Zenfar

Battery Investing for Beginners, Part 2

Thanks for the BTTRY link.

Battery Investing for Beginners, Part 2

So is ENER out because it is not a "pure play"? I understand your reasons but it would be nice to have BYD in the China list.

How PHEVs and EVs Will Sabotage America's Drive for Energy Independence

Wish they had an edit button at least with a 1 minute time out. I would note that I agree that the battery sector is ready for a big run and that I am long XIDE, HEV, and BYDDF with XIDE as the biggest position. The whole sector seems under priced compared to other alternative energy sectors, in my humble opinion.

How PHEVs and EVs Will Sabotage America's Drive for Energy Independence

"If his engine meets current CAFE standards and averages 27.5 mpg"

I wonder about this assumption. Perhaps after cash for clunkers this is more true, but with the large number of SUVs and old cars not sure that it is true.

According to this:

www.bts.gov/publicatio...

In 2007 it was 17.2

This does not take the whole cash for clunkers/hybrid sales at $4 gas into account, so say somewhere between 17.2 and 27.5, maybe take the average of these numbers.

Alternative Energy Storage: Cheap Continues to Outperform Cool

If you did include BYD what group would you have put it in?

Long XIDE and BYDDF.

Alternative Energy Storage: Cheap Continues to Outperform Cool

Why no BYD?

Why Lead-Carbon Batteries Will Deflate the Li-ion Bubble

Good articles. Cool beats cheap when cool turns the world upside down, of course when may be never for some technologies.

Why Advanced Lead-Acid Batteries Will Dominate HEV Markets

I agree on Diesel, however about the 5-10 year thing the market looks to the future not the past so stocks will get there before the market, maybe way before. GM may be told to move a little faster after today...

Why is Axion Power International not on a major exchange? It holds the stock back in my opinion.

Loving my Fusion Hybrid btw.


On Jun 01 03:42 AM Advill wrote:

> For the guy that is rating minus anything that is different of his
> own idea....wait and see, DIESEL is the inmediate solution to CAFE
> and is something GM, Ford and Chrysler have in hand (they already
> are selling diesels in Europe with environmental standards).
> Diesel will increase 30% de mileage mix WITHOUT INVESTMENTS, Ford
> is fevershly adapting their engine factories for that, at this moment
> (and i have $$$ in the batteries stocks) lithium will be use for
> special purpose vehicles (buses,delivery trucks in restricted downtowns
> etc.)
>
> There is not grid enough energy to supply EV in this moment (big
> numbers) and the political moments is after inmediate results, batteries
> is a 5-10 years bet.
> Regards.

The Plug In Vehicle Scam

I still think the companies producing the overpriced vehicles (Tesla and Fisker) are on the right track, when a technology is overpriced you sell it at that price, as it improves you lower the price. Early adopters rush in and help you get to a mainstream solution over time. This of course agrees with the argument that the GM Volt is not ready for prime time, but what about the technology from companies like ENER, QTWW, Tesla, and other companies that are more innovative than GM?

I just bought a 2010 Ford Fusion Hybrid and yes it may not have been an economically sound choice if gas stays at $2 a gallon, but I am enjoying every minute I spend in the vehicle, I bet Tesla and Karma owners will / would say the same.

The Plug In Vehicle Scam

Not crazy about the Volt but what about the Fisker or Tesla?

Axion Power: Common Sense Solution for Alt. Energy Storage

When is AXPW.OB going to move to a regular exchange? I like my stocks with 4 letters or less. Does anybody have more info on ALTI they appear to be a leader in the field and cheap too, IMHO.

Long ALTI, ENER, CLWR, DSTI

Lithium-Ion Batteries and Centerfolds: The Final Chapter

What about CPST and VLNC? Also the new energy bill that wasn't passed by the Senate and McCain talking about a "battery prize" may bring new focus on this area.