SI
SI
discoversearch

 Technology Stocks | Technology Stocks & Market Talk With Don Wolanchuk


Previous 10 | Next 10 
To: Gordon Quickstad who wrote (64032)5/9/2011 8:22:44 PM
From: da_cheif™
1 Recommendation   of 89643
 
the problem is.....i doubt if 123 can even make the batteries.......and the way they are losing money and burning thru cash....i doubt if they will survive......a123 is trying to buy bizness.....vlnc will not operate at a loss.....smith is trying to pressure vlnc into coming down with price....these batteries are expensive......last year smith sed they were going to dow kokam for batteries.....didnt happen......now its the same chit with A123.....BERG has the upper hand.....only battery company that is on the verg of profitability.....

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: da_cheif™ who wrote (64033)5/9/2011 8:54:47 PM
From: TheStag
   of 89643
 
If vlnc post good earning wow short interest is high, it's will funny to watch...

Date Short Interest Avg Daily Share Volume Days To Cover


4/15/2011 7,843,675 438,049 17.905931

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: TheStag who wrote (64034)5/9/2011 9:37:53 PM
From: da_cheif™
   of 89643
 
for the first time ever....maybe this quarter....will report positive earnings

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)


To: da_cheif™ who wrote (64035)5/9/2011 10:11:09 PM
From: JStraw
   of 89643
 
I wonder how much a123 will lose on each battery they sell to Smith. It must be quite a number, given that Smith and Vlnc have been partners for so long. Smith better be careful.

I don't see 500-700 trucks getting built this year (it's almost June already) and thousands in 2012. Not gonna happen. I was hoping realistically for vlnc to continue to get the same revenue from Smith or maybe a little bit more. We will see how this plays out. I think Chief is right....stick with Berg.

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (2)

To: JStraw who wrote (64036)5/9/2011 10:17:47 PM
From: da_cheif™
   of 89643
 
smith isnt gonna be buying any stealth batteries from a123......they gotta makem first......smith wants vlnc battz cheep.....they threatened to go with dow kokam last year....remember???.....remember the bulk of a123 chit comes from cheep china.....meanwhile its a big world out there ...all kind of customers.....berg isnt gonna be giving the chit away......being profitable is his goal....remember....this company is self financing and allways has been.....and that takes time ....its his baby.......and we are just looking for unearned income off the sweat of others........so we take what and when we get it....

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: da_cheif™ who wrote (64037)5/9/2011 10:41:30 PM
From: JStraw
   of 89643
 
You hit the nail on the head Chief. But, I have no reason to sell any at this point. I remember the Kokam deal...er smoke screen.

Also, who could possibly be ordering thousands of trucks in 2012, as 123 claims. I expect that Smith will ramp up
production, but not anywhere near as dramatic as 500 - 700 end of this year, thousands next year. I don't think
Smith even has that capacity.

sep 8 2010
PepsiCo subsidiary Frito-Lay announced on Wednesday that it plans to add more than 176 all-electric trucks to its delivery fleet over the next year and a half.

Read more: news.cnet.com 


oct 19, 2010
Staples to Add 40+ Smith Electric Trucks to Fleet

evworld.com 

Share Recommend | Keep | Reply | Mark as Last Read


To: aka_Jimbo who wrote (64029)5/10/2011 12:19:08 AM
From: aka_Jimbo
   of 89643
 
i guess i can find 1 or 2 more bearish retracements terminating at today's high.

Share Recommend | Keep | Reply | Mark as Last Read

From: da_cheif™5/10/2011 10:02:42 AM
   of 89643
 
this things a powerhouse....got 9 lives...there shud be a reaction.....but its not happening....

Share Recommend | Keep | Reply | Mark as Last Read

From: da_cheif™5/10/2011 10:29:22 AM
   of 89643
 
RMTI...im in......snort

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)


From: da_cheif™5/10/2011 11:10:16 AM
   of 89643
 
SURG.....after finishing what appears to be a completed ABC correction.....it is now moving up.......thru 6 and 11 could comver very fast

Share Recommend | Keep | Reply | Mark as Last Read
Previous 10 | Next 10 

Copyright © 1995-2014 Knight Sac Media. All rights reserved.Stock quotes are delayed at least 15 minutes - See Terms of Use.