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bazooooka

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  • Axion Power Concentrator 335: May 19 '14: Q1 '1 CC Transcript & MP3 Available; Q1 '14 Filing Released;Axion Receives 4 Powercubes Order; Reverse Split Consent Solicitation Filed [View instapost]
    JP,

    Who exchanged their warrants (old placement warrants and/or recent PIPErs)? Why were the warrants not just adjusted for the recent split instead?

    Should this 2M dollar worth of stock be considered part of the elephant that we are trying to eat to straighten out the float imbalance?

    "the recent exchange of warrants for stock increased equity by about $2.1 million"
    Sep 17 11:34 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 365 Sep. 15 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    Great Presentation JP. The simple message that EPower can get better fuel economy even with your below average drivers should resonate.
    Sep 17 09:50 PM | 6 Likes Like |Link to Comment
  • dELiA*s Is Poised To Triple [View article]
    Mark,

    I know you like to use sector hedges to help offset the losers. I assume you remained hedged since you kept DLIA in your personal (non PTT) portfolio. I'm just curious how these hedges performed this Summer while DLIA continued to fall. I don't think company internals can be hedged (outside of options). Radio Shack would be a similar example. There is a difference between secular winds and companies that have internal and specific issues. Curiously, why did you hold DLIA when your PTT methodology already signaled that an exit was prudent?

    ""Clearly, the shorts have been need, as DLIA has been a bust (thus far). I remain hopeful for DLIA's prospects (especially relative to my shorts)..""
    Sep 17 09:46 PM | Likes Like |Link to Comment
  • GCVRZ Forum [View instapost]
    Very interesting, especially the assay problem you mention.
    Sep 17 09:26 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 365 Sep. 15 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    JP,

    Can you explain? Are you saying the tradable float is largely unchanged? Why would the new offering not impact the stock supply? Are you anticipating Quercus class investors to partake in this round.
    Sep 17 09:14 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 365 Sep. 15 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    ii,

    I do read and appreciate all the industry news you provide. One day you will post a link about Axion and a major oem announcing a partnership.
    Sep 17 09:02 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 365 Sep. 15 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    JP,

    On DDG I agree. He is the CEO so we need to give him time to show his value.

    However, the angst on the board is directly correlated to the pps. This is true across the entire stock universe.
    Sep 17 05:16 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 365 Sep. 15 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    Nicu,

    I wouldn't mind hanging with you at a craps table. I also hope your hot hand can benefit Axion. Great story.
    Sep 17 03:28 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 365 Sep. 15 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    HT as you know traders can game placements by shorting upfront and then using the placement to close out the short. In this case, it appears they can close a short and capture free warrants. The slight volume recently would show that this isn't a widespread practice - although this placement was telegraphed well in advance. That could be part of an explanation of why Axion has dropped 50% since June. Or more likely Axionistas have gotten exhausted.
    Sep 17 03:08 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 365 Sep. 15 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    Stefan,

    Good points but it's DDG game now. I too am "hopeful" for a new direction in policy and governance. As far as rose-colored glasses, we all wore them for awhile (even Maya and Bang) but some are so vested it seems harder for them to see things as they are - versus what they'd want reality to be.
    Sep 17 02:59 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 365 Sep. 15 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    Agreed. Also to your points on BA. Yes, we should be respectful and encourage his participation. For the curious they may want to read the old PbC posts as well. There are many insights there, even though similar questions may now get a nonresponse.
    Sep 17 02:55 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 365 Sep. 15 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    geo,

    More than likely if you have in the money warrants you'd sell your principal stake and try to capture more value with the time premium. But yes, someone with capital needs might sell off everything they can - including warrants. That be won't the majority though.
    Sep 17 02:49 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 365 Sep. 15 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    RA,

    The warrants will not be bringing in any meaningful cash to Axion in a useful time frame. They are an incentive to join the placement but also a hindrance in that the fully diluted share count significantly affects pps and all subsequent capital events.
    Sep 17 02:47 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 365 Sep. 15 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    Good post. I think in reality though the volatility favors the downside so I'd think more like 25% percent of the entire unit value is in the warrant. I also think the current pps is already reflecting this in the stock. The rational thing would be for investors to participate in the placement if they believe in Axion's long term success as the warrants keep "skin in the game" even if after principal is recouped.
    Sep 17 02:25 PM | 4 Likes Like |Link to Comment
  • The Food Tech Revolution [View article]
    Twas a decent buy below 70 cents. At double that and stalled growth not so sure. Never good when a microcap stalls before it gets to the sweet spot of its growth ramp up. 2015 is make or break; otherwise could slip back to the realm of nickels and dimes.
    Sep 17 05:51 AM | Likes Like |Link to Comment
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