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    Energy Storage: Q3 2012's Winners And Losers

    Sun, 06/24/2012 - 16:29 EDT - Seeking Alpha
    • ACPW
    • AXPW.OB
    • John Petersen
    • TSLA
    • VLNC
    • XIDE

    By John Petersen:I usually write a quarterly recap to summarize what happened in the energy storage and vehicle electrification sectors, but Q2 was a tough enough period that I don't see much sense in dwelling on the bloodletting. So instead of focusing on the past, I'll offer a quick summary table with lots of red ink and turn my attention to Q3, which is shaping up as a time of bright opportunity for some companies and profound risk for others.(click to enlarge) I expect three companies in my tracking group to perform very well in Q3 – Exide Technologies (XIDE), Active Power (ACPW) and Axion Power International (AXPW.OB). All three look terrible if you only look at historical performance, but when you dig deeper into business history and market dynamics it becomes clear why all three have market-crushing potential over the next three to six months.Q-3 WinnersExide Technologies hasComplete Story »

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    Related

    • Energy Storage: Q4 2012 Winners And Losers

      By John Petersen:In late June I wrote a forward looking article that identified several companies in my energy storage and vehicle electrification group that I expected to perform well or perform poorly during the third quarter. Since short-term market changes are notoriously hard to predict, it's worthwhile to look back and see where I got things right and where I got them wrong.

    • Active Power: A Solid Investment Opportunity and a Valuable Object Lesson for Investors

      John Petersen submits:In December 2008 I went hunting for opportunities in the energy storage sector and selected six pure-play stocks that seemed seriously undervalued. I bought Enersys (ENS) at $6.00, Exide Technologies (XIDE) at $2.00 and Active Power (ACPW) at $0.26.

    • Axion Power - A Battery Manufacturer Charging Forward

      By John Petersen:Last week Debra Fiakas of Crystal Equity Research published an article titled "No Battery Producer Left Behind" that was based on old information about the relationship between Exide Technologies (XIDE) and Axion Power International (

    • Axion Power: A Battery Manufacturer Charging Forward

      By John Petersen:Last week Debra Fiakas of Crystal Equity Research published an article titled "No Battery Producer Left Behind" that was based on old information about the relationship between Exide Technologies (XIDE) and Axion Power International (

    • Is Stop-Start Idle Elimination Crushing Vehicle Electrification?

      By John Petersen:Since June of 2009 I've been a voice in the wilderness proclaiming that stop-start idle elimination will become a dominant automotive fuel efficiency technology by mid-decade, and represents a tremendous business opportunity for established lead-acid battery manufacturers like Johnson Controls (

    • Energy Storage: 4 Breakout Stocks And A Short Circuit

      By John Petersen:On December 16th I wrote "My favorites for a strong 2012 include AONE, MXWL, AXPW.OB, ZBB, JCI, ENS, ACPW and XIDE. They all merit serious attention from investors who want exposure to the energy storage sector." Since then four of my favorites have bottomed and turned sharply higher while the Pride of Palo Alto endures a short circuit.

    • Energy Storage Sector: Q1 2011 Winners and Losers

      John Petersen submits:The first quarter of 2011 was great for shareholders of companies that are developing or manufacturing cheap energy storage products like lead-acid and flow batteries, but it was miserable for shareholders of Chinese battery manufacturers and companies that are developing cool energy storage products like lithium-ion batteries.

    • Axion Power Poised To Dominate Energy Storage For Stop-Start Idle Elimination

      By John Petersen:After eight years of rarely speaking above a whisper, Axion Power International (AXPW.OB) has found its voice, taken the scientific wraps off its PbC® battery technology and shown potential customers, competitors and investors that it's carrying a big stick and is poised to dominate energy storage for stop-start idle elimination – a cheap and sensible fuel efficiency and emissions reduction technology that's expected to g

    • Energy Storage: Q1 2012 Winners And Losers

      By John Petersen:The first quarter of 2012 was the best of times for shareholders of companies that are developing and manufacturing cheap energy storage products like lead-acid batteries, but the worst of times for shareholders of pure-play lithium-ion battery developers. The following table tracks stock price performance in the energy storage and electric vehicle sectors for the first quarter of 2012 and for the twelve months ended March 31. Click to enlarge

    • Energy Storage: Q2 2012 Review And Analysis

      By John Petersen:While I jumped the gun last week and published my third quarter outlook for the energy storage and vehicle electrification sectors early, it's worthwhile to take a look back and see how my tracking list of companies performed over the last quarter and examine the past to see what the tea leaves in the bottom of the cup portend for the coming quarter. So without further delay I'll present my price performance table for the second quarter that ended on Friday. (click to enlarge)

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