How The Micro-Hybrid Revolution Will Radically Change The Battery Market [View article]
John, Great article again. Your last few have been especially easy reads without me even having to re-read things to get the full gist.
Also, I like the 1st-3rd generation explanations. And I do easily see how Axion only needs a few percentage of points of what will be a huge market by mid decade. Your thoughts about payback time and cost constraints also hit home.
It does seem doubtful that a lithium based system can get down under $700 thus I'd expect Axion to get a fair sniff from many OEMs once BMW signs off.
Axion Power: A Battery Manufacturer Charging Forward [View article]
Moon,
I've often read your comments on SA, but I am surprised to see you join this conversation especially on this topic. Why do you feel the compensation has been large? In my next of the woods I see mid-level managers make almost as much as the Axion brass.
I could understand the criticism if they were issuing themselves cheap stock and selling but none of that appears to have happened. Their salaries don't seem astronomical compared to other 10Ks I've read in the micro-cap market.
Battery-Powered Locomotives: Compellingly Green Economics [View article]
Great info in that PHL report. It makes it clear that these locomotive should be designed in-house so non-engineering types can maintain them.
Overall the fuel and emission saving of the Goat were excellent and I'd imagine the NS999 will show similar savings but have much less "infant mortality" issues with the batteries.
It's clearer to me now that the industry real does want this concept to succeed and that Green Goat really did get a fair shake but it just wasn't ready for prime time. Hopefully the NS999 sparks a resurgence with Axion being a huge beneficiary in this area.
I'm not sure what is "happening". It seems like KNDI has been near a $3 stock for 6 years. Outside of the 08/09 recession when everything fell 50-75%; KNDI has given investors very little chance to profit if their cost basis was near current levels. To me it seems like same ole, same ole. I hope for all the KNDI longs that 2013 is the breakout year. However, if this drags on another year or so I fear $1 range is more likely than the $10 range. Good luck to all.
Will The BlackBerry 10 Bring RIM Back To Life? [View article]
Seems like this could be a Palm Pre redux. Didn't that thing win CNET "Best in Show" but still ended up with modest sales/apps and little support outside of Sprint?
Not long after Palm was swallowed by HP. Hopefully BB won't go down that kinda path =(
How The Micro-Hybrid Revolution Will Radically Change The Battery Market [View article]
Ari, you seem to have some knowledge. Do you care to reveal yourself to enhance your credibility ?
I for one hope you get as much rope as you need here to climb or anchor (whichever happens). Just stay away from the personal attacks and your words will get a larger audience.
You may well be on to something concerning the patents but you should convey your messages in a warmer way - imo.
Richard Pearson Responds On Ziopharm [View article]
RP, you got your 5 minutes from Forbes. I think you may be in the deep end here. I like your "fight on" tenacity but this time your up against hedgies and Pharma not just Chinese filings and overstatements. You may want to have your friends at MW help you dissect this thing further.
Is Stop-Start Idle Elimination Crushing Vehicle Electrification? [View article]
Great article John. As EVs and SS vehicles ramp over the next 5 years I'm sure will all look back at this article. The fact that SS vehicles will be adopted at a 10x pace of EVs makes me want to short TSLA and go long the lead acid batter makers and those who partner with them. It will be great to see PbC for 2013 models but even if that's too aggressive it wont be long until the world realizes the future isn't connecting your car to an outlet overnight in the hopes that you can go 100-200 miles the next day before you have to find a plug and some spare charging time.
Hydrocarbons, Industrial Metals and the Alternative Energy Fallacy [View article]
Solid article; I especially enjoyed this paragraph below. You are a great wordsmith.
""I'm a relentless critic of vehicle electrification schemes like Tesla Motors (TSLA) because they're the most egregious offenders and doomed to fail when EV hype goes careening off the industrial metals cliff at 120 mph. Let's get real here. Tesla carries a market capitalization of $2.8 billion and has a net worth of less than $400 million, so its stock price is 86% air – a bubble in search of a pin. ""
Energy Storage: Q1 Earnings Omens and Bright Spots [View article]
Wow this is a much bigger market then I realized. The regenerative opportunities from a train must be immense. I'm sure others are go after this market but it doesn't take much if your looking at $500,000 per conversion. A few dozen or so of these a year would make a nice cottage industry and could justify our current market cap alone. Please keep us updated on the NS prototypes success and maybe even an article down the road on these types of opportunities in rail road and other obscure areas (oil drilling). I think too many of us only focus on the micro-hybrid market which take the longest to ramp up. Thank you again as always for your insights.
EOG's Eagle Ford Assets: Unappreciated by the Markets? [View article]
Dr. they won't deploy the 10-15B all in one year and then do it again every year, instead they'll do it "over time". At 5-6M cost per well it will take decades to get all the economical oil out of the ground.
However you might still find a yearly rate of return of 100% on the well they do get up and running.
>> "Over time, we'll invest between $10 billion and $15 billion developing this asset."
Even if Uni-Pixel is somewhere between an upstart company and a scam wouldn't the valuation alone make one want to stand clear?
For example UNXL market cap is above that of KOPN (a company that provides display technology to different oems).
I can maybe see a P/S ratio of 3+ but not the 3000 it is now+; even if Uni-Pixel does land the TI and DELL contracts - they still are looking at revenues in 10-20 million range (not 100M+) thus their market cap seems to have an extra zero on it. imho
The 'Too Big Of A Market Cap Stock' Theory [View article]
You may also want to consider that the at some point investors have as much of APPL as they desire (say 5% of portfolio) and once most everyone has done this then the stock can only go down since there aren't enough buyers left regardless of underlying metrics. However as it falls and looks attractive those same people may buy more to get back to their desire allocate. APPL too will go sideways; whether that at 300 or 500 is hard to tell but it will happen sooner then later outside of AAPL take over the rest of the home electronic market (tv, radios, etc).
How The Micro-Hybrid Revolution Will Radically Change The Battery Market [View article]
Great article again. Your last few have been especially easy reads without me even having to re-read things to get the full gist.
Also, I like the 1st-3rd generation explanations. And I do easily see how Axion only needs a few percentage of points of what will be a huge market by mid decade. Your thoughts about payback time and cost constraints also hit home.
It does seem doubtful that a lithium based system can get down under $700 thus I'd expect Axion to get a fair sniff from many OEMs once BMW signs off.
Axion Power: A Battery Manufacturer Charging Forward [View article]
I've often read your comments on SA, but I am surprised to see you join this conversation especially on this topic. Why do you feel the compensation has been large? In my next of the woods I see mid-level managers make almost as much as the Axion brass.
I could understand the criticism if they were issuing themselves cheap stock and selling but none of that appears to have happened. Their salaries don't seem astronomical compared to other 10Ks I've read in the micro-cap market.
Axion Power: A Battery Manufacturer Charging Forward [View article]
Battery-Powered Locomotives: Compellingly Green Economics [View article]
Overall the fuel and emission saving of the Goat were excellent and I'd imagine the NS999 will show similar savings but have much less "infant mortality" issues with the batteries.
It's clearer to me now that the industry real does want this concept to succeed and that Green Goat really did get a fair shake but it just wasn't ready for prime time. Hopefully the NS999 sparks a resurgence with Axion being a huge beneficiary in this area.
Kandi: Don't Look Now, It's Happening [View article]
Will The BlackBerry 10 Bring RIM Back To Life? [View article]
Not long after Palm was swallowed by HP. Hopefully BB won't go down that kinda path =(
How The Micro-Hybrid Revolution Will Radically Change The Battery Market [View article]
I for one hope you get as much rope as you need here to climb or anchor (whichever happens). Just stay away from the personal attacks and your words will get a larger audience.
You may well be on to something concerning the patents but you should convey your messages in a warmer way - imo.
Richard Pearson Responds On Ziopharm [View article]
Is Stop-Start Idle Elimination Crushing Vehicle Electrification? [View article]
Hydrocarbons, Industrial Metals and the Alternative Energy Fallacy [View article]
""I'm a relentless critic of vehicle electrification schemes like Tesla Motors (TSLA) because they're the most egregious offenders and doomed to fail when EV hype goes careening off the industrial metals cliff at 120 mph. Let's get real here. Tesla carries a market capitalization of $2.8 billion and has a net worth of less than $400 million, so its stock price is 86% air – a bubble in search of a pin. ""
Energy Storage: Q1 Earnings Omens and Bright Spots [View article]
EOG's Eagle Ford Assets: Unappreciated by the Markets? [View article]
However you might still find a yearly rate of return of 100% on the well they do get up and running.
>>
"Over time, we'll invest between $10 billion and $15 billion developing this asset."
Caveat Emptor Beckons [View article]
Even if Uni-Pixel is somewhere between an upstart company and a scam wouldn't the valuation alone make one want to stand clear?
For example UNXL market cap is above that of KOPN (a company that provides display technology to different oems).
I can maybe see a P/S ratio of 3+ but not the 3000 it is now+; even if Uni-Pixel does land the TI and DELL contracts - they still are looking at revenues in 10-20 million range (not 100M+) thus their market cap seems to have an extra zero on it. imho
Medical Marijuana Proves Itself As Viable Investment [View article]
This thing has doubled in 2 weeks. Do you think the %Million in Sales can Support this market cap? +)
The 'Too Big Of A Market Cap Stock' Theory [View article]