Matt_the_Batt

An Overlooked Christmas Gift for Energy Storage Investors

what do you think, peter, could be a price target for zbb? what announcement has to come up to reach that price?

don't you think zbb has some financing problems as its liquidity is limited?

THX

PS: My - overall - best energy storage pick is France's SAFT group. If you compare it for example to AONE it looks HIGHLY undervalued!

Check out the company presentation as of Nov-09: www.saftbatteries.com/...

Lead Acid Batteries: How Cheap Beat Cool at Google

some very good news for everybody who believes in Li-ion:

www.saftbatteries.com/...

Lead Acid Batteries: How Cheap Beat Cool at Google

terribly french? in my eyes not really a problem... france is doing a very good job in the whole energy sector since many decades. they have a lot of competency in the uranium (nuclear power) field as well as wind turbines and will probably doing well in the energy storage sector. SAFT is one of the few battery producers that is very well diversified and not only focusing "mainly" on one single technology. furthermore, it’s an European company which is valued in a (probably) far more steady currency than its peers abroad...


On Apr 15 07:22 AM John Petersen wrote:

> Matt_the_Batt, it's even good news for Li-ion skeptics like me because
> repurposing an existing plant is far cheaper than building a new
> one from the ground up. I've always shied away from commenting on
> JCI because it's so terribly diversified and SAFT because it's so
> terribly French, but they're both fine companies with long-established
> manufacturing expertise in the sector. They also carry much more
> reasonable valuations than some of the princes.

Lithium-ion Batteries: 9 Years of Price Stagnation

performed very well??? what do you mean with that?


On Apr 06 08:17 AM John Petersen wrote:

> Douglas, I'm very interested in compressed air and its potential
> and even own a few shares of ACPW that have performed very well.

Lead Carbon Batteries: A Game Changer for Alt Energy Storage - Part II

did someone notice that one:

www.pocket-lint.com/ne...

Long Live the Cleantech Revolution

Why do you think are the SAFT Group and ABB currently developing Li-ion-based energy storage systems, if this technology is, according to you, too much expensive? debutants?

Lead-Acid, Lead-Carbon Batteries: The Only Option for Average Consumer

lithium will make its way...

www.saftbatteries.com/...

The Heart of Cleantech Sells at 50% Discount to the Broader Market

Upps... this one escaped my notice!

Thank you!

The Heart of Cleantech Sells at 50% Discount to the Broader Market

Which report of Milunovich are you talking about, John?

The Heart of Cleantech Sells at 50% Discount to the Broader Market

aalan, which is the (one) company you think will have most success in mid-term future?


On Dec 11 01:55 PM Aalan wrote:

> Thanks for the reply, John. I think that gives us a better perspective.
> I'll take those 5 (or at least one); you can keep the 9 that are
> unprofitable.
> In a season when analysts are slashing estimates by 40-60% all over
> the place, forward PEs are meaningless.

How Will Temporary Decline in Oil Prices Impact Energy Sector?

regarding the on-going developments in the automobile industrie, i.e. EVs and HEVs, comparing to the progresses in the energy storage sector, I do not clearly understand why your argumentation is obivously so conflicting.

in my opinion, the idea behind the "better place" project fits very well to a novel load management of power systems accelerated by a decentralised energy supply. Actually, I think that, for example swapping stations for EV's accumulators as well as the accumulator of an EV itself, could make an extensive contribution to both fields. the speeds of growth in each seem to depend on each other reciprocally. thats why in Germany, the automovtive player Daimler recently teamed up with Germany's second largest energy supplier RWE on an electric car project -> www.ft.com/cms/s/0/ae6...

finally, the solution of the energy storage subject, such as frequency controlling and load management, could be found in the integration of EVs in the power grid.

Alternative Energy Storage: Cheap Will Beat Cool

thank you!


On Dec 07 03:51 AM John Petersen wrote:

> SAFT is a wonderful company but it only trades on the Pink Sheets
> in the US. Since the principal market for SAFT is Euronext Paris
> and it can be very hard to find comparable performance figures and
> make all the currency conversion adjustments, I generally omit SAFT
> from my list.
>
> The JCI-SAFT joint venture you mentioned will provide batteries for
> the new S Class Mercedes hybrids. So it's clearly worth watching
> if you are willing to do the extra diligence work.

Alternative Energy Storage: Cheap Will Beat Cool

I would like to know what you think of the SAFT Batteries Group from France? Its a pure battery player in the market with a very broad customer and product range, simliar as Ultralife... big parts of their revenues come from the defence, space, telecommunication as well as renewables sector. Furthermore, they recently have announced a JV with Johnson Controls and thereby seem to be well-positioned for the EV/HEV market.

Thx in advance!

Nine Energy Storage Stocks for the Recession

I would like to know what you think of the SAFT Batteries Group from France? Its a pure battery player in the market with a very broad customer and product range, simliar as Ultralife... big parts of their revenues come from the defence, space, telecommunication as well as renewables sector. Furthermore, they recently have announced a JV with Johnson Controls and thereby seem to be well-positioned for the EV/HEV market.

Thx in advance!