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anthlj

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  • Plug-In and Hybrid Locomotives: Another Sweet Spot for Axion Power [View article]
    Many thanks for the clarification. You are a veritable fount of solid information.
    Jun 4, 2011. 03:47 PM | 2 Likes Like |Link to Comment
  • Plug-In and Hybrid Locomotives: Another Sweet Spot for Axion Power [View article]
    Other than the naming of the 'top tier' US auto manufacturer, I'm not convinced about the level of excitement awarded by this board to the prospective DOE grant.

    From the recent S3:
    'When we raised funds in late 2009, we anticipated a significant funding award from the Department of Energy based on their August 2009 announcement listing us as a grant awardee. Unfortunately we never received that award, nor have we as yet received an award for the second year of our ONR grant from the Department of Defense.'

    So even if govt grants are awarded to Axion, it seems that the govt don't pony up the cash, or am I missing something? I have some experience with grants from NIH and DOD and have never encountered failure to meet commitments to a grantee. Private foundations, yes, rarely, but not the govt.

    What gives?
    Jun 4, 2011. 03:31 PM | Likes Like |Link to Comment
  • Plug-In and Hybrid Locomotives: Another Sweet Spot for Axion Power [View article]
    re Exide/JCI et al., Granville was clear (albeit in his laconic style) during the interview that Axion has been at pains to ensure that the PbC electrode assembly is compatible with the many existing lead acid lines, so I suppose the transition from traditional lead acid to PbC for the big boys could be relatively seamless?
    Jun 4, 2011. 03:06 PM | 1 Like Like |Link to Comment
  • Plug-In and Hybrid Locomotives: Another Sweet Spot for Axion Power [View article]
    John,
    An avid consumer of your pieces.
    Although a supporter of Axion, which I think holds great promise, there are undoubtedly, even to the most optimistic among us, many bridges to be crossed before commercial success might be at hand.

    One piece of the predictive puzzle that presently lacks clarity for me is the status of the relationship with Exide (www.greencarcongress.c...). Is this worldwide supply agreement now null and void? Has the relationship soured? If so why? Granville mumbled something about the issue during the March 31st 2011 call Q&A, but appeared to circumvent the topic, perhaps because of confidentiality issues, or perhaps because the truth is somewhat unpalatable?

    Might you be kind enough to share your thoughts?
    Jun 2, 2011. 09:39 PM | 1 Like Like |Link to Comment
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