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timzinski

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  • Axion Power Concentrator 340 June 06 '14: Definitive Reverse Split Consent Solicitation; Q1 '1 CC Transcript & MP3 Available; Q1 '14 Filing Released;Axion Receives 4 Powercubes Order [View instapost]
    Good morning,

    I voted all of my shares in all accounts FOR both of the proposals.

    Anyone seen the 999 outside the shop yet?
    Anyone seen a green semi running around Kentucky?
    Any day now...

    TZ

    Long AXPW KNDI
    Jun 7 11:06 AM | 13 Likes Like |Link to Comment
  • Axion Power Concentrator 327: Apr. 28 '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]
    JP>
    "Jay is confident enough in the drivetrain that he went out and bought four more 2003 model year Sterling day cab tractors for the ePower demonstration fleet."

    Does this mean ePower will be placing an order for PbC batteries for the 4 new trucks...soon?
    Apr 28 10:01 AM | 6 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]
    EXCELLENT NEWS! JUST WHAT WE'VE BEEN WAITING FOR!!
    The first commercial PC sale...

    I'm now glad I got my new 15,000 shares on Monday and Tuesday.
    Like so many others I was waiting and watching but I had to decide what camp I was in...Optimist or Pessimist.
    I've slowly accumulated just over 91,000 shares and don't plan to sell any time soon.

    The cc may provide news of more imminent sales...we have the first one though and that is a milestone. I'm sure there are many more buyers waiting to see how the PbC system performs and if as good as touted they will be beating a path to New Castle.

    It's time for all the naysayers and Pessimists to take a break and be quiet, at least until after the cc.
    Allow us long-suffering Optimists to bask in the glow of the moment, it's our time.

    Thank you TG and Vani and all the great staff at Axion.
    And thanks to all the posters on the APH who kept the dream alive.
    Most Special Thanks to JP for sharing his knowledge for so many years which encouraged me to participate in this wonderful opportunity. Happy Belated Birthday JP!

    $1.00 pps by years end is still my dream...

    Tim
    Nov 13 08:37 AM | 14 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]
    Interesting video from Volkswagen showing their R&D on new Li-ion batteries.

    http://tinyurl.com/nxx...

    VW's e-UP EV and electric Golf will be selling soon. I wonder how well they will compete against Tesla.

    Something in the video caught my attention. VW has a new idea they are testing...using a silicon and CARBON mix to improve the Li batteries.
    CG simulation of an automatic roll sheeting process was informative.

    Last week I read an article about Ford's Li R&D efforts. They are predicting improving safety by 50% and reducing price of batteries substantially. Ford is hopeful and I'm sure as long as they get grant money they will continue working hard.

    It seems it isn't easy or quick to make a better battery.


    Nov 11 10:35 AM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 280: Nov. 01 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    The below info was just posted at KNDI@yahoogroups.com:
    re: "...KNDI now controls 1,338,500 shares of AXPW..."

    Does anyone know if this info is true?

    Very interesting if nothing else.
    Maybe Kandi wants to try the PbC (or similar) tech in their EVs? Or, they have a different plan up their sleeve?
    Or, they simply believe AXPW is a fantastic investment?
    Or, Kandi will continue adding shares of AXPW to become a major holder?
    Or, attempt to buy up Axion?

    Here's the post:

    "So, I have been aware for quite some time that Mr. Hu would prefer lead-acid batteries to lithium. Lead-acid batteries are cheaper, easier to recycle, and have residual value when recycled, as opposed to Lithium batteries which are expensive to dispose of.

    Lithium is also in limited supply. Lead is not.

    The disadvantages of Lead batteries for automotive applications are charge acceptance rates and energy density, and especially weight.

    Axion Power International makes a patented and proprietary Lead-Carbon battery with charge characteristics that actually exceed the specs on Lithium batteries in some regards.

    I introduced the two companies to each other last year.

    I am now quite interested to see two new "institutional" investors listed for Axion (AXPW).

    2.22% of outstanding shares are now owned by Mr. Hu (Xiaoming), and 1.41% of outstanding shares are owned by Mr. Zhu (Xiaoying). In other words, KNDI now controls 1,338,500 shares of AXPW.

    What would it do to Kandi's bottom line to cut the battery cost in half?

    Just wondering...

    -Bonzo "
    end of post.

    Any opinions or speculations to run with?

    Tim
    Nov 6 11:36 AM | 8 Likes Like |Link to Comment
  • Axion Power Concentrator 278: Oct. 25 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    could be...
    politicians stems from the ancient language:

    "Poli" meaning "many" and "ticians" meaning "blood sucking creatures"
    Nov 1 12:09 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 279: Oct. 29 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    The Smart looks a lot like the basic Kandi EV, or vice-versa.
    I consider Kandi as the Ford of China, or the Volkswagen of China.
    New price of basic Kandi model is about $6,300 and under $3,000 after subsidies (only available in China).
    The wonderful thing about Kandi is the buyer never buys a battery so never has to be concerned about the longevity!
    When you are running low on power, after about 80 kilometers, you swap the 2 used batteries for 2 good fully charged batteries.
    This takes only about 2 minutes at the QBEX stations because the batteries are located under the rocker panels. A robotic arm on each side of the car does the heavy lifting.
    15 QBEX stations are operating now, unknown numbers of stations are under construction now, the goal is to have a QBEX station every 5 kilometers in the pilot city.
    When the cars are parked in the "garages" they are used for B2G and V2G to smooth the State Grid utilities power inputs from Wind and Solar farms. There are other business models as well, such as public car rentals and long term leasing.

    JP, fill my hopium pipe and tell me PbC's could be economical in Kandi electric taxis. They need to cycle 10 or 20 times a day when business is brisk. What if they can put regenerative braking in the electric taxis? What then? Huh?

    PbC may not be the best technical fit but could they be good enough? Cheaper and safer than any lithium product?
    Is the fear of reverse engineering and stealing the IP too great to take a chance?

    Tim


    Oct 31 03:30 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 278: Oct. 25 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    People lie. It's a fact.
    Politicians lie.
    Lawyers, tax preparers, and accountants lie and their clients lie too.
    Judges and prosecutors lie.
    Cops and crooks lie.
    The very first human beings lied.
    And yes, Investment Advisors and Analysts lie.
    And yes, even I have lied (not to profit so much as to protect someone or to avoid my own embarrassment).
    In fact, I have become so cynical in the past 50 years that I presume someone is lying until proven otherwise.

    John Petersen I follow and trust, for now.
    Konrad, not anymore.

    Tim
    Oct 31 01:54 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 278: Oct. 25 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    Froggey,
    "If you came to the conclusion that you could not trust; that the management would not pull a fast one; isn't selling out the proper course?"
    Apparently not, folks here have been raggin' about TG for a long time but most seem to holding their positions.

    The problem I have with Konrad is that he was short KNDI BEFORE he wrote (copy/pasted?) the misleading (false) info. Then, he was long. Yes, that's right...he didn't sell out his whole position. He first profited from the short position, then he took profits again when the shares ran up! So, he isn't writing about investing in a promising company, a la JP and Axion, he simply chases quick profits up and down. Therefore, I concluded his writing is geared toward quick trading his own position.

    Konrad's conclusion was based not on anything Kandi did/said but only the fact that some other Chinese companies were fraudulent.
    So, possibly guilt by association? And indeed, no one, I repeat, NO ONE, has ever accused Kandi of any wrongdoing.
    Kandi has been a profitable company (EPS = .13) for many years and no law firm has found any grounds for a suit. Believe me, Kandi has been scrutinized to the max just because they are a Chinese firm traded on NASDAQ, like some other really fraudulent Chinese firms, but there the similarity ends.

    I retract my statement, "Credible analysts and authors do not own shares of the companies they write about."
    I should have proofread that more, it does not portray my true sentiment. One of the reasons I like JP's articles is precisely because he has skin in the game.
    The difference is JP does not mislead or obfuscate...he tells the good, the bad, the ugly, and the really ugly...he states he is long and only long. His articles don't hide the truth even if that truth hurts his position. And it has hurt but he holds his shares.
    So, unless JP is the sharpest liar of all and has been shorting AXPW all along to profit, I can trust his analysis that someday Axion will be profitable.

    "You may not like that Konrad went short."

    It's not that Konrad was short but that he published a misleading (false) article that helped him, and the other major short, take a profit that way. There outta be a law against such manipulation.

    How would you like it if a disclosed short published an article today about Axion that stated he couldn't trust Axions's CEO because, well, look at Enron, that CEO was a crook, so...?
    And in the article this person wrote all about the terrible PIPE financing and the possibility that AXPW might sink to 5 cents and then bankruptcy would be likely. To bolster his negative argument he would reiterate that Axion has had no significant sales and has no strategic partnerships and no prospects of any sales because nobody wants a dumb old lead acid battery so Axion is a bad investment. In this article the author would INTENTIONALLY neglect to mention the developments with BMW, NS, PC's for grid storage, and the fact that ePower loves the PbC, is using them already, and is building trucks as fast as they can and wants to eventually order tens of thousands of PbC batteries.
    Fair and balanced analysis? Obviously not, but weak hands would sell as fast as they could and the short would laugh.
    (He who laughs last laughs best).

    This is what Konrad did with the Kandi article, left out all the good and included only innuendo. Kandi's pps had run up to new highs so was naturally going to drop. Konrad garnered the maximum profit from his short position. Then made another profit the next time the pps soared. He may still be playing the trend this way.

    It's not that Konrad went short that wrankles me it's that he wrote that article which helped his short position but did not convey the truth, the whole truth, and nothing but the truth.

    Konrad writes for Forbes. He knows about DD. There is as much public discussion available about Kandi as there is about Axion. Kandi is not operating in secrecy. No one, not even a law firm, has questioned their years of financial reports. So how could anyone insinuate that Kandi's CEO might be a crook? There's no evidence of that.
    That's like saying Axion's CEO might be a liar and a crook so AXPW is a bad investment. That would be an absurd opinion.

    Sorry, long story but that's why Konrad has lost credibility with me.
    He might be good to follow for quick profits but as an investment
    advisor I will avoid him. I like to invest in companies that will do good for society and the planet and that usually means being long until their product proves its worth.
    I don't like the idea of shorting. To me that's like kicking someone when they're down or taking advantage of a widow's misfortune.
    If I become wealthy it will be because Axion and Kandi have products that people want and they execute their businesses well. I will sleep good at night believing, in my own mind at least, that I helped bring about some good in this, our fallen world.

    Thanks Froggey for responding to my comment. It forced me to take the time to respond and I needed to get a rant out.
    Today is the last tax deadline for my clients this year and I am almost done and looking forward to a few quieter months.
    Fishing is still good here in Wisconsin, my home state.
    Muskies are huge and the walleyes are oh so tasty!

    Tim



    Oct 31 01:37 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 278: Oct. 25 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    But John, your dog is not a pit bull, it's a golden retriever.

    You have only written the truth about AXPW, which means you tell the good AND the bad and your conclusions are based on truth.
    You've been accused of "pump & dump" but the pps hardly correlates with that. As for the pps declines? Your logical conclusion of the big uglies and the Piper's selling millions of shares to make a quick profit is correct.
    At the same time you note that the market is absorbing all the millions of shares so plenty of money believes the Axion story.

    I followed you and AXPW for a year before I risked picking up 5,000 shares. I thought that would be a reasonable long term investment and worth the risk as you portrayed it.
    As time went by and everything you wrote about AXPW was coming true I was compelled to invest more. I never thought I would be controlling over 100,000 shares but here we are and right at the cusp of the big sales announcement.

    Konrad insinuated the current financing deal would drive AXPW to 5 cents and probably bankruptcy (scared a lot of weak hands, have to wonder if he was intentionally helping the shorts).
    You said they would not like a pps below 10 cents and would, after the return of their money, switch gears to maximize the return on their money.
    So far, you are right and Konrad is not.

    I don't follow Konrad anymore but I still follow you John and I will continue unless something changes and you go to the dark side.
    I hope my corp. never needs a lawyer but if it does you will be the first person I call.

    Thank you again for all your time and effort put into AXPW,

    Tim



    Oct 31 11:35 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 278: Oct. 25 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    Froggey: "P.S. a warning from Tom Konrad in case you missed it."

    Tom Konrad disclosed he profits from shorting KNDI.
    He has lost all credibility with me.

    His article neglected to point out all the positive developments at Kandi and the fact that Kandi has never been accused of any wrongdoing by any governing authority, but only "implied" by the shorts like him and Richard Pearson.
    Tom Konrad seemingly regurgitated Pearson's nonsense instead of doing his own research to present a fair and balanced analysis.

    Kandi is only traded on Nasdaq (KNDI) and has filed all its SEC reports on time, for many years, which have been accepted by the SEC. Kandi is legitimate. Their business model is disruptive. Their patents provides a moat for their explosive growth in China.

    Konrad likes a quick profit from both ends. He has shorted KNDI AND sold long positions.
    KNDI pps has come up from below 2.00 to trade between 7 and 8.50 and stayed up after the negative attack articles because investors know the truth about Kandi and are holding strong and long, just like us Axion investors.

    Credible analysts and authors do not own shares of the companies they write about. An author who is short (and long) cannot be fully trusted. They are biased towards their own positions. Konrad is no exception.

    John Petersen has never shorted a stock. Not because he couldn't profit but because he has integrity. That's why I trust his writing about Axion as do his more than 53,000 followers. That's why I continue to hold and invest in Axion.

    Tim
    Oct 30 10:15 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 278: Oct. 25 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    iin: Kandi has over 12 models developed. Some with the joint venture with Geely.
    The early Kandi model uses a lead aid battery and that is what the CEO prefers. However, other powers/interests in China have been pushing the LI-ion chemistries. The typical battery swap vehicle holds 2 batteries and at about $475 each they are not too expensive.

    The CEO has lamented that the Lithium battery mfg.'s all tout the value and long life of their products but none would give a decent warranty to back it up. 5 years is what he wants but 3 years seems to be the max. warranty offered.

    The CEO has previously stated that Kandi did not want to be in the battery business. Their business model has always been to sell/lease the EV's "naked", or, without a battery. This new company, with the CEO owning 50%, is a new and heretofore un-mentioned development.
    With the new subsidies announced in Sept. the batteries are included in being eligible for gov. subsidies so I am sure that is a factor. I don't believe Kandi would order $31 million worth of batteries unless they were for sure going to deliver 5,000 to 6,000 new EV's for the car rental or lease programs in the next few quarters. The batteries in Kandi's EV's do extra duty for V2G and B2G with the State Grid utility, so maybe the CEO wants to pick up that extra revenue stream and also push the speed of development of the Kandi EV's into the mainstream.

    Tim

    Oct 28 01:45 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 278: Oct. 25 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    APH is quiet so I thought I would post this about Kandi technologies.

    http://tinyurl.com/lu9...

    Kandi orders "up to 12,036 cases of 80V 66Ah Lithium Iron Phosphate Battery ("Product") from Wanxiang. "

    "The total purchase price of the Sales Contract will be RMB 182,397,600 (approximately $30,399,600), which will be paid in installments by Kandi New Energy as purchase orders are issued and fulfilled. "

    Isn't Wanxiang the company that bought out A123 for their Lithium Iron Phospate technology?
    Seems like this one order from Kandi might make the purchase of A123 profitable for Wanxiang.

    And Kandi is apparently expecting to supply over 5,000 EV's to the new Car Rental business in Hangzhou.

    My KNDI position continues to excite.
    Now when Axion releases news of significant sales I can't imagine the change in my step!

    I sold my Capstone shares for a 30% gain and re-invested it all in AXPW.
    I sold all my Canadian Solar shares for an 11% gain and am about to re-invest it all in AXPW within my Roth IRA.
    I should pick up more KNDI shares on a dip, also.

    I am Long AXPW KNDI

    Tim
    ----------------------...
    Form 8-K for KANDI TECHNOLOGIES GROUP, INC.

    ----------------------...


    28-Oct-2013
    Entry into a Material Definitive Agreement


    Item 1.01 Entry into a Material Definitive Agreement.
    On October 23, 2013, Jinhua Kandi New Energy Vehicles Co., Ltd. ("Kandi New Energy") entered into a Sales Contract with Zhejiang Wanxiang Ener1 Power System Co., Ltd.("Wanxiang"). Pursuant to the contract, Kandi New Energy will purchase up to 12,036 cases of 80V66Ah Lithium Iron Phosphate Battery ("Product") from Wanxiang.
    Each case of battery has 80 volt and 66 Ah (Ampere Hour) capacity. The total purchase price of the Sales Contract will be RMB 182,397,600 (approximately $30,399,600), which will be paid in installments by Kandi New Energy as purchase orders are issued and fulfilled.
    Kandi New Energy shall provide purchase plan and written order to Wanxiang before the 19th of each month and the order shall confirm the detailed Product amounts and delivery times. Wanxiang shall deliver the Product to Kandi New Energy's designated place in Hangzhou.
    The warranty for the Product is 36 month or 150,000 kilometers from the date of receipt of the Product by Kandi New Energy.
    Oct 28 11:47 AM | 9 Likes Like |Link to Comment
  • Axion Power Concentrator 274: Oct. 11 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower, APMarshall AGM Notes; 10Q Filing For Q2 [View instapost]
    One of my favorite games when I was a kid was connect-the-dots...

    "Canadian Solar Inc. 's (CSIQ) subsidiary Canadian Solar Solutions Inc. has signed a contract with a fund managed by BlackRock, Inc. (BLK) to sell two utility-scale solar power plants. These projects have a total electric generation capacity of 20-megawatt (MW) AC. The plants are located at Demorestville and Odessa in Ontario, Canada. "

    http://tinyurl.com/lge...

    With Blackrock owning/operating 20 megawatts of solar electricity generation in Ontario, might they benefit from a significant purchase of battery energy storage?
    Oh, yeah, Blackrock was on the Axion cc a few months back, so they must know all about the PbC and the PowerCubes.
    And, Oh again... Rosewater has some doings up in Ontario...

    Certainly there are several dots but how to connect them is the fun game.

    I am still hoping for an AXPW 1.00 pps this year and with all the developments this week I am more confident than ever and adding to my position.

    Tim
    Oct 11 11:06 AM | 11 Likes Like |Link to Comment
  • Axion Power Concentrator 273: Oct. 9 '13: APMarshall AGM Notes; 10Q Filing For Q2; John Petersen On PIPE Mechanics & Incentives [View instapost]
    John, Congratulations on this new opportunity.
    It's quite a thrill to be involved at the beginning of a great enterprise.

    Perhaps on my next trip to Tennessee I will take the route through Kentucky to see what is being built.
    Many thanks to you and your associates for working so hard to ensure the success of my AXPW investment.

    Tim
    Oct 11 10:47 AM | 3 Likes Like |Link to Comment
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