Dieser IPO kann sich sehen lassen!
IPO , Elektro - Auto , Nanobatterie , sozusagen was das Zukunftsorientierte InvestorHerz höher schlagen läßt !
|
Bin grad noch zu 17,89 reingekommen, hoffe daß das Ding diese Woche nicht korrigiert oder unsere Amerikanischen Freunde uns im Stich lassen. Bin aber fest davon überzeugt, daß wir noch unsere helle Freude an A123 haben werden.
Auf baldige Gewinne
Tali
und schau mir das erst mal von der Seitenlinie an. Sobald sich hier ein Einstieg wieder lohnt, überleg ich es mir nochmal.
Die machen keinen Profit auf absehbare Zeit ! alles nur blabla ...! Die interessanten Auftraege sind an die Konkurrenten gegangen , von A123 gibt es nur Absichtserklaerungen die nichts wert sind !
Die naechsten Quartale werden genauso schlecht sein , vielleicht in 2011 oder 2012 , wenn man so lange durchhaelt !
Besser verkaufen oder hat noch einer Hoffnung das sich bald was aendert ?
High petroleum prices will help to drive the market for electric storage devices that power electric vehicles. And two companies that produce the components for electric cars are worth watching.
Electric vehicles need to store electricity. Batteries -- think A123 -- and capacitors -- think Maxwell Technologies -- use different storage approaches.
A rechargeable battery uses reversible chemical reactions to store the energy. An EDLC (electric double layer capacitor) stores the electrons on the surface of its component material. A material which does not conduct electricity (a dielectric) separates the positive and negative charge layers. (Note that these types of capacitors are sometimes called ultracapacitors or supercapacitors. These terms refer to the relative energy density, and the total energy storage can range from tiny -- as in a cell phone -- to very large.)
For the transportation market, the significant parameters include cost, energy density (watt hours per kilogram, or W•h/kg), power density (a measure of time to charge), volumetric energy storage and lifetime (measured in charge discharge cycles).
The energy density of a lead acid battery ranges from about 30 to 40 W•h/kg. For a lithium ion battery, the energy density is on the order of 160 W•h/kg. This dramatic differential helps explain the use of lithium ion batteries in automobiles.
For the next few years, lithium ion batteries will supply the bulk of the power storage market for electric vehicles such as the Volt produced by General Motors. Ultracapacitors will serve as a complement in regenerative braking and to provide surges of power for acceleration and hill-climbing. Over several years, ultracapacitors may close the density gap with batteries.
A123 makes lithium ion batteries. The transportation sector accounts for about 50% of its product revenue. Products for the electric grid account for about 30%. The balance is for general commercial purposes. In its third-quarter report, A123 revealed that its transport customers are ramping at a slower pace than originally anticipated. A six-month delay is not critical, but the cash runway is getting shorter. A significant ramp in sales could alter the cash flow from negative to positive with a significant impact on the price-to-sales ratio.
Batteries require very long discharge/charge cycles (hours), vs. seconds for ultracapacitors. Batteries can be cycled only a few thousand times vs. several hundred thousand times for ultracapacitors. Batteries currently provide higher energy densities, but that advantage may disappear.
Maxwell Technologies produces capacitors for a number of industry sectors. It recently received a $1.7 million contract from DARPA (Defense Advanced Research Projects Agency) for an integrated system that combines an advanced capacitor, an advanced battery and an integrated management system. Additional contract phases could add $8 million. These contract amounts are significant when compared with Maxwell's R&D budget of about $15 million per year. Also significant is DARPA's approach to rapidly fielding technology. The organization is focused on getting technology into the hands of the leading developer as fast as practical. This contract could significantly affect Maxwell's top line within a few years.
EDLCs are used in regenerative braking systems to store energy and to reaccelerate the vehicle. More than 1,000 buses use EDLCs as the primary energy system. Because the charge range is typical less than 10 miles, these bus systems require recharge stations along the route.
Most EDLCs use activated carbon as component material for the storage of electric charge. Substantial improvement in the amount of surface area will come from other forms of carbon such as nano tubes, graphene, aero gels and carbides. Improvements in the dielectric layer will permit higher voltages. An improvement by a factor of 10 in energy density is likely in the commercial marketplace over the next few years. Ford has sponsored significant carbon nano tube work for EDLCs at the Massachusetts Institute of Technology.
Currently, commercial EDLCs are available with an energy density up to 30 W•h/kg. Laboratory demonstrations are already at three times that level.
finance.yahoo.com/news/ElectricCar-Component-Makers-tsmp-353746113.html
Danke für die Info, das liest sich doch gut! Kannst du die Quelle angeben? Danke und ein schönes Wochenende
habe in einem anderen Thread (vergessen welcher) nachgelesen, dass in China demnächst 20 Millionen Elektroroller an den Markt gebracht werden, aufgrund der herben Smog und Platzprobleme in den Ballungsgebieten... Weiss einer wer da die Batterien liefert? Ich glaube es waren entweder Advanced Battery oder BAK Battery. Auf jeden Fall glaube ich auch, dass es mit dem Batteriensektor sehr bald hoch hinaus gehen wird! Ich suche aber weiterhin noch formidable Anlagemöglichkeiten, bin zur Zeit nur bei A123 dabei...
Danke für die Info, werde ich auch mal beobachten... Darf ich fragen, wieso du gerade BYD interessant findest?
Was haltet ihr davon?
www.finanzen.net/fonds/Absolut_Fund_-_Absolut_Future_Mobility
Die Performance der A123-Zellen ist hervorragend, und die OEMs sind massiv an den Elektroautos dran. Das die ganze F&E Unsummen an Geld verschlingt, haben wir beim letzten Quartalsbericht gesehen. Aber die Amis können es sich nicht leisten, diesen Wert über den Jordan gehen zu lassen, denn dann müsste GM weiterhin bei den Asiaten die Batterypacks einkaufen.
beim morgigen Rücksetzer sollte man einsteigen
Source: A123 Systems, Inc. Date: February 10, 2012 09:00 ET |
A123 Systems to Supply Six Battery Energy Storage Solutions to Northern Powergrid for the U.K.'s Largest Smart Grid ProjectAdvanced Lithium Ion Storage Systems Designed to Enable Smarter U.K. Electricity Distribution Networks |
WALTHAM, Mass., Feb. 10, 2012 (GLOBE NEWSWIRE) -- A123 Systems (Nasdaq:AONE), a developer and manufacturer of advanced Nanophosphate® lithium ion batteries and systems, today announced that it will supply six Grid Battery Systems™ (GBSs) to Northern Powergrid, an electricity distribution network operator that delivers power to more than 3.8 million customers in the U.K. The GBSs will be designed for peak-load shifting and to manage fluctuations in voltage on the U.K.'s power grid. Expected to be operational by the end of 2012, the systems will be deployed as part of the Customer-Led Network Revolution (CLNR), the U.K.'s largest smart grid project funded through the Office of the Gas and Electricity Markets' (Ofgem) Low Carbon Networks Fund. "The CLNR will evaluate a number of innovative network technologies to accommodate increasing quantities of low-carbon loads and renewable generation necessary to meet the U.K.'s climate change goals. One aspect of this multifaceted project is to determine how the use of storage technology may reduce peak loading on our network and thereby offset the need for network reinforcement," said Jim Cardwell, head of regulation and strategy at Northern Powergrid. "A123's battery energy storage systems will showcase how such technology can be part of the U.K.'s low-carbon future." A123's GBS storage systems, which include the company's Smart Grid Domain Controller™, are designed to provide Northern Powergrid with robust solutions to more efficiently manage voltage regulation requirements to help maintain grid stability and power quality as more clean energy resources are added. The six GBSs that A123 will supply to Northern Powergrid include a 2.5MW system, two 100kW systems and three 50kW systems. Each will be designed to maintain these power capabilities for up to two hours, adding flexibility to the distribution network and helping to provide consistent delivery of reliable power to customers. "Grid operators around the world are faced with a variety of technical hurdles when trying to add significant renewable capacity. In the U.K., distribution networks often have limitations that make adding high concentrations of wind and solar difficult," said Robert Johnson, vice president of the Energy Solutions Group at A123. "Battery energy storage can overcome these challenges by efficiently managing the voltage levels of the power network, and we look forward to working with Northern Powergrid on the CLNR smart grid project, which we view as an excellent opportunity for A123 to showcase the versatility and performance of our GBS solutions." A123 Systems, Inc. (Nasdaq:AONE) is a leading developer and manufacturer of advanced lithium-ion batteries and energy storage systems for transportation, electric grid and commercial applications. The company's proprietary Nanophosphate® technology is built on novel nanoscale materials initially developed at the Massachusetts Institute of Technology and is designed to deliver high power and energy density, increased safety and extended life. A123 leverages breakthrough technology, high-quality manufacturing and expert systems integration capabilities to deliver innovative solutions that enable customers to bring next-generation products to market. For additional information, please visit www.a123systems.com. The A123 Systems, Inc. logo is available at http://www.globenewswire.com/newsroom/prs/?pkgid=6600 Safe Harbor Disclosure This press release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that are subject to risks, uncertainties and other factors. Among the factors that could cause actual results to differ materially from those indicated by such forward-looking statements are: changes or delays in Northern Power Grid's development and implementation of the GBS solutions in connection with the Customer-Led Network Revolution project, delays or inability of the GBS solutions or the Customer-Led Network Revolution project to meet their intended goals and objectives, the ability of A123's GBS storage systems to manage voltage regulation requirements of the power network and to address Northern Power Grid's needs in connection with the Customer-Led Network Revolution project , delays in customer and market demand for Northern Power Grid's products and services, delays in the implementation of A123's GBS solutions , delays in the development, production and delivery of A123's products and solutions, adverse economic conditions in general and adverse economic conditions specifically affecting the markets and geographies in which A123 and Northern Power Grid operate and other risks detailed in A123 Systems' quarterly report on Form 10-Q for the quarter ended September 30, 2011 and other publicly available filings with the Securities and Exchange Commission. All forward-looking statements reflect A123's expectations only as of the date of this release and should not be relied upon as reflecting A123's views, expectations or beliefs at any date subsequent to the date of this release. CONTACT: A123 Systems PR Contact: A123 Systems Dan Borgasano 617-972-3471 dborgasano@a123systems.com Edelman Courtney Kessler 212-277-3720 courtney.kessler@edelman.com A123 Systems IR Contact: ICR, LLC Garo Toomajanian 617-972-3450 ir@a123systems.com |
|
| Wertung | Antworten | Thema | Verfasser | letzter Verfasser | letzter Beitrag | |
| 2 | 684 | A123 - Das Ende oder ein neuer Anfang ? | 1world | Sonne30 | 04.09.13 22:59 | |
| 2 | 109 | Die Amis machens uns vor ! A0Q8FY | sosix | marketcrash | 26.02.12 12:06 |