Fred W

A123 Increases IPO Price Range

Wouldn't flywheels be tough to compete with? -- "A123 is pursuing are frequency regulation and end user power"...O&M, replacement costs, and of course high front end costs?


On Sep 23 09:37 AM John Petersen wrote:

> Airboss, the roadshow presentation makes it clear that the only grid
> markets A123 is pursuing are frequency regulation and end user power
> quality, markets that have relatively high value but represent less
> than 10% of the total storage pie. There will undoubtedly be good
> markets for A123s grid-based systems, but they'll never be cheap
> enough for a solar or wind farm near you.
>
> Battman, I've always believed that a rising tide will lift the one-foot
> gunwales of a dinghy by six feet while it will only lift the 100
> foot gunwales of a super-yacht by 6%. I suppose the next few months
> will tell whether that theory is accurate.
>
> Notrunner, I learned most of what I know about the energy storage
> sector during a five year stint as legal counsel for and as a director
> of Axion. I own a big pile of its stock and have high expectations,
> but you need to consider the source on that one. I've also bought
> ACPW, ENS, XIDE and ZBB. The only one that hasn't already had a pretty
> big run is ZBB, which is commercializing an impressive flow battery
> system and partnered with some big names. Another battery related
> stock that my friend Jack Lifton likes a whole lot is Great Western
> Minerals (seekingalpha.com/symbo...) a Canadian mining
> company that has substantial promise in the rare earth metals that
> are needed for NiMH batteries and permanent magnet motors.

Cleantech Industry Nervously Awaits A123 Systems' IPO

Don't chase this one.