ES Investors Club

2Slow4u said:
Not entirely EV related, but I've been watching Flux Power (ticker FLUX) a US battery company. It looks like they are the first to market with lithium packs for the industrial equipment industry (IE Forklifts). Seems like a no-brainer for lead acid replacements and they should be able to sell a few thousand packs/year no problem. Its still quite affordable at <$1/share, so far so good over the past 90 days.

Hehe... Flux bumping along since.

(EDIT: Can see no news prior to generate price jump.)
 
Liquid Light’s backers include VantagePoint Capital Partners, Redpoint Ventures, Chrysalix Energy Venture Capital, Osage University Partners, and BP Ventures.

Seen here:
https://www.facebook.com/pages/Liquid-Light-Inc/111627538920276?sk=info

Investors already climbing aboard. Ebiker-related maybe tech in play? Here on Alt. Planet ES:
http://endless-sphere.com/forums/viewtopic.php?f=14&t=61375
 
TheBeastie said:
competitions said:
Lithium projects company Orocobre, share price nearly doubled in 6 months:
http://www.asx.com.au/asx/research/companyInfo.do?by=asxCode&asxCode=ORE

"Toyota Tsusho Corporation (“TTC”) is the company’s strategic partner for the Olaroz Lithium Project, and has provided the capital required to build the operation through a combination of its purchase of 25% of the project equity and through the provision of project debt financing guaranteed by TTC during the construction phase and guaranteed by a Japanese government organization (JOGMEC) post operational commissioning. This strategic partnership has made it possible to finance the project on a highly favorable basis, and to be able to effectively market subsequent battery grade lithium production into Japanese and Asian markets."
While having some bigger companies funding the development of the project looks good it does seem that a lot of these mining investment stories end up as bad investments once they start production and ship the product, no one seems to want to buy the mined product for what was originally forecast.
When I put ORE stock code in google I see GXY next to it. http://www.google.com/finance?q=ASX%3AORE&ei=2Q3ZUrilJceQkAWkaw
I remember looking at GXY which is a lithium miner a while back and the price really went up right at the point of production but then fell.
And Lynas was the same http://www.google.com/finance?q=ASX%3ALYC&ei=Dg7ZUpC-L8e7kgXbvQE
Once Lynas started shipping their rare earth minerals the stock price dropped I remember seeing a stock market guy on a business TV show saying they just booked their first check for like $30k, short story no one seems to actually want to buy the stuff for any kind of price premium.
The stock prices seem to rise greatly in the excitement of big money coming but once they start production it seems to end up a sorry story.

I think EV companies like Tesla are cool but its a very difficult business to make good money in I reckon because the combustion engine is so cheap
comparatively.

orocf closed at 2.62US. Borax mine in production and lithium production coming online end of august?? Generating lots of interest:)

bought as low as 2.01, but added today at 2.61....I've kept this post in my back pocket
 
Yeah Baby!


(Possible BINGO right there.)
 
Here this one looks even better. Looks like I missed out on the party.
Now the interesting bit is really ready to happen, once they deliver there first shipment of lithium and take that money to the bank where will the chart go.
 

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Something I didn't catch as of late is that Rockwell Holdings ROC (the largest Lithium producer in the world, located in Chile and on the other side of the border to Orocobre) was purchased for 6.2 Billlion at or about the same time the stock price of ORE.AX/OROCF jumped(July 13). The lawyers are lining up in New York saying the stockholders got screw on the deal....what else is new :roll:

It has been said to expected that a lot more Mergers and Acquisitions in the Lithium producing companies
 
Cross-posting here re new news re battery tech, but "EV-Lite project closes with new EV battery design; lower weight, lower cost":
http://www.ecartec.de/en/news/?tx_ttnews%5Btt_news%5D=1722&cHash=ec9eb7faee1498624db874f5c820367d

...and in fine print "The project consortium comprises the Manufacturing Technology Centre; Unipart Manufacturing; Electrovaya; RDVS; CRR; Bluebird Innovation Group; Loughborough University; and Cenex."

I see Electrovaya Inc.may be due for some "upswing", but the rest of "consortium"?

Kinda curious.
https://www.google.ca/search?num=100&newwindow=1&site=&source=hp&q=electrovaya+stock&oq=Electrovaya&gs_l=hp.1.1.0l10.7013.7013.0.8963.3.3.0.0.0.0.483.876.3-1j1.2.0....0...1c..51.hp..2.1.392.0.CTohlozboVI
 
Applied Materials co. mentioned once before on Alt. Planet ES...
http://endless-sphere.com/forums/viewtopic.php?f=15&t=57655&p=861496#p861496

In news again today "Cheap Solid-State Batteries That Last Twice As Long As Li-Ion Are Coming"
http://www.gizmodo.com.au/2014/08/cheap-solid-state-batteries-that-last-twice-as-long-as-li-on-are-coming/

... real soon now.

And yesterday at 12 noon "Why Applied Materials (AMAT) Stock Is Gaining Today":
http://www.thestreet.com/story/12846158/1/why-applied-materials-amat-stock-is-gaining-today.html
 
Kyoto Institute of Technology in the news a few years back "New PV cell generates electricity from UV and IR light". "made by 'doping' a wide bandgap transparent composite semiconductor -- in this case, gallium nitride (GaN) -- with a 3d transition metal such as manganese. For the atomically impaired among us, the other metals of that family would be scandium, titanium, vanadium, chrome, iron, cobalt, nickel, copper, and zinc."

... and now "a leading distributor and integrator of solar systems in Japan", to supply up to 100 MW per year of CdTe (cadmium telluride) thin-film photovoltaic modules in Japan.

http://www.laserfocusworld.com/articles/2014/07/first-solar-to-supply-up-to-100-mw-per-year-of-cdte-thin-film-photovoltaic-modules-in-japan.html

Hmmm... First Solar, Inc. (NASDAQ:FSLR) looking kinda "bumpy" these daze. Man things "took off" back on August 6th (ten days ago). Note above LazerFocus report posted July 30.
 
"Meet the companies that are trying to profit from global warming":
http://www.vox.com/2014/8/18/6031219/how-to-profit-off-of-global-warming

"opportunities to make lots of money."

EG "John Dickerson hedge fund" AKA "Summit Global Management"
http://www.summitglobal.com/index.php

http://www.insidermonkey.com/hedge-fund/summit+global+management/460/
 
"Siemens to Bring eHighway Demonstration to California" (Press release two weeks ago.):
http://siemensusa.newshq.businesswire.com/press-release/siemens-corporation/siemens-bring-ehighway-demonstration-california

"Siemens has been selected by the South Coast Air Quality Management District (SCAQMD) to install an eHighway system in the proximity of the Ports of Los Angeles and Long Beach, the two largest ports in the U.S. Siemens eHighway is the electrification of select highway lanes via a catenary system which supplies trucks with electric power, similar to how modern day trolleys or streetcars are powered on many city streets, while still offering the same flexibility as diesel trucks. A two-way, one-mile mile catenary system will be installed by Siemens and the system will be demonstrated with different battery-electric and hybrid trucks."

http://quotes.wsj.com/DE/XFRA/SIE
 
Investors Are Watching: (On their Aug. 22 list "Intersil (NASDAQ:ISIL)" on 19 Aug 2014 announced the ISL98611 display power and LED driver for smartphones.

The ISL98611 is the first power management IC that integrates the display power and backlight LED driver functions in a single chip. It significantly improves efficiency of both functions to increase smartphone battery life by an hour or more. On 21 August Intersil Corporation (NASDAQ:ISIL) ended the day at $14.05.

Company net profit margin stands at 1.80% whereas its return on equity (ROE) is 1.10%. Intersil Corporation (NASDAQ:ISIL) is -11.03% away from its 52 week high.

...seen here:
http://www.crazyjoys.com/investors-watching-general-electric-company-nysege-aegerion-pharmaceuticals-inc-nasdaqaegr-china-metro-rural-holdings-limited-nysemktcnr-tesco-corporation-nasdaqteso-intersil,201433887


"52 week high"??? Stock had seen waaaay better days:
ISIL.jpg


NO idea watt excitement was years ago...
 
"Hero Cycles acquires 47% stake in Germany’s MIFA"
http://www.rushlane.com/hero-cycles-stake-in-mifa-12128588.html

In a bid to become a major global player, Hero Cycles has purchased a 47% stake in Germany’s largest bicycle maker Mitteldeutsche Fahrradwerke AG (MIFA). This is the company’s first overseas purchase and the bike maker has invested €15 million ($19.8 million or Rs 119.5 crores) through its subsidiary OPM Global B.V.

and:
global cycle market which as on date is worth $49 billion globally.
 
Why Institutions Are So Desperate For The Retail Investor To Come Back.....

It is also why every media outlet, newspaper, ant TV channel has a simple message for you, dear retail investor: please come back already, and buy, buy, buy... what every bank, prop desk, hedge fund, mutual fund, pension fund, and central bank, is so desperate to sell.

http://www.zerohedge.com/news/2014-09-23/why-institutions-are-so-desperate-retail-investor-come-back
 
VARTA touched on briefly earlier in this thread, now EV World "VARTA Jumps On Electric Bicycle Wave"
[youtube]_VkGDs84w4Y[/youtube]
[youtube]https://www.youtube.com/watch?v=_VkGDs84w4Y[/youtube]
 
Bad news.....at least for those in the USA (north American?) electric vehicle world......world demand for oil is down....USA production of domestic oil is up.......oil price's are dropping.......the price of gasoline will be going down, despite attempts to prop it up by USA oil companies.....this is bad for electric vehicle demand.

Why go electric when gas is cheap??? That will be the attitude. At least until the next spike in oil prices.

:(
 
Yep....the more I think about it, it is probably well past time to short all electric vehicle stocks. As long as oil is cheap, people won't want to pay the premium for an electric vehicle.

:(
 
Can we not start a conglomerate? I have loads of ebike related projects. I'm sure others do to? Eg just I. Process of building a full carbon commuter bike running 21 cell at 20ah. With 20 ah charger and 3kw setup.
 
Dup. posting just in ES Battery Tech sub-forum, and thought might x-post to this thread (re company Electrovaya and their Li cells):
BUMP, eh? Anybuddy? I see website at least is still "in business". Curious who're actually buying their cells/BMS/packs. See E.G. 2014 Results just published:
http://www.electrovaya.com/pdf/FN/FN20141229.pdf

"Toronto, Ontario
December 29, 2014
Electrovaya Inc. (TSX: EFL) today reported its FY 2014 results with revenues growing to $7.4 million a growth of 161% over FY2013 revenue. (All amounts are in US dollars unless otherwise stated.)"

Giggle (sp? Hehe) stock info:
https://www.google.ca/finance?cid=666453

...seems to have peaked back in 2010, then investors took long bath. (One guess, competition re Li batts.)
 
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