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  • The Lithium-Ion Battery Glut Will Be Massive [View article]
    You have quoted Lux Forecast many times in your blog. Why do you trust their figures over others?
    I am not surprised by the consumer decision in underdeveloped countries to use cheaper lead-acid batteries on an E-Bike. They simply need to get from Point A to point B as cheaply and reliably as they can. Parking an E-Bike in India that has a small, lightweight, expensive battery is asking " Please take my expensive battery". A cheap heavy, lead acid battery that has messy acid in it is not quite the same threat.

    BTW, even though you ate crow, the sarcasm in the apology was beautiful.
    Jul 15, 2011. 07:32 AM | 2 Likes Like |Link to Comment
  • Johnson Controls Forecasts Enormous Stop-Start Growth [View article]
    Many of us have suffered the pangs of dilution of Axion stock. I agree that if the chance the stock will be worth $0 next year, then selling at a discount is worthwhile. And I appreciate that the board saved the company from financial ruin.

    But when I own a share of stock my ability to earn money reflects favorably upon the number of shares outstanding. Such as: in 2009 many Axion owners thought that the company could and would produce 1 million PbCs at $250 per unit After the announcement of more shares the amount of future earnings were diluted.
    When I own a beer at $2.00 per glass it has a certain rebounding effect. Owning a beer and a chaser at $4.00 doesn't increase my bang for the buck any more or less. It certainly increases my chance of getting loaded, but, it does not increase my per dollar risk of getting bombed.
    Jul 14, 2011. 08:36 PM | 1 Like Like |Link to Comment
  • Energy Storage: A Turbulent Q2 Foretells Major Changes [View article]
    Maybe he is suggesting that most government subsidies be discontinued. But if not the " ZING" to John for showing the inadequacy of the argument.
    Jul 14, 2011. 08:23 PM | Likes Like |Link to Comment
  • Energy Storage: A Turbulent Q2 Foretells Major Changes [View article]
    LabTech,
    I see your point. Thanks for pointing out the difference in perspective. I knew I was missing something. Hard to imagine that I was missing the obvious. Perhaps it was a "senior" moment.
    Jul 14, 2011. 06:44 AM | Likes Like |Link to Comment
  • Energy Storage: A Turbulent Q2 Foretells Major Changes [View article]
    Dantheperson,

    I'm not sure who said that Start/stop was an alternative powertrain. Most know it is an alternative driving mechanism that saves 10% or more on fuel consumption. No matter how you define it, start/stop technology is cheap, conserves a ot of fuel, and can only be done effectively, at a low cost ,by the Axion Power technology that John Peterson has been extoling for several years.. He has shown the technological success of the PbC. He has shown the cost effectiveness of the PbC. He has shown how it accepts a charge quickly, can unload quickly, and then re do it for 2,000 times. No other battery system can do it at the same price..

    Why the fuss over an english term. I totally understand someone saying " I haven't seen an AXPW battery so I don't believe it. But to knock it bcause of the use of a wrong enlish term simply astounds me.

    Hope you can clarify,
    Jul 13, 2011. 10:04 PM | Likes Like |Link to Comment
  • Identifying Saviors and Saboteurs in Alternative Energy [View article]
    Oh Schhrumpfmeiser,

    You are indeed a wordsmith that has taken many comments and boiled them down to a single thought. "The future of comfort and goodness to the market of 3 Billion middle class depend on the conservation of the 750 million that are presently using most of the Worlds resources".
    Jul 13, 2011. 09:51 PM | Likes Like |Link to Comment
  • Johnson Controls Forecasts Enormous Stop-Start Growth [View article]
    John,
    That was a very clear an concise description of the Axion board of directors. You have said before that you admire the work, money, and dedication put into Axion by their board. The shareholder factions are represented. The management team ( including the new manufacturing specialist) are in place. Together this should give confidence to shareholders that if any small company can make it, Axion has the team in place to make it happen.
    Jul 7, 2011. 07:35 AM | Likes Like |Link to Comment
  • Energy Storage: A Turbulent Q2 Foretells Major Changes [View article]
    In the 1970's I predicted that the US would start conserving energy due to the oil embargo. I predicted that Detroit would start building fuel efficient auto's. I was right. Just decades to early.

    Can I predict where we might be in 9 more years?

    Probably not.

    But it will be safe to assume that those countries with large natural resources, low debt, higher education level, stable government, with a younger demographic base than most will be the economic powerhouse of the future.

    That products that conserve, rather than waste, will be wanted rather than shunned.

    That the World's growing population will put a strain on agricultural commodities as well as all other commodities.

    That the information world will continue to make the Billions who have the least, want and demand more for themselves and their families. "Letting them eat cake" didn't work hundreds of years ago and won't work in 2020 either.
    Jul 6, 2011. 07:12 AM | Likes Like |Link to Comment
  • Energy Storage: A Turbulent Q2 Foretells Major Changes [View article]
    Your observation that the oil "cheap to produce" has been found is correct. That fact will indeed keep oil above the $100 per barrel price, assuming no cheap energy alternative is found.

    But that does not change the fact that a 10% savings in automobile energy savings, for the price ( $1,000) of an inexpensive start stop system, is Huge when compared to any other alternative.

    S/S systems will save more in oil for the developed countries than any other single source of conversation. It is simply to cheap and to simple not to use.
    Jul 5, 2011. 10:48 PM | Likes Like |Link to Comment
  • Energy Storage: A Turbulent Q2 Foretells Major Changes [View article]
    John,
    Happy 4th. Have to thank you for all your work and numerous articles. The informative blog has helped me immensely in making educated decisions in the battery sector. Here is hoping the long wait for Axion's technology acceptance is near the end. If not, so be it. If so, I expect we will hear less from you. Although I hope that your financial success will give you time to study and inform us on other areas of clean-tech.
    Thanks again for the hard work you have put into this blog.
    Jul 4, 2011. 05:52 PM | 1 Like Like |Link to Comment
  • Johnson Controls Forecasts Enormous Stop-Start Growth [View article]
    You are rarely flippant with a response. My first thought was "wow" a 1000% increase is to much. But if JCI's prediction is correct as to the market size and Axion can capture a significant portion of that business, then 2 Billion might not be to much for someone to pay for Axion. However, the second step in that equation is still a long way from reality. But much closer than Axion was just one year ago.

    To be honest I wouldn't mind if Axion just wanted to build a Multi- Billion dollar business and pay the stockholders some serious dividends for a very long time. But if they force me to sell at a profit so be it.
    Jun 30, 2011. 07:58 AM | 2 Likes Like |Link to Comment
  • Axion Power's Market Value: An Elephant Hunter's Thesis [View article]
    D.McHattie,
    I also thought Ford ,at first, due to their relationship with BMW. But then 'm thinking, "wait a minute". This is a different item than stop start. Different from the BMW/Ford itinerary. I'm betting GM due to its E-Assist vehicle. Either way Axion is a winner.
    Jun 20, 2011. 09:43 PM | Likes Like |Link to Comment
  • Axion Power's Market Value: An Elephant Hunter's Thesis [View article]
    I just am smiling at the fact that the PbC can be engineered to fit all of the above criteria. The Norfolk Southern rail project should give Axion a first mover advantage in whatever BMS needs to be engineered to help a small 15 -120kw battery system.

    All in all I am smiling at the possibilities. I might frown later about the actual accomplishments but for now the sky is blue with few clouds in sight.
    Jun 19, 2011. 08:07 PM | Likes Like |Link to Comment
  • Exide Technologies: Post-Earnings, A Great Buying Opportunity [View article]
    John,
    Isn't the fact that the Chinese government has dramatically slowed lead acid battery production simply great news for other large battery manufacturers? If buying stock is buying future profits, it would appear that increased sales is right around the corner for Xide and the others. Just a simple thought.
    Jun 16, 2011. 07:28 AM | Likes Like |Link to Comment
  • Energy Storage: Q1 Earnings Omens and Bright Spots [View article]
    John,
    "Batteries may suck as fuel tank replacements but when you start talking about waste reduction, the possibilities are limitless. "

    You have tried to get this point across for some time and said it many ways. But your simple statement quoted above says it clearly and distinctly. Why would the PbC technology be a "game changer"? Because the world needs to conserve. Why? Because the world population is growing and Billions of people want more product and services than they have had in the past. Since resources are scarce, conservation is the cheapest best solution to the immediate problem.

    The PbC is best at capturing and discharging energy that previously was wasted. Regenerative braking can be used in a myriad of applications.
    The PbC is a great candidate for these waste saving ideas as long as the weight of the battery ( still lead acid) does not interfere with the application.

    That is such a game changer. Much more so than using huge amounts of an expensive non-recyclable product.

    Thanks for the reminder.
    Jun 7, 2011. 07:39 AM | Likes Like |Link to Comment
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