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Well no deal with SunEdison or GE (yet) but I just read that LG Chem has a deal with AES, so that means Ideal Power does too. Very Nice.
This is what the future of PV looks like folks:
Taken from: https://www.linkedin.com/company/1348224
PTOIQ
At least before they'd erect entirely new buildings, install enormous storage tanks, paint entire fuel blending facilities, or install rail spurs to fool us into thinking there was something coming. Now just the fact that there's a car parked at the plant and the gate it open, is a sign of life! Good grief.
You're right about startup timeframes, of course. The problem is you're still apparently under the impression that JBI has a real process that is viable. I'm not, and neither are most original longs (nor is the larger market, it would appear, as the company is valued at a fraction of the profits is stands to make with all those EcoNav processors they're gonna sell).
Like Steorn, Wanderport, 5Bases (LuxVeritas) or the mechanical chess-playing Turk (whose hoax lasted decades), there is just a story and lot of misleading claims cloaked as 'facts' that have never been independently verified (nor proven by the company itself, unsurprisingly).
Where's GeoInvesting when you need them? Remember their great camera work DD on Longwei? Massive scam exposed. Same could be done here, IMO, if anyone actually was actually still under the illusion that something is happening with EcoNav and P2O.
Recovering nicely today, or just a spike? I'm in for years anyway, so it doesn't matter much to me...
My favorite part was this:
NT 10Q <sigh>
That would make it about a 25% dilution I believe. And with the offering price so low, it makes sense why the share prices has lost so much of its value recently.
Nevertheless, they should now be well capitalized and not require further funding to achieve cashflow positive. So if they continue to see the growth and sign big partnerships, this will be the last time the share price sits in the single digits.
I bought more today.
As best I can tell, there was no accompanying report with the downgrade to "sell". But I will surely be investing more in this company at today's prices, which is about midway between its 52-week high and low. IMO it's way oversold.
Agreed. I have been on every Ideal Power call for the past 18 months and don't recall any analyst from Zacks asking questions.
Crap shoot. JBI had more serious partners than these clowns in the past, all of whom have since left the scene for valid reasons. EcoNav is a BS company put together by a bunch of nobodys. IMO they'll never run any tests, and even if they do they'll never raise the money to pay PTOI for processors.
People should be in jail, this is so blatantly a sham. P2O doesn't work as they have always claimed. It's not financially viable. End of the story. Too many people got suckered, myself included. My losses are staggering.
Thanks for that link. Indeed it's a very compelling presentation, and illustrates well why I think Ideal Power is a great investment.
But their stock has recently been downgraded to "sell" by an analyst (though I'm unclear why).
I will be accumulating more in the coming months if there is more share price erosion, as I believe the long-term prospects are outstanding for their technology, and their margins and good and their business model lean.
Rafic Hanbali from Emirates Insolaire discusses innovative coloured solar glass at #SKYSUM2015 #EmiratesInsolaire pic.twitter.com/yTrL4LEwyg
— expotradeglobal (@expotradeglobal) May 11, 2015
CEO speaking at Smart Skyscrapers event in Dubai this week. Emirates Insolaire is a Gold sponsor of the event.
Here's a small article about it: http://www.zawya.com/story/Emirates_Insolaires_coloured_solar_panels_take_skyscrapers_facades_to_new_heights-ZAWYA20150511103057/
I wonder if the TV coverage this month will help attract investors and give this stock a push in the right direction?
A $2bn buyout for an $8m company that has never proven their process to be viable? Surely you jest.
It would make me a 7 figure profit, mind you... but I'm not holding my breath anymore.
Entities colluding or not, JBI doesn't have the goods. Never has.
Wow, Gevo has traded it's market cap today.
Maybe because Johnny is behind EcoNav, and just keeps moving the birdie on shareholders...?
Clearly EcoNav was never the end-user, which was very misleading on PTOI's part. But as always with this company, we shall forego any short-term progress in favor of an even bigger and better opportunity that will take longer (and still never materialize).
A 3 to 5 day run would likely be a resounding success. It's the 2 day clean out that follows which change the outcome.
Lest we forget, JBI has never been able to run the processors profitably for any period, even with ideal feedstock. I don't expect another company could either, without subsidies.
Wow, that's almost as good-sounding as the RockTenn deal, or Al Sousa's Florida deal. Awesome progress...
<sigh>
Today's PR makes it sound like demand is growing well with existing channels. I hope there are more channels announced soon. Looking forward to the conference call today after the close.
Too bad, Tesla has another inverter partner lined-up:
http://www.jpost.com/Business-and-Innovation/Environment/SolarEdge-to-provide-inverter-technology-for-Teslas-solar-powered-Powerwall-battery-402045
I like the idea of remote monitoring & administration that SolarEdge has.. very software-centric like Tesla cars (and Ideal's switches, in a way). But I wonder if they are as competitive about size, weight, cost, efficiency, and safety??? I should think not. So maybe Tesla just doesn't know about Ideal Power yet??
I'm guessing he's looking forward to that about as much as I am looking forward to giving an update on JBI to the friends & family that I convinced to buy shares back in 2010.
If Ideal Power's DC-AC converters are 98% efficient, then this means that no single element in the entire system is less that 98% efficient. From my understanding, CREE's MOSFETs are 99.1% efficient, measured standalone. I'm inclined to believe, therefore, that IPWR's electronics are as good, or better than this, and have even better size, weight, and cost advantages.
But I'm not entirely certain.. it's been years since my electrical engineering courses, and the details of these things elude me.
I hope they'll address the topic of CREE's claims on the call today. Would be nice to see that moat dug a little deeper.
You will need a real brokerage account, as banks like UBS don't let you buy OTC stocks. I used SwissQuote (based in Gland) for a time, but I also recommend Interactive Brokers for OTC stocks as their fees are very low.
Good luck to you with your investments.
Looking strong today. Highest close ever I believe. Can't wait for the earnings report... I expect to hear more good progress being made on partnerships and orders.
You're right, of course. I consider myself a long-term investor and am normally very patient. I guess I just expected sales to boom instantly. But this is just year 1 in what I expect to be a great decade for SwissINSO's coloured panels. And I'm also keen to learn about their new products that they've been commissioned to build.
Good stuff, thanks e-ore.
I hope that those "enthusiastic enquiries" turn into sales soon. IMO 50000 m2 of panels this year isn't outstanding, and I hope they're being conservative. But then I've been an investor since 2010 and now that things look like they're turning a corner I'm just growing impatient
Of course since 2010 I have more than quintupled my position, thanks to a ridiculously low share price. I'm happy with what Mr. Hanbali has been doing since taking the reins -- focusing on building a capital efficient business model business without ruining existing shareholders. He's doing an outstanding job.
We need something like this for K:
http://www.swissinfo.ch/eng/roche-to-skip-ahead-to-late-stage-study-for-breast-cancer-drug/41384180
We have a different opinion on the degree of certainty about the ERC technology. Confidence and certainty are not the same. I would say Alstom is confident, not certain. You are confident your investment in Mantra will pay off handsomely from these levels, but you are not certain.
Alas, even certainty can erode another things come to light. At this point pounding on the table about MVTG seems premature to me. But that's based on my investment criteria
Good luck to you.
"Everyone has an agenda or why else are they here?"
Not everyone. Some are here to learn, share, debate, and even help. But clearly not many.
And for argument's sake, technically... Alstom isn't yet convinced of anythign yet, or else they'd have planned deployments of ERC plants en-masse. But they are certainly interested enough in continuing their pilot.
And I do agree with you that it's very encouraging, and if this works as planned, the ERC technology has enormous value.
BTW, I'm probably one of the more patient investors on iHub -- I typically buy with a 5+ year horizon.
You are mistaken -- the agreement with Alstom has nothing to do with Matra's MRFC. I was talking about the MRFC.
"there is large MVTG MRFC fuel cell in the lab that has been operating for years" --> this is the reason the share price is where it is. One FC in a lab, not dozens in the field under varying loads and conditions.
Mantra has not yet convincingly demonstrated their MRFC technology can work in the real work under real-world conditions. If they can, and their claims about efficiency, cost, and power density are validated, then the share price will move to reflect that.
Incidentally, I did pick up some shares today for the first time since following this company. The price is almost low enough for my risk tolerance with this young company. At 10c I may pick up more... and when/if they come through with iron-clad results of their technology, if the PPS is still low enough, I will likely take a bigger position. If they can do what is claimed, it's a great opporunity to invest.
Mostly I was talking about the MRFC, as I do believe that the ERC tech has been sufficiently vetted by Lafarge and Alstom or else they wouldn't be wasting their time & money on it.
For the MRFC, I do not consider patents to be proof of anything except that the PTO deems the invention to be unique and not in conflict with prior art or other issued patents.
The company has not demonstrated a working MRFC, that I know of (working in a real-world setting, over a long period of time). The YouTub video of the inventor is lab-scale and doesn't prove enough to get the investor community excited. I'm not saying that anyone at Mantra is lying, but they have not yet sufficiently proven the concept of their MRFC to the public -- this is reflected in the share price today.
That will change, clearly, when/if they prove to the public that their MRFC technology is viable and meets the claims about efficienty, cost, and safety, etc.
I don't think we'll get anything on strategy soon. What the current team can delivery (hopefully) is the science. If that pans out, they'll need (IMO) to put together a decent business-focused management team.
For example, rather than focus on getting a proof-of-concept application for their MRFC, they ought simply to prove the science, reliability, and cost. The applications can come later, whether it's a scooter, off-grid power storage, or anything else.
In addition to getting screwed by a OTC fraud (JBII/PTOI), I have also invested in companies with amazing technology and IP only to see them screw up the market timing (CERP) and bad debt.
The are no guarantees in this kind of investment -- even once the science and commercial viability are validated. And in the case of Mantra, we don't even have those yet.
I am such an investor (got killed by a stupid investment lead by a fraud/criminal). I don't believe Mantra is at all this case, but they simply don't appear to be a mature company yet -- it's still mostly in the R&D phase. If their tech proves out, they'll need to put in place a good team of people to build the business. Hopefully a capital efficient model based on licensing their IP and no more, like IPWR is doing with their power converters.