Looking back a little further - first half of '12 before the wheels really came off both Valence and A123
http://seekingalpha.com/article/709211-lithium-phosphate-a-lead-acid-replacement .....one part in particular caught my eye - and the guy was half right so far - JCI did make the move on A123...and their name shows up in VLNCQ court docs right after that attempt definitively failed. "This summer, I will be keeping an eye on activity at the lead acid battery companies such as Johnson Controls (JCI) and Exide (XIDE). Will executives and sales reps from the lead acid companies make a move, along with their extensive customer contacts to the faster growing lithium phosphate companies? I have heard that lithium phosphate companies are targeting their competitor's employees in their battle for market share. Why send in a new rep to sell a new battery, when they can send in the existing rep who will just be selling a better battery. It is also entirely plausible that JCI or XIDE sensing a threat to their markets could buyout a lithium phosphate company in order to get their hands on the technology and patents. The threat to them is very real! I have isolated two companies that trade on the Nasdaq that have their core competencies in the production of lithium phosphate batteries and trade at basement levels. The two companies are A123 (AONE) and Valence Technologies (VLNC)."
Hard to believe the relative lack of interest here. Bueller? Bueller? Bueller?
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