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?
The Heart of Cleantech Sells at 50% Discount to the Broader Market [View article]
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? [View article]
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 [View article]
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 [View article]
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.
Nine Energy Storage Stocks for the Recession [View article]
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.
Long Live the Cleantech Revolution [View article]
The Heart of Cleantech Sells at 50% Discount to the Broader Market [View article]
Thank you!
The Heart of Cleantech Sells at 50% Discount to the Broader Market [View article]
The Heart of Cleantech Sells at 50% Discount to the Broader Market [View article]
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? [View article]
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 [View article]
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 [View article]
Thx in advance!
Nine Energy Storage Stocks for the Recession [View article]
Thx in advance!