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Amouna

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  • Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
    No wonder why his hedge fund went bust in the past. The guy is clueless...
    May 22 11:31 AM | Likes Like |Link to Comment
  • Bullard's Chutzpah [View article]
    Nice article. Sums up the whole game! The idea behind letting the market function to clear some of the imbalances in 08-09 was precisely to not get the FED "tempted" into the monetary policy it has unfortunately chosen to follow in the last 5 years. Now, the best that Bernanke can hope for is that the ensuing bust will happen years after he leaves the FOMC chairmanship. Highly unlikely!
    May 22 08:06 AM | 2 Likes Like |Link to Comment
  • Markets Dance As Bernanke 'Makes It Rain' [View article]
    Looking for signs that the great bubble machine of the BoJ is starting to lose its battle: Swap rates on the JPY have been climbing higher and higher. Expect Japan to be the epicenter of the next crisis sometimes between now and 2014/15
    May 22 07:34 AM | Likes Like |Link to Comment
  • Axion Power Concentrator 237: May 16: Axion Power Reports First Quarter Results For 2013 [View instapost]
    Futurist,

    I think this should probably be the number ONE issue to be discussed at the next AGM. Now that Axion has a manufacturing process in place and is no longer a R&D company, time to put pressure on Sales and Marketing!
    May 22 07:13 AM | 1 Like Like |Link to Comment
  • Global Stock Markets In Serious Denial [View article]
    Nice recap author. However, I doubt very much that the Bernanke-led Fed will ever reduce the amount of money supply flooding the system. Bernanke is too terrified of what he calls a 1936-37 relapse during the Great Depression to ever even consider such action!
    May 21 05:04 AM | Likes Like |Link to Comment
  • Axion Power Concentrator 237: May 16: Axion Power Reports First Quarter Results For 2013 [View instapost]
    Totally agree JP!
    May 20 04:20 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 237: May 16: Axion Power Reports First Quarter Results For 2013 [View instapost]
    I guess everyone's perception is different. Selling a new breakthrough battery technology when you are a nano-cap in an already established, mature market that can do without it for the moment is not what I would call easy, but this is just my perception.

    I am just looking for a confirmation from the expert EdB as to why mgmt is not up to the task in his opinion.
    May 20 01:26 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 237: May 16: Axion Power Reports First Quarter Results For 2013 [View instapost]
    I had no idea that EdB wasn't happy with TG's performance at Axion. As I see it so far, he has done very well in bringing to fruition a relationship with BMW (among others), and for that he deserves credit.

    Can you please explain to me why he isn't viewed favorably? I don't think that TG's problem is a lack of vision. The battery business Axion is in is a pretty boring, predictable environment (this is not IT tech guys, remember!). Therefore, anything happens at a very slow pace.

    What I agree with however, is that TG and others are overwhelmed with the amount of work ahead, now that Axion is in early stage of the commercialization phase, and they need help, urgently...
    May 20 12:36 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 237: May 16: Axion Power Reports First Quarter Results For 2013 [View instapost]
    I don't think TG or Vani are bad at all. However, I think Axion is currently understaffed in the sales department and they should get a least 2 more people in sales:

    - One with experience is stationary energy storage solutions sales

    - One with an extensive network of middle to high managers in motive industries to help Vani.
    May 20 11:47 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 237: May 16: Axion Power Reports First Quarter Results For 2013 [View instapost]
    I must say, as it stands, there is a highly probable chance that Axion will indeed succeed (in my own view at least) in commercializing its technology on a profitable base, so this is the reason I am not too worried about the cash pay to executives, at least not at this point. However, I know it is an issue that has been brought up so many times on this concentrator, mostly by people who had a vested interested in the company collapsing (trolls), but also by a few respected members as well!
    May 20 09:43 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 237: May 16: Axion Power Reports First Quarter Results For 2013 [View instapost]
    Guys,

    I have been looking at the executive comp package attached with the SEC filings and it looks like TG has a sweet deal from Axion: +300k a year and a 750/month car allowance. While I don't necessarily see this as outrageous pay in absolute terms, I think that for a company like Axion which is just in its early stages and not turning profitable yet, it could save some considerable cash by renegotiating the pay package of its execs in the short term. Once the company becomes a lot more profitable, then everyone makes out like a bandit because of a soaring stock price, and the compensation issue becomes redundant anyway...

    Any views?

    thanks
    May 20 06:54 AM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 237: May 16: Axion Power Reports First Quarter Results For 2013 [View instapost]
    481086,

    A lot of stakeholders in AXPW, including its directors and execs, have their average exercise price at 2 dollars. So are you saying that the best these guys can do is to break even on their options?

    I personally think a lot of these guys are working hard because they are looking at significant upside, but maybe I am too optimistic!
    May 20 06:50 AM | 5 Likes Like |Link to Comment
  • 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 | Likes Like |Link to Comment
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