Mayascribe

On EESAT and Energy Storage Opportunities on the Smart Grid

My latest fav creation is the swine flu prevention handshake: a thumbs up fist bump. I now see people doing it even when I'm not involved.

Also, DoubleGuns and myself are going to patent swine flu beer and cider cans, made of coloidal silver. Slogan: "Have an apple cider a day, to keep H1N1 away."

On EESAT and Energy Storage Opportunities on the Smart Grid

Hopium! Hilarious, John.

I'm with you. I put 100 shares of ZBB @ $1.47 on the board the day you suggested I should. Nothing out there on the wires about why it, or Axion dropped, though last Friday I sold off most of my Axion, as well as other stocks to go to cash because of some charts I study, especially, (SPY), and the over all mounting negative market sentiments. Yesterday and today, I reintiated an Exide position, and am looking at increasing ZBB and re-acquiring Axion, soon.

No less than four people on this site predicted today's moonshot rise in the market, yesterday.

On EESAT and Energy Storage Opportunities on the Smart Grid

Thanks, John. I put some shares on the board. You now have another pair of eyes.

I'm not all about short term, I still have shares in my brokerage account that I never sold all the way through this fiasco. Even in my e-gamer account I still have shares of Jaguar Mining I bought last November. But you're right, I do maintain tight stops, and will take profits if a stock pops like ACPW did. The Jeckyll and Hyde in me...

Giddyup ZZB.

Thanks, again.

On EESAT and Energy Storage Opportunities on the Smart Grid

Will do, John. Is there any reason you think the stock's going to bust out soon?

On EESAT and Energy Storage Opportunities on the Smart Grid

John: Great summation of your trip along with investing angles, combined with a new slant. As you know, I have shares in Exide, Axion, and Active Power. Although I sold off much of the Active Power after the recent huge surge, and will reaquire after the stock settles.

My e-gamer plan right now is all about oil and junior miners, and a few H1N1 stocks, with a small smattering of other stocks.

I'll keep track of the batt sector by maintaining ownership of the above batt stocks, and your terrific columns. Currently, unless some accelerating event occurs, I believe the short term dough needs to be planted in the other above sectors. Long term, though, the energy storage sector will go from rust belt thinking to glitz and glam thinking.

Again, good article. Glad for your safe return!

Battery Investing for Beginners, Part 2

From an investing standpoint, John, I don't understand why/how your debaters continuously ignore how the cheap stocks are outperforming the cool stocks, almost by orders of magnitude. May the distant future be replete with battery operated cars powered with green electricity pumped into lithium or other cool-type batteries. But for now, and the near term future, and this is a wild guess, some 200,000,000 to maybe in the next few years, 1,000,000, maybe 2,000,000--because of new potential fleet development--cars will still be running on gasoline, powered by lead acid batteries, as compared to alternative battery powered cars. Again, this is a guess, because there is a surge in NiMH powered cars. Still, the numbers anyway you calculate them, there are and will continue to far more cars currently on the road and being produced that are being powered through conventional batteries.

What I'm gathering is that more than a few commentators in your columns I've been reading since July '08 are writhing and screaming about how you ignore all the potentials of the future (I was one of them back then). Yet, it is apparent to me, other than the very kind Don Harmon, that no one is putting serious money behind their beefs. If they have, you have more than proven to this investor, that their money is languishing.

Our government, through it's recent generous awarding of billions to the battery sector underscores how important batteries are for national security reasons. But what goes into the batteries (REEs) is far more important. That China controls 97% of all the world's REEs scares the bejesus out of me.

For your pro-lithium readers I suggest they check (AMLM). Possibly, a within-the-USA answer to where lithium will come from. But that mine is still three years out from "possibly" producing lithium for batteries.

(That's the way I'm playing lithium, and (ALML) was one of the very few stocks up in yesterday's market evisceration; up another nickle today)

Battery Investing for Beginners, Part 2

Don: I only read the first sentence of your comment. Matters not what followed, to me. I've read pretty much every one of your knowledgable, informative comments. I KNOW you're a good guy, participating in a GREAT idea. I'm all behind you and so hope you win out. Yet...and...

...However, your first sentence is a little out of touch. As in...ever hear of Johnson Controls?

Why I Am Long Active Power

I should have added above that for a while there I had lost my touch, making a plethora of wrong decisions. I'm beholden for the time when I can set it and forget it.

Why I Am Long Active Power

Hey, Ari! I don't really follow a lot of contributors here on Seeking Alpha, but I do enjoy following your posts. I follow no one who has under 100 comments, except you.

Any tips about the health sector. I'm in on Seqenom (SQNM), Arena Pharm (ARNA). Novavax (NVAX) and SonfoiAventis are my H1N1 plays. Any Ideas? If you want to know what's up with ARNA and SQNM, I'll explain why I'm taking a shot on these companies.

Why I Am Long Active Power

I agree, John. In the above email I left out a thought or two. It was going to go something like this, (following the curious part of why Ceramatec is waiting another year and a half to have their battery independently tested):

--As Jack Lifton hilariously exposed Popular Mechanics for their mistakes about the Buick version of the Volt, I wonder if he is going to once again jump on their case.

Sometimes, less said, best said. So that's why I left that part out.

Great market day, today! I saw some short term negative indicators starting last Thurday and started easing out of the market, pulled a lot more out on Friday and Monday, and even more yesterday at the opening bell. I plowed right back in today at the bell and for the most part, missed the little dip entirely. Seldom do I ever buy before 10:45 in the morning, but today seemed the right day to break that rule.

Seems you may be right about Axion, holding steady at $1.68 last I checked. Still think it will drop a little more from here. I might start buying back in around the $1.50 level. Right now, nobody is buying and nobody is selling. That might be a good thing.

Why I Am Long Active Power

John: Another cool innovation to check out. Salt lake City, Utah-based company Ceramatec has brought to us a leap in sodium battery technology, as featured in Popular Mechanics. Here's the short list scoop:

-~$2000 for one battery
-Can hold a 20KW charge, enough to power an average home for a day.
-Runs at less than 200 degrees.
-Thin ceramic membranes act as a cooling agent (that's the really "cool" part of this ingenious technology! Da dump.)
-The ions pass through the ceramics, leaving behind the electrons.
-Allows capture of electricity during off peak times.

The curious part about this battery company, as the article points out, is that the battery will not undergo labratory testing until 2011. Why not now?

Another negative is that the average solar thermal cooling system operates only at 190 degrees. So there would need to be a better chiller to transfer the heat, or there would have to be some mini boiler or some kind of kinetic steamer inorder for the battery to operate more efficiently. It could be that a matrix of batteries could also be used on larger homes--my idea, there.

But here you have it--the more the better, as you say--that this battery operates about 400 degrees cooler than other sodium batt technology, well, I call that aspect BIG in my book! It's a pure play, too.

Why I Am Long Active Power

John: Love Khosla's, "Plugging into a lump of coal," comment. So few words, so pertinent, so correct.

Now let's build some nukes!

I scoff at all the hype today about the Chevy "Dolt."

Thanks for the link.

Why I Am Long Active Power

Up 12 cents so far!

Why I Am Long Active Power

Done!

Why I Am Long Active Power

I did some research on Active Power a while back. But I never thought to expand the screener back ten years. A once $80/share company that is now 74 cents that provides viable solutions in the Energy Storage sector?

I'm in. Gonna go buy 2000 shares right now.

Thanks, John.