Axion Power Concentrator 244: June 14: Axion Power Reports First Quarter Results For 2013 [View instapost]
My commute is fairly normal. I live in rural suburb and commute approximately 13 miles one way. For the first 11 miles of my commute I take less busy roads and I encounter 3 lights where I generally hit 2 of them. The final 2 miles has 6 lights and for the last week I hit 4 of them on average. So I average 6 lights/11 miles or 1 S/S event per 2 miles. We are moving this fall and my commute will be 6 miles and I will hit approximately 11 lights. Assuming hitting half I would be at the 1:1 ratio. If I was at a 5:1 ratio I'd be biking.
Axion Power Concentrator 244: June 14: Axion Power Reports First Quarter Results For 2013 [View instapost]
I assume that if ePower was ready to go to market with their new engine they wouldn't have to reapply for EPA certification?
If they would be forced to reapply to the EPA this would take quite a while for them being able to sell under that banner but I don't know if they would need it. I bought into Navistar in the summer of 2012 based on the assumption that approval from the EPA was imminent on their new engine. Originally NAV was going for an EGR engine and sued the EPA as the EPA was certifying the SGR engines which they had deemed inferior. They then switched to SGR and filed in Jan 2012, refiled in May 2012 and finally received approval in April 2013.
Axion Power Concentrator 243: June 11: Axion Power Reports First Quarter Results For 2013 [View instapost]
The order is for the second set. The 1,400 mile trip is really easy to figure out.
Go to Google maps and type in the distance from Florence, KY to New Market, IA (which is where Keane Thummel Trucking is located) and based on the three options you get 667-724 miles. I think they did a roundtrip from factory to customer and back.
Axion Power Concentrator 243: June 11: Axion Power Reports First Quarter Results For 2013 [View instapost]
My understanding is that the fines to auto mfgs are cumulative and therefore much more costly thereby making it more important. I have no idea if their threshold is easier to obtain that others but its my understanding.
Axion Power Concentrator 241: June 4: Axion Power Reports First Quarter Results For 2013 [View instapost]
The only problem with that is when TSLA starts shipping to Europe and Canada. Not sure if they are yet but I thought that was a summer timeframe. I thought 8k of their 20k orders as of Jan was non-North America.
Axion Power Concentrator 240: May 30: Axion Power Reports First Quarter Results For 2013 [View instapost]
Mr. I- I missed your comment about OHRP. When I contacted Marcum about a delayed webcast/slides/listening I was told it was not available and stopped there. I assume that if they were not going to webcast it they wouldn't let the companies.
Axion Power Concentrator 240: May 30: Axion Power Reports First Quarter Results For 2013 [View instapost]
Naked-
That is just in one room of the conference. There are 9 others like it.
The room they are presenting in has a probable capacity of 80 people. The key is hopefully one larger fish who takes something away and does more research.
Axion Power Concentrator 240: May 30: Axion Power Reports First Quarter Results For 2013 [View instapost]
As I said above. Attendance by invitation only and therefore no webcast.
At the same time there is an agenda run by Marcum somewhat for the companies themselves. Unfortunately the best session for TG to attend is when he is speaking at 3:00.
Investor Communication in the Age of Social Media 3:00-4:00
Moderator: Bradley Smith, PR Newswire
Speakers: Thomas Runzo, Equisolve David Gentry, RedChip Companies Deborah Meshulam, DLA Piper Jeff Corbin, KCSA
•What you can and cannot say or do •Implementing effective shareholder targeting Strategies •Building liquidity in a micro cap stock •Methods to communicate with shareholders and prospective shareholders
Axion Power Concentrator 240: May 30: Axion Power Reports First Quarter Results For 2013 [View instapost]
Actually at 3:30 and invitation only. There are 10 rooms in use at the same time. Companies are somewhat sorted by industry. Other companies in the same room at different times of the day:
9:00 am - 9:30 am Texas Rare Earth Resources Corp (TRER) 9:30 am - 10:00 am Lightbridge Corporation (http://bit.ly/w0C354) 10:00 am - 10:30 am Trio Resources Inc. (TRII) 10:30 am - 11:00 am OTC Markets Group Inc (OTCM) 11:00 am - 11:30 am WidePoint Corporation (http://bit.ly/ZwoFix) 11:30 am - 12:00 pm Document Security Systems, Inc. (http://bit.ly/12RNjGX) 12:00 pm - 1:30 pm Lunch 1:30 pm - 2:00 pm Acorn Energy, Inc. (http://bit.ly/ZwoFiz) 2:00 pm - 2:30 pm GreenHunter Energy, Inc. (http://bit.ly/12RNjGY) 2:30 pm - 3:00 pm TBD 3:00 pm - 3:30 pm Puresafe Water Systems Inc (PSWS) 3:30 pm - 4:00 pm Axion Power International, Inc. (AXPW) 4:00 pm - 4:30 pm Pulse Seismic Inc. (PLSDF) 4:30 pm - 5:00 pm Profire Energy, Inc. (PFIE)
As you can see they are lumped in with some other energy plays. I acutally sold some Pulse Seismic to buy some of my AXPW stake last summer.
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
Stefan- Thanks for pulling out these comments from the S1. Compare this the Q1 results earlier.
From the Q: Our hybrid passenger vehicle work has entered a new phase. The OEM, in an anticipated effort to insure they will not have a “sole source” issue, has asked us to pursue with them, an alternate provider of our final product. Since this initiative is in keeping with our long stated future strategy (“to become the leading supplier of carbon electrode assemblies for the global lead-acid battery industry”), we embraced the process. We are a few months into that program and it is going well."
Nothing about customers other that customer #1. I don't even care if it one mentions names but simply saying that you are working with more than 1 means its not a limited market. You can take the part Stefan posted in the S1 and add in the paragraph prior to explain why automakers care and that hopefully one will be part of the solution. This is the first time where I've seen how much it would cost an automobile mfg to be out of compliance. Take the slide #10 from the investor presentation update it with as current #s are one could get and show potential fines for the next few years. Show how decisions need to be made 1-2 years earlier to hit production dates.
Give me a few hours and I could put together a nice paperwork showing the potential market. Slides 11-18 don't help the average consumer who is interested in the company. Give me a deck that is 10 pages that says that the if nothing changes into the automotive space between now and 2015 automakers will have fines of X and in 2017 in the US fines of X. Then show potential market of how many cars sold in these markets. They do something like a proforma of 1%, 10%, 20% marketshare. Show us the size of the tractor marketplace for ePower and S/S and locomotives. With 3 minutes of searching I see that there are 25k locomotives in the US Fleet, with approximate 800-1000 locomotives purchased/year from 2005-2009 with 1/3 of the fleet at 25 years+ of age and the thought that the fleet will last 25-30 years with rebuilds every 10 years. Tell me that 10% of that market is 80 locos a year at 60 batteries/loco, etc. Tell the different parts of stationary marketplace.
I want a simple 10 page document that I can send a link to my friends whom I've all told about it while having a beer at the local beer garden. I want to send them a link where they don't have to enter their email. People are suspicious and you 30% right there.
Axion Power Concentrator 239: May 24: Axion Power Reports First Quarter Results For 2013 [View instapost]
I think they will wiggle out a miracle in BK. Current mgmt owns very little of the company. Take them into a prepack DIP, have bondholders take a little haircut (say 10%) and get 5% of the new equity on emergence.
Axion Power Concentrator 239: May 24: Axion Power Reports First Quarter Results For 2013 [View instapost]
48- What is the news on XIDE? Quick search pulls up nothing. Debt printed a low of 62 from and as of right now is at 67 down from where it had stabilized around 72 when we last talked about them (and I bought a very small amount).
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
John- I agree about the goals of the current companies. You can see these guys do deals together. In fact 2 of the 4 were together on the $50M deal with A123 before BK.
Axion Power Concentrator 244: June 14: Axion Power Reports First Quarter Results For 2013 [View instapost]
The only problem is daycare is the other way and I don't have a bike that can carry three little kiddo's.
Axion Power Concentrator 244: June 14: Axion Power Reports First Quarter Results For 2013 [View instapost]
We are moving this fall and my commute will be 6 miles and I will hit approximately 11 lights. Assuming hitting half I would be at the 1:1 ratio. If I was at a 5:1 ratio I'd be biking.
Axion Power Concentrator 244: June 14: Axion Power Reports First Quarter Results For 2013 [View instapost]
If they would be forced to reapply to the EPA this would take quite a while for them being able to sell under that banner but I don't know if they would need it. I bought into Navistar in the summer of 2012 based on the assumption that approval from the EPA was imminent on their new engine. Originally NAV was going for an EGR engine and sued the EPA as the EPA was certifying the SGR engines which they had deemed inferior. They then switched to SGR and filed in Jan 2012, refiled in May 2012 and finally received approval in April 2013.
Axion Power Concentrator 243: June 11: Axion Power Reports First Quarter Results For 2013 [View instapost]
The 1,400 mile trip is really easy to figure out.
Go to Google maps and type in the distance from Florence, KY to New Market, IA (which is where Keane Thummel Trucking is located) and based on the three options you get 667-724 miles. I think they did a roundtrip from factory to customer and back.
Axion Power Concentrator 243: June 11: Axion Power Reports First Quarter Results For 2013 [View instapost]
Axion Power Concentrator 241: June 4: Axion Power Reports First Quarter Results For 2013 [View instapost]
Axion Power Concentrator 241: June 4: Axion Power Reports First Quarter Results For 2013 [View instapost]
Axion Power Concentrator 240: May 30: Axion Power Reports First Quarter Results For 2013 [View instapost]
Hopefully we see/hear something from AXPW soon.
Axion Power Concentrator 240: May 30: Axion Power Reports First Quarter Results For 2013 [View instapost]
That is just in one room of the conference. There are 9 others like it.
The room they are presenting in has a probable capacity of 80 people. The key is hopefully one larger fish who takes something away and does more research.
All we need is one or two.
Axion Power Concentrator 240: May 30: Axion Power Reports First Quarter Results For 2013 [View instapost]
At the same time there is an agenda run by Marcum somewhat for the companies themselves. Unfortunately the best session for TG to attend is when he is speaking at 3:00.
Investor Communication in the Age of Social Media 3:00-4:00
Moderator:
Bradley Smith, PR Newswire
Speakers:
Thomas Runzo, Equisolve
David Gentry, RedChip Companies
Deborah Meshulam, DLA Piper
Jeff Corbin, KCSA
•What you can and cannot say or do
•Implementing effective shareholder targeting Strategies
•Building liquidity in a micro cap stock
•Methods to communicate with shareholders and prospective shareholders
Axion Power Concentrator 240: May 30: Axion Power Reports First Quarter Results For 2013 [View instapost]
9:00 am - 9:30 am Texas Rare Earth Resources Corp (TRER)
9:30 am - 10:00 am Lightbridge Corporation (http://bit.ly/w0C354)
10:00 am - 10:30 am Trio Resources Inc. (TRII)
10:30 am - 11:00 am OTC Markets Group Inc (OTCM)
11:00 am - 11:30 am WidePoint Corporation (http://bit.ly/ZwoFix)
11:30 am - 12:00 pm Document Security Systems, Inc. (http://bit.ly/12RNjGX)
12:00 pm - 1:30 pm Lunch
1:30 pm - 2:00 pm Acorn Energy, Inc. (http://bit.ly/ZwoFiz)
2:00 pm - 2:30 pm GreenHunter Energy, Inc. (http://bit.ly/12RNjGY)
2:30 pm - 3:00 pm TBD
3:00 pm - 3:30 pm Puresafe Water Systems Inc (PSWS)
3:30 pm - 4:00 pm Axion Power International, Inc. (AXPW)
4:00 pm - 4:30 pm Pulse Seismic Inc. (PLSDF)
4:30 pm - 5:00 pm Profire Energy, Inc. (PFIE)
As you can see they are lumped in with some other energy plays. I acutally sold some Pulse Seismic to buy some of my AXPW stake last summer.
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
From the Q:
Our hybrid passenger vehicle work has entered a new phase. The OEM, in an anticipated effort to insure they will not have a “sole source” issue, has asked us to pursue with them, an alternate provider of our final product. Since this initiative is in keeping with our long stated future strategy (“to become the leading supplier of carbon electrode assemblies for the global lead-acid battery industry”), we embraced the process. We are a few months into that program and it is going well."
Nothing about customers other that customer #1. I don't even care if it one mentions names but simply saying that you are working with more than 1 means its not a limited market. You can take the part Stefan posted in the S1 and add in the paragraph prior to explain why automakers care and that hopefully one will be part of the solution. This is the first time where I've seen how much it would cost an automobile mfg to be out of compliance. Take the slide #10 from the investor presentation update it with as current #s are one could get and show potential fines for the next few years. Show how decisions need to be made 1-2 years earlier to hit production dates.
Give me a few hours and I could put together a nice paperwork showing the potential market. Slides 11-18 don't help the average consumer who is interested in the company. Give me a deck that is 10 pages that says that the if nothing changes into the automotive space between now and 2015 automakers will have fines of X and in 2017 in the US fines of X. Then show potential market of how many cars sold in these markets. They do something like a proforma of 1%, 10%, 20% marketshare. Show us the size of the tractor marketplace for ePower and S/S and locomotives. With 3 minutes of searching I see that there are 25k locomotives in the US Fleet, with approximate 800-1000 locomotives purchased/year from 2005-2009 with 1/3 of the fleet at 25 years+ of age and the thought that the fleet will last 25-30 years with rebuilds every 10 years. Tell me that 10% of that market is 80 locos a year at 60 batteries/loco, etc.
Tell the different parts of stationary marketplace.
I want a simple 10 page document that I can send a link to my friends whom I've all told about it while having a beer at the local beer garden. I want to send them a link where they don't have to enter their email. People are suspicious and you 30% right there.
Axion Power Concentrator 239: May 24: Axion Power Reports First Quarter Results For 2013 [View instapost]
Axion Power Concentrator 239: May 24: Axion Power Reports First Quarter Results For 2013 [View instapost]
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]