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Stilldazed

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  • Axion Power Concentrator 329: May 03 '14: Reverse Split Consent Solicitation Filed; Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials [View instapost]
    I copied my post from JP's insta to post here. It is only my opinion, but it is my honest opinion.


    Production growth is a capital intensive process. Going from an R&D to a commercial production company with production of more than proof of concept products requires a pathway to financing that we currently don't have.

    Anyone think a major contract will be signed without a clear financial path to meet demand?

    Maya discussed this conundrum in the past and IIRC presented it as a chicken and egg problem (Maya, I don't mean to put words in your mouth).

    Management must think this is the only viable way to move forward to grow production to meet potential contractual requirements.

    There is a reason we have a new board member that is familiar with this kind of stuff. Maybe this is the reason.

    I think we are at a breaking point. Take the risk entailed in an R/S or slowly die of a thousand paper cuts from an inability to grow from a lack of a financial pathway for production growth.

    This management VS shareholder talk is unreasonable. That is the whole reason for a BOD, management works for them and by proxy, for the shareholders.
    May 3, 2014. 08:58 PM | 31 Likes Like |Link to Comment
  • Axion Power Concentrator 293: Jan. 01 '14: Q3 '13 Results; Sale Of PowerCube™ ESS; John Petersen Joins EPower [View instapost]
    Hi All,
    These concentrators are a mixed blessing/curse. Constant microscopic inspection of a nano cap company in the valley of death gives us unreasonable expectations while also allowing emotions and tempers to flare because of the fixation. Since these concentrators and the effectiveness of the researchers here are known far and wide, it is no wonder that on going projects are in double secret black status.

    Sometimes it is better to let the stock in the sock drawer get dusty and only check the company status every month or so, just for emotional well being.

    I enjoy these concentrators for the camaraderie, the knowledge passed on about many different opportunities and technologies.

    Bagging on mgt of a nano cap company is a fairly futile process as their primary purpose should be to keep the company solvent and the doors open. Yes, sales are important, but the customer controls when that happens, not the salesman.

    We can and have argued long and hard about what stock holders should expect from a nano company, and I think that if the doors aren't kept open there would be no stock holders or profit potential to discuss.

    I personally can't complain about where we are presently, a company in the process of going from R&D to commercialization takes time and patience. It's real easy to be a Monday morning armchair Quarterback.

    I sure would hate to see a sale lost because of something said here or over aggressiveness of some share holders. JMHO
    Jan 2, 2014. 03:01 PM | 21 Likes Like |Link to Comment
  • Axion Power Concentrator 225: April 4: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
    LT,
    " If everything is rosy and just not announced, then let them respond."

    How can they respond if they are not ready to make an announcement? I am encouraged by the contracts and lease renewal. To me it speaks of continuity and planned growth. I also think that the financing problem is solved, you don't commit to something if you don't know the money is there. Constant focus on this blog can increase anxiety and anticipation (let alone frustration) if you let it. Might be time to focus on other parts of your life while this sorts out. Remember all the speculation, frustration and some harsh words last year? I hope we have all grown from that rough experience. It isn't what the company or management are putting us through, but what we are putting ourselves through.
    I come here to learn and for the social contact, the stock is in my sock drawer for a reason.
    Apr 6, 2013. 09:19 PM | 20 Likes Like |Link to Comment
  • Axion Power Concentrator 100: May 15, 2012: Axion Power Reports First Quarter Results For 2012 [View instapost]
    Hi guys,
    I mostly lurk, but sometimes make comments to be sociable. I have noticed (can be checked easily in past APCs) that just before and just after quarterly statements and CCs there is a lot of guessing and building of expectations. The result is emotion and disappointment with heavy disagreements afterwards. There are those here with different opinions and investing styles, this helps to keep us honest even if we don't want to hear it. I value the opinions that don't match mine as food for thought. I think that when everybody calms down and gets back on track they will remember the true value of the APC. Social contact with the purpose of DD and factual information. The APCs can be a curse as well as a blessing, putting a microscope on a microcap while dissecting every part of the subject can become subjective and emotionally charged. The stock is what it is and will take however much time it will take, but I think it will do well as I like the technology and management and respect the investors on this site. To quote Rodney King "can't we all just get along?" JMHO, and we all know what that is worth.
    May 15, 2012. 07:54 PM | 19 Likes Like |Link to Comment
  • Axion Power Concentrator 334: May 17 '14: Q1 '1 CC Transcript & MP3 Available; Q1 '14 Filing Released;Axion Receives 4 Powercubes Order; Reverse Split Consent Solicitation Filed; Q4 & EOY 2013 Results & CC [View instapost]
    Hi GA,
    APH does a great job. just referencing the brand x board proves it. I agree that this board needs to be balanced, but the negatives prove this isn't a pump and dump scheme. It also shows that there is risk in investing that requires risk/reward weighing by each investor. A reading of the prior APCs shows the psychological strain that has developed over time for the investors here and this would carry over to any other board. Watching paint dry with no news has left TG and the BOD as easy targets for frustration. I personally think they are doing a fine job of keeping the company alive (the pipe sucked, nuf said) until sales kick in, but it has taken waaaaaay longer than I ever thought it would and that is on me. I didn't take into account that a disruptive tech would require a ground up engineering process to make our batteries usable for commercial and retail sales to develop since they aren't drop in replacements for any other battery tech.

    The so called "bad actors" are investors or former (maybe later investors again), that are frustrated people that we have come to know, as people (warts and all), on this board. I'll be the first to tell you (if I can beat Mama to it) that I'm not perfect and have been known to vent my frustrations at times.

    I don't see this board as a rainbow and lollypop PR center, but as a questioning and growing, continual Due Diligence center. With some social aspects along the way.
    May 18, 2014. 02:18 PM | 18 Likes Like |Link to Comment
  • Axion Power Concentrator 297: Jan. 17 '14: Q3 '13 Results; Sale Of PowerCube™ ESS; John Petersen Joins EPower [View instapost]
    newalker,
    I am in logistics and was a truck driver for 15 years. Routes depend on repeat customers and availability of backhauls.

    I live in CA, but drove mainly West of the Mississippi River. Out here the ePower truck would be great in the central valley, I5 from LA to San Diego, but not where there are any major mountain passes (like I15 from Ontario CA to San Diego or I10 from Riverside CA to Phoenix AZ).

    Any owner, owner/operator, driver knows their routes and the topography they drive and will evaluate accordingly. They already have to do this when specing a new standard class 8 truck anyway (engine size, transmission, rear end) to get the best trade off of speed, pulling power and fuel economy. You don't use a flat land daycab to try to pull 80,000 lbs up the Grapevine (or a flat land sleeper either), you use it to deliver in the valleys.
    Jan 22, 2014. 01:24 PM | 18 Likes Like |Link to Comment
  • Axion Power Concentrator 114: June 14, 2012: Axion Confirms 2012 Annual Meeting Of Stockholders [View instapost]
    I present this as an effort to lighten the mood here and as an example of the difference between perception and reality (and maybe back away from the Axion microscope for a few minutes).

    This one is dedicated to everyone who ever taught school, parented children, or served their country.

    A former sergeant, having served his time with the Marine Corps, took a new job as a school teacher, but just before the school year started he injured his back. He was required to wear a plaster cast around the upper part of his body.

    Fortunately, the cast fit under his shirt and wasn't noticeable.

    On the first day of school, he found himself assigned to the toughest students in the school.

    These punks, having already heard the new teacher was a former Marine, were leery of him and decided to see how tough he really was, before trying any pranks.

    Walking confidently into the rowdy classroom, the new teacher opened the window wide and sat down at his desk.

    When a strong breeze made his tie flap, he picked up a stapler and promptly stapled the tie to his chest.

    ......Dead silence...He had no trouble with discipline that year.
    Jun 14, 2012. 09:39 PM | 18 Likes Like |Link to Comment
  • Axion Power Concentrator 337: May 25 '14: Q1 '1 CC Transcript & MP3 Available; Q1 '14 Filing Released;Axion Receives 4 Powercubes Order; Reverse Split Consent Solicitation Filed [View instapost]
    Maya,
    Hang in there bud. California has already enacted the needed legislation (need to see if it is practical tho) and other states are following suit. It will take some time, but even an avalanche starts with snow flakes (and you know we have lots of flakes here in CA),;-)
    May 28, 2014. 04:12 AM | 17 Likes Like |Link to Comment
  • Axion Power Concentrator 263: August 26: 10Q Filing For Q2; Two Axion Forbes Articles; John Petersen On PIPE Mechanics & Incentives [View instapost]
    For those of us that are older.

    MARINE CORPS EXERCISE REGIMEN FOR PEOPLE OVER 60

    Begin by standing on a comfortable surface, where you have plenty of room on each side.

    With a 5-lb potato bag in each hand, extend your arms straight out from your sides. Hold them there as long
    as you can. Try to reach a full minute, and then relax.

    Each day you'll find that you can hold this position for just a bit longer.

    After a couple of weeks, move up to 10-lb potato bags.

    Then try 50-lb potato bags, and then eventually, try to get to where you can lift a 100-lb potato bag in each
    hand and hold your arms straight for more than a full minute. (I'm at this level.)

    After you feel confident at that level, put a potato in each bag.
    Aug 27, 2013. 03:07 PM | 17 Likes Like |Link to Comment
  • Why Tesla's 'Not A Recall' Victory Will Crush Q1 Earnings [View article]
    Hi Navy,
    With the current odds at 1/15,000 in a year vs a free fix that increases the odds immeasurably in your favor, your statement doesn't make much sense. It's your car, your family and your safety, so your decision. Doesn't seem well thought out IMO.
    Mar 30, 2014. 02:02 AM | 16 Likes Like |Link to Comment
  • Axion Power Concentrator 366 Sep. 18 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    APH,
    Thanks for all you do.
    Sep 21, 2014. 11:20 AM | 15 Likes Like |Link to Comment
  • Axion Power Concentrator 78: Beginning March 17, 2012, Bangwhiz's Article, Selling The PbC Battery - It's Not Easy Being Green! [View instapost]
    Hi guys,
    Just my 2 cents worth. Axion is a high potential technology penny stock. I mostly lurk here and sometimes comment for the social aspect with others that understand that small cap stocks are generally throw in the sock drawer and hope that someday they pay off. I like the technology and I respect the management, otherwise there is no reason to gamble on a penny stock. If you don't think that the management has the interest of the company and shareholders at heart then you really shouldn't have the stock and with small caps it isn't unusual to have to wait years for a return. If you are an anxious type of person then penny stocks and precious metals aren't for you. These are long term plays much like IBM was many years ago. I see no reason for vitriol, especially of a personal nature. If you don't like the stock or management then don't buy it. If you don't like these CCs then don't come here. If you have the stock and it is causing anxiety attacks, well, what is more important? Money or your health?
    Mar 21, 2012. 01:29 AM | 15 Likes Like |Link to Comment
  • Gold Confirms Investments In China Will Eventually Be Worthless [View article]
    Maybe the elections are honest, but not the candidates that the respective parties offer up.
    Feb 9, 2012. 02:32 PM | 15 Likes Like |Link to Comment
  • Tyler Cowen says traditional conservative responses to wealth inequality - a stronger work ethic and embrace of the entrepreneurial spirit - are growing tired: "Modern conservative thought is relying increasingly on social engineering through economic policy, by hoping that a weaker social welfare state will somehow promote individual responsibility. Maybe it won't."  [View news story]
    "Modern conservative thought is relying increasingly on social engineering through economic policy, by hoping that a weaker social welfare state will somehow promote individual responsibility"

    My wife is a teacher, don't tell me about social engineering. Our schools are mandated to brainwash our kids with polital crap by the politicians to try to socially engineer our society. No wonder the kids can't do math or point to a country on a map (or read a map). They teach social studies (social engineering political correctness) instead of geography. I could go on, but most can't read or comprehend it anyway.
    Nov 12, 2011. 04:07 PM | 15 Likes Like |Link to Comment
  • Peak Lithium: Death Blow For Electric Cars? [View article]
    Lithium will not hold up the sales of EVs. However there are better uses of resources than EVs. If you like Tesla for the cool factor, just say so, but don't use the green talk to say how good they are. That electricity has to come from a power plant somewhere, whether a nuc., gas or coal and our electric infrastructure is already severely taxed to keep up with normal growth (rolling black outs in summer). Yeah, I know about solar, takes a long extension cord from home to work to recharge during the day. Sorry, but the battery tech just isn't there yet and neither is the tech to recycle those batteries. All in all, if you like the car, can afford it without tapping my wallet and feel secure with the range, go for it, just don't fool your self into thinking it is better for the ecology.
    Oct 15, 2012. 01:55 AM | 14 Likes Like |Link to Comment
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