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  • Understanding The Details Of Axion's Reverse Split Proposal [View instapost]
    John thanks for the great write-up. I have a couple further questions?

    Will all the outstanding options be adjusted proportionally to the new split ratio as well as their strikes?

    And assuming Axion does a 50 to 1 split how many shares issuable will there be? Does the remaining 100 million of 'wiggle room' become only 2 million shares?
    May 3, 2014. 04:09 PM | 2 Likes Like |Link to Comment
  • Axion Power Letter to Shareholders [View article]
    TG's above letter mainly talks about "uplisting" but doesn't Axion need the placement to occur before an uplist? I'm surprised TG didn't speak more directly about how the RS will be 'necessary' to secure an upcoming placement.

    Hopefully his below quote isn't a smoke screen; otherwise we should assume he has an investor on the hook demanding the "uplist"

    """very interesting story but you know we are prevented from investing directly in you, or from investing in your stock on the open market..."""
    May 3, 2014. 03:52 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 328: May 01 '14: Revese Split Consent Solicitation Filed; Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials [View instapost]
    JP,

    Help me/us handicap this all in light of TG's recent letter; what are your spidey senses telling you?

    Is TG proposing this proactively so he will be in better position for a Summer placement or do you assume there is already an investor(s) in his ear?

    Also what's the chance that is all at request of an oem looking for a partnership (i.e. its less about the placement but more about satisfying a client's desires)?

    On the balance, are you reading into it all as positive for Axion or would you rather have had ZRPSOD play out for several weeks before the equity currents got muddied with recent events?
    May 3, 2014. 02:32 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 328: May 01 '14: Revese Split Consent Solicitation Filed; Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials [View instapost]
    Oh Greenie, for you its all about Epower. If that's what TG also has in mind then I fear Axion is in big trouble. Axion had years to go after small fish and passed. Now its time for Axion to land a Marlin or better.
    May 2, 2014. 09:55 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 328: May 01 '14: Revese Split Consent Solicitation Filed; Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials [View instapost]
    Just the fact that he tries to downplay the negative sentiment and then talks about a "solid rationale" but then can only speak of a hypothetical conversations where the big boys want Axpw to be listed or they won't invest (not a word about imminent sales).

    If this is indeed the case, that a listing will attract the whales, then why did he wait till Axion is nearly out of funds - and after doubling share count with the last PIPEing. In my mind, someone must be twisting his arm and the rationale is he is desperate for funds but to what degree is debateable.

    ""No one really likes the idea of a reverse split, even though the net result leaves the shareholder exactly where they were before the split, but there is solid rationale behind our thinking on this matter. "'
    May 2, 2014. 09:53 PM | 6 Likes Like |Link to Comment
  • Westport Innovations: A Must Own Secondary [View article]
    I guess there is no need to close my short just yet if new shares will soon dilute.
    May 2, 2014. 08:18 PM | 1 Like Like |Link to Comment
  • XPO Logistics: Should Investors Buy So Soon After Its Large Offering? [View article]
    Twas a good quarter. Not likely to see the teens as I'd hoped. Still a good buy in the low 20s. $40-$50 in 2015 might happen if EBITDA keeps doubling; heck already at 100M run rate. Hope to see Mr. Nichols update his thoughts.
    May 2, 2014. 08:07 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 328: May 01 '14: Revese Split Consent Solicitation Filed; Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials [View instapost]
    JP,

    For years, iirc, you had indicated Axion wants to 'earn' their uplisting. Now it seems you're championing this backdoor RS approach.

    If indeed an RS is a no brainer, why wasn't it done back when Axion was $1 or .50 or .25? Why now? The randomness of the even makes people suspect.

    Anyhow do you believe TG is between a rock and a hard place; even today's release by him came across a little desperate and not well written or explanatory.

    If Axion has funds until Fall - and still has time for Sales - why is TG desperately trying to push this now (presumably because there's an investor in his ear I'd think)?
    May 2, 2014. 04:13 PM | 10 Likes Like |Link to Comment
  • Axion Power Concentrator 328: May 01 '14: Revese Split Consent Solicitation Filed; Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials [View instapost]
    JP, if this process can take months then why didn't TG bring it up before the last call I'm wondering. By waiting until now he has little time to gather support before a vote plus there will be a whole month before we hear him articulate his reasons.

    Do you expect Axion to reach out and explain why this is a good idea or do we just have to all speculate? I'd think if I needed 110M+ votes I'd do some campaigning. Normally something like this would have no chance. TG is lucky to have someone like you who can help give 'potential' insights into what Axion 'may' be thinking. Nevertheless I would rather hear it from the horse's mouth.
    May 1, 2014. 12:46 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 327: Apr. 28 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    Maya,

    A 'reverse merger' with whom? I thought that was something private companies did to get a listing? What would Axion gain by merging into another share structure? Now if you're talking about Axion selling itself to an oem or competitor that's different - but I'd think they'd need shareholder approval.
    May 1, 2014. 12:39 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 327: Apr. 28 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    Occam; are you part of the "we do not have any persons who we know" of crowd? If so you may want to introduce yourself to TG and make sure your voice (and shares) are heard.
    May 1, 2014. 03:13 AM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 327: Apr. 28 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    JP,

    Why would Axion's institutional investors been opposed to an RS in the past?
    Apr 30, 2014. 08:09 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 327: Apr. 28 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    A 20 Million dollar offering (2/3rds of current market cap) at only a 20% discount to current pps would be ok even though that effectively gets us back near are lows. But what if its only a 10M offering at 40%+ to current pps. I'd think we can fall from $6 bucks to below $4 bucks rather quickly if there is no "irons in the fire". TG will have to do some selling on the next CC.
    Apr 30, 2014. 08:05 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 327: Apr. 28 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    ii,

    But maybe he could have proposed it before then and then he would have had a platform to speak about it and rally needed support.
    Apr 30, 2014. 07:13 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 327: Apr. 28 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    ii,

    Maybe he meant stock "sales"; j/k (kinda)
    Apr 30, 2014. 07:11 PM | 10 Likes Like |Link to Comment
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