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thotdoc

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  • Axion Power Concentrator 275: Oct. 14 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    I posted this on JP's SA piece on Axion and several asked that I repost here...though I think it may be redundant as I imagine most here have read JP's piece. Anyway:

    "OK. Let's see if we can get past people who seem to have a bone to pick with JP.

    New types of batteries are needed if we are to cut our use of carbon based fuels for numerous reasons that are clear to everyone who invests in green energy sources.

    The biggest problems that batteries face in working within the green energy paradigm are partial state recharging, string behavior that requires complex and expensive battery management systems (BMS), and extreme temperatures due to how they effect the battery, and in only some cases weight, but in all cases cost and being able to be recycled.

    In situations where weight is not an issue, but being recycled and extreme temperatures are issues, where the cost of string behavior is a major issue, and where partial state recharging is THE issue, the Axion battery is the only player that has been proven to work effectively.

    The truth of this statement has been established by multiple year research programs that have been presented in peer reviewed papers by BMW and NS. Now, we have a small private company making products with Axion batteries after trying all other reasonable sources.

    Axion says that they have some big sales in the pipeline that will be announced by MId-November and that they have enough money to last until they will need more money to increase production beyond their already sizable capacity.

    NS is currently presenting a paper about the use of the technology, and showing off their new Axion powered locomotive to the engineering public in a presentation sponsored by the Federal Railway Commission, and has applied for and received patents for using Axion batteries in switching locomotives. NS has been researching this process for more than 5 years and has gone fully public with Axion as their battery partner. Each yard switcher uses over 1000 batteries...there are thousands of yard switchers currently spending about 70% of their time with engines idling. A practice that must be curtailed if RRs are to meet federal clean air guidelines.

    BMW has researched the Axion battery for years and has gone public years ago with Axion as a partner, and has asked Axion to develop secondary manufacturing capability with a tier 1 battery manufacturer. Cars will be moving to 48 volts ans cars are being increasingly electrified. When BMW moves to 48 volts it will likely be with Axion batteries. Axion has stated that BMW and Axion have meetings twice a month. This IS an ongoing project.

    If ePower is successful, they will need tens of thousands of batteries.

    We have not even discussed island nations that need to get off carbon based fuels and in moving to wind and sun need batteries with Axion's characteristics, or several other major applications.

    So, if all that is interesting, do your DD and buy 50,000 shares for about $6,000.00 or what ever multiple feels right to you. Or, be fully safe, which is reasonable, and watch the train leave the station."
    Oct 15 04:10 PM | 16 Likes Like |Link to Comment
  • Axion Power Concentrator 233: May 5: Axion Power On Panel At Energy Storage Economics 2.0 For New York City And Beyond [View instapost]
    Being a veteran of start-ups as Board Member and investor, insider investing, at this level, is just very good news.

    If everyone on the Board simply put up $10,000-20,000.00, I'd be worried. That would be save face money. Here, some insiders put up serious money.

    Either, they are being stupid or know something. I'll go with the latter.

    The Board knows what is occurring in the pipeline. The amount they put up and the terms they accepted indicate that we can expect good things to come.
    May 8 11:16 AM | 16 Likes Like |Link to Comment
  • How PHEVs and EVs Will Sabotage America's Drive for Energy Independence [View article]
    Please give us the facts that you believe he is overlooking.


    On Aug 26 11:04 AM Albert DeKoven wrote:

    > John's large position in AXPW cause him to come to conclusions which
    > the industry will not likely come to. I believe he is ignoring facts
    > that are contrary to an increase in the value of his stock position.
    Aug 26 11:33 AM | 16 Likes Like |Link to Comment
  • Axion Power Concentrator 350 July 17 '14: David DiGiacinto Appointed Chairman And CEO; Share Reverse Split And Authorized Share Reduction Approved; Definitive Reverse Split Consent Solicitation; Q1 '1 CC Transcript & MP3 Available [View instapost]
    I'm similar to Lab re just leaving the stock in the drawer and not posting much. I'm still here, but long b4 the comment I'd stopped posting regularly. I read the comments and if I thought I had something important to post, I would and will.

    I simply do not have anything to add to the knowledge base.
    Jul 18 10:31 AM | 15 Likes Like |Link to Comment
  • Axion Power Concentrator 303: Feb. 8 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    JP-
    I fully agree. I've been on Boards of small companies that were financially shaky. Taking in rounds of investment capital means that you need to show you are doing everything correctly. There may not be many lawsuits against Board members, but when you are in the hot seat, you do not want to be a test case.

    Unless this man is just a risk junkie, or desperate for the few $$ he will get out of this, he comes with good motivations and beliefs that this will not be a waste of time and increased risk.
    Feb 10 10:56 AM | 15 Likes Like |Link to Comment
  • Axion Power Concentrator 302: Feb. 5 '14: PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    Honestly, I do not believe that the man described here would board a sinking ship. There is too much responsibility gained by being on the Board of a sinking ship that is NOT made up for by some shares and fees.

    This is great news.
    Feb 7 04:06 PM | 15 Likes Like |Link to Comment
  • Axion Power Concentrator 284: Nov. 16 '13: Q3 '13 Results; Sale Of PowerCube™ ESS; John Petersen Joins EPower [View instapost]
    And if it takes as long to bring this to fruition as it does most new revolutionary batteries, I'll have cashed in on AXION and left batteries to other investors who will, in their own time, learn the truth about batteries and battery salesmen.

    Nov 18 11:22 AM | 15 Likes Like |Link to Comment
  • Axion Power Concentrator 283: Nov. 14 '13: Sale Of PowerCube™ ESS; John Petersen Joins EPower [View instapost]
    Dilution is not a major concern of a CEO. The company going forward and being profitable is the concern. He will not address dilution as an issue without it being brought up and then all he can say is: At a certain point the choice is dilute or close the doors.

    All who are concerned with dilution made the decision to buy with inadequate DD; we bought the dream with our greed. Hey, that's me raising my hand and saying I resemble that remark.

    The question for shareholders now is what to do next in terms of buying shares. There is no right answer, only two ways to suffer.
    Nov 16 11:46 AM | 15 Likes Like |Link to Comment
  • Axion Power Concentrator 260: August 15: 10Q Filing For Q2; Two Axion Forbes Articles; John Petersen On PIPE Mechanics & Incentives [View instapost]
    "Significan orders on our next call:.

    As they said in my old neighborhood: "OK, sukka. Put up or shut up!
    Aug 15 11:57 AM | 15 Likes Like |Link to Comment
  • The FDIC will propose tomorrow that major bank execs have 50% of their bonuses deferred for at least three years to help curb excessive risk taking. After three years, the execs can receive varying amounts of their deferred pay depending on the performance of the company during that time.  [View news story]
    What is your solution to banks taking excessive risks?
    Ideology without solutions that work to solve real world problems will not fix the mess we are.
    I do not like government intervention any more than you do. But, I can see problems that need solutions.
    I do not see a solution other than setting limits on people who cannot set limits on them selves.
    This solution sets limits without impacting the banksters ability to make as much money as they want. They just have to wait a bit to get it to make sure that they really made the money.
    Feb 6 02:17 PM | 15 Likes Like |Link to Comment
  • 3 Things That Could Halt Gold’s Run [View article]
    Everything you say is theoretically true, but has little practical value, for me. Gold is a hedge for big players and those who do not believe what they are fed by the mass media and the government..

    Gold's run will not be halted permanently until the financial uncertainty that is apparent throughout the world is neutralized.

    For me, the only thing of interest re PMs is understanding the specific data that will lead to the inflection point that will occur when Gold is not needed as a hedge.

    Let[s talk about that. That has practical value.
    Dec 28 12:09 PM | 15 Likes Like |Link to Comment
  • What To Do Now With Apple [View article]
    "Apple delivered more advances in operating systems for both mobile and desktops, including the new Swift programming language that excited developers, yet nothing that would drive any significant advances in revenues and profits."

    Author, you don't have a clue. You vision is as far as your toes.

    What will they create with homekit and healthkit? How will ap development be effected by Swift? Do you understand the changes they are making re gaming? Do you understand the effect of being able to build chips and software that is optimized by the chips????

    No, I know you don't.

    If one wants to make real money in the market; understand a company's vision as it relates to opportunity opening up now and in the future AND the quality of its management. The quality of management determines the outcome, not ideas. Ideas are a dime a dozen, it's implementation.

    Apple's vision is related to improving and owning the human-machine interface in the personal and personal-work space within a completely connected system.

    Tim Cook is a genius and a much better leader at Apple than SJ would be at this level or organizational size.

    Next buying opportunity is if pps goes to about 90.00 or slightly below.
    Jun 13 12:21 PM | 14 Likes Like |Link to Comment
  • Axion Power Concentrator 236: May 15: Axion Power Releases Quarterly Report For The First Quarter 2013 [View instapost]
    We've seen other battery mfgs. adding carbon paste, etc to their offerings. From one perspective, they are trying to not work with us. From another perspective, their product doesn't work and they can't work with us because we have been making paper doilies by hand. They couldn't use us if they wanted to, so they went ahead with what was next best for them.

    I don't think we've appreciated exactly how the primitiveness of our mfg. process has kept OEMs and other battery manufacturers from working with us. Along the same lines, JB said we can produce 450 products a day...450 a day. That's big $$ for us, but I think a bubkas number for a car manufacturer.

    Re multiple sites of manufacture: another major impediment to an OEM and a situation that every really new product that will work with established industries must face.

    Maybe things are going much faster than we think. We are only looking at this from the perspective of: Everyone should get it as we get it and just buy it...when there is so much more to this.

    We love it because it is a revolutionary battery. Then we forget that it is NOT a drop-in product...it's a battery that takes revolutionary manufacturing to make and revolutionary software/hardware to make use of it.

    How long does that take in a mature market? Years and years. We just got a real manufacturing operation going; just putting away the pinking shears. Again, maybe this is going very quickly.
    May 15 10:03 PM | 14 Likes Like |Link to Comment
  • Axion Power Concentrator 216: Mar. 10: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    Interesting that the internal process of the APC is becoming more toxic.
    Mar 11 11:25 AM | 14 Likes Like |Link to Comment
  • Axion Power Concentrator 190: Dec. 23: Latest News [View instapost]
    JP needs to know he is supported here. So much of his time goes into this. I'd feel the same way if I were being personally attacked, I get that.

    I'm thinking about different options that could be used with the troll issue. They fall into several categories;
    1) Make it more difficult to post
    2) Speed up the decision re trolls by reporting abuse quickly and often, so APH is advised. Have a rule. For instance, after 5 people report abuse the person is banned. This is a diverse group of strong willed people. I don't think 5 will collude.
    3) Do not respond to increasing trollism. It's a process that we see developing. After a tipping point, simply cut them off by not responding to any of the standard ploys. They do not go from questions to concern to attack in 3 posts. If we know we honor true diverse ideas, then when someone says we don't simply do not respond.
    4, 5, 6 ???

    This is a group with written and unwritten rules, pecking orders, etc. The same with every group. Let's not respond to people who break our rules.

    I'm a Police Psychologist. The constitution gives you the right to get a job; it does not give you the right to be a Police Officer. So, anyone has the right to post; they do not have the right to troll.


    Dec 26 11:40 AM | 14 Likes Like |Link to Comment
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