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tripleblack

tripleblack
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  • Axion Power Concentrator 325: Apr. 21 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    The important argument was over Federalism. Everything else flowed from that topic.

    We fought a war over the topic, and the Federalists won. I guess we either get over it, or get ready for another war.
    Apr 22 05:14 PM | 7 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Lithium is going to be available at scale (though strictly from North American sources is more doubtful), but cobalt? I doubt it, and I doubt the schedule as well.
    Apr 22 03:50 PM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Yes, very likely. Smart PR, too. Also fits well with the general guvmint idea that mines are easy to summon up (from the ground itself, like a Shakespearean spirit). If one just has sufficient crony pull in Washington, "things" happen spontaneously.

    Great headlines now and tomorrow, and in 4 or 5 years, when the Cobalt is flowing in from slave mines in the Congo (just as it is today, btw), who will shine the media spotlight on the bloody feet of the hero?

    And yes, I expect taxpayer funding to flow like manna from heaven toward the gigabatteryfactory, regardless which of the 4 candidate states it lands in (I also think Nevada is most likely, if only because it is near the Cali Tesla factory.)
    Apr 22 08:51 AM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    http://strib.mn/1juNVcC

    "PolyMet Mining"? PLM.
    Apr 22 08:17 AM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    http://bit.ly/1juN4J6

    "Formation Metals"? FMETF.
    Apr 22 08:14 AM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    http://bit.ly/1juMGKC

    ???

    Where in the dickens is Elon's gigabatteryfactory going to get the materials for its enormous requirements, 100% sourced in North America? Lithium, graphite... Cobalt? Do these numbers add up? I think not.
    Apr 22 08:11 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 325: Apr. 21 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    I'm thinking that they had a form factor in those factories which is aging and perhaps even NOT the one they intend to ultimately use in their ESS line. Rather than invest further billions in plants in need of expensive updates, perhaps they made the right decision by avoiding the long term costs while taking in some cash short term.

    I also agree with HTL about dumping the low margin end of the business. Sound logic.
    Apr 22 07:59 AM | 6 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    I distrust this story, with its very loose talk about "buyers" but a single cited source which is very shadowy and sketchy.

    If we are to believe this Shao character, American soybean companies are shipping huge freighters stuffed with soybeans worth untold millions of dollars without any sort of formal order or indication they will ever get paid... I find that unbelievable, and it makes the rest of the story difficult to take seriously.

    The story that a small fraction of the total soybean supply in China is being valued at market prices and then used as collateral for loans is not news, and is common business practice just about everywhere on earth. It would be shocking if this were NOT happening, since that would mean those businesses were not borrowing anything against their assets, which is equally unbelievable.

    I juxtapose this story with the reports that China has been stockpiling long shelf life foodstuffs (including soybeans of course) in large quantities, and that they have a common practice of requiring larger companies to stockpile as well (meaning that those companies have dead inventory if they do not use leverage to free up those monies).

    I think that tracking the Baltic Dry index is a good idea, and that it does, indeed, have an application in any review of world trade and Chinese moves. This story is stretching the logical chain past the breaking point, however.
    Apr 22 07:55 AM | 3 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    Manipulators pulling in their exposed parts with an active political battlefield opening up in the US and Europe...

    OTOH, I suspect this will also open up the playing field for some really aggressive nation states who are already horning in on the manipulation action.

    Upshot may just mean that the 2Bigs hand off the baton to nation states owning their own pet international exchanges.

    What could this mean for the individual retail investor?

    Getting kicked out of the frying pan into the fire. Beware...
    Apr 21 09:18 PM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Typical low TREO (incomplete report, but about average for these types of deposits). Comparable to TAS, perhaps. But...

    What are the odds of them getting permission to open up a large open pit mine and chemical processing plant in the middle of a National Forest? Seems far-fetched. And startup by 2016? I don't think so. The average time it takes for a successful mining permit process AFTER filing initial paperwork is well over 11 years, and that was pre-Obama administration EPA. So, best case would be it cranks by 2025+. More likely, never.
    Apr 21 09:13 PM | 5 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    http://cnb.cx/1mxcWuu

    inflation. Canary in the fast food mine shaft.
    Apr 21 06:34 PM | 3 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    Oh, and LED lights consume rare earths like erbium. More LEDs, more REE market.

    Automobiles are making the change to LEDs wholesale, from interior lighting to brake lights, accessories, etc. Of course they design their systems to use DC and "dumb" LED bulbs.

    The long term savings are in terms of lifespan (LEd bulbs can last for decades in many applications) - power savings (over 30% compared to fluorescent, and a lot more if compared to incandescent, halogen, etc) - maintenance man hours (many folks have to pay to have bulbs replaced, and many of us have "hard to get to" fixtures that are a chore to maintain) - heat (less a factor for" "full" LEDs, "dumb" LEDs have fewer electronics which generate waste heat).

    The automakers are also finding that the LEDs have fewer problems with vibration and road shock vs incandescent or halogen.
    Apr 21 02:09 PM | 2 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    The big expense with LEDs is the control electronics built into every bulb (this is what makes the diodes emit light properly). It is possible to create fixtures which do this, and then they can use "dumb" bulbs like the old incandescent bulbs we all know.

    Fluorescent bulbs are pricier when they have to include a ballast (which is why bulbs which do NOT contain a ballast are cheaper).


    Ultimately light fixtures will become smarter (and cost a little more) while bulbs become cheaper. Its pretty stupid to save $10 building a $50 light fixture and then spend $10 per bulb forever, but that's the current method.


    Smart for the bulb manufacturers, though.


    The longer we cling to our old light fixtures, the wider they smile.
    Apr 21 02:02 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 325: Apr. 21 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    In at .14x...

    Still alert for opportunity this morning early. Anything under .15 is attractive (short term).
    Apr 21 09:41 AM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 325: Apr. 21 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    Adding trading blocs this morning...
    Apr 21 06:37 AM | 5 Likes Like |Link to Comment
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