captainccs

On EESAT and Energy Storage Opportunities on the Smart Grid

How soon will ZBB run out of cash? Reminds me of the dot-com no-revenues-but-great-... bargains. ;)

I just don't see investing in any energy related company that is not currently making a profit. I'll leave that to the VCs.

On EESAT and Energy Storage Opportunities on the Smart Grid

If you wait for a brown-out to start doing something about it, you'll have guaranteed blackouts before you solve the problem.


On Oct 16 08:46 AM jerrydd wrote:

>
> Your line that 'what was missing was buyers' is telling. Facts are
> we already have enough grid to handle the load. How many blackouts
> have you heard about this summer?
>

Battery Investing for Beginners

>>>The first, and perhaps the most important, step down that path is the minimization of waste in all its pernicious forms.<<<

I think the above misses the central issue of life, specially if six billion people are to enjoy the lifestyle of the current top 600 million. Six billion well-off people will make mountains of "waste." The issue is what to do with it. The secret word is "recycling." I am convinced that making liquid fuel from waste will be one of the big sectors in the developing green energy world.

Just what kind of fuel will your "HEV" use? Gas or Diesel made from waste! Chicken fat, yellow oil, municipal waste, agricultural waste, from anything that contains carbon and can be gasified. And don't just think about cars. Airplanes, ships and long haul trucks will never be fully electric.

Frankly I can't get excited about buying a $20 share in a company that loses money on every battery they sell. Maybe they make it up on volume. hahaha

Disclosure: Long RTK

A123 Systems IPO Meets with Great Success

John:

That (HEVs) sounds like a safe prediction, the best of both worlds. Diesel-electric has been very successful on the railroads for decades.


On Sep 24 11:08 AM John Petersen wrote:

> captainccs, my murky crystal ball says that after things calm down
> a bit the winner over the next decade will be HEVs (without plugs)
> because they offer the best of both worlds at an affordable price.

A123 Systems IPO Meets with Great Success

This race has been run before, the Otto engine vs. electric vs. steam. Steam lost, electric took second place mostly in fork lifts and the grand winner was Otto. A hundred years later we are seeing a rematch between Otto and electric. This being an "architectural" type race, I think there can be only one take all winner. Gentlemen, place your bets!

I don't think the major oil companies are going to curl up and die without a big fight.

Disclosure: Long RTK