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Showing posts with label A123. Show all posts
Showing posts with label A123. Show all posts
Wednesday, December 12, 2012
Investopedia: A123's Story Ends With A Zero
With the bankruptcy auction of defunct battery developer A123's (OTC:AONEQ)
commercial assets now complete, the story is over and common
shareholders will walk away with a total loss. Not only does the A123
story serve as a bitter reminder of the sizable hurdles that new
energy-tech companies must face, but also the dangers of buying into the
hype at the cost of scientific and economic realities.
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Thursday, March 15, 2012
Investopedia: Maxwell Offers Energy Tech With A Real Model
Energy tech is a perennially exciting market, even as the attention shifts from year to year among fuel cells, solar panels, wind power, batteries and so on. What makes Maxwell Technologies (Nasdaq:MXWL) unusual, though, is that it's a company with real revenue, real products and actually just a bit of profitability. While there is still very much a "build it and they will come" aspect to the company's targeted markets, Maxwell looks like a better play on the future of power alternatives.
Rare Profitability
A lot of energy tech has been divvied up between unprofitable speculative companies with little more than patents and prototypes and giant industrial/technology concerns. That makes Maxwell's profitability rather uncommon.
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Tuesday, November 16, 2010
A123 Causing Investors' Patience To Flicker
Just because investors say that they expect and accept that there will be volatility and setbacks with emerging technologies and the companies behind them, that does not mean that they will not punish offending stocks anyway. As A123 Systems (Nasdaq:AONE) announces another disappointing quarter and some commercial setbacks, investors appear ready to take the stock out to the woodshed one more time.
A Challenging Quarter
Although A123 met the consensus estimate for revenue this quarter (up about 11% to $26 million), it seems unlikely that anybody will care about that number. The company is still a pre-commercial company for all intents and purposes, so it is not a relevant figure.
What is more relevant is the company's report of a higher gross loss - sales rose about $2.6 million, but the gross loss worsened by $1.2 million to a loss of $3.1 million. The company had some yield issues and that led to higher expenses, but it brings to mind the old joke, "we lose money on every sale, but we'll make up for it with volume".
More seriously, the setback will feed the bears who are betting on the idea that A123 cannot profitably scale up its manufacturing process to meet the demand that investors are counting on in the future. While it can just as easily be argued that all new technologies have kinks in the initial production phases and that it is better for a company to work them out before getting large orders, the market is likely to take a "show me" attitude in the meantime.
For the full piece, please go to:
http://stocks.investopedia.
A Challenging Quarter
Although A123 met the consensus estimate for revenue this quarter (up about 11% to $26 million), it seems unlikely that anybody will care about that number. The company is still a pre-commercial company for all intents and purposes, so it is not a relevant figure.
What is more relevant is the company's report of a higher gross loss - sales rose about $2.6 million, but the gross loss worsened by $1.2 million to a loss of $3.1 million. The company had some yield issues and that led to higher expenses, but it brings to mind the old joke, "we lose money on every sale, but we'll make up for it with volume".
More seriously, the setback will feed the bears who are betting on the idea that A123 cannot profitably scale up its manufacturing process to meet the demand that investors are counting on in the future. While it can just as easily be argued that all new technologies have kinks in the initial production phases and that it is better for a company to work them out before getting large orders, the market is likely to take a "show me" attitude in the meantime.
For the full piece, please go to:
http://stocks.investopedia.
Friday, November 5, 2010
OM Group Under The Radar But Worth A Look
Hard as it may be to believe, there actually are other metals in the world beside gold, copper and rare earth elements. Still, with investors' attention elsewhere, relative value hounds may want to do some due diligence on OM Group (NYSE:OMG). OMG is not a miner, nor a major company, but it has an interesting materials business all the same.
OM Group is, to a large extent, in the business of cobalt. More specifically, the company takes raw cobalt (and other metals like copper, nickel, and so on) and turns them into a wide range of powders, coatings, ceramics, additives and other value-added formulations. Like Titanium Metals (NYSE:TIE), and unlike some advanced materials companies like Brush Engineered (NYSE:BW), OM Group does not actually mine or own the mines that produce the cobalt (though OMG does own a smelter). That makes this company a somewhat different type of commodity play - they can benefit with generally higher commodity prices, but only if they succeed in pushing along higher input prices.
Please click the link for the full article:
http://stocks.investopedia.
OM Group is, to a large extent, in the business of cobalt. More specifically, the company takes raw cobalt (and other metals like copper, nickel, and so on) and turns them into a wide range of powders, coatings, ceramics, additives and other value-added formulations. Like Titanium Metals (NYSE:TIE), and unlike some advanced materials companies like Brush Engineered (NYSE:BW), OM Group does not actually mine or own the mines that produce the cobalt (though OMG does own a smelter). That makes this company a somewhat different type of commodity play - they can benefit with generally higher commodity prices, but only if they succeed in pushing along higher input prices.
Please click the link for the full article:
http://stocks.investopedia.
Thursday, August 12, 2010
A123 Needs To Recharge
What is there to say about the high-tech battery sector today? Advanced lithium batteries are still the most likely clean-tech option to get traction in the auto sector, but large-scale rollouts are still off in the distance. In the meantime, investors have certainly turned on the smaller, riskier names in this sector and sent the stocks down while the overall market has done alright.
The Quarter that Was
A123 once again came up short on the revenue line this quarter, as sales totaled a bit under $23 million. Transportation revenue (which is close to half of the total) was flat sequentially, while consumer revenue and service revenue both grew nicely. The company did not record any electric grid revenue this quarter, and the company shipped 10% fewer megawatts on a sequential basis.
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The Quarter that Was
A123 once again came up short on the revenue line this quarter, as sales totaled a bit under $23 million. Transportation revenue (which is close to half of the total) was flat sequentially, while consumer revenue and service revenue both grew nicely. The company did not record any electric grid revenue this quarter, and the company shipped 10% fewer megawatts on a sequential basis.
To continue reading, please click the link to Investopedia:
http://stocks.investopedia.
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