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D-inv

D-inv
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  • Axion Power Concentrator 217: Mar. 13: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    "the flooded lead acid battery contract is between the two,, "

    Maybe. The only thing we really know about the contracting partner that I am aware of is that Axion's predecessor company also assembled battteries for that firm.
    Mar 15, 2013. 05:59 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 217: Mar. 13: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    Dry powder here as well, at least at the moment. Currently weighing the choice of increasing my AXPW holdings ahead of news against reducing exposure and redeploying those funds elsewhere.
    Mar 15, 2013. 03:31 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 217: Mar. 13: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    "For the past couple of years, any major could have taken a majority stake in AXPW cheap. For example, usually with 1/3 (33%)of the stock you can control the company.
    You could do that with AXPW for about $12 M at .30 per sh. or 50% for $19 M."

    :-) Cheap is an ambiguous, relative term. Axion could be "cheap" to a major at $12 M - $19M which they sitting around without competing claims for use and expensive at that price for a 'major' without that much unobligated cash laying around.

    Opportunity cost is real whether or not one is holding Axion.
    Mar 15, 2013. 03:24 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 217: Mar. 13: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    Electric power from osmotic differential? Fascinating world we live in.
    Mar 14, 2013. 10:14 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 217: Mar. 13: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    "Worst I've found is it is probably a little over budget (no solid, authoritative evidence) because of engine & software mods required to raise output horsepower."

    Now THAT is interesting, largely because my (perhaps lame) understanding of the battery electric OTR concept is to use them to boost hp from time to time.

    http://bit.ly/WcFpJ7 suggests that 240 SD60E builds are planned with just 31 completed to date. It also indicates that the planned hp of the units was increased from 3,800 to 4,000 after the first few builds. A 4,000 hp SD60-E coupled with a BEL consist delivering something on the order of 2,500 - 3,000 hp might enable NSC to run trains with a single SD60-E instead of two where the second has generally been required to accelerate from stop and to assist with hill climbs.
    Mar 14, 2013. 10:04 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 217: Mar. 13: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    Too quick on the "reply" button. Intended to add that I see the timing of the "Next-Gen Transportation" article as indication that ePower has gotten the attention of some big truck OEMs who intend to preserve their market for new product.
    Mar 14, 2013. 02:20 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 217: Mar. 13: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    Sounds like fuel savings claims computed similarly to those made by ePower for hauling somewhat smaller freight loads over comparable terrain. EPower says savings with 80k GVW where Cummins/PACCAR say savings with 65k GVW.
    Mar 14, 2013. 02:16 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 217: Mar. 13: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    "Our speculation here is that Axion could run deep into the next quarter before needing to finance. "

    I think it likely that TG's timeline for financing was an outlook formed on assumption that Axion would still be looking to future delivery (and receipt of revenue) of NSC batteries. That is, I expect the timeline did not consider, and would be affected by, receipt of $493k revenue from NSC.
    Mar 14, 2013. 02:11 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 216: Mar. 10: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    mrh ... in light of SEC disclosure regs that JP shed light on a few APCs back, the idea of electrode sales is a rather interesting one to me. As I recall, JP indicated that any sale to a single party meeting or exceeding 10% of prior 12 months sales should be publicly disclosed.

    C electrodes account for ~20% of the cost of a PbC battery. Sales to NSC alone within the past 12 months were ~ $500k and another $500k - $800k of PbCs were sold to others in 2nd-4th qtrs of 2012. ISTM those prior year PbC battery sales give latitude for sale of C electrodes for several thousand batteries without tripping a SEC public disclosure requirement.
    Mar 14, 2013. 02:02 PM | 3 Likes Like |Link to Comment
  • QC #255, March 13, 2013 [View instapost]
    WT, SM ... Thanks for the info.
    Mar 14, 2013. 12:49 PM | 2 Likes Like |Link to Comment
  • QC #255, March 13, 2013 [View instapost]
    Question. Anyone familiar with economics of recycling recovery versus mining of platinum, palladium, etc.? A recent comment (3rd or 4th from last) on
    http://seekingalpha.co... prompts the question.
    Mar 14, 2013. 11:10 AM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 216: Mar. 10: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    DR ... I understand why an auto OEM or any other type of OEM would steer away from using a part or component that can not be supplied in sufficient quantity to meet expected demand. Hence I understand a logical case underlying #2). BUT, that argument lacks definition of just what the term "scale" means. If a manufacturer projects sales of 15k units under normal circumstances and 25k - 30k units in their wildest dreams, then it seems to me needed "scale" for their purpose is no more than 30k and more probably something less if capacity to produce additional quantities of needed components can be installed in less than a year.

    My understanding is that Axion Power currently has inhouse capacity to produce something more than 81k PbC batteries per year. The only way I can see "scale" as a constraining factor at this point in time is if an OEM wants the PbC for an application that would take 40K or more batteries per year. And, I don't see that happening with the first commercial application of PbC. Maybe the second, but not the first.
    Mar 13, 2013. 09:10 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 217: Mar. 13: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    Question I have about "scale" is, What does one mean by "scale." Seems to me that term is entirely notional and dependent on needs. There are beau coup auto models that sell less than 50k units per year. Many sell less than 25K per year.

    Why in hell is it necessary to be able to produce, say, 1,000,000 batteries per year before an auto OEM might be willing to adopt the battery for a model with historical sales of 10K per year? I say it is not so necessary. Price is the issue as long as there is no danger of demand for an auto model using the battery outstripping current capacity plus expansion capability.

    Mar 13, 2013. 08:46 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 217: Mar. 13: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    Most elevators do use counterweight systems. IIRC, though, a mention on APCs was made of a "Green" resort in Hawaii which installed a ZBB battery and battery management system reportedly captures elevator braking energy.
    Mar 13, 2013. 08:36 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 217: Mar. 13: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    After reviewing the Altoona bill of work that converts SD60s to SD60Es, I see no direct linkage between those locomotives and either yardswitcher or OTR battery electric locomotives. Could be an indirect link if the SD60Es are breaking down more frequently than other OTR locomotives in service since servicing the breakdowns could require more shop time and scheduling adjustments in the Altoona shops.

    Principal mechanical system difference between SD60s and SD60Es appears to be the diesel engine and cooling system.

    http://bit.ly/WcFpJ7
    Mar 13, 2013. 08:33 PM | 4 Likes Like |Link to Comment
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