User 283977

Energy Storage: Chrysler - A123 Alliance Likely to Spark Interest in Sector

I believe the crux of John's article is that the emergence of an A123 IPO will attract more investments into the battery sector.

Look closely at the list of bullet points John has provided, particularly his incremental Vs. disruptive technology, volume of exotic raw materials, and the emphasis on cost benefits points. Those speaking points speak volumes when considered in the context of John's excellent series of articles in this area.

The Chrysler deal in conjunction with ATVM funding should prime the current battery technology sector. In the course of doing that, an A123 IPO will also prime the Lead-Acid new, disruptive technology area with its non-exotic raw materials requirements and its potential cost benefits.

In other words, the Chrysler deal is the now, while Lead-Acid (AXPW), a potential disruptive technology is the near future. The only negative I see for A123 is that the deal is with Chrysler, the weakest of the automotive Big 3. However, given the ATVM, an A123 IPO should be an investment opportunity. Holding it depends on how your crystal ball sees the future.

I own AXPW because I totally agree with John that Lead-Acid could be a disruptive technology. Consequently I am long on AXPW.

Data Center Power Crisis Likely: Look for These Companies to Profit

I think the article is based on old projections. The economy Is down, and its going to be down for some time in the future. That means that power consumption is going to be down as well. That means there should be more then enough power in the current power generation system. Yes, it will be a problem in the future, but right now, this issue is a low priority for most companies that are just trying to survive, which is probably bad news for the companies mentioned in this article.