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billa_from_sf

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  • Axion Power Concentrator 213: Mar. 3: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    TB:

    An article from the Washington Post, hardly a socialist propaganda sheet, about the effects of immigration on wages:

    http://wapo.st/10aVuRQ

    I hesitate to post this because it is OT. If you care to have a knock-down drag-out over it, there is probably a board devoted to this topic somewhere, and I am sure you can find any number of frothing madmen there to get into it with.
    Mar 5, 2013. 03:02 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 213: Mar. 3: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    At the risk of repeating myself, I can't help thinking that Axion wants to show a significant potential revenue stream to whoever is going to provide the coming funding round and ePower agreed to go along with the 5-year plan even though they might not necessarily have been thinking in terms of a time-based commitment.

    But go along with the idea they did because, as Andy said in the PR, there is no lead-based alternative that can hold a candle to PbC.

    We all see hopium articles posted here almost daily about new chemistries and supposed improvements to Li-ion. Perhaps ePower would have preferred in purely abstract terms to have left the door open to one of these down-the-road alternatives but "consented" to the 5-year deal because realistically they are aware that no battery will outperform PbC in that time frame.

    IMO.
    Mar 5, 2013. 01:31 AM | 8 Likes Like |Link to Comment
  • Axion Power Concentrator 213: Mar. 3: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    Some perspective here?

    http://nyti.ms/ZbUcQu
    Mar 4, 2013. 10:19 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 213: Mar. 3: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    "In light of the need for financing, guaranteed revenue could be huge . . . "

    Excellent point, md. This could also be why ePower "consented" to a 5-year agreement. The projected revenue looks good to Axion's investors (not us, the guys with millions to throw around).

    ePower might have "consented" because what options they will have are hard to discern that far down the road. The reason ePower "consented" is Andy knows no other SLA is going to beat PbC for DCA and longevity, so ... wedding bells.
    Mar 4, 2013. 06:01 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 213: Mar. 3: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    Yayyyy!

    2013 is going to be a great year for Axion.
    Mar 4, 2013. 08:39 AM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 212: Feb. 27: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    Well put, Ranma.

    I have mistakenly sold good stocks I didn't understand as thoroughly as I understand AXPW on dips that were deeper than I dared to hold through, and I sold specifically because I was afraid something was going on at that point about which I was ignorant.

    On that basis I resolved quite a while ago not to hold anything I do not thoroughly understand.

    When a stock breaks support and all you understand is the chart, the natural reaction is to panic, and that can cost you a lot of money. But when a company you understand is getting hammered, it is easy to hold for the long term provided nothing more fundamental than investor irrationality is the reason for the dip.
    Mar 2, 2013. 04:18 PM | 8 Likes Like |Link to Comment
  • Axion Power Concentrator 212: Feb. 27: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    Thanks, iin.

    We see so much someday stuff on this board, I figured that must be what this is.
    Mar 1, 2013. 10:20 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 212: Feb. 27: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    Check out the last paragraph in this pdf a friend of mine sent me:

    http://bit.ly/VTScP8

    I don't remember us having discussed this article before.
    Mar 1, 2013. 09:29 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 211: Feb. 23: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    Could the terms of the development contracts that led to the roll-out of the pre-PbC NS999 stipulate that the technology employed can not be changed for a certain period of time?

    I know it is a crazy thought, but maybe the entities that put up the money to build the first one didn't want them tearing it apart and making it into something else before they got their money's worth out of it. And that money's worth was calculated in weeks and months.
    Feb 26, 2013. 03:20 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 211: Feb. 23: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    Beautiful!
    Feb 25, 2013. 11:23 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 210: Feb. 20: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    Looks like VW has been talking to ePower.

    Serial diesel hybrid is a nice ride.
    Feb 23, 2013. 02:51 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 210: Feb. 20: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    We don't know anything.

    The next CC might tell us something or that we have another 3 months to wait for something worth hearing.

    Time is indeed getting short for Axion to get a piece of SS, but it's crazy to throw in the towel now because PbC is the solution that works and AGM is junk.

    This CC? Next?

    Are going to miss the boat, or is our ship going to come in?

    Don't ask me . . .
    Feb 23, 2013. 03:08 AM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 210: Feb. 20: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    Mitsubishi targeting rail is not encouraging.
    Feb 21, 2013. 08:57 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 210: Feb. 20: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    240 kg = 529.109 pounds.

    The business-major dufus in the background telling his pal that 240 kg is 88 pounds was worth the price of admission.
    Feb 21, 2013. 08:38 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 209: Feb. 16: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    Carnardie:

    What you don't understand is the difference between average wait and longest wait.

    If every car takes 5 minutes to gas up and all the pumps are in use when you drive up, your longest wait will be 5 minutes and your average wait will be 2.5 minutes.

    All the gas pumps are in use infrequently.

    Electric chargers, since they take at least 30 minutes to do what they do, would all be in use frequently if there were as many EV's as there are ICE cars.

    All the gas pumps are in use infrequently because the length of time each pump is in use is short.

    It's a question of bandwidth versus load.

    On a road trip the load is the same for gas pumps and electric chargers if there are as many EVs as ICE cars, but the gas pumps' bandwidth is 6 times that of the electric chargers.

    People do not carry their homes with them on road trips.
    Feb 20, 2013. 02:58 AM | 6 Likes Like |Link to Comment
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