John O'Connell, CFA Ballard Power Systems BLDP-T DON'T BUY Aug 10, 2021

Dream stock for 20 years (performance not materialized).
Hydrogen not gaining enough market share.
Would not recommend buying shares.
Does not earn enough profit.

No profits, no dividends and losses forever. Has it ever made money?

Long term hydrogen will be in demand.
Short term - business prospects unsure.
Company will need to generate profits to earn investment grade status.
Unsure on future of business. 

Highly speculative. He owns a tiny position. Society won't power EVs purely on batteries and will require a bridge that Ballard could benefit from. They represent value. A long-term hold for him.

They make fuel cells for large vehicles. It has traded sideways for most of its history. There are two major questions regarding hydrogen: where does it come from and how do you transport it since it has to be highly compressed.

It holds promise to be a player in alternative energy. Today, there was an announcement of a major order and could improve sentiment. This is a patience game. You need a long-term view, because there will be various alternative forms of energy and momentum could shift.

Recently, a lot more interest in hydrogen, which might be a spur to break its longtime downward trend. Very small company, not grabbing his attention. Better things to invest your $$ in.

Renewables at lower cost rates don't work; you need the subsidies. But what does work are large-scale hydrogren projected. Not sure about small-scale like Ballard.