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brianfscott

brianfscott
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  • Sysco Jumps On 2014 Earnings Announcement, But Can It Beat Inflation? [View article]
    I did not know Sysco was a global player in the energy industry. I assume the author miswrote.
    Aug 11, 2014. 04:22 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 344 June 26 '14: Definitive Reverse Split Consent Solicitation; Q1 '1 CC Transcript & MP3 Available; Q1 '14 Filing Released;Axion Receives 4 Powercubes Order [View instapost]
    Rentech Nitrogen Fertilizer (RNF) in West Dubuque, and CVR partners (UAN), in Kansas, both MLPs, make lots of ammonia (RNF from Nat Gas and UAN from coke). They also upgrade ammonia to Urea, ammonium sulphate and DEF (all value added products). We also import a lot from Ukraine, which tends to be the low cost producer
    Jun 28, 2014. 07:51 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 344 June 26 '14: Definitive Reverse Split Consent Solicitation; Q1 '1 CC Transcript & MP3 Available; Q1 '14 Filing Released;Axion Receives 4 Powercubes Order [View instapost]
    Indeed nasty inappropriate and uncalled for. While i have no interest in World Cup soccer, it is no problem to ignore posts that do not interest me. It is impossible to ignore FYA posts, especially from an unrepentant sinner.
    Jun 26, 2014. 11:21 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 344 June 26 '14: Definitive Reverse Split Consent Solicitation; Q1 '1 CC Transcript & MP3 Available; Q1 '14 Filing Released;Axion Receives 4 Powercubes Order [View instapost]
    thotdoc: Shame! Congrats on attaining zero credibility!
    Jun 26, 2014. 10:13 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 339 June 01 '14: Definitive Reverse Split Consent Solicitation; Q1 '1 CC Transcript & MP3 Available; Q1 '14 Filing Released;Axion Receives 4 Powercubes Order [View instapost]
    This concentrator has become unhelpful and I am checking out. Thanks to JP, VW and HTL especially, I will see you on the other side. To those who with great fanfare announced they have sold all their shares I ask, "Why are you still here? Do you think you continue to add value to the conversation?" I am holding my shares, plan to vote "Yes" on the RS and tuning out the static and waiting for sales. I also think the devil we know in TG is better than the devil we don't know. Best of investing success to all!
    Jun 3, 2014. 06:12 PM | 26 Likes Like |Link to Comment
  • Axion Power Concentrator 331: May 11 '14: Revese Split Consent Solicitation Filed; Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials [View instapost]
    Ranma; Great Idea! Assuming the conference call starts on time and does not cut off pesky questioneers?
    May 12, 2014. 12:31 AM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 331: May 11 '14: Revese Split Consent Solicitation Filed; Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials [View instapost]
    Ohboy, I find the negative comments here helpful, occasionally post some myself, yet I have continued to increase my holdings.

    As I think RA and others have stated, an uplisting to NASDAQ is not a given following a RS. Do I think TG and the BOD have a proper fiduciary outlook for legacy shareholders?

    Not sure, due to the unreasonable demand to vote for the RS while leaving the authorized share count at 350,000,000.

    If I had lost total confidence in TG and the BOD, then the logical decision would be to sell. I am not there yet, but getting close.

    This potential 7700% possible watering of the stock is not a confidence building move, at this time.

    A signed contract with NSC/BMW/KIA Tomorrow would change my thinking entirely!

    (Unfair, you say? Can't hold a gun to customers heads? ) Show me the money or quit leading me on.
    May 11, 2014. 09:02 PM | 18 Likes Like |Link to Comment
  • Axion Power Concentrator 331: May 11 '14: Revese Split Consent Solicitation Filed; Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials [View instapost]
    Such a significant decision (to in effect increase authorized but non-issued shares) should be separated and voted on it's own merits. It's a bullying tactic (if you don't vote for the RS, you are denying much needed mothers milk...)

    I think the reverse split and uplisting is great. I think the remaining authorized shares should be a reasonable multiple of the outstanding; 3x to 4x should be plenty for near and medium term needs. If they need more, they can ask. When have you heard of a management proposed shareholder vote failing?
    May 11, 2014. 07:23 PM | 12 Likes Like |Link to Comment
  • Axion Power Concentrator 331: May 11 '14: Revese Split Consent Solicitation Filed; Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials [View instapost]
    RK, thanks for your candid gloves off assessment of TG et al. Your posts have always been informative. I only too well understand the end of patience leading to the breaking point...

    While I am somewhat more skeptical about the whole AXION thesis (Where's the BEEF?!) and I think the RS terms stink (by not reducing the authorized but non-issued; "Hey just ask me, make a good case and I'll vote to increase the authorized, but why this attempt to sneak it through?), I am going to quote Richard Kinder to you: "You sell, I'll buy" And I have.

    I bet I bought some of your shares in the last two weeks. Best of everything to you!
    May 11, 2014. 06:43 PM | 8 Likes Like |Link to Comment
  • Axion Power Concentrator 331: May 11 '14: Revese Split Consent Solicitation Filed; Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials [View instapost]
    $400k is approx 8x the salary of an over the road truck driver. I am guessing it is 10 to 12x the salary of a line battery assembler. It does not seem outrageous to me compared to salaries of other "underperforming" CEO's; see Maggie Wilderotter of Frontier Communications.
    May 11, 2014. 06:30 PM | 11 Likes Like |Link to Comment
  • Axion Power Concentrator 328: May 01 '14: Revese Split Consent Solicitation Filed; Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials [View instapost]
    48: with purchase orders in hand, the big banks will be tripping over each other to loan us money, and it would be appropriate at that point (not sooner), to borrow.
    May 2, 2014. 08:13 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 328: May 01 '14: Revese Split Consent Solicitation Filed; Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials [View instapost]
    OK NGS I just wrote them on their broken, dysfunctional "contact us" function. ( It worked on the second attempt).
    May 2, 2014. 08:08 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 328: May 01 '14: Revese Split Consent Solicitation Filed; Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials [View instapost]
    Bang: at this point, having just about lost all confidence in TG, Vani and the revolving door CFO position; I think a cessation of the futile efforts out of New castle, followed by an auction of plant, patents and IP, would result in a higher (and positive) return on my investment, even after the vulture lawyer's cut...

    I pray i am wrong, but prayer as an investment thesis? Nope! Kudos to you for selling out when you did and I wish I had followed your lead back then.
    May 2, 2014. 06:46 PM | 11 Likes Like |Link to Comment
  • Axion Power Concentrator 328: May 01 '14: Revese Split Consent Solicitation Filed; Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials [View instapost]
    Pbc Believer: I'm with you and I believe that now we are getting somewhere!
    May 2, 2014. 06:20 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 328: May 01 '14: Revese Split Consent Solicitation Filed; Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials [View instapost]
    JP, with all due respect, we are concerned with "your" daughter's future for the following reasons.

    She has a history of "sneakin' around", ie publicly proclaiming her virtue yet willing to sell half her company for 10 large gross, 9.2 large net.

    The simultaneous Employment contract extension for the C-Level Officers (which I realize was a necessary and mostly beneficial event).

    Juxtaposed with the granting of bonuses - Huh? Let me predict you will defend the (admittedly, rather small) bonus amounts and explain that they were almost equal to the $ amount C level officers were required to invest in the denouement of the PIPE Fiasco.

    What a farce that a shareholder vote was required to increase authorized shares from 200 million to 350 million last year, yet now they are attempting (and will undoubtably succeed) in maintaining the 350 million authorized shares, while diluting the legacy shareholders down to 5,625,000 shares bases on 1:40RS. To double the authorized shares required a vote yet to in effect increase them 70 fold is being slid in under the guise of, ""vote for it or Axion will die?"
    B**ls**t!

    Play fair, separate the vote on the RS and the authorized outstanding issues. Anything less stinks.
    May 2, 2014. 05:57 PM | 16 Likes Like |Link to Comment
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