Comments on: Profit From Green Shift with Maxwell Technologies http://www.iconoclast-investor.com/2009/11/01/profit-from-green-shift-with-maxwell-technologies/ An investment blog that is NOT always part of the herd Wed, 25 Aug 2010 12:22:12 -0400 http://wordpress.org/?v=2.8.4 hourly 1 By: elyse http://www.iconoclast-investor.com/2009/11/01/profit-from-green-shift-with-maxwell-technologies/comment-page-1/#comment-17277 elyse Tue, 03 Nov 2009 14:20:57 +0000 http://www.iconoclast-investor.com/?p=2085#comment-17277 Well, batteries are easily interchangeable into a car’s design, as opposed to ultracaps which would need more redesign. Batteries, unlike ultracaps, actually crate electricity through an internal chemical reaction (as I’m sure you know) whereas ultracaps need energy put in (i.e. they just store and discharge). For that reason, there is probably a disadvantage there. Cars use a tremendous amount of power for internal comforts – the typical air conditioner is suitable for the typical Atlanta home, is one stat I recently read-–so batteries probably have staying power until other aspects of cars like that change. As far as Maxwell making “serious” money-–well, that’s hard to say-–certainly and maybe even more importantly, the stock is doing well on the promise it will make serious money. There is a very good chance China could generate significant business for Maxwell’s ultracaps for use in transit buses-–government officials there are very intrigued by how ultracaps are used in some buses here in the U.S. in Chicago and Long Beach, California, and of course since it’s China the potential is massive. I see the market developing as ultracaps being involved in add-on efficiencies in addition to better batteries etc., at least in the next decade, rather than supplanting them. And don’t forget, the original market for Maxwell’s ultracaps-–wind turbines, solar systems, cell phone towers-–continues to expand domestically. That’s my take on it. Most importantly, the stock continues to hold up and shows signs of building a good base around 18 for a longer term sustainable move higher. -Brendan Well, batteries are easily interchangeable into a car’s design, as opposed to ultracaps which would need more redesign. Batteries, unlike ultracaps, actually crate electricity through an internal chemical reaction (as I’m sure you know) whereas ultracaps need energy put in (i.e. they just store and discharge). For that reason, there is probably a disadvantage there. Cars use a tremendous amount of power for internal comforts – the typical air conditioner is suitable for the typical Atlanta home, is one stat I recently read-–so batteries probably have staying power until other aspects of cars like that change.

As far as Maxwell making “serious” money-–well, that’s hard to say-–certainly and maybe even more importantly, the stock is doing well on the promise it will make serious money. There is a very good chance China could generate significant business for Maxwell’s ultracaps for use in transit buses-–government officials there are very intrigued by how ultracaps are used in some buses here in the U.S. in Chicago and Long Beach, California, and of course since it’s China the potential is massive. I see the market developing as ultracaps being involved in add-on efficiencies in addition to better batteries etc., at least in the next decade, rather than supplanting them. And don’t forget, the original market for Maxwell’s ultracaps-–wind turbines, solar systems, cell phone towers-–continues to expand domestically.

That’s my take on it. Most importantly, the stock continues to hold up and shows signs of building a good base around 18 for a longer term sustainable move higher.

-Brendan

]]> By: Tib Csabai http://www.iconoclast-investor.com/2009/11/01/profit-from-green-shift-with-maxwell-technologies/comment-page-1/#comment-17240 Tib Csabai Mon, 02 Nov 2009 02:24:01 +0000 http://www.iconoclast-investor.com/?p=2085#comment-17240 Are MXWL's ultracapacitors and AONE's lithium ion batteries competing for the same market? Which is more likely to win out? Are MXWL’s ultracapacitors and AONE’s lithium ion batteries competing for the same market? Which is more likely to win out?

]]> By: Michael Weissman http://www.iconoclast-investor.com/2009/11/01/profit-from-green-shift-with-maxwell-technologies/comment-page-1/#comment-17237 Michael Weissman Sun, 01 Nov 2009 21:53:28 +0000 http://www.iconoclast-investor.com/?p=2085#comment-17237 Excellent summation but not mentioned is the most compelling near term revenue opportunity. You touched on the couple of hundred buses in the US but its China where the buses are going to explode. 3 Of the largest bus manufacturers in China bought for 800+ buses to be delivered in 2009 with expectations of major follow on orders in 2010 and beyond. There are 15k worth of ultracaps in each bus. China has announced major hybrid bus rollout. Excellent summation but not mentioned is the most compelling near term revenue opportunity. You touched on the couple of hundred buses in the US but its China where the buses are going to explode. 3 Of the largest bus manufacturers in China bought for 800+ buses to be delivered in 2009 with expectations of major follow on orders in 2010 and beyond. There are 15k worth of ultracaps in each bus. China has announced major hybrid bus rollout.

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