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Amouna

Amouna
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  • Axion Power Concentrator 237: May 16: Axion Power Reports First Quarter Results For 2013 [View instapost]
    John,

    In the case you foresee, I think the supplier will most likely try to force Axion to have a lower share in the profits. After all, they are the ones who will pony up the capex to build all those electrode lines. What net margin % are we talking about in this case? I know for a fact that automotive is a cut-throat business...

    thanks
    A
    May 17 12:54 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 237: May 16: Axion Power Reports First Quarter Results For 2013 [View instapost]
    I am interested in how Axion will monetize its PbC technology once it partners with one of BMW's suppliers. Two scenarios:

    - Build electrodes on-site: The supplier bears all costs of duplication of AXPW's original line, and here Axion lives off a royalties from licensing the technology to them. If someone knows something about licensing law then your help is very welcome.

    - Duplicate more electrode lines in New Castle: a phase of intensive Capex where Axion will most likely need a big capital raise.

    I personally think they will go with option 1.
    May 17 12:25 PM | 1 Like Like |Link to Comment
  • Tesla: 1999 Revisited [View article]
    Right on my friend! It is indeed the Pets.com of 2013...

    I have no positions in TSLA, long or short.
    May 17 04:40 AM | 0 Likes Like |Link to Comment
  • Axion Power Concentrator 237: May 16: Axion Power Reports First Quarter Results For 2013 [View instapost]
    There was someone towards the end from Dakota Incorporated if I remember well...
    May 17 04:18 AM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 236: May 15: Axion Power Releases Quarterly Report For The First Quarter 2013 [View instapost]
    jveal,

    Today's cc is also confirmation that this concentrator serves its purpose very well, and is a great "tool" for management to get feedback from their shareholder base!
    May 16 03:55 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 236: May 15: Axion Power Releases Quarterly Report For The First Quarter 2013 [View instapost]
    dlmca,

    Also if someone can ask them why they committed such small funds (with the exception of Averill) during the last capital raise, that would be great!

    thanks
    A
    May 16 10:21 AM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 236: May 15: Axion Power Releases Quarterly Report For The First Quarter 2013 [View instapost]
    Looking at the numbers, Axion spent 64$ on translation. I am willing to speculate it is from German to English, and that the OEM is probably the one carmaker based in Munich ;)
    May 16 09:52 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 236: May 15: Axion Power Releases Quarterly Report For The First Quarter 2013 [View instapost]
    Thank you for the detailed answer John.

    So now that most of the negativity is out, we can (hopefully) look forward to an appreciation of the stock price in anticipation of PR regarding Axion's industry relationships, with occasional spikes in the volume of stock flooding the market as indication that CB holders are consolidating their gains...
    May 16 09:33 AM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 236: May 15: Axion Power Releases Quarterly Report For The First Quarter 2013 [View instapost]
    Now that there seems to be progress on the front, I am not happy about the terms of the convertible note financing. It gives the holders the sole discretion of converting all due amounts into common stock at a 0.264 per share. If the stock were to rally into, say, the 40s from here, you can be damn sure that the CB holders will exercise their right to convert, and you will see dozens of millions of AXPW stock flood the market...
    May 16 06:44 AM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 236: May 15: Axion Power Releases Quarterly Report For The First Quarter 2013 [View instapost]
    Sorry my last post was to LT, not Mr Investor :)!
    May 16 06:11 AM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 236: May 15: Axion Power Releases Quarterly Report For The First Quarter 2013 [View instapost]
    Mr Investor,

    If you are planning on attending the cc, I highly suggest you vent your frustration on the line. Specifically, ask targeted questions like:

    - Numbers and yardsticks we can use to judge the progress/performance. No more vague statements

    - Where are the efforts to expand the marketing team?

    - What's the status on other auto OEMs relationships?

    - Are they counting on the lead acid contract to be renewed for recurring revenue, or is it being cancelled (maybe it is mentioned in the 10-q and I just didn't see it...)

    - What is happening in the inventory levels?

    I think these would be a good start. I understand your frustration, but hey, nothing of worth comes easily in life I guess :)
    May 16 06:10 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 236: May 15: Axion Power Releases Quarterly Report For The First Quarter 2013 [View instapost]
    Maybe now Mr Market is standing ready to reward Axion with an eye-watering 30 times book value, or maybe its just me dreaming...:(
    May 16 04:58 AM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 235: May 12: Axion Power Completes Private Placement For $9 Million And $1 Million [View instapost]
    What is happening to the relationships with other US and Asian OEM? There is no mention of either in the quarterly report. Should we assume that these are not happening?

    Thanks
    A
    May 16 04:29 AM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 235: May 12: Axion Power Completes Private Placement For $9 Million And $1 Million [View instapost]
    Rick,

    Someone has to grill them on the inventory questions as this point definitely needs more detailing. I unfortunately can't connect for the cc tomorrow...
    May 15 06:15 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 235: May 12: Axion Power Completes Private Placement For $9 Million And $1 Million [View instapost]
    At the same time, Axion believes it has enough funds to survive until Q2 2014, which means that in all likelihood they won't build another electrode line for the time being.

    Can someone remind me how many PbC electrodes can Axion make with its current capacity?

    thanks
    A
    May 15 05:27 PM | 1 Like Like |Link to Comment
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