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bazooooka

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  • Axion Power Concentrator 361 August 28 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    JP,

    Since Axion will be meeting this below criteria do you predict this to be a near bottom in the stock?

    I'd sure like one of my entry points to end up in the spectacular category when I look in the rear view mirror down the road. Also, it'd be great if you could name some old tickers who turned the corner after market upgrades and full offerings.

    "The number that got a market upgrade and went on to complete a full underwritten public offering is even smaller. They all provided spectacular returns for holders who bought at or near the lows. "
    Aug 29, 2014. 06:35 AM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 360 August 22 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    BA,

    You are spot on. When we learned of the new sheeting process some here thought the news was a yawn but others thought it meant all the old batteries and data were near useless. Most people were somewhere between those two camps yet most attributed Axion's lack of a "big catch" because of the previous labor intensive process. For many the takeaway was now Axion is ready to move out of the RnD phase and into commercial production (this angered others who assumed that had happened years back). Sadly, years later no big fish on the hook - that we know of.
    Aug 28, 2014. 05:17 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 361 August 28 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    JP,

    Can you point us to some examples of companies that have successfully gone from PIPE deals to an underwritten offering and halted an otherwise miserable stock chart.

    I want to get excited about this offering, but like Wayne, I can't find too many examples of RS and up list that actually end up with the stock higher.

    Your enthusiasm and referencing this as an "ipo" is intriguing but I don't see too many others reading the tea leaves so positively.
    Aug 28, 2014. 06:55 AM | 8 Likes Like |Link to Comment
  • TowerJazz: A Towering Double In Share Price [View article]
    JW,

    Another great call.
    Aug 27, 2014. 09:04 PM | Likes Like |Link to Comment
  • Hidden Gem In Paul Singer Portfolio [View instapost]
    Right now yes, or you can wait for a London listing this Fall but I expect that the NAV may narrow further before then.

    http://bit.ly/1p9fxX5
    Aug 27, 2014. 08:14 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 360 August 22 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    DLane, I think they one retrofitted a car way back in the day. But other than that they seem to avoid the build it (and prove it) automotive approach. It would be cool to see a PbC bus rolling around New Castle.
    Aug 26, 2014. 02:36 PM | 6 Likes Like |Link to Comment
  • Axion Power: Out Of The Pipe And Into The Light [View article]
    Interesting post; and yes the months did go by in a "blink".
    Aug 24, 2014. 06:40 AM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 360 August 22 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    Mr. Averill,

    Did you voice these concerns to the board in the past? Was there much internal debate? Many of us wondered why Axion and Rosewater couldn't play nice. l suspect there were other opportunities as well.
    Aug 23, 2014. 10:56 PM | 10 Likes Like |Link to Comment
  • Axion Power Concentrator 360 August 22 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    I agree that Axion should not have done one-off loss producing Sales of the PbC. But there seems to be commentary that Axion could have done more 6 and 7 figure type small profitable deals. A half dozen of those and Axion's burn rate could have been cut in half. Yes, I like the risk / reward from the current penney level. But I still, like others have said on this forum, would like some candid commentary about what the status of the oems are and what's the reason Axion didn't to more in the interim to avoid massive share printing. I don't fear the next placement and I'm somewhat happy about the change in management. But I do hope that communication from Axion gets much better as we approach the next half of this decade.
    Aug 23, 2014. 06:13 PM | 14 Likes Like |Link to Comment
  • Axion Power Concentrator 360 August 22 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    JP,

    Axion needed revenues to keep from having to print massive amounts of shares to keep the doors open. Maybe in-"significant" PbC sales could have kept it from ballooning to well over 200M shares. Wall Street might not have cared about one off sales but it's better than begging on the street corner for equity. Hopefully those days are over but some of us don't feel as rosey about the past as you seem.
    Aug 23, 2014. 05:22 PM | 10 Likes Like |Link to Comment
  • Axion Power Concentrator 360 August 22 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    JP,

    Why is Axion's position so different this year? Was it really that dire last Summer? Is there reasons why the RS and uplist could not have happened then?
    Aug 23, 2014. 01:59 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 360 August 22 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    JP, when you factor in all the 2013 warrants and the PIPE allotments what is/was the effective price (and discount) of the 2013 offering had it been a straight deal?

    Would a 50% discount to market and a doubling of shares have been better than the reaming Axion took when all is said and done as we head into this share cleanup RS?

    I'd think even the above mentioned terms would have left Axion with a pps near double where its at now?

    >>
    ""Under the warrant agreement, the strike price would automatically reset to the next offering price the case of a subsequent financing at a price lower than $0.302.

    To add insult to injury, the warrant agreement also provided that in the event of a price reset the number of shares issuable upon exercise would increase proportionally.""
    Aug 23, 2014. 03:53 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 360 August 22 '14: 10-Q For Q1 2014; S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    Darn; missed the podium.
    Aug 22, 2014. 05:54 AM | 2 Likes Like |Link to Comment
  • MusclePharm Might Be A Monster [View article]
    Paulo,

    Do you really think MSLP can go from 180M to 900M in Sales in 3 years. That would be quite amazing.

    Also realize Monster did it at $2-$3 a can. MSLP sells more in the $5-$50 type range and doesn't have the same marketing push.

    http://bit.ly/1q3Z4r8
    Aug 22, 2014. 02:11 AM | Likes Like |Link to Comment
  • MusclePharm Might Be A Monster [View article]
    Paulo,

    You make some fair points and MSLP looks to have nice future growth. However, you can't look at the numbers in a vacuum. Look at the $110M compared to the total market that existed at the time in percentage terms. There is a reason Hansen/MNST was considered a trailblazer and MSLP is considered a recent entrant and small player. Now if MSLP ends up growing the total pie significantly and redefines some new product niches then the comparison becomes more apt.
    Aug 22, 2014. 01:47 AM | Likes Like |Link to Comment
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