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  • Axion Power Concentrator 366 Sep. 18 '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]
    That's the jist of it. Basically, if you want more stock and the potentially "free" warrants you should attempt to get into the placement.
    However small accounts will have trouble. And yes if the time window proves to be too tight then you can buy stock and warrants later.

    However it is likely the warrants will be valued above 25% of the stock price so .86 seems unlikely unless pps drifts further. Finally if you want your money to go directly to Axion then the placement is the only way to have that intangible satisfaction.
    Sep 18, 2014. 02:37 AM | 8 Likes Like |Link to Comment
  • Axion Power Concentrator 366 Sep. 18 '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]
    Wayne I do not believe you will be obligated until terms (or a range like in IPOs) are known and you agree.
    Sep 18, 2014. 02:29 AM | 9 Likes Like |Link to Comment
  • Axion Power Concentrator 366 Sep. 18 '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, you can fund they account and hold off on final commitment until terms are known. Same goes for IPOs. Also, the chances of a 50% premium are beyond remote. Actually there likely will be a discount from all I've gathered. Effectively you're getting free near the money warrants - that's the teaser.
    Sep 18, 2014. 02:26 AM | 9 Likes Like |Link to Comment
  • A Deeper Dive Into My FINRA Short Report Analysis [View instapost]
    John any recent insights from the FINRA data? Do you have a theory why the stock went down another 40% since the June/July highs; was it because we never got to ZRPSID?
    Sep 18, 2014. 01:48 AM | 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,

    Your comments make sense to me if we were talking about a traditional IPO but Axion has been public for years.

    Are you anticipating a magnitude spike in Axion trading volume post offering? Is this because you believe offering demand will outstrip supply (hopefully you're not implying the new owners will unload and just keep their warrants)?

    Maybe you suspect that offering participants can bring new eyeballs to Axion? How would that work? I thought that it was doubtful that Maxim (and others) would promote Axion to their clientele?

    Also, to your below point, why would Axion have millions in dollar denominated volume in under a week/month when that normally takes a year?

    ""In many cases, total volume in the first couple days after an underwritten deal is over 100% of the total number of shares sold.""
    Sep 17, 2014. 11:46 PM | 5 Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 09:46 PM | Likes Like |Link to Comment
  • GCVRZ Forum [View instapost]
    Very interesting, especially the assay problem you mention.
    Sep 17, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 02:59 PM | 5 Likes Like |Link to Comment
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