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CloudSpin

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  • 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 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 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 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 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 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 04:33 PM | 1 Like Like |Link to Comment
  • It's Time To Exit Exxon And Chevron Stock [View article]
    Dennis:

    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 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 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 10:33 AM | 1 Like Like |Link to Comment
  • Why Long-Range BEVs Are An Economic, Energy And Emissions Abomination [View article]
    Heh? You re-charge a battery with electrons and you recharge a tank with gasoline. What did I miss?

    Be careful when you say gasoline cost a lot more than electricity.

    I live in Montreal. Right now, I pay $ 1.35 per liter of gasoline. On a BTU equivalent basis, I would pay $ 0.65 if I filled with electrons (my electricity marginal cost is $ 0.078 per kwh).

    The difference is mostly explained by a 40-45% tax hidden in transportation fuels. If we all switch to electric cars, where will this tax revenue the governments need desperately come from?
    Nov 14 09:59 PM | 2 Likes Like |Link to Comment
  • Why Long-Range BEVs Are An Economic, Energy And Emissions Abomination [View article]
    Nice article John. I am 100% with you on the absurdity of long range EV's.

    I worry also about the long term performance of those rechargeable batteries. Nearly 100% of gasoline tanks outlive the cars they are installed in, and degrade 0% over time. There is no way rechargeable batteries will ever even approach that kind of performance.
    Nov 14 08:52 PM | 2 Likes Like |Link to Comment
  • Understanding The Mechanics And Incentives In Axion Power's PIPE [View article]
    I have been actively following AXPW for a little more than a year.

    Despite all the upside potential, I decided to wait until the Q1/2013 financing before deciding whether to go long or not because I expected some dilution.

    Management came up with a Frankeinstein deal written in language only lawyers can understand that totally disregards the interest of existing shareholders. To me, it smells like a breach of fiduciary duty.

    And it raises the question who exactly are the PIPE and insider investors.

    as for going long, I will pass for another year or so as I focus on evaluating the integrity of management.
    Jul 26 03:38 PM | 13 Likes Like |Link to Comment
  • Sources Suggest Suntech Power's Convertible Bondholders Won't Get Any Money From The Restructuring [View article]
    I could not go short. Both RBC Dominion Securities and BMO Investor Line could (or would) not borrow shares for me. I figured that when it becomes obvious a company will go to zero the damned brokers do all the shorting for their own account...

    How did you guys managed to go short?
    May 23 04:31 PM | Likes Like |Link to Comment
  • Tesla's Matrix Moment [View article]
    The shorts are already playing an overcrowded game. The VW bear squeeze is an interesting story for those who are considering going short:

    http://bit.ly/12FbdnO
    May 5 10:09 AM | 1 Like Like |Link to Comment
  • The End Of The Second Great Gold Rally [View article]
    Pundit:

    It is not reasonable to think that the recent drop in the price of gold signals the end of easy money.

    Rumors that the Cyprus Central Bank would dump its gold reserves may have prompted speculators to front run the selling...
    Apr 14 11:27 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
82 Comments
129 Likes