Seeking Alpha

geopark

geopark
Send Message
View as an RSS Feed
View geopark's Comments BY TICKER:
Latest  |  Highest rated
  • Axion Power Concentrator 391: Mar. 01, 2015 [View instapost]
    Agree with EM Mr. Holty . . "Good stuff", thanks for sharing with us.
    Apr 8, 2015. 09:51 AM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 394: Apr. 2, 2015 [View instapost]
    APH,

    Thanks again for this edition and for all your work. It has been a daily read for me since I discovered it years ago and continues to be.

    As illustrated by the recent contributions of Dr. Buiel as well as the precedent contributions of Mr. Averill, the Concentrator has more to offer, despite the state of the company and its stock.

    I do hope, as others have expressed, that the Concentrators continue and are not put out to pasture prematurely. Perhaps a 'natural' death would be an end of meaningful comments which is clearly not the case as of yet. I appreciate Mayascribe's comment about "no cursing or personal assaults or name calling allowed" being a ground-rule but perhaps allowing a more free form forum, i.e. Trolls allowed, would lighten your load enough to convince you to continue.

    I doubt I have the time or skill set to take over your duties but if I could be of some lesser assistance which would facilitate the continuation of the Concentrator please PM me and I will offer what I am able.

    Best, geopark
    Apr 2, 2015. 05:16 PM | 8 Likes Like |Link to Comment
  • Axion Power Concentrator 392: Mar. 14, 2015 [View instapost]
    Wayne,

    Thanks as always for your thoughtful comment.

    Took a quick look at UWTI on Investopedia and two things caught my attention:

    "uses financial derivatives and debt"
    " high-risk trade . . should not be approached as (an) investment"

    http://bit.ly/1Fsky9C

    High risk does not scare me, "derivatives and debt" does.

    I agree with you that oil prices will rise again but the devil is in the timing and with my money I am betting on a longer time frame vs. a shorter one (say >1year).

    With that thought I am building an investment (not spec) position in CVX and I have a friend building a position in COP (both ~4/5% dividend). I believe both may fall further in /share price but as a long hold will do well.

    As to a potential recoup of my spec Axion losses (still paper but I am not delusional) I am looking at OCAT:

    "clinical stage biotechnology company focused on the development and commercialization of new therapies in the field of regenerative medicine."

    I like the Robert Lanza story (Brilliant scientist) and the fact that they brought in a businessman as Pres/CEO last July (temping to speculate what would have happened if Axion had done the same in a timely manner). With your interest/knowledge in health care I would be interested in your thoughts (either publicly or by PM) if you care to look at OCAT .

    Best in all . . geopark
    Mar 16, 2015. 12:14 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 390: Feb. 22, 2015 [View instapost]
    Thanks for the question Raleigh and the links VW. I have been wondering how to fill the daily free 30 minutes since posting here has slowed.

    So many familiar and trusted names (including Mercy J) posting at QuickChat and a much broader horizon.

    Good trading/investing all.
    Mar 1, 2015. 03:56 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 387: Jan. 25, 2015 [View instapost]
    Don't know what it means but this is something to behold.
    Jan 30, 2015. 09:43 AM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 387: Jan. 25, 2015 [View instapost]
    Too funny ii, I happily yield the floor . .
    Jan 27, 2015. 03:55 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 387: Jan. 25, 2015 [View instapost]
    Interesting volume today, will look forward to your commentary tomorrow H. T.
    Jan 27, 2015. 12:41 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 387: Jan. 25, 2015 [View instapost]
    Great thought ii, how about a black lab named Carbon, sired by Diesel.
    Jan 27, 2015. 12:39 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 387: Jan. 25, 2015 [View instapost]
    To each his own GA, I respect your opinion by choice, you have no obligation to respect mine.

    Am I a dreamer, sure
    An I deluded, possibly
    Do I enjoy life 'warts and all', absolutely
    Jan 27, 2015. 12:37 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 387: Jan. 25, 2015 [View instapost]
    As an adjunct to WayneinOregon's 'philosophical waxing' of yesterday about the passing of Mr. DiGiacinto:

    http://bit.ly/1Bk4bWN

    A tragic day for his family and friends, my deep condolences to each of them. Thanks all for the thoughtful comments about him posted on these pages.

    I was quite excited for our investment in this company when Mr. DiGiacinto took the helm and I have no doubt that we are better off for his tenure. His passing is a blow to the company, of that there can be no doubt, I do not however see it as the death knell for Axion. I remain at peace with this investment . . speculative it began, speculative it remains, and while I readily acknowledge the possibility of a 'fail', the story is not yet fully told.

    Holding AXPW (4.1Ksh), AXPIW (2.5Ksh), no B's

    Another great story about death and the afterlife, The Twilight Zone episode "The Hunt" with Mr. Simpson and his dog Rip:

    http://bit.ly/1Bk4bWP)

    Best to all . . geopark
    Jan 27, 2015. 11:22 AM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 385: Dec. 29, 2014 [View instapost]
    Interesting, the use and emphasis of the word prosperous at this particular new year onset. I do not recall using the word in my normal greetings to family and friends at this annual juncture in years past but beginning yesterday the word entered my lexicon through a port unknown, first in a toast to 2015 with a most close friend and since to all in oral or written word.

    And so, to my Axion Power Concentrator friends, I wish you all good health, happiness, and prosperity in 2015.

    Best,

    geopark
    Jan 1, 2015. 02:55 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 384: Dec. 17, 2014 [View instapost]
    Thanks HTL, my 4K number was a sum. OMX:

    "OMX AB (Aktiebolaget Optionsmäklarna/Helsinki Stock Exchange) is a Swedo-Finnish financial services company, formed in 2003 through a merger between OM AB and HEX plc and is a part of the NASDAQ OMX Group since February 2008."[Wikipedia]

    Wonder if our friend Hugh Sharman is buying/talking? I know, I know, my conspiracy theory colors are showing again.
    Dec 19, 2014. 09:54 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 384: Dec. 17, 2014 [View instapost]
    Neither news nor new (article dated 4dec), but perhaps this is the cause of this mornings action, news to someone/reminder to others? Good article really, I like this Mr. Keares.

    http://bit.ly/1z8JvFi
    Dec 18, 2014. 12:12 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 384: Dec. 17, 2014 [View instapost]
    HTL . . Know nothing unknown here but . . I like this action, especially the two new "MM/exchanges". Was this last flurrry of 4Ksh @+/-1.26 (11:29-
    11:32) the new MM's?
    Dec 18, 2014. 11:39 AM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 383: Dec. 07, 2014 [View instapost]
    JamesBBecker & others,

    As a follow up to our thread on 11/12dec as to Mr. Hugh Sharman being a potential Axion sales ally in Europe. I had a nice exchange of emails with him over the weekend and offer the following excerpts:

    Dear Mr. Sharman,

    I am interested and encouraged by your comments on the article:

    The Axion PowerCube will provide energy storage for largest solar farm in Pennsylvania

    As a caveat, I am an Axion Power shareholder, have been since feb2010, and am deep with unrealized losses so clearly I have a personal interest in seeing the company succeed. Your Company website and your personal resume are impressive but I do wonder at no listing of projects since 2008, nonetheless, I would encourage you to contact Axion directly with your queries. You may know that a new CEO has been in place since august2014 and he seems to understand better than the previous CEO the need to work with potential 'clients' and disclose critical information (e.g., as per your comment: "more transparency over the costs"). I invested in this company because I believe it is indeed a disruptive technology which has the ability to positively impact our world both environmentally and in the business sector. Although my engineering/technical skill in this area is limited there is a very active group of engineers and others, some who seem to understand the technology quite well, who write and comment regularly on the Seeking Alpha Instablog.

    It was in fact a very thoughtful participant of the Instablog, JamesBBecker, who brought your comments to my attention. If there is anything I can do to assist you in making the needed contact with Axion Management or in any other way please feel free to call on me, I would be happy to assist.

    Again, thank you for your comments,

    George Parkington

    P.S. Unless you object I will early next week copy this email to
    JamesBBecker as a courtesy.

    . . .

    Dear Mr Parkington,

    My website is disgracefully out of date. I really must make that one of my New Year resolutions. I attach a mini-CV which explains what I have done since 2008, most of it, until 2012, with Prudent Energy which (at the time) I regarded as the only serious contender for global vanadium flow battery supremacy!

    Yet another dud, I fear!

    My original optimism about Axion was fired up by my deep respect for the Great John Petersen whose writings at Seeking Alpha are (were, unfortunately) one of the few sane voices in the world of electricity storage which (IMHO) is largely (not totally!!) inhabited by fantasists, crooks and liars. Objectively, its technology is disruptive. The price and abundance of lead, the maturity of its industry and its ubiquity are all in its favour. Its weaknesses and disadvantages are well known.

    Giving lead acid technology the characteristics of a flow battery in terms of cycling performance and life (or at least moving lead acid in that general direction), is bound to succeed in the end. At the end of the day, as John Petersen observed, the price of el-storage will depend on the cost of materials of construction because Moore's Law does not apply to the Periodic Table. Had I been more astute 10 years ago, I would certainly have been less bullish about VFBs.

    It appears that Axion's management is getting into a crowded field where (for them and their acolytes) loss leaders are OK and 20 year, 14 year (or whatever painfully long payback times and low IRRs) are a sign of better things to come, rather than flashing yellow lights warning of financial Armageddon.

    That said, I cannot claim any deep insight into the workings of Axion in recent years. That is why (after relative silence) I originally welcomed the news supplied at the forum and why it has (once again) disappointed.

    You are welcome to get back in touch and also share my thoughts with your fellow-investors and colleagues.

    Kindest regards,

    Hugh Sharman

    . . .

    Hello Mr. Sharman,

    I certainly have no more 'in' than you with Axion but if it would be of value to you would be happy to contact Mr. DiGiacinto or Mr. Dantam (sales mgr) as a long time shareholder and make an introduction for you.

    Also, have you communicated with John Petersen? I speak with him from time to time and would be equally happy to make an introduction for you with him as well. You would find him friendly, helpful, and as thoughtful as his writing indicates.

    George

    . . .

    George,

    I have corresponded and spoken with John P. As you say, he is friendly, open to fresh challenges and extremely knowledgeable. I am not too sure that I can help Axion. Their present situation (as you describe and illustrated by the postings on the LinkedIn forum) reminds of several, similar, messy situations at a number of other startups that I have encountered recently, but would be glad to help if Mr DiGiacinto is OK with that.

    Kind regards and thanks for your interest!

    Hugh

    ps. I wonder whether their IP would/could be of value to East Penn whose Ecoult "ultra-battery" is a more advanced rival. IMO only, I hasten to add! I am in close correspondence at this moment with Ecoult.


    Thoughts:
    As I said before, one never knows, this was a most pleasant exchange and whatever did or did not come of it as to the ultimate fate of Axion is immaterial. I remain strangely optimistic about Axion, with the usual 'this is a spec, home run swing play, and if I lose, I lose' caveat.

    Change has come in the form of our new CEO, what will come of the change is yet to be seen but I remain hopeful that legacy shareholders will ultimately share in the success.

    Dec 16, 2014. 08:07 PM | 15 Likes Like |Link to Comment
COMMENTS STATS
321 Comments
64 Likes