Stefan Moroney's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/1118500/comments http://seekingalpha.com/instablog/1631091-axion-power-host/1954522-axion-power-concentrator-244-june-14-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-20124972 20124972
Nice to have you have your enthusiasm aboard. Where did you learn so much about Axion and the Pbc?]]> Tue, 18 Jun 2013 20:55:25 -0400
Nice to have you have your enthusiasm aboard. Where did you learn so much about Axion and the Pbc?]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1954522-axion-power-concentrator-244-june-14-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-20124872 20124872
I have been told this before. What do you find to be the best metric to compare competing power or energy batteries?]]> Tue, 18 Jun 2013 20:51:13 -0400
I have been told this before. What do you find to be the best metric to compare competing power or energy batteries?]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1954522-axion-power-concentrator-244-june-14-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-20122312 20122312
I am not sure how competitive that number currently is with other applications. ]]> Tue, 18 Jun 2013 19:36:11 -0400
I am not sure how competitive that number currently is with other applications. ]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1954522-axion-power-concentrator-244-june-14-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-20121552 20121552
Based on the NS order, our guesstimate (pre-automated sheeting) is $460 per .5kwh and $920 for 1kwh.

At $920 per kwh ($730 with 20% price reduction) for grid applications, how competitive is Axion for grid applications?

JP - do you have access to updated info on this article?

http://bit.ly/rdiliA]]> Tue, 18 Jun 2013 19:04:22 -0400
Based on the NS order, our guesstimate (pre-automated sheeting) is $460 per .5kwh and $920 for 1kwh.

At $920 per kwh ($730 with 20% price reduction) for grid applications, how competitive is Axion for grid applications?

JP - do you have access to updated info on this article?

http://bit.ly/rdiliA]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1954522-axion-power-concentrator-244-june-14-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-20048072 20048072
Are the Rosewater principles still stockholders in Axion?

TIA]]> Sun, 16 Jun 2013 22:56:53 -0400
Are the Rosewater principles still stockholders in Axion?

TIA]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1954522-axion-power-concentrator-244-june-14-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-20038642 20038642 Sun, 16 Jun 2013 14:11:09 -0400 http://seekingalpha.com/instablog/1631091-axion-power-host/1943272-axion-power-concentrator-243-june-11-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19994232 19994232 Fri, 14 Jun 2013 15:39:39 -0400 http://seekingalpha.com/instablog/1631091-axion-power-host/1943272-axion-power-concentrator-243-june-11-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19987652 19987652
I didn't have time to go throught the proposal, but that appears to be a common mistake.]]> Fri, 14 Jun 2013 13:21:47 -0400
I didn't have time to go throught the proposal, but that appears to be a common mistake.]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1943272-axion-power-concentrator-243-june-11-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19987452 19987452 Fri, 14 Jun 2013 13:17:12 -0400 http://seekingalpha.com/instablog/1631091-axion-power-host/1943272-axion-power-concentrator-243-june-11-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19979382 19979382
http://bit.ly/11F4n1P]]> Fri, 14 Jun 2013 10:26:14 -0400
http://bit.ly/11F4n1P]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1943272-axion-power-concentrator-243-june-11-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19936722 19936722
Count me among those that is happy to see the communications department showing some life.]]> Thu, 13 Jun 2013 11:51:12 -0400
Count me among those that is happy to see the communications department showing some life.]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1943272-axion-power-concentrator-243-june-11-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19881592 19881592 Wed, 12 Jun 2013 09:23:55 -0400 http://seekingalpha.com/instablog/1631091-axion-power-host/1943272-axion-power-concentrator-243-june-11-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19870922 19870922 Tue, 11 Jun 2013 22:32:44 -0400 http://seekingalpha.com/instablog/1631091-axion-power-host/1943272-axion-power-concentrator-243-june-11-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19870612 19870612 http://bit.ly/14UVPov

Interesting background on naked short selling.

IMO, the DTCC is a black box where the rules are not always followed and proving the rules are not followed is even more difficult b/c of the complexity of getting your hands on that kind of information in a useable form.

Not sure where the selling is coming from, but given my reasoning for there not being a "near term" rabbit, it would not surprise me in the least that the financiers are responsible.]]> Tue, 11 Jun 2013 22:18:17 -0400 http://bit.ly/14UVPov

Interesting background on naked short selling.

IMO, the DTCC is a black box where the rules are not always followed and proving the rules are not followed is even more difficult b/c of the complexity of getting your hands on that kind of information in a useable form.

Not sure where the selling is coming from, but given my reasoning for there not being a "near term" rabbit, it would not surprise me in the least that the financiers are responsible.]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1943272-axion-power-concentrator-243-june-11-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19857992 19857992
http://bit.ly/14JHU7C]]> Tue, 11 Jun 2013 15:58:26 -0400
http://bit.ly/14JHU7C]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1943272-axion-power-concentrator-243-june-11-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19855372 19855372
http://bit.ly/12jj53t

Both Axion and Epower recommitting to their preliminary mpg numbers. ]]> Tue, 11 Jun 2013 15:13:39 -0400
http://bit.ly/12jj53t

Both Axion and Epower recommitting to their preliminary mpg numbers. ]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1934722-axion-power-concentrator-242-june-8-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19852612 19852612
"Why would they waste money placating me when it is needed elsewhere?"

We will never know, but an effective communication department could have been the difference between another .35 all equity raise or this raise. If the former had been the case, such an effort would have more than paid for itself.

** it's also very easy for me to Monday morning quarterback. So my ranting is done for now.]]> Tue, 11 Jun 2013 14:17:45 -0400
"Why would they waste money placating me when it is needed elsewhere?"

We will never know, but an effective communication department could have been the difference between another .35 all equity raise or this raise. If the former had been the case, such an effort would have more than paid for itself.

** it's also very easy for me to Monday morning quarterback. So my ranting is done for now.]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1934722-axion-power-concentrator-242-june-8-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19849012 19849012
Therefore, I don't believe we will see a near term rabbit. However, and again, I hope I am wrong and, as a consequence, still hold every share that I have ever purchased.]]> Tue, 11 Jun 2013 12:58:00 -0400
Therefore, I don't believe we will see a near term rabbit. However, and again, I hope I am wrong and, as a consequence, still hold every share that I have ever purchased.]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1934722-axion-power-concentrator-242-june-8-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19847232 19847232
I have been on this concentrator since day one, and IMO this board is not about unbridled or unexamined enthusiasm - it is about objectively looking at all the facts.

If some people sold out on the financing based on what they read here and then bought back in or are waiting on the sidelines, more power to them. They played the current hand correctly. ]]> Tue, 11 Jun 2013 12:24:07 -0400
I have been on this concentrator since day one, and IMO this board is not about unbridled or unexamined enthusiasm - it is about objectively looking at all the facts.

If some people sold out on the financing based on what they read here and then bought back in or are waiting on the sidelines, more power to them. They played the current hand correctly. ]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1934722-axion-power-concentrator-242-june-8-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19846942 19846942
Averill has been key in many instances in the past, i.e. buying the current factory.

Quite frankly, this is a discussion without a distinction, b/c that didn't happen. It just colors my opinion on how quickly we will see a rabbit.]]> Tue, 11 Jun 2013 12:18:39 -0400
Averill has been key in many instances in the past, i.e. buying the current factory.

Quite frankly, this is a discussion without a distinction, b/c that didn't happen. It just colors my opinion on how quickly we will see a rabbit.]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1934722-axion-power-concentrator-242-june-8-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19845932 19845932 ** with the caveat, mgt can be sued for taking almost any turn - that's what insurance is for. ]]> Tue, 11 Jun 2013 11:59:57 -0400 ** with the caveat, mgt can be sued for taking almost any turn - that's what insurance is for. ]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1934722-axion-power-concentrator-242-june-8-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19844872 19844872
It's hard to give credence to mgt's rabbits anymore. Axion has been alluding to rabbits for a long time. Unfortunately, if any were that close, I believe Averill & mgt could have stepped up with a bridge loan rather than accept this financing. The discussion of the financing is sobering, and necessary for this forum to maintain it credibility.

While long term, I think Axion will be successful and I will likely double down at lower levels (if we get there), the upper level of success appears to be decreasing.

Rather than being so pig headed about not having sold any shares to this point, I should have trusted my gut and sold on the financing and re-entered at lower prices. Nevertheless, I bought my ticket to the show and continue to watch it unfold with interest.]]> Tue, 11 Jun 2013 11:42:38 -0400
It's hard to give credence to mgt's rabbits anymore. Axion has been alluding to rabbits for a long time. Unfortunately, if any were that close, I believe Averill & mgt could have stepped up with a bridge loan rather than accept this financing. The discussion of the financing is sobering, and necessary for this forum to maintain it credibility.

While long term, I think Axion will be successful and I will likely double down at lower levels (if we get there), the upper level of success appears to be decreasing.

Rather than being so pig headed about not having sold any shares to this point, I should have trusted my gut and sold on the financing and re-entered at lower prices. Nevertheless, I bought my ticket to the show and continue to watch it unfold with interest.]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1934722-axion-power-concentrator-242-june-8-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19842792 19842792
"I’m in the process of receiving the ppt and will update the website as soon as I receive it."

I'm sorry, but what a joke. ]]> Tue, 11 Jun 2013 11:06:10 -0400
"I’m in the process of receiving the ppt and will update the website as soon as I receive it."

I'm sorry, but what a joke. ]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1934722-axion-power-concentrator-242-june-8-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19810182 19810182
http://bit.ly/sqSKyD]]> Mon, 10 Jun 2013 16:18:38 -0400
http://bit.ly/sqSKyD]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1934722-axion-power-concentrator-242-june-8-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19809862 19809862
http://bit.ly/11rnQ4Y]]> Mon, 10 Jun 2013 16:09:44 -0400
http://bit.ly/11rnQ4Y]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1934722-axion-power-concentrator-242-june-8-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19809732 19809732
"Bosch engineers are modifying the internationally successful Start-Stop system to include smart navigation functions. Here, the combination of networked technology and driving behaviour can bring about a fuel saving of as much as 15 percent."

http://bit.ly/13SmfZa]]> Mon, 10 Jun 2013 16:06:29 -0400
"Bosch engineers are modifying the internationally successful Start-Stop system to include smart navigation functions. Here, the combination of networked technology and driving behaviour can bring about a fuel saving of as much as 15 percent."

http://bit.ly/13SmfZa]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1934722-axion-power-concentrator-242-june-8-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19809622 19809622
http://bit.ly/13SlT4G]]> Mon, 10 Jun 2013 16:03:56 -0400
http://bit.ly/13SlT4G]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1934722-axion-power-concentrator-242-june-8-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19809132 19809132
http://bit.ly/11bkILK]]> Mon, 10 Jun 2013 15:52:01 -0400
http://bit.ly/11bkILK]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1934722-axion-power-concentrator-242-june-8-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19808562 19808562
http://bit.ly/18oKJPY

No mention of lead carbon, but Isn't Furukwa the Japanese maker of the Ultrabattery?]]> Mon, 10 Jun 2013 15:43:02 -0400
http://bit.ly/18oKJPY

No mention of lead carbon, but Isn't Furukwa the Japanese maker of the Ultrabattery?]]> http://seekingalpha.com/instablog/1631091-axion-power-host/1934722-axion-power-concentrator-242-june-8-axion-power-reports-first-quarter-results-for-2013?source=feed#comment-19802502 19802502 Mon, 10 Jun 2013 13:11:32 -0400