Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
Pz, interesting logic. But I'd think you only spend you last few bucks if the investor thing is all but locked down already. Very few go out and buy the new car for work after only the phone interview. I'd think TG would only turn cash into something less liquid if cash wasn't his primary concern (anymore). I think the financing must be all but done - but who (and terms) are the huge unknown.
Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
JP,
Yeah that'd be weird to build 2 months of flooded inventory in advance when you're running on fumes. Thus who would you guess made the PbC order? Too big for EPower; Is this NS or BMW (or other auto) if you were to surmise. I'm just looking for away to think about this. Does that sound like fleet testing or could NS be commissioning another PbC based train, etc?
Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
Kent,
I think they'd have to report it (i.e. a financing) as soon as its a done deal. I doubt their sitting on it and I also wouldn't expect any surprise announcements during the Monday call since we all have seen the 10k already. Also, it's too late on the "going concern" issue since that's worded in the 10k but also we should see another news release before April's end since that is when the cash runs dry.
Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
Since you've almost been in for a decade I can see your point. I would suggest that you can average in for 1/10th of your cost basis and that might be wise if your really going to ride this to the moon or bust. Those that are still long really have no choice but to average in if they still like the long term story. imo =)
Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
We will be close to a 140-150M shares outstanding soon. However a few percentage points of a 50-100B (??) dollar market in storage (combined: railroads, vehicles, stationary, etc) still leaves a lot a headway above $1 pps or even $5 for that matter. But getting even a single percent of any of these markets is a huge "if". And it's hard to complete the journey when you have to stop for gas annually and the gas price seemingly keeps going up. I'd settle for a fraction of a percent at this junction if I'm being honest with myself.
Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
So at least we know that ATDF order wasn't you starting to lighten your considerable haul. Having not heard from you all day I was worried there for a moment ;) j/k
Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
Possibly it was JR from above; if you like at the time of his/her comment and then reference the ATDF order there does seems to be a connection. Or worse yet, could comments on this board actually influence other lurkers? Nah, it's all a coincidence. Oh My =)
Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
JR,
There is a conference call on Monday. The higher volume of late is likely the result of a few Axionistas who can't stand the game of chicken in light of no news.
There indeed is a serious chance that good news may come (agreements, financing, etc) - but also we could find out that sales were less than expected etc.
In my opinion, volatility should be expected here and I doubt anyone will rush into a long position this late in the week. I wouldn't expect a huge break above .30 unless the CC has some new info; heck I'm sure a few will get scared and exit tomorrow and/or monday if your tone is indicative of other's thinking on the pps.
Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
Most likely a scare tactic by an MM or investor who wants to acquire a significant holding before the year end results. Often those who show their cards are actually playing another hand altogether. =)
Pulse Beverage: Looking Attractive As Expansion Continues [View article]
Seems shady. The company was predicting 1000% growth back in 2012. We're in Spring 2013 already - do you really think they are doing 175,000+ cases a month.
I'd think likley not. Thus the current market cap of 50M+ (higher if you factor in future warrants/dillution) seems obscene especially for a company with no profits and sales in the low single digits Millions.
>>For the nine months ended September 30, 2012, we sold approximately 200,000 cases of Cabana� 100% Natural Lemonade into our distribution system with total net sales of $2,058,000 achieving a 35% gross profit margin. This was accomplished during what is considered the initial beverage company start-up and product roll-out phases which indicates strong consumer acceptance.
We estimate, based on large grocery and convenience store chain listings approved to date and probable listings from discussions in progress, by March 2013, sales of Cabana� will reach 1,000,000 cases on an annualized basis and 2013 sales are estimated to be over 2,000,000 cases, in total, based on what we know today.
Desperately Seeking Yield Through Equities Redux: Part 9 - Dividend Anticipation Strategy [View article]
Yup,
SAR seems like a takeout candidate or at least a great stock to pick up maybe 10%+ in dividends with very little downside as it is still well below NAV.
For us retail guys; the current 20 dollars pps (in the aftermarket) seems steep for a company whose revenue growth is slowing as it finally hits the public markets after 10 year between capital raises. I might look again after lock-up.
Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
Yeah that'd be weird to build 2 months of flooded inventory in advance when you're running on fumes. Thus who would you guess made the PbC order? Too big for EPower; Is this NS or BMW (or other auto) if you were to surmise. I'm just looking for away to think about this. Does that sound like fleet testing or could NS be commissioning another PbC based train, etc?
Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
I think they'd have to report it (i.e. a financing) as soon as its a done deal. I doubt their sitting on it and I also wouldn't expect any surprise announcements during the Monday call since we all have seen the 10k already. Also, it's too late on the "going concern" issue since that's worded in the 10k but also we should see another news release before April's end since that is when the cash runs dry.
Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
EPS is not even on most radars. Revenues have to come first then we can argue margins =)
Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
What is the obvious? It's hard to tell nowadays. Could a former Axionista be raising money for some March Madness betting. =)
Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
There is a conference call on Monday. The higher volume of late is likely the result of a few Axionistas who can't stand the game of chicken in light of no news.
There indeed is a serious chance that good news may come (agreements, financing, etc) - but also we could find out that sales were less than expected etc.
In my opinion, volatility should be expected here and I doubt anyone will rush into a long position this late in the week. I wouldn't expect a huge break above .30 unless the CC has some new info; heck I'm sure a few will get scared and exit tomorrow and/or monday if your tone is indicative of other's thinking on the pps.
Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
Pulse Beverage: Looking Attractive As Expansion Continues [View article]
I'd think likley not. Thus the current market cap of 50M+ (higher if you factor in future warrants/dillution) seems obscene especially for a company with no profits and sales in the low single digits Millions.
http://bit.ly/15wuqd9
>>For the nine months ended September 30, 2012, we sold approximately 200,000 cases of Cabana� 100% Natural Lemonade into our distribution system with total net sales of $2,058,000 achieving a 35% gross profit margin. This was accomplished during what is considered the initial beverage company start-up and product roll-out phases which indicates strong consumer acceptance.
We estimate, based on large grocery and convenience store chain listings approved to date and probable listings from discussions in progress, by March 2013, sales of Cabana� will reach 1,000,000 cases on an annualized basis and 2013 sales are estimated to be over 2,000,000 cases, in total, based on what we know today.
Desperately Seeking Yield Through Equities Redux: Part 9 - Dividend Anticipation Strategy [View article]
SAR seems like a takeout candidate or at least a great stock to pick up maybe 10%+ in dividends with very little downside as it is still well below NAV.
Things That (Should) Go Bump In The Night [View instapost]
http://bit.ly/ZMuqUG
IPO Preview: Model N [View article]