Mayascribe

Which Green Stocks Will Be the Last Standing?

"The road to green energy starts in the black earth." --Jack Lifton

Until the free world figures out how dangerous it is for China to be in control of 95% of rare earth elements, most green energy ideas will only remain ideas with a limp.

Makes sense that A123 is joint-venturing with a state owned Chinese company, where the REEs are.

Ever take a peek at A123's cash burn rate. Not good.

Good article, Trader Mark

Lithium Ion Batteries and GEVs: False Gods for the New Millennium

John: Please check out my very latest comment over in a Loundsbury thread. You know how to go right there. Am I wrong in thinking this thesis?

Rapid Transition to Grid Enabled Vehicles Not Possible or Desirable

Road Runner: Yeah, I'm a pretty terrible investor. I have shares of Jaguar Mining (JAG) that are up only 469%. I got into Tech Cominco (TCK) at $5.17, now only over $34.00, and ATP Oil And Gas (ATPG) at $4.71, now almost $16.00, Yingli Green Energy (YGE) at $6.16, now $13.75; got into Yamana Gold under ten bucks, now over $13.00, GE under ten bucks, now mid $15. Had shares of Exide for $1.91, then sold them, them bought them, then sold them, then bought them, merrily pocketing profits all along the way.

I have two accounts. One is an e-gamer account, the other a brokerage account. One is extreme and intense an wildly opportunistic and stressful, the other is like sip'n lemonade while lazing in hammock enjoying the sea breeze in Belize. But if it were not for the stressful account, the sip'n lemonade account would still be way down from last and this years crash.

And, as I was dutifully staring at my screen, as day traders do, while watching CNBC back when Wachovia reset and started selling their shares for a buck, I picked a few for $1.42 that went to about six bucks before being converted into Wells Fargo that are now about $25.00. I could mention many more successes, Freeport, Caterpillar, etc., but I'm not going to waste my time.

Yep, I totally agree with you, I'm really a terrible investor.

And respectfully, you sir, are clueless to the reality and logic to what John Petersen has been steadfastly stating since July, 08. One more thing, I was once like you. I actually owned Ener1. I actually dueled with John way back when. Actually thought lithium batteries were the savior to get us quickly off of oil dependence from our enemies. But, I actually listened to John. He made sense. And from that sense, I line my pockets with profits from the battery sector.

How much have you made off of ANY lithium stock during the past year and a half?

Electric vehicles are coming en masse; but not anything near what you seem to describe, want, need within the next five to eight years.

Ever hear of Tata Motors?

Rapid Transition to Grid Enabled Vehicles Not Possible or Desirable

And Saturday morning comedy commences!

Bird nest soup? (smile, point) Aisle 64. Right beyond the slot machines.

Rapid Transition to Grid Enabled Vehicles Not Possible or Desirable

John: Another gem of an article!

Remember right after A123's IPO, the stock zooming up to $28/share, when I wanted to make a bet that the stock would be under $17.00/ share by the end of the year?

Right now -----> $14.94

Incredible oxymoron that Uncle Sammy threw billions at the battery industry, which dollars are now in part being used to lobby for a flawed, irrational, and very expensive and outrageously moronic idea.

GEV should stand for "Government Errors Violently"

I truly appreciate your vigilance.

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.

A123 vs. BYD and Other Irrational Battery Investments

jerrydd: You carve up my stuff, and yet ignore the spaghetti trails of condo living extension cords out to cars that lay in some kind of potential condo internecine neighborhood warfare abyss? You believe what you want. Kudos that you live a life where you can say you have a vehicle... "Hey dude, can I plug in for a moment?" Just think about when millions are as clever as you.

Further, where do you live? Jettson-ville? No way here in Philly are parking garages set up for something yet that has not even occurred. Plug-in vehicles that have plugs nearby in 30-50 year old garages? Don't want to mock in public, not my nature, but WTF are you talking about? Where do you live, where you can walk into anywhere and say, "Can I get a charge?"

Either you are way ahead of the curve, brilliantly so, or you are abusing or with greater nonsense, enhancing the coupon clipping society, and getting away with it. Either way, makes no difference, because either way, neither way is possible, on a grand scale.

Thanks for the electric bill tip. Invest your knowledge accordingly.

A123 vs. BYD and Other Irrational Battery Investments

Jerrydd: Surely you are correct.
But about the number of things "wrong" about my post, I will take exception to. First and foremost, I was being a little facetious in saying "millions of cars." That's not happening anytime soon. Second, when it does happen, coal plants will indeed have to burn more coal. I live in PA. Yes I get electricity from the largest nuke on the planet; Kimberton. And from that, my electricity rate may be much higher than yours, regardless of the fact that the time of day is cheaper at night.

Bottom line. Electricity ain't free. I've been following John since his first article he wrote here on SA. Plug-in cars are way off in the future. And, further, if you live in a condo like I do (I have a garage) and don't have a garage, there is going to be all kinds of extension cords everywhere out to the parking lot.

Fully electric vehicles are only practical in fleet form; like US Postal vehicles. Fully electric vehicles are complete nonsense, and I would never invest in one until I get 300 miles of sustained driving experience with a five minute recharge. Anything else is highly inconvenient, as things stand now and for the forseeable future.

Further, I did not even intimate that EV's would induce a blackout. Do you not have thunderstorms where you live? Squirrels running into transformers? An occasional car ramming a telephone pole. Do I have to think of anymore reasons power could go out?

A123 vs. BYD and Other Irrational Battery Investments

Guns: Agreed. It's just that the "lithers" are getting ahead of themselves. That's why I facetiously wrote, "millions."

A123 vs. BYD and Other Irrational Battery Investments

Guns: If more cars are in effect, plugged into a coal plant at night, it still costs the owner of the car to charge his/her car. With millions of electric cars all charging at night, more coal will have to be burned. Another area of pure electrically power cars is, what happens when there's a power outage?

That the dog pissed on my homework excuse for not showing up to school or work will become extinct. 7AM...dialing..."Boss, my power went out. I have no way to get to work."

Solution: Buy a gas burning generator to power your electric car.

A123 vs. BYD and Other Irrational Battery Investments

Jack: Great comment! And many thanks for allowing us all to read your report.

John: Been in the shadows watching this comment stream develop.

Another terrific article! Lots of great comments. You have the patience of a saint.

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!