>Pardon me for intruding on what has apparently now become the ULBI thread.
Until VLNC, ULBI, and LITH are all producing real capacity and the issue turns to revenue growth & profits, it seems reasonable to me that betting on lithium-polymer is a question of picking which company to put your money on. Thus my own analysis has focused on determining which company poses the most potential gain over the next year, which story I find most believable, which people I trust. If the upside is about the same for all 3, which one has the least downside? In my opinion, the entire issue is VLNC vs. ULBI vs. LITH.
For that matter, it is V/U/L vs. the rest of the world. Why should I tie up capital in VLNC when (if they don't announce a customer until Feb) they will have no reason to ride the Christmas seasonal rise, and I could go buy Dell (etc) instead? If your answer is that you have a ton of money in the market and only your speculative $ are in VLNC, then that's fine, but it does decrease the relevance of your opinion to those who are not speculators or day traders. Does anyone out there consider VLNC a core holding?
So forgive me if I am posting in the wrong thread, but the traffic is low at ULBI and nearly non-existant at LITH and Lithium Polymer Batteries. The more traffic there is, the more likely you will be to get a variety of responses to your ideas. If the only opinion you want to hear is confirmation of your own, then you are a danger to yourself and everyone around you. I for one am very grateful to this thread for all the information on the various VLNC production lines, as well as the technical chart analysis. By the way, check out the IFMX thread for an example of excellence -- they have many former sales & marketing types from the company itself giving detailed insight into announcements, the strategy, the competition. |
