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bangwhiz

bangwhiz
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  • Energy Storage and the Edison Blowback: A Lesson for Investors [View article]
    I've gotten around the slow load times for the comments thread by using Firefox with flash and ads blocked. Eventually with John's comment sections I revert to it completely. Might try to dig up some old text only browser next.
    Aug 3, 2010. 05:49 PM | Likes Like |Link to Comment
  • Energy Storage and the Edison Blowback: A Lesson for Investors [View article]
    All good valid points. I think if you do not hear about something anymore it probably didn't pan out. No one trumpets failures. Conversely, I am sure the bigger outfits they are aligned with have told Axion to keep their mouths shut. Perhaps the next 10Q will shed some light - but a large order from somebody big would be the best light on Axion's value.

    What little information that does come out says Axion is working on hard upgrading its production process. That's better than information that R&D is still trying to get it to work but should solve the major problems soon.

    You can't bet the farm on it, of course, but I am ok with the darkness for a while longer. I would like to see something happen between now and Q4.
    Aug 3, 2010. 05:43 PM | Likes Like |Link to Comment
  • Energy Storage and the Edison Blowback: A Lesson for Investors [View article]
    I don't have a stop loss in fact. My only concern about Axion is trying to find a way to buy more. Yes - it is speculative - but I like the upside and at .60 whatever cents it costs these days I won't spend my retirement in a poorhouse over it. That's what the stock market is all about. You can buy treasuries, bonds, McDonalds, or speculative stocks of all types - whatever you like.

    You say you will admit you were wrong about Axion if proven. If that's a promise I'll take my chances with my money and hope you keep it.

    John asked that crosstalk not occur - let's agree to stop cross-talking and let others share what they know.
    Aug 3, 2010. 04:19 PM | 2 Likes Like |Link to Comment
  • Energy Storage and the Edison Blowback: A Lesson for Investors [View article]
    The most disappointing aspect of investing in storage technology for me in my short time in this space has been the slow down in renewable energy projects and the glacial pace of smart grid implementation. I suppose the economic slowdown has pushed a lot of times lines back until electric demand picks up nationally.

    If I in error about this observation please tell me I'm wrong. Lots of small demo's, lot of ongoing R&D - but no major capital investment trend that would put a tailwind into grid stocks.
    Aug 3, 2010. 04:10 PM | Likes Like |Link to Comment
  • Energy Storage and the Edison Blowback: A Lesson for Investors [View article]
    So, you are just a concerned citizen looking out for the fools. Wow, I feel so much safer now.
    Aug 3, 2010. 04:00 PM | 4 Likes Like |Link to Comment
  • Energy Storage and the Edison Blowback: A Lesson for Investors [View article]
    I agree to the hilt. If you go through John's article list and look at the knowledgeable comments on specific company, market, or technology that interests you as an investment you have an incredible wealth of information at your fingertips that you can help you make informed investment decisions.

    John's efforts have uncovered more good investments than I have money. I've chosen Axion as a speculative investment and ABAT as a value investment. If I had more money I'd stick some on ENS for sure, and XIDE after the failed fund finished liquidating their shares that is depressing Xide's price.
    Aug 3, 2010. 03:57 PM | Likes Like |Link to Comment
  • Energy Storage and the Edison Blowback: A Lesson for Investors [View article]
    Well, as I think you know they recently sold a substantial order into the US market for the first time - $1.1M. They also stated in either a press release or the 10Q - unsure of source but positive about info - that they were receiving continuing reorders from the Middle East, Southeast Asia, and India, - and within China of course.

    The next 10Q will shed a lot of light on their future success, and with 50 Million in the bank and no debt, I hope they don't stumble, but at least they have the means to fix anything if needed.
    Aug 3, 2010. 03:47 PM | Likes Like |Link to Comment
  • Energy Storage and the Edison Blowback: A Lesson for Investors [View article]
    ART005 - What a great find! That was the most useful information to me so far today. Thank you!
    Aug 3, 2010. 03:36 PM | 1 Like Like |Link to Comment
  • Energy Storage and the Edison Blowback: A Lesson for Investors [View article]
    Don, I truly wish you well. I am certain Axion and you will both have a lot of competitors and the pie is to big for anyone to eat all by themselves. I am sure you realize that the time it takes to sell a major auto manufacturer is lengthy and the quantities of batteries any major success will require are huge. There's plenty of room at the table for all comers.

    I do wonder if you can shed any light on any ongoing R&D that would make other Lithium Ion flavors beside yours safe or competitive for ebikes?

    Incidentally, you might have a typo - last time you described your system you said 3000 cycles - now you are saying 2000 cycles. Is that a typo or a change?
    Aug 3, 2010. 03:23 PM | 1 Like Like |Link to Comment
  • Energy Storage and the Edison Blowback: A Lesson for Investors [View article]
    I'm sure Don Harmon has a lot of insight into ebikes and lithium ion in its many flavors. Don's outfit makes lithium iron phosphate batteries for ebikes which Don said is safer to use. ABAT apparently uses the same chemistry for ebikes - probably without a license, but that isn't novel in China or many other places. I wonder if his concerns about safety are finding some answers.

    Speaking of ABAT, they release Q2 on August 9. My birthday is August 11 and I am hoping for a present from them. I want to know if they are as good at selling ebikes as they are batteries. I'll find out soon enough. Since they are distributed to several continents I suspect they will be doing fine. Right after they acquired their Ebike subsidiary they got a $1.1M buy from a US company - their first US order.
    Aug 3, 2010. 02:59 PM | Likes Like |Link to Comment
  • Energy Storage and the Edison Blowback: A Lesson for Investors [View article]
    You know Jerry, you need to get Xide, Norfolk Southern, DOE and anyone else evaluating Axion's products on the telephone and warn them they are wasting their time. I am sure none of those multi-billion dollar organizations have anywhere near the level of technical expertise you have to offer. What the heck - they are just uniformed fools and I am sure their stockholders would applaud you for preventing a waste of shareholder money.

    However, I think I'll take their clues as to AXPW's potential stock value versus your comments, but thanks for trying to help me.
    Aug 3, 2010. 02:45 PM | 5 Likes Like |Link to Comment
  • Energy Storage and the Edison Blowback: A Lesson for Investors [View article]
    I will venture into an area where I am very weak, but what the hell! I think the need is for power and quick recharge - not a ton of weight and steadily declining capacity as a result of cycling. Additionally, you do not have the least bit of information about whether AXPW will succeed or fail to offer but rants. Batteries are sized and chosen for the application. The automotive market is huge and the number of start stop implementations that will exist for batteries of all types is immense. I only need Axion to score big with one from within a multitude of opportunities.

    You also didn't answer my question. Do you have a dog in this fight?
    Aug 3, 2010. 02:31 PM | Likes Like |Link to Comment
  • Energy Storage and the Edison Blowback: A Lesson for Investors [View article]
    "I'm a former director of the company and all I can say is that I'm encouraged by the fact that testing continues."

    My large company management experience is the political costs to an individual within the company of pursuing anything for an extended period of time without substantial merit is foolhardiness. I doubt that any level of testing by a large organization that has been done over an extended period of time is a pure shot in the dark - it has to be worthwhile or it ends quickly.

    I'm long Axion and ABAT. If they succeed I win - If they lose my stop loss kicks in.

    Incidentally, JerryDD, do you have a dog in this fight or are you just a loud spectator? I read the comments for actionable investment information. So far your score with me in that regard is zero.
    Aug 3, 2010. 02:08 PM | 3 Likes Like |Link to Comment
  • Energy Storage and the Edison Blowback: A Lesson for Investors [View article]
    Nope!
    Aug 3, 2010. 01:31 PM | 1 Like Like |Link to Comment
  • Energy Storage and the Edison Blowback: A Lesson for Investors [View article]
    Did you look at Acorn Energy? ACFN I had some, sold it for a slight profit to use the money elsewhere. I suspected they would have a tough Q2 so I got out until their price trend was clearly established. They are a good company with a lot of upside in terms of the grid, just not until after they report Q2 and the dust settles.
    Aug 3, 2010. 01:30 PM | Likes Like |Link to Comment
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