog/667879-bangwhiz/279411-axion-power-2011-q4-march-conference-call-questions-list?source=kizur

    This is a troll free zone. Any disruptive comments will be removed.

Back To Mayascribe's Instablog HomePage »

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

Comments (177)
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  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Author’s reply » Last comment in the previous Concentrator from bangwhiz:

     

    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, 03:46 PM Delete Comment2
    13 Feb 2012, 03:56 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Author’s reply » Please thumbs up this APC. Thanks!
    13 Feb 2012, 03:56 PM Reply Like
  • 481086
    , contributor
    Comments (3431) | Send Message
     
    http://jalo.ps/zphs8k This guy is my hero! The redneck of the species will survive! ;) Heck, if not for the whack haircut, could even be a distant relative...
    13 Feb 2012, 04:45 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    He needs to capture that heat going out the stove pipe and use it to charge his PbC battery. Anyone that innovative must have one, right?

     

    I loved it!

     

    HardToLove
    13 Feb 2012, 05:19 PM Reply Like
  • eggwis
    , contributor
    Comments (756) | Send Message
     
    Diito HTL! I like it. The only down side is "there goes that new car smell!" ...and he needs an elbow on top of his pipe, facing to the rear of his car, to prevent the blockage issue they mentioned in the article.
    13 Feb 2012, 07:48 PM Reply Like
  • Futurist
    , contributor
    Comments (2109) | Send Message
     
    I just want to be sure but JP drives an Audi not a Volvo, right?
    14 Feb 2012, 07:20 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    You're right Egg - an elbow. And then, to enhance fuel economy (in cold air the gains can be substantial - on the 2000 'Vette, 0.28 coefficient of drag IIRC, winter costs me about 3/4 mpg), a CFD (Computerized Flow Dynamics - there ya' go BW! ;-)) designed fairing for the pipe to reduce wind resistance and utilize the Bernoulli effect to help suck out the exhaust from the stove when moving.

     

    Some 30-40 series low-profile tires, wide mag wheels, a turbo-charger (now a.k.a. "eco-boost"), ... :-))

     

    HardToLove
    14 Feb 2012, 08:15 AM Reply Like
  • John Petersen
    , contributor
    Comments (30629) | Send Message
     
    Audi A-6 – I bought it in 97 and have only put about 100,000 miles on the car and it still runs like a champ, so I'm having a real hard time parting with it.
    14 Feb 2012, 09:38 AM Reply Like
  • Futurist
    , contributor
    Comments (2109) | Send Message
     
    Just wanted to make sure you were not the guy in the picture. :-)
    14 Feb 2012, 09:21 PM Reply Like
  • John Petersen
    , contributor
    Comments (30629) | Send Message
     
    No! That was my Dad, who firmly believed the two essentials of modern life were Shoe Goo and Duct Tape. We lost Dad a few years ago, but it brings a smile to think about some his do-it-yourself projects.
    15 Feb 2012, 01:38 AM Reply Like
  • 481086
    , contributor
    Comments (3431) | Send Message
     
    http://thedc.com/zYkgAv Oooh... "extra added bonus" What I don't get though is why Pres. Obama just doesn't tell GM to provide the cars for free. I mean, cars are a good thing. People need cars. The president decrees that GM should give everyone a Volt. Everybody gets one. Everyone's cool. Totally genius solution! Whew, wow that was easy. So, when's lunch?
    13 Feb 2012, 05:38 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    Probably a back-door way to make sure Chu's favorite Li-ion batteries gain wide acceptance and no more DOE program-funds recipients go BK. And a nice side-effect is making GM more profitable as they slavishly produce that which is uneconomical but must be produced.

     

    Yep, one "swell foop" gets all his green, union and auto-union backers on the bandwagon.

     

    After all, what better way to buy support than showing that regardless of the real losses, you're perfectly willing to throw OPM at any pet project your supporters favor.

     

    My back door is starting to hurt already!

     

    I'll go you one better 481106 - just hand all the beneficiaries the money and dispense with the cost of the car. The money saved can be used to arm various federal agents and train them in riot suppression.

     

    HardToLove
    13 Feb 2012, 06:00 PM Reply Like
  • eggwis
    , contributor
    Comments (756) | Send Message
     
    ... but could they get to the riot, or even the training for that matter w/o the freebie car?
    13 Feb 2012, 07:50 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    Well, if I was the rioter (one-person "riot" possible?), I'd just make sure to riot more than 40 miles away (assuming they finally dispense with the range extender).

     

    HardToLove
    14 Feb 2012, 08:18 AM Reply Like
  • jveal
    , contributor
    Comments (644) | Send Message
     
    Obama proposes more subsidies for Volt.

     

    http://thedc.com/zYkgAv
    13 Feb 2012, 05:41 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    Political grandstanding at its best - a DOA proposal in Congress. Maybe I'll vote for Ron Paul just to watch the mayhem in DC. Something is wrong with our system of government. Everybody in Washington blames the previous administration and nobody in office ever has any current accountability.

     

    I am beginning to like the Chinese system. When the tainted milk powder scandal broke they cut off the head of their FDA manager. We could use a few beheadings in Washington to get their attention.
    13 Feb 2012, 06:33 PM Reply Like
  • magounsq
    , contributor
    Comments (958) | Send Message
     
    jveal...appreciate link...but...how do I "like" that?
    EXCRUCIATINGLY frustrating!

     

    545 vs. 300,000,000 People
    -By Charlie Reese

     

    Politicians are the only people in the world who create
    problems and then campaign against them.
    You and I don't propose a federal budget. The President
    does.
    You and I don't have the Constitutional authority to
    vote on appropriations. The House of Representatives does.
    You and I don't write the tax code, Congress does.
    You and I don't set fiscal policy, Congress does.
    You and I don't control monetary policy, the Federal
    Reserve Bank does.
    ******
    One hundred senators, 435 congressmen, one President, and nine
    Supreme Court justices equates to 545 human beings out of the 300 million are directly, legally, morally, and individually responsible for the domestic problems that plague this country.
    13 Feb 2012, 08:54 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    Boy, *that* hits the nail on the head doesn't it?

     

    Now if only the voters would be aware of the fundamentals you cite, along with the "historical curiosity" (apparently) called "The Constitution" ...

     

    Whoops! Time to wake up and roll out of bed.

     

    HardToLove
    14 Feb 2012, 08:22 AM Reply Like
  • LabTech
    , contributor
    Comments (1778) | Send Message
     
    HTL,
    The problem isn't that the voters aren't aware of those fundamentals as much as the problem is that they want everyone else's senator or congressman to be replaced to fix the system, just not their own, since that's the one who brings home the goodies to their state. And any candidate from either major party that has gotten to the point of being consider for one of those jobs already has his/her nose so stuck in the feed bucket that they just keep the gravy train coming.
    14 Feb 2012, 09:53 AM Reply Like
  • SMaturin
    , contributor
    Comments (2268) | Send Message
     
    I never tire of quoting Bastiat:

     

    "Government is the great fiction through which everybody endeavors to live at the expense of everybody else."
    -Frederic Bastiat, Government, 1848

     

    http://bit.ly/yq6PXC
    14 Feb 2012, 10:22 AM Reply Like
  • magounsq
    , contributor
    Comments (958) | Send Message
     
    SM...Great quote...amazing...1848... what was that about "History repeating itself"?
    14 Feb 2012, 01:09 PM Reply Like
  • Nicholas Chen
    , contributor
    Comments (2793) | Send Message
     
    I think the old thumbs up and thumbs down system we had on SA should be applied for all bills... let the people vote.
    13 Feb 2012, 06:50 PM Reply Like
  • eggwis
    , contributor
    Comments (756) | Send Message
     
    There actually is a movement to that effect!
    13 Feb 2012, 07:52 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    Better check this out! New activated carbon source with significant performance improvement possibility for the PbC. No doubt Axion is looking into it. Headline is "Engineered carbon gives batteries, ultracaps a boost". CNET story. See it here: http://cnet.co/ySbw2H
    13 Feb 2012, 06:52 PM Reply Like
  • Mr Investor
    , contributor
    Comments (3221) | Send Message
     
    First, Axion needs to sell PbC commercialized v1, I assume. Maybe this other company's product can help v2 or v3?
    13 Feb 2012, 07:52 PM Reply Like
  • eggwis
    , contributor
    Comments (756) | Send Message
     
    BW,

     

    Trust me when I tell you, there is FAR better technology than that coming down the pike for Axion! Not that EnerG2 isn't doing great things, but it better be really cheap because it's performance will be far out done in a very short period of time.
    13 Feb 2012, 08:00 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    You referring to graphene or what?
    13 Feb 2012, 08:03 PM Reply Like
  • eggwis
    , contributor
    Comments (756) | Send Message
     
    No, not graphene. I'm reluctant to discuss it in a public forum, lest Mr. Harmon be eavesdropping. Check your mail in a bit.
    13 Feb 2012, 08:15 PM Reply Like
  • Tim Enright
    , contributor
    Comments (1345) | Send Message
     
    Interesting. Guess who lives in Albany, Or? yours truly. I think I will pay them a visit the next time I am home...
    13 Feb 2012, 08:36 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Author’s reply » We should buy this company.
    13 Feb 2012, 09:00 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    Tim> Great, maybe a story there for a APC instablog!
    13 Feb 2012, 09:27 PM Reply Like
  • Tim Enright
    , contributor
    Comments (1345) | Send Message
     
    I just searched for EnerG2 using Bang's search and found EnerG2 was first discussed in APC 12 and then again in APC 61. JP outlined the patent information in APC 61 and I am re-reading it now.

     

    Bang, again many thanks for the work you have done...
    13 Feb 2012, 09:35 PM Reply Like
  • Tim Enright
    , contributor
    Comments (1345) | Send Message
     
    "Tim> Great, maybe a story there for a APC instablog!"

     

    Maybe, going to have to think of some good questions. Perhaps I could get some help...
    13 Feb 2012, 09:45 PM Reply Like
  • eggwis
    , contributor
    Comments (756) | Send Message
     
    Yes, we have definitely discussed them before. Somehow I think buying a company with that kind of IP would require another raise. I like the way you're thinking though Maya!
    13 Feb 2012, 10:25 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Author’s reply » Well we're at it egg, we should buy the Japanese mine.

     

    Verticle integration.
    13 Feb 2012, 11:28 PM Reply Like
  • eggwis
    , contributor
    Comments (756) | Send Message
     
    Hell yeah! If your gonna have a raise anyway, may as well raise enough to buy the whole shootin' match. No sense bein' overly frugal!
    13 Feb 2012, 11:43 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Author’s reply » LOL! Not sure where I'd put it, but I sure would like having 50,000 55 gallon drums of activated carbon sitting around somewhere.
    13 Feb 2012, 11:49 PM Reply Like
  • siliconhillbilly
    , contributor
    Comments (2753) | Send Message
     
    So there is another new nano-porous carbon material !

     

    I was talking about this company last week; Electronic Materials Inc.
    http://bit.ly/x0I0uu

     

    OR: http://bit.ly/ysojjx

     

    They use a natural precursor activated carbon with a new plastic binder. After making up the plastic-carbon composite they convert the binder to porous carbon. Result; carbon with carbon (100% porous carbon) and much lower resistance to electricity flow. Also more carbon/ml and so higher capacitance for the same thickness electrodes.
    I have a hint that Axion is already working with the EM binder. Nothing I can confirm.
    14 Feb 2012, 01:54 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    I feel "slighted". :-(( ;-))

     

    HardToLove
    14 Feb 2012, 08:28 AM Reply Like
  • Futurist
    , contributor
    Comments (2109) | Send Message
     
    OK Bang,
    "EnerG2 is commercializing a process developed at the University of Washington to make activated carbon from a polymer. "

     

    Am I reading this right. They are trying to make a synthetic form of carbon? Is that what they mean by a polymer?

     

    I think I remember reading something about natural carbon being superior for use in the PbC. For the life of me I can't remember where I read that or why I remember that. Anybody's memory better than mine?
    14 Feb 2012, 08:34 AM Reply Like
  • John Petersen
    , contributor
    Comments (30629) | Send Message
     
    It was probably one of my comments. When you take plant material and pyrolize it to make activated carbon, the cellular and capillary structure that was present in the plant carries over to the carbon and you end up with a highly permeable material with a variety of pore sizes. While I can't get into the technical whys, the PbC technology apparently performs better with a variety of pore sizes and the natural capillary structure.

     

    The first disclosure I wrote on the PbC technology included the following nanotechnology discussion that the board subsequently decided was a bit too promotional.

     

    "Applied nanotechnology solutions

     

    The National Nanotechnology Initiative (“NNI”) is a federal research and development program established by the White House to coordinate multiagency efforts in nanoscale science, engineering, and technology. Sixteen Federal agencies participate directly in the NNI and a variety of other organizations contribute to the NNI through studies, cooperative research and development, and other collaborations. The NNI broadly defines a new technology as "nanotechnology" if it includes each of the following elements:

     

    · Research and technology development at the atomic, molecular or macromolecular levels, in the length scale of approximately 1 to 100 nanometers;

     

    · Creating and using structures, devices and systems that have novel properties and functions because of their small and/or intermediate size; and

     

    · Ability to control or manipulate on the atomic scale.

     

    The carbon electrodes that we use to replace lead-based negative electrodes represent a convergence between traditional materials science and electrochemistry and newly emerging disciplines that focus on the unique physical and chemical reactions that only occur in ultra-small spaces, or nanotechnology. We do not build nanostructures from the bottom up by manipulating individual atoms or molecules. Rather, we start with activated carbon and:

     

    · Use proprietary physical and chemical processing techniques to optimize naturally occurring porosity in the 1 to 100 nanometer in size range;

     

    · Use other proprietary techniques to create massive structural permeability; and

     

    · Integrate processed carbon into a self-regulating system that controls electrochemical and electrostatic processes and results in a unique combination of battery and super-capacitor characteristics.

     

    In a small but important way, we believe our methods for making highly permeable nanostructure enhanced carbon electrodes are properly classified as applied nanotechnology."
    14 Feb 2012, 09:45 AM Reply Like
  • LT
    , contributor
    Comments (5783) | Send Message
     
    There was an article stating that purer carbon and finer carbon increased battery function...it's n one of the last 2 concentrators.
    14 Feb 2012, 10:11 AM Reply Like
  • Mr Investor
    , contributor
    Comments (3221) | Send Message
     
    Bang, should this topic be flagged on your summary site (if not already)? The activated carbon, along with the patents and the testing, is the core of AXPW's value, no?
    14 Feb 2012, 10:35 AM Reply Like
  • John Petersen
    , contributor
    Comments (30629) | Send Message
     
    There's always a chance that a more uniform carbon might yield better results, but that explanation is at odds with what I learned in my initial due diligence. Ultimately it doesn't matter what a potential supplier says about their product because there is only one potential customer for asymmetric lead-carbon devices in a sulfuric acid electrolyte.
    14 Feb 2012, 11:16 AM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    Posted the link under one of the topics but don't remember which one. Probably battery technology. I don't post discussions on the site, but the APC Comment search feature is probably my favorite feature on the site. It works perfect thanks to all those google servers and spiders.
    14 Feb 2012, 11:20 AM Reply Like
  • Mr Investor
    , contributor
    Comments (3221) | Send Message
     
    Since all those roads lead to and through Axion, they can leverage other people's R&D money. That didn't even occur to me until now, as I haven't thought much about >v1. The optimizer in me can see that that would just be a refinement to the value as an investment, such as by extending their viability window substantially. But the current key remains selling v1.
    14 Feb 2012, 01:26 PM Reply Like
  • magounsq
    , contributor
    Comments (958) | Send Message
     
    Maya...many private...any public come to mind?
    14 Feb 2012, 01:29 PM Reply Like
  • siliconhillbilly
    , contributor
    Comments (2753) | Send Message
     
    Maya: " buy the Japanese mine" ???
    14 Feb 2012, 01:50 PM Reply Like
  • John Petersen
    , contributor
    Comments (30629) | Send Message
     
    V1 is the upper left hand corner of the learning curve and while it's easy to be a cynic about economies of scale in lithium-ion, it's far easier to get excited about the potential manufacturing and materials efficiencies as a brand new class of battery gets better and cheaper (or at least more profitable).
    14 Feb 2012, 03:16 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Author’s reply » SHB: That's from where Axion gets it's carbon. There was some short breaths taken during the earthquake/Fukashumi event.
    14 Feb 2012, 03:41 PM Reply Like
  • D-inv
    , contributor
    Comments (4843) | Send Message
     
    Could, indeed, be a significant development with implications for Axion. Beyond electro-chemical storage applications, EnerG2 also points to potential use in mobile ANG (adsorbed natural gas) storage which has potential for displacing a bunch of gasoline/diesel vehicles.
    13 Feb 2012, 07:33 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    You made me look up adsorbed natural gas. Pretty interesting use of corn cobs in the mid-west. In case someone else is ignorant like me look here: http://bit.ly/AfCgsF and
    here http://bit.ly/ysM9q4

     

    Google searchs would find more.
    13 Feb 2012, 08:12 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    Somehow a link got in there (second one) I didn't intend. Sorry about that.
    13 Feb 2012, 08:37 PM Reply Like
  • Stilldazed
    , contributor
    Comments (3952) | Send Message
     
    Looks like my pipes are going to get expensive.
    14 Feb 2012, 02:22 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    Great link BW!

     

    I'm beginning to think that there is no problem, other than human behavior, that can not be solved by adding in carbon in one form or another in conjunction with other technology.

     

    The number of applications for those various forms of carbon is astounding.

     

    HardToLove
    14 Feb 2012, 08:48 AM Reply Like
  • D-inv
    , contributor
    Comments (4843) | Send Message
     
    >bang - "You made me look up adsorbed natural gas."

     

    :-) Unintended consequences everywhere!
    14 Feb 2012, 12:32 PM Reply Like
  • eggwis
    , contributor
    Comments (756) | Send Message
     
    SD,

     

    Buy few more shares of AXPW. It'll be a wash. ;-)
    14 Feb 2012, 02:57 PM Reply Like
  • Futurist
    , contributor
    Comments (2109) | Send Message
     
    Me too.

     

    Somedays I hate Bangwhiz. But the subject is riveting to someone looking into the future.

     

    Didn't that pick-up truck look like the same one Axion used for their "retrofit" plan? Someone is making big bucks renting a pick-up of the future for photo ops.
    14 Feb 2012, 09:28 PM Reply Like
  • tonys23
    , contributor
    Comments (96) | Send Message
     
    Does Martin Lamonica know about Axion? We have a product that is here and ready now, as opposed to something "6 to 18 months down the road".
    13 Feb 2012, 08:06 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    What are you referring to Tony?
    13 Feb 2012, 08:39 PM Reply Like
  • tonys23
    , contributor
    Comments (96) | Send Message
     
    Bang, Lamonica is the author of the CNET story about ENERG2 to which you provided a link ...
    13 Feb 2012, 09:13 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    AH, thanks. Implications for improved PbC performance were so great I missed it.
    13 Feb 2012, 09:28 PM Reply Like
  • eggwis
    , contributor
    Comments (756) | Send Message
     
    Maya,

     

    "The Bachelor" is set in some Mayan ruins somewhere tonight. Belize maybe...? TYMBI. That's BW's link to HTl's brain at work!
    13 Feb 2012, 09:03 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    Due to popular demand here's a link to HTL's brain. Woman in photo is trying to get his attention. http://bit.ly/w8LmwS
    13 Feb 2012, 09:35 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Author’s reply » Egg: If I was only 23 years younger.
    13 Feb 2012, 09:45 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    If you check the expression on her face, you'll know she already has my attention.

     

    <*deadpan*> I'm "multi-tasking". </*deadpan*>

     

    HardToLove
    14 Feb 2012, 10:23 AM Reply Like
  • LT
    , contributor
    Comments (5783) | Send Message
     
    note what their revenue is & how much is from the grid:

     

    Batteries to Compete With Gas Peaker Plants by 2016, A123 Says
    http://bloom.bg/wC8rQf
    14 Feb 2012, 05:00 AM Reply Like
  • jakurtz
    , contributor
    Comments (1960) | Send Message
     
    Interesting thing about A123 and their revenue is that it was $68M in 2008 and they did their IPO in 2009 at ~$1B. They were burning through cash like mad and they had a completely unprofitable product. The only thing they had going for them was the belief that economies of scale would bring their costs down so substantially that they would be able to muster some type of profit margin...not there yet, and it seems to be getting worse.
    14 Feb 2012, 07:35 AM Reply Like
  • LT
    , contributor
    Comments (5783) | Send Message
     
    Jak, I agree....but did you notice that 50% of their revenue is from the grid?
    14 Feb 2012, 07:57 AM Reply Like
  • jakurtz
    , contributor
    Comments (1960) | Send Message
     
    Yep, and how about the CEO sounding as if he is actually attempting to campaign away from them being in the electric car business?

     

    Vieau "...and yet we are labeled as an electric-vehicle company.”
    Nooo, don't label me man, you can't put a label on me.

     

    Even though A123 was more than happy to ride that wave of hype for most of their existence...it is just not cool anymore, I guess.
    14 Feb 2012, 08:26 AM Reply Like
  • John Petersen
    , contributor
    Comments (30629) | Send Message
     
    A couple weeks ago I wrote an article on the producer economics of grid storage and the numbers are pretty ugly, particularly the way A123 is doing it. – http://seekingalpha.co...

     

    If you look at the system cost table, the Power subsystem is about $400,000 per MW and the Storage subsystem (batteries) is about $600,000 per MWh. On A123's biggest project to date, they sold 32 MW of Power subsystem ($12.8 million) but only 8 MW of Storage subsystem ($4.8 million).

     

    I have to believe that the margin on the Power subsystem fraction is significantly lower than the margin on the Storage subsystem fraction. At the end of the day, the only way A123 can minimize their cost of goods sold is by filling a 600 MWh per year factory. Doing it with ultra-expensive grid systems that only use a little bit of battery power does not strike me as an effective strategy.
    14 Feb 2012, 09:56 AM Reply Like
  • siliconhillbilly
    , contributor
    Comments (2753) | Send Message
     
    From the article: "A123’s storage systems, which provide within milliseconds anywhere from 10 kilowatts to 500 megawatts of power, for as long as eight hours."

     

    I believe the "500 megawatts" might be a typo ;-) Unless they are talking about using all the batteries A123 ever sent to grid power applications.
    14 Feb 2012, 12:16 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2410) | Send Message
     
    So I ripped on CPST (Capstone Turbine) stock performance yesterday, but how cool is this?

     

    "Biotech Farms Inc., one of the Philippines' largest and most progressive integrated hog and poultry layer farms, selected the Capstone C800, which will be fueled by biogas processed from animal waste in an onsite anaerobic digester. The C800 will produce clean-and-green onsite energy for the farm's feeding equipment, ventilation fans, water pumps, and lighting, allowing Biotech Farms to be self-sufficient with its power requirements."

     

    "This ultimately reduces the total carbon footprint of our farm and the amount of energy used to produce our farm products"

     

    http://bit.ly/yYjJCx;highlight=

     

    A tiny ray of sunshine for those of us that get depressed from time to time about the world not addressing its problems ...
    14 Feb 2012, 09:13 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    (CPST) has so many stories like this.

     

    The stock, due to heavy shorting at least, may be broken for a while yet but the company is no longer broken, like it was before 2007 when new management team came on board.

     

    Due to opportunity cost though, until the stock is not broken, one must play it as a trade, IMO.

     

    Right now, there's a *potential* head-and-shoulders formation (needing to make the right shoulder to potentially complete) that suggests we'll see more attractive prices.

     

    I'm waiting to add.

     

    HardToLove
    14 Feb 2012, 09:20 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2712) | Send Message
     
    And when HTL talks -- I listen! I, too, am waiting to add CPST.
    14 Feb 2012, 09:29 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    I've traded CPST for quite a while now, and have NOT accumulated the core of low cost shares I had hoped for, but I haven't lost much money, either.

     

    I am also eyeballing it with the idea of adding on a March dip...
    14 Feb 2012, 09:43 AM Reply Like
  • Tampa Ted
    , contributor
    Comments (2652) | Send Message
     
    I really like CPST's technology, but as of yet, I have not seen that they can make their product cheap enough compared to other alternatives. I hope that eventually happens for them.
    14 Feb 2012, 01:31 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    (AXPW): 2/13/2012 EOD stuff I've been tracking.

     

    Buy, sell and unknown ended at 156,400, 82,600, and 0 respectively, giving total volume for the day of 239,000. Buy:sell at EOD was 1.89:1. Trades were only 79 giving an average trade size of 3,025. Note the continued move up in short sales percentage, which increased much more than volume, volume +8.5% and short volume ~20%. Low continues to creep down. That's about it for today.

     

    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
    0213 Vol 0239000, Sht 0105800 44.27% LHC 0.4201 0.4550 0.4392 b:s 1.89:1

     

    HardToLove
    14 Feb 2012, 09:42 AM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Check out the paragraph starting with the question marks ….

     

    -------------------
    Germany's Wind Power Revolution in the Doldrums
    The German government plans to increase the share of green power to 35 percent of power consumption by 2020 from 20 percent at present. A decisive part of that increase is to come from offshore wind farms, seen as particularly suitable because the wind blows constantly at sea, which makes it a more reliable source of power than solar energy or wind turbines on land. Germany's plans for a radical expansion in offshore wind power generation are at risk of failure because of delays in hooking the wind farms up to the power grid, German power company E.on warned on Tuesday.

     

    ?????
    The generation of electricity from wind is usually a completely odorless affair. After all, the avoidance of emissions is one of the unique charms of this particular energy source. But when work is completed on the Nordsee Ost wind farm, some 30 kilometers (19 miles) north of the island of Helgoland in the North Sea, the sea air will be filled with a strong smell of fumes: diesel fumes.

     

    The reason is as simple as it is surprising. The wind farm operator, German utility RWE, has to keep the sensitive equipment -- the drives, hubs and rotor blades -- in constant motion, and for now that requires diesel-powered generators. Because although the wind farm will soon be ready to generate electricity, it won't be able to start doing so because of a lack of infrastructure to transport the electricity to the mainland and feed it into the grid. The necessary connections and cabling won't be ready on time and the delay could last up to a year. http://tinyurl.com/7po...
    ---

     

    I don’t understand why the drives, hubs and rotor blades need to be keep in constant motion… but I do know of a solution that would diminish the use of diesel powered generators to provide the back-up power. Yet another discovered application for PbC batteries? A small power-cube per wind generator. I would think it could also help regulate the power outflow from the generators.
    14 Feb 2012, 09:42 AM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Author’s reply » FPA: Pretty much hot off the wires is that it's expected that Germany will cut solar subsidies by much more than previously expected:

     

    http://onforb.es/xemf6D

     

    Most all solar stocks are taking a beating today.
    14 Feb 2012, 12:03 PM Reply Like
  • LT
    , contributor
    Comments (5783) | Send Message
     
    ..almost 20 minutes into trading and zero shares traded
    interesting
    14 Feb 2012, 09:49 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    I thought maybe my platform was broken.

     

    40 minutes in and we finally got 2 - 6.1K: 4K $0.4399 and 2.1K $0.4398.

     

    Looks like the serious tug-o-war has now begun.

     

    I wonder if market-makers will step in today or wait to start getting some volume going.

     

    HardToLove
    14 Feb 2012, 10:09 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Da boyz are back in town...

     

    The market makers will be active in cases where they see opportunities, but I also think this is just too small potatoes to get them involved very much.

     

    Of course, if the move to elevate OTC trading to a platform similar to NASDAQ is enacted, the quantmonkies will go "ape".

     

    For now I believe gridlock might be a "good thing". Let the momentum speculation bleed down to zero.

     

    I lurk still at $.42...
    14 Feb 2012, 10:17 AM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    I moved up my GTC from .40 to .42 to join you tripleblack. Maybe somebody will come down to meet all the .42 lurkers.
    14 Feb 2012, 10:28 AM Reply Like
  • LT
    , contributor
    Comments (5783) | Send Message
     
    something is going on...

     

    zero shares traded in 30 minutes?
    14 Feb 2012, 10:00 AM Reply Like
  • jlyleluce
    , contributor
    Comments (247) | Send Message
     
    I'm curious if this is break out day, one direction or another.
    14 Feb 2012, 10:09 AM Reply Like
  • Pztrick44
    , contributor
    Comments (80) | Send Message
     
    To me, volume dropping off a cliff indicates we are running out of sellers (and buyers, too, sure).

     

    We'll break out the next time news hits. If no news before the next qtrly report is due, perhaps we move lower ahead of it based on poorer expectations. Any other 8-K is likely to be news of a PO in which case we move up. My $0.02

     

    I've read HTL's thoughts on "the triangle breaking down" and the 2/3 chance we move lower to $0.3X - $0.42 - but I'm not persuaded. IMO, technicals are an understandable proxy for the psychology and behavior of all the traders/investors in a stock - however in Axion's case I think it is small enough we have a pretty good grip on how people would behave. Who would be selling at $0.3X?

     

    I think the market maker will keep the spread tight around $0.43-$0.44 and there will otherwise be very little volume. I don't think any big seller is about to take a dump. OTOH, a very large buyer (institutional) would certainly lift the price.

     

    ...my $0.02
    14 Feb 2012, 10:18 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2712) | Send Message
     
    Well another observation to add to the mix -- an influential "StockTalker" yesterday (who has booked good short term gains previously) posted that if the price dropped to 39 cents it would be a time to buy again. He and other short term traders are likely going to be extremely pleased or extremely disappointed in the near future.
    14 Feb 2012, 10:19 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    "Who would be selling at $0.3X?"

     

    Counterpoint: "Who would *not* be buying at current levels?".

     

    My point being that arguments of a "confirmation bias" nature can swing either way.

     

    My prognostication is an attempt to eliminate, as much as possible, my personal bias.

     

    "IMO, technicals are an understandable proxy for the psychology and behavior of all the traders/investors in a stock ..."

     

    That's more than your opinion - it is the foundation of TA that the actions *displayed* in the charts are reflective of the sentiment of traders and investors. And from that foundation flows the *possibility* of projection of future actions. It's *not* assured, of course.

     

    Anyway, as a good investor or trader, it's important to have a strategy that accounts for both the more and less likely scenarios.

     

    So I've orders prepped and sitting at the broker that are ready to fly regardless of the direction of the move - the 2/3 likely down move or the 1/3 likely up move.

     

    MHO,
    HardToLove
    14 Feb 2012, 10:58 AM Reply Like
  • John Petersen
    , contributor
    Comments (30629) | Send Message
     
    I can answer your counterpoint "Who would *not* be buying at current levels?"

     

    Everybody who's waiting in line for a "We've got the Power" T-shirt.

     

    I love the Axionistas dearly, but you're all inveterate bottom feeders who wouldn't pay an asked price if your lives depended on it.

     

    I'd give my left arm to see a market maker's screen that showed the outstanding offers between $0.35 and $0.42.
    14 Feb 2012, 11:26 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    LoL JP!

     

    Maybe if we had "truth in advertising", all our avatars would be variations on something like a catfish.

     

    HardToLove
    14 Feb 2012, 11:41 AM Reply Like
  • SMaturin
    , contributor
    Comments (2268) | Send Message
     
    Guilty as charged, John.
    14 Feb 2012, 11:43 AM Reply Like
  • DRich
    , contributor
    Comments (4819) | Send Message
     
    >H.T. Love ... I would think flounders. Hiding below the visible surface with eyes looking up but not wanting to go there but for a brief instant to catch some food.
    14 Feb 2012, 11:46 AM Reply Like
  • AlbertinBermuda
    , contributor
    Comments (872) | Send Message
     
    TDAmeritrade shows on their Level 2 screen 85,000 shares bid between $0.35 thru $0.42.
    14 Feb 2012, 11:57 AM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    I decided to put in a GTC trigger order at limit .60 IF axpw hits .50 trying to catch any spike. Also lurking with tripleblack at .42. Four-eyed fish in my case - one pair looking down - another looking up.
    14 Feb 2012, 12:00 PM Reply Like
  • Mr Investor
    , contributor
    Comments (3221) | Send Message
     
    I hope you're a righty or an ambi. A couple concentrators ago someone mentioned a for-fee service whereby you can see more depth in the MM quotes than Level II. At least one layer more, I vaguely recall. For example, if AUTO has a second-best bid for 10k shares at $.43 (their best bid is $.4305 currently), you'd see that, too, I think.

     

    Funny how I've been able to see it sometimes in Level II when replacing a bid with a higher bid, if I was the best bid to begin with. My old bid will disappear and the next one down for that MM will appear very briefly before my new, higher one appears.

     

    Anyway, I'd guess there's a lot of people like me who don't usually show their hand to the MMs until it's time to transact. So that info might be dramatically understated.
    14 Feb 2012, 12:14 PM Reply Like
  • John Petersen
    , contributor
    Comments (30629) | Send Message
     
    The direct offering price was distressing to many retail investors who can't understand how vicious new investors are when it comes to minimizing their downside risk and maximizing their upside. My favorite whine as a small company lawyer is that investment bankers have always loved my clients until the day before closing, and then worn brass knuckles to the closing.

     

    When a rational businessman is sitting in a conference room with a check on the table and he's forced to weigh the short-term pain of a disappointing price against the long-term security of adequate funding, he takes the check even though he knows that some stockholders will howl.

     

    Irrational businessmen walk away from the check because of an arrogant presumption that somebody else will come along to offer better terms before they run out of cash. That kind of hubris is often catastrophic.

     

    It's a truism that pain fades quickly, otherwise we'd all be only children. Trying to grow a company without adequate resources is relentless agony and if you fail your stockholders get really mad with far better reason.
    14 Feb 2012, 12:27 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    MrI: I believe the Power ETrade Pro "Market Depth" panel is one. Also, their "Time & Sales" panel.

     

    The other was posted by someone, but I can't find it ATM.

     

    HardToLove
    14 Feb 2012, 12:32 PM Reply Like
  • Mr Investor
    , contributor
    Comments (3221) | Send Message
     
    Thanks, HTL. Do u know offhand if there is a service that lets a retail investor see ALL the orders--not just, say, two levels deep for each MPID? Seems like such a service, if affordably priced (free sounds good to me, like my Level II) would help level the playing field at least a little.
    14 Feb 2012, 12:46 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    Pztrick44: A thought, relating to the "sentiment" portion of your comment, just occurred to me.

     

    Look at potential buyers and sellers.

     

    Both see a falling price and volume falling through the floor.

     

    One group has the very real risk of losing all profit currently in hand or even going negative.

     

    The other risks missing an early part of a run up.

     

    Now, consider which fear is the greatest motivator when one sees falling prices and volume through the floor, as is today's 16.5K at 12:45.

     

    Maybe that explains the 2/3 and 1/3 ratios.

     

    HardToLove
    14 Feb 2012, 12:46 PM Reply Like
  • Mr Investor
    , contributor
    Comments (3221) | Send Message
     
    Reminds me of a real estate closing! Watcha gonna do? Sometimes, you're basically stuck.

     

    Seen the balance of power reversed, too. Hot offering w/ ibankers stumbling over themselves to get in. Then the board frets over pricing the deal too high. Nice problem to have.
    14 Feb 2012, 12:52 PM Reply Like
  • Nicholas Chen
    , contributor
    Comments (2793) | Send Message
     
    Perhaps we can look at the Level 2 for sellers above 44c. I think there are many more waiting to buy cheaply than sell out now.

     

    I'm going to have to say that the upside is more likely, and that the downside fear was created amongst ourselves. Without the new investors selling, most of the sales would be from the APC. Given that volume has dried today, it looks like neither is selling. I would hazard that from now on the price should creep up as some of the bottom feeders lose patience.
    14 Feb 2012, 12:56 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    Since I originally started on ETrade and have never looked elsewhere, I can only talk about that platform with any depth.

     

    Power ETrade Pro is free for 30+ trades a quarter (used to be 50 IIRC) and the Market Depth looks just as Level 2, but takes you all the way down. For lower trading volumes, $9.95/month.

     

    E.g. right now I see all bids/asks that aren't hidden by all market makers from a 5K bid of 0.0001 from VFIN to the current 20K at 0.4315 (marked up from $0.43, $0.4301, $0.4307 so far) by AUTO. Ditto on the ask side.

     

    Further, on the "Time & Sales" panel, I can see each bid and ask as it is entered with it's timestamp. It's harder to spot changes to them and neigh-on impossible when one is withdrawn (just because of the volume though). Right now I can tell you what time each bid or ask first appeared (but not by market-maker as apparently all OTC is on NASDAQ platform and all bids/asks are MMID "V" and all trades are "U".

     

    And now I can recommend the platform, after about 4 years, as it *appears* that they have cured my "lock up" (wasn't really - just used all the CPU power in an infinite - sometimes - tight loop) since I haven't had one in over a month. Prior to that it was every day, often multiple time.

     

    Disclosure: I have along history of breaking software as I seem to explore the "boundary conditions" that designers and coders often overlook. In this case, ETrade originally told me I had too much stuff going on.

     

    I proved to them it wasn't the case.

     

    MHO,
    HardToLove
    14 Feb 2012, 01:12 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    I'll only point out my turtle avatar to explain my catfish hunting regimen...

     

    And when the head and legs (and particularly my tail) are tucked under the shell...

     

    It means I am not exactly eager to speculate on the overall market or geopolitical sitrep.
    14 Feb 2012, 01:22 PM Reply Like
  • LabTech
    , contributor
    Comments (1778) | Send Message
     
    "I love the Axionistas dearly, but you're all inveterate bottom feeders who wouldn't pay an asked price if your lives depended on it."

     

    I can at least blame my inactivity on the glacial pace that it takes money to move out of an old 403b and into a new IRA. I've been told the check was cut last week, now I'm waiting for the US post-office to deliver it. Maybe I'll be able to buy some more shares by July!
    14 Feb 2012, 01:24 PM Reply Like
  • jakurtz
    , contributor
    Comments (1960) | Send Message
     
    Hi HTL, if we go back and look at 2011 Jan - Feb we see the same dynamic at play.

     

    Through most of Jan. average trading was around 200k shares but the last week the price was capped off at .59, much like our .44 now. On Feb 1st. the volume went to 55k and on Feb 2nd it dropped to an almost negligible 29k. On Feb 3rd it went to 180k shares and the price dropped .01 from its .59 cap it had been at for a week. On Feb. 4th, for no apparent reason, volume spiked to 1.1M shares and broke that .59 cap to .61 and over the next two months it climbed to $1.20 on unprecedented volume up until that point.

     

    I don't know, could any TA have predicted that? Could any TA have predicted the rest of the years sleighed ride down the hill to .25 with only a couple ramps to get some air and have a good time with? From what I saw we had no reversion to the mean and TA gave us no indication, rhyme or reason to the madness. The only clue we had to try and understand it with was through the supply/demand dynamic we had based on our deduction of who was selling and when.
    14 Feb 2012, 01:45 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    Ranma: but how is that different from every other stock that goes through consolidation, seeing falling prices and volume?

     

    The argument you offer is, in effect, "this time it's different" and the odds of the 2/3 and 1/3 don't apply here.

     

    You may, of course be right. But if you go to Las Vegas and play Blackjack, do you hit on 18 most times or stay? 15?

     

    For every stock, I believe there are bottom-feeders, folks fearful of missing a big move up and others fearful of a move down. There are expectations of news, PR, ...

     

    If I'm correct, how is Axion different now?

     

    As to downside fear created among ourselves, no. It was created by Quercus, Special Situations, maybe tax-loss selling, lack of sales, Axion being an R & D company, ... *and* somebody reading the "tea leaves" of TA and saying "Here's what it tells us". All that is information that should be factored into deliberations for each investor to make *individual* decisions, not group decisions, fears or enthusiasm.

     

    HardToLove
    14 Feb 2012, 01:47 PM Reply Like
  • Mr Investor
    , contributor
    Comments (3221) | Send Message
     
    So, for example, do u see not only AUTO's $.4301 bid of 10k shares, but AUTO's other bids, if any? Such as x shares at $.42 and y shares at $.4001? My Level II never shows that--only a MPID's best bid or ask.
    14 Feb 2012, 01:53 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    Not on the Level 2 for AXPW. And not on "Time & Sales" for AXPW (only MMIDs "U" and "V").

     

    But, e.g., on symbols UPRO & CPST on Level 2 I can see multiple levels of bids from the same MMID. So it might be how the OTC market-makers choose to "present", which I know from prior conversations with my broker on OTC they have a lot of flexibility in what they "present" to the market.

     

    So it looks like it does give what we are hunting *if* the market(-maker) presents it.

     

    HardToLove
    14 Feb 2012, 02:18 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    Good points. But do recall that TA is not an "oracle". It just offers likely scenarios. And since we have a mathematician that has a site, we now have some odds related to the patterns that are empirically determined. That's a big step forward for TA.

     

    But this conversation leads nowhere. If you or anybody doesn't find value in it, I have no problem backing out. And I don't feel comfortable trying to convince - above my pay grade and I have no ego-impetus to do so.

     

    I made the offer before to not post this stuff.

     

    I make it again.

     

    MHO, with all due respect and no antipathy,
    HardToLove

     

    P.S. Just in case someone may be ambivalent and benefit, I'll pose this question: how did I know to exit 1/3 of my (UPRO) position yesterday?
    14 Feb 2012, 02:26 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    JAK: "On Feb. 4th, for no apparent reason, volume spiked to 1.1M shares ..."

     

    http://bit.ly/yF0X0A

     

    And I will mention that I made a fair amount of money during that run up, down and back up. I was in and out 3 (or was it two? I can't recall) times. Could anybody have predicted that?

     

    HardToLove
    14 Feb 2012, 03:09 PM Reply Like
  • Nicholas Chen
    , contributor
    Comments (2793) | Send Message
     
    HTL, simply because the APC gives us a more accurate snapshot than just about any other stock, since a handful of us can move the daily volume. If we agree with JP's posts, then not only is the company in a stronger position now, it's fair value immediately after dilution is 54c. A handful of APC members have already followed your advice to wait for 42c. These same buyers are also willing above that. Your TA may be correct and probable, but still is a self-fulfilling prophecy when there are so few players.

     

    I appreciate your analysis and am not asking you to stop. However I do think you could be less dramatic ("Horrors!"). In the end this stock will be what we make of it, by its very nature as a low volume stock. I've chosen my entry already, based on what I saw as a stable price range, as a good spot to wait for the next PR. I think there are many other better stocks to trade if one is looking for an extra % here and there.
    14 Feb 2012, 03:10 PM Reply Like
  • eggwis
    , contributor
    Comments (756) | Send Message
     
    LOL! That's hilarious and undoubtedly very accurate. I really did LOL at that one!

     

    Since you're so generous with your wisdom JP, I'll share one of my favorites with you: "There is no better value in the world than the penny saved".
    14 Feb 2012, 03:16 PM Reply Like
  • eggwis
    , contributor
    Comments (756) | Send Message
     
    ...yeah, like a big ol' river carp!
    14 Feb 2012, 03:17 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    Ranma: the "HORRORS!" was just an attempt at a little levity. It's not in my nature to be emotional about these things.

     

    I've never addressed "fair value". I don't care what it is in relation to my TA.

     

    Second, I *never* advised anyone to wait for a price. If you can find a post where I "advised" anyone to do so, I will offer my apologies.

     

    As I have stated, I only offer what I hope may be useful for folks to use in the evaluation for their own decision-making.

     

    I don't feel the need to post a disclaimer along the lines of "This information is offered ..." to a group of folks that are of legal age. I do, aperiodically, try to remember to remind that I'm new, experimental, etc.

     

    The fact that some folks are impatient for a "pop" that is not happening is *their* problem, not mine and will never be mine. And I bear *no* responsibility for the ... mental state that leads one to assign blame where none can be supported, as in "followed your advice".

     

    This is now a tiresome conversation and I withdraw as a waste of time and energy all around.

     

    HardToLove
    14 Feb 2012, 03:26 PM Reply Like
  • jakurtz
    , contributor
    Comments (1960) | Send Message
     
    Hey HTL,
    I don't see anything there that could explain a Feb 4th spike in volume?

     

    I am sorry if you took offense to me pointing out the long-term interests of the stock and TA's (not yours specifically) inability to predict much of anything that was significant.

     

    I think everyone likes and appreciates your numbers so don't let my contrary longer term perspective on the stock dissuade you. It can be comforting to think we may know what is in store for tomorrow, if nothing of a million things happen. Apparently, short term, you and others are able to make a buck or two trading this stock, I think you mentioned before you exited 4 times and took profits every time? I am sure others would like knowing your strategy. I don't do it because I like the longer-term and hate the idea of sweating over some small profits and handing Uncle Sam 40% of it.

     

    I know I like seeing the shorts percentage and the buy:sell stats. One additional thing I would like to see that I don't think you post yet or not is the volume weighted price for the day, maybe this would only be beneficial weekly, but it is a point of interest for me.

     

    I am pretty sure though that I will be sad if this APC becomes a consortium of AXPW day-traders, week-traders or whatever. I don't think that was our goal when we created this. Anyhow, that does not matter and we can not control that, the market tends to have an unbiased way of working those things out.
    14 Feb 2012, 03:28 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    " I made the offer before to not post this stuff." and if you recall many many of us said keep it coming. 'Nuff said.
    14 Feb 2012, 03:38 PM Reply Like
  • Nicholas Chen
    , contributor
    Comments (2793) | Send Message
     
    HTL - you're right, you never advised directly, but people listened all the same. My point is that it's self fulfilling when there are so few players. I apologize for the insinuation.
    14 Feb 2012, 03:41 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Author’s reply » jak: As long as I'm the desk clerk, I will never promote the consortium idea. Nor, if I do step down, I will never abide by any upstart consortium in the APCs.

     

    We'd get into a whole bunch of legal dynamics if we did. That's why I have repeatedly written, in case the "Angels of Order" are watching, that all of us are independent investors, who have chosen to buy in and sell at various price points, or will buy and then sell at various price points, and that each of us have our own investment goals.
    14 Feb 2012, 03:52 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    OK, now I'll pose two real questions that might influence your thinking. Or maybe not.

     

    *If* I had ascertained that the stock was getting ready to pop and I posted planned to jump on board heavy, would the reactions you had have been different?

     

    Worse (IMO), if I had ascertained a 66% percent chance of a move down and 33% chance of a move up and *not* expressed those conclusions and folks jumped on board only to see that they might have achieved a *much* better price if only they had thought of the possibility of a lower available price, would I be remiss in satisfying the spirit of this board: for each of us to contribute what we are able to help all of us do better?

     

    Yes, from my POV, these are rhetorical questions, but I think they are food for thought regardless.

     

    MHO,
    HardToLove
    14 Feb 2012, 03:56 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    BW: I just iterated it in case they had forgotten.

     

    HardToLove
    14 Feb 2012, 03:58 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    "I don't see anything there that could explain a Feb 4th spike in volume?"

     

    Presentations often result in spikes for equities of the presenting companies.

     

    I'm relatively new, but I've seen it many times on quite a few stocks.

     

    I took no offense, but you've basically discounted the value of TA ever since you first interacted with me. I've no problem with the belief or expression of it, but repeating the same *feelings* adds no value to our interaction.

     

    "... of significance" is a relative value judgment. To me, my profits on trading blocks was "of significance" and it *might* have been possible that others may benefit in a similar fashion? I was able to invest the "profits" to hold much more AXPW than I would otherwise have *unless* I was willing to become even more concentrated by abandoning diversification.

     

    "... make a buck or two trading this stock".

     

    It's been more than a buck or two. But the important thing, for *me*, is the compounding effect. Any profits are invested back in allowing me to increase my holdings with less ultimate cost.

     

    "... I like the longer-term and hate the idea of sweating over some small profits and handing Uncle Sam 40% of it".

     

    I support that strategy and hope to achieve a position where I feel comfortable using that strategy some day. But until my goals are met, "sweat equity" is the order of the day for me. I also have the advantage of most of this being done in a tax-deferred account, so that's one thing I don't have to consider yet.

     

    "... volume weighted price for the day"

     

    I'd like to offer it but on an intra-day I have no easy (i.e. non-time-intensive) way to generate that. I have requested and enhancement from ETrade that would make it possible.

     

    For inter-day, anyone can do a spreadsheet that gives that and it's not so difficult to get that from my platform. In fact, I think JP already has that and presents it every so often, along with moving averages.

     

    "I am pretty sure though that I will be sad if this APC becomes a consortium of AXPW day-traders, week-traders or whatever ..."

     

    Me too. But I don't think trading a few blocks around a core to increase eventual holdings leads that direction. I don't think discussing TA indicators would necessarily lead there either. Our aggregate attitudes about the purpose and methodologies we choose to use and espouse here will control tht I think.

     

    What I post regarding potential lower prices available is *intended* to contribute something that *may* help long-term (as well as shorter-term) folks obtain better prices *if* we are lucky enough that it works out. I know you're not against that.

     

    I appreciate you taking the time to discuss why.

     

    HardToLove
    14 Feb 2012, 04:23 PM Reply Like
  • Nicholas Chen
    , contributor
    Comments (2793) | Send Message
     
    My memory may not be correct, but I read a handful of people who posted they were holding off or fishing at day lows based on your findings. That's where my reaction comes from, not so much what you said. It's a case of cause and effect.

     

    For your first question, if you divined a pop and there indeed was a pop, along with several posters saying they agreed with you that it was a good time to buy, then my reaction would be the same, yes. However in neither case am I ascribing the entire movement to one poster, but certainly there is some contribution.

     

    For the second question, that's up to the board to decide. It looks like many of them appreciate your work. Personally I look at group psychology over price patterns, though they are obviously related.

     

    I'll admit I'm a bit miffed that the price isn't moving as fast I as would like, and I assumed the worst unfairly.
    14 Feb 2012, 04:24 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2712) | Send Message
     
    Ranma, from my vantage point "people listened" to HTL (certainly I have and will continue to do so) because he is generously supplying all of us with "one more input" to make the individual price decision that is right for each of us personally.

     

    Frankly -- whether you think TA has any value or not -- the one thing I think we can all agree on is that it is not an opinion as much as a set of rules driven observations. I would much rather listen to someone's take on TA and decide what matters to me, than I would to listen to many speculations and opinions about where the price is going or not going. I know I am not smart enough to be opining whether we have hit bottom yet or whether AXPW will go yet lower. I am, however, sure of three things:

     

    1) As an individual investor of many different stocks I would much rather face an opportunity loss if AXPW runs up and away from me (before my core position is filled) -- than I would have to face underwater blocs.

     

    2) If I were a market maker (MM) I would have an assistant monitor this thread for the latest speculation on where folks are placing their bets -- because all of the opinion for bottoms or tops or how many shares folks are going to buy -- would help me as MM do my best manipulation of price.

     

    3) Some perhaps think that AXPW trades in a vacuum from the rest of the market, but IMHO it is very dependent on the rest of the market machinations and may indeed be sold off in the event of a market meltdown. During meltdowns everything (good, bad, and indifferent) gets thrown under the bus -- and that's when I have done my best value buying.

     

    So I sincerely hope that folks appreciate the objectivity HTL has always deployed with his TA comments and consider the value he brings to each of our individual price evaluations.
    14 Feb 2012, 04:26 PM Reply Like
  • Mr Investor
    , contributor
    Comments (3221) | Send Message
     
    jk, you're not alone. I'm also a long-term investor. While I don't believe in market timing, others do, and as they have money, too, sometimes their opinions matter when you're getting in or out.

     

    Lots of ways to try to make money in a small, off-the-radar company like Axion. Tiny pieces many times is one way. The approach I believe in and am most comfortable with is to buy in at a reasonable price, then hold for the big chunks. In the long run, nice to have the variety, IMO. At a minimum, it provides more liquidity.
    14 Feb 2012, 05:11 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    Pztrick44: I'm afraid you'll have to pass that special tin-foil hat I gave you to Mercy! Her # 2 is a thought that has crossed my mind many times but I never had enough belief to have the courage to post it!

     

    So to the lady with the courage goes the hat!

     

    Thank you Mercy! To the rest, don't post until after the fact! :-))

     

    HardToLove
    14 Feb 2012, 05:17 PM Reply Like
  • jakurtz
    , contributor
    Comments (1960) | Send Message
     
    #2 is why I offer a counter perspective on the value of TA. It will confuse the hell out of 'em.
    14 Feb 2012, 06:41 PM Reply Like
  • jakurtz
    , contributor
    Comments (1960) | Send Message
     
    HtL: "...you've basically discounted the value of TA ever since you first interacted with me. I've no problem with the belief or expression of it, but repeating the same *feelings* adds no value to our interaction."

     

    I don't think I can be accused of offering my feelings on TA very often. You will recall that I have PM'd you regarding TA on higher priced equities so I could find a good entry point and I value your knowledge on the matter.

     

    AXPW in mind is totally different and I have not found a place where strict TA has come into play with it. There was a significant supply/demand imbalance, which I feel played a much larger roll in where and how this equity has moved, I am just offering (I think sparingly) that perspective, and while it might at times run contrary to where your TA leads you it is not meant to counter you as much as the TA used to get you there.

     

    My belief is that everything we saw last year and everything we saw this year had to do with that supply/demand dynamic and the current "reversion to the mean" has happened solely because of the offering. However, I can't use that knowledge to predict much of squat, so your data and numbers come in very handy when taken in context with the entire picture, which you do very well.

     

    I love the numbers and the data I get from you as I know everyone else does as well, so thank you for that. It gives a very strong foundation on the day-to-day dynamics of the stock.

     

    P.S. I don't believe you for a second that that countering view I give has done anything negative to our interaction...you are as hard to love as ever.
    14 Feb 2012, 07:02 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    LoL! Good one!

     

    HardToLove
    14 Feb 2012, 07:06 PM Reply Like
  • Mr Investor
    , contributor
    Comments (3221) | Send Message
     
    I'm not a lawyer, but here's a potentially blockbuster idea: interested people here might be able to become an "investment club" and thereby start to act in unison.

     

    In case someone wants to research it, here's a start:

     

    http://1.usa.gov/zxuXYv
    14 Feb 2012, 07:10 PM Reply Like
  • Mathieu Malecot
    , contributor
    Comments (1290) | Send Message
     
    HTL, your posts are logical and informative. keep up the good work. if others choose not to make use of your techniques you should in no way be less inclined to keep them/us informed.
    14 Feb 2012, 07:54 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    ehh, maybe the lack of trading is just Valentine's day. Women are so quietly demanding - and us men all knuckle under immediately. Valentine's day lunches and dinners are one of the biggest restaurant days of the year.
    14 Feb 2012, 10:36 AM Reply Like
  • wtblanchard
    , contributor
    Comments (2410) | Send Message
     
    We've had mention of the forklift application, and more recently Hydrogenics (HYGS) ... a hydrogen fuel cell play.

     

    Here's their offering on forklifts and their contrast to lead acid:
    http://bit.ly/x3fLJk

     

    Check the other topics in the left column ... all the same "fertile ground" owners of AXPW and ZBB talk about.
    14 Feb 2012, 10:41 AM Reply Like
  • siliconhillbilly
    , contributor
    Comments (2753) | Send Message
     
    Unless there is a breakthrough in the cost of hydrogen fuel cells, I predict that the PbC will fill the niche for fork lift energy storage.
    The longer cycle life of the PbC and it's ability to charge rapidly during lunch and short breaks will push out the fuel cells. Handling high pressure hydrogen is a big logistics problem and generating it locally requires an inefficient and expensive electrolyzer system. MUCH more expensive then a battery charger.

     

    IMO, of course!
    14 Feb 2012, 12:52 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    So glad I dumped my XIDE at 3.20 on the open following their miserable earnings report. So easy to get sucked in so deep you can't bear the losses to get out. I made an undisciplined momentum trade and got the cookie jar lid slammed down hard on my fingers. What a bunch of losers. Meanwhile, ENS and JCI just stay right on track.
    14 Feb 2012, 12:53 PM Reply Like
  • LT
    , contributor
    Comments (5783) | Send Message
     
    Notice what they sold their battery business to BASF for and they had nothing...compare to AXPW.

     

    Energy Conversion, One More Solar Bankruptcy
    http://bit.ly/xPHCba
    14 Feb 2012, 01:11 PM Reply Like
  • siliconhillbilly
    , contributor
    Comments (2753) | Send Message
     
    LT, I've been watching Energy Conversion for over 20 years and have always been surprised that they continue to exist. I wonder what the total amount of money sunk into ECD over the years adds up to?
    14 Feb 2012, 01:23 PM Reply Like
  • D-inv
    , contributor
    Comments (4843) | Send Message
     
    Recent MXWL actions on compensation provide a comparator for Axion compensation of senior executives, particularly for its new Senior Vice President for Marketing and Business Development.
    Dantam signed on for $225k yearly + $20k signing bonus+15,020 shares with a further 15,020 shares yearly vesting monthly at a proportional rate (15,020/12) or 3,970 per.

     

    http://tinyurl.com/7ez... reports MXWLs SVP-Marketing is compensated this year at $277k (up from $252k in 2011 + $116k bonus) plus restricted stock award of 12,188 restricted stock shares with 50% vesting on continued employment with MXWL and 50% performance contingent. MSWL SVP (Van Andrews) is also eligible for up to $138,600 in performance bonus this year.
    14 Feb 2012, 01:26 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    Thats an excellent bit of research D-inv. Good work.

     

    HardToLove
    14 Feb 2012, 03:29 PM Reply Like
  • Occam's_Razor
    , contributor
    Comments (2303) | Send Message
     
    Just picked up 10k at .44c..... does anyone have any thoughts as to why the spread is do tight today? Very tight pricing candlesticks around .44c

     

    Interesting observation: the only shadow candle stick of the day occured immediately AFTER I put my limit order @ .44c In other words, shares must have traded hands intra market maker, and before my shares filled.

     

    One final observation: The ask size should have been sufficient to fill my entire 10k order immediately, then why almost 60 seconds (and the shadow candlestick just prior) in order to fill a limit order with plenty of shares offered? HardToLove: would love to hear your thoughts on this

     

    Thanks,

     

    Jason
    14 Feb 2012, 03:38 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    Occam's_Razor: I think the spread is tight because sellers (or market-makers likely too) are loathe to keep dropping price to make a sale at the same time buyers are bottom-fishing. As to why buyers are reluctant to pay more, I suspect they look at the same charts I do and draw some of the same conclusions (yes, TA *does* have a component of "self-fulfilling prophecy to it). Iit could also be market-makers, who are *never* loathe to naked-short at a higher price, are always looking to cover their short sales at a lower price. Since they control the market, unless overwhelmed by a sudden surge in volume with a change in sentiment, they will inch price down with various strategies - stub quotes, painting the tape, pecking the bid, ... to get prices that don't lose them money

     

    As to your particular order, the OTC market is much less automated and the traders there may make mistakes, may play their own portfolio needs first, may have to satisfy a larger customer first, ...

     

    If your broker is like ETrade, and your order hadn't filled, you may have been able to get satisfaction if they can be convinced that their market-maker erred. I got a refund once when I was able to demonstrate that my order should have filled and they were able to confirm, via "Time and Sales".

     

    Since your order did fill, all you really observed was a symptom of the manual part of OTC operations.

     

    The immediate appearance of trades getting ahead of you is not unusual. It could be coincidence that someone else entered a slightly better trade very near to the same time you did. But it's more likely, IMO, a market-maker action, for either innocent or nefarious reason.

     

    But the most likely reason I think is the manual nature of the operations in the OTC market.

     

    I hope this helps,
    HardToLove
    14 Feb 2012, 04:44 PM Reply Like
  • Occam's_Razor
    , contributor
    Comments (2303) | Send Message
     
    Thanks for your response, HTL. For whatever reason, shares moved *prior* at 15:19, immediately prior to my fill, thus creating the shadow. Using Occam's razor (no pun intended), I'd bet it was MM driven (nefarious or otherwise).

     

    BL: Very interesting day for AXPW. VERY TIGHT SPREAD ALL DAY LONG... something is in the air...
    14 Feb 2012, 05:44 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Author’s reply » OR: I'm not sure I've ever seen Axion with such a tight single day spread.

     

    I was amused today to see my Zecco Trading platform track in thousandths of a cent. Pretty tough "eye of the needle" for the MMers to thread.

     

    Frankly, I'm glad to see volumes so low. When news hits, if it's significant, and the church pews are packed with non-sellers, I can only figure we'll see the stock pop like it did in January.

     

    Be willing to bet that 90% of APCers shares held, are not up for sale until we get pretty close to a buck per.

     

    It'll be interesting to see, as best as we can, what happens with the direct offering shares. Will they self half at 70 cents, and lock in house money going forward. Or, are they going to hold on like JP has stated and hold for a 200 or 400% gain.

     

    As I wrote before, I'm sitting in the easy chair, waiting for a New Castle yell out. I'm in no hurry to hear such. But dollars to dognuts, something will be announced before the March CC.

     

    14 Feb 2012, 06:36 PM Reply Like
  • Occam's_Razor
    , contributor
    Comments (2303) | Send Message
     
    <<<But dollars to dognuts, something will be announced before the March CC.>>>>

     

    My sentiments exactly, Maya.

     

    - O.R.
    14 Feb 2012, 06:45 PM Reply Like
  • LT
    , contributor
    Comments (5783) | Send Message
     
    I agree, just too many watching us now bottom fishing. I really thought we would retest lows....with the support at .42, .38, .28 but it is just too solid in here to probably do the low retest...I suspect any move down will be short lived and more of a spike.
    The longer we are here at .44 the better the odds of spiking higher become leaving bottom fishers behind.
    I too am just sitting back, unless we retest the lows. Then I will gladly double my position again.
    14 Feb 2012, 06:45 PM Reply Like
  • eggwis
    , contributor
    Comments (756) | Send Message
     
    I'm hoping the participants in the recent offering are of the "hold for a 200 and 400% gain" type. If we ain't sellin' ....and they ain't sellin', then it won't take much to send the sp through the roof!
    15 Feb 2012, 06:09 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    Ranma> "I'll admit I'm a bit miffed that the price isn't moving as fast I as would like, and I assumed the worst unfairly."

     

    This stock only has two catalysts at the moment (1) the earnings report sometime in March and (2) a announcement of either a positive or negative event. Why you think it would move up fast is beyond me.

     

    Roughly 28-29 million newly minted shares just came into the market bought at .35. After capital raises like that stocks frequently fall to or below the capital raise price per share. The stock has held up nicely in spite of the new .35 cent shares.

     

    Nobody in their right mind does anything more with HTL's analyses that put them in the hopper along with any other considerations influencing their buy sell decisions. The stock has been stuck in a .42-.46 trading range for a while, and like tripleblack I'm lurking with a GTC buy at .42 and I have a GTC trigger buy if the stock spikes to .50 with a limit price of .60 in an effort to catch any quick spike before it runs away from me.

     

    What were you expecting to lift the price? Irrational exuberance? APC members buying so much it lifted the price? Personally I'm happy the price is holding in the mid .40's because that lets new investors come in for a reasonable price and current shareholders add to their positions for a reasonable price.
    14 Feb 2012, 04:56 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    Wanted to edit but to late. Another point I wanted to make is that the new shares wiped out the supply demand inflection point that drove the price rip in January.
    14 Feb 2012, 05:27 PM Reply Like
  • Nicholas Chen
    , contributor
    Comments (2793) | Send Message
     
    "What were you expecting to lift the price? Irrational exuberance? APC members buying so much it lifted the price?"

     

    I was expecting that since APC members were willing to pay up to 60c prior to the offering, they would be willing to pay at least that amount now that the company is in a stronger financial condition - once there is assurance the new shareholders are not doing a quick flip. Now that volume is dried, we'll see if that is true.

     

    I was miffed today by another trade, and saw AXPW sitting idly in my account. Apologies to all for letting it spill over to the APC.

     

    For disclosure, I bought a set of AXPW that I'm comfortable holding long term, and a set for a trade because the total exceeds my allocation for one stock.
    14 Feb 2012, 07:01 PM Reply Like
  • Nicholas Chen
    , contributor
    Comments (2793) | Send Message
     
    I think I'll take a break before I offend anyone else.

     

    Thank you all for contributing to the APC, which helped me in my purchase.
    14 Feb 2012, 07:13 PM Reply Like
  • jakurtz
    , contributor
    Comments (1960) | Send Message
     
    Don't sweat it Ranma. I have done it a million times and I still keep my ugly mug around, you have had great contributions. I think your overall timing on the stock, waiting just after the financing was a pretty strong play. It may take time for this to move, but it will move someday into a more appropriate valuation of the company, preferably before I am 80 and bed-ridden.

     

    People tend to think from the current tone of this APC we have all been dead-fast lovers with no qualm about the direction of this stock. Go back and read what I and others have written in the summer and fall of last year and an entirely different dynamic was going on then, it was not all pretty in this camp all the time.
    14 Feb 2012, 08:06 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    No offense dude! Chill out. Dissent is a valuable tool in a forum. We all have days like you had today. You drop the last bottle of beer on the floor, bust it, then the next thing you know the dog irks you and you are grabbing the newspaper and beating his butt.

     

    This forum has a pretty thick skin except for disruptive trolls - a category that doesn't apply to you. I ranted the other day about something that upset me (frankly still does) but it's over and I am not going back there.
    14 Feb 2012, 08:18 PM Reply Like
  • LabTech
    , contributor
    Comments (1778) | Send Message
     
    Rama,
    I think you have to take into account the fact that Axion just sold +26 million shares at $0.35/share to a group of investors who weren't Axionistas. So while we were willing to spend $0.60/share before the offering we're all a little miffed that we weren't offered that deal and so I think many of us are placing bids to try and pry some of those $0.35 shares from any of the new investors who want to have a core position, but are willing to sell some to have a little liquidity. At least that's the dynamic that I see in play right now without any other catalyst to push the price up. IMHO.
    14 Feb 2012, 11:49 PM Reply Like
  • John Petersen
    , contributor
    Comments (30629) | Send Message
     
    I don't think the new shares can wipe out the inflection unless you're willing to assume that all the shares will be available to the market for pennies over the offering price. The new shares will moderate the inflection a bit and probably smooth the turn, but given the growth in trading volume there aren't enough new shares to stop anything.
    15 Feb 2012, 04:42 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    My take is that the group at .35 may plan to keep their shares for a triple or quad increase, but that they may also (as we saw with Quercus and others) experience "bad things" that drive them to alter those plans.

     

    A meltdown in Europe over the Greek Tragedy would be one such trigger, and there are potentially many others.

     

    Constant vigilance is required, and the agility of information gathered and plans made that sources like the APC make possible.

     

    I LOVE to read the thoughts of those who are much wiser and smarter than I, and places like this Concentrator are an astounding source.

     

    It is forever a mistake to view the commentary here as guidance to be measured against a desired outcome. In the end, it is as subtle - and important - as the difference between "news" and "opinion". Fact-based news (or analysis, such as that performed by HTL and others) is a potential component in any decision-making process - whereas individual opinions (whether reinforced by a larger group or not) are the organic soil which must be planted with due diligence and personal effort to yield anything.
    15 Feb 2012, 01:06 PM Reply Like
  • eggwis
    , contributor
    Comments (756) | Send Message
     
    Ranma,

     

    I can tell you that, for my part, I am loath to be running out and buying more shares at this point because I did buy a good chunk @ $.60 and frankly, to have new investors offered those same shares at $.35 the next day irked me a bit. How would you feel if your $6k became $3500 overnight? POOF!

     

    Don't get me wrong, I'm not angry, or resentful, or harboring any sort of negative feelings what-so-ever. That's just the nature of the game. When you sit down at the table, you know the rules and you play the cards you're dealt.

     

    At the same, however, my average sp jumped $.05 (13%) after that trade. My intent on the trade was to average in as the price climbed. So, I'm already in at $.60. I really don't have any compelling need to add more @ $.42 - $.45 unless it is at "bottom-feeder" levels. Yes, adding here would reduce my average, but I just took a $2500 hit and I'm confident the share price will be rising sharply in a very short period of time, so I'm not feeling the need to throw more money at it only to watch the sp sit here in limbo or potentially drop even further. I'm just content where I'm at for the time being.
    15 Feb 2012, 06:39 PM Reply Like
  • Futurist
    , contributor
    Comments (2109) | Send Message
     
    Interesting take.

     

    You bought at $.60 with the intent to average up as it climbed ( while I feel good about my investment).

     

    But you don't want to average down, even though you know the price will climb shortly ( while I feel bad about my investment)

     

    Here are the facts. If you truly believe in the Axion product and story then not buying at these levels is simply insecurity.

     

    If you have doubts about the company and its ability to move forward then you would not buy later even if the price went above $.60.

     

    Hey, I'm not for catching falling knives. But I am for buying my stock at discount prices unless there is unexpected news detrimental to my stock. In this case. No detrimental news.
    15 Feb 2012, 08:15 PM Reply Like
  • DRich
    , contributor
    Comments (4819) | Send Message
     
    >Futurist ... The difference in 'Momentum' & 'Value' investors.
    15 Feb 2012, 08:21 PM Reply Like
  • Futurist
    , contributor
    Comments (2109) | Send Message
     
    DRich,
    Yeah I get the difference. I even respect the difference. Hell, I have invested both ways knowing the risk of each endeavor. But to try and explain to me how an investor ( as opposed to a trader) should not buy at a discount is absurd. I understand a trader saying that.
    15 Feb 2012, 08:34 PM Reply Like
  • DRich
    , contributor
    Comments (4819) | Send Message
     
    >Futurist ... I'll be the first to admit I don't understand the mentality of the penny stock trader. Ya'll fight & fret over a nickel when normally I don't much care about a dollar. The trend & fundamentals are what count and AXPW doesn't have either. If I was a less than dedicated follower of the invention and I'd looked at the 2009 placement as the floor, anything less would be a "Red Flag" of failure ... not a discount. I'd be looking at the last capital raise as the "Exit".
    16 Feb 2012, 12:02 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    Risk management? Sleeping at night? A real component of either strategy has to consider the ability of the investor to reduce and/or handle the stress of adverse occurrences.

     

    While maybe intellectually absurd, I can't fault anyone for holding the status quo to ameliorate the potential stress.

     

    Very few of us are "pure" intellect in our activities and I think we need to respect that and avoid pejoratives just because its not "how we would do it".

     

    MHO,
    HardToLove
    16 Feb 2012, 04:08 AM Reply Like
  • alpha5one
    , contributor
    Comments (168) | Send Message
     
    Norfolk Southern becomes first fleet user in the U.S. to deploy clean renewable diesel

     

    A quote from the article below: Gerhard Thelen, Norfolk Southern vice president operations planning and support, "....This effort exemplifies Norfolk Southern's commitment to reducing carbon and other emissions, while further integrating sustainability throughout the operations of the company."

     

    Hopefully AXPW can get a similar announcement!

     

    http://prn.to/wP6if9
    14 Feb 2012, 06:44 PM Reply Like
  • siliconhillbilly
    , contributor
    Comments (2753) | Send Message
     
    alpha: I consider this as "feel green" PR. I am certain they don't save any money using biodiesel. The benefits are : " significantly reduces particulates and NOx when combusted in existing diesel engines. " No numbers mentioned.
    Now that's fine. It pleases the EPA and helps the pollution numbers. But it doesn't help the stockholders.

     

    Using electric yard slugs with PbC batteries would be cleaner and SAVE MONEY in any urban area where they have EPA/pollution problems. Give me PR that boosts the profits any time over "feel good news".
    15 Feb 2012, 04:41 PM Reply Like
  • Mathieu Malecot
    , contributor
    Comments (1290) | Send Message
     
    be patient and the price will come to you bottom fish. there is still plenty of selling at 44 cents and if you wait long enough, especially through another light volume day, they'll drop thier ask.
    14 Feb 2012, 07:49 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    Nothing like leaving a GTC order where it is to take care of patience for you.
    14 Feb 2012, 08:28 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Author’s reply » bang: Colorful definition of the benign psychology of cost averaging.
    14 Feb 2012, 09:07 PM Reply Like
  • jlyleluce
    , contributor
    Comments (247) | Send Message
     
    Quercus filed new Form 4 on February 14. Sold 37,999 shares on February 9, and retain 2,492,352 shares. Link:
    http://bit.ly/xrFNJo

     

    Not sure of the impact of this, if any, but AXPW removed from naked short list by BUYIN.NET. link.
    http://bit.ly/zxYF7a
    15 Feb 2012, 03:12 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19531) | Send Message
     
    JLL: I think that removal from the naked short list just says that shares backing prior sell orders, that the market-makers initially naked shorted into the market, arrived at the market-makers and they made delivery. It also implies that shares coming to them at least matched the subsequent sells the market-makers did.

     

    Maybe it coordinates with some of the daily short sales changes?

     

    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
    0213 Vol 0239000, Sht 0105800 44.27% LHC 0.4201 0.4550 0.4392 b:s 1.89:1
    0214 Vol 0102654, Sht 0056004 54.56% LHC 0.4350 0.4400 0.4400 b:s UNKNOW

     

    HardToLove
    15 Feb 2012, 09:17 AM Reply Like
  • bangwhiz
    , contributor
    Comments (2240) | Send Message
     
    That's the first Form 4 from Quercus in a while. Maybe they are back in selling mode.
    15 Feb 2012, 04:25 AM Reply Like
  • Occam's_Razor
    , contributor
    Comments (2303) | Send Message
     
    Quercus needs volume to sell.... they've been selling 10 percent of the daily volume like clockwork.
    15 Feb 2012, 04:35 AM Reply Like
  • LT
    , contributor
    Comments (5783) | Send Message
     
    IBM working on lithium-air battery...prototype due 2013
    http://bit.ly/yF6LIp
    15 Feb 2012, 06:20 AM Reply Like
  • LT
    , contributor
    Comments (5783) | Send Message
     
    New article with old news re: aone
    http://b.globe.com/wAYJR2
    15 Feb 2012, 06:24 AM Reply Like
  • Futurist
    , contributor
    Comments (2109) | Send Message
     
    Maya,
    175 comments to this concentrator, already. I am finding no lag time with the SA comment section. Did they improve the site to a point where you can allow more comments w/o starting a new APC?

     

    I notices one of Johns articles had almost 1000 comments. Now that one takes a few moments to load up and find the new comments.
    15 Feb 2012, 06:37 AM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Author’s reply » Onward we go to the next Concentrator:

     

    http://seekingalpha.co...
    15 Feb 2012, 07:02 AM Reply Like
  • LT
    , contributor
    Comments (5783) | Send Message
     
    http://www.peswiki.com

     

    I just found this website...it has interesting things and a big list of all sorts of battery tech. PbC was not listed..we should get this changed.
    15 Feb 2012, 07:28 AM Reply Like
  • magounsq
    , contributor
    Comments (958) | Send Message
     
    While we're on "sabbatical"...re AXPW pps and next step...
    For those questioning and frustrated with DOE funding...

     

    "Favoring key constituencies with taxpayer money appeals to politicians, who can claim to be helping the overall economy, but it usually does far more harm than good...
    ...Larry Summers echoed most economists' view when he warned the administration against federal loan guarantees to Solyndra, writing in a 2009 email that "the government is a crappy venture capitalist...
    ...We need alternatives that can scale to significance long-term without subsidies, and we need a lot more North American oil and gas in the meantime...
    ...Yet a large number of prominent venture-capital funds are devoted to alternative-energy providers. They should be competing with each other and with the technologies they seek to replace—not for government handouts."

     

    Washington's Knack for Picking Losers
    http://on.wsj.com/wWstdT
    16 Feb 2012, 11:08 AM Reply Like
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