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  • A "Non-Event" Jan. 30th That Could Quickly Spell Bad News For Kandi Technologies Short Sellers. [View instapost]
    If they had any sense, this would be on the main pages. It's much more thorough and insightful than the trash we've been seeing from the shorts.
    Feb 1, 2015. 06:28 PM | 10 Likes Like |Link to Comment
  • Red Flags In Kandi Technologies' Financial Statements [View article]
    Disingenuous and lazy.
    Dec 28, 2014. 12:01 PM | 18 Likes Like |Link to Comment
  • Kandi: If You Must Invest, Use Some Common Sense [View instapost]
    That's right Luca, 3 big distributors in a couple of months, with more to come according to IR.
    Dec 18, 2014. 11:41 AM | 1 Like Like |Link to Comment
  • Kandi Technologies: 'Boots On The Ground' At Kandi [View article]
    I think you are forgetting the sizable subsidies.
    Nov 19, 2014. 06:21 PM | 2 Likes Like |Link to Comment
  • Buy Kandi Technologies On The Drop [View article]
    Mukticat is basically saying that the investors who own 80% of ZZY are either very altruistic or very stupid. One can be wrong about a proposed business, but once it is shown it doesn't work, rational investors pull the plug.

    ZZY has not only continued to buy EV's from the JV, but also continued to build garages in Hangzhou (now the number is up to 14). Since action speaks louder than words and I don't believe the investors are stupid, I will disregard the babble.
    Nov 15, 2014. 01:09 PM | 7 Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 09:52 AM | 10 Likes Like |Link to Comment
COMMENTS STATS
38 Comments
85 Likes