Seeking Alpha

billa_from_sf

billa_from_sf
Send Message
View as an RSS Feed
View billa_from_sf's Comments BY TICKER:
Latest  |  Highest rated
  • Axion Power Concentrator 209: Feb. 16: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    The thing about these charging stations that bothers me is: suppose in a fantasy future there are millions of EVs on the road, as many as there are ICE cars on the road today.

    You are on a road trip and pull into a charging station to charge up. All the charging cables are hooked up to other cars, each of which takes half an hour or more to charge completely, and you have to wait your turn to get hooked up to one.

    Maybe there are other drivers waiting to get hooked up ahead of you, each of whom will tie up a cable for a half hour or more until his or her car is fully charged.

    In today's world, if you drive into a gas station, the gas-up process takes about 5 minutes, so if all the pumps are being used when you pull in, the longest you will have to wait is five minutes.

    There is probably a Poisson distribution that graphs out wait times at a charging station of the future, but it seems intuitive to me that if each user charging a car ties up his cable for a half an hour, you are going to wait for 15 minutes before you get hooked up if all the cables are in use when you pull into the station.

    That is on top of the half hour or whatever it takes to charge your own battery.
    Feb 19 08:12 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]
    Speaking of IP, the idea occurred to me recently that perhaps the startling level of pathological bashing on the Brand Y Axion board might be instigated by a battery company in the "carbon additive" space that would love to rip off Axion's IP instead of partnering with us.

    The easiest way to get our IP would be to drive our stock into the dirt, which would ultimately starve us of money to stay in the game.

    At least, these guys have to know that PbC does what they are trying to do and their dabblings are limited by electrochemistry. So where is the partnership? Not for lack of trying on our side, one can assume. Kill us and steal our IP must look rather inviting on paper.
    Feb 17 10:17 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]
    I'm thinking IP, people.

    Are these guys going to rip off Axion's design?
    Feb 16 07:56 PM | 2 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]
    HT:

    It doesn't seem realistic to me to pin our hopes about the capital raise on a timely ePower PR.

    As I understand it, ePower is working their way through the integration tasks that JP outlined above. Maybe things will go smoothly. Maybe questions will arise.

    The ultimate success of their product will have a bigger impact on our success as investors in Axion, IMO, than a PR on a less-than-bombproof design hurried out the door.

    Besides, a deep-pocketed investor who understands the story isn't going to be impressed or not impressed with how soon ePower gets their act together. This quarter or next is granular enough I would imagine.
    Feb 16 07:48 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 208: Feb. 13: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    Could posts about the Broder article not be taken to a Tesla board where it is undoubtedly being discussed?

    Wading through this stuff is negatively impacting the time it takes me to process Axion-specific info on this board, particularly since every time it seems the topic has run its course someone brings it up again.

    There is a Tesla board, no?
    Feb 16 07:25 PM | 8 Likes Like |Link to Comment
  • Axion Power Concentrator 208: Feb. 13: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    I guess we just have to wait and see.

    PbC obviously wins hands down over AGM for SS functionality, but LAB for cold starts (only) seems to be the most reasonable price an OEM would have to pay to get it.

    They are learning with Li-ion, for example, that all their wishes can't be realistically fulfilled. Maybe one will decide that a small single-purpose LAB is a compromise worth making to get PbC's DCA and hotel capabilities.
    Feb 15 04:33 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 208: Feb. 13: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    iin:

    Do we know that for sure?

    Two-battery seems like such a simple solution.
    Feb 15 03:55 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 208: Feb. 13: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    LT:

    Exactly.

    Instead of carrying around jumper cables or having a high school kid patrol airport parking lots to jump-start PbC SS cars, just carry around a cheap SLA battery for cold starts (built in) and, voila, problem solved!
    Feb 15 02:57 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 208: Feb. 13: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    Looks like the home energy storage space is getting crowded, and of course every product offers integration with solar, wind, generators, etc.

    Rosewater's squeaky-clean power solution seems to be unique, but high-end homes might be a rather limited market.
    Feb 15 02:41 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 208: Feb. 13: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    Is the two-battery solution out?

    I was under the impression that PbC would work just fine for SS if the starter battery for cold starts was simple SLA and SS functionality ran off the PbC.

    Even if the PbC ran down completely, it would be fully charged almost immediately after the cold car was started.
    Feb 15 02:31 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 208: Feb. 13: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    Nice to see Axion's name listed at the bottom of that GII story

    Very funny, 48.
    Feb 14 09:41 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 208: Feb. 13: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    Maybe NSC is dragging their feet because some contractual obligation related to 999's predecessor before PbC came on the scene has to expire before they can move forward.

    They unveiled the old 999 with so much fanfare, maybe there were follow-on payments related to the grant(s) that got them there or some sort or purchase obligations with expiry dates attached.
    Feb 14 09:33 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 208: Feb. 13: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    HT:

    It does appear that the industry has come to the realization that current chemistries, JRP3's evangelism notwithstanding, will not support EV's in the near term.

    Something about ePower that sticks in my mind is the huge downsizing they can achieve in their genset because electric motors naturally generate so much more torque than ICEs do.

    Does PbC have a role to play in serial automotive hybrids? Or does the 80,000 gvw truck application lend itself uniquely to that treatment?

    I ask because ISTM that whacking down an automotive ICE by going serial would generate huge mileage increases on top of stop-start.
    Feb 14 09:17 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 208: Feb. 13: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    I get the impression that the auto industry views stop-start as a temporary stopgap until someone, anyone comes up with a battery they can build pure EV's around.

    Consequently AGM, flawed as it is, suits them fine as they continue hoping against hope that a magic battery chemistry will be discovered.

    Meanwhile, my opinion is that ePower, NSC, truck APUs, and possibly behind the meter applications are the best chances for PbC near-term.

    If an auto manufacturer does surprise the world with a commitment to stop-start using PbC, those of us on this board who do not have a heart attack when we hear it will be rich.
    Feb 14 05:09 PM | 8 Likes Like |Link to Comment
  • Axion Power Concentrator 207: Feb. 10: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    I think HTL and others explaining that there are few sellers are right.

    "All you need is news ... da da da da ... News is all you need."
    Feb 13 02:58 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
369 Comments
16 Likes