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bazooooka

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  • Axion Power Concentrator 311: Mar. 06 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    Maya,

    You seem like quite the trader as seen by you getting on the caboose as the train left. But most Axionistas I know (including some that left the building for good) won't be making 2 or 3 digit returns on their previously deployed AXPW money. They may even find it better to have held through the storm all these years.

    Except for that spike in 2011, there has been almost 4 years of prices near or under 50 cents. It will only take another run like we saw last week and most will be near even or profitable.

    Now if someone can tell me that this run is over for now and then take quick profits (of 50% or 100%) and somehow get back in lower later on...well my hat is off to them and their powers of prediction.
    Mar 9 04:19 PM | 8 Likes Like |Link to Comment
  • Updating My Axion PIPE Share Overhang Estimates [View instapost]
    I'd think Volume will drop soon because some of us Axionsitas skinflints will only pay so much. But nevertheless if the float is held strong by retail than even lower volume can/will cause price movement since supply and demand must cross somewhere. However if volume stays strong than we "may" even conclude that Institutional money is sneaking in.
    Mar 9 04:00 PM | 1 Like Like |Link to Comment
  • Updating My Axion PIPE Share Overhang Estimates [View instapost]
    HT,

    No rush, but I'd be happy to hear your "study" conclusions again once you do dig it up.
    Mar 9 03:56 PM | 1 Like Like |Link to Comment
  • Updating My Axion PIPE Share Overhang Estimates [View instapost]
    JP,

    Is it fair to conclude that the 30 million shares represents a large number of the old guard from this board.

    It wasn't that long ago (pre 2012) that 30M made up a huge percentage of the retail base right? It sounds like a small number now (since were over 200M shares) but actually may mean that greater than 50% of the old retail base have left these past 3 years.
    Mar 9 03:34 PM | 1 Like Like |Link to Comment
  • Long Investment Idea For 2014: Genzyme's Contingent Value Right [View instapost]
    jhg, this might still be a good investment. I suggest DD further if you're interested. However, we won't know for years the final outcome. Too early to pull the ripcord. But those who missed it at 1.50 and 70 cents might want to reconsider now at 35 cents (or not). It won't take much for momentum to swing to black. All this is only my opinion; always do your own DD and own your own risks and rewards.
    Mar 8 10:22 PM | Likes Like |Link to Comment
  • Long Investment Idea For 2014: Genzyme's Contingent Value Right [View instapost]
    Half Kelly at 50% approval seems like fair risk/reward. Still a HEALTHY position though.
    Mar 8 10:18 PM | Likes Like |Link to Comment
  • Sanofi's Viehbacher Says Lemtrada Can Still Be A Big Success [View instapost]
    Chris, do we have any clue when they made these purchases? Were they averaging down after they knew their original purchases were underwater or do you suspect this was largely a new position that reflected the subsequent AdCom meeting and low price from early November?
    Mar 8 10:12 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 311: Mar. 06 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    JP, Have you ever tried to analyze what percentage of the "retail" base that sold out over these past few tough years. It seems like with your tracking of the institutional selling of yore as well as the Finra data you could likely come up with an estimate within a 15% margin of error or so.

    Did you think the Axionistas held strong or did the bottom fall out because we joined the BIG boys at the pay window. I'd think those of us who held huge (read: painful) positions I'd suspect were tempted to trim or sellout. Personally speaking it really sucked to look at my portfolio for years while seemingly all other stocks were off too the races. I surely hope this time is different. Heck, if we can grab another 5 cents or so this will be better than any other pps spike (percentage wise) we've seen to date - and it will be doing it with 200M+ shares in the hopper.
    Mar 8 09:42 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 311: Mar. 06 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    Yeah that was crazy how PLUG fell from 75 cents to 12 cents in under a month back in early 2013. Axion going from the .30s to .09s took almost a full year. I hope we bounce 10x off our bottom let alone the near 75x PLUG has bounced. Crazy to think guys who were buying last week can get a multi-bagger. Also glad Maya caught the caboose before the train left.
    Mar 8 08:51 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 311: Mar. 06 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    PY,

    An OEM contract could take us up to $1. Look at PLUG and walmart to see how quickly tides turn.
    Mar 8 08:18 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 311: Mar. 06 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    LT,

    I'm in your boat but I don't feel misled. I just feel like I timed it bad and should have averaged in more. Nonetheless, it may still get back above $1 someday. Or you can get back in if you think the story has improved (which it mostly has).
    Mar 8 08:16 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 311: Mar. 06 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    JP,

    Well said and I agree 100%. I'm still amazed "you" pulled off the Quercus transaction and valuation back then and I wish you were there to help Axion avoid the last two terrible placements (especially the PIPE).

    For our next raise, do you think we can get a strategic partner like a Quercus type fund or will we have to settle for "flipper" types, speculation I know - but it will be an issue in 3 or so months?
    Mar 8 08:14 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 311: Mar. 06 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    Stef,

    I'm glad you slurped up some bottom shares. I think you may be quite happy with the returns on those. As for higher priced shares, people forget JP himself has one of the largest positions at $1+ If he is bullish about eventually being in the black - well that is a good sign imho.
    Mar 8 08:11 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 311: Mar. 06 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    JP,

    What is the current warrant overhang including those owned by directors and past placements?
    Mar 8 07:42 AM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 311: Mar. 06 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    EM,

    Much of the fun on this board is how we all short hand each others handles at times.
    Mar 8 02:41 AM | 4 Likes Like |Link to Comment
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