Axion Power Concentrator 239: May 24: Axion Power Reports First Quarter Results For 2013 [View instapost]
JP,
Do you think Axion would do VRLA batteries with the idle AGM capacity as they await PbC orders? Would East Penn throw us another bone like they've done with "flooded"?
I guess I'm confused about the batteries Axion sent to Germany and what the purpose of that action was if it wasn't PbC related. Dr. Bueil's insightful answers often seem to raise more questions that weren't pondered before.
Axion Power Concentrator 239: May 24: Axion Power Reports First Quarter Results For 2013 [View instapost]
ii,
I agree with that logic. LAB business is not exciting and hence our 2 bit stock price.
I'm just trying to reconcile the talk of AGM supply shortfall and the idea that Axion sent some batteries off to Germany that weren't PbC.
Since Dr. Buiel doesn't believe those batteries were PbC http://bit.ly/113C4Ni - I was hoping maybe Axion had found another revenue opportunity in AGM to help us while we wait on the Big Fish.
Outside of that, why would Axion be sending non-PbC batteries for third party testing?
Axion Power Concentrator 239: May 24: Axion Power Reports First Quarter Results For 2013 [View instapost]
JP,
Will Axion be in a position to produce some AGM batteries in the same way they have the flooded contract from East Penn. Would demand be so great that Axion would install/convert lines for this?
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
Dr. Bueil,
You make a solid case about VDA testing procedures.. But why would Axion be sending out AGM batteries for testing in Germany?
Is this some kind of misdirection or are well all missing something else.
I didn't think Axion AGM batteries would be in demand based on Axion's microscopic profile in this area that is already well covered by other manufacturers.
Axion Power Concentrator 239: May 24: Axion Power Reports First Quarter Results For 2013 [View instapost]
Yup, I'm eagerly awaiting the Phase 2. I assume TG thinks it's a probable event otherwise I'm not sure he'd dare take on the latest financing since the installments due on the debt convertible will be shortly thereafter.
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
JP, I'm glad to see you lay it out clearer for others. Many Axionistas don't realize that a PIPE can hit you over the head if your not paying attention.
Axion needs to move up 20% and stay there - or we all will get torched at a discount to our lowest trailing averages. Even after one or two installments at a 15% discount , the exits may be too small for most Axionistas who are already teetering.
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
JP, which is your hope? Do you prefer a quick SEC review although stock price is still in danger zone (for the toxic provisions included in the last raise)? Or do you prefer a longer review which then allows that Axion won't have to worry about the convertibles for a few more months.
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
Share count does indeed matter. And I think the market's yawn to Axion is largely since there are so many mouths to feeds and such small portions being served of late.
UniPixel Shares Take One On The Chin [View article]
GRA,
Seems risky. I'd advise profit taking too most. No reason why people can't reload at $10. When stock was near $40 I'm surprised by your (and a few others) continued optimism.
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
Congrats JP.
You deserve it for sure. You likely will make out very well in your Axion investment, albeit in a roundabout way. I hope EPower grows to become a public enterprise in the next 5 to 10 years.
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
Hopefully this trend of allowing the "secret sauce" into the wild continues even if there is some trade-offs. The Chinese market doesn't seem like one of high margin and I doubt the Chinese could replicate and sell PbC into the West without huge legal headaches.
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
EB,
That is funny. I feel like for most investors, the standard BMW and NS golden carrot argument is trotted out anytime the realization of miniscule sales and missed projections come up. Sobering to hear an insider admit that not a ton has changed in past 3 years, except for the stock price.
Axion Power Concentrator 239: May 24: Axion Power Reports First Quarter Results For 2013 [View instapost]
Do you think Axion would do VRLA batteries with the idle AGM capacity as they await PbC orders? Would East Penn throw us another bone like they've done with "flooded"?
I guess I'm confused about the batteries Axion sent to Germany and what the purpose of that action was if it wasn't PbC related. Dr. Bueil's insightful answers often seem to raise more questions that weren't pondered before.
Axion Power Concentrator 239: May 24: Axion Power Reports First Quarter Results For 2013 [View instapost]
I agree with that logic. LAB business is not exciting and hence our 2 bit stock price.
I'm just trying to reconcile the talk of AGM supply shortfall and the idea that Axion sent some batteries off to Germany that weren't PbC.
Since Dr. Buiel doesn't believe those batteries were PbC http://bit.ly/113C4Ni - I was hoping maybe Axion had found another revenue opportunity in AGM to help us while we wait on the Big Fish.
Outside of that, why would Axion be sending non-PbC batteries for third party testing?
Axion Power Concentrator 239: May 24: Axion Power Reports First Quarter Results For 2013 [View instapost]
Will Axion be in a position to produce some AGM batteries in the same way they have the flooded contract from East Penn. Would demand be so great that Axion would install/convert lines for this?
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
You make a solid case about VDA testing procedures.. But why would Axion be sending out AGM batteries for testing in Germany?
Is this some kind of misdirection or are well all missing something else.
I didn't think Axion AGM batteries would be in demand based on Axion's microscopic profile in this area that is already well covered by other manufacturers.
Axion Power Concentrator 239: May 24: Axion Power Reports First Quarter Results For 2013 [View instapost]
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
I'm glad to see you lay it out clearer for others. Many Axionistas don't realize that a PIPE can hit you over the head if your not paying attention.
Axion needs to move up 20% and stay there - or we all will get torched at a discount to our lowest trailing averages. Even after one or two installments at a 15% discount , the exits may be too small for most Axionistas who are already teetering.
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
UniPixel Shares Take One On The Chin [View article]
Seems risky. I'd advise profit taking too most. No reason why people can't reload at $10. When stock was near $40 I'm surprised by your (and a few others) continued optimism.
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
You deserve it for sure. You likely will make out very well in your Axion investment, albeit in a roundabout way. I hope EPower grows to become a public enterprise in the next 5 to 10 years.
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
Why would Axion ship AGM batteries to BMW/Germany when they can get those from anyone? What are we missing "between the lines"?
Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
That is funny. I feel like for most investors, the standard BMW and NS golden carrot argument is trotted out anytime the realization of miniscule sales and missed projections come up. Sobering to hear an insider admit that not a ton has changed in past 3 years, except for the stock price.