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  • Axion Power Concentrator 221: Mar. 24: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
    It is my first time trying to put a table in the concentrator. However SA system seems ignoring those spacing. Little wonder how ugly the table looks! Sorry.
    Mar 24, 2013. 10:21 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 221: Mar. 24: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
    Some excerpts from 10-Q and 10-k
    -----Q3------Q4
    raw 951k 945k
    wip 2,198k 472k
    finished 337k 1678k
    total 3486k 3095k
    difference (391k)

    As NS order of 400k had been shipped before year end, it seems to me the total wip (2,198k) in Q3 was transformed into finished goods (1,678k) in Q4 plus NS order.

    The company seemed accumulating something in WIP in the first three quarters from 1,071k to 2,198k then suddenly finished it in Q4.
    Mar 24, 2013. 10:16 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 220: Mar. 22: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
    "Our systems are mechanically reloaded, avoiding long charging time."
    makes me wonder whether their system is actually aluminum fuel cell.
    Mar 23, 2013. 04:26 AM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 218: Mar. 15: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    More to worry is that the central government of China is canceling PV farm subsidies due to "frauds". http://bit.ly/XYyXFE
    Mar 20, 2013. 05:56 AM | 3 Likes Like |Link to Comment
  • Is It Time For The Next China Growth Scare? [View article]
    Industrial Electricity declined 17.02% YoY in Feb 2013. However the Chinese new year on Feb 10 may be the culprit as the last new year day aka 2012 spring festival fell on January, thus creating seasonality people using Gregorian calendar may fail to understand(http://bit.ly/ZCApty).

    The industrial electricity consumption for the first two months 2013 from Chinese National Energy Administration indicates a thin increase of 4.2% over 2012, not great, probably bad, but definitely not ugly IMO.
    Mar 14, 2013. 12:23 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 215: Mar. 7: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    787 battery pack rated 75 ah @ 29.6 volts weights 61.8 pounds(28.03/kg). That is to say energy density of 787 battery pack is merely 79.2 wh/kg when cells, case, wires and electronics are put together. And this battery pack does not have any cooling system to further reduce its density.
    Mar 7, 2013. 08:45 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 215: Mar. 7: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    iindelco,
    yes yes must be those wonderful creatures who even have wisdom to change identities all the time.
    troll - A supernatural creature of Scandinavian folklore, variously portrayed as a friendly or mischievous dwarf or as a giant, that lives in caves, in the hills, or under bridges.
    Mar 7, 2013. 10:46 AM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 215: Mar. 7: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    I remember someone said this project failed miserably.
    Mar 7, 2013. 08:30 AM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 212: Feb. 27: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    Bang, Strategic alternative is a euphemism of "selling the company". Axpw hasn't used such horrible wording.
    Mar 1, 2013. 07:21 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 210: Feb. 20: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    Renzo,
    don't forget humidity, pressure and polution. And on the other side of the battery lies a big piece of pure lithium metal which would catch fire 10 times more readily than a li-ion battery.

    “We picked the path with the biggest risks and the biggest rewards,” Spike Narayan, science and technology director at IBM Research in San Jose, California, said in an interview. “This is a moonshot.”

    I sincerely hope they could make it in a decade or two.
    Feb 20, 2013. 09:39 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 210: Feb. 20: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    Wasn't R&D supposed to decline a lot as Tsla had evolved into production phase?
    And it seems the only positive cash flows are "Cash flows provided by financing activities". I can't imagine those Twitter investors' reaction.
    Feb 20, 2013. 08:10 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 208: Feb. 13: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    festein,
    "The Li-ion battery in the combined solution being contemplated by OEM's is only 4.5Ah - these batteries can accept/discharge pulses at 30C - which gets to 135A of DCA. This takes 4*4.5Ah pouches at $20/pouch - plus packaging and controls etc and a standard SLI at $50. It's really quite similar in thinking to a combined SLI/Ultracap solution.
    "

    I don't think 4*4.5ah LFP battery will do the job. You see, 4 3.2V 4.5ah battery can hold 4*3.2*4.5=57.6 wh energy hypothetically, that is 57.6*3600=207360 Joules energy ( I don't know under how many Cs A123 rate their battery, if not 30C then the energy could be profoundly less). And a typical S/S event defined by BMW: 12V discharge at 100A for 60 seconds would require 12*100*60=72000 joules. That is to say, for every typical S/S event, the discharge/charge depth of 4 4.5ah LFP battery pack is about 35%.

    A123's mighty battery could sustain 2000 100%depth charge/discarge cycles (again I do not know under how many Cs 2000 cycles achieved. If not 30C, the number may be substantially less) . Though I don't know how many cycles can be achieved under 35% depth, my guess it is between 6000 (>=2000/35%) to 10k. Regretfully even 10k S/S cycles could only provide a mircohybrid S/S car one year of hypothetical life ( assume 40 S/S events everyday 250 days/year).

    In the past, PbC achieved 40k cycles without the starter battery and 100k with a starter battery. I always suspect that small starter battery is not only for the airport scenario but also for the longevity of such system.

    If some OEMs want to go with A123, the realistic number of batteries should at least triple in my opinion if all my calculations above are correct.
    Feb 15, 2013. 12:46 AM | 8 Likes Like |Link to Comment
  • Nvidia: Solid Quarter Marred By Weak Guidance And High OpEx [View article]
    J Mintzmyer,
    I think you made a valid point. Nvidia is anything but investor-friendly. I still remember the fury when I first heard "Cash Tender Offer for Employee Stock Options" in Feb. 2009 when the stock languished in 8-9 dollar range (http://bit.ly/Vjra3q). And Jen-hsun said something like "it is good for the employees, it's good for the company and therefore it's good for investors." Of course, that offer definitely benefited a certain group of investors with options, which should be a bet irrevocable IMHO.

    However, in the long run, a company is to be weighted by its own business success. Investor friendly or not does not matter much in most cases. I sold my shares in Dec 2009 not because I suddenly found this company unfriendly but because I thought the stock was overvalued due to the company's poor GPU products compared to its main competitor's at that time.

    NVDA struggled in the subsequent years with, let's say, less competent GPUs (gtx 260 series and late to market Fermi family) but still succeeded in generating impressive revenue and profit. The current management team thus oddly convinced me of excellence in fields other than investor care.

    Now, with best generation of GPU family at hand and "once-in-a-lifetime" chance to participate in a much larger arena in mobile communication, NVDA at current depressed price provides investors a good chance to multi-bagger returns and limited downside risk.

    "$8-$10 in 2013, especially if we see any kind of market correction or the "pc dead" drum keeps getting hit." Maybe. When that day came, I would probably buy more shares as long as the underlying story intact.

    Disclosure: Long NVDA at $11.65 this time.
    Feb 14, 2013. 08:18 PM | Likes Like |Link to Comment
  • Natural Gas Should Be A Buy Within The Next Few Weeks [View article]
    Where is Mark Anthony?
    Feb 14, 2013. 06:18 PM | 1 Like Like |Link to Comment
  • Nvidia: Solid Quarter Marred By Weak Guidance And High OpEx [View article]
    Yes, that is the point. NVDA's valuation today is much like days back in 2008 while the overall market has rocketed.
    Feb 14, 2013. 10:25 AM | 1 Like Like |Link to Comment
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194 Comments
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