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Superconductor Technologies Inc. Message Board

japankokura 37 posts  |  Last Activity: Mar 4, 2015 4:47 PM Member since: Feb 11, 2011
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  • Reply to

    Customers

    by soldat4800 Mar 4, 2015 3:51 PM
    japankokura japankokura Mar 4, 2015 4:47 PM Flag

    1. i recommend to read the file in which SOUTHWIRE explained the difference between AMSC's and STI's technology (see my post from this week "comparison..."
    2. AMSC as all other hts-producers are able to sell everything they can produce. AMSC has some contracts in korea and chigaco, maybe some more. but their production capacity is limited
    3. potential customers for STI are: SOUTHWIRE, GENERAL CABLE, NEXANS, SIEMENS amoung many others (read their presentation file that you can download on their homepage)
    4. as soon as the price for hts-tapes drop signifficantly we will have a mega huge demand. why not buy something that is cheaper and better? hts will become more and more standard in many fields, especially for current fault limiters (near future) and generators/motors, supermagnets, cables.
    5. it is necessary for the industry to rely on a sufficiant supply that currently is not available.
    6. i wish AMSC and the other producers the very best. they help STI to open the market.
    7. i also wish you with your AMSC shares the very best, though i'd recommend to better sell them and buy some SCON shares instead. within the next couple of days we can expect to hear that they finish their preparation with the new machine and start commercial production.

    Sentiment: Strong Buy

  • Reply to

    friday after the close

    by misterbodacious Mar 4, 2015 11:28 AM
    japankokura japankokura Mar 4, 2015 11:47 AM Flag

    1. STI just got 2 mio $ from exercised warrents
    2. they don't need 15 mio
    3. i expect some positive news about the start of commercial production pretty soon. can happen every day. maybe tomorrow

    Sentiment: Strong Buy

  • japankokura japankokura Mar 2, 2015 6:39 AM Flag

    ... So actually if you look at it in comparison, they actually have half the steps or more than the top two competitors to process here. And you not only get the benefits of low cost because of the lesser number of steps, but even the steps them selves are actually simpler than the other processes. When you start using MOCVD, as in the case of SuperPower, etc., or electro polishing, these are very difficult process steps to control.

    Sentiment: Strong Buy

  • japankokura japankokura Mar 2, 2015 6:35 AM Flag

    John Cronin, ipCapital Group, Founder and Chairman:
    if we want to fundamentally look at Superconductor Technologies versus other companies, I think it was mentioned but probably to put it into perspective, SuperPower for instance has a nine step process to producing HTS 2G wire . American Superconductor has ten steps. But STI really has much less steps, actually six steps. Key to their formulation is a very first step which just uses, as was mentioned, a basic rough nickel wire that is rough, but then they do a solution-based
    process to planarize it, matter of fact it is 14 or 15 layers. That is then followed by this ion beam
    assisted deposition of MgO, a very thin layer, followed by a third reactive co-evaporation of YBCO,
    which is the thicker layer. And then the normal three steps that everybody does, silver deposition,
    slitting and lamination.

    Sentiment: Strong Buy

  • japankokura japankokura Mar 2, 2015 6:31 AM Flag

    ... And then I think that the fact they can really have uniformity in the deposition process with STI means
    that it will be easier to achieve the long lengths that we need, the kilometer piece lengths, so you don’t
    have to make a lot of joints that are resistive and would raise the cost and lower the properties of the
    cables or whatever application you have. So the effective lengths are a possibility here with the STI
    approach. Plus the fact that the mechanical properties should be, with this combination of co-evaporation and IBAD, should be superior to some other approaches that are being applied to make the wire. It means that you may be able to get a very much higher current in a given volume, such as a SuperPower’s approach to retro feeding into the conduits going in to the inner cities. So that is important, the amount of power you can achieve in a given volume, for which I think STI’s approach also has an advantage there. So I think all of these issues will result in good superconducting properties and lower costs and increased availability of the wire, and as the availability increases and the cost decreases, then obviously power applications will become more wide spread and we’ll start to see this whole field accelerate.
    Peter:
    And just to clarify, when you say SuperPower, are you talking about Southwire?
    Dr. Peterson:
    Yes, I meant Southwire

    Sentiment: Strong Buy

  • by Dr. Dean Peterson, Superconductor Technology Center, LANL
    (from MDB Capital_Superconductor Technologies Analyst Call_August 16 2010 pc.pdf)
    "Los Alamos had developed a new exciting technique called Ion Beam Assisted Deposition for producing superconducting tapes using the same material that STI had been developing for many years so it was natural to collaborate. Other superconductor companies such as American Superconductors, SuperPower have chosen their own approach to producing superconducting wires: American
    Superconductors is depositing superconducting films by a solution deposition in the process on to almost pure nickel tapes, whereas SuperPower is deploying a metal organic vapor deposition on the nickel alloy. And both these deposition processes require the removal of carbon, which introduces additional complexity to the present limitations that Axel referred to, as are costs and availability to
    tapes as well as making effective lengths of up to a kilometer with good superconducting properties, since they are only going to be as good as their weakest link. STI is employing a pretty unique carbon free electron deposition of superconductors on the highest strength IBAD alloys, which has advantages in production speed and the mechanical properties as well as controlled uniformity which
    results in really outstanding superconducting properties comparable
    with the best in world. And the superconducting wire is the real enabling technology needed for a whole host of our applications that will increase as costs come down and higher performance wire becomes available on large quantities from STI.

    Sentiment: Strong Buy

  • Reply to

    Do you realize what's going on??

    by warren06 Feb 27, 2015 7:00 PM
    japankokura japankokura Mar 2, 2015 4:55 AM Flag

    STI was always able to find new investors. for a good reason.
    there is no failure of any stage-2 qualification. what makes you say that? what we have is an increasing number of stag2-shipments and also of new customers.
    the pilot machine achieved what is was made for: this is not a machine built for commecial production but for for developing and testing purpose. it achieved what it was built for. recently it even outperformed that.
    the step from starting commercial production with the new 1km machine to remarkable profit is not as far as you might think. building new machines and configuring them will not take so long.
    a niche market. you're funny,
    at the moment there is no hts wire supplier being able to produce (real) commercial quantities. currently we have a world production of about 3.000 km/year. every meter of hts that can be produced can be sold. remember that it takes 400 meters for 1m cable. and for a supermagnet or a generator it takes 100s of kms (depending on the size od course).
    the market will quickly grow with the availability of more hts-tapes.
    to answer your last question: yes it certainly is, because STI's process needs not so many production steps as others with their approach and the performance and poperties of STI's CONDUCTUS are better than those of most competitors, and promise to even be the best ones on the market.

    Sentiment: Strong Buy

  • Reply to

    japankokura...can you say more about Southwire?

    by dia76ca Feb 27, 2015 6:37 PM
    japankokura japankokura Mar 2, 2015 4:23 AM Flag

    before SOUTHWIRE worked together with AMSC. together with nkt cables SOUTHWIRE had a joint venture called UTERA to produce a supercondicting cable. this was end of 2002.
    if you gooofgle it (MDB Capital_Superconductor Technologies Analyst Call_August 16 2010 pc.pdf) , you may find an pdf-file from 2010 that is quite interesting. it mentions the start of the cooperation between STI and SOUTHWIRE :
    "Okay. Next question is: Can you talk a little about the background or relationship between
    Southwire and Superconductor Technologies? What is the relationship? How do you view
    Superconductor Technologies?
    Axel:
    Superconductor Technologies has been very active in other areas of superconductors. Our
    technical experts have considered and have listened to the basic approach and basic technologies that STI has and they have certainly told me, and I am not the expert when it comes to the tape technology and the 2G manufacturing process itself, but they have certainly told me that the STI platform is very promising and could mean better tapes, lower cost tapes, higher performing tapes, tapes that are particularly suitable for power cable applications for the future. But since we really focus on the power cable space, we are in the beginning of dealing with STI’ s tape technology"

    Sentiment: Strong Buy

  • Reply to

    japankokura...can you say more about Southwire?

    by dia76ca Feb 27, 2015 6:37 PM
    japankokura japankokura Mar 2, 2015 4:06 AM Flag

    here's an old press relaease from 2011: Superconductor Technologies Inc. Meets 2G HTS Wire Customer Requirements for HTS AC Power Cable Applications

    SANTA BARBARA, Calif., Apr 6, 2011 (GlobeNewswire via COMTEX) -- Superconductor Technologies Inc. (Nasdaq:SCON) ("STI"), a world leader in the development and production of high temperature superconducting (HTS) materials and associated technologies, announced that Southwire Company ("Southwire") has completed testing of STI's second generation (2G) HTS wire samples. Southwire, a major wire and cable provider in North America, is a world leader in HTS cable technology utilizing advanced designs with multiple successful HTS cable projects. Southwire tested the wire samples and confirmed that it met the company's initial requirements for HTS AC power cable applications. Independently, Los Alamos National Lab performed the same measurements on the same wire samples and obtained matching results.

    Jeff Quiram, STI's president and chief executive officer, said, "STI's pioneering work using RCE-CDR to make HTS wire is promising an effective low-cost alternative to current manufacturing processes for HTS wire. Southwire's validation demonstrates that our world-class 2G HTS wire technology is on track to enable innovative AC power applications. We are eager to continue our work with Southwire in these exciting programs and we look forward to developing a business relationship for that purpose."

    Axel Schlumberger, senior vice president, Energy Division, Southwire Co., stated: "Southwire draws on over a decade of superconducting cable experience and has already successfully installed multiple HTS cable projects for the Department of Energy and electric utilities. Southwire has identified several key applications where HTS technology can provide a significant benefit in the power delivery system. The availability of low-cost, high-performance HTS wire for integration into power cables and other power devices will greatly benefit

    Sentiment: Strong Buy

  • Reply to

    Mask_ipx

    by junior_owning Feb 27, 2015 12:15 PM
    japankokura japankokura Feb 27, 2015 4:56 PM Flag

    mask with a different alias. why would a person that got convinced that SCON is a bad investment appear now on this board and this thread?

    Sentiment: Strong Buy

  • Reply to

    Mask_ipx

    by junior_owning Feb 27, 2015 12:15 PM
    japankokura japankokura Feb 27, 2015 4:39 PM Flag

    don't worry. they will get enough orders, as soon as 1km-line is configured for production. clients want to rely on delivery of certain quantities. per III/14 we had 10 stage2 shipments.
    btw my guess about the "unnamed partner" is "SOUTHWIRE". here's what SOUTHWIRE says on their homepage: "STI's wire design is based on a HTS component manufactured for the telecom industry and promises to bring HTS wire costs down even further. Southwire is working with STI to guide their wire development toward commercial HTS cable applications."

    Sentiment: Strong Buy

  • Reply to

    Mask_ipx

    by junior_owning Feb 27, 2015 12:15 PM
    japankokura japankokura Feb 27, 2015 2:46 PM Flag

    the first two stage 2-shipments were in 1st q 2014, we had 5 stage 2-shipments in II/2014 and 12 in III/2014

    Sentiment: Strong Buy

  • Reply to

    Mask_ipx

    by junior_owning Feb 27, 2015 12:15 PM
    japankokura japankokura Feb 27, 2015 2:22 PM Flag

    don't worry. they will get enough orders, as soon as 1km-line is configured for production. clients want to rely on delivery of certain quantities. per III/14 we had 10 stage2 shipments.
    btw my guess about the "unnamed partner" is "SOUTHWIRE". here's what SOUTHWIRE says on their homepage: "STI's wire design is based on a HTS component manufactured for the telecom industry and promises to bring HTS wire costs down even further. Southwire is working with STI to guide their wire development toward commercial HTS cable applications."

    Sentiment: Strong Buy

  • Reply to

    Mask_ipx

    by junior_owning Feb 27, 2015 12:15 PM
    japankokura japankokura Feb 27, 2015 1:34 PM Flag

    here'S what'S been said:
    "Yes, I mean we have definitely looked at that very, very carefully. We have of course, having we just built this first machine. We have a very good sense of what the lead times are for various subsystems in that machine. We've looked at taking a few steps to potentially make the turn up of a second machine quicker by pre-purchasing some components that are potentially long lead time, but not necessarily high value and but, the relationship for us right now Jim, is we've got to get this first machine produced and having it pump out wire and then we need to secure the agreements and the demand to consume all that wire and then, then the decision making on adding the second, third, fourth machine becomes a lot more real, but until then, we're doing a little bit of pre-staging and trying to prepare ourselves a little, but job one really now is, to first machine operational and sell the capacity of it."

    Sentiment: Strong Buy

  • Reply to

    Mask_ipx

    by junior_owning Feb 27, 2015 12:15 PM
    japankokura japankokura Feb 27, 2015 1:02 PM Flag

    thanks for proving what i just said

    Sentiment: Strong Buy

  • Reply to

    Mask_ipx

    by junior_owning Feb 27, 2015 12:15 PM
    japankokura japankokura Feb 27, 2015 12:45 PM Flag

    isn't it you attacking everyone, who is positive with SCON ?
    you started negativ with no knowledge about the company and the martket. then you started to read all all posts from years ago and picked up some basic knowledge, but no understanding.
    you discredit others constantly and mislead people about the company with mixing lies and facts or half-truthes. you often make your owns negative ideas or presumptions look like facts. you never accept positive facts about the company or their product, do you?.
    and you make everyone bored with repeating same old story with so many messages almost every single day.
    i don't tend to discuss people. but your behaviour here is very childish and silly. do you really think anyone is interested in your garbage mails? isn't there anything more interesting in your life? maybe find a job, where you can earn a little bit more than selling your credibility to some lousy hedgefund to bash a good stock.

    Sentiment: Strong Buy

  • AUSTIN, Texas, Feb. 26, 2015 (GLOBE NEWSWIRE) -- Superconductor Technologies Inc. (STI) (Nasdaq:SCON), a world leader in the development and production of high temperature superconducting (HTS) materials and associated technologies, intends to release its fourth quarter and year-end 2014 financial results before the market opens on Wednesday, March 11, 2015. STI will host a conference call and simultaneous webcast that same day at 11:00 a.m. Eastern Time / 8:00 a.m. Pacific Time to discuss its results. Participating in the call will be Jeff Quiram, president and chief executive officer; and Bill Buchanan, vice president and chief financial officer.

    Sentiment: Strong Buy

  • Reply to

    BOARD IDOT ALERT!!

    by sconroller Feb 22, 2015 9:49 PM
    japankokura japankokura Feb 23, 2015 2:14 PM Flag

    1. there were 1 mio warrent stock being exercised. about 250000 of these shares were sold on the stock market.
    2. there will be no new and there was no old secondary offering
    3. the warrents were exercised from investors. they got the warrents in combination with the last increases of capital stock. these increases had no - at least no significant - impact on the number of borrowed shares (shorts). the buyers expect a good share price after STI starts commercial production that is scheduled for this quarter.
    4. we already have 1.7 mio shorts and no significant volumes. only fools would go short with SCON under these conditions. a short squeeze might happen in combination with the pressrelease of start of commercial production and announcement of the first biog orders (remember they are partnerin with SOUTHWIRE and other companies like GENERAL CABLE and NEXANS have also validated STI's CONDUCTUS wire.
    the spiral you mentioned might soon turn its direction back to the starting point ;-)
    i'm happy that i am well loaded with SCON shares and wait every day now for the news that will certainly come out soon about commercial production.

    Sentiment: Strong Buy

  • japankokura japankokura Feb 19, 2015 10:58 AM Flag

    i was - and i still am - always positive on STI. and always based on all available facts. there were some delays noone - not even STI - could foresee at the time. this doesn't make me a "pumper".
    i always use to provide prove to all facts i refer to, when i talk about my opinion i use to make that clear also,
    i fon't know what makes you say i'm a liar.
    btw, i don't think i will have a loss with my SCON shares. i was always clear that i see SCON as a long term investment. i still see it the same way as i did 4 years ago. it might turn out to be a bad investment. but i don't think so. the perspectives are very good. STI has overcome the majoy issues i think. they proved with their pilot machine, that their technique works.,
    anyway i'm not here to discuss my person. who cares about my alias or my person? i am here to discuss the company. and the stock market.
    aren't you getting tired to discredit other people? i'm open for other opinions or corrections when i am mistaken.
    i think you are waisting your time here with your childish posts. noone takes your posts for serious. better invest your energy in something positive. if you are short with SCON recomend to cover soon.

    Sentiment: Strong Buy

  • Reply to

    Predictions

    by zapote_jj78 Feb 19, 2015 9:17 AM
    japankokura japankokura Feb 19, 2015 9:39 AM Flag

    if you did some better DD, you'd realize, that STI is not far away from entering a new really big market with only few competitors and a huge demand in the future. STI invested a lot of money and time in the development of their hts-tape. pretty soon this investment will result in profits. they are partnering with companies like SOUTHWIRE and many others. for a good reason....
    btw, i think we can expext some very positive press release quite soon ;-)

    Sentiment: Strong Buy

SCON
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