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mds5375

mds5375
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  • Developing A Longer-Term View In Commodities Using Weather [View article]
    As predicted:
    http://1.usa.gov/15iM3OT
    Jul 16, 2013. 12:16 PM | Likes Like |Link to Comment
  • Developing A Longer-Term View In Commodities Using Weather [View article]
    James - I've been reading your columns with great interest for a while. Through your advice I had a VERY descent ROI investing in grains leading into the droughts of recent years. Your articles don't seem to generate a lot of comments, but I, for one do read ALL of them and I thank you VERY much!
    Jul 12, 2013. 02:52 PM | 1 Like Like |Link to Comment
  • QC#258 [View instapost]
    I can only hope that the SEC follows up the LINE investigation with a Hedgeye investigation.
    Jul 2, 2013. 09:49 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 248: July 2: Axion Power Receives Order To Supply Class 8 Truck Battery Strings For EPower [View instapost]
    After 2 years, I'm still holding. It may take longer, but it WILL happen.
    Jul 2, 2013. 10:25 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 248: July 2: Axion Power Receives Order To Supply Class 8 Truck Battery Strings For EPower [View instapost]
    Wow!
    Jul 2, 2013. 10:20 AM | 1 Like Like |Link to Comment
  • QC#258 [View instapost]
    Per the article, LINE is 100% hedged through 2016 - unlike the majority of its peers. If HTL's "COT Data Suggests Oil's Fall Is Coming" is right, there is an interesting dynamic here - especially if it can hedge BRY's assets as well prior to a fall.
    Jun 18, 2013. 05:07 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 238: May 21: Axion Power Reports First Quarter Results For 2013 [View instapost]
    Somewhat off topic - Here is a discussion of LNG and CNG use in trucks, and issues with a refueling network. I had no idea that the numbers of new LNG or CNG trucks was so high:
    http://seekingalpha.co...

    If the link doesn’t work, look on SA for “Clean Energy Fuels: The Important CNG/LNG Distinction And What It Means For Investors” by Philip Mause. (I don’t get to log in often enough to correct it).

    Also note in the comments that trains are trying this, too.
    May 21, 2013. 11:26 AM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 237: May 16: Axion Power Reports First Quarter Results For 2013 [View instapost]
    Back to yesterday's attendees for a minute.

    The fact that Mr. Berkowitz was once again in attendance tells me that (his sale of AXPW not withstanding) that he is convinced of the AXPW story. It is only timing that is his question. Apparently, he was earlier convinced (as many of us) that the breakout would be sooner than later. Then he changed his mind and sold. However, the belief in a breakout at some point is still there. The story is till a ound one.

    While I won't complain if it's sooner, I'm now looking toward Q4 into Q1.
    May 17, 2013. 01:29 PM | 9 Likes Like |Link to Comment
  • Axion Power Concentrator 236: May 15: Axion Power Releases Quarterly Report For The First Quarter 2013 [View instapost]
    Unfortunately, 2 years ago I DID think that we were where we are now...

    Oh well...
    May 16, 2013. 11:05 AM | 8 Likes Like |Link to Comment
  • A Long-Term Investor's Case For Jones Lang LaSalle [View article]
    Thoughts on European exposure?

    (I don't see it as a big issue given the % of operations in Europe and the types of services provided. However, I always welcome additional viewpoints.)
    Apr 29, 2013. 01:17 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 221: Mar. 24: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
    FWIW – Here is my “step-back-and-think-a... take. In management’s mind, EVERYTHING was hinging on the automated production line.

    My initial overall impression is that the lack of an automated production line was standing in the way of a number of opportunities. It affected the cost/price (giving investors profitability questions); and it affected the reliability, consistency, and volume (giving customer’s worries). The mass production question is now out of the way and opens the door a lot wider in a number of directions (e.g., BMW Fleet testing) leading to more sales.

    Because these issues have been resolved, potential funders have had major risk removed. I firmly believe that is the reason for the delay in the funding announcement (and we didn’t really hear anything today, either). I further believe that there is very likely to be a quantum step up in PbC sales.
    Mar 25, 2013. 12:38 PM | 10 Likes Like |Link to Comment
  • Axion Power Concentrator 220: Mar. 22: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
    If the finished goods inventory of $1.7 million were all PbCs, or after subtracting the "usual" inventory of $0.3M = $1.4M were all PbCs, how many batteries would that be? Does it give any insight to the buyer (assuming it is mostly a single buyer)?

    I like the idea that it may help indicate the new 'aligned' investor.
    Mar 22, 2013. 03:00 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
    Given the tremendous cost savings inherent in the new manufacturing process, I think back to the press release with ePower (which I don't have handy) and would like to resurrect the discussion that maybe ePower DID get a lower price based on this what we now know to be a cost savings (but didn't know about at that time). I need to go back and look at the press release again.

    BTW - I've been out of the loop for nearly a week, so this thought may have been covered.
    Mar 20, 2013. 03:54 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 216: Mar. 10: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    Only wish I didn't have a weekend of comments to go through.
    Mar 10, 2013. 09:29 AM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 216: Mar. 10: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    me, too!
    Mar 10, 2013. 09:28 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
165 Comments
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