
TSE:BLDP
This summary was created by AI, based on 1 opinions in the last 12 months.
Ballard Power Systems, traded under the symbol BLDP-T, is characterized by significant price volatility, which can be a source of concern for investors. While experts acknowledge the company's potential to provide innovative alternatives for vehicle propulsion in the long term, they caution that the stock experiences considerable price fluctuations, with large run-ups followed by substantial pullbacks. This unpredictability often correlates with the market's risk appetite, indicating that investor sentiment plays a vital role in the stock's performance. Many have owned this stock multiple times, reflecting a mixture of intrigue and frustration due to its erratic trading behavior. Overall, while there are promising prospects for Ballard Power Systems, potential investors should be prepared for its inherent market risks.
Very hot sector right now. Valuation is too high. Boralex would give you less volatility. If you want more torque and beta, and you want to play hydrogen, a name like Xebec Adsorption is better. Mostly renewable nat gas, but expanding into hydrogen by buying a uniquely profitable company. It's still expensive, but much cheaper than Ballard.
Polarizing stock. If you like Tesla, you've got to like Ballard. He doesn't like either. It's not so much a stock as it is a science project. It's been around since 1994, and it's lost money in every one of those years, with losses mounting since 2018. Even with electrification, not projected to make money anytime soon.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The announcement this week about the division was non core. The deal is fine probably and allows BLDP to focus on their other ventures. Unlock Premium - Try 5i Free
In the past year, the shares have gone parabolic along with the Tesla rally. Too volatile and speculative for him. He prefers predictable cash flows.
It has been ripping up. It is mirroring TSLA-Q. He can't explain why except that it might be speculation. This is a dangerous situation. It could all of a sudden collapse. We have to be very careful. If the market corrects, this could correct sharply.
He has a small position in BLDP instead of PLUG, as it's a recognized leader with a track record in PEM technology. They've diversified outside autos and into buses and forklifts, trains and ships. Will do well as the market grows and the infrastructure builds out.