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WDD

WDD
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  • Axion Power Concentrator 374 Oct. 18 '14: NS-999 In Testing; Axion Nasdaq SPO Page Up; BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show [View instapost]
    Tempus fugit velut sagitta.

    And fruit flies like a banana. (ba-dum-bump.)

    Okay, HTL starts serious on a Saturday morning. So, I would guess that even at slow speeds in a flat yard, the switcher would have ample need for breaking so as to minimize unnecessary crashing about when assembling a consist. Otherwise, a battery-powered switcher is a bit of a head-scratcher. WTB, Winwood?
    Oct 18, 2014. 10:41 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 372 Oct. 08 '14: Axion Nasdaq SPO Page Up; BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014 [View instapost]
    Another forum I follow used to allow registered participants to vote a comment down (-1) as well as up. If there was a close to even split with lots of "voters", the post was highlighted as a "hot-topic". But if the ratio was significantly negative, the post was labeled, "The community doesn't think this post is helpful. Hidden due to poor ratings. Click here to read anyway."

    This saved the moderator a ton of work, as the readership did the housecleaning. Replies were not automatically hidden, so useful follow-on info was preserved. And posts were not deleted--a reader could still access every word. (In fact, participants there as here developed certain reputations for knowledge and perspective--if I ever saw a "hidden" message from a poster I particularly respected, I would make the extra click and read it.)

    If the Axionistas like this idea, I will write it up as a suggestion for the nice SA Admins.

    (By the way--that other forum abandoned the "voting" [+1, -1] system altogether during a major site makeover. Too bad, as it seemed to work quite effectively as crowd-source moderation.)
    Oct 8, 2014. 08:34 AM | 14 Likes Like |Link to Comment
  • Axion Power Concentrator 366 Sep. 18 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    Unh... Frodo lives?
    Sep 17, 2014. 08:34 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 365 Sep. 15 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    Hear him!

    Godspeed indeed. (And have some fun too! Looks like a great conference.)

    Okay, one more thought--sorry 48, it wanders slightly off topic: Thanks John et al. My education through this forum has been invaluable. (But I wouldn't mind if it was eventually profitable.)
    Sep 16, 2014. 06:10 PM | 8 Likes Like |Link to Comment
  • August 9th Update From Jay Bowman [View instapost]
    Gou, J. (2012). Modeling and analysis of lead-acid batteries with hybrid lead and carbon negative electrodes (Doctoral dissertation, The Pennsylvania State University).

    I scanned the abstract and the Conclusions (chapter 5)--don't have time for the whole study until this weekend. Available as a (free) PDF download via Google Scholar. Nothing here to warrant a new discussion thread, but maybe it will provide some nourishment to the sizable population of engineers in this rag-tag band.
    Aug 13, 2014. 12:01 AM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 355 August 3 '14: Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO; Share Reverse Split And Authorized Share Reduction Approved [View instapost]
    Kilroy was here.
    Aug 2, 2014. 07:58 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 335: May 19 '14: Q1 '1 CC Transcript & MP3 Available; Q1 '14 Filing Released;Axion Receives 4 Powercubes Order; Reverse Split Consent Solicitation Filed [View instapost]
    "...worn out PbCs...."

    Damn, that's a good one Stephan!
    May 19, 2014. 06:20 PM | 5 Likes Like |Link to Comment
  • Axion Power International's History And Future [View instapost]
    Thank you John -- great summary.

    I discovered Axion when you wrote your first column, got in with a "sock-drawer" perspective, and have used the subsequent interval to cost-average down. I continue to believe that the day will come when I look back on my reading of that first column as the most impactful seven-minutes of my financial life.

    I think you put your finger exactly on the significant news right here:
    "The customer didn't buy the batteries with the intention of testing them. It bought the batteries for the express purpose of putting them to work in a day-to-day commercial activity... These are working batteries, not testing batteries."

    That is the change of the tide. Ebb is over, slack will be brief, flood is about to begin.
    May 19, 2014. 10:08 AM | 15 Likes Like |Link to Comment
  • Axion Power Concentrator 247: June 28: Axion Power Receives Order To Supply Class 8 Truck Battery Strings For EPower [View instapost]
    A new Monday, a new month. And good morning to everyone who resists any urge to purge the sock-drawer.

    The recent elevated level of angst and discord on the Concentrator has made it a bit of a chore to read, but I still pan this chilly stream because I find so many valuable nuggets of information. And I am still averaging down.

    "...Blood in the streets....", "...running for the exits....", blah blah blah and so on-- I just want to buy low and sell high. So... I recognize the difference between the company and the stock. I still believe in Tom's leadership. I think the technology is extraordinary and the emerging needs for which it is appropriate are compelling. The stock represents a very important but not potentially crippling proportion of my long-term portfolio (that is, I can still sleep at night). I continue to sense an exceptional investing (versus trading) opportunity. I'm STILL excited.

    Okay, yes I am by nature an optimist. That in and of itself doesn't mean I am wrong. Half-full, half-empty--what matters is that my glass contains enough.

    So with the hope of lightening some heavy hearts around here, let me share the quote I rediscovered this morning (whilst trying to find something else):
    "New knowledge is the most valuable commodity on earth. The more truth we have to work with, the richer we become."
    -Kurt Vonnegut, Breakfast of Champions

    The PbC is new knowledge; it is imbued with useful electro-chemical truth. And I own it! I'm not about to pour out my glass--Act II has barely begun, no fat lady in sight.

    I wish all Axionistas a peaceful and prosperous week. Regards, WDD
    Jul 1, 2013. 09:46 AM | 14 Likes Like |Link to Comment
  • Axion Power Concentrator 247: June 28: Axion Power Receives Order To Supply Class 8 Truck Battery Strings For EPower [View instapost]
    Oh bother--"morning fingers" and a lack of caffeine. Can't find the "Edit" button.

    "...bottleneck for dissemination/diffusion is an interesting problem."
    Jun 30, 2013. 08:49 AM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 247: June 28: Axion Power Receives Order To Supply Class 8 Truck Battery Strings For EPower [View instapost]
    "High touch = high cost." Axion tech support availability as bottleneck for dissemination/diffusio... problem.

    To try Nathan's strategy while minimizing requisite hand-holding, perhaps Axion could provide the first 20 batteries to engineering graduate students at Penn State, where they have been torturing the PbC under the sponsorship of NS? That school must surely be second only to Axion itself regarding insight into all the issues John notes.

    Anyway, getting the battery into the hands of people who must "publish or perish" would surely stoke the PR boiler. From peer-reviewed journals > popular science press > USA Today.
    Jun 30, 2013. 08:30 AM | 10 Likes Like |Link to Comment
  • Axion Power Concentrator 247: June 28: Axion Power Receives Order To Supply Class 8 Truck Battery Strings For EPower [View instapost]
    Another talent revealed!
    A challenge for all
    In times of slow news.
    Jun 29, 2013. 03:06 PM | 7 Likes Like |Link to Comment
  • Swine Flu AND Medical News Concentrator April 25, 2013 To July 6, 2013. [View instapost]
    Not to be confused with UV-C germicidal bulbs, which will indeed disrupt microscopic nasties, but will also burn your retinas and epidermis.

    How long before someone sees that photo and decides to stick their SteriPEN water purifier up their nose?
    May 24, 2013. 04:43 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 233: May 5: Axion Power On Panel At Energy Storage Economics 2.0 For New York City And Beyond [View instapost]
    Zap (ZAAP).

    You can go long with pocket change.
    May 9, 2013. 07:14 PM | 2 Likes Like |Link to Comment
  • Selling Exide [View article]
    @M. Bundy-

    As regards XIDE, I feel your pain. Unlike you, I absolutely do not feel that I was mislead by Tom. Paying attention to experts, self-styled or not, should only be one piece of your due-diligence process. Mutual fund investing is a little different, but when considering individual stocks you probably shouldn't submit your "buy" order until you can explain the company to your Mother. I'm still a novice at reading a balance sheet, but I suggest that you should at least be able to answer such questions as: What do they make? Who do they sell to? Who do they compete with? Are they trying to compete on the basis of quality, price, or service? Do they depend upon volatile upstream inputs? Are they in a highly-regulated or lightly-regulated industry? What makes them special? If your reason for purchasing XIDE was because the nice man on SA liked it, then you might want to try to find a local financial adviser with a convincing track record and ask for recommendations.

    In the meantime, assuming you haven't already "sold low", you now have to decide what to do with your shares. You can lock in your loss and get out, you can let your current stake ride, or you can buy more shares and thus lower your cost-basis It all depends upon what you think will happen next.

    So, do you think that XIDE is headed into bankruptcy (again)? Do you think they will be acquired? Do you think they might claw their way back up? If you don't have at least an educated guess, then you don't yet know enough about the company and the industry in which they play. Tom doesn't have a crystal ball, and I doubt that he gets anonymous hot-tip phone calls from environmental regulators before they take an action, so I don't think you can fairly hang your investment results on his hook. Some days you are the windshield, some days you are the bug.

    Good luck with your investing! Regards, WDD
    May 7, 2013. 11:15 AM | 7 Likes Like |Link to Comment
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