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David G.

David G.
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  • Ballard Power Systems' Drop Is A Buying Opportunity You Shouldn't Miss [View article]
    If you are interested in Fuel Cells, chances are you'd also be interested in Ultracapacitors. because some fuel cell cars do use ultracapacitors for power. Take Honda, for instance:

    "Honda has independently developed a high-performance ultra-capacitor (electrical two-layered condenser) to serve as a supplementary power source to the FCX’s main power source - the fuel cell stack - for more powerful performance under various driving conditions. The ultra-capacitor combines the electrical storage capacity needed for high output and high responsiveness with solid reliability. It stores energy produced during deceleration and braking and provides powerful drive assist during startup, acceleration and at other times when an extra boost is required. The ultra-capacitor’s internal resistance is lower than that of a battery, and moreover, because it stores and discharges electricity in response to fluctuations in the fuel cell stack, it doesn’t require a converter for voltage regulation as in a battery system, so it delivers higher output. The result is improved drive-power performance and higher system efficiency."

    Now the largest ultracapacitor maker is Maxwell Technologies (MXWL) and they trade for $15 and only have 29M shares outstanding. MXWL's Ucaps are currently in 300,000 Peugot Citrogen cars in Europe.

    That's great in itself, but MXWL just beat earnings and announced there will be multiple auto wins announced in 2014. The CEO recently said they are dotting the i's and crossing the t's in order to announce the first one. Just listen to, or read on Seeking Alpha MXWL's conference call.

    Ultracapacitors, like fuel cells, are used in multiple applications, from trucks, cars, trains, subways, wind turbines, and 41% of their ultracapacitor revenue currently comes from China subsidized hybrid buses. Over 15,000 buses so far mostly from the largest manufacturer of buses in China: Yutong.

    Walmsrt is a big deal...no doubt. Which is why I watch PLUG and BLDP. But everyone talks about how BLDP needs time to develop multiple revenue streams with PLUG. MXWL, with its UCAPS is already there and growing fast. Good Luck!
    May 6 10:07 PM | Likes Like |Link to Comment
  • Is Plug Power Ready To Move Higher? [View article]
    If you are interested in Fuel Cells, chances are you'd also be interested in Ultracapacitors. because some fuel cell cars do use ultracapacitors for power. Take Honda, for instance:

    "Honda has independently developed a high-performance ultra-capacitor (electrical two-layered condenser) to serve as a supplementary power source to the FCX’s main power source - the fuel cell stack - for more powerful performance under various driving conditions. The ultra-capacitor combines the electrical storage capacity needed for high output and high responsiveness with solid reliability. It stores energy produced during deceleration and braking and provides powerful drive assist during startup, acceleration and at other times when an extra boost is required. The ultra-capacitor’s internal resistance is lower than that of a battery, and moreover, because it stores and discharges electricity in response to fluctuations in the fuel cell stack, it doesn’t require a converter for voltage regulation as in a battery system, so it delivers higher output. The result is improved drive-power performance and higher system efficiency."

    Now the largest ultracapacitor maker is Maxwell Technologies (MXWL) and they trade for $15 and only have 29M shares outstanding. MXWL's Ucaps are currently in 300,000 Peugot Citrogen cars in Europe.

    That's great in itself, but MXWL just beat earnings and announced there will be multiple auto wins announced in 2014. The CEO recently said they are dotting the i's and crossing the t's in order to announce the first one. Just listen to, or read on Seeking Alpha MXWL's conference call.

    Ultracapacitors, like fuel cells, are used in multiple applications, from trucks, cars, trains, subways, wind turbines, and 41% of their ultracapacitor revenue currently comes from China subsidized hybrid buses. Over 15,000 buses so far mostly from the largest manufacturer of buses in China: Yutong.

    Walmsrt is a big deal...no doubt. Which is why I watch PLUG. But everyone talks about how PLUG needs time to develop multiple revenue streams, and MXWL, with its UCAPS is already there and growing fast. Good Luck!
    May 6 10:05 PM | 1 Like Like |Link to Comment
  • Plug Power: Ascension To The Big Leagues Is Imminent [View article]
    I was reading about your acceleration commentary on cars and Plug fuel cells. There is a solution that thousands of plug-in hybrid Buses have been using for instant boosts of acceleration POWER. That would be Ultracapacitors. Ultracapacitors can partner up with any technology, fuel cells, ev's, plug in hybrids, etc...

    Basically they absorb large amounts of power quickly and release it quickly. So, in regenerative braking, when you brake, that kinetic energy is stored instantly into the ultracapacitor as high power and then after you've stopped and want to accelerate, it releases power and you have acceleration instantly. And unlike a battery, an ultracapacior can do this over a million times without degradation in performance. They actually complement a ev battery system or fuel cell system because Ultracapacitors absorb most of the wear and tear that would normally be placed on Fuel cells/batteries/etc.

    That's why I'd recommend looking at Maxwell Technologies (MXWL) at $15. They are the leader in ultracapacitors, their ucaps are in 300,000 cars (that's with only ONE auto contract thus far and MXWL's CEO said in conference call, more to be announced this year), they are in over 15,000 Chinese made buses (MXWL's partner is the largest bus manufacturer in China (Yutong)), they are in wind turbines, trucks, heavy machinery, cranes, etc..anything that requires high, instantaneous power is going to need/want an ultracapacitor to do so.

    Good Luck!
    May 6 06:41 PM | Likes Like |Link to Comment
  • Offshore wind power to grow six-fold, boosting turbine makers, HSBC says [View news story]
    Don't forget who puts a lot of those ultracapacitors in those offshore turbines in order to control the pitch of the blades thereby making them maintenance free. MXWL (Maxwell Technologies).

    Strong Buy on MXWL.
    May 5 05:41 PM | Likes Like |Link to Comment
  • Lululemon's losing streak extends [View news story]
    LULU is a screaming buy in this $44-$45 area. Here is why.

    The problem is that investors/traders have to step back and think...."Do the buyers of Lululemon clothing care about the management of the company? Do they care about CEO/Founder comments? Do they care what the CEO says to stock analysts? OR are they in the stores to buy clothing that fits them well and makes them look great?"

    It is the latter. If a company makes great clothes that makes the customer look great, then that company is going to continue to go ballistic. LULU continues to open more stores in more locations weekly. Their expansion into the pre-teen market is genius and so is the &go line.

    The P/E is 23-24 right now at a price of $45.30. Their forward P/E is 20. And LULU has the potential to expand greatly worldwide.

    NIKE has a P/E of 25. How much more worldwide growth can their achieve?

    UnderArmor has a P/E of 62.

    LULU should be trading somewhere in between these two P/E's.

    This is a SELL if women no longer look good in LULU's clothing and stop buying their clothing. But that is simply not the case. There was a winter slowdown, and now retail is picking up again.

    Finally, I'm not a chartist/technical guy but LULU stock revisited 43 again from a few months back....and rose. That is called a double bottom...and is a very BULLISH indicator. Now when you have predicted great future fundamentals and a good looking chart....it screams BUY.

    Good Luck!
    Apr 30 11:41 AM | Likes Like |Link to Comment
  • Is Tesla's Gigafactory Becoming A Gigafarce? [View article]
    Axion Power....what John promotes...this isn't a business model. This is a joke:

    "Net sales for the year ended December 31, 2013 were $10.2 million and that is an increase of $400,000 from the $9.8 million reported in fiscal 2012. In those numbers we have one customer that accounted for approximately 84.5% and 80.7% of our sales respectively for the years 2013 and 2012. "

    What was supposed to be an industry standard in battery technology (according to John) is actually a worldwide joke.

    One customer = 85% of sales. John can really pick those battery trends, can't he?

    Changin the world John...changin the world...
    Apr 8 12:33 PM | 5 Likes Like |Link to Comment
  • Is Tesla's Gigafactory Becoming A Gigafarce? [View article]
    BTW, the next stock to see a Tesla type rise, imo, is Maxwell Technologies. (MXWL)

    Since apparently Seeking Alpha will give any self proclaimed guru a voice, MXWL's ultracapacitors will be announced to be employed in many new automotive start/stop systems, will be part of staring systems on truck fleets, manufactured in 10-20,000 hybrid buses made in China, etc.

    And my prediction is that Musk will incorporate Ultracapacitors like these as part of his regenerative braking systems in the future in order to save wear and tear of his future battery packs on future models.

    As to why now? China subsidies on the buses and a larger manufacturing plant brings the cost of these down to a price point that now makes sense to auto, truck, and bus OEM's. Ultracapacitor pricing has decreased greatly in the last 5 years while gross margins have remained high.
    Apr 8 12:27 PM | Likes Like |Link to Comment
  • Is Tesla's Gigafactory Becoming A Gigafarce? [View article]
    I do not understand why John has a voice on Seeking Alpha. He promoted a penny stock called Axion Power for years. Look at John's profile. "From 2003 to 2007 John served as board chairman and general counsel of Axion Power International (OTCQB:AXPW), a battery technology company that's introducing a hybrid lead-carbon battery technology to the market."

    You'll note that it currently trades at .17 a share. 17 cents.

    The guy who has been hyping Axion Power and chairman of the board...has been promoting his stock on a downward slide forever is giving his advice on Tesla since it was trading in the $20's and now TSLA trades over $200 a share. I just wonder why he thinks anyone listens to his analysis. It's like someone screaming for years the earth is flat, but then Magellan circumnavigates the globe.

    I listen to people who have a record of performance gains and market insight.
    Apr 8 12:17 PM | 8 Likes Like |Link to Comment
  • Maxwell spikes; Piper hikes PT, considers Tesla deal possible [View news story]
    It makes sense. But I think that MXWL's first application for TSLA will be for for regenerative braking and/or start stop and/or high power accessory items in the vehicle such as audio, dashboard computer, etc.

    In other words, MXWL's ultra capacitors would first complement TSLA's battery packs in that it would help put less strain on TSLA's expensive battery packs and therefore lead to longer life of Musk's battery packs.

    A win-win for both companies.

    Ultra capacitors can be charged/discharged over a million times and anything that can cheaply, and efficiently reduce stress on a electric car battery pack with high power needs (such as TSLA's next vehicle designs), is well worth the investment.

    Being a former investor in TSLA from the $40's, I am speculating that MXWL is in prime position for Elon Musk's next vehicle designs. Remember, when the Model S was designed, the price for ultra capacitors at the time were price-prohibitive for auto manufacturers.

    MXWL is saying that THIS YEAR they expect multiple Tier-one global auto manufacturer wins. Listen to their Feb 27 investment conference. They have another investment conference this coming Monday (March 10). In other words, ultracaps are at a price point where they make sense to design them into cars.

    This is the prime time to speculate in MXWL. Even if TSLA is not a specific contract win? There is enough business in Chinese buses this year to make MXWL show recordbreaking revenue. So it isn't really a high risk regardless if you decide to play the auto company speculation or not. Good Luck!
    Mar 5 02:25 PM | Likes Like |Link to Comment
  • My Top Stock Pick In The Innovative Alternative Energy Sector [View article]
    This high flying sector doesn't include only fuel cells. Take a look at Ultra capacitors with MXWL. They have uses in wind/solar/automotive/... centers/etc.

    Focusing on a company that has a vital role across all these sectors and is the leading "go to" company is key.

    Ultracapacitors allow rapid charge and discharge of energy for over a million cycles. MXWL is the leader in this space.
    Mar 4 04:37 PM | 1 Like Like |Link to Comment
  • Increasing Uncertainty Means It's Time To Sell 3D Systems [View article]
    I think VJET is a great alternative. Low float, and in a segment that everyone else isn't "me too". HP and IBM want DDD's space...not VJET's industrial/commercial space. And with VJET having the largest 3D printer in the world (6 times larger volume than nearest competitor)....I see a partial monopoly in that space.

    VJET's customer's like Ford, 3M, Daimer AG, etc tells me VJET is best in breed.

    And here's the kicker....they are just starting to expand...needed that recent IPO to do so. The IPO should fund them well for growth.
    Nov 18 05:19 PM | 1 Like Like |Link to Comment
  • The Next MoMo Stock, Part 2: Printing Profits With ExOne [View article]
    VJET is best in breed. They own the IP that is licensed to XONE.

    If I am going to acquire someone, it would be VJET over XONE.

    I don't buy stocks because I think an acquisition is on its way though.

    I look at IP quality and if they have a monopoly in a segment (VJET can 3D print 6 times greater volume than the competition). I look at their customer base (VJET has Ford, Daimer, 3M, etc).

    And then I look who has the POTENTIAL to grow more quickly. The answer to me is VJET over XONE hands down.

    The short sellers aren't targeting VJET either. Even THEY know better.

    VJET has 14 million float and 5 million shares traded today.

    Buy best in breed....like TSLA (was..and still is). Buy VJET.
    Nov 18 05:04 PM | Likes Like |Link to Comment
  • Voxeljet IPO Gives Us Exposure To The Rapidly Growing 3D Printing Industry [View article]
    Funny to read these comments when VJET is at $68.

    It just shows the folly of value investors. They focus on the present reality and past results and not the potential future growth of an industry.

    Are we going to 3D printing parts in the future? Or sticking to tool and molding?

    That's all you need to ask yourself and then place your bet accordingly.
    Nov 18 04:36 PM | Likes Like |Link to Comment
  • Why Long-Range BEVs Are An Economic, Energy And Emissions Abomination [View article]
    First off...car manufacturing is car manufacturing...the only issue is lithium batteries made up of mostly nickel and cobalt. Both are recyclable.

    Second, most owners are not buying because they are environmentalists. They are buying based on 100% torque and performance.

    Third, I'm not an environmentalist...BUT I do want to get the USA off of foreign oil/gas as much as possible. Long range EV's do just that. Bolivia politics are a joke compared to radical ideology in the middle east. Sure, we've been reducing our dependence each year. But I don't want to reduce it...I want to eliminate it.

    Avoiding foreign wars in the middle east is more important to me than global warming. No oil? No reason to be over there to care.
    Nov 13 01:38 PM | 4 Likes Like |Link to Comment
  • Tesla Motors up after-hours as Musk allays recall fears [View news story]
    Am I the only one on the planet that doesn't drive over (much less ever see) large metal objects at highway speeds on the road?
    Nov 12 07:35 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
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