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DRich

DRich
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  • Anti-Hype In Lithium-Ion Batteries Foretells Doom For Electric Cars [View article]
    >dojomouse ... 25k units (?) over 2 years does not pose much in the way of competition to anyone in the auto industry and certainly doesn't mean much to the consuming public. It's a fun trade and not much else. Let's see if (TSLA) can make a profit.
    May 31, 2012. 04:00 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 108: May 30, 2012: U.S. DOE Awards Grant To Axion Power International For PbC® Batteries In Micro-Hybrid Vehicles [View instapost]
    >Ricknplano ... Exide is selling off the buffer land, 180 acres, and retaining the licensed site, ~ 40 acres which will be prime real estate with the next growth spurt. The company is only responsible (pending pile-on lawsuits) for cleaning the licensed acreage. I don't think it will hit the bottom line too hard. I understand that production there has been cutback and redistributed during this land grab/environmental quality dispue or whatever it has been referred to. I guess we'll find out come June 8th.
    May 31, 2012. 02:53 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 108: May 30, 2012: U.S. DOE Awards Grant To Axion Power International For PbC® Batteries In Micro-Hybrid Vehicles [View instapost]
    >iindelco ... I think it has also been put forward that Dr. Buiel is of a mind to "retire" to pursue other interests & projects that don't relate to Axion. He's done a fine job for Axion and knowing he's still available (only a phone call away) is a good thing to know. My understanding is he hasn't really gone away or actually retired (in the move to Florida & shuffleboard sense of the word).
    May 31, 2012. 12:42 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 107: May 29, 2012: U.S. DOE Awards Grant To Axion Power International For PbC® Batteries In Micro-Hybrid Vehicles [View instapost]
    >481086 ... It is interesting that the 2 economies, Germany & China, outside the USA people look to as being powerhouses are nearly totally unionized. The biggest difference between US & them is that Labor has seats on the BOD in both countries. That won't happen here with any regularity.
    May 30, 2012. 10:41 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 107: May 29, 2012: U.S. DOE Awards Grant To Axion Power International For PbC® Batteries In Micro-Hybrid Vehicles [View instapost]
    >iindelco ... Well documented?
    May 30, 2012. 09:49 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 107: May 29, 2012: U.S. DOE Awards Grant To Axion Power International For PbC® Batteries In Micro-Hybrid Vehicles [View instapost]
    >iindelco ... Just the reason that is always first in line.
    May 30, 2012. 09:32 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 107: May 29, 2012: U.S. DOE Awards Grant To Axion Power International For PbC® Batteries In Micro-Hybrid Vehicles [View instapost]
    >iindelco ... Yeah, Yeah ... always union workers are to blame. Never seems to be poor management. I'm surprised that unions haven't been blamed for the near complete collapse of World business & credit .... Oh, wait ... I forgot, at least here in Texas, it has been laid at the feet of those greedy over-paid teacher, police & firemen.
    May 30, 2012. 09:23 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 107: May 29, 2012: U.S. DOE Awards Grant To Axion Power International For PbC® Batteries In Micro-Hybrid Vehicles [View instapost]
    >indelco ... Should add a few pennies to the price of EXIDE (XIDE). I know most here don't like this company but seriously it is not going out of business.
    May 30, 2012. 08:45 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 107: May 29, 2012: U.S. DOE Awards Grant To Axion Power International For PbC® Batteries In Micro-Hybrid Vehicles [View instapost]
    >To No One in Particular ... I'm not mad or insulted, just amazed. Over on JP's "Anti-Hype ..." comment area I've had a first for me. I had one of my comments edited. I've had all my comments deleted before but just a quick 4 word edit ... I find that amazing & it wasn't even harshly insulting (?). I just complimented "Canardie" for "Nicely written nonsense". Well, at least I know the editorial board is awake ... now if they would clean up the truly offensive and/or insanely repetitive stuff.
    May 30, 2012. 06:38 PM | 4 Likes Like |Link to Comment
  • Anti-Hype In Lithium-Ion Batteries Foretells Doom For Electric Cars [View article]
    >Don Harmon ... Windmills ruin the view. Just ask the folks on Martha's Vineyard or The Donald on his Scottish golf course.
    May 30, 2012. 05:33 PM | Likes Like |Link to Comment
  • Anti-Hype In Lithium-Ion Batteries Foretells Doom For Electric Cars [View article]
    >dojomouse ... From reports I've read, the pack is closer to "rubbish" than "genius" but is quite serviceable if not over-priced in a product that makes no mass market sense and yet is a wonderful toy.
    May 30, 2012. 05:31 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 107: May 29, 2012: U.S. DOE Awards Grant To Axion Power International For PbC® Batteries In Micro-Hybrid Vehicles [View instapost]
    >iidelco ... I think you're right that graphite could look like the REE market looked like with all kinds of junior low quality mines bellowing from the rooftops. In fact, from my poking around, there don't seem to be more than a couple dozen operations that might be viable and a handful that will be real mining suppliers.
    May 30, 2012. 05:26 PM | 2 Likes Like |Link to Comment
  • QuickChat#233, May 29, 2012 [View instapost]
    >LT ... Without a federal structure for the EZ, there is no other choice but to do one of 2 things. Nationalize the sovereign banks and break them up or break up the unified monetary system. The Euro could be kept as a trade/reserve security among member nations but I doubt that. Our FED would have a hissy fit over that and it would be just one more game for Jamie & Co. to play.

    Derivatives are, have been & will continue to be the problem for solvency. Until this dark pool is addressed ... we're doomed to support the status quo.
    May 30, 2012. 05:20 PM | 2 Likes Like |Link to Comment
  • Anti-Hype In Lithium-Ion Batteries Foretells Doom For Electric Cars [View article]
    >Don Harmon ... That sounds very cool. We want pictures and a write up. How about putting on some page on your website (even if it is temporary) so we can link to it. Did your street lamp debut here? I'm still wanting to see that.
    May 30, 2012. 11:54 AM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 107: May 29, 2012: U.S. DOE Awards Grant To Axion Power International For PbC® Batteries In Micro-Hybrid Vehicles [View instapost]
    I just hate (Nah, not really) breaking into the happy search for the next big market opportunity. I have just another " What If " type inquiry that I speculate about.

    What is the implication for Axion if we get another credit freeze like we're still suffering from. I don't worry about the Railroads spending (even as it would be slower) because I have a model to follow there from the 1930's and several other economic events. It would mean even slower growth prospects but how might BMW react? Would Rosewater's potential customer base evaporate?

    I'm not really concerned about Axion shuttering their doors but how might this investment thesis go. The EU could put a crimp on the next capital raise and the "masters of the universe" might repeat the disaster of saving their own backside while choking to death real economic activity.

    Just thought I'd see what the consensus might be. I'm looking for a good economic curandero.
    May 30, 2012. 11:40 AM | 6 Likes Like |Link to Comment
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