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Pztrick44

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  • Axion Power Concentrator 370 Oct. 02 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    A lot of nice-sounding stock alert notifications inboxed this morning for me ;)
    Oct 3, 2014. 12:12 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 256: July 31: Two Axion Forbes Articles By Tom Konrad; John Petersen On The PIPE Mechanics And Incentives [View instapost]
    Name him Bio-Carbon and see how much hype he gets at the tracks.
    Aug 2, 2013. 11:05 AM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 251: July 13: Axion Power Receives Additional Purchase Order From EPower Engine Systems To Supply PbC® Batteries And Battery Management Systems For (10) Class 8 Heavy-Duty Trucks [View instapost]
    I had thought the valuation at $33 was excessive, but then, I only seem to find falling knives to be attractive.
    Jul 17, 2013. 10:50 AM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 249: July 8: Axion Power Receives Additional Purchase Order From EPower Engine Systems To Supply PbC® Batteries And Battery Management Systems For (10) Class 8 Heavy-Duty Trucks [View instapost]
    The topic name reported for rows 14-19 is incorrect. It should read "Selected Renewable Energy..." (although the topic number 10 is correct for these awards).

    This PDF has a list of all companies that applied, sorted by category:
    http://goo.gl/yC6bM

    The FOA does specify that it expects to award approximately 90 awards...
    Jul 10, 2013. 10:46 AM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 249: July 8: Axion Power Receives Additional Purchase Order From EPower Engine Systems To Supply PbC® Batteries And Battery Management Systems For (10) Class 8 Heavy-Duty Trucks [View instapost]
    It's definitely a global governance issue...

    So much of the opposition against regulations/taxes efforting emissions reductions is rooted in corporate competition (e.g. "we'll be less competitive than peers in China, EU, whatever") ... thus necessitating global concerted action if we're actually going to tackle anything. Ideally, companies would (begin to) compete on their technical or comparative advantages rather than how willing the regime within which they are domiciled is willing to let them externalize costs to society/environment through lax environmental regulations.
    Jul 9, 2013. 12:03 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 249: July 8: Axion Power Receives Additional Purchase Order From EPower Engine Systems To Supply PbC® Batteries And Battery Management Systems For (10) Class 8 Heavy-Duty Trucks [View instapost]
    Axion Power Receives Additional Purchase Order From ePower Engine Systems to Supply PbC® Batteries and Battery Management Systems For Class 8 Heavy-Duty Trucks
    http://yhoo.it/1bimCl1
    (just re-posting link for those that skip the APH blog post habitually :)

    I'm pleased to see ePower making progress (no matter how small in absolute terms). Success stories like ePower will be crucial to persuade further purchasers down the line.
    Jul 8, 2013. 09:50 AM | 9 Likes Like |Link to Comment
  • Axion Power Concentrator 248: July 2: Axion Power Receives Order To Supply Class 8 Truck Battery Strings For EPower [View instapost]
    OT

    Ford Develops Advanced Technology to Revolutionize Prototyping, Personalization, Low-Volume Production
    http://bloom.bg/12m2K9x

    "Once fully developed, the technology will allow for lower costs and ultrafast delivery times for prototypes – within three business days versus conventional methods that take anywhere from two to six months."
    Jul 3, 2013. 12:22 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 248: July 2: Axion Power Receives Order To Supply Class 8 Truck Battery Strings For EPower [View instapost]
    This was shared on a recent concentrator:
    http://bit.ly/10IWXgH
    "BROOKVILLE AWARDED CONTRACT TO MANUFACTURE FIRST AMERICAN DESIGNED AND PRODUCED OFF-WIRE CAPABLE MODERN STREETCARS FOR CITY OF DALLAS"

    Did anyone ever identify the batteries to be used?
    Jul 2, 2013. 02:09 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 247: June 28: Axion Power Receives Order To Supply Class 8 Truck Battery Strings For EPower [View instapost]
    The market may remain irrational longer than you can remain solvent... ;)
    Jul 2, 2013. 10:57 AM | 9 Likes Like |Link to Comment
  • Axion Power Concentrator 247: June 28: Axion Power Receives Order To Supply Class 8 Truck Battery Strings For EPower [View instapost]
    +1.

    Honestly, Axion the company is fundamentally in better shape than before the financing. Yes, it may be dilutive to shareholders, and perhaps our collective fear is self-fulfilling in this (e.g. lower prices from fearful selling drive further dilution via convertible downward spiral) -- but the company has the money to execute for the next year to see this through one way or the other.

    When I re-evaluate my investment thesis with investments made at $0.60 or $0.40 or $0.23, I have no regrets. They were predicated on the likelihood of a $3+ back-of-the-knapkin valuation with the fulfillment of a major OEM contract. If anything, we are closer than we have ever been to realizing as much.

    I don't look at the share price day-to-day; I place my buys when I see a reward-to-risk ratio that I like (and when I have the powder), for a position size/risk exposure that I can stomach.

    Nothing has happened to defy my original investment thesis, so there is no reason for me to think about selling. I (try to) buy or sell on fundamental changes in the company; management can't control the stock price.

    If you were a buyer at $0.25, what has changed between then and $0.16 today to drive you to sell? The market -- a bunch of people with no more information than yourself -- may be bearish, but what else?

    So yeah, +1 for patience and persistence.
    Jul 1, 2013. 05:57 PM | 10 Likes Like |Link to Comment
  • Axion Power Concentrator 241: June 4: Axion Power Reports First Quarter Results For 2013 [View instapost]
    Ate some shares at $0.235. Hiding back in the sand now...

    http://bit.ly/Zyp2H9
    Jun 7, 2013. 01:24 PM | 8 Likes Like |Link to Comment
  • Axion Power Concentrator 239: May 24: Axion Power Reports First Quarter Results For 2013 [View instapost]
    thotdoc-
    I concur with analyzing our 'storage ecosystem' and could be interested in putting some charts together like this:

    http://bit.ly/14K0T1g
    (totally bogus values/scale)

    Here, with bogus data, I use a scale of 1-10 (which could mean ordinal ranking among the types of batteries), but you could also have each leg use absolute scale (e.g. 3,000 or 40,000 cycles before toast at 100% DOD).

    The other design question is whether it would be more helpful to analyze cost as its own leg in the chart, or if each leg should be normalized against cost --- e.g. 40,000 cycles normalized to 425 cycles/kwh/$). I think the latter would provide the most 'analytic bang'.

    And then there's the task of researching the actual data for the various battery types... ;)
    May 24, 2013. 08:02 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 239: May 24: Axion Power Reports First Quarter Results For 2013 [View instapost]
    I like that term 'fit-and-forget'
    May 24, 2013. 07:56 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 239: May 24: Axion Power Reports First Quarter Results For 2013 [View instapost]
    What would be the next public indicator of progress with the OEM automaker supplier?

    Would we see an MoU press release (e.g. when they've concluded negotiations), zero notice until vehicles show up at an auto show with Axion inside, or something in between?
    May 24, 2013. 04:13 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 236: May 15: Axion Power Releases Quarterly Report For The First Quarter 2013 [View instapost]
    I google'd a report that said he was retiring as of March 31, 2012.
    http://bit.ly/13zfflC
    Though that probably just means he gets to avoid the more chore-some activities of managing assets.

    And from this article, speaking on acquiring small startup hedge funds:
    "They can traffic in markets and in stocks that aren’t covered by a multitude of analysts. They might be looking at stocks that aren’t covered at all ... They can operate in inefficient marketplaces, and where you have inefficient marketplaces, you have better returns."
    http://bit.ly/MFJFw1

    Know any marketplaces like that?
    May 16, 2013. 11:54 AM | 10 Likes Like |Link to Comment
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