Axion Power International PbC Cost Estimating Spreadsheet [View instapost]
Hi Al,, Thank you , and nice work. My only thoughts are,,, that the $30 per hr is too high. I am thinking $14. plus 8-10 in bennies,,lets round up to $25. This particular area is very short of jobs..and this is a real job! Other than that,, hope all is well. matt
EPower Engine Systems; Exploring The Limits Of Hybrid Truck Efficiency [View instapost]
JP and Brad, thank you much for a great article. I do appreciate Rick K's questioning the validity, I can actually give some insight here that may help... For many years I was employed by a large LTL trucker, Yellow, which bought merged with Roadway. Their hub system was set up with hubs about 10 hours apart. Drivers would bid for a specific trip,, usually 10 hrs away,,= 450-500 miles or a little more. When they arrive at the destination hub,, they get a hotel.. and the rig gets broken apart, refueled and in some cases turned around within a few hours for a different driver to take it on to the next hub. Thus 900 miles in one day.. and they always worked weekends,, so the potential was there for a tractor to put on 6300 miles a week. These trips were well known in advance, as well as the terrain. So I could see the potential being greater here , than in the independent trucking industry that Tim is familiar with. BTW,independents also work in teams sometimes , thus being able to double the mileage of a tractor, or close to it. ok, thats my 2 cents worth...back to my ground hog hole.
EPower Engine Systems; Exploring The Limits Of Hybrid Truck Efficiency [View instapost]
Great article,, Thanks JP and Brad,, and good comments Rick K,, although I will note that the large LTL carriers often get 2 trips out of one tractor in a 24 hr day. 250,000 miles a year could be done legally. The routes that they use are predefined so there is a benifit there also. btw, I am talking about hub to hub driving here, (which they do alot of) and not the PUD ,,local delivery stuff.
8 Breakout Stocks In Energy Storage [View article]
I often thought that the crash of the Chinese mkts, along with the short and burn crowd over there rubbed off on most battery co's. I believe one or two was from China, and many babies got thrown out with the bathwater.. I don't have any data to back this up, just suspicions. By the way, some of those Chinese companies are now starting to show life again.
Axion Power Concentrator 195: Jan. 8: Axion Power Residential Energy Storage Hub Certified To UL, CSA Safety Standards [View instapost]
As a child I used to swim in the lower susquhanna in the 1950's-60s, and I remember well the floating ca ca that came down from williamsport or wilkebarre,,? One of those towns had no sewage treatment back then. I learned to keep my mouth shut. Envioromentalists went after the problem,, and I am glad they did. These days we need to worry about other things floating down. I am extremely happy that we are developing our own gas and oil fields, and believe the money spent here will have a 10x min effect. But, we also need to do it safely and not blindly,,,there is a happy middle ground.
How The Micro-Hybrid Revolution Will Radically Change The Battery Market [View article]
As was discussed earlier, I believe the trools are a paid entity...and it seems that Exide might be the culprit. Who else except JCI would benifit from Axions demise. What worries me a little is, that the lower the price gets knocked down, the more the orig owners get diluted. I believe that they are a very strong hands group, but if they get diluted with new owners, who will vote no to a low-ball take over. A few years ago Exide made an indirect play at Axion, what would stop em from trying again? I suppose it would be well up from here, but I would prefer a 4 year run of profitability before a sale.
Axion Power Concentrator 175: Nov. 15, Axion SAE Truck APU Application Presentation; Rosewater & Queens Univ. Partner On Distributed Energy Study; Q3 '12 Earnings & CC & Webcast; 13th ELBC: Axion's "Operatio [View instapost]
Its great to see the trucks moving to the front of the line,, Tim, How much fuel does the reg 18 wheeler use in a year? I'm wondering what a 5-10% savings would entail.
Axion Power Concentrator 172: Nov. 07, Q3 '12 Earnings & CC & Webcast: Mr. Investor Prods Viridity Energy, NS-999 Lives, 13th ELBC: Axion's "Operational Stability Of PbC Batteries And Battery Systems" [View instapost]
FWIW,, I have a position in another micro , micro cap and have been bidding/buying, and watching close. I have seen the MM totally ignore my bid on more than a few occassions this week. I am starting to just figure that the mm is in it to make money also, (whodathunkit?). They will do what they will do. We need to waltz around these heavy stepping cowboy boots and make the best of the situation. Steel tip work boots highly recomended.
Axion Power 2012 Q3 Conference Call Questions [View instapost]
Revealing a strategic partner ,,,I dont think they have one booked yet. It would be good to find out what types of avenues they are looking down.. Big customers, (NS, BMW, Veridity) and I'd say East Penn has got to be at the top of the list. ,,maybe Black Rock,, or someone of that nature. If the fish is big enough, it could do wonders for our share price. Maybe we can get some color on the expected time line. Wasnt that suppose to be by the end of the year? Thanks Bang for getting this going.
Axion Power Concentrator 169: Oct. 27, 2012: Mr. Investor Prods Viridity Energy, NS-999 Lives, 13th ELBC: Axion's "Operational Stability Of PbC Batteries And Battery Systems" [View instapost]
Its been a little while since I looked at ENS (enersys),, The financials look really strong, and not alot of debt. Apears to be an almost blue chip co in an interesting arena.
China's Leveraged Buyout Spree Not Ending [View article]
Dutch, Nice article and very timely for me. I own ADY, (Feihi )..their main insider just offered to buy them out at $7.40 take them private. I dont understand why it still trades at $6.80 . Do you have any idea why it doesnt trade at $7.40 range at this point? It feels like the wild west to me, lots of rattlesnakes etc.
Axion Power International PbC Cost Estimating Spreadsheet [View instapost]
Other than that,, hope all is well. matt
EPower Engine Systems; Exploring The Limits Of Hybrid Truck Efficiency [View instapost]
For many years I was employed by a large LTL trucker, Yellow, which bought merged with Roadway. Their hub system was set up with hubs about 10 hours apart. Drivers would bid for a specific trip,, usually 10 hrs away,,= 450-500 miles or a little more. When they arrive at the destination hub,, they get a hotel.. and the rig gets broken apart, refueled and in some cases turned around within a few hours for a different driver to take it on to the next hub. Thus 900 miles in one day.. and they always worked weekends,, so the potential was there for a tractor to put on 6300 miles a week. These trips were well known in advance, as well as the terrain. So I could see the potential being greater here , than in the independent trucking industry that Tim is familiar with. BTW,independents also work in teams sometimes , thus being able to double the mileage of a tractor, or close to it. ok, thats my 2 cents worth...back to my ground hog hole.
EPower Engine Systems; Exploring The Limits Of Hybrid Truck Efficiency [View instapost]
btw, I am talking about hub to hub driving here, (which they do alot of) and not the PUD ,,local delivery stuff.
8 Breakout Stocks In Energy Storage [View article]
I don't have any data to back this up, just suspicions. By the way, some of those Chinese companies are now starting to show life again.
Axion Power Concentrator 195: Jan. 8: Axion Power Residential Energy Storage Hub Certified To UL, CSA Safety Standards [View instapost]
I learned to keep my mouth shut. Envioromentalists went after the problem,, and I am glad they did. These days we need to worry about other things floating down. I am extremely happy that we are developing our own gas and oil fields, and believe the money spent here will have a 10x min effect. But, we also need to do it safely and not blindly,,,there is a happy middle ground.
How The Micro-Hybrid Revolution Will Radically Change The Battery Market [View article]
What worries me a little is, that the lower the price gets knocked down, the more the orig owners get diluted. I believe that they are a very strong hands group, but if they get diluted with new owners, who will vote no to a low-ball take over.
A few years ago Exide made an indirect play at Axion, what would stop em from trying again?
I suppose it would be well up from here, but I would prefer a 4 year run of profitability before a sale.
Axion Power Concentrator 183; Dec. 5: Latest News [View instapost]
I would imagine there may be a hick-up or two , and we may find out soon enough, but the plan looks solid.
If the results are as stated,, this will be an amazing avalanche.
Axion Power Concentrator 179, Nov. 23: John Petersen's Axion History & Prospects; Q3 '12 Rpt; SAE Truck APU App; Rosewater & Queens Univ. Partner On Distributed Energy Study; 13th ELBC: Axion's "Operational Stability Of PbC Batteries And Battery Systems [View instapost]
Today was a fine example,, my axpw goes north .. :) and my sig other buys an I-Pad with my credit card. :(
Axion Power Concentrator 175: Nov. 15, Axion SAE Truck APU Application Presentation; Rosewater & Queens Univ. Partner On Distributed Energy Study; Q3 '12 Earnings & CC & Webcast; 13th ELBC: Axion's "Operatio [View instapost]
Axion Power Concentrator 172: Nov. 07, Q3 '12 Earnings & CC & Webcast: Mr. Investor Prods Viridity Energy, NS-999 Lives, 13th ELBC: Axion's "Operational Stability Of PbC Batteries And Battery Systems" [View instapost]
Axion Power 2012 Q3 Conference Call Questions [View instapost]
Maybe we can get some color on the expected time line. Wasnt that suppose to be by the end of the year?
Thanks Bang for getting this going.
Axion Power Concentrator 169: Oct. 27, 2012: Mr. Investor Prods Viridity Energy, NS-999 Lives, 13th ELBC: Axion's "Operational Stability Of PbC Batteries And Battery Systems" [View instapost]
Energy, Imagination And Politics: A Toxic Cocktail For Your Portfolio [View article]
China's Leveraged Buyout Spree Not Ending [View article]
900,000 Reasons To Sell Feihe [View article]