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wtblanchard

wtblanchard
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  • Axion Power Concentrator 74: Beginning March 5, 2012, Bangwhiz's Article, Selling The PbC Battery - It's Not Easy Being Green! [View instapost]
    Coda Automotive customer deliveries of electric car in March, and a brief test drive

    http://bit.ly/wLYyiB

    California only.

    "The 10 year, 100,000 mile battery warranty is also "best in class", as is the 14.1 cubic feet of trunk space. Its price (MSRP) per mile of electric range is a "best in class" $292/mile versus $352/mile for the Nissan Leaf, $392/mile for the Ford Focus Electric, and a whopping $428/mile for the Mitsubishi i-Miev."

    On the other hand, there's this:

    http://bit.ly/xhcG0y

    "Hafei is a subsidiary of China's state-owned Changan Automobile Group, which is in turn owned by the China South Industries Group Corp. — or the China Weaponry and Equipment Group, as it is known closer to home. "
    Mar 6 04:37 PM | 4 Likes Like |Link to Comment
  • SeaDrill: Don't Worry About Quarterly EPS Loss, Company Strongly Positioned For Growth [View article]
    What do you mean "won't let them linger?"

    I'm not concerned about their effect on SDRL (which I have a position in,) just wondering if there is a really good (though riskier) opportunity in Archer.
    Mar 6 01:35 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 73: Beginning Mar. 2, 2012, Bangwhiz's Article, Selling The PbC Battery - It's Not Easy Being Green!  [View instapost]
    "Xtreme will have positive cash flow in 2013. Gotcher is considering an initial public offering and would be receptive to a takeover bid. Xtreme is “totally open” to finding a strategic investor, he said."

    So, does that sound a company totally sure of it's prospects?

    On the other hand, Stefan Moroney posted in APC 74 a link
    http://bit.ly/A79vvZ
    to Princeton Power's inverters, and one of their customers is http://bit.ly/xQVzT8
    "an OM Group" company.

    Look familiar? http://bit.ly/x0yjJa

    So much opportunity, so much competition.

    Have we had a real discussion here about the pros and cons of AXPW staying independent?
    Mar 6 10:34 AM | 5 Likes Like |Link to Comment
  • SeaDrill: Don't Worry About Quarterly EPS Loss, Company Strongly Positioned For Growth [View article]
    So is Archer Ltd. a good opportunity now, or just in a difficult position trying to compete with the likes of HAL and SLB?

    Or do I have their main competitors wrong?

    Is Archer most likely a several year wait for real stock performance?
    Mar 6 10:06 AM | 1 Like Like |Link to Comment
  • A speculative play on UQM [View instapost]
    Hey ... I've already got a "turn-key" propulsion system :-)

    And why are they building "LARGE comfortable" cars?

    Didn't they get the memo?

    Isn't Australia sitting on tons of (offshore?) natural gas? Guess they're gonna export it all to Japan and China. Shades of the US in 10 years? Been trying to figure out where I stand on US Nat Gas ... should we move much of our "Big Rig" transportation and more electrical generation to it only to have the producers start exporting it and driving the price up to nearer old levels?

    Where does national responsibility and free trade end? Just how far out can you lock in a future price?
    Mar 6 09:46 AM | 1 Like Like |Link to Comment
  • SeaDrill: Don't Worry About Quarterly EPS Loss, Company Strongly Positioned For Growth [View article]
    Don't you have to set aside the money to pay for the stock should it be put to you? So how does this free up as much cash as it might look like on the surface?

    How far out of the money and in time are these puts?
    Mar 5 04:06 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentator 72: Beginning Feb 29, 2012 [View instapost]
    Does that also imply the inverters might need to be customized?

    All we know for the moment is that they're used one Princeton Power Systems inverter, but I'm not clear on how many other vendors they might work with.

    And is RoseWater equipped to do this whole realm of customization, or does the company need another partner?
    Mar 4 12:02 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 73: Beginning Mar. 2, 2012, Bangwhiz's Article, Selling The PbC Battery - It's Not Easy Being Green!  [View instapost]
    I'm interested!

    Just as we talk about the need to understand continuing ICE improvements w.r.t. EV sales potentials, I think we need to similarly understand the economics and "uptake" of Gensets.

    Big players like GE are not just going to roll over and surrender their market.

    I wonder if there's something similar to "range anxiety" in the locomotive world?

    I think we do "know" that NSC's "failure" with the original NS 999 is a psychological hurdle to overcome to sell "the industry" on the concept of Battery based locomotives.
    Mar 4 11:52 AM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 73: Beginning Mar. 2, 2012, Bangwhiz's Article, Selling The PbC Battery - It's Not Easy Being Green!  [View instapost]
    I think there's a lot of fear that the Iran situation gets out of "control" and oil prices spike leading to a recession. Given the run we've had, taking profits makes a lot of sense.

    Gary Kaminsky on CNBC talks a lot about investor mangers and their relative performance in any given year and whether there are a lot under performing and thus likely to "push the envelope." Given how good the market has been already, I suspect many are feeling pretty good about where they are, and even this early in the year might push hard to preserve their gains. Maybe "Sell in May and Go Away" comes even earlier this year.

    Always to your advantage to think about the psychology of the "big boys."
    Mar 4 10:50 AM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 73: Beginning Mar. 2, 2012, Bangwhiz's Article, Selling The PbC Battery - It's Not Easy Being Green!  [View instapost]
    NSC was also pursuing a Genset front in late 2011:

    http://bit.ly/x1mlao

    http://bit.ly/AoUFGK

    They seem to have a significant relationship, thought it's hard (for me) to tell who they're building them for.

    RJ Corman bought the assets (but not the liabilities) of the RailPower Corp on June 18, 2009

    For example on AltoonaWorks Facebook page:
    New Railpower gensets UPY 889 and 890 have been completed at the Juniata Shops. UP class RP20SD. (2/15)

    Note that National Railway Equipment is a genset competitor:
    http://bit.ly/AhC9Ru

    See http://bit.ly/AbTm5y and
    http://bit.ly/yXXmxq
    Mar 4 12:17 AM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 73: Beginning Mar. 2, 2012, Bangwhiz's Article, Selling The PbC Battery - It's Not Easy Being Green!  [View instapost]
    TECHNOLOGY/BUSINESS OPPORTUNITY Advanced Carbon Aerogels for Energy Applications
    Solicitation Number: FBO249-12

    http://bit.ly/xvZkVb


    Potential Applications:


    •· Energy storage in batteries and supercapacitors are an ideal use of carbon aerogels. Tunable porosities can be used to minimize diffusion resistance while maintaining constant surface area.


    •o CAs can boost supercapacitors, with values to thousands of farads based on a capacitance of 104 F/g and 77 F/cm3.


    •o Batteries can use CAs as current collectors or scaffolds for 3D intercalaters.


    ...
    Mar 3 11:39 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 73: Beginning Mar. 2, 2012, Bangwhiz's Article, Selling The PbC Battery - It's Not Easy Being Green!  [View instapost]
    On the other hand, couldn't the seller pull the order after for example if it didn't fill the first day? If so, it still seems that the MM is taking some risk.
    Mar 3 11:14 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 73: Beginning Mar. 2, 2012, Bangwhiz's Article, Selling The PbC Battery - It's Not Easy Being Green!  [View instapost]
    Having a little trouble figuring out whether East Penn is presenting multiple faces or not w.r..t Gird Storage:

    East Penn Manufacturing Co Inc. acquires Ecoult
    07 May 2010
    East Penn Manufacturing Co Inc. acquires Ecoult from CSIRO and Cleantech Ventures.

    "Ultrabattery Uses:" http://bit.ly/yYrnID

    Note the new (to me) acronym: RAPS - Remote Area Power Supply.

    I'm not seeing much about the project I referenced above on their News Page ...

    http://bit.ly/swzYby

    more about Wind Farms ...

    Lots of familiar themes here, but as with many/most? in the field, distressingly low on specifics.
    Mar 3 03:27 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 73: Beginning Mar. 2, 2012, Bangwhiz's Article, Selling The PbC Battery - It's Not Easy Being Green!  [View instapost]
    Update:

    NS 6903 was one of the first to be tested in it. That's one of the new SD60E rebuilds.

    Suggested that they can now develop and test their own emissions kits now instead of relying on EMD and GE.

    Haven't figured out what a "kit" is yet, but Google has some suggestions:
    http://bit.ly/ylv8mu


    Some random links on locomotive emission testing:

    http://bit.ly/Acyru7

    http://bit.ly/AmoDxm

    http://bit.ly/xOUPkG says
    "Exempted from the emission standards are electric locomotives"


    Union Pacific's "environmental" PR list:
    http://bit.ly/zFalOn

    They were excited about Gensets in 2008:
    http://bit.ly/xkKefY
    Mar 3 02:49 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 73: Beginning Mar. 2, 2012, Bangwhiz's Article, Selling The PbC Battery - It's Not Easy Being Green!  [View instapost]
    Oh Lord, more terms to understand:
    Equipment:
    , UltraBatteries™
    , Power Conversion System
    , 15 kV Switchgear
    , 69Kv Bus and Fused Switch
    , Battery Cooling System

    More details including timelines:
    http://bit.ly/wFhsHy

    Planned to be firing up around now, with yearly reports.

    Note they're selling Frequency Regulation Services to PJM as well.
    Mar 3 10:01 AM | 7 Likes Like |Link to Comment
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