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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 Concentator 72: Beginning Feb 29, 2012 187 comments
    Feb 29, 2012 10:42 AM

    During the past seven months the Axion Power Concentrators have organically grown into a vast trove of information all things Axion Power related, all things battery related, all things Energy Storage Sector related.

    Between now and 15 years from now, the global expenditure on energy in every way energy is created, delivered, conserved and used will be in the trillions of dollars.

    Derived from well over 12,000 Axion Power Concentrator comments comes to us a compendium archive created by APC commenter bangwhiz. In short here is what it is, and does:

    The Axion Power Concentrator Web Sitesites.google.com/site/axionpowersharehol.../ is a complete easy-to-use online archive of all the information contained in the entire Axion Power Concentrator series from day one; including reports, articles, comments and posted links.

    It also contains a "New to Axion" section for people who are new to Axion and want a good starting point for their own due diligence. The site is updated daily as new links are posted to current comment threads. Links are posted by topic and can also be found using the "Search This Site" tab.

    The Comment Search Feature on the homepage is great for finding a comment you want to read again that would normally be lost in all the thousands of past comments. Simply search using a good key word or phrase, or any Google search term modifier, such as AND etc.

    New Feature: You can now search all past comments or just the past 3 months.

    Complimenting the Axion Power Concentrator Web Site is theAxion Power Wikispaces Web Site, "A repository of information about Axion Power International, Inc. and PbC® battery technology." APC commenter WDD has created an excellent ongoing notebook aggregation of Axion Power facts:

    http://axionpower.wikispaces.com/

    Want to ask, or have someone ask, Axion Power leadership a question during the forthcoming late March 2012 conference call? The following link led by bangwhiz is where you can write your question, maybe have it discussed and expanded upon before the conference call.

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

    ####

    This is as troll free zone. All disruptive comments that violate Seeking Alpha's Terms of Use Agreement will be removed and permanently recorded in a separate Instablog.
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 (187)
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  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » Last comment in the previous Concentrator from LT:

     

    I am not sure how that works, but I am sure that he is talking about different markets such as grid, auto, rail, etc. that he could customize the battery on some scale (not sure how much) to maximize it's potential for one particular mkt. Not necessarily from one factory to another.

     

    ####

     

    Please thumbs up this Concentrator. Thanks!
    29 Feb 2012, 10:44 AM Reply Like
  • DRich
    , contributor
    Comments (4610) | Send Message
     
    >LT ... Yes, it could be from one factory to the next the mix of batteries could vary over a range between power (for peaking loads) or energy (duration discharge). Each load center can & does have a different power usage profile. This not to say that a standardized product can't or won't be made. It won't be optimized for its intended use, thus not good advertising unless it's just EM power for tornado/hurricane relief and such.
    29 Feb 2012, 11:05 AM Reply Like
  • wtblanchard
    , contributor
    Comments (2431) | Send Message
     
    Does that also imply the inverters might need to be customized?

     

    All we know for the moment is that they're used one Princeton Power Systems inverter, but I'm not clear on how many other vendors they might work with.

     

    And is RoseWater equipped to do this whole realm of customization, or does the company need another partner?
    4 Mar 2012, 12:02 PM Reply Like
  • DRich
    , contributor
    Comments (4610) | Send Message
     
    >wtblanchard ... Yes, in my experience, the entire controls system is designed & custom built to service the specific customer's anticipated power profile. This is not a commodity. Any big changes cause a cascade effect that can be local to the installation or impact the whole system back to the generator station.

     

    Rosewater teaming up with Princeton should be quite enough to do business with anything short of utility scale. There are a huge number of other vendor like Power-One, ABB, Eaton, Emerson, GE, Siemens ..... and smaller ones no one has ever heard of. It's a big business segment.
    4 Mar 2012, 12:55 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » States face deadline on Honda lawsuit:

     

    http://on.msnbc.com/zG...
    29 Feb 2012, 10:53 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    (AXPW): Through 11:15 there have been --> zero <-- 100-share trades.

     

    The MM servicing of larger clients may be over for today, but it's still early.

     

    I've not finished yesterday's analysis yet, but a combination of what I see there and no 100-share trades so far --> may <-- suggest that "we have seen the bottom and they are us" (bottom-feeders :-).

     

    But again, not finished looking at yesterday yet.

     

    HardToLove
    29 Feb 2012, 11:18 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    (AXPW): Just got our first 100-share trade at $0.405, 11:19:51.

     

    Hold the phone!

     

    HardToLove
    29 Feb 2012, 11:20 AM Reply Like
  • Mr Investor
    , contributor
    Comments (2739) | Send Message
     
    That would be great HTL, but I've seen two 100 share trades (9:35 and 11:19) already, and more sales at the bid than the ask. Net-net, more of the same tug-of-war around 40 cents.

     

    What's everyone's WAGs for March? Buying interest mounting for the conf call? Continued selling pressure?
    29 Feb 2012, 11:26 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    MrI: The 9:35 trade was 125. Although it *could* be a market-maker "lure", I think this tends more frequently to being a partial fill of some small order.

     

    No proof, no history (other than seeing my own small orders in equities occasionally get treated this way), and no basis to categorically reject it from the "lure" class of trades.

     

    HardToLove
    29 Feb 2012, 11:36 AM Reply Like
  • LT
    , contributor
    Comments (5014) | Send Message
     
    Who knows? Probably more selling pressure short of a sales announcement (which I think comes before too long) but we could see .35 first. If mkt tanks, maybe even .28 or .25 again, but I don't think it stays there very long IF at all. There's just no catalyst to make new comers buy yet and as price drifts lower, they just keep lowering their bids a penny a day.
    1.Quercus still selling their 10%
    2. Prob a few flippers of the new issue
    3. Maybe even a few disgruntled axionista's
    Of course, any announcement turns it around on a dime.
    29 Feb 2012, 11:38 AM Reply Like
  • Mr Investor
    , contributor
    Comments (2739) | Send Message
     
    HTL, thanks for the correction. My screen rounded it down to 100. I should put in a 1 share order to see if it rounds up, too. ;^)
    29 Feb 2012, 11:44 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » Mr Investor: My SWAG is that there will be one or more announcements occurring before the late March CC, which will bump up the stock. If a $26,000 36 battery Navy order can more than double market cap, I can only imagine what another PbC application will do.

     

    I keep preaching that patience is required right now more than ever, but I wouldn't mind seeing the primrose pop, and being past St. Patrick's Day right now. But hey...that's only a little more than two weeks away.

     

    Staying in the easy chair....
    29 Feb 2012, 11:45 AM Reply Like
  • John Petersen
    , contributor
    Comments (30187) | Send Message
     
    Quercus has not reported any sales since the 9th. While they're not always johnny on the spot two days after a sale, I've never seen them report more than a couple days late. In the absence of Form 4 filings, the only reasonable conclusion I can draw is that Quercus is on the sidelines.
    29 Feb 2012, 11:48 AM Reply Like
  • LT
    , contributor
    Comments (5014) | Send Message
     
    Patience...I couldn't agree more....and IF it drops to or near the lows I have accumulated enough dry powder over the past month (as was talked on QC) that i will double down, then combined with what I bought on the last drop....I will not be nearly as high on average PPS.
    29 Feb 2012, 12:16 PM Reply Like
  • anthlj
    , contributor
    Comments (228) | Send Message
     
    I have only been paying attention for little over a year, but the cc events have been far less than stellar. They have also, if memory serves, not been staging posts for news events of any import ("continuing our testing with (insert top tier OEM of choice)" is the standard refrain). I get no sense that this will change in 2012, but hope to be entirely wrong.

     

    Moreover, has anyone received any assurance that the last cc debacle will not occur again this time? No doubt there are many key questions the APC collective would like to pose, but can we gain some assurance ahead of time that our questions will even be heard? Perhaps someone who has communicated successfully with Axion in the past (I have not) could make this determination.

     

    Thanks for any insight
    29 Feb 2012, 12:54 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    Folks & JP: Since the low of $0.38 on 2/1, the share issuance date, we have not dropped below $0.39 and have traded 8.84M shares.

     

    If we do the divide by two thingy, which seems reasonable if there's a lot of new issuance in this volume, we get a noticeable percentage of the new shares already into the market (I don't recall the number issued ATM, so no percentage guess here).

     

    Anyway, I think this suggest two conclusions --> may <-- be drawn: 1) there might have been more "flipping" than we anticipated and 2) they may be either done or refusing to sell at below $0.39.

     

    If anyone has the new share count at hand and gets a percentage that seems on the large side, we --> may <-- have a tentative confirmation of this thesis.

     

    Adding today's *lack* of 100-share trades may also lend some weight to this thought.

     

    Yesterday was, relative to recent volume, a "volume spike". This often denotes the end of a trend.

     

    I'll have a better feel when I finish work on yesterday's metrics, but I'm *leaning* towards the start of a (small?) move up *or* going flat while we wait for news, as I *suspect* the "flippers" are either done or dormant ATM.

     

    MHO,
    HardToLove

     

    P.S. As I typed this, some volume showed up, so scratch the initial thought about "done or dormant flippers" for now.
    29 Feb 2012, 12:00 PM Reply Like
  • John Petersen
    , contributor
    Comments (30187) | Send Message
     
    The new issuance was ±27.6 million shares, so 4.4 million would be ±16%. The 10-day average volume fell off a cliff from 710K on the 9th to 229K on Monday before starting back up yesterday. If it continues to climb back up I suspect the flippers will become less and less of an issue because I don't know many investors who are willing to buy OTCBB stocks and flip them for pennies.
    29 Feb 2012, 12:35 PM Reply Like
  • LabTech
    , contributor
    Comments (1777) | Send Message
     
    Can't speak for all the shares sold today, but I know that 30,680 of them went into my sock drawer. So now I'm done and my long position is filled to where I want it. Only took 2 months to move the money. Did the money makers really think those 100 share buys were going to get me to come off my bid price after I spent 2 months moving the money?
    Anyway, back to lurking. I'm in the process of relocating our lab and so I won't be around much for the next month or so. Please tell BMW, NS, the Navy, and anyone else that they can announce major purchases of batteries from Axion any time they want to now! ;-)
    29 Feb 2012, 12:48 PM Reply Like
  • LT
    , contributor
    Comments (5014) | Send Message
     
    Congrats ! You deserved it. Glad you got in cheaper than me :) LOL
    29 Feb 2012, 12:49 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    Congrats LabTech! GL with the lab relocation.

     

    When you get done, come back here and we'll keep the adrenalin level elevated for you! ;-))

     

    HardToLove
    29 Feb 2012, 01:07 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    Thanks John! Even accepting there were some flippers involved with the share issuance, we don't know the distribution among the buyers and would have a hard time drawing firm conclusions even knowing the percentage.

     

    I am beginning to wonder if the issuance buyers have succumbed to the general ADD short-term market ethos we seem to have now.

     

    If they have and most new buyers are awaiting some catalyst, I'm not confident that our low subsequent to the day of the issuance, $0.39, will hold up.

     

    But the bright spot is that *somebody* *is* buying at $0.39 and better. There's at least a decent chance, based on that, that it *will* hold as the low point.

     

    Heh! Would help my ego too, since that was my "best guess" for a low.

     

    Thanks for digging up the numbers.

     

    HardToLove
    29 Feb 2012, 01:29 PM Reply Like
  • Mathieu Malecot
    , contributor
    Comments (1136) | Send Message
     
    i guess i'll call a low of 32 and some fraction cents before we see 50 cents. i think many of us would be eager to buy shares at 35 but if we get to that number fast enough we'll get through it.

     

    gut feeling, AKA wake me up if we get to 35 or 50 cents.
    29 Feb 2012, 01:41 PM Reply Like
  • AlbertinBermuda
    , contributor
    Comments (733) | Send Message
     
    Against my better judgement as I am already 107% over allocation, my wallet is open at $0.30.
    29 Feb 2012, 01:58 PM Reply Like
  • jlyleluce
    , contributor
    Comments (260) | Send Message
     
    LabTech,
    Thanks for supporting the price of the shares in my sock drawer.
    jlyleluce
    29 Feb 2012, 02:38 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    I would like to remind folks thinking of less than $0.35 that the lows we saw at $0.25, $0.30, ... came during EOY selling by large distressed sellers and, IMO, tax-loss selling.

     

    We *know* Quercus and Special Sits were in heavy and, I think, tax-loss sellers.

     

    Now, SS is out and Quercus has been inactive since the 9th of February.

     

    I think *most* of the selling *must* be by "flippers" from the share issuance, ISTM, and from what John replied, the "flippers" (if any remain - seems there are some still), apparently have a bottom so far at $0.39.

     

    Maybe they go lower, but at some point the return to the flippers is so small they likely think they might as well wait for a pop.

     

    Are they near that price where they make such a decision? I can't say.

     

    But just be aware of what is normally turned the "upside risk".

     

    That is, you wait around for a $0.30 that never comes, PR or big news causes a big gap-open up and the stock runs off without you.

     

    If you believe in a) the long-term prospects and b) the likelihood of PR or news coming in the next xxx days/weeks, why assume the "upside risk" any more than you would assume the downside risk?

     

    If the stock stays flat, it's *almost* like sitting on cash if you hold shares.

     

    If the stock drops to ... what? Does your belief in the downside offer such a return that you'll risk the upside?

     

    On my last major buy I went in, pre-planned, at $0.30 on the belief that should be the low, or at least near it. Yep, it went to $0.25, but here I sit with a large number of shares at $0.31/$0.32 (ignoring today's trading blocks) with price for the last month staying *above* $0.38.

     

    Just some thoughts that crossed my mind when I saw these possible low prices mentioned.

     

    MHO,
    HardToLove
    29 Feb 2012, 03:01 PM Reply Like
  • Mr Investor
    , contributor
    Comments (2739) | Send Message
     
    I'm with ya tragic. When was the last time we had a nice bounce back? Feels like the current selling has a ways to go. Me thinks we have an unnamed big seller at work. Big blocks at the bid get whacked. Disciplined. Smacks 'o big account selldown.

     

    Still have a base of shares, but for further buying, I'll wait.
    29 Feb 2012, 03:41 PM Reply Like
  • Mr Investor
    , contributor
    Comments (2739) | Send Message
     
    Another EV/Hybrid car maker goes bust:

     

    http://bit.ly/xVhNj7
    29 Feb 2012, 12:17 PM Reply Like
  • Mr Investor
    , contributor
    Comments (2739) | Send Message
     
    100k shares just bid at 39 cents. We'll see how long that lasts.

     

    A: less than a minute.
    29 Feb 2012, 12:31 PM Reply Like
  • LabTech
    , contributor
    Comments (1777) | Send Message
     
    "The company has about 60 employees in Michigan and Indiana.
    Many are former executives and workers from GM, Ford Motor Co. and Chrysler Group LLC.
    "We have been forced to say 'uncle.' As a result, we are winding down our operations," the company's CEO Reuben Munger and chief operating officer Mike Donoughe wrote Energy Secretary Steven Chu in a letter Tuesday.
    The decision means the loss of hundreds of planned jobs in Indiana and Michigan, and thousands of indirect jobs, the letter said.
    Bright operated out of a former Chrysler call center in Rochester Hills and spent millions trying to win low-cost government loans, said Jason Vines, a company spokesman. The company plans to shut down over the next few days."

     

    Interesting article. As I read this, they spent $5 million of GM's venture capital to run a call center while they tried to get billions from the government to set up shop. To me it looks like our government finally decided they better look under the hood of some of these so called "companies" before they just handed over the money.
    29 Feb 2012, 12:32 PM Reply Like
  • SMaturin
    , contributor
    Comments (2297) | Send Message
     
    "The decision means the loss of hundreds of planned jobs in Indiana and Michigan, and thousands of indirect jobs, the letter said."

     

    "The letter called the $25 billion Advanced Technology Vehicle Manufacturing Program — created in 2007 and funded in 2008 — a "debacle."

     

    "Just $8 billion has been awarded, and only $50 million in loans have been made since October 2009."

     

    So only $8billion of the planned $25B got spent on the "debacle." Thus, "hundreds" of "planned jobs" lost at a savings to the taxpayers of $17B. Those sound like rather expensive "planned jobs."

     

    I suspect we came out ahead, as taxpayers.
    29 Feb 2012, 01:04 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » Original Oil (OOIL) This algea-to-fuel company I have been tracking for over three years. Today, they announced that algea producers can blend in waste feedstocks to produce gasoline and diesle for about $2.28 per gallon.

     

    http://yhoo.it/zIDNm5

     

    OOIL is a risky stock (check the chart to see what happened after they did a reverse split--not good!) to invest in. But, long ago I very much wanted to track its promising developments. I'd debate this development is fairly significant, if true.
    29 Feb 2012, 12:57 PM Reply Like
  • John Petersen
    , contributor
    Comments (30187) | Send Message
     
    It is extremely difficult to maintain a pure culture of any living thing in a commercial setting. When I see somebody making algae fuels 365 days a year and approaching profitability I'll be interested. Until somebody demonstrates the ability to grow algae for fuel on a commercial scale, I'll encourage them from the sidelines.
    29 Feb 2012, 01:25 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » JP: I agree, and it's also energy intensive to break down algae cell walls to extract the oil. Here's a link to how Origin Oil is attacking the problem of keeping the algae pure as possible:

     

    http://bit.ly/yvdlSS
    29 Feb 2012, 01:37 PM Reply Like
  • Mathieu Malecot
    , contributor
    Comments (1136) | Send Message
     
    for a biological agent, a pure culture might not be necessary. i agree with your conclusions though, i am just not convinced a variation in culture would significantly effect production. JP, do you have examples of failures to commercialize algae because of culture purity?

     

    without looking at the study, how they get those numbers, and what assumptions are made i cannot invest. if anyone can find that study and share, i'd love to read it.
    29 Feb 2012, 01:37 PM Reply Like
  • John Petersen
    , contributor
    Comments (30187) | Send Message
     
    When it comes to biofuels I'm a lot like Mark Twain's cat that jumped on a hot stove lid. I'll never jump on a hot stove lid again, but I won't jump on a cold one either. The stock that Piper and Lazzard were going to sell at $5 in 1996 currently trades by appointment at $0.50. Unless something really good happens, I'll never be able to sell my million shares.
    29 Feb 2012, 01:43 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » I am not a fan of using corn to produce biofuel, perhaps one of the stupidist, most foolish George W. pushes he ever did (besides that there were no WMDs in Iraq).

     

    But, I do like following how waste matter, switchgrass, or heaven forbid, hemp, could be used to get America off its ME oil dependence.

     

    Heck...long ago Axion was selling for $6.00 per, and way long before that, George Washington was a hemp grower.

     

    I'm not suggesting to anyone to invest in Original Oil, and I own zero shares. But I keep seeing this company making strides, enough to maintain tracking it.
    29 Feb 2012, 01:55 PM Reply Like
  • Mathieu Malecot
    , contributor
    Comments (1136) | Send Message
     
    thanks for that, my initial visit to their site missed that.

     

    algae screen = filter

     

    live extraction... interesting. i doubt they actually penetrate cell walls here, instead they electrocute algae cells to stimulate oil production. most interested in how this process knows (if it does) what is ready for harvest and what isn't. they could use a filter if size correlates to readiness i guess.

     

    hydrogen harvester: sounds good. the more it relies on sunlight the less worried i am about down stream entropy. it looks to me like they could design the fuel cell to make water to put back into the hydrogen harvester. meh
    29 Feb 2012, 02:10 PM Reply Like
  • LabTech
    , contributor
    Comments (1777) | Send Message
     
    tragicslip,
    "for a biological agent, a pure culture might not be necessary. i agree with your conclusions though, i am just not convinced a variation in culture would significantly effect production. JP, do you have examples of failures to commercialize algae because of culture purity?"

     

    I tend to disagree. The algae cultures they are using in these biofuel cultures have usually been genetically modified so that they produce more of a byproduct than the naturally occurring algae do. Usually genetic manipulation like that makes the new algae great for what you want it to do, however, unless you add in other genes that give you modified algae a survival advantage over other naturally occurring strains, you not only have to worry about contamination but you also have to worry about genetic mutation back to a more wild type form, or a form that grows faster but doesn't produce the byproduct you want. When you are dealing with things like livestock or even plants, that mutation can be slow. When you are dealing with tens or hundreds of billions of algae in an incubator the mutation can be much faster, especially when you are exposing them to something like sunlight, which can normally induce mutation due to DNA damage (think skin cancer). Now none of that may affect Original Oil, since if I read their website correctly, they are more involved in extracting the biofuels from the algae than actually growing the cultures, but it will affect their suppliers. IMHO
    29 Feb 2012, 05:40 PM Reply Like
  • Occam's_Razor
    , contributor
    Comments (1488) | Send Message
     
    Hello Maya: That's the first time I've looked at "OOIL"

     

    A related stock i've been watching is solazme "SYZM" which is breaking out on higher volume. SYZM appears to have multiple revenue streams for it's "algae" ideas.
    29 Feb 2012, 07:23 PM Reply Like
  • tripleblack
    , contributor
    Comments (13507) | Send Message
     
    As you know I have been tracking cellulosic ethanol for a long time (still waiting...), and they share the "breaking down the cell wall" issue. Various methods are at the advanced pilot plant stage, and whatever ends up the winnah could offer some guidance to other biofuel efforts like the fuelalgea...

     

    I attended a science fiction convention where Isaac Asimov and other SF legends discussed some of these topics back in the 70's, and the concept of tailored life forms being used for creating oil substitutes was a hot topic at the time. Isaac (a biochemist as I recall, in addition to his other renaissance man abilities) was firm with the idea that a series of biological innovations would be needed to crack the problem for a commercial solution, ie, a biological process to break down the cell walls of the biological process presenting feed stock to the final biological process resulting in the useable product.

     

    LOL, I remember the mind-blowing demonstration where he was arguing with someone and, to prove out a formula, began making notations on a chalkboard. Midway in the process, he apologized for taking so long (it was a lot of scientific notation) and he snatched up a piece of chalk in BOTH hands, and continued writing notation which started on opposite sides of the board and merged seamlessly (and correctly) in the middle.

     

    Somewhere there is a transcendental genius like him working on these problems...

     

    I hope.
    29 Feb 2012, 08:19 PM Reply Like
  • D-inv
    , contributor
    Comments (4135) | Send Message
     
    :-) My position in OOIL is just large enough to keep me from losing track of the company.

     

    Although aware of them, until management focused the business model on mid-stream processing aspects of algae-to-oil the company was just another algae oil producer wannabee and held next to nothing in the way of interest for me. Now, though, their focus is on processing algae (not growing it) and the technology appears to hold potential in lowering capital and energy costs of extracting oil from algae and enabling commercial viability.
    29 Feb 2012, 09:04 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » Great story, Trip. Loved the imagery.

     

    Anyone, or any company that can potentially "make" oil safely at a reasonable price holds my interest.
    29 Feb 2012, 09:31 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » Thanks, Occam! I'll check Solazme out.
    29 Feb 2012, 09:32 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4161) | Send Message
     
    Here's IPO Desktop's review of Solazyme when it IPO'ed: http://seekingalpha.co...
    29 Feb 2012, 09:40 PM Reply Like
  • LabTech
    , contributor
    Comments (1777) | Send Message
     
    Agreed. They seem to have set themselves up not as a competitor in the biofuel industry, but as a refiner of the final stocks to generate the biofuels requested. Much like the oil refineries we now have. It isn't their job to go out, find the oil, drill the hole and pump it up, or transport it from another country. Instead it's their job to turn it into gasoline, diesel, etc, add in their costs, and send it down the line to the end users.
    1 Mar 2012, 12:20 AM Reply Like
  • D-inv
    , contributor
    Comments (4135) | Send Message
     
    I have lost track of the company now, but for a while I semi-followed a cancer research startup that spun off an algaeoil sub. They stumbled across a compound that was supposedly observed to stimulate lipid secretions by something on the order of 30% in some algae species. Company was headquartered in California but lead investigative researcher was teaching in Texas (seem to recall Texas A & M).
    1 Mar 2012, 11:23 AM Reply Like
  • Mathieu Malecot
    , contributor
    Comments (1136) | Send Message
     
    hey i pmed you so you might answer some non axpw related questions about algae. thanks for this clarification, i forget that genetically modified algae face unique "survival" risks. making it work and making it meet production demands are two very different things.
    2 Mar 2012, 12:08 AM Reply Like
  • Stilldazed
    , contributor
    Comments (2127) | Send Message
     
    Feb 24 article on Solazme.
    http://bit.ly/wOeVoo
    2 Mar 2012, 01:01 AM Reply Like
  • jlyleluce
    , contributor
    Comments (260) | Send Message
     
    Tripleblack,
    I knew a chemistry teacher (didn't take classes from him personally) who also wrote formulas with both hands moving seamlessly toward the middle. Incredible.
    3 Mar 2012, 02:29 PM Reply Like
  • LabTech
    , contributor
    Comments (1777) | Send Message
     
    tragicslip,
    Sorry I haven't gotten back to you. The family spent the weekend sharing stomach flu. I'll answer soon.
    4 Mar 2012, 10:08 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    Sorry to hear that!

     

    Hope you all get well soon.

     

    HardToLove
    5 Mar 2012, 04:43 AM Reply Like
  • Mathieu Malecot
    , contributor
    Comments (1136) | Send Message
     
    no hurry. i am now sick. i am either with fever and tired or breaking and not.
    8 Mar 2012, 11:05 PM Reply Like
  • jakurtz
    , contributor
    Comments (1930) | Send Message
     
    Sounds like you two shouldn't be exchanging PM's...too germy.
    9 Mar 2012, 07:19 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    (AXPW): Along with the 100K trade at 0.39 at 12:31, we have two same-second 2x100-share $0.3999 trades bracketing it at 12:27:52 and 12:31:36.

     

    So my guess is the market-maker is still casting "lures" to help unload shares.

     

    <*sigh*>

     

    More of the same.

     

    HardToLove
    29 Feb 2012, 01:11 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    (AXPW): After thinking about my last comment, the fact that I sold my trading blocks for $0.487, I was *hoping* for an overshoot to let me replace them at $0.385, ... a month that didn't go below $0.39 after 2/1 ... maximum downside *seems* to me to be at $0.35, ...

     

    I thought why fight over 1/2 penny.

     

    Got my trading blocks replaced at $0.39. Not the 10 cent differential I was hoping for, but close enough for government work.

     

    Back to looking to get some more now to take me nearer that 100K mark, in total. I'll probably wait again for either more move down or move up to $0.42 or better.

     

    It took a bunch of conviction for me to "not buy until it moves to $0.39 or above $0.42" as I had stated previously.

     

    Time-frame on the trading blocks will be at least a couple months I think.

     

    xxx <-- fingers crossed.

     

    HardToLove
    29 Feb 2012, 02:26 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    Well, there goes my ego - 2 trades totaling 11K went at $0.388! :-((

     

    I'm *so* crushed! ;-))

     

    But it's better than the $0.3871 that was on bid all morning.

     

    HardToLove
    29 Feb 2012, 03:02 PM Reply Like
  • Tim Enright
    , contributor
    Comments (1356) | Send Message
     
    "I'm *so* crushed! ;-))" - sorry! Was me cleaning up some lose ends. Funny thing though... my bid was for .3901.
    1 Mar 2012, 11:58 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    I'm glad for you! And if today's widening spread suggests what I think it *may*, we might be moving to above $0.42 again.

     

    It's always nice to get a nice follow-on from a move instead of the (too often for me) move against me where I have to exercise patience.

     

    My patience doesn't need more muscle - my wallet does! :-))

     

    HardToLove
    1 Mar 2012, 12:41 PM Reply Like
  • superwedgie
    , contributor
    Comments (7) | Send Message
     
    Does anyone have a best guess scenario, for the Gen 3 line to be up and running at production volume levels?

     

    My sense is that we will not see any major movement in this stock until OEM orders and commercialization occur.
    My cousin from back East, drove thro newcastle at the beginning of the week and said plant looked pretty lonely !
    29 Feb 2012, 03:37 PM Reply Like
  • John Petersen
    , contributor
    Comments (30187) | Send Message
     
    The Gen 3 line you mention is merely multiple copies of the Gen 2a line that's already up and running in New Castle. The stock will do what the stock will do. With a two comment history and both of them negative you'll be drawing the attention of the troll patrol soon.
    29 Feb 2012, 03:48 PM Reply Like
  • anthlj
    , contributor
    Comments (228) | Send Message
     
    John,
    Is this correct? My understanding following last cc and TG one-on-one comment was that Gen 3 was more than a roll out of Gen 2a, but rather a further evolution of Gen2a and that Gen 2a was Gen2 with an additional machine at the rate limiting station. What do others understand?
    29 Feb 2012, 04:51 PM Reply Like
  • magounsq
    , contributor
    Comments (985) | Send Message
     
    ditto looking4winners...just saying
    29 Feb 2012, 06:19 PM Reply Like
  • John Petersen
    , contributor
    Comments (30187) | Send Message
     
    Industrial engineering is an iterative process where you build a new line, find out what doesn't work properly, adjust the programing or equipment to resolve the issue, and proceed to identify and fix the next problem. It doesn't end until the entire line is working smoothly end to end with the desired timing and choreography. The Gen2 line was installed at this time last year. Since then additional workstations have been added and a series of refinements made. It's my understanding that the current configuration is the one they'll replicate in multiple copies with no additional design changes.
    1 Mar 2012, 12:53 AM Reply Like
  • anthlj
    , contributor
    Comments (228) | Send Message
     
    Thanks John. Perhaps a question for the cc, although other inquiries may be deemed more important.
    1 Mar 2012, 01:22 AM Reply Like
  • Articula
    , contributor
    Comments (250) | Send Message
     
    Given that name I'd concur.

     

    Back from Hawaii and refreshed - great comments above by BW & JP on systems integration.
    29 Feb 2012, 04:46 PM Reply Like
  • 481086
    , contributor
    Comments (3447) | Send Message
     
    Concur that adequate reason for suspicion exists. But not sure yet that the conclusion is justified. A certain trademark smell just seems missing--the signature juvenile noxiousness. A few more data points will shortly tell the tale though. After all, we've never had to wait for long. ;)
    29 Feb 2012, 05:03 PM Reply Like
  • jlyleluce
    , contributor
    Comments (260) | Send Message
     
    The Random Drive Theory of investing. From the 2012 soon to be classic investment book, A Random Drive Down Clover Lane.
    29 Feb 2012, 05:56 PM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2648) | Send Message
     
    Found this link tonight -

     

    http://scr.bi/xXy1h2

     

    Appears to include an in depth write-up on Axion and discusses -

     

    "The transcripts of 3 originalinterviews from some of the major market players are included within the report including:

     

    A123
    Axion; and
    Maxwell"
    1 Mar 2012, 12:55 AM Reply Like
  • jlyleluce
    , contributor
    Comments (260) | Send Message
     
    Thanks Stefan,
    Direct Link to Visiongain - the company that wrote the report - cost is £1649. Written April 2011. Sample download button seems inoperable.

     

    http://bit.ly/yYo9FT
    1 Mar 2012, 02:16 AM Reply Like
  • John Petersen
    , contributor
    Comments (30187) | Send Message
     
    I got to their download sample and it was simply an overview of the French storage market.
    1 Mar 2012, 02:39 AM Reply Like
  • Stefan Moroney
    , contributor
    Comments (2648) | Send Message
     
    No problem, I was hoping someone might be able to get better access then me.
    1 Mar 2012, 01:25 PM Reply Like
  • LT
    , contributor
    Comments (5014) | Send Message
     
    A123 Systems (Nasdaq: AONE) announced today that it will supply complete lithium ion battery packs to Tata Motors, India's largest automaker, for Tata's hybrid electric systems for commercial vehicle applications.
    Initially expected to be deployed on city transit buses during the second half of 2012, A123's lithium iron phosphate battery packs will be built using the company's prismatic cell technology, which offers high power capabilities, increased usable energy over a wide state-of-charge (SOC) range, excellent safety and long cycle and calendar life. A123 will deliver complete systems that include robust battery management electronics, and the compact form factor of the prismatic cells enables A123 to design highly-scalable battery packs that are intended to seamlessly configure to Tata's hybrid electric powertrain architecture.
    "We consider hybridization to be an integral component of Tata Motor's overall strategy, and hybridization of our commercial vehicles is particularly important to our global customers for reducing the emissions and increasing fuel efficiency of their fleets," said Dr. Timothy Leverton, Head - Advanced and Product Engineering at Tata Motors. "A123 Systems' core lithium ion technology has a proven track record of success in the hybrid truck and bus segment, which we believe represents a very significant market opportunity. In addition, the modularity of A123's pack design enables us to develop a uniform hybrid powertrain architecture that can be deployed across multiple vehicle platforms."
    News Provided by Acquire Media Corporation
    1 Mar 2012, 09:36 AM Reply Like
  • John Petersen
    , contributor
    Comments (30187) | Send Message
     
    That could be a good piece of business for them, depending on Tata's roll-out plans.
    1 Mar 2012, 10:31 AM Reply Like
  • LT
    , contributor
    Comments (5014) | Send Message
     
    I wish I understood inverters better:

     

    CAMARILLO, Calif., March 1, 2012 (GLOBE NEWSWIRE) -- Power-One, Inc. (Nasdaq:PWER), a leading global manufacturer of renewable energy and energy-efficient power conversion and management solutions, announces the availability of its newest high-efficiency, open frame 400W AC-DC power supplies, the ABC400 Series.
    The ABC400 Series utilizes a universal 90 to 264VAC input range with active power factor correction. The power supplies have a low 1U height and provide a single 12V, 24V or 48V output. The ABC400 provides up to 400W of output power and 16W/in of power density in a small 3"x5" footprint. The series ensures minimal power losses in end-use equipment, thereby facilitating lower operating costs and easier thermal management. They are ideal for telecom, datacom, industrial equipment and other applications.
    "The ABC400 Series continues Power-One's long tradition of highly-efficient, small-footprint open frame power supplies," Ed Carter, General Manager of Power-One's Industrial and Transportation group noted recently. "The ABC400 is among the most efficient in power supplies for its respective power rating and package size."
    Samples are available now. Visit the Open Frame section of the Power-One website for comprehensive data sheets and to learn more: http://bit.ly/wFsced
    1 Mar 2012, 09:38 AM Reply Like
  • 481086
    , contributor
    Comments (3447) | Send Message
     
    Looks to me like this isn't an inverter, it's a rack-mounted AC to DC rectifier/transformer ---an inverter in reverse, aka "power supply". Essentially what's in every tower PC only in a different form-factor...
    1 Mar 2012, 12:31 PM Reply Like
  • LT
    , contributor
    Comments (5014) | Send Message
     
    thanks...I have no idea. Trying to learn about these things too, as every PowerCube we sell has to have one from somewhere.
    1 Mar 2012, 12:35 PM Reply Like
  • siliconhillbilly
    , contributor
    Comments (2169) | Send Message
     
    Hi LT: The usual definition of an "inverter" is a power device that changes DC into AC. Both "power supplies" running off of 60Hz line power and "inverters" use high frequency transformers and power switching semiconductors to do their job.

     

    The ABC400 isn't an "inverter". It's an AC to DC offline (runs on 110-220V AC line power) switching power supply. These are commodity devices that are usually system components used in larger scale devices.

     

    The whole field is called Power Conversion. And yes, it has its fair share of acronyms and buzz words. Ads targeted at engineers are only vaguely comprehensible to Normals ;-)
    1 Mar 2012, 12:50 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    (AXPW): Different behavior this A.M.

     

    Fewer MM "lures" cast into the waters and instead of the offer dropping slowly, it moved up from $0.3999 to $0.4099. And trades went off in retail sizes at both the 0.3999 and $0.4099 prices.

     

    There was an early low set at $0.381 in the initial trades, but they were only ~17K in the range of $0.381-$0.391.

     

    Can't say the mood has changed based on this early action, but it may be the market-makers see something suggesting more buying interest.

     

    Maybe the "flippers" have decided enough at these low returns.

     

    HardToLove
    1 Mar 2012, 11:05 AM Reply Like
  • LT
    , contributor
    Comments (5014) | Send Message
     
    AXPW hit the lower Bollinger band on my chart and bounced nicely right up to the lower MAE line set on 21-3-3...if it can close strong, it could be a reversal today. (might know it after our conversation yesterday about .35 or less)

     

    At worst maybe we can hold here at .40 and get a bounce.
    1 Mar 2012, 11:40 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    That reminds me - I've modified mine to 13 periods instead of the normal 20 and lower pps has been riding+/- that for 7 prior days.

     

    I've not taken the time yet to see if it has a reliable pattern, but I wanted to see if it gave me an earlier "heads up", and it does do that.

     

    HardToLove.
    1 Mar 2012, 12:47 PM Reply Like
  • jlyleluce
    , contributor
    Comments (260) | Send Message
     
    reducing to 13 periods gives a nice trading channel between lower band and center band. Wish we would get an upside break.
    1 Mar 2012, 01:10 PM Reply Like
  • jlyleluce
    , contributor
    Comments (260) | Send Message
     
    I was looking last evening at how the Bollinger Bands had moved together somewhat quickly and contemplated what impact they would have on price. Interesting to see how price bounced after hitting lower band - whether coincidental or not.
    1 Mar 2012, 12:39 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    JLL: converging Bollingers are an indication of a change coming. The tighter the convergence at any time the greater the likelihood.

     

    Also, when pps is at the extreme of the band, there's a tendency to revert to at least the mid-point.

     

    I don't know if I passed this on.

     

    http://bit.ly/w3ABC7

     

    HardToLove
    1 Mar 2012, 01:11 PM Reply Like
  • jlyleluce
    , contributor
    Comments (260) | Send Message
     
    HTL,
    Yes, I did some reading on the converging bands over last several weeks. Was trying to find some connection, for Axion, between the bands, candlesticks and reversing trends. Was looking at how the bands were squeezing quickly, but didn't reach any conclusion 's comparing with Axion's historical data. Thought you setting the BB's to 13 was interesting. Thanks for the link.
    jlyleluce
    1 Mar 2012, 02:13 PM Reply Like
  • carlosgaviria
    , contributor
    Comments (799) | Send Message
     
    Today I received this e-mail:

     

    Pike Research Webinar - March 13, 2012
    Toward Zero Energy Buildings
    The Market, Technology, and Regulatory Dimensions of Net Zero
    Tuesday, March 13
    2:00 p.m. ET

     

    http://bit.ly/wrPf3y

     

    Are these future applications for POWER CUBE?
    1 Mar 2012, 01:37 PM Reply Like
  • jlyleluce
    , contributor
    Comments (260) | Send Message
     
    makes me curious what will be the price of a residential PC.
    1 Mar 2012, 02:16 PM Reply Like
  • magounsq
    , contributor
    Comments (985) | Send Message
     
    carlosg...

     

    Matching conservation and the PC...could be interesting!

     

    Met a fellow at the airport last year and talked about passive "smart homes".
    He is actually moving ahead...
    "Great to hear from you Joe. My trip to Maine re-energized me for the task of trying to make this a reality In the US. Yes, the Germans are way ahead of us as far as the building components, but they've got two decades of experience on us as well - we can certainly do this, it is not that hard. On my trip to Maine I found that the German windows make ours look like toys, like the difference between the stuff in a camping trailer versus what you have in your real home. It's walways good to run into a receptive audience for this stuff....

     

    ... I will keep you posted on the progress we are making here in Michigan. I am really hoping that I am able to do the project with the University of Chicago (Warren Woods Biolab) - that should put Passive Haus Michigan on the map and get us some positive attention. ..."

     

    Michael Klinger
    Certified Passive House Consultant
    Energy Wise Homes, Inc.
    1 Mar 2012, 05:28 PM Reply Like
  • DRich
    , contributor
    Comments (4610) | Send Message
     
    >carlosgaviria ... I certainly hope so. Economics aside, there is no way to time shift & peak shave loads or use AltEnergy without some sort of storage. My opinion, how it gets implemented will be dependent on the price of energy or, god help us, people start to care about where future generations will get it from and start to conserve because it's the right thing to do.
    1 Mar 2012, 01:48 PM Reply Like
  • Tim Enright
    , contributor
    Comments (1356) | Send Message
     
    >DRich... I agree but haven't read a single article on NetZero (include our Naval Facility) where storage is discussed. I believe the real gains from AltEnergy will be to NOT ship it (place it on the grid) and to use the energy at the location that generated it - this means storage.

     

    However, there is a strong correlation between PV and AC so we could shave peaks by being smart and packaging these two together...
    2 Mar 2012, 08:57 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    (AXPW): Change in behavior continues. After a long no-trade spell, we see bids creeping up rather than offers creeping down.

     

    E.g. bids progressed from $0.38x to $0.39 to $0.395 to now $0.3986.

     

    Offer holding steady at $0.4049 for a couple hours now with only two small trades.

     

    So who/whatever is selling is in a stare-down with the buyers ATM.

     

    I guess the test will come in the last hour or so, which is when we've normally seen bigger volume at lowering prices come in.

     

    HardToLove
    1 Mar 2012, 02:08 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    Seller blinked at 14:41, dropping offer to $0.4025.

     

    No trades since 13:34 though.

     

    HardToLove
    1 Mar 2012, 02:57 PM Reply Like
  • jlyleluce
    , contributor
    Comments (260) | Send Message
     
    Thinking there might not be a session ending rush and we don't do 100k today in volume.
    1 Mar 2012, 03:31 PM Reply Like
  • jlyleluce
    , contributor
    Comments (260) | Send Message
     
    MM is busy trying to keep price up.
    1 Mar 2012, 03:51 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6004) | Send Message
     
    In Response to: looking4winners
    Who appointed you the monitor of how anyone on this Instablog uses his time? As long as you raised the subject, why are you wasting your time on this Instablog? All you ever provide are insults. I think its pretty clear to the members of this Instablog who the "pathetic little geek" is - it's you.
    1 Mar 2012, 05:14 PM Reply Like
  • anthlj
    , contributor
    Comments (228) | Send Message
     
    Apologies if this has been pointed out before, but we have a Scottish cousin who is also interested in energy storage:

     

    axeon.com/Default.aspx
    1 Mar 2012, 05:50 PM Reply Like
  • Mr Investor
    , contributor
    Comments (2739) | Send Message
     
    Link from a friendly face over on the other place:

     

    http://bit.ly/xyDpN0

     

    "The carbon-enhanced lead–acid battery design (supplied by Exide Technologies) helps to maximize energy recuperation (regenerative braking) during deceleration, supporting SpeedStart’s potential for high power generation, torque smoothing and electrical energy recovery.

     

    The improved lead-carbon battery design employed in the LC Super Hybrid allows for a strong charge and discharge characteristic, while the carbon-enhanced negative plate formulations significantly improve life under hybrid vehicle duty cycles. Further battery life improvements have been achieved via attention to battery management. These next-generation lead-acid batteries are already under test in pre-production vehicles."

     

    "When designed for 48V, the low-voltage LC Super Hybrid is expected to deliver more than the nominal 25% improvement in CO2 emissions and fuel economy already achieved when compared with typical 2-liter naturally aspirated sedans, and will more than match their performance and drivability, the partners said.

     

    The additional cost to the vehicle manufacturer is estimated between €750 and €1,500 (US$1,000 to $2,000).

     

    We are confident we have met the challenge facing the automotive industry for cost efficient CO2 reduction technology, compatible with legislative demands and at showroom prices that consumers are willing and able to afford. There is no huge upfront cost with this technology and therefore no need for expensive subsidies from the taxpayer.

     

    —Allan Cooper, European projects coordinator at ALABC"

     

    Is this another potential application of Axion's PbC? The cost-effectiveness of this package seems pretty impressive, at a glance.
    1 Mar 2012, 07:05 PM Reply Like
  • bazooooka
    , contributor
    Comments (2776) | Send Message
     
    Up to 25% fuel savings, that sounds like a heavy micro-hybrid to me. I wonder if Exide's lead acid battery shares any design elements with the PbC?
    1 Mar 2012, 08:55 PM Reply Like
  • LabTech
    , contributor
    Comments (1777) | Send Message
     
    Seems like it would be. They're just using a VRLA battery from Exide that has carbon paste added to the electrolyte, a system we already know will sulfate over a period of months before it starts to lose performance. One would assume if they went with a battery like the PbC they would be able to achieve the same results and actually have a system that would last for years, not months.
    1 Mar 2012, 10:48 PM Reply Like
  • LabTech
    , contributor
    Comments (1777) | Send Message
     
    Bazooooka,
    See my comments above. Exide's battery is just an VRLA/AGM battery with carbon paste added. The PbC would blow it away if they did their testing for any length of time.
    1 Mar 2012, 10:51 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    I suspect that it's not a near-term worry for the PbC - the focus seems to be on the proof of concept and the battery selection was likely a convenience decision from what was handy (available) and (apparently) better than current AGM.

     

    The development cycle, *if* undertaken by a major manufacturer, has years to fruition. And that is likely to expose the battery for what it is - a marginal improvement over prior technology that is not up to the task. One thing though: the 48 volt configuration alters the current flow requirements. This might provide lifetime improvements that make the battery acceptable. I don't know enough to make an informed guess, but it would seem logical.

     

    Anyway, during the development process I expect a better battery would be examined and selected.

     

    We know of one, don't we? :-)) And it would be easily available in quantity by the time they got to the stage where it was needed I think.

     

    HardToLove
    2 Mar 2012, 05:24 AM Reply Like
  • John Petersen
    , contributor
    Comments (30187) | Send Message
     
    This concept car was an ALABC funded project, they wanted to use technologies that were freely accessible to all manufacturers without patent issues, rather than a heavily patented single-source solution like the PbC.
    2 Mar 2012, 08:35 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    That makes sense. Wish I'd thought of it! :-))

     

    HardToLove
    2 Mar 2012, 08:56 AM Reply Like
  • Mr Investor
    , contributor
    Comments (2739) | Send Message
     
    Thanks, John. I read the ALABC prospectus and thought that might be the case, but wasn't sure.

     

    According to the ALABC's website:

     

    http://bit.ly/zyE2a6

     

    it looks like (I can't tell 100%) their projects have shown the Ultra battery to be reliable and long-lived for HEV uses that include regenerative braking. IF that's true, I suppose that implies that the vehicle uses of Axion's better but more expensive PbC would be for even higher power HEV uses. Is that true, and what you've meant by heavy micro-hybrid applications? Sorry if I'm covering old ground, but I'm still learning a lot.
    2 Mar 2012, 10:43 AM Reply Like
  • Tim Enright
    , contributor
    Comments (1356) | Send Message
     
    Mr Investor. I am not certain but I remember hearing that the Ultra Battery was more expensive because it was more complex to produce (two piece negative electrode). But who really knows for sure...
    2 Mar 2012, 06:22 PM Reply Like
  • John Petersen
    , contributor
    Comments (30187) | Send Message
     
    I think the ultrabattery is probably cheaper to make than the PbC because the electrodes are not as complex, but until somebody discloses pricing it's only a guess.
    3 Mar 2012, 12:24 AM Reply Like
  • Tim Enright
    , contributor
    Comments (1356) | Send Message
     
    Well John, now that makes all this a bit more interesting...
    3 Mar 2012, 09:06 AM Reply Like
  • DRich
    , contributor
    Comments (4610) | Send Message
     
    >LabTech ... Of all the things I've ever worried about with the PbC is that it could suffer from the Not Invented Here syndrome. This could put enough pressure on by delaying the inevitable failure of contenders, like the Exide offering, and cause a real going forward problem. To be waited to death or near to it.

     

    By the way, the thing that will kill Exide's battery is that "helps to maximize energy recuperation (regenerative braking) during deceleration". It is what killed the Enersys in the NS999. I don't know what the life expectancy is for LC Super Hybrid but I hope it is not in the 2-3 years range. I kinda doubt it but I don't know.
    1 Mar 2012, 11:43 PM Reply Like
  • LT
    , contributor
    Comments (5014) | Send Message
     
    another new battery tech on the drawing board:

     

    Liquid battery could charge green energy
    http://yhoo.it/zLRKpb
    2 Mar 2012, 04:57 AM Reply Like
  • siliconhillbilly
    , contributor
    Comments (2169) | Send Message
     
    >LT: I read the article and I still don't know what technology they are working on. I will go to the company site and take a look.

     

    But the Comments were more enlightening. I had forgotten how many clueless individuals inhabit the Yahoo news sites. Several commentators brought up the old "buy the patent and hide the technology" chestnut. Amazing.
    3 Mar 2012, 12:06 PM Reply Like
  • LT
    , contributor
    Comments (5014) | Send Message
     
    It will be interesting if we can hold these price levels after AONE earnings miss and lower guidance. BAC also downgraded AONE to underperform this morning. AONE down 3-5% in PM this morning.
    Some interesting things in their report.

     

    Alos OT is about PWER, the released their 10-Q yesterday. You should really read it this weekend, especially the warnings toward the end. Some of the things are pertinent to all companies, especially clean energy. Such as Intense competition, Euro Zone worries, not being able to respond to changes in the market, and new tech by competitors. One last thing that I am not sure how it fits, but in customer or uses for their tech they mention railroad.
    2 Mar 2012, 07:29 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    Thanks LT - another thing on my plate for the weekend!

     

    HardToLove
    2 Mar 2012, 07:53 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    (AXPW): 3/01/2012 EOD stuff I've been tracking.

     

    There were 31 trades, yielding an average trade size of ~3,006, sort of normal range. But do keep in mind the largest block trade was only 1 of 12K at $0.39. The next largest was 7,000 at $0.3825.

     

    Buy, sell and unknown ended at 36,200, 57,000, and 0 respectively, giving total volume for the day of 93,200. Buy:sell at EOD was 1:1.57. JLL called it: less than 100K traded today.

     

    Look at the short-sales for 2/24 and today: the second time we've seen short sales under 1K recently. The difference this time is *much* lower volume. I think that the market-maker was, as JLL also suggested, just trying to draw prices higher and was otherwise away from the market. If the higher volumes 2/28 and 2/29 combined with the buy:sell means what I think it means, the market-maker had shares coming in at prices higher from 2/28 and 2/29. Being averse to taking a loss, there would have been an incentive to *not* short-sell or sell long positions at these prices. Better to first move the prices up.

     

    This *may* be supported by the change in action, which I mentioned in other comments. This consisted of the bid rising most of the day, rather than the offers falling. Further, a lot of intransigence was displayed on the offer side, through most of the day, resulting in periods as long as 1:52 (13:34-15:26) with no trades.

     

    Further indication of this possibility comes from the "lures" cast by the market-maker during the day, especially when considered in light of total volume. There were four "paired" trades where 2x100 shares traded in the same second. The first two sets were at $0.3999 and the last two were at $0.4025 and $0.4049 (which also closed the day). The $0.4025 came after the almost two-hour "stare down" when the market-maker (apparently) blinked and had dropped the offer from $0.4049, where it was at 13:34, to $0.4025 sometime before the trades at 15:27/15:28 at $0.3986 in two blocks, 3K and 5K, followed by 3K and 12K at $0.39.

     

    The last four trades of the day were the two 2x100 "lures" I detailed above.

     

    I've not progressed far enough in understanding how all this relates to hazard a strong guess for what's next, but I do think the "flippers" have become unwilling to sell at these levels, the market-maker(s) seem to be trying to move price to a price level avoiding losses and there's probably a few more shares to flow into the market-makers, based on the volumes seen.

     

    If most of that is correct, the next move has to come from the buyers I think. The volume is low enough that the market-maker(s) can probably tolerate small non-neutral positions for a little while as they try to wiggle the price up a bit. If buyers don't see these prices as the opportunity I believe them to be (anywhere below $0.42 still seems really decent to me), I think some more days of low volume may be in store.

     

    *If* I can get my dry powder where I want it (awaiting "final" moves on SPX, UPRO and the calls over that) and prices are still at these levels, I'll be adding to my core. I'll also do that if price has moved above $0.42, just fewer shares.

     

    0221 Vol 0285865, Sht 0091330 31.95% LHC 0.3900 0.4200 0.4050 b:s 1:1.76
    0222 Vol 0158786, Sht 0038100 23.99% LHC 0.3900 0.4050 0.4050 b:s 1:2.69
    0223 Vol 0223015, Sht 0051699 23.18% LHC 0.4000 0.4150 0.4074 b:s 1:3.52
    0224 Vol 0239219, Sht 0000500 00.21% LHC 0.4001 0.4150 0.4025 b:s 1:1.45
    0227 Vol 0068550, Sht 0016300 23.78% LHC 0.3902 0.4150 0.4150 b:s 1:2.17
    0228 Vol 0368615, Sht 0055339 15.01% LHC 0.3900 0.4190 0.4000 b:s 1:4.68
    0229 Vol 0303035, Sht 0044000 14.52% LHC 0.3880 0.4099 0.3950 b:s 1:6.50
    0301 Vol 0093200, Sht 0000400 00.43% LHC 0.3810 0.4099 0.4049 b:s 1:1.57

     

    MHO,
    HardToLove
    2 Mar 2012, 08:02 AM Reply Like
  • LT
    , contributor
    Comments (5014) | Send Message
     
    We talked about algae bio-fuels yesterday....BIOF up 25% this morning after reporting earnings yesterday. This tech sector may finally have it right.

     

    March 1 (Reuters) - BioFuel Energy Corp :
    * Reports fourth quarter and year end 2011 results
    * Q4 earnings per share $0.03
    * Q4 revenue $164 million versus $141.4 million
    * We expect that seasonal factors will bring more favorable margins as the year
    goes on"
    ((Bangalore Equities Newsroom; +91 80 4135 5800; within U.S. +1 646 223 8780))
    ((For more news, please click here ))
    For Reuters Top News page click the following link:
    2 Mar 2012, 08:12 AM Reply Like
  • John Petersen
    , contributor
    Comments (30187) | Send Message
     
    OT: It looks like A123 is talking about entering into an expanded partnership in China that will "build a coating and cell assembly facility in China that will produce A123's 20Ah prismatic cells, which is expected to create a cost advantage for A123's technology in the Chinese market" and "substantially increase the local content of systems produced by the A123/SAIC partnership."

     

    It's unclear what (if any) part of A123's technology will not be sent to China, but this should be interesting to watch.
    2 Mar 2012, 08:54 AM Reply Like
  • LT
    , contributor
    Comments (5014) | Send Message
     
    They may soon be joining us in price too...another downgrade. This one to sell.

     

    Craig-Hallum downgraded A123 Systems (NASDAQ: AONE) from Hold to Sell.
    2 Mar 2012, 09:03 AM Reply Like
  • LT
    , contributor
    Comments (5014) | Send Message
     
    There is a side of me that would rather see AONE successful event tho they are a competitor. A broke competitor, or losing money makes them even more fierce competition ... they go after every deal like it was the last. No matter the cost. (as we have seen in every deal)
    Same way with all the electric car companies. When one goes broke it sorta limits our "possible" customers of the future. We sorta shoot ourself in the foot when we bash or cheer them.
    2 Mar 2012, 09:07 AM Reply Like
  • John Petersen
    , contributor
    Comments (30187) | Send Message
     
    I've never seen A123 as a true competitor. There are applications like plug-in vehicles where the PbC stand a chance of being competitive because of size and weight issues. If those applications are going to evolve, they'll need a safe, stable and long-lived lithium-ion chemistry. There may also be some grid-connected applications where lithium-ion is a better choice than the PbC because of a faster discharge profile, but it's unclear at this point what kind of rates the PbC could support if pushed to its limits.

     

    Storage is a really big tent and there's plenty of room for lots of successful companies that are very important in their respective niches. The only thing I object to is the tendency of lithium-ion manufacturers to claim "silver bullet technology" status. There is no silver bullet. The best we can hope for is silver buckshot.
    2 Mar 2012, 09:26 AM Reply Like
  • LT
    , contributor
    Comments (5014) | Send Message
     
    OT but after the first paragraph talks a lot about growth of grid related tech:
    Clean Tech Investing Shifts, With Lower-Cost Ventures Gaining Favor
    http://bit.ly/yUU6LN
    2 Mar 2012, 09:35 AM Reply Like
  • magounsq
    , contributor
    Comments (985) | Send Message
     
    LT...not really OT...
    "To be sure, investors have not abandoned costlier technologies with longer-term horizons, but many...now favor smaller infusions in businesses with a quicker potential payoff.(AXPW?)"
    "Rob Day...Black Coral Capital...sees a shift from an emphasis on those types of plays to more “intelligence-driven, software-driven, web-driven businesses.” These technologies can be used to improve existing businesses (AXPW?)..."
    "Most of the money went to companies already generating revenue(AXPW)...Many U.S. companies can’t get domestic backing for what they call the “valley of death” (sounds familiar!)phase: between the VC-backed pilot plant and the fully commercialized facility. As a result, they are increasingly turning to China, says Reicher."
    Makes ya wanna go hmmmmm.....NOT suggesting China!
    2 Mar 2012, 02:18 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2074) | Send Message
     
    looking4winners,

     

    Your last post was about wishing you were given more respect on this Concentrator. Here is some friendly advice. Respect is earned not taken. Great examples are:

     

    1) the respect HTL earns from us every time he generously gives of his time to educate us re: technical analysis applications to AXPW and the respect he earns every time he does not lower himself to the personal attacks levied on him;

     

    2) the respect earned by JP and Maya for the generosity of time in making substantive contributions to this Concentrator for the benefit of current and future AXPW investors;

     

    3) the respect earned by all of the battery experts on this Concentrator every time they help battery neophytes like me learn more about the product in progress at AXPW. BTW -- I am sure I know less about batteries than you do -- but I have never felt the antagonism you described earlier as given to those who know little about batteries.

     

    Just thought it might be helpful to you to see some examples of how respect is earned.
    2 Mar 2012, 09:39 AM Reply Like
  • John Petersen
    , contributor
    Comments (30187) | Send Message
     
    looking4winners,

     

    You complain about my behavior, but don't ever acknowledge the fact that between December 26th and January 20th I had an extensive if not exhaustive stream of off-board messages with your last SA identity where I bent over backwards to explain points to you that you've chosen to ignore or deliberately misconstrue.

     

    For the amusement and edification of all Axionistas, I've archived our entire correspondence stream in a PDF document and posted it in the public folder of my iDisk – http://bit.ly/xUPxQZ – so that one and all can see how shabbily and disrespectfully I treated you.
    2 Mar 2012, 10:44 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » John: Your givingness and patience with thesilverbullet was over the top.
    2 Mar 2012, 10:58 AM Reply Like
  • Deamiter
    , contributor
    Comments (161) | Send Message
     
    It was also rather helpful to those of us who benefitted from some more detailed discussion of various details. Sometimes hearing the same thing explained multiple ways makes it a lot clearer.
    2 Mar 2012, 12:34 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2431) | Send Message
     
    Fair amount of "overhead" this morning:

     

    PERT is also offering 40K at .42
    There's a combined 10K at .417

     

    Good news is that offers are being raised.

     

    Originally saw 40K at .40, then 10K at .3999, but now
    best offer is 5K at .4050.

     

    Best Bid went up to 10K @ .39 from .3852.

     

    But no volume, so it's another big stare down till we get some news.

     

    ZBB is dropping slowly as well ... waiting for news killing them too, though they seem to have spent/invested a lot more $$ in new hires in "anticipation."
    2 Mar 2012, 10:08 AM Reply Like
  • D-inv
    , contributor
    Comments (4135) | Send Message
     
    OT: I recently mentioned an algaeoils firm I had lost track of that reportedly had stumbled across a side effect of its ant-cancer compounds now in development. That firm is VG Energy, Inc. (http://tinyurl.com/7zb...), a majority owned subsidiary of http://bit.ly/znBGNE.

     

    Re-visiting the site algae-related site, I notice that my recollection of the lipid production stimulative effect claimed by the firm was short by a factor of 10. Instead of boosting lipid production 30%, the claim is a boost of 3X. The site has apparently not been updated in quite some time (close to a year), so ongoing activity by the sub is not apparent.
    2 Mar 2012, 12:07 PM Reply Like
  • LT
    , contributor
    Comments (5014) | Send Message
     
    Another article on AONE compared to Ener1 ... talks more about grid opportunities too. They state 2015 still as the year.

     

    A123 Systems: Is It All Over?
    http://bit.ly/y6S2OA
    2 Mar 2012, 12:54 PM Reply Like
  • DRich
    , contributor
    Comments (4610) | Send Message
     
    While we're all sitting around watching nothing happening, I thought I'd throw this out there for consideration. My interest is in heavy transportation. First the rails and now another potential market for Axion to help out with. The deep blue sea.

     

    http://onforb.es/A4BikW

     

    It may not be container sized PowerCubes I envision running hybrid electric drives but it is a good market idea and can use storage. PCs the size needed for a home? Just a thought.
    2 Mar 2012, 01:11 PM Reply Like
  • SMaturin
    , contributor
    Comments (2297) | Send Message
     
    I have had similar thoughts about the application of the PbC technology to sailboats. In a boat, the weight of the battery is less critical than in a car, and might actually be used to advantage with thoughtful design.

     

    Many small sailing yachts have keels cast of lead, to give the proper ballast and moment of inertia to counteract the force of the sails. They also require on board batteries to run the electrical systems and start the engine. Many boat owners end up putting solar panels or small wind mills on board to keep the batteries charged. Otherwise, the engine has to be run for a period every day to charge the batteries, even if one is on a long open ocean sail where the engine would not otherwise be required.

     

    What if a sailboat were designed to use the weight of the PbC batteries down low in the bilge or keel, and could be powered primarily by the batteries running an electric engine (or a hybrid system)? It is even conceivable that regenerative charging could be obtained from the propeller when the boat is under sail, like regenerative braking in cars, such that an internal combustion engine might rarely be needed at all.

     

    While such an application is years away, it might also be scaled up effectively to use in sail-driven hybrid commercial transport.
    2 Mar 2012, 01:25 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    DRich: "Just a thought"

     

    And a good one IMO. I've always wished that the power supplies for my computers could just go away as they are one of the common failure points, along with on-board dielectric capacitors that always seem to be sized for "barely big enough".

     

    Getting more and more things to run on DC with fewer conversions saves not only energy, but expense and increases reliability I think.

     

    And think about this re your "heavy transportation": big tankers can take over a mile to slow and stop. Imagine the regenerative energy available from those big props if they drive a generator. Might need bigger battery capacity. And when they start to go again, imagine the fuel savings as the batteries act as an e-assist, reducing fuel use during acceleration.

     

    Win, win, win.

     

    BTW, I don't thing the "size and weight" are mission critical here - the batteries could act as ballast, if low down near the keel, so Li-ion may not be the best solution.

     

    Fun spitballing,
    HardToLove
    2 Mar 2012, 01:36 PM Reply Like
  • DRich
    , contributor
    Comments (4610) | Send Message
     
    >SMarurin ... Presently there exists about 60k hybrid drives marine systems in use. Some 90% of them use LABs. Li-on is coming on but from what I've been able to gleen, the sea air is not friendly. Sailboats are the largest in number (even have regen abilities) but there are several 100+ foot yachts running around. I'd like to see hybrid tugs and freighters.
    2 Mar 2012, 01:38 PM Reply Like
  • DRich
    , contributor
    Comments (4610) | Send Message
     
    >H.T.Love ... That is how sailboats do it most of the time. There are other regen systems that use turbines. The biggest use for a proper regen system at sea is not stopping, it is wave action. Electrical assisted up one side, regen down the other. Done with steady powerbanded diesels and some sort of inertia system. It makes the power of a locomotive regen brake system look like a match in a forest fire.
    2 Mar 2012, 02:13 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    Never thought of that. I'll tell ya', the more I learn the less I know! :-))

     

    But it's always been that way.

     

    HardToLove
    2 Mar 2012, 02:16 PM Reply Like
  • DRich
    , contributor
    Comments (4610) | Send Message
     
    >H.T.Love ... Another fuel saving to shipping using electric drive thruster, like you find on cruise ships, would be in harbor (low speed) maneuvering. Would make the green contingent happy in reducing oil in harbor water. Hopefully it would be battery powered.
    2 Mar 2012, 02:32 PM Reply Like
  • Mr Investor
    , contributor
    Comments (2739) | Send Message
     
    If Vani's hands are already full, then maybe it's a job for RoseWATER. ha
    2 Mar 2012, 03:08 PM Reply Like
  • 481086
    , contributor
    Comments (3447) | Send Message
     
    http://bit.ly/yh93Hc More indication of AGM production expanding to meet Stop-Start market...
    2 Mar 2012, 02:19 PM Reply Like
  • John Petersen
    , contributor
    Comments (30187) | Send Message
     
    That was one of the DOE grant funded upgrades.
    2 Mar 2012, 02:47 PM Reply Like
  • 481086
    , contributor
    Comments (3447) | Send Message
     
    Copy that John. For me, every additional pixel that gets filled in helps to bring the big picture more positively into focus. In this case the big picture for me being that the Start-Stop / micro hybrid tsunami is real and not a myth or mirage, and is getting closer every day. Getting the first part (mass proliferation of SS/MH) even more nailed down helps fortify my hope/belief that PbC is sure to find its way into some of them...
    2 Mar 2012, 03:08 PM Reply Like
  • LT
    , contributor
    Comments (5014) | Send Message
     
    and correct me if I am wrong, but the PbC can be installed in these AGM batteries on these lines too.
    2 Mar 2012, 03:10 PM Reply Like
  • John Petersen
    , contributor
    Comments (30187) | Send Message
     
    That's one of the real beauties. Exide, JCI and others are spending hundreds of millions of dollars building plants that are potential PbC electrode assembly customers. Without existing AGM plants, Axion would need to build both electrode facilities and battery plants. With the AGM plants the only thing we need is automaker demand and a plant owner that's willing to partner.
    2 Mar 2012, 03:17 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2074) | Send Message
     
    Just added a bloc of 20K @ .3802.

     

    Disclosure to potential AXPW investors: Reporting this transaction is in keeping with the spirit of this Concentrator and does not imply any recommendation on my part regarding price bottoms, etc. The price valuation was right for me as I continue to build a long-term core holding in AXPW. Your own due diligence is required and this Concentrator will be very helpful in that regard.
    2 Mar 2012, 03:34 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6004) | Send Message
     
    Very nice Mercy.
    2 Mar 2012, 03:47 PM Reply Like
  • LT
    , contributor
    Comments (5014) | Send Message
     
    That settles it folks....both HTL bought yesterday & MJ today....the bottom is officially in !!! LOL

     

    p.s. MJ are you for hire? after reading that well written disclaimer send me a resume....and start packing, as I will hire you instantly!!
    2 Mar 2012, 03:48 PM Reply Like
  • Tim Enright
    , contributor
    Comments (1356) | Send Message
     
    Mercy, nice to know another 20k went into strong hands...
    2 Mar 2012, 06:40 PM Reply Like
  • carlosgaviria
    , contributor
    Comments (799) | Send Message
     
    I think the same.

     

    Mercy: Congratulations, great buy.
    2 Mar 2012, 08:07 PM Reply Like
  • Lafferty
    , contributor
    Comments (253) | Send Message
     
    Interesting note from Bank of America's downgrade of A123:
    "A123's focus on ancillary services is one of the smaller applications in the grid storage world and perhaps not best suited for lithium-ion batteries."
    I like the sound of that second part.

     

    http://bit.ly/zpWZcI
    2 Mar 2012, 03:52 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    200K @ $0.3712 15:57:06

     

    HardToLove
    2 Mar 2012, 03:58 PM Reply Like
  • Mr Investor
    , contributor
    Comments (2739) | Send Message
     
    And so our big holder continues to sell. 200k shares at $.3712. Wonder who it is, and more importantly, how many more shares to go?

     

    Of course, we also have a big buyer(s), but at continued lower prices.

     

    I like how none of us catfish were sucked into buying at the inflated ask there near the end. Nice job.
    2 Mar 2012, 04:00 PM Reply Like
  • jakurtz
    , contributor
    Comments (1930) | Send Message
     
    That was a massive flurry of craziness. It looked to me like the market maker got a buy order of 200k and had to do some crazy contortionism to get all the shares he needed to execute the trade.
    2 Mar 2012, 04:01 PM Reply Like
  • Articula
    , contributor
    Comments (250) | Send Message
     
    Not sure if this has been mentioned: Front page of the online WSJ. Link:http://WSJ.com

     

    GM pulls plug on Volt

     

    Boy that didn't take long!
    2 Mar 2012, 04:04 PM Reply Like
  • wtblanchard
    , contributor
    Comments (2431) | Send Message
     
    http://onforb.es/zjs5Ts

     

    "Temporarily"
    2 Mar 2012, 04:11 PM Reply Like
  • bazooooka
    , contributor
    Comments (2776) | Send Message
     
    Fisker and Tesla still have the Hollywood crowd. I'm sure their prospects will be bleak also once they try to move toward mass market. I view articles like the one below as a contra-indicator.

     

    http://yhoo.it/wB3oMw
    2 Mar 2012, 05:34 PM Reply Like
  • jlyleluce
    , contributor
    Comments (260) | Send Message
     
    Seems the MM has propped up the closing price both yesterday and today. Last trade appears to be 5000 @ .37 rather than the 100 shares traded at closing at .40. A .03 differential seems like a fairly large amount, can't speak for historical numbers, as don't have access.
    2 Mar 2012, 04:57 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    JLL: Last trade 100 @ $0.40 15:59:16.

     

    Looks like your thoughts about the possible low are much closer.

     

    I think we have to assume that the current crop that bought the latest issuance don't have the profile similar to that seen in the past.

     

    If that be the case, all I've been thinking that might support us around the $0.39-$0.42 level goes out the window.

     

    From my POV, I think viewing the current scenario like the Nov-Dec time might be closer to reality now.

     

    HardToLove
    2 Mar 2012, 05:04 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » Onward we go to a fine article by bangwhiz in the next Concentrator:

     

    http://seekingalpha.co...
    2 Mar 2012, 05:47 PM Reply Like
  • jlyleluce
    , contributor
    Comments (260) | Send Message
     
    Maya,
    link doesn't seem to take us to next concentrator.
    2 Mar 2012, 06:18 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » I experienced a few problems in creating the next Concentrator; twice I got timed out and had to start all over. This has never before happened.

     

    The link should now work. But just in case, here's the link again:

     

    http://seekingalpha.co...
    2 Mar 2012, 06:24 PM Reply Like
  • Tim Enright
    , contributor
    Comments (1356) | Send Message
     
    According to your instablog index, 73 does not yet exist...
    2 Mar 2012, 06:51 PM Reply Like
  • 481086
    , contributor
    Comments (3447) | Send Message
     
    I will confirm JLL's observation with one wrinkle: maybe 20 minutes ago I clicked on the link to 73 and was taken there just fine. Saw no comments other than Maya's paste of HTL's last comment above. I closed out the window after reading Bang's article, then just tried both links above just now. Neither will bring me to 73, only to Maya's index page. So I would posit that SA is having some general problem at the moment..
    2 Mar 2012, 06:31 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    Maybe, but he's more likely dealing with correcting several typo's that my lousy article editing missed. I think he's taking a break and sipping on a cocktail right this minute - wishing the whole thing would just go away!
    2 Mar 2012, 07:06 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » whiz: Ya just have to keep banging away. Yesterday, I recieved three new set top boxes from Verizon for my new flatscreens. I tried everyway imaginable to get all three working.

     

    I relented and then called Verizon. If you knew of my past history with this company, you know I was tearing my hair out having to make that call.

     

    Guess what? Verizon's remote starting up of set top boxes was down. It took 54 minutes for the Verizon rep to manually get the set top boxes working properly. I probably spent two hours before that.

     

    I'm not a battery geek or a computer geek, their ain't no geek red cells in my blood, but somehow, I am being forced to be both. I better go get my blood checked; is it still AB positive?
    2 Mar 2012, 07:34 PM Reply Like
  • LabTech
    , contributor
    Comments (1777) | Send Message
     
    "I'm not a battery geek or a computer geek, their ain't no geek red cells in my blood, but somehow, I am being forced to be both. I better go get my blood checked; is it still AB positive?"

     

    Maya,
    Would that be AB (Axion Battery) Positive?? ;-)
    4 Mar 2012, 10:21 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » Great one, Lab! Hilarious.
    4 Mar 2012, 10:28 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17886) | Send Message
     
    Well, if you were true blue it would be AB Negative.

     

    Think about it.

     

    HrdToLove
    5 Mar 2012, 04:45 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » Something glitchy is going on. Both above links work for me. I see in my Instablog list that APC # 73 was fired up at 5:44 PM.
    2 Mar 2012, 07:05 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » Okay. Both the above links work for me, and take me to APC #73. Yet when I come in with a new window, the APC is not listed in my list of Instas. Quite weird.

     

    I'm going to try to copy and paste the Insta once again. It'll be a few minutes.
    2 Mar 2012, 07:11 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    Your browser cache was probably pulling up the old page, not the current page. That can be quite frustrating.
    2 Mar 2012, 07:14 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » I have re-uploaded APC #73. Here is the link:

     

    http://seekingalpha.co...

     

    Can you guys access it now?
    2 Mar 2012, 07:14 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    Yep. I'll try it again to be certain after I clear my cache.
    2 Mar 2012, 07:16 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » Very odd that the APC received 4 thumbs up, before I re-uploaded the next APC. Definitely quirky. And now 5 thumbs up. Somebody is getting in.
    2 Mar 2012, 07:17 PM Reply Like
  • bangwhiz
    , contributor
    Comments (2248) | Send Message
     
    Yes, it works perfectly.
    2 Mar 2012, 07:18 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » Excellent! Thanks, bang.
    2 Mar 2012, 07:20 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2074) | Send Message
     
    Maya, the link is not working for me. It takes me to your index list rather than #73.
    mj
    2 Mar 2012, 08:16 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » MJ: I can't even sneak in and make a few changes!

     

    Likely, that was what I was doing when your were trying to link up. So the Insta was on "busy" for a moment or two while I was updating.

     

    Try it again. I think it'll work.
    2 Mar 2012, 08:20 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2074) | Send Message
     
    Nope -- I am still getting your index 8:24 pm ET.
    2 Mar 2012, 08:24 PM Reply Like
  • Stilldazed
    , contributor
    Comments (2127) | Send Message
     
    Me too.
    2 Mar 2012, 08:26 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » Try the above links again, please, anyone.

     

    Think I fixed it.
    2 Mar 2012, 08:29 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2074) | Send Message
     
    Maya, FYI I just received a Google Alert that your #73 was posted and when I click on that link it works and I can see it! Here is the link in the alert: http://seekingalpha.co...
    2 Mar 2012, 08:30 PM Reply Like
  • KentG
    , contributor
    Comments (368) | Send Message
     
    Worked for me Maya. Thanks 8-)
    2 Mar 2012, 08:36 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » Perfecto! Thanks, Mercy.

     

    I have to be honest. I forgot to hit "Submit Instablog" after I made a couple of changes. Phone call, Sixers game celebrating the 50th anniversary of Wilt Chamberlain's 100 point game, sis coming tomorrow...gotta clean, it's Friday...Happy Hour...New 65 incher, woowee! I just plum forgot that I did not hit submit.

     

    Apologies to everyone.
    2 Mar 2012, 08:38 PM Reply Like
  • 481086
    , contributor
    Comments (3447) | Send Message
     
    Didja go 3D?
    2 Mar 2012, 09:18 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9913) | Send Message
     
    Author’s reply » Yep. Panasonic Viera. Only watched a little of ESPN 3D so far. Pretty cool. TV won 2010 TV of the year. I got it for about half the original price.

     

    The 3D technology makes the 2D picture better. Let me put it this way...the 2D rocks! I'm sure Avatar in 3D will, too.
    2 Mar 2012, 09:38 PM Reply Like
  • 481086
    , contributor
    Comments (3447) | Send Message
     
    Cool! Ain't capitalism grand? ;)
    2 Mar 2012, 09:50 PM Reply Like
  • superwedgie
    , contributor
    Comments (7) | Send Message
     
    Regarding John's appraisal a little while ago .

     

    I completely concur with the assessment should things have gone the way we wanted them to.
    My question would be (assuming the battery does exactly what we think it can do) when might we see the first OEM order, and in your opinion would it put into play a series of events allowing the same kind of movement, or would it simply now start moving up very swiftly, as the commercialization would have been proven ?

     

    " John Petersen January 6 at 5:32am Ah yes, the question of the ages. What is the stock worth?
    I don't know is the easy and straightforward answer.
    In my experience big illiquid private placements go off at 1/2 of the anticipated stabilized market price for market sized blocks of freely transferable stock. That tells me the 2009 placement at $0.57 should have put a rock solid $1.20 floor under the stock. We had one for about four months in early 2010 and then all hell broke loose because a couple big holders were pushing and shoving around the pay window.
    With a base of $1.20, a relationship the size of Norfolk Southern should have been enough for a 50% bump into the $1.80 range. They chose Axion where Enersys had failed and to the best of my knowledge Axion's the only battery company active in the railroad space.
    With a base of $1.80, the joint presentation with BMW in Istanbul should have been worth another 50% to 100% because first tier automakers never wrap their arms around a technology before there's even a product.
    Now factor in GM, PJM, Viridity and Rosewater and take a haircut for the fact that additional financing will be needed. The number is still north of $3 but I'd be reluctant to guess how far north."
    3 Mar 2012, 11:47 AM Reply Like
  • John Petersen
    , contributor
    Comments (30187) | Send Message
     
    An old broker friend of mine is fond of observing that stocks have three values – overvalued, undervalued and fairly valued – but they only see fairly valued during a brief moment in time when they're making the transition from one extreme to the other.

     

    While it's a decidedly minority view, I've come to believe that supply and demand dynamics are far more important than business events when it comes to stock price. They're also far less predictable.

     

    Axion has had some very major events over the last two years including the June 2010 announcement of a relationship with NS, the September 2010 release of BMW testing information and the November 2011 deployment of the first behind the meter frequency regulation resource in the country. Trying to tie stock price performance to those clearly identifiable important events is tough.

     

    Over the last two years there have been far too many willing sellers at low prices. Most of the buying has come from people with higher expectations. When the last of the willing sellers runs out of stock, the expectations of the buyers will become the dominant market force. Until then we languish.
    3 Mar 2012, 12:07 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6004) | Send Message
     
    Here is an interesting article on the market situation for European Auto Manufacturers:

     

    Screws tighten on European automakers
    http://tinyurl.com/6pz...
    4 Mar 2012, 01:09 PM Reply Like
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