Seeking Alpha

Futurist

Futurist
Send Message
View as an RSS Feed
View Futurist's Comments BY TICKER:
Latest  |  Highest rated
  • Axion Power Concentrator 323: Apr. 14 '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]
    It will be even nicer when Axion reports a substantial sale before the year end CC.
    Apr 14, 2014. 08:55 AM | 11 Likes Like |Link to Comment
  • Axion Power Concentrator 322: Apr. 09 '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]
    Nice summary Edmund. I'm sure it is worth doing even if the payback today is 5 years.
    Apr 12, 2014. 01:27 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 322: Apr. 09 '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]
    I believe you are making a mountain out of a molehill. Keep in mind that these batteries are replaced with every overhaul of a class 8 truck. They are lead acid and do have a failure date ( albeit a longer life).
    To not believe that the PowerCube at New Castle has been a testing center and proving ground since 2011 simply belies logic. With all the testing done on the PbC, your argument is that somehow a long term problem exists, which has been kept secret, and companies like ePower and NS simply are in the dark.

    This kind of talk is not productive since it is not based on fact or science.
    Apr 12, 2014. 08:59 AM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 322: Apr. 09 '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]
    Just so you know that poster never had any inclination to "load up". His agenda was to protect the lithium advantage, as he saw it.
    Apr 11, 2014. 05:29 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 322: Apr. 09 '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]
    Yeah,
    I remember this poster from long ago. His argument never made sense. The rest of the battery wore out before positive plate sulfication was ever a problem. ISTR that this poster worked for a lithium company and was a huge pain since he always wanted to make arguments based on his specialized knowledge that nobody (including himself) could back up with evidence. Except that he would then change the discussion as opposed to admitting he was wrong.
    But hey, I guess his arguments are still getting some play.
    Apr 11, 2014. 02:02 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 322: Apr. 09 '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]
    My birthday today. The plethora of spring birthdates here, indicates a lot of parents were on vacation and having fun in late summer. No need for date nights.
    http://bit.ly/1kQaACA

    This is my 6th birthday celebrating with AXPW in my portfolio. I had expected to buy myself something very nice with some of the profits by now. Patience can still be learned at any age.
    Apr 11, 2014. 07:53 AM | 15 Likes Like |Link to Comment
  • Axion Power Concentrator 322: Apr. 09 '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]
    Tesla responds to "lemon law" claim
    http://bit.ly/1g95Kgq

    It appears Tesla is taking the high road and not falling into a video war with Wisconsin's "lemon law king".
    Apr 10, 2014. 08:55 AM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 321: Apr. 04 '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]
    jmcmean,
    I have tried these types of forecast before and failed miserably.
    If sales materialize then the pps will rise dramatically.

    I suspect one large PowerCube soon. Say 2 Million
    I suspect one OTR loco this year. $400,000
    I dont suspect a yard slug loco this year due to testing.

    Small projects are anyone's guess but I would not be surprised to see a couple more Bysolar type projects this year.

    Remember that the only tested product is the PowerCube. Its been working since 2011. Its been making money off of the new Ferc Rules with PJM for 6 months or so.

    If an island or other grid based stationary project proves out that market can grow fast. Its the acceptance of the Axion products into a billion dollar market that raises the hype cycle. It doesn't take a $100 million dollar order to do that. Just a simple order and a belief. An example. ePower orders batteries for 50 conversions with a statement that they are backordered for 400 more.

    A 2.5 MW Powercube is ordered with expansion of that site to 10MW in the near future.

    Anytime investors start multiplying in their heads they will come up with figures that justify any price.
    One thing I've learned is that trying to time the rise of Axion stock is very difficult. Trying to figure out the market and then computing a stock offering is impossible.
    Apr 6, 2014. 03:05 PM | 9 Likes Like |Link to Comment
  • Axion Power Concentrator 321: Apr. 04 '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]
    hopium
    Apr 5, 2014. 04:00 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 320: Apr. 02 '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]
    Rick,
    No disagreement from me. I like your definition a lot better than mine. I meant economically viable units.
    Apr 4, 2014. 04:29 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 320: Apr. 02 '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]
    dlmca,

    I get the same impressions from TG now, that I did when Axion partnered up with Exide. All signs pointed up. In this case Axion has moved forward during a year of waiting. An unexpected year, obviously. If the 999 had gone live last year, if FERC rules had been implemented sooner, if BMW had made a statement of support, yada,yada, yada.

    It is possible that Axion has waited this long and nothing will pop this year also. IMHO there is very little chance of that happening. Fortunately Axion now has multiple irons in the fire. This is a good thing. Diversification into several uses will serve us well, if and when something pops. And as we heard, something should be popping pretty quick.
    Its always good to get your perspective.
    Apr 4, 2014. 07:49 AM | 9 Likes Like |Link to Comment
  • Axion Power Concentrator 321: Apr. 04 '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]
    Well I hope my patience pays off someday.
    Apr 4, 2014. 07:39 AM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 320: Apr. 02 '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]
    Stephan,
    First off thanks for your CC questions.
    Second I would also like to see a generic white paper for the PbC. I believe the last one was written with the S/S auto market in mind. One touting the PowerCube and the ePower solution could bring in new markets that are as yet, untapped.
    Apr 3, 2014. 07:40 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 320: Apr. 02 '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]
    ED,
    I had not even noticed that you "jumped down AP's throat. Having met him I can guarantee you that he is one who hopes Axion is very successful. I bet few here do not understand the difference between discourse and Ramboness. If this forum was not tolerant and thorough I guarantee you I would have been gone years ago. I would like to think that all of us are courteous and honest in our responses. Obviously once in a while a bad apple appears and once in a while one of us turns sour for awhile. But a low stock price will do that to a person from time to time.
    Apr 3, 2014. 07:27 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 320: Apr. 02 '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]
    yes, I caught that also. Regulatory was one reason I was thinking island nation. Many politicians to satisfy. Each and every nation has its own deep rooted politics
    Apr 3, 2014. 07:17 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
2,127 Comments
820 Likes