Axion Power Concentrator 244: June 14: Axion Power Reports First Quarter Results For 2013 [View instapost]
This: "BMW has teamed with Axion Power investigating such a Pb-C alternative to today's AGM (absorbed glass mat) battery. Its current Auto Start Stop continues with the latter technology." is from 2012, correct?
Axion Power Concentrator 242: June 8: Axion Power Reports First Quarter Results For 2013 [View instapost]
Ranma-I echo your sentiment. People are making themselves crazy over this. It is a bet on an idea; which often comes a cropper...but sometimes becomes a wealth maker. It was never a sure thing...it was always just a bet on a great idea.
The best advice is sit back and watch the show.
What the management team has done has been pretty amazing. They have turned a wild assed idea into a revolutionary product.
They have only developed an actual production line to make the product several months ago.
Shortly after they stopped making the parts with pinking shears and a bunch of high school dropouts whose idea of a job is to cut cloth by hand, BMW said we want to see if a second and established battery manufacturer can make this thing.
People on this board bet on this product when they did not even understanding that an actual manufacturing production line that could turn out the product in a modern ...machine made... way was a fantasy. We, you and me, did not really do enough DD. WE believed in the idea. Really, if you knew that the main battery components were made by a group standing around cutting cloth by hand and that how to do it by machine was way off in the future somewhere, would you have invested??? Not me.
Yet, I believe in the product and in the team. There is nothing to communicate, so they do not communicate.
What will happen will happen and no amount of carping will speed the process. We will know if investing...no, betting on AXION was a good idea by 2015, maybe before.
We keep forgetting that the doors are open, several companies are using the product as it was intended, and BMW has apparently decided to use the batteries.
If you want to sell your shares sell them. Drive the price down and I and others will buy them at MUCH lower prices. I still believe AXION is a good bet. I've given up on the idea that it was an investment. Just another of the lessons I've learned in my life. But, the punchline is still not here.
Axion Power Concentrator 242: June 8: Axion Power Reports First Quarter Results For 2013 [View instapost]
I think it is very difficult to predict the bottom. In situations like this, I buy when sp feels so low that it feels like it can't go any lower, rather than at an sp price that is fixed on my mind. So, it's more intuitive, for me, at least..
We are in for a bad time re the sp. IMHO, we haven't felt the bad time yet...there is no real panic yet...just disappointment. On no news over a longer period of time from right now, we will get capitulation...not there yet. People still have hope. I'll buy when everyone here gives up.
More on FuelCell (FCEL): FQ2 beats solidly across the board as total sales jumped 75% Y/Y. Net losses narrowed as margins widened to 5.5% from 0.01%, aided by a diverse sales mix. Product sales, which make up the bulk of revenue, jumped 84% to $34.4M due to higher fuel cell kit sales and revenue from its Bridgeport fuel cell park project. Service and license revenues were up 19%, while advanced technologies contract revenue nearly doubled. Shares +12.2% AH. [View news story]
From your mouth to God's ear.
I am looong and strooong. I've been in and out of the stock for what seems like a decade. This time when it went down I backed up the truck. It is an incredible story. I was really sold when they made electricity and heat fron onion off gassing.
Axion Power Concentrator 240: May 30: Axion Power Reports First Quarter Results For 2013 [View instapost]
I've let him know I'm not pleased several times over the past 2 years. Events occur and there is no PR. I agree, others should contact him as you see fit.
Axion Power Concentrator 240: May 30: Axion Power Reports First Quarter Results For 2013 [View instapost]
I got bitten by the FC bug over 5 years ago and 'invested' in all the companies, only to watch some fold and some to go through the valley of death. The remaining companies (FCEL, HYGS, BLDP and PLUG) are real.
To me, the most amazing is FCEL. So, that's where I've speculated most, though I have smaller 'investments' in the others.
HYGS has the fewest shares and they are in the most niches, both in supply of hydrogen and in making electricity. I like their management. You might enter when it is back around $10.00 and expect that if it pans out they will have multiple splits.
FCEL is a company that makes FCs for the grid. They have over 50 units installed in Asia, Europe and the US and have a backlog of orders of over $350,000,000, actually much more but the figure escapes me. It seems to be an extremely conservatively run company. They have just doubled production and are looking at profitability this year or next. So, they are at more than 1 shift till 2016 based on current orders, and they need to run two shifts to be profitable.
I do not believe these are flavors of the month, per se. They are now being noticed.
Finally, the whole FC thing is so well described by the elephant hunter's graph, that it takes some of the load off waiting around with AXION as they do their graph thing.
One new way to make hydrogen...and what makes investing at the edge such a problem. That best idea you invested in 2 years ago, just got wiped out by a newer better idea.
Re other ways of making hydrogen (from WP): "Fermentative hydrogen production can be done using direct biophotolysis by green algae, indirect biophotolysis by cyanobacteria, photo-fermentation by anaerobic photosynthetic bacteria and dark fermentation by anaerobic fermentative bacteria. For example studies on hydrogen production using H. salinarium, an anaerobic photosynthetic bacteria, coupled to a hydrogenase donor like E. coli, are reported in literature.
"Biohydrogen can be produced in bioreactors that utilize feedstocks, the most common feedstock being waste streams. The process involves bacteria feeding on hydrocarbons and exhaling hydrogen and CO2. The CO2 can be sequestered successfully by several methods, leaving hydrogen gas. A prototype hydrogen bioreactor using waste as a feedstock is in operation at Welch's grape juice factory in North East, Pennsylvania (U.S.)".
This method, or one similar, is used by FCEL to produce the energy stock for their fuel cells at manufacturing plants using off gassing.
Axion Power Concentrator 239: May 24: Axion Power Reports First Quarter Results For 2013 [View instapost]
HTL-
IMHO we are moving towards an economy that increasingly uses hydrogen in all its variations and forms as fuel. If that is so, investing in the best fuel cell companies is a good idea. There are only a few that are public, and all seem to be moving towards profitability. Each has a niche. The 'hype-curve' fits this segment and the individual companies.
And, once you start following them and the research projects they are involved in, to get around the problem issues they each face, it's pretty amazing.
Re HYSG, I've been impressed by the sales/promotional energy of its leadership, especially the energy of Dave Wilson as well as their patents and partners. Long ago I read that you are better with an A-Team and a B-Product, than an A-Product and a B-Team. I've learned that is true over my years of investing in great ideas that never came to the level of fruition that I'd imagined.
Axion Power Concentrator 239: May 24: Axion Power Reports First Quarter Results For 2013 [View instapost]
Re our price: A lot has to do with what niche is in favor and how a niche is understood and valued. Investors value the niches 'big oil' and 'tech', etc. for instance...Investors do not think of or value a niche known as the 'storage ecosystem'.
Note the action today of all fuel cell companies..fuel cells are being viewed more favorably as being part of the hydrogen alternative energy ecosystem, so the price of the big fuel cell players is up, FCEL up over 30%.
I believe this will happen to AXION also as the 'storage ecosystem' becomes a place to invest and as our battery's place in the 'storage ecosystem' becomes more clear.
We are just way ahead of the game. It is playing out in front of us...enjoy! The fruits of our patience will come.
BTW, if the 'storage ecosystem' is of interest, could we spend some time defining the players in ours, as I believe there are several 'storage ecosystems' defined by different needs. AWAK ours is the niche defined by the need for 'charge acceptance and rapid discharge'.
Axion Power Concentrator 244: June 14: Axion Power Reports First Quarter Results For 2013 [View instapost]
"BMW has teamed with Axion Power investigating such a Pb-C alternative to today's AGM (absorbed glass mat) battery. Its current Auto Start Stop continues with the latter technology."
is from 2012, correct?
Axion Power Concentrator 242: June 8: Axion Power Reports First Quarter Results For 2013 [View instapost]
The best advice is sit back and watch the show.
What the management team has done has been pretty amazing. They have turned a wild assed idea into a revolutionary product.
They have only developed an actual production line to make the product several months ago.
Shortly after they stopped making the parts with pinking shears and a bunch of high school dropouts whose idea of a job is to cut cloth by hand, BMW said we want to see if a second and established battery manufacturer can make this thing.
People on this board bet on this product when they did not even understanding that an actual manufacturing production line that could turn out the product in a modern ...machine made... way was a fantasy. We, you and me, did not really do enough DD. WE believed in the idea. Really, if you knew that the main battery components were made by a group standing around cutting cloth by hand and that how to do it by machine was way off in the future somewhere, would you have invested??? Not me.
Yet, I believe in the product and in the team. There is nothing to communicate, so they do not communicate.
What will happen will happen and no amount of carping will speed the process. We will know if investing...no, betting on AXION was a good idea by 2015, maybe before.
We keep forgetting that the doors are open, several companies are using the product as it was intended, and BMW has apparently decided to use the batteries.
If you want to sell your shares sell them. Drive the price down and I and others will buy them at MUCH lower prices. I still believe AXION is a good bet. I've given up on the idea that it was an investment. Just another of the lessons I've learned in my life. But, the punchline is still not here.
Axion Power Concentrator 242: June 8: Axion Power Reports First Quarter Results For 2013 [View instapost]
We are in for a bad time re the sp. IMHO, we haven't felt the bad time yet...there is no real panic yet...just disappointment. On no news over a longer period of time from right now, we will get capitulation...not there yet. People still have hope. I'll buy when everyone here gives up.
Axion Power Concentrator 242: June 8: Axion Power Reports First Quarter Results For 2013 [View instapost]
Axion Power Concentrator 241: June 4: Axion Power Reports First Quarter Results For 2013 [View instapost]
More on FuelCell (FCEL): FQ2 beats solidly across the board as total sales jumped 75% Y/Y. Net losses narrowed as margins widened to 5.5% from 0.01%, aided by a diverse sales mix. Product sales, which make up the bulk of revenue, jumped 84% to $34.4M due to higher fuel cell kit sales and revenue from its Bridgeport fuel cell park project. Service and license revenues were up 19%, while advanced technologies contract revenue nearly doubled. Shares +12.2% AH. [View news story]
I am looong and strooong. I've been in and out of the stock for what seems like a decade. This time when it went down I backed up the truck. It is an incredible story. I was really sold when they made electricity and heat fron onion off gassing.
Japan Enters Highly Inflationary Period [View article]
Axion Power Concentrator 241: June 4: Axion Power Reports First Quarter Results For 2013 [View instapost]
Axion Power Concentrator 240: May 30: Axion Power Reports First Quarter Results For 2013 [View instapost]
I have no doubt that it has been bouyed up by the same team that drove up the Indexes several years ago.
Axion Power Concentrator 240: May 30: Axion Power Reports First Quarter Results For 2013 [View instapost]
Axion Power Concentrator 240: May 30: Axion Power Reports First Quarter Results For 2013 [View instapost]
Axion Power Concentrator 240: May 30: Axion Power Reports First Quarter Results For 2013 [View instapost]
To me, the most amazing is FCEL. So, that's where I've speculated most, though I have smaller 'investments' in the others.
HYGS has the fewest shares and they are in the most niches, both in supply of hydrogen and in making electricity. I like their management. You might enter when it is back around $10.00 and expect that if it pans out they will have multiple splits.
FCEL is a company that makes FCs for the grid. They have over 50 units installed in Asia, Europe and the US and have a backlog of orders of over $350,000,000, actually much more but the figure escapes me. It seems to be an extremely conservatively run company. They have just doubled production and are looking at profitability this year or next. So, they are at more than 1 shift till 2016 based on current orders, and they need to run two shifts to be profitable.
I do not believe these are flavors of the month, per se. They are now being noticed.
Finally, the whole FC thing is so well described by the
elephant hunter's graph, that it takes some of the load off waiting around with AXION as they do their graph thing.
Axion Power Concentrator 239: May 24: Axion Power Reports First Quarter Results For 2013 [View instapost]
One new way to make hydrogen...and what makes investing at the edge such a problem. That best idea you invested in 2 years ago, just got wiped out by a newer better idea.
Re other ways of making hydrogen (from WP): "Fermentative hydrogen production can be done using direct biophotolysis by green algae, indirect biophotolysis by cyanobacteria, photo-fermentation by anaerobic photosynthetic bacteria and dark fermentation by anaerobic fermentative bacteria. For example studies on hydrogen production using H. salinarium, an anaerobic photosynthetic bacteria, coupled to a hydrogenase donor like E. coli, are reported in literature.
"Biohydrogen can be produced in bioreactors that utilize feedstocks, the most common feedstock being waste streams. The process involves bacteria feeding on hydrocarbons and exhaling hydrogen and CO2. The CO2 can be sequestered successfully by several methods, leaving hydrogen gas. A prototype hydrogen bioreactor using waste as a feedstock is in operation at Welch's grape juice factory in North East, Pennsylvania (U.S.)".
This method, or one similar, is used by FCEL to produce the energy stock for their fuel cells at manufacturing plants using off gassing.
Axion Power Concentrator 239: May 24: Axion Power Reports First Quarter Results For 2013 [View instapost]
IMHO we are moving towards an economy that increasingly uses hydrogen in all its variations and forms as fuel. If that is so, investing in the best fuel cell companies is a good idea. There are only a few that are public, and all seem to be moving towards profitability. Each has a niche. The 'hype-curve' fits this segment and the individual companies.
And, once you start following them and the research projects they are involved in, to get around the problem issues they each face, it's pretty amazing.
Re HYSG, I've been impressed by the sales/promotional energy of its leadership, especially the energy of Dave Wilson as well as their patents and partners. Long ago I read that you are better with an A-Team and a B-Product, than an A-Product and a B-Team. I've learned that is true over my years of investing in great ideas that never came to the level of fruition that I'd imagined.
Axion Power Concentrator 239: May 24: Axion Power Reports First Quarter Results For 2013 [View instapost]
Note the action today of all fuel cell companies..fuel cells are being viewed more favorably as being part of the hydrogen alternative energy ecosystem, so the price of the big fuel cell players is up, FCEL up over 30%.
I believe this will happen to AXION also as the 'storage ecosystem' becomes a place to invest and as our battery's place in the 'storage ecosystem' becomes more clear.
We are just way ahead of the game. It is playing out in front of us...enjoy! The fruits of our patience will come.
BTW, if the 'storage ecosystem' is of interest, could we spend some time defining the players in ours, as I believe there are several 'storage ecosystems' defined by different needs. AWAK ours is the niche defined by the need for 'charge acceptance and rapid discharge'.