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Lafferty

Lafferty
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  • Seeking Alpha fires a shot at Bloomberg, StreetAccount [View news story]
    I greatly preferred the old format, as it now takes much more time to scan through a day's or half day's worth of market currents. So much more time that I might just try to find another source.

    Please add an option so we can choose to retain the old format.
    Jul 30 02:53 AM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 198: Jan. 16: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications [View instapost]
    Stefan,
    But do note that here the AGM is not intended for use *solely* as starter battery:
    From slide 14: "The lithium ion battery supplies the major part of the needed energy during the engine off phase and reduces the cycle load of the lead-acid battery" - this means that the AGM supplies the 'minor' part of the needed energy (confirmed by the diagram).
    Jan 17 10:51 AM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 198: Jan. 16: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications [View instapost]
    I appreciate it, John - thanks.
    Jan 17 09:23 AM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 198: Jan. 16: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications [View instapost]
    JP, you indicated a while back that BMW presented at the ELBC 13 on a dual-battery flooded LAB + lithium-ion architecture that they had done vehicle testing on. I realize it's not the same system as JCI is talking about, because you mentioned that the lithium battery BMW tested was 14-volts. Nonetheless, the JCI news reminded me of your earlier report. Would it be possible for you to post the BMW presentation for us to take a look at?
    Jan 16 11:28 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 197: Jan. 13: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications [View instapost]
    I think Granville's comments on the last CC made it clear that we should not expect to get ahead of schedule with BMW anytime soon. Staying on schedule will be a large enough accomplishment.
    Jan 14 03:25 PM | 10 Likes Like |Link to Comment
  • Axion Power Concentrator 195: Jan. 8: Axion Power Residential Energy Storage Hub Certified To UL, CSA Safety Standards [View instapost]
    On a different theme, but drawing on the same document IIndelco posted: in the past we've wondered about why Axion didn't collaborate more with the ALABC, such as on the LC Super Hybrid Project.

    Perhaps the following from the ALABC prospectus provides some of the explanation:

    "ALABC may support the development of patented technologies. However, ALABC members must have access to the patents for a reasonable, preferential fee, which must be agreed to by ALABC members prior to providing funding, and full access to all information developed with ALABC funding" (p. 28).

    If I'm understanding that right, it really doesn't sound like it would be advantageous to Axion: granting access to their patents would not be worth it at all.
    Jan 10 01:39 PM | 9 Likes Like |Link to Comment
  • How The Micro-Hybrid Revolution Will Radically Change The Battery Market [View article]
    Aricool,

    Given your claim here to be a professional patent attorney, would you please address your recent claim to be an electrical engineer (and inventor):

    http://seekingalpha.co...

    And here you again state that your background is in EE/CS (electrical engineering/computer science):

    http://seekingalpha.co...
    Jan 5 08:46 PM | 8 Likes Like |Link to Comment
  • Can They Spare A Penny A Click For International Coverage? [View instapost]
    I support Jon in this project.
    Dec 2 10:00 PM | 3 Likes Like |Link to Comment
  • Axion Power 2012 Q3 Conference Call Questions [View instapost]
    Question: the last we heard, Axion had not yet ramped up the on-site PowerCube to the rated 500kW (I believe it was still being operated at 100kW). Has it been ramped to 500kW yet? If not, why not, and when will this happen? Doesn't the ramp need to occur before sales to allow for full test-data? (sales of full Cubes, that is. Mini-cubes and the HUB are obviously different beasts.)

    Please note that a commitment will prevent me from listening to the call and asking this question myself. So if anyone is interested, please do ask this question in some form.

    There has been a lot of talk on the APCs lately of selling PowerCubes soon, given the fact that the new FERC rates are now in effect. But I don't see that happening soon unless they are already actually ramped to 500kW and can offer full test data to prospective buyers.
    Nov 11 11:59 PM | 4 Likes Like |Link to Comment
  • 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]
    Appreciate your thoughts as always, Iindelco.
    Nov 8 11:17 PM | 2 Likes Like |Link to Comment
  • 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]
    HTL: Remember that Axion plans to ultimately outsource the manufacture of the Hub, although they have been vague about exactly when or at what quantity this would need to occur:

    From the recent Shareholder's Letter:
    "In answer to anticipated questions about manufacturing capability, let me say that we can supply the short-term needs of RoseWater and its customers. And as for going forward, we have had very encouraging talks with one of the largest outsource supply manufacturers in the world. We made the first REH unit ourselves and have the in-house know-how, space and ability to continue on that path in the near term. We have a continuing dialog with smaller manufacturers, any one of which can satisfy our market requirements for the next 18 months. So whether we go to a large supplier now, or later, we feel our manufacturing plan is a solid one."
    Nov 8 06:49 PM | 2 Likes Like |Link to Comment
  • 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]
    Stefan: take a look at the comments that follow upon Maya's note linked to above. DRich speculates that it means "2014 +/- for the 2015-16 model year," but in the discussion that followed Maya seemed to think this pessimistic. So I doubt the 2014/2015 dating was given at the meeting. Nonetheless, yes, it looks more and more likely.
    Nov 8 05:52 PM | 2 Likes Like |Link to Comment
  • 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]
    Mr. Investor: re. the length of time needed by BMW for fleet testing. I think you might be a little optimistic in thinking the testing would produce orders by Q3 or even Q4. I'd like to hear Iindelco's opinion on that if he doesn't mind sharing, since he seems to have the most experience in such matters. Myself, I don't have a better opinion on it than the one Maya reported Bob Averill sharing in the summer of 2011:

    "Bob Avril, one of Axion's board members, took hold of the Q&A at the Investors' Conference with his speak to investors of not becoming overly hopeful that Axion will bring in huge PbC orders anytime soon, from the auto industry. For instance, he spoke of how BMW will have to do more research and due dilligence with possibly about 200 cars using Axion batteries for a 'real usage' stretch of time, perhaps a year, or so."

    http://seekingalpha.co...
    Nov 8 05:30 PM | 5 Likes Like |Link to Comment
  • 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]
    I've done it, Tim. I have my doubts it'll lead anywhere, but who knows?
    Nov 8 09:30 AM | 2 Likes Like |Link to Comment
  • 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]
    An ECOtality exec recently gave a talk in which he discussed using battery storage for EV charging stations. He indicated that "tests are being conducted with an NiMH battery, four of the Lithium variety, and two 'advanced' lead-carbon batteries."

    http://bit.ly/SO3q5D

    I decided to write them to see if they are testing Axion's PbC. First, remember that ECOtality is the same group that was behind the recent carbon lead-acid HEV project where they tested the UltraBattery as well as Exide's carbon additive battery. If you remember, they wrote in their report that "it also was planned to evaluate a battery pack from Axion Power (with a proprietary negative plate) under SHCHEVP. Unfortunately, production of this battery was cancelled and a carbon lead-acid technology from Exide was tested in its place" (p. 35 [47])."

    http://1.usa.gov/JL1N4a

    Anyhow, in writing back to me, ECOtality referenced this event ("for some reason they couldn't deliver the battery"), sounded somewhat miffed about it, and indicated that there is no current testing with Axion. It's a shame, and I do wonder why Axion didn't deliver. I know that Axion is working with GM to improve the PbC for E-assist use; perhaps they decided that whatever they could offer at the time wasn't up to the task and that they would prefer to wait on public testing until they had a better offering for that app. Anyhow, it seems to have cut off relations with a potential partner on other apps as well, which is a shame.
    Nov 7 08:40 PM | 12 Likes Like |Link to Comment
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