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.

Why Lead-Carbon Batteries Will Deflate the Li-ion Bubble

John,
Referencing a P.T. Barnum figure like Khosla is not the kind of "support" you want. He has proven the he will say anything (as long as it sounds good) to pump his investments--he is shameless and actually gets the facts wrong more often than not.
VC's like Khosla are to be avoided--just look at his stance on corn based ethanol in 2005--either he was lying or incompetent when speaking about the issues. He beats the same drum wherever he goes...like the pied-piper of old, he will send you right off the cliff (after his exit of course).

The Plug In Vehicle Scam

Thank you for the article. However, I am concerned about your reliance on DOE to predict market penetration of PHEV in the auto industry. In the past 8 months, too much has changed too fast to use DOE material--lagging information due to now defunct assumptions--inaccurate assumptions produce unreliable conclusions.
Would you agree that "small" PHEVs is a real market in the near term? (under 2000lbs)
Have you ever been in one room with over 2000 lead acid batteries charging simultaneously? I have been in many. I have also discharged more EVs than you can imagine over the past 30 years.

Will the Audacious Bailouts for Alternative Energy Happen?

Don't bother being interested, it is the same copy/paste post "Nick" has been propagating across the web...posted the same piece half a dozen times already on Seeking A.


On Jan 11 01:09 PM The Proclaimer wrote:

> Ok Nick I'm interested, tell me more. Do you know of a process or
> patent/ patent pending to cite? Cheaper than coal, oil, gas, any
> hydrocarbon or even tires & land fill garbage???? Can your
> system produce power OR does the source cost have less than zero
> overall cost? Does this system have benefit the Enviroment in any
> way? Does this unknown, but developed, system produce any valuable
> by-products? Its is going to be tough to compete with a process
> that does. Especially one that complements the existing infrastructure.
> The only possibility that comes close is "Zero Point " energy. Is
> that what you are talking about?

Lithium Unicorns and Alternative Energy Storage

Yes, it appears that Mr. Tahil is either on medication or should be...?nuclear reactors under the twin towers causing the collapses?
Sometimes the right answer actually is the simplest...planes flying 400+mph, full of jet fuel, growing fire, + structural degradation of steel under temperature = building collapse.


On Jan 08 11:53 AM JohnK25 wrote:

> While I share your concern for lithium supply, I am not sure Tahil
> is a terribly credible source. This paper which he published on
> the nuclear demolition of the WTC on 9/11 makes me skeptical in his
> objectivity.
>
> www.reopen911.org/ReOp...;br/>
>