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  • A Different Case For Valuing Kandi [View article]
    I think Frellgem already answered your question above:

    "The long-term leasing program is dependent on local subsidies, which haven't been released yet. But group leasing plans have begun in communities within Hangzhou recently, and in corporate enterprises. "

    You may want to join the KNDI Yahoo group.
    Aug 14 11:53 AM | 2 Likes Like |Link to Comment
  • A Different Case For Valuing Kandi [View article]
    The problem with these cookie-cutter analyses, as opposed to a real business model analysis, is that one runs the risk of missing the forest for the trees.

    The author says that KNDI revenues are going down Q over Q, yet the JV has never sold more EVs than in 2Q-14. The author questions KNDI's capacity while totally ignoring KNDI and Geely's contribution to the JV.

    Does he even know about the JV?
    Aug 14 10:11 AM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 319: Mar. 31 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    I was pleased to hear about the investor based entities. Unlike politicians, who often have other criteria, these guys will focus on maximizing ROI. They will look for a battery that can cycle quickly and for a long time, and they will choose the one that can do it for the lowest total cost (including replacement, salvage value, disposal, etc.). In short, they will choose the "best solution in terms of price point per cycle."
    Apr 2 12:22 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 317: Mar. 22 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    I would think that a shipment of this kind is the least we should expect if the company is indeed "preparing for a very steep increase in revenue this year" or whatever the exact quote is.
    Mar 25 11:15 AM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 282: Nov. 10 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    Does this count as validation?
    Nov 13 07:58 AM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 277: Oct. 19 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    IIUC Hawaii Pacific will pay for and operate the microgrids, making money on the difference between the agreed-upon rate and their production cost per KwH. This model provides an incentive for the builder/operator to choose the storage solution that has the lowest LONG-TERM cost (which includes replacements). Given what we have seen, the PbC should be a very attractive choice for projects that follow this model.
    Oct 22 12:43 PM | 7 Likes Like |Link to Comment
  • Does Kandi Hold China's Solution To An Impending Consumer Mobility Crisis? [View article]
    To me that sounds like a buying opportunity.
    Oct 9 09:15 AM | 2 Likes Like |Link to Comment
  • Kandi: Experts Weigh In On China's EV Market [View article]
    Anyone who has done a minimum DD and put in a little bit of thought could tell you what sets KNDI appart from those "hundreds of competitors".
    * MIIT approval that makes it eligible for gov. subsidies and which the vast majority of those no-name makers lack.
    * A patented solution to address the primary concern of prospective EV owners: Refueling.
    * A number of working agreements with major players that will enable them to put in place the infrastructure necessary for a successful rollout.
    Oct 4 11:15 AM | 15 Likes Like |Link to Comment
  • Kandi Technologies: If You Don't Like The Message, Attack The Messenger [View article]
    I am glad Art Porcari addressed the "hundreds of identical vehicles from different manufacturers" myopic claim. It is one thing to make a small electric vehicle (anyone with a couple of $million could), but it is a totally different thing to be a manufacturer of PRC-licensed EV. The latter provides two very distinct advantages: access to VERY generous state subsidies and a business-enabling support infrastructure.
    Oct 2 11:30 AM | 3 Likes Like |Link to Comment
  • Kandi Set To Surrender Gains Again [View article]
    The stock did not move because of KNDI press releases, it took off because of an announcement by the PRC. I think investors are a little smarter than you give them credit for.
    Oct 1 09:52 AM | 10 Likes Like |Link to Comment
  • Axion Power Concentrator 254: July 24: Bullish, Except Financing Deal, Forbes Article By Tom Konrad About Axion [View instapost]
    "TK's negativity is that revenues are probably much further away than most here think."

    If that´s the case, then I´d say he is not properly accounting for the greed factor.

    There´s a lot of people sitting at the station waiting for BMW design win news to hop on the train, but there is a limited number of seats available. Once the news is out, no one is going to say "after you, sir". The risk of BK would be out the window and the big risk at that point would be missing the train.
    Jul 27 02:41 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 245: June 19: Axion Power Reports First Quarter Results For 2013 [View instapost]
    I agree time is of the essence here. The Co. should not try to go for a home run with this deal; just get something that will assure survival and allow it to get out of this PIPE with as little damage as possible. My concern is not so much whteher the company survives, but, wtih all the cheap shares coming in, who will benefit from its eventual success.
    Jun 23 10:53 AM | 9 Likes Like |Link to Comment
  • Axion Power Concentrator 245: June 19: Axion Power Reports First Quarter Results For 2013 [View instapost]
    Mr. Investor- I think the thing with micro caps is to invest when they are on the first stages of commercialization. Otherwise, you'd have to deal with "the valley of death" (and in some cases never get out). Problem is, how do you determine this. I think *now* that it is best to wait until there is some clarity, even if you miss the first double. If management itself is foggy, then what hope is there for an individual investor?

    In the case of companies that sell their products to a lot of small customers, I think you'll see those metrics you mentioned develop over time, and you make a decision, based on your desired risk/reward profile, on when to hop in. In the case of the whale hunters, I *now* think that you just need to wait for the big signed agreement. (We have all learned that things usually take longer - and SP drop further - than most expect). And even after the initial run-up, chances are you can still get a better price than the early stockholders.
    Jun 21 02:43 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 245: June 19: Axion Power Reports First Quarter Results For 2013 [View instapost]
    I keep thinking back to Mercy Jiménez's comment about sales projections when she got out. If management cannot provide any visibility, then I suppose you're going on hope, regardless of how good the technology is.

    Right now my hope is for a successful and timely completion of the agreement with the battery maker.
    Jun 21 12:29 PM | 10 Likes Like |Link to Comment
  • What The Market Missed On Kandi [View article]
    Mukticat- According to you, the Chinese gov't and the city on Hangzhou must be involved in this pump and dump. After all, THEY are to blame for the recent run-up 1) by approving the Kandi-Geely EV and 2) by starting construction of the parking garages...... If you really want to talk "facts", that is.
    Jun 21 11:18 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
33 Comments
58 Likes