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Stefan Moroney

Stefan Moroney
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  • Axion Power Concentrator 359 August 17 '14: 10-Q For Q2 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    Venture investment in ZBB's Chinese joint venture:

    http://bit.ly/1oO4GaO
    Aug 19 01:02 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 359 August 17 '14: 10-Q For Q2 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    Maxwell gets a wayside rail win:

    http://prn.to/1oXavwP
    Aug 19 01:00 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 359 August 17 '14: 10-Q For Q2 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    Interesting commentary on the Ultrabattery on slide 18.

    Is this an ALABC document or an Ultrabattery advertisement? Guess Alan Cooper gets the last laugh?
    Aug 19 12:34 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 358 August 14 '14: S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    RK - Thanks for the clarification as I was not there. I want my presentation of the facts to be correct, so they can be addressed with facts as to where these "initiatives" stand or whether they have fallen by the wayside.

    I would encourage DDG to methodically address each initiative and if it is still in existence, hopium in the future, or a dead end.
    Aug 19 11:54 AM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 358 August 14 '14: S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    BA - By the way, Kirk Tierney stopped by these parts for a time as did Ed Bueil. As I recall, both completely sold their positions in Axion b/c they no longer believed in TG's stewardship or failure to get the product out into a bunch of different applications.

    Oh yeah, we have not heard much from MultiLink either or the two lead acid battery companies that were supposedly going through the motions. Both have disappeared from the 10Q.
    Aug 19 11:06 AM | 9 Likes Like |Link to Comment
  • Axion Power Concentrator 358 August 14 '14: S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    Interesting answers from both, thanks.

    John and BA - what do you make of Axion's willingness to drop hints about testing programs in documents such as the investor presentation, but unwillingness to discuss them in SEC documents such as the recent 10Q? Given what investors thought the status of the continuous roll line was, does this not raise flags?

    While there are five big markets tossed around here all the time, Axion is only willing to identify two as potentially material in its most recent 10Q. PCs and ePower (which is not yet logging miles with its first customer).

    Now the rumor mill -
    -NSC - deleted Axion as an industry partner this year and to the best of our knowledge is not all that committed to moving the 999 forward with any urgency. Vani spoke of a sample size of 50 switchers two years ago at the ESA conference. Then crickets?
    - BMW - has not spoken since 2009?
    - Asian OEM - a big mention was made in CC and 10Q then disappeared?
    - other auto OEMs - have never spoken?
    - Cummins - has never spoken and s/s with a diesel engine manufacturer was not part of the 10Q?
    - any other random thing that has popped up and then went silent over the last four years?

    And John, this is not Eeyore in all things speaking, but a long term investor that has legitimate concerns.

    These are the issues that I want DDG to address - not speculation on a message board.
    Aug 19 10:51 AM | 16 Likes Like |Link to Comment
  • Axion Power Concentrator 358 August 14 '14: S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    BA -

    "When was it that you saw the light and got e3 religion?"

    Interesting question and the answer would be equally as interesting from your perspective as well.
    Aug 18 10:10 PM | 8 Likes Like |Link to Comment
  • Axion Power Concentrator 358 August 14 '14: S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    John -

    What do you consider the pros and cons between the two different public offering types.
    Aug 18 04:33 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 359 August 17 '14: 10-Q For Q2 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    Looks like Aquion made the local Pittsburgh cut -

    http://bit.ly/1oV2BnJ
    Aug 18 04:16 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 358 August 14 '14: S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    Given the comparison of their 10Q to their investor presentation, I would say it is probably not over subscribed.
    Aug 17 02:02 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 358 August 14 '14: S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    BA - Thank you for your comments. Do you consider them to be at all at odds with the recent shareholder activist that was on this board?
    Aug 15 03:16 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 358 August 14 '14: S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    BA - Do you believe Axion to be appropriately priced now as a speculative FR play?

    I also like to see the focus on what is really happening, but still have reservations given the seemingly unfettered rein that TG had over the years.
    Aug 15 11:07 AM | 8 Likes Like |Link to Comment
  • Axion Power Concentrator 358 August 14 '14: S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    • rumors or dissemination of false or misleading information, particularly through Internet chat rooms, instant messaging, and other rapid-dissemination methods;

    That is a very interesting bullet point.
    Aug 15 09:35 AM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 358 August 14 '14: S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    "After speaking with DDG a few times I believe that we will be seeing a new approach in regards to how information is provided."

    I just belly laughed. Maybe they should provide the last four years of internal emails and their D&O policies.
    Aug 15 09:33 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 358 August 14 '14: S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    Also - If it's not important enough to address in your 10Q before a potential 50:1 reverse split, how important or material is it?
    Aug 14 08:48 PM | 6 Likes Like |Link to Comment
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