Replies to post #13963 on A123 Systems fka AONEQ

[highlyleveraged]

Looks like a lot of these lawyers are representing companies that A123 owes money to or has some sort of outstanding financial obligation to.

Only spotted a few on the list that could be an actual interested party in the acquisition on assets or company in whole.

Match the companies below with the filing from earlier that shows outstanding debt.

Obviously entities like these are not interested in bidding:
The Hanover Insurance Company
OFFICIAL COMMITTEE OF UNSECURED CREDITORS
Panalpina, Inc.
Aristeia Master
Missouri Department of Revenue
Welsh Romulus, LLC, BPE Exchange, LLC, and BPW Exchange, LLC
Michigan Economic Growth Authority
Boston Properties Limited Partnership
U.S. Bank National Association, as Indenture Trustee
Banc of America Leasing & Capital, LLC
UNITED STATES OF AMERICA

Next eliminate duplicates, A123 and how many does that leave? The list is getting smaller.

Then look at some of the companies individually. Can probably eliminate any Chinese company except Wanx. Then, some of these companies left do not have anywhere close to the amount of capital needed (granted they could arrange for funding).

So I do agree there are interested parties but for those that think there are over 20 active participating bidders, that simply is not true. For instance what would Oracle want with the majority of A123's technology?

I think at the end of the day there are 6 companies that are actually interested. Of those 6 a few want to break it up into pieces.

*Wanx - Interested in company as a whole
*NEC - Possible interest in company as a whole
*BAE - A foreign defense and arms company possible interest in company as a whole
JCI - Wants automotive portion
*Siemens - Interested in grid tech - Maybe all
Fisker - Out of money
Airgas - I cant find any reason they would want them
Maxwell - Still has huge negative cash flow and high interest loans to pay down first
Centre National - Honestly, no idea...
Niagara Thermal Products - Possibly interested in automotive fuel cell tech

For some reason I have a feeling that Wanxiang will be bidding, IMO there is really no national security risk involved here. Could be wrong but I believe that CFIUS will allow it IF the administration doesnt already have a company it wants the tech to go to.