Axion Power Concentrator 200: Jan. 19: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications [View instapost]
I begin to wonder if jealousy is at play with the other battery manufacturers regarding using PbC. The margin is typically incredibly small for most manufacturers...Axion comes along with a product that will have a huge margin, compared to the manufacturer of the battery. The battery manufacturer says "It's my client, I make the battery and Axion makes all the money".
If that dynamic is at play, Axion can wait it out...maybe that will work, maybe it won't (they know where they are with different cusytomers and potential customers), or develop a better split of the margin.
Boeing (BA +1.1%) ticks up after preliminary results might indicate the problem with the 787 Dreamliner may lie in a battery issue with the manufacturer. GS Yuasa, the Japanese battery supplier to BA's grounded fleet says it may take months to determine whether the cause was in fact the battery or the entire electrical system. [View news story]
You mean John Petersen.
He would likely say that the problems BA is having are predictable.
FuelCell Energy (FCEL -3.4%) shares slide after the developer of fuel cell power plants reports a Y/Y drop in revenue for FY 2012. Total revenues for the year ended Oct. 31 was ~$120M, 2% lower than the prior year, including an 8% drop in product sales. [View news story]
I should have written, the only pure play fuel cell manufacturer that operates at the grid level.
FuelCell Energy (FCEL -3.4%) shares slide after the developer of fuel cell power plants reports a Y/Y drop in revenue for FY 2012. Total revenues for the year ended Oct. 31 was ~$120M, 2% lower than the prior year, including an 8% drop in product sales. [View news story]
If you are selling FCEL due to a revenue drop, you did not read the annual report.
A few years ago, a fuel cell was an interesting idea. Today FCEL is the only fuel cell mfg that operates at the grid level. The stock is 12-18 months away from being net profitable, they are gross profitable now.
Buy a lot now and wait, or wait a lot now and buy many, many fewer shares for the same $$. Most importantly, read the new annual report. It is an education in where this is all likely going.
We are two people talking past each other. You must think I trade on news or think that news is typically of immediate importance. I must think you have a model that does not take into account what creates the motivation/sentiment of crowd behavior that your system tracks technically.
I did not understand that your model does not take into account the possibility that news becomes sentiment "over time" or that there could be instances where news, in and of itself, changes crowd behavior.
Schmeckle...news creates sentiment. What are you missing?
I truly dislike you trying to make me the butt, to make your point, when I'm respectful. But, it feels good when you humiliate your self as you just did.
Exactly where do you think sentiment comes from? Do you think sentiment is genetic, or the result of people chewing on information?
I was asking the question within your paradigm and you are too stuck in being smug to see it.
Axion Power Concentrator 196: Jan. 11: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications [View instapost]
I agree. In addition, IMHO their buying the batteries makes .40 pps buys of shares, +/- safe. Worst case scenario is that someone who is reliant on the company buys the company. The price would be well above .40 ps.
Wait, I seem to be convincing myself to spend that $25,000.00 that's floating around in one of my accounts.
Axion Power Concentrator 200: Jan. 19: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications [View instapost]
If that dynamic is at play, Axion can wait it out...maybe that will work, maybe it won't (they know where they are with different cusytomers and potential customers), or develop a better split of the margin.
Axion Power Concentrator 200: Jan. 19: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications [View instapost]
Boeing (BA +1.1%) ticks up after preliminary results might indicate the problem with the 787 Dreamliner may lie in a battery issue with the manufacturer. GS Yuasa, the Japanese battery supplier to BA's grounded fleet says it may take months to determine whether the cause was in fact the battery or the entire electrical system. [View news story]
He would likely say that the problems BA is having are predictable.
FuelCell Energy (FCEL -3.4%) shares slide after the developer of fuel cell power plants reports a Y/Y drop in revenue for FY 2012. Total revenues for the year ended Oct. 31 was ~$120M, 2% lower than the prior year, including an 8% drop in product sales. [View news story]
FuelCell Energy (FCEL -3.4%) shares slide after the developer of fuel cell power plants reports a Y/Y drop in revenue for FY 2012. Total revenues for the year ended Oct. 31 was ~$120M, 2% lower than the prior year, including an 8% drop in product sales. [View news story]
A few years ago, a fuel cell was an interesting idea. Today FCEL is the only fuel cell mfg that operates at the grid level. The stock is 12-18 months away from being net profitable, they are gross profitable now.
Buy a lot now and wait, or wait a lot now and buy many, many fewer shares for the same $$. Most importantly, read the new annual report. It is an education in where this is all likely going.
FuelCell Energy to Present at the Needham Growth Conference [View article]
This weekend I read a report from the UC system campus that FCE fuel cells are part of a system that repays the investment in 10 months.
Where is that PR?
Should You Short Silver Now? [View article]
I did not understand that your model does not take into account the possibility that news becomes sentiment "over time" or that there could be instances where news, in and of itself, changes crowd behavior.
Best regards.
Should You Short Silver Now? [View article]
I truly dislike you trying to make me the butt, to make your point, when I'm respectful. But, it feels good when you humiliate your self as you just did.
Exactly where do you think sentiment comes from? Do you think sentiment is genetic, or the result of people chewing on information?
I was asking the question within your paradigm and you are too stuck in being smug to see it.
Should You Short Silver Now? [View article]
What will be the impact on the PMs of Obama taking the Fed away from GS and crowd?
Housing And Financial Stocks Could Crash As Interest Rates Rise [View article]
Axion Power Concentrator 197: Jan. 13: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications [View instapost]
Axion Power Concentrator 196: Jan. 11: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications [View instapost]
Axion Power Concentrator 196: Jan. 11: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications [View instapost]
Wait, I seem to be convincing myself to spend that $25,000.00 that's floating around in one of my accounts.
Axion Power Concentrator 196: Jan. 11: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications [View instapost]
Thanks. Of course what you say is true. I was just upset that people were throwing water on the fire and spouting off.
Axion Power Concentrator 196: Jan. 11: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications [View instapost]