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PhishDBob

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  • Axion Power Concentrator 355 August 3 '14: Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO; Share Reverse Split And Authorized Share Reduction Approved [View instapost]
    http://bit.ly/1ltmdim

    If you google WAPA/Feed In Tariff/Net Metering there are some interesting tid-bits where the utility rep's call for increased storage and power conditioning... hopefully New Castle is in contact with the Virgin Islands Water and Power Authority (WAPA).
    Aug 4 03:24 PM | 5 Likes Like |Link to Comment
  • Homex Restructuring Promises Big Returns For Early Investors, With Gains Of 30%-500% [View article]
    Most of the funding for these projects is still tied up while the Nieto administration is ironing out details regarding funding, from my understanding (having worked on two for ICA) the government is still holding money owed the GC's and subs (who I work for) so there is some uncertainty revolving around those projects.

    If the quality of construction is similar to some of the other projects we have walked there will be some major costs that will occur in the next 5-7 years.

    the terms of the concession is a 7 year payback on a 20 year life. So it could be profitable but only if they actually build to the standards that will hold up over the long term. But as full disclosure to an extent I have been looking at getting into Homex over the course of the last year and this is welcome information that will help me to make the best decision.

    Thanks for your research.
    May 27 02:17 PM | Likes Like |Link to Comment
  • Homex Restructuring Promises Big Returns For Early Investors, With Gains Of 30%-500% [View article]
    By any chance do you have any insight into the Federal concession projects Homex has been working on regarding Federal Prisons? One in Morelos and the other off the coast of the Pacific Ocean called Islas Marias?
    May 27 12:18 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 317: Mar. 22 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    http://on.mktw.net/1ds...

    I wonder who the "large automaker" is....
    Mar 25 02:48 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 312: Mar. 08 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    Thanks for the reply:

    From an outside perspective not being here over the last 5-7 trading days I see this as a mini hype-cycle where the Axionista base found something to actually sink their teeth into.

    Hopefully we get something from New Castle that is definitive and positive news. It would be better if it was from TG so he could start to rebuild confidence from some Axion investors who are full of that tough love I call "constructive criticism."
    Mar 10 03:19 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 312: Mar. 08 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    I've been on a job site in central Mexico for the last 2 weeks and have yet to catch up on the concentrator... cam anyone shed some light on the basis for this rally? don't get me wrong I'm back in the black but what's the underlying reason for the dramatic shift?
    Mar 10 09:58 AM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 289: Dec. 15 '13: Q3 '13 Results; Sale Of PowerCube™ ESS; John Petersen Joins EPower [View instapost]
    The imports will have to go further into the heart of the country, one of our businesses is located in San Luis Potosi, where the state government has been pushing to move to NG from coal. There is tremendous demand throughout the interior of the country.

    Personal thought is that the new infrastructure package Pena Nieto has introduced along with the Pemex reform will make that economy continue to grow as rapidly if not more so in the next 5 years.
    Dec 16 08:35 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 283: Nov. 14 '13: Sale Of PowerCube™ ESS; John Petersen Joins EPower [View instapost]
    If the customer can combine the green credits (if available) with the Section 179 deduction which the PC would apply towards and it get's paid for and operational before the end of the year that would make the ROI seem more than compelling. If my mental math is correct the cost of equipment after the deduction would be closer to $210k than $320k...

    Interesting to think about at least.
    Nov 15 02:03 PM | 11 Likes Like |Link to Comment
  • Axion Power Concentrator 282: Nov. 10 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    Hopefully the 1.3MW array is directed appropriately, our home is on a hill immediately adjacent the resort... Seems a very prudent decision on the part of Starwood, better to offset the obscene rates with other peoples money for a few years than pay WAPA.

    Side Note: If anyone is planning to travel to St. John I suggest Caneel Bay over the Westin Resort. Better food and beaches!
    Nov 13 05:09 PM | 9 Likes Like |Link to Comment
  • Axion Power Concentrator 282: Nov. 10 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    http://bit.ly/172wrSY

    This is the coalition that is pushing the Smart Grid initiative on St. John. There is a readily available budget to push this project through and have a target of 25% of the total power used generated by Solar and Wind operational by the end of the year.

    To me this little project on a sleepy little territory of the US seems like the perfect place for our new PC to be set up and running by the end of the year. As my wife is in the last trimester of her pregnancy I have to forego our normal Thanksgiving in the islands and stay in my cold and windy little corner of Dallas. I will task my family with asking around to see if we can get a little more insight into the progress of the Smart Grid on the island.

    Unless TG gives us more info on the CC I will follow up with anything that is learned over the next few weeks.
    Nov 13 03:23 PM | 13 Likes Like |Link to Comment
  • Axion Power Concentrator 280: Nov. 01 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    Sorry I can't share the entire article, this is from a meeting on island the end of August, and I think the first 3 paragraphs are very interesting in regards to the PC from Axion. This was sent to me by our solar installer when I was talking to him last week about our installation and how we needed to look into a smart grid for the island. Hopefully this will be one of the sales TG has coming to discuss at the CC.

    Created on Monday, 03 September 2012 08:40
    Written by Jaime Elliott
    St. John Tradewinds

    With its single electrical distribution grid, St. John is an ideal location for large-scale solar energy generation, officials from the V.I. Energy Office, V.I. Water and Power Authority and a national non-profit told about 40 people at a Thursday night, August 30, meeting.

    Clean Local Energy Accessible Now (Clean) Coalition is a non-profit organization dedicated to implementing renewable energy. The group, which has implemented five renewable energy projects across the U.S., has an ambitious plan to implement a photovoltaic system which would account for 25 percent of the energy generated on St. John and be operational by the end of 2013.

    The program is projected to cost around $45 million and would implement tied in photovoltaic systems across the island along with battery storage with a goal of creating 25 percent of the energy generated on St. John from solar.
    VIEO officials plan to apply for a competitive grant from the Department of Commerce to cover part of the cost of implementing the program, according to VIEO Director Karl Knight.

    http://goo.gl/v4rl7x

    This is another article that references the meeting reported on above.

    http://bit.ly/1dI5DJq

    This one might be easier to read.
    Nov 4 12:08 PM | 12 Likes Like |Link to Comment
  • Axion Power Concentrator 264: August 30: 10Q Filing For Q2; Two Axion Forbes Articles; John Petersen On PIPE Mechanics & Incentives [View instapost]
    Quick FYI,

    I received an RFQ for blast doors (5 psi rating) for 300 Bio-Diesel storage facilities capable of allowing ingress and egress of Class 8 rigs. It is to be built over the next 3 years by a private group. When I have more information I can share I will.

    Back to work,

    Phish

    P.S. I see no challenges to ePower or Axion but I will leave that judgment to the smarter contributors, I will stick to doors.
    Aug 30 02:02 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 262: August 22: 10Q Filing For Q2; Two Axion Forbes Articles; John Petersen On PIPE Mechanics & Incentives [View instapost]
    JP,

    Has ePower looked into using the small configuration that it has been running and adapting it to the massive fleet of 480,000 School Buses in the United States?

    Just a thought.
    Aug 23 11:14 AM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 262: August 22: 10Q Filing For Q2; Two Axion Forbes Articles; John Petersen On PIPE Mechanics & Incentives [View instapost]
    Great series of books, just take breaks in between as there are so many books in the series. My suggestion would be the original Sherlock Holmes short stories which keeps the British theme.
    Aug 22 11:37 AM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 261: August 18: 10Q Filing For Q2; Two Axion Forbes Articles; John Petersen On PIPE Mechanics & Incentives [View instapost]
    Preface; Story turns into a question.

    My uncle owns a portion of a small trucking company in North Texas that specializes in the relocation of heavy equipment, which is very lucrative right now give our infrastructure spending. Over the weekend I was at my brothers 3rd and final graduation where I brought the question of ePower and their viability to my uncle who runs and works in the trucking industry. When I threw out the number of $50k for a standard retrofit he dismissed the number as being too high by a minimum of 50% and up to 100% in his experience.

    I can ask him for some documentation to back up his assertion, but I was wondering where the backing is for the $50k reference that ePower uses to justify the expense and payback period as being sub 24 months compared to the normal incurred cost of a standard retrofit.

    If at some point I missed this thread from the concentrator I apologize.

    Thanks,

    Phish
    Aug 20 06:05 PM | 14 Likes Like |Link to Comment
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