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mrholty

mrholty
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  • Airline stocks rattled by DOJ action in US Airways-American merger [View news story]
    I enjoyed looking at the city pairs that they state will be not fair. Mostly one hub to an outer segment, many of which are out of DFW. Wonder how come they did airport pairs and not MSA's. We know that LUV is large out of Dallas Love and many of the smaller city to small city connections may have less than 5 people who fly between the city pairs daily.

    Hope for a larger industry pullback to buy back in to UAUA. Not of fan of Parker @ USAir, Anderson @ Delta and will reluctantly take Smisek at UAUA. Would feel much better if Bethune or Kellner was running the ship but Smisek has done well.
    Aug 13 02:07 PM | Likes Like |Link to Comment
  • Airline stocks rattled by DOJ action in US Airways-American merger [View news story]
    thanks for the link Chris. Seems like this is a shot across the bow for them to give up slots @ DCA and not much else. If they let United/Continental merge they should let this happen.
    Aug 13 01:30 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 258: August 7: Two Axion Forbes Articles By Tom Konrad; John Petersen On The PIPE Mechanics And Incentives [View instapost]
    Exide was also the OEM in an older version of a BMW X series from 2005-07 that my BIL had a few weeks ago. Had to take a bunch of stuff apart to get to it.
    Aug 9 04:22 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 258: August 7: Two Axion Forbes Articles By Tom Konrad; John Petersen On The PIPE Mechanics And Incentives [View instapost]
    Isn't Enders probably the closest thing to a CTO in the company today?
    Aug 8 11:59 PM | 8 Likes Like |Link to Comment
  • Axion Power Concentrator 258: August 7: Two Axion Forbes Articles By Tom Konrad; John Petersen On The PIPE Mechanics And Incentives [View instapost]
    Or the fact that those tubes at the bank couldn't have two tubes in use at the same time. So one one set of 6 people in a tube in each section with a bunch of start/stops at interchanges. Makes the bends seem simple.
    Aug 8 01:24 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 257: August 4: Two Axion Forbes Articles By Tom Konrad; John Petersen On The PIPE Mechanics And Incentives [View instapost]
    Sounds good Ed. I can't see the need for them to test Axpw lead battery and I hope that the bill of lading was simply using a standard weight that they normally use.

    However you also said that the PbC would test poorly in that test environment. Can you give some explanation why?

    If BMW is planning to use A PbC as a second battery would BMW need this testing (or similar testing) to allow it to make it in to production vehicles in Germany.
    Aug 6 11:45 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 257: August 4: Two Axion Forbes Articles By Tom Konrad; John Petersen On The PIPE Mechanics And Incentives [View instapost]
    Got had a short conversation with First Wind.

    Those wind turbines will be online this fall. According to the person they will be using a system different than batteries but wouldn't/couldn't say much more. Edit: Found an article which states they are using a D-Var system made by American SemiCondutor. Anybody know anything about this system?

    http://bit.ly/TNGKA5

    Their other installiation at Kaheawa which went live last summer does have and uses Xtreme Power batteries.
    Aug 5 04:48 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 257: August 4: Two Axion Forbes Articles By Tom Konrad; John Petersen On The PIPE Mechanics And Incentives [View instapost]
    Don't worry about it if you cannot find it easily. I've reached out to both HECO and FirstWind.

    Check out my link I added that shows the damage from Google Maps.
    Aug 5 01:04 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 257: August 4: Two Axion Forbes Articles By Tom Konrad; John Petersen On The PIPE Mechanics And Incentives [View instapost]
    I'd sure like to see Axion get piles of money to do some installs for their own Bio Super Duper Carbon Black Box.

    Anybody know if the Kahuku wind farm replaced their batteries or are they just running the turbines today without storage? A quick google search led to nothing.

    Google Maps has a great view of the damage.

    http://bit.ly/13HGhEJ

    Its merely a flesh wound!
    Aug 5 12:53 PM | 4 Likes Like |Link to Comment
  • Alco's 50% Off Book Sale Represents Opportunity For Investors [View article]
    I bought ALCS in a tiny amount last year based on a screen and understand all the comments here. There is one store in my state (and I've been there) and the nearest ALCO is probably 75 miles away.

    Like the previous post they kind of try to be a small, local version of Walmart in that they carry one or two of everything. The store that I have been to is actaully a new store as well, it looks nice from the exterior (good) but the interior has the same flaws as dkwilk. Not organized, items not stocked, etc.

    My guess is that their inventory is not worth what they have it valued at nor could they really sell of their inventory as the demand isn't there.

    I bought the stock hoping for a mgmt change and turnaround. I understand margins are tight (and I don't see them reverting with current mgmt). Mgmt needs to offer store mgrs a incentive program (take last 3 years sales) and get a cut of margin above it. I guarantee you the stores will look better, drive more revenue. I expect their clientelle is mostly older and last minute shoppers who don't want to go 45 minutes to Walmart or don't want to shop on Amazon.

    Where the one store is in the state you can find another 30 towns with similar demographics where they could have expanded but in the past few years Dollar General has moved in and thrived.

    Still holding my 100 shares and Whopper your analysis leads me to think to buy more as a trade to see how this plays out. Great idea.
    Aug 1 11:20 AM | Likes Like |Link to Comment
  • Axion Power Concentrator 255: July 27: Two Axion Forbes Articles By Tom Konrad; John Petersen On The PIPE Mechanics And Incentives [View instapost]
    Based on my niece and nephew's driving abilities (or lack thereof) I think there would be an improvement on the roads if they could use a controller instead of a steering wheel.

    Also, OT.
    http://bit.ly/12YDU09
    Jul 29 06:00 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 255: July 27: Two Axion Forbes Articles By Tom Konrad; John Petersen On The PIPE Mechanics And Incentives [View instapost]
    My preference for a Walt Disney quote:

    “Around here, however, we don’t look backwards for very long. We keep moving forward, opening up new doors and doing new things… and curiosity keeps leading us down new paths.”

    - Walt Disney

    Stolen from the ending of the underrated kids movie "Meet the Robinsons." Right now my sons' favorite movie, which should last another 4-5 days.
    Jul 29 03:47 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 255: July 27: Two Axion Forbes Articles By Tom Konrad; John Petersen On The PIPE Mechanics And Incentives [View instapost]
    What an poor article. Sorry, WT.

    The author mentions the parts of the train that make is unique to its environment (widths, voltage) but the fact of the matter is the train crashed because it was going twice the speed allowed on that track.

    That is a whole article of stupid.
    Jul 29 12:54 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 254: July 24: Bullish, Except Financing Deal, Forbes Article By Tom Konrad About Axion [View instapost]
    Omy probably hasn't gotten off his shift at Tim Horton's. (s)He'll show, he always does...
    Jul 25 03:48 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 254: July 24: Bullish, Except Financing Deal, Forbes Article By Tom Konrad About Axion [View instapost]
    I don't disagree with you on being able to balance time vs potential. I think of AXPW going to head to head with an incumbent Lead Acid battery much easier to convince a vendor than going against Li-ion as that is basically a price issue. If the current version of the hybrid RTGs are using standard Lead Acid or AGM then the value benefit is both lifecycle and cost is neglible. I think its just an easier sell. Even if you do the math and say that the RTG will only be 150/year (with a 5 year cycle) its a signal that the PbC isn't vaporware which is how I think its viewed by most outsiders.

    Using your hunting analogy when I go hunting for deer I often knock off a squirrel that runs by as I wait. What we know of is that we are stalking one Elk (NS), one maybe more Bear (BMW) and there are some other animals around as we see their eyes at night but haven't gotten a good look at them in the daylight.

    If we were tracking 3 different Elk and a few Bears I'd let the squirrel go but sometimes you need practice in how to take down the big guy. (At least that is what I told myself the morning after picking up what I could at last call on Sat. night)
    Jul 24 06:12 PM | 7 Likes Like |Link to Comment
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