也谈AONE

globe

轉用了我的貼也讓我講幾句,我將AONE與GOOG比并不是比PRICE.別誤導不看清楚的朋友.而是比作GOOG當時的抄作熱度.有多少人知道為何GOOG能保守在這個价位?這兩年GOOG又漲了多少呢?我之前也貼過為何當年我IPO就投下注.一 ...
meow 发表于 2009-11-6 17:42

globe

Support, our goal is to reduce holding cost to zero.
CoolMax 发表于 2009-11-6 17:46

wnd4

thanks for sharing

czm

Support, our goal is to reduce holding cost to zero.
CoolMax 发表于 2009-11-6 17:46

!!! $0 or $0.0001 ???
Teach me when you guys did it!!!

quickcow

AONE may have potentials   because of GS and GE in the back.  
But it s still a fact that it is very weak in the last few days.

atrader

!!! $0 or $0.0001 ???
Teach me when you guys did it!!!
czm 发表于 2009-11-6 18:24

try DT. for example, buy 1000 shares at 16.5, and later sell 997 shares at 16.55, and your holding is 3 shares, free.

czm

try DT. for example, buy 1000 shares at 16.5, and later sell 997 shares at 16.55, and your holding is 3 shares, free.
atrader 发表于 2009-11-6 18:45

Haha, so you don't make money, make shares instead! Good idea.
Buy 1000 shares at 16.5, and later sell 997 shares at 166.55. That's even better!

czm

try DT. for example, buy 1000 shares at 16.5, and later sell 997 shares at 16.55, and your holding is 3 shares, free.
atrader 发表于 2009-11-6 18:45

Maybe CM was talking like:
Sell 1000 shares at 18.5, and later buy 1001 shares at 16.5?

CoolMax

Maybe CM was talking like:
Sell 1000 shares at 18.5, and later buy 1001 shares at 16.5?
czm 发表于 2009-11-6 07:05 PM

I don't think you can short AONE now, either MM.
DT is long only.

Use your profit to buy shares, result would be same.

buctusa

I hope AONE is 2nd LDK.

LDK went to 70 first before it crashed...........

会不会是2nd ldk？
天龙 发表于 2009-11-6 17:41

buctusa

Meom, how you get AONE at 13.xx?

"我的成本在13.XX"





19# meow

Diver

I have serious feeling: HTers may be the major MM's of AONE, if not the mere MM's. AONE was pumped up from $22 exactly when Meow posted on HT main board at first time and it was later dumped down till $16.2 today since we saw many miserable posts at HT. If HTers keep DT to lower your cost or cutting loss on AONE in this way, we will see $15, $14, $13, $12, $11, $10 ... soon. Let's wait and see.

CoolMax

I have serious feeling: HTers may be the major MM's of AONE, if not the mere MM's. AONE was pumped up from $22 exactly when Meow posted on HT main board at first time and it was later dumped down till ...
Diver 发表于 2009-11-6 07:51 PM

I don't think GS will let it happen.

AONE is hot everywhere, even Crame is dumping it.

humbletrader

As a AONE fan, I don't want to hear any bad words!   

Ok, I am just kidding.

wxp

爱迪生发明电灯，申请了几个专利？
CoolMax 发表于 2009-11-6 17:18

那是十九世纪的事啦，没多少可比性。现代公司对技术产品的专利保护要严密得多。比如APPLE 对于iphone这一个产品，在2007年前就申请了200多个不同专利。拥有专利数目的多少，从一定角度上反映了该公司技术力量的强弱。

再回来说车用锂电池，GM Volt 的锂电池合作伙伴一开始有两家，LG Chem 和A123，搜索关键词：lithium+battery +LG Chem共有６１２个专利, 而同样搜索A123仅有8个。

http://www.bloomberg.com/apps/ne ... mp;sid=a6LoIiAgZUx8
http://green.autoblog.com/2009/0 ... tery-packs-with-lg/
这两篇新闻讲了GM Volt 的锂电池将由LG Chem 提供。

http://gm-volt.com/2009/01/26/gm ... hevy-volt-contract/
这篇采访讲述了LG chem beat A123 的原因: Experience, manufacturing, and performance.
既然LG Chem 可以在VOLT的选型中击败A123, 那么它应该也可以在其他场合保持类似优势。

另外从GM-volt.com/forum 上 看到的：

"A123 battery is about 4X the cost of the LG battery......."

".......Sure in a drill the high peak currents are useful... but in a PHEV or REEV application the batteries will never be hit that hard... it is more useful to have more energy per kg of weight... or more energy per Liter of space... or more energy per $ spent.

A123 doesn't seem competitive yet for the vehicle market.

A123 ( 26650 ) has :
~209 Wh per L of volume
~108 Wh per kg of weight
As of ~1 year ago 0.5 Wh per $ spent

The CTA 12 Ah NiMH "D" cell on the market ~3 years ago has:
~276 Wh per L of volume
~90 Wh per kg of weight
As of ~1 year ago 1.53 Wh per $ spent

The Gaia HE-602050 Li Battery on the market ~3 years ago has:
~380 Wh per L of volume
~150 Wh per kg of weight
as of ~3 years ago ~0.54 Wh per $ spent

Compared to other Li batteries from ~3 year ago.
A123 has ~45% less energy per Liter of Space.
A123 has ~28% less energy per kg of weight.
A123 used to cost more... maybe now at least they will cost about the same or slightly less for their reduced performance.

Even compared to NiMH:
A123 has ~24% less energy per Liter of space than NiMH.
A123 only has ~15% more Energy per kg of weight than NiMH.
A year ago A123 was 300% more cost per kwh ... the reported ~22% drop in A123 price... just seems still be to a bad choice in my book.

看来A123 要想在车用锂电池市场上站稳一席之地，还有相当的技术难关要克服。

busywind

DING

想发

Ding

oldfairy

DOE is supporting the development of high-power Li-ion batteries with CPI/LG chemical, Johnson Controls Inc, and SAFT, through multiyear contracts with these industrial developers. Additionally, DOE supports the development of low-cost Li-ion battery separators-one of the high-cost items in the battery. These separator multi-year projects are with AMS, Celgard, and UMT. Finally, DOE currently supports the development of ultra capacitors, via a multi-year contract with Maxwell.

我曾经在这一行相关，(不过不是li电池) 作了3年多吧。做的就是上面提到的 separators.怎么说呢，DOE选择的肯定是牛的，但是是不是最好就不知道了。
但是对于车载电池，寿命和稳定性是最重要的，比价格还重要。这个是当初我们的看法。不过我们做的不是li电池，虽然是车载电池。不好瞎说。反正别太豪赌一个就好。

nomisy

对，跌到GS的成本价以下，就成了Sure Money.
CoolMax 发表于 2009-11-6 17:20

CM老大能否剖析一下GS/GE的成本价给大家了解一下..

nomisy

本帖最后由 CoolMax 于 2009-11-6 17:47 编辑

    我的成本在13.XX
    meow 发表于 2009-11-6 05:42 PM

Support, our goal is to reduce holding cost to zero.
CoolMax 发表于 2009-11-6 17:46

感情现在AONE做得好的都是DT高手,投资是扯谈