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  • CPI Really Didn't Cooperate [View article]
    ''Severe oil price declines only occur during periods of global economic dislocation''

    I beg to disagree.

    the price of crude oil came down big times because Saudi Arabia cornered the market when they refused to cut back production last November.

    A lower crude oil price, even if only temporary, is a God send for the economies of countries that import crude oil.
    Feb 28, 2015. 02:45 PM | Likes Like |Link to Comment
  • The Coming Oil Shock? [View article]
    Even if one were to electrify all of transport, industry, heating and so on, so much renewable generation and balancing/storage equipment would be needed to power it that astronomical new requirements for steel, concrete, copper, glass, carbon fibre, neodymium, shipping and haulage etc etc would appear.

    This is very true. If we were to replace all the transportation fleet (all the vehicules that consume diesel or gasoline) in the USA with EV's we would need 250 nuclear power plants (1,000 MWe each) to recharge the batteries.
    Feb 6, 2015. 07:29 PM | 10 Likes Like |Link to Comment
  • Will Mario Draghi Put A Floor Under Oil? [View article]
    Mario Draghi would have put a floor under falling oil

    At best, this is wishful thinking.
    Jan 19, 2015. 02:12 PM | Likes Like |Link to Comment
  • Axion Power, A Deep Alpha Opportunity With A Clear Timeline [View article]
    Investors who still believe in a huge upside potential should check out the fine prints of the B warrants.

    These 'babies' get real ugly if the share price goes below the $ 3.25 strike price. In fact, in such circumstances, they convert into shares on a cashless basis (no proceeds to the company) and the number of shares can get quite large depending on how low the share price goes.
    Nov 12, 2014. 09:49 PM | 3 Likes Like |Link to Comment
  • Axion Power, A Deep Alpha Opportunity With A Clear Timeline [View article]
    I have noticed a number of times over the course of the last few months BMW's doing stop/start cycles when they stop at red lights. I saw Mercedez Bens cars do the same.

    There is the risk the big BMW order may never come.
    Nov 8, 2014. 09:57 AM | 1 Like Like |Link to Comment
  • Axion Power, A Deep Alpha Opportunity With A Clear Timeline [View article]
    The PbC battery is a promising product in grid regulation applications and in heavy transportation hybrid applications (where the low energy density is less of a problem).

    However, BMW, the unknown Japanese car manufacturer and NS have failed to come through with the paradigm news.


    The CEO resigned (officially he is very sick so nobody should think he has pulled the plug on the company...),

    The new CEO announced the last quarters results without any guidance or good spin,

    Last year's financing warrants were converted for 27 million shares (that is pre-reverse split) for $ 0.00 proceeds to the company,

    The up-coming financing will include warrants that will imply about 50% dilution on a fully diluted basis.

    A deep alpha opportunity with a clear timeline? I think not.

    Sep 25, 2014. 10:32 PM | 8 Likes Like |Link to Comment
  • Fiscal Policy Update: Revenue Still Strong [View article]
    Although the fiscal revenues trend is encouraging, I do not think we have yet seen the full impact of Obamacare on spending.

    In the context of sub 2% real growth and a debt to GDP ratio approaching 100% (excluding, that is, the NPV of entitlements), a 3% fiscal deficit 5 years into the recovery is real bad news.

    There are fiscal structural problems in the economy that need to be addressed by congress urgently.
    Jul 14, 2014. 09:09 AM | 1 Like Like |Link to Comment
  • Understanding The Details Of Axion's Reverse Split Proposal [View instapost]
    The reverse stock split allows to graduate from the OTC to the NASDAQ market. That's the way to go to create value for shareholders.

    The PbC battery is a good product that is already finding niche markets. However, the company will need to finance its future growth on better terms than those usually offered by vultures.
    May 3, 2014. 08:24 PM | 8 Likes Like |Link to Comment
  • Updating My Axion PIPE Share Overhang Estimates [View instapost]
    We are up 60% in three days of trading with huge never seen before volume. Who is buying? Is this a bear squeeze?
    Mar 7, 2014. 10:43 AM | 1 Like Like |Link to Comment
  • Samsung's Opening Shot In The Battle For The Soul Of Capitalism [View article]
    A company belongs as much to the employees as to the shareholders

    I beg to disagree. The company belongs, in law, to the shareholders.

    It is true, however, that the company has the responsibility to look after the best interest of its workers who often invest much of their life in a single employer.

    Management should try to maximize shareholder returns without jeopardising the interest of its workforce which is long term employment.

    I have witnessed CEO's who pay themselves obscene salaries while they run the company into the ground. That kind of behavior should be outlawed and severely punished.
    Jan 10, 2014. 08:16 PM | 2 Likes Like |Link to Comment
  • Solar Energy Poses A Threat To The Shale Gas Revolution [View article]
    Solar Energy Poses A Threat To The Shale Gas Revolution

    I fail to understand how the article relates to its title.

    Moreover, the article fails to address the real problem with renewable energy. Power tends to be produced when the grid least needs it, or fails to be produced when the grid most needs it.
    Jan 8, 2014. 09:50 PM | 2 Likes Like |Link to Comment
  • How To Save The Euro [View article]
    I like your article as I pretty much agree with all of it.

    However, I cannot see ''what needs to be done'' happening. It does not seem to be politically feasible.

    Europe will muddle through until the pressure in the kettle gets too high.

    We will then have a crisis much worse than the last one, mainly because France will have joined the PIIGS's club.
    Jan 7, 2014. 04:33 PM | 1 Like Like |Link to Comment
  • It's Time To Exit Exxon And Chevron Stock [View article]

    So, you look at the numbers of the two most profitable companies in the world and you conclude ''this is too nice to be true, there must be something wrong, let's bail out''.

    I'm glad you are not my investment advisor.
    Jan 6, 2014. 09:37 AM | 9 Likes Like |Link to Comment
  • Suncor Energy: Add This Winner To Your Portfolio [View article]
    Alberta's oilies are getting screwed right now because the oil is landlocked. They sell at a huge discount. This situation is not likely to change until the pipelines get built and commissioned.

    Also, it will be nearly impossible to takeover SUNDOG because the government will get involved and block the deal. So, if you invest, it must be for the dividends stream which is not really there yet. Well, yes they do pay a tiny dividend...
    Dec 22, 2013. 06:08 PM | Likes Like |Link to Comment
  • Updating The Impact Of Axion Power's PIPE [View article]
    Nice article. I printed it to a pdf file I named Investment Case.
    Nov 25, 2013. 10:33 AM | 1 Like Like |Link to Comment