Comments on: Batteries, yep good old batteries, are the technology of tomorrow. Here’s how to invest http://jubakpicks.com/2009/09/08/batteries-yep-good-old-batteries-are-the-technology-of-tomorrow-heres-how-to-invest/ Sun, 12 Feb 2012 18:19:20 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: gusspresso24 http://jubakpicks.com/2009/09/08/batteries-yep-good-old-batteries-are-the-technology-of-tomorrow-heres-how-to-invest/comment-page-1/#comment-750 gusspresso24 Fri, 11 Sep 2009 18:15:34 +0000 http://jubakpicks.com/?p=1079#comment-750 A123 Systems is expected to IPO the week of the 21st (september 2009) A123 Systems is expected to IPO the week of the 21st (september 2009)

]]> By: sigli http://jubakpicks.com/2009/09/08/batteries-yep-good-old-batteries-are-the-technology-of-tomorrow-heres-how-to-invest/comment-page-1/#comment-715 sigli Wed, 09 Sep 2009 22:44:36 +0000 http://jubakpicks.com/?p=1079#comment-715 Jim, Admiralty sold the Rincon Li development to a private group. Their technology was pretty exciting, but they were also pumping something up that was completely unproven. I could never wrap my mind around their balance sheet and figure if they'd ever turn a profit or not. To me, Admiralty was about as speculative as it gets. They are in debt over their heads and are issuing stock by the tanker load. You probably know POT owns a good chunk of SQM. I don't own POT (yet), but prefer Li-ion exposure through them. Jim,

Admiralty sold the Rincon Li development to a private group. Their technology was pretty exciting, but they were also pumping something up that was completely unproven. I could never wrap my mind around their balance sheet and figure if they’d ever turn a profit or not. To me, Admiralty was about as speculative as it gets. They are in debt over their heads and are issuing stock by the tanker load.

You probably know POT owns a good chunk of SQM. I don’t own POT (yet), but prefer Li-ion exposure through them.

]]> By: hazelnutz18 http://jubakpicks.com/2009/09/08/batteries-yep-good-old-batteries-are-the-technology-of-tomorrow-heres-how-to-invest/comment-page-1/#comment-706 hazelnutz18 Wed, 09 Sep 2009 16:05:27 +0000 http://jubakpicks.com/?p=1079#comment-706 I really enjoyed this article and agree with your point of view! I also feel that supercapacitors and capacitor/battery hybrids are going to play a big role in energy storage in the future as well. They are lighter, have longer life expectancies and require less maintenance - and they also have the potential to be less costly. I'd like to know more about market leaders and what raw materials go into the manufacturing of them! I really enjoyed this article and agree with your point of view! I also feel that supercapacitors and capacitor/battery hybrids are going to play a big role in energy storage in the future as well. They are lighter, have longer life expectancies and require less maintenance – and they also have the potential to be less costly. I’d like to know more about market leaders and what raw materials go into the manufacturing of them!

]]> By: tpdorsey http://jubakpicks.com/2009/09/08/batteries-yep-good-old-batteries-are-the-technology-of-tomorrow-heres-how-to-invest/comment-page-1/#comment-700 tpdorsey Wed, 09 Sep 2009 00:18:33 +0000 http://jubakpicks.com/?p=1079#comment-700 Volt is a gimmick. I think profitable EV production at realistic prices is still way out there. You're talking about making an investment based on speculated take-up of a car that's not even close to shipping, that does not have an existing charging infrastructure, that will sell at a small-luxury car point, and that GM will lose money on. I'd like to be wrong, but I haven't seen anything coming out of GM that is different from what they were doing before: SUVs and Caddys. The Volt and its ilk are, IMHO, greenwashing at best. I don't think your typical buyer is actually ready for EVs, and certainly not at current pricing. Take a look at who did well during Cash-for-Clunkers: http://www.autoblog.com/2009/09/01/by-the-numbers-august-2009-cash-for-clunkers-edition/ Kia, Subaru, Hyundai, Audi, Volvo.... None of these offer hybrid models, much less EVs. (And only Audi offers diesels, which is the next-most-green offering.) All of these sell practical, inexpensive cars in their respective classes. All offer small wagons and crossovers. That's where sales are up. Volt is a gimmick.

I think profitable EV production at realistic prices is still way out there. You’re talking about making an investment based on speculated take-up of a car that’s not even close to shipping, that does not have an existing charging infrastructure, that will sell at a small-luxury car point, and that GM will lose money on.

I’d like to be wrong, but I haven’t seen anything coming out of GM that is different from what they were doing before: SUVs and Caddys. The Volt and its ilk are, IMHO, greenwashing at best.

I don’t think your typical buyer is actually ready for EVs, and certainly not at current pricing. Take a look at who did well during Cash-for-Clunkers:

http://www.autoblog.com/2009/09/01/by-the-numbers-august-2009-cash-for-clunkers-edition/

Kia, Subaru, Hyundai, Audi, Volvo…. None of these offer hybrid models, much less EVs. (And only Audi offers diesels, which is the next-most-green offering.) All of these sell practical, inexpensive cars in their respective classes. All offer small wagons and crossovers. That’s where sales are up.

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