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alsobirdman

alsobirdman
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  • Axion Power Concentrator 304: Feb. 12 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    I think it would be a good idea for John to head to the the Geneva auto show to gather some information first-hand. He knows the lay of the land and can visit some old pals while there.
    Feb 13 04:14 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 303: Feb. 8 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    LOL, yes, that would be a positive negative comment.
    Feb 10 02:53 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 303: Feb. 8 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    >> HTL, Perhaps, but if someone is that negative about the prospects for a company, from the top management down to sales, then why stay a shreholder and why keep posting. And if you don't own any shares, what could possibly motivate a constant barage of negativity?

    I'm waiting for announcement of a $10M sale because there will be posts such as "only 10M? Why not 20, we need to replace the BOD, the CEO, the sales dept., etc."
    Feb 10 12:33 PM | 9 Likes Like |Link to Comment
  • Axion Power Concentrator 303: Feb. 8 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    Yes John, it is easy to come to the conclusion that many here have absolutely no clue as to how SO has changed things, and also have such a high degree of negativity that it has become a driving factor in their line of reasoning. I think if I felt that way I would just move on and and be happy rather than continuing to wallow in self-pity.
    Feb 10 07:58 AM | 13 Likes Like |Link to Comment
  • Axion Power Concentrator 303: Feb. 8 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    I had the same thoughts, RB. Starting with the Conference last summer where NS openly named us a partner, there's just too many pieces of information coming together for it all to be merely coincidence.

    Remember the poster who mentioned that training was underway for electric loco drivers? I don't know that we ever heard from him/her again, but it's another piece to the puzzle. As John said last week "it sure seems like someone is trying to tell us something".
    Feb 9 10:48 AM | 7 Likes Like |Link to Comment
  • Is the sun rising on Daybreak Oil and Gas? [View instapost]
    Have no fear, Patrick. When I saw the price action yesterday I was puzzled, but not alarmed. I have no clue if it was a mistake by someone entering an order, or MM games, or ?? I wish it had been me that picked up those cheap shares. And, the total dollar volume traded yesterday was what, $20K? Not a large amount of money.

    When I last spoke with thte CEO in late December he was also puzzled about the slow decline in price up to that point. I also heard from him yesterday regarding the day's action. He said all he can do is keep taking care of the company and let the stock price take care of itself.

    It is important to remember that this is a very small, thinly traded company at this point. If someone decides they need money for some other purpose and needs it quick, it can have a large impact on the pps. Companies this small do not trade on fundamentals.

    We'll be fine here.
    Feb 7 08:13 AM | Likes Like |Link to Comment
  • The ABC's Of Axion Power's Business Execution And Price Performance [View instapost]
    Well put, John. One of the reasons I built such a large position here is that I know that companies like NS would NEVER publicly name a company like Axion as a partner unless they fully intended to have a long and fruitful partnership with them. The only thing that could possibly change that would be if another technology came along that blew Axion out of the water on price, performance and all of the other characteristics of the PbC and I certainly don't see that happening any time soon. Sure, things have not moved as quickly as we would like, but I've been involved in project management at large companies for a good share of my career, and sometimes that's just the way things work.

    Add in the Power Cube, ePower, etc. and it's all just gravy on the potatoes.
    Feb 5 02:45 PM | 7 Likes Like |Link to Comment
  • Is the sun rising on Daybreak Oil and Gas? [View instapost]
    Small O and G juniors don't always follow general market trends. My guess is someone needed some money and decided to sell. The recent sales have been low-volume. Until another solid PR we could see some further price decline, although I think it will be minimal. There's just too much going for this company now and I can't imagine too many shareholders wanting to exit at this stage of the game.

    What I'm looking forward to is the 10K in May. It will include revenue figures from the last couple months which should include both the H-1 and H-3 wells, and possibly the other three KY wells. Revenues for the 4th quarter should be many multiples of the same period in the prior fiscal year.

    Also, as stated in a recent PR, the company is actively seeking out additional leases and opportunities. The big increase in their LOC gives them the flexibility to go after some bigger fish. Wouldn't surprise me to see some news regarding these fish in the 10K. The SEC requires companies to report any material information in the 10K that was known at the date on the filing, so if anything is finalized before the end of this month we'll know it in May.

    As the CEO has told me, "stay tuned".
    Feb 5 08:57 AM | Likes Like |Link to Comment
  • Axion Power Concentrator 300: Feb. 01 '14: Q3 '13 Results; Sale Of PowerCube™ ESS; John Petersen Joins EPower [View instapost]
    Based on my back -of-the-napkin calculations I've been feeling the same, John. I have a few friends waffling on buying some shares and I told them this week that the days of buying shares for a dime are coming to a close.
    Jan 31 12:39 PM | 6 Likes Like |Link to Comment
  • Is the sun rising on Daybreak Oil and Gas? [View instapost]
    News keeps getting better for my favorite little oil company. With today's PR, we get news of production from two of the KY wells. Last fall the CEO told me they were expecting 200 BOPD initially, but the H-3 well is producing over 300. The weather and inadequate production facilities have prevented them from taking advantage of this, but they have been able to sell an average of about 100 barrels daily from this well. The H-1 well has produced over 6,000 barrels since October and that was also with decreased production due to equipment issues and weather.

    The PR says they plan on another 20 wells in KY during 2104. Even using the conservative 50 BOPD production after the normal drop-off, that will still provide 50 * 25 * .25 = 312 BOPD net to us. That's a very conservative number since it does not include any of the initial high production rate.

    Add in a few more wells this spring in Kern County and we could easily have total production of 500+ BOPD net to us. That will easily make this a $1 stock.

    In addition, they hope to add additional leases in KY. My hope is the new leases will have Daybreak as the operator. I will find out next time I speak with the CEO.

    Stay tuned. Things look to get very interesting as the year progresses.

    Link to PR;

    http://bit.ly/1d18MRu
    Jan 24 04:33 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 298: Jan. 22 '14: Q3 '13 Results; Sale Of PowerCube™ ESS; John Petersen Joins EPower [View instapost]
    OMG, that is hilarious. I was laughing so hard, and my wife kept saying, "that stuff doesn't make any sense?". Great job!
    Jan 24 10:34 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 298: Jan. 22 '14: Q3 '13 Results; Sale Of PowerCube™ ESS; John Petersen Joins EPower [View instapost]
    All of the selling is in direct response to my decision to buy more today. Big drop right after my buy went through. I did however get more @ .0905 so I'm happy with that block.
    Jan 23 03:08 PM | 6 Likes Like |Link to Comment
  • Martin Luther King's Dream – Monday, January 20, 2014 [View instapost]
    MLK has been a hero to me for as long as I can remember. From the time my kids were very little I have had them listen to that speech and understand what it means. Every time I hear it I get chills up my spine. It's a shame he was not able to continue his work.
    Jan 20 11:59 AM | 2 Likes Like |Link to Comment
  • Is the sun rising on Daybreak Oil and Gas? [View instapost]
    My pleasure, Patrick.

    I'm very excited about this year for my favorite little oil company. 10Q out last night showed another quarter of solid growth.
    Jan 15 08:56 AM | Likes Like |Link to Comment
  • Axion Power Concentrator 295: Jan. 09 '14: Q3 '13 Results; Sale Of PowerCube™ ESS; John Petersen Joins EPower [View instapost]
    Spent the last two nights in Charlotte and put out a couple inquiries regarding the NSC frieght terminal by the airport. Nothing back yet but when I turned on the TV this AM the first thing up was a piece by a local station on the terminal. They interviewed a guy from NS and showed a bit of the terminal. There was a loco there, but not our 999. Number was 3040 I believe.

    The article did mention that the goal is to spur multi-billion dollar development near the terminal. It is not located near any large residential development, so I don't know if I would count on any requirement to use a battery yard slug. It would however be a logical place to deploy a couple of them. .Time will tell.

    The yard will be officially open in April. I'll keep looking for information and pass it on when I can.
    Jan 11 11:49 AM | 11 Likes Like |Link to Comment
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