Seeking Alpha

D Lane

D Lane
Send Message
View as an RSS Feed
View D Lane's Comments BY TICKER:
Latest  |  Highest rated
  • Axion Power, A Deep Alpha Opportunity With A Clear Timeline [View article]
    Its refreshing that GG is no longer making a show of being a PbC believer (but just always with some little nagging concerns)
    Nov 12, 2014. 09:34 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 380: Nov. 11, 2014 [View instapost]
    Thanks everyone for their thoughts.

    There are lots of reasons to doubt this would be PbC, given what Axion states that it is focusing on. . . What are the alternatives to PbC here? Ultrabattery most likely? Hopefully lead carbon in some form.
    Nov 12, 2014. 03:15 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 380: Nov. 11, 2014 [View instapost]
    I think I understand the 2 battery approach, a la stop-start with PbC but 3 batteries? Thanks to James and RA and others who have speculated on what the point of that is. I would love to hear from ii and any others with educated opinions.

    Would love to think it could have to do with PbC regen capabilities and L-ion good for energy but not for regen.
    Nov 12, 2014. 02:18 PM | 3 Likes Like |Link to Comment
  • 10 Clean Energy Stocks For 2014: Spooky October [View article]
    Any thoughts on what MIXT is worth to you now, given the latest quarterly information?
    Nov 10, 2014. 02:58 PM | Likes Like |Link to Comment
  • A speculative play on UQM [View instapost]
    http://bit.ly/1prTfah

    "H.C.W. said however that UQM’s long-term opportunity remains intact. “We believe UQM’s near-term results are less relevant in the context of the overall opportunity in front of it,” Dayal wrote.

    Dayal said UQM should be fairly valued at $3.50 per share.

    UQM shares have lost 45 percent so far this year and were trading at $1.18, up 6.3 percent, at 2:32 p.m. in New York."
    Nov 6, 2014. 03:59 PM | 1 Like Like |Link to Comment
  • 10 Clean Energy Stocks For 2014: Spooky October [View article]
    MIXT is down a bit today. Perhaps because of this:

    "However, our cumulative adds for the year remain well behind our internal plan, and consequently we have lowered our revenue and earnings targets for the fiscal year"

    A victim of their own past success.
    Nov 6, 2014. 02:23 PM | Likes Like |Link to Comment
  • Capstone Turbine: A Turnaround Play That Investors Shouldn't Miss [View article]
    Hopefully, its not leaks but just pre-earnings jitters.
    Nov 6, 2014. 02:07 PM | Likes Like |Link to Comment
  • A speculative play on UQM [View instapost]
    Can't be that because this sale is for the "Energy Management Market"
    Its not vehicle traction motors but motors for something different.
    Nov 6, 2014. 11:39 AM | 1 Like Like |Link to Comment
  • A speculative play on UQM [View instapost]
    Form 10-Q
    http://1.usa.gov/13MONsV
    Nov 6, 2014. 10:37 AM | 1 Like Like |Link to Comment
  • A speculative play on UQM [View instapost]
    Thanks. Thats right, its a mere handful of unit sales right now. Some of their revenue is from engineering contract services.
    Nov 6, 2014. 10:25 AM | 1 Like Like |Link to Comment
  • 10 Clean Energy Stocks For 2014: Spooky October [View article]
    "Stefan Joselowitz, Chief Executive Officer of MiX Telematics. "While we continue to face macroeconomic headwinds in South Africa, our business is growing and is handsomely profitable"

    I like that "handsomely profitable"

    Benzinga lists MIXT as one of "Top 4 NYSE Stocks In The Technical & System Software Industry With The Highest Gross Margin"

    Read more: http://bit.ly/13MKE8d
    Nov 6, 2014. 10:21 AM | Likes Like |Link to Comment
  • Axion Power Concentrator 379: Nov. 5, 2014 [View instapost]
    Gotta find those partners! He's right.
    Nov 6, 2014. 08:51 AM | 8 Likes Like |Link to Comment
  • A speculative play on UQM [View instapost]
    "If the order for the 500 units does come in 2015 it should be a banner year from (UQM)."

    Your statement makes me realize I have no idea approximately how many units UQM has sold in a typical year? I have little context for understanding that number of 500 units.
    Nov 6, 2014. 08:37 AM | 1 Like Like |Link to Comment
  • A speculative play on UQM [View instapost]
    I perused the press releases and listened to the call and find myself intrigued and encouraged.
    Obviously the new business in energy management is the most interesting, although it sounds like a yet unproven application.
    The china bus business would really move the stock if it develops as hoped. Yet more waiting is required.
    Nov 6, 2014. 08:28 AM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 379: Nov. 5, 2014 [View instapost]
    Very glad to see the letter. Its very well written and shows strong communication skills. One can see again the strength and extraordinary promise of the bio-carbon electrode (PbC).

    I am on the sidelines but I am rooting for AXPW!
    Nov 6, 2014. 08:22 AM | 8 Likes Like |Link to Comment
COMMENTS STATS
1,368 Comments
114 Likes