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- Valence Technology: Uncanny Strength in a Down Market [view article]
- GE: Insider Buying Makes the Long Case [view article]
- The Market Domino Effect: Staying Ahead of the Curve [view article]
- Valence Technology: Green Stock with Potential to Bloom [view article]
- Question Marks at Valence Technology [view article]
- Will We Have Too Much Generation for Renewable Energy Projects? [view article]
loading ...Recent VLNC Articles
- Valence Technology: Uncanny Strength in a Down Market
- The Market Domino Effect: Staying Ahead of the Curve
- Question Marks at Valence Technology
- GE: Insider Buying Makes the Long Case
- Valence Technology: Green Stock with Potential to Bloom
- Will We Have Too Much Generation for Renewable Energy Projects?
- Full List of Articles »
Valence Technology: Uncanny Strength in a Down Market [view article]
this site is a joke. how many of the analysts on here are actually real? "Liam Mulcahy" anyone? ReplyExpert
GE: Insider Buying Makes the Long Case [view article]
AN ENGINEER!! YOU HAVE NO IDEA WHAT YOU ARE TALKING ABOUT. ReplyExpert
GE: Insider Buying Makes the Long Case [view article]
Kirk, it's time to go back to work..AS ReplyValence Technology: Uncanny Strength in a Down Market [view article]
The bump up is a new plant that will produce batteries for certain models of smithelectricvehicles....That, an the renewal of the Prius OEM batteries (and others) that require replacement.
On the downside, the batteries cost upwards of $900 each.
Although, the objective is to replace the lead battery as we know it which many have already decried as obsolete.
Given the strength and renewal of car batteries it won't be long until the 48 volt system is standard and the 12 volt system is a thing of the past. Reply
Valence Technology: Uncanny Strength in a Down Market [view article]
VLNC went from $1 to $4 after announcing an "order" from Tanfield they touted as being worth "$70 million in the first year" when in fact, the "order" has no minimum amount of product that is required to be purchased. Meanwhile, Tanfield's stock has imploded (from 120 pence to 6 pence) as they've overtouted their own prospects. VLNC is a $1 stock masquerading as a $4 stock. ReplyValence Technology: Uncanny Strength in a Down Market [view article]
isn't this the one where the chairman is buying his own stuff and recording it as revenue? ReplyValence Technology: Uncanny Strength in a Down Market [view article]
Your comments on VLNC are right on! This will be one big WINNER! ReplyThe Market Domino Effect: Staying Ahead of the Curve [view article]
I think some of you are missing the point about MA @ V. Revenues are based on transactions. With the expansion of 2nd and 3rd world economys developing large amounts of middle class consumers, the real potential for expansion overseas is huge. Recession, slowdown or crisis, the BRIC's may be temporarily effected, but this train is on a track that can't be stopped or turned around. Your only possbile argument may be current multiple valuation if they get to far ahead of themsleves. ReplyThe Market Domino Effect: Staying Ahead of the Curve [view article]
Anyone who claims that MasterCard and Visa are banks with heavy domestic credit card exposure just does not deserve any credibility. ReplyValence Technology: Green Stock with Potential to Bloom [view article]
Valence batteries are a different chemistry than laptop batteries, specifically for large format/mobile uses.The upside is they will not catch fire and explode in an accident.
The downside is they have much less energy density than laptop batteries. So NO WAY would they ever be used in laptops.
I suppose they might help with global warming, inasmuch as
lithium batteries will be important in hybrid cars, which will
help with global warming.
Read up on this company, because it's management seems
pretty weak. It has a 15 year history of negative earnings,
but it also has a billionaire backer so it doesn't fail. Reply
Question Marks at Valence Technology [view article]
There's no answer on reasonable price. Price always contains some kind of expectations. From my perspective the following has to be taken into consideration:* the number of all-electric and hybrid cars (or say vehicles) is going to increase exponentially over the next decade, because of increasing oil prices and global warming prevention stimulae
* the market of batteries emerging now and there're no so many playes in it
* Valence has very good battery technology (high capacity, longer duration, ecologically clean, thermally stable, microcontroller manageable)
* even by relatively conservative estimation, Valence is capable to grab battery market share of hundreds of millions dollars a year. Given projected margins of 20-30%, it brings us to 100-200 M$ of profit in few (may be even a couple of) years.
This means that in relatively near future it stocks' market share should reach a 2-4 B$, i.e. stock price of 30-40$. Reply
Davis
The Market Domino Effect: Staying Ahead of the Curve [view article]
Dear Readers,Continued growth of MA and V will be predicated on consumer demand.
MA and V, have excellent business models. Both companies have healthy stock prices as well. MA and V are based on consumer credit transactions (which should see weakness in coming months).
1. Over-spending
2. Inability to service debt
3. Default rates
4. Tighter underwriting standards
The ability for consumers to service debt will be tested. While this becomes more or less an issue for the underwriting banks, it will also effect the bottom line of MA and V. Furthermore, once a MA or V user defaults, then that customer is unable to continue transactions. Last, banks will continue to scrutinize customers with tighter underwriting standards. There will be come customers that banks will not want. These issues will effect the bottom line of MA and V.
Respectfully,
Brian A. Davis
P.S. I do not hold positions on MA and V at the time of this article. Reply
The Market Domino Effect: Staying Ahead of the Curve [view article]
How is V and MA megatrend losers when they have no credit exposure, just transactions?Reply
Credibility
The Market Domino Effect: Staying Ahead of the Curve [view article]
First question, who is Brian Davis? Exactly, unknown. Next question, what disclosures has he made about his investment positions? Exactly, none.Anyone who "publishes" an article but presents no credentials and provide no disclosures should be completely ignored. Do your own research and come to your own conclusions. So much of what you see in print and hear on the business channels is unreliable/biased. It's written or stated by individuals who are virtual unknowns and who make no disclsoure about their own or their company's positions, that you simply cannot put yourself in the position of relying on their thoughts or recommendations.
Who cares what Brian Davis wrote in his market domino "article". As an investor, you need to do your own research and come to your own conclusions. If you cannot do that, then you should give your moeny to a professional and go spend your time doing things that you have expertise in and that you enjoy doing. Reply
The Market Domino Effect: Staying Ahead of the Curve [view article]
i don't understand what you wrote about visa. pls explain, as it is not a bank. what did u mean exactly? thanks. Reply