catalite

Lead-Carbon: A Game Changer for Alternative Energy Storage

I'm wondering how the market for energy storage is going to grow to $100 billion in the next few years with oil and natural gas so cheap. Unless we get a carbon tax (which I'm in favor of), or oil and natural gas prices double in price, I dont see how market forces are going to create $100 billion in demand. I'm a big believer in global growth, so a double in oil and natural gas certainly possible, but do you see other economic factors that are going to drive the energy storage market? White House tax credits alone won't do it.


On Jan 18 02:14 PM John Petersen wrote:

> TSVee, I know there are a lot more tests that need to be performed
> and documented, but I suspect you have a far better idea of what
> they would be than I do. I have every reason to believe the research
> staff is doing everything to document the technology properly, but
> I've been out of the loop for about a year and don't have any kind
> of firm idea about what data will be released and what the timing
> will be. I'm very confident that all data will be thoroughly documented
> before it's released. The board wouldn't tolerate anything less.
>
>
> Renzo, from what I know about ZBB, they're looking at multi-hour
> discharge profiles while Axion is focusing more on the 15 minute
> to one hour range. ZBB's prospects look pretty bright from where
> I'm sitting. In the final analysis, if this market grows from $25
> billion to $100 billion like the experts predict, everybody will
> have more business than they can possibly say grace over.
>
> Tredelon, When it comes to valuing companies, I look at the premium
> between market capitalization and stockholders equity. For ABAT the
> premium is $64 million; for ALTI the premium is $52 million; for
> HEV the premium is over $500 million and for Axion the premium is
> closer to $32 million. I like ABAT's plan to focus on things like
> the Veken scooter and electric bicycles. The places I see big trouble
> are companies that want to power EVs or the stabilize the grid with
> $1,300 per kWh batteries.
>
> I wouldn't be so sure about Axion's need for a capital raise anytime
> soon. The board throws nickels around like manhole covers and the
> company has about $8 million of revenue backlogged. If development
> proceeds apace, Axion will have substantial recurring revenue before
> it needs more money, and financing roll-out of a commercial product
> is far different from financing R&D.
>
> Frflyr, no idea why, just licking my wounds with everyone else.

Lead-Carbon: A Game Changer for Alternative Energy Storage

Johnson Controls (JCI), a major manufacturer of car batteries, missed earnings and guided below consenses, depressing the battery group.


On Jan 18 01:37 PM frflyer wrote:

> Any idea why Exide fell 20% friday? I don't see any news that would
> cause such a big drop on high volume.
>
> At P/S 0.10, forward P/E 2.4, P/Book 0.79 it certainly looks cheap.

America Must Rebuild Domestic Battery Manufacturing Infrastructure

I have had difficulty finding the patents of axpw. I have made several different types of search queries at patft.uspto.gov/, both in the issued and pending areas. I have looked at over a hundred patents and still have not found any belonging to Axion Power. I have also asked Axion three times for the patent numbers and/or who the patents are assigned to, but Axion does not respond. Could you provide me with the patent numbers? I'm simply an interested investor.