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D. McHattie » Comments » ACPW

  • On EESAT and Energy Storage Opportunities on the Smart Grid [View article]
    JP, you've no doubt by now viewed the Envision video featuring an Axion battery as part of the overall 'Solar Tree' concept - what do you think?

    It's nice to see a specific way in which Axion can capitalize if plug-in hybrids actually do become popular since we know Axion batteries won't be inside the cars themselves.

    However, your research has shown us that plug-ins will not be much of a factor for at least 5-10 years.

    This Envision SolarTree thing seems a little premature.
    Oct 27 20:14 pm |Rating: 0 0 |Link to Comment
  • Alternative Energy Storage: Cheap Continues to Outperform Cool [View article]
    I'm very torn right now.

    I have some money in this sector, consistent with the theme of this article and I also have some cash on the sidelines.

    I like the energy storage sector but feel that the broader market is overbought.

    I feel that a correction in the broader market will pull energy storage companies down with it. But, on the other hand, the share price of these energy storage companies should get a significant boost form the ARRA grants and the A123 ipo.

    I just feel that a good trader could really cash in here over the next couple months. I wish I was one.
    Aug 03 09:22 am |Rating: +3 0 |Link to Comment
  • Energy Storage on the Smart Grid: 99.45% Cheap and 0.55% Cool [View article]
    Another great article, John.

    But I noticed that, though you mention ENS in the article, you did not disclose your position in the company as you usually do. Was that an oversight?
    Jul 19 09:31 am |Rating: 0 0 |Link to Comment
  • Li-ion Battery Technologies: Understanding Their Development Path [View article]
    Another great article. Thanks John.
    Jun 07 11:14 am |Rating: +1 0 |Link to Comment
  • Why Pure Play Energy Storage Companies Could Double for Investors [View article]
    John, I wish I could just invest in this sector and not have to pick and choose companies.

    There is no ETF comparable to a GDX or a PBW for the advanced battery sector, right?

    You have suggested taking a small position in each of the 12 companies in your storage device maker table - can you think of any other way for the amateur to get involved without him having to try to become an electrical engineer/CFA?
    Feb 26 20:44 pm |Rating: 0 0 |Link to Comment
  • Energy Storage Incentives Approved by Congress  [View article]
    Thanks, John, I was hoping someone would summarize the energy-related components of this stimulus bill and spare us all the aggravation.

    The more we expand the alternatives to oil the better off we'll be. This period of dollar strength could end at any moment, given the commitment of the fed, congress and obama to create inflation. Higher oil prices will be one major consequence.

    One of the main differences between oil and other energy sources, as you have identified, is storage. The only storage device you need for fossil fuel storage is a tank.

    Wind and solar require massive batteries to store the energy collected during day-time or windy periods for use at night or calm periods.

    Vehicles and devices that typically run on gas (lawn-mowers, snow-blowers, chain-saws, etc) will also benefit from battery improvements.

    For the next 10 years, building a better battery these will be like building a better mouse-trap - the world will beat a path to your door.
    Feb 16 09:11 am |Rating: +5 0 |Link to Comment
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