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bazooooka

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  • Axion Power Concentrator 321: Apr. 04 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    JP,

    We won't know how I tightly held it is until volume jumps much larger. You may think everyone will hold for multi-baggers but lets see a 50M share week and see what price does?

    Are you happy with a stock that takes over a year to turn its outstanding? If everyone here is either a bottom feeder buyer or a long term holder then what takes us higher. Without new blood it will just be Axionistas staring at each other in a tight trading range. There are plenty of undervalued stocks that trade by appointment; I hope Axion never become that way.
    Apr 5 03:44 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 321: Apr. 04 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    EM,

    That's a real high class problem if one worries about missed profits. I'm sure many here think that way about ZBB or PLUG when they think back on how those were mentioned on these boards.

    But there are others who went too big into Axion and have lost a ton. I would say that is whole different type of "regret", even life changing for a few I know of. I agree with Wayne that bear posts at least allow people to examine their own conviction and investment level.

    >>>
    "Thanks for keeping me from investing too much money into Axion". You may live to regret that.
    Apr 5 03:36 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 321: Apr. 04 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    People want shares that can be converted. Axion can't attract larger investors (and lurkers) when it's so hard to get their money back on demand. All else being equal, a uplifting and a stock that does 5M+ a day could do wonders. At some point valuation comes into play but with Axion it is more about liquidity. The best of both worlds is when you can get large investors and traders all moving volume. Right now axion is like a nickel slot, we need to attract some more quarter and dollar players. Late 2010 thru early 2011 that happened and it could again.
    Apr 5 07:43 AM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 321: Apr. 04 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    Yeah, microcap charts can look like that before big runs - but usually those stocks don't have 300 million shares to churn. When you assume double count on the otcbb, we really need to move 600M shares (or about 2.4M a day for 250 trading days in a year) just to get Axion to turn over its entire shares outstanding. I've had 5-10s bagger microcaps before but they "all" had small floats that were turned over in months or less. As an extreme, PLUG turned their entire outstanding in just day(s) and has been doing so for many months now. That's usually what it takes if you want to move in 25%-50% chunks in short periods of time and then rinse/repeat. In our case we need to hope an institution or a huge swarm of momentum trades wants these shares on the "open" market. Then, maybe, if we all hold tight 10M+ share days will really move the needle. The past few weeks have shown that the 1.5 to 2.5M type days don't do too much for Axion pps as it's less than 1 percent of the shares help.

    Or maybe I'm wrong and this thing will shoot up 20% on Monday with only slightly above average volume =)
    Apr 5 02:51 AM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 320: Apr. 02 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    Not so different then people willing to pay nearly 75- 125 month each for smart phones when they could get those plans for 50 dollars if they would just supply their own phone (at costs of $200-$500 for the new ones). I even have neighbors with teen children who all have different phones and carriers. Easily they are over 400 a month combined. I mentioned to him he could get a Tmobile plan with multiple lines for like $150/mo and all he had to do was buy/bring his own phones. Even though this guy makes well over 6 figures he thought "heck no, I dont want to spend $900+ on phones; I get those free every few years". I neglected to tell him he was spending 5k a year for that privilege. I'm sure similar logic exists in solar and storage at the retail level. I guess its just show them a bill that close to what they're used to and that looks better than the cheaper upfront solutions that have finite payback periods. It's crazy to me but I guess the world doesn't think like us SA type investors. As a side I'm one of those pay as you go smart phones users and between a nice used android phone and data/minutes cards I keep my cell bill down around 20/mo and I use the dang thing all the time. Different strokes for us all.
    Apr 5 02:28 AM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 321: Apr. 04 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    Hmm,

    Looks like he noticed Axion last April. At least he won't have been too burned on the pps. I thank him for them mention and I hope he joins are Axionista crew.

    http://bit.ly/1gWTgg9
    Apr 4 04:47 PM | 8 Likes Like |Link to Comment
  • Valuable Insights And Seeking Alpha [View article]
    There is a huge difference between talking your book, even when it moves against you, and "pumping". VI has shown he knows how to pick real stocks if you go through his entire record. Pumping implies that someone is being disingenuous with what they say and what they do. That's not a reasonable interpretation based on what I've seen. Anyhow that's a pretty serious accusation and way off-topic here. You realize this is Mr. Demuth's article on a SA contributor (as he as done with many others) and not a bashing forum. Maybe you should try sending VI a message instead of provoking the conversation here. imho
    Apr 4 01:41 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 320: Apr. 02 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    Hmm... 50,000 units sold that would be more than chump change for the battery manufacturer who dominates this niche.

    http://bit.ly/1il7GEn
    Apr 4 12:28 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 320: Apr. 02 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    JP,

    I imagine the Quercus money was to help Axion get to the point where they could eventually produce meaningful PbC revenues in the subsequent years. Unfortunately that has yet to happen. Also, you've mentioned that you knew of EPower back in 2010. How many other small type outfits came knocking over the past 5 years (will never know)? Do you think Axion was wise not to pursue these smaller opportunities? As for the length and complexity of the oem journey(s), I would think that BMW would have give Axion some idea of the "years" involved and thus TG has had many years since 2009 to attempt to bring in ancillary revenues. I'm all for the elephant hunting but I wouldn't go on a journey without packing enough supplies to keep me alive while I'm out in the bush. Granted, were still alive but now the shares outstanding is like my old college buddies who lived off top ramen and maxed credit cards instead of getting jobs. They all were waiting for that big career offer that would save the day and square up everything. TG needs to come back with some bushmeat or something edible while he is out hunting the bigger game. Maybe PC sales to island nations will be the nutrients to get us started.
    Apr 4 12:20 PM | 5 Likes Like |Link to Comment
  • Valuable Insights And Seeking Alpha [View article]
    Maybe VI will come back to SA. But based on some of the above comments I can see why he might choose to keep his picks to himself. Not all his picks worked but many did. I'd hope most people here would be grateful for his "insights". Furthermore, there's some solid actionable ideas in the above conversation. This article was a gift (by Chris and VI). Sad, that not all can see that - or maybe people are angry that things don't always work out in short timeframes. In this game called the Market we all have to accept that nothing is certain.
    Apr 4 11:56 AM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 321: Apr. 04 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    RA,

    I agree but some might say that is too "personal" or a critique.
    Apr 4 10:31 AM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 320: Apr. 02 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    I just wish that while TG and team was off trying to bag elephants they could have found a way to bring in at least 6 million a year in corporate income. Sad that the share count is heading toward 300M this summer when there likely had to be some low hanging fruit that could have been plucked. Is Epower really the only small time company on earth that needed the PbC? The share count issues and what it does to pps is what has hurt the dream. That and the Quercus money getting spent and still no significant revenues to show are the biggest reason's TG has to tap dance again.
    Apr 4 10:28 AM | 10 Likes Like |Link to Comment
  • Axion Power's Market Value: An Elephant Hunter's Thesis [View article]
    Twas the beginning of the end.
    Apr 4 03:47 AM | Likes Like |Link to Comment
  • Mentor Capital: A Stealth Cancer Immunotherapy Play [View article]
    Chet, what's your share count today? Any reason this stock did nothing until this year? I see you're moving big into cannabis now.
    Apr 4 03:23 AM | Likes Like |Link to Comment
  • Axion Power Concentrator 320: Apr. 02 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    JP,

    Axion had something like 26M shares back in 08 (iirc) and surely it is near 260M shares (fully diluted) now. At what point would it make sense to borrow versus give away huge chunks of ownership? Does debt ever make sense?
    Apr 3 11:48 PM | 5 Likes Like |Link to Comment
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