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thotdoc

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  • Axion Power Concentrator 292: Dec. 27 '13: Q3 '13 Results; Sale Of PowerCube™ ESS; John Petersen Joins EPower [View instapost]
    I'm sure you're right. What's important to us is not what's important to them.


    It's funny…I was just trying to show some support to our CEO by recognizing that maybe some things are just out of his control. NGDGU :-)
    Dec 27 04:17 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 292: Dec. 27 '13: Q3 '13 Results; Sale Of PowerCube™ ESS; John Petersen Joins EPower [View instapost]
    Well, I tried to show it isn't quite the correct word by putting ' ' s around 'promise'.

    But, I'm well chastened….and happy to know a man who takes his word seriously.

    Have a great New Year.
    Dec 27 04:13 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 292: Dec. 27 '13: Q3 '13 Results; Sale Of PowerCube™ ESS; John Petersen Joins EPower [View instapost]
    From the article:" Bert, Moore's law is a simple observation of exponential improvement, so it certainly applies to batteries."

    I love it. Thanks to this blog, we are well educated.
    Dec 27 12:38 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 292: Dec. 27 '13: Q3 '13 Results; Sale Of PowerCube™ ESS; John Petersen Joins EPower [View instapost]
    John-I responded before I read your comment. I agree it's coming toward us.
    Dec 27 12:23 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 292: Dec. 27 '13: Q3 '13 Results; Sale Of PowerCube™ ESS; John Petersen Joins EPower [View instapost]
    I understand and agree. It's my belief is that BMW and others will need Axion batteries to pull off the switch that Indelco is talking about.

    To use the Axion battery correctly, I believe you have to redesign the entire electrical system/car after rethinking: a) how much of "this stuff" can I remove that creates parasitic drag on the engine, and b) where can I find free power that has typically been lost as heat?

    The upside of all this is that Engineers now have something with which to compete against each other re pushing the ICE to what we now think of as extremes. My bet is that the auto, completely redesigned with Engineering that answers a & b, will produce fuel milage and performance that will please and surprise us. I do not believe the ICE will be replaced by electric cars.

    The short term irony is we were too good to be used as a replacement battery.

    A thought about TG and 'promises'. It seems NS also promised and didn't come through....maybe it's just something about batteries that takes longer than anyone expected.
    Dec 27 12:20 PM | 8 Likes Like |Link to Comment
  • Axion Power Concentrator 292: Dec. 27 '13: Q3 '13 Results; Sale Of PowerCube™ ESS; John Petersen Joins EPower [View instapost]
    Is there really an electric car competition that is meaningful? Or is there a blip about battery facilitated electric cars on a page in automotive history? I vote for the latter.
    Dec 27 10:20 AM | 3 Likes Like |Link to Comment
  • Look At Fuel Cell Energy To Take Advantage Of The Energy Revolution [View article]
    Yes, my thoughts earlier. But, it just seems like too much to do to start another marketing process focused on consumers. It makes more sense to have another company do that.
    Dec 27 12:03 AM | Likes Like |Link to Comment
  • Axion Power Concentrator 291: Dec. 22 '13: Q3 '13 Results; Sale Of PowerCube™ ESS; John Petersen Joins EPower [View instapost]
    Freya-
    I'd argue against this being a selling climax which is more related to desperation against any bull case making sense. I believe a selling climax would include more Axionistas selling, after writing increasingly disgruntled posts here, with fewer and fewer people here telling them it was not a good idea to sell.

    What I do not understand is who is buying these incredible amounts of stock?
    Dec 26 11:58 AM | 9 Likes Like |Link to Comment
  • Big Winners, Devastating Losers: Cars, Television, Tech [View article]
    Self driving cars taking over in less than 6 years???

    Man, I love big ideas and this is the biggest. But, the world is not rational....many people still smoke...and there is not enough money in the world that is free for this project. Especially in the next 6 years.

    Then, America can't get the idea of universal health care, it will definitely not get the idea of "here take over my car".

    Then, don't even get started considering how few people buy new cars compared to how many people have and keep older cars.

    OK. I quit typing here.

    Dec 26 11:45 AM | 2 Likes Like |Link to Comment
  • Look At Fuel Cell Energy To Take Advantage Of The Energy Revolution [View article]
    Thank you, Hal.

    I hope you are having a wonderful holiday season surrounded by people who love you and you love in return.

    G
    Dec 26 10:25 AM | Likes Like |Link to Comment
  • Spotight 2014: Plug Power Inc. - A Major Turnaround [View article]
    Hyster has added a fuel cell operation if I remember correctly.
    Dec 26 10:23 AM | Likes Like |Link to Comment
  • Look At Fuel Cell Energy To Take Advantage Of The Energy Revolution [View article]
    Hal-

    I am as sanguine about FCE as I have been in the past. There is nothing about NRG and FCE related to house sized cells. That has always been conjecture on my part...and I've always said so. NRG is important to FCE as a buyer of fuel cells for their account and because they can sell and provide financing for the large cells for colleges, buildings, businesses...and they may be especially helpful in California, where they are well connected, as CA rolls out their initiative. If the grid is going to fuel cells, FCE will have a very large part, especially in the US and Germany, and likely G.B.

    Bloom is a non starter...they are not a public company and will likely not be a public company until profitable. We can buy shares at that time.

    There are only 4-pure play companies in this space at this point whose stock and stories are actionable, IMHO: FCEL, HYGS, PLUG, BLDP.

    Who would market house sized units in the US is an open question. They could be marketed by energy providers such as NRG or PG&E or HVAC providers. But, they will not be marketed by FCE, I do not believe. Can you imagine the size of the sales force you need to sell fuel cells at people's houses. FCE can sell to large apartment or office building developers who would approach FCE.

    I believe FCE has their hands full within their grid niche. This is a multi-billion $$ market. They are not going to go after a another mark, I do not believet.

    The price is not really languishing, look at the charts...higher lows and higher highs. This is a multiple year story and all the pieces are being put into place before our eyes.

    For instance, Germany has too much green energy that is not well regulated for the grid. They have many wind farms whose extra energy can be converted into hydrogen which is useful for fuel cells. As that comes on line, the cost of electricity from fuel cell comes down.

    The best thing I can say to you is study and don't depend on others. My investment thesis here is: Fuel cells will be a large part of our energy and part of our automotive future as we move away from a petroleum based society. I may be 5 or 25 years early..but POSCO, NRG, DOMINION, PG&E, and Fraunhofer IKTS are also invested in and working on fuel cells at the grid level now.

    If that thesis makes sense for a part of your investment account, then look at the different niches that have been carved out by the pure play companies and invest in the companies your DD has spoken to you. This is not a place to trade unless you are a technician. And, within these 4-companies use discipline and some technical skills to buy when others are less excited about the stocks.

    Dec 26 12:22 AM | Likes Like |Link to Comment
  • 12 Hydrogen And Fuel Cell Stocks [View article]
    philo-
    What do you mean by Elsivier or SA being sponsor?
    Dec 25 11:38 PM | Likes Like |Link to Comment
  • 12 Hydrogen And Fuel Cell Stocks [View article]
    I love your comments. You are so clear on several levels. The one most cogent here is the time it takes and the $$ it takes...and the management skill it takes to move from patent to customers.
    Dec 25 11:32 PM | Likes Like |Link to Comment
  • Active Power: This Struggling UPS And Infrastructure Solutions Provider Could Be Up For 60% Upside [View article]
    I was an investor in ACPW. But, sold my shares when other much more viable products became clear competitors. The idea of using flywheels is much less appealing than using batteries designed for such systems....see AXPW, or fuel cells...see BLDP or FCEL.

    Flywheels were a good idea but have fallen by the wayside as their revenue indicates.

    The stock may or may not go up, but the potential of only a 60% upside best bull case isn't compelling in a situation where the company's products are not in favor. I understand that 60% is an excellent return...just not the upside to induce me to invest in this case.
    Dec 25 12:21 PM | 1 Like Like |Link to Comment
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