Ballard Power Systems

BLDP-T

TSE:BLDP

11.72
1.41 (10.74%)
Ballard Power Systems Inc. is a developer and manufacturer of proton exchange membrane fuel cell products for markets such as heavy-duty motive, portable power, material handling as well as technology solutions including engineering services.
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Analysis and Opinions about BLDP-T

Signal
Opinion
Expert
COMMENT
COMMENT
January 21, 2020
Be careful. Anything that's risen this parabolic, risks a similar fall.
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Be careful. Anything that's risen this parabolic, risks a similar fall.
COMMENT
COMMENT
January 20, 2020
He was bullish 20 years ago and it has ever manufactured itself. You go through periods like this where you get excitement. The world is serious about alternatives and batteries. There is no new news and so it could be pure momentum. He does not know where it is going. Be cautious about trading it here. Execution is measured in decades.
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He was bullish 20 years ago and it has ever manufactured itself. You go through periods like this where you get excitement. The world is serious about alternatives and batteries. There is no new news and so it could be pure momentum. He does not know where it is going. Be cautious about trading it here. Execution is measured in decades.
BUY
BUY
January 13, 2020
This is going to continue to be a story that will grow attraction. This is not his favourite way to play it. TSLA-N would be his preferred way to play it.
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This is going to continue to be a story that will grow attraction. This is not his favourite way to play it. TSLA-N would be his preferred way to play it.
PARTIAL SELL
PARTIAL SELL
January 7, 2020
He's followed this since it's gone public. It's a company that has always been full of promise but has failed to deliver. It's once again full of promise with electric vehicles and such. However, the stock has lost money and has enormous downside risk. The price to book is 7.5x. He would not be buying more at these levels, and would sell half the position if you have it to take some profit.
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He's followed this since it's gone public. It's a company that has always been full of promise but has failed to deliver. It's once again full of promise with electric vehicles and such. However, the stock has lost money and has enormous downside risk. The price to book is 7.5x. He would not be buying more at these levels, and would sell half the position if you have it to take some profit.
COMMENT
COMMENT
July 5, 2019
Keep holding? Hydrogen fuel cell company. Fascinating company. Has done pretty well over the short term but was a lot higher in the early 2000s. At the time people thought hydrogen was going to replace combustion engines. Now everything is moving to electrification. The price is never going to go back to the 2000s level. If you bought it recently it could have room to run a little bit, as we are seeing ships, and trains and buses shifting to hydrogen fuel cells but certainly not seeing cars move in that direction.
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Keep holding? Hydrogen fuel cell company. Fascinating company. Has done pretty well over the short term but was a lot higher in the early 2000s. At the time people thought hydrogen was going to replace combustion engines. Now everything is moving to electrification. The price is never going to go back to the 2000s level. If you bought it recently it could have room to run a little bit, as we are seeing ships, and trains and buses shifting to hydrogen fuel cells but certainly not seeing cars move in that direction.
Tim Nash

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Price
$5.510
Owned
Unknown
COMMENT
COMMENT
April 17, 2019
He follows it. The whole clean energy / renewable energy has solid fundamental drivers. They should do well. But it is difficult to find a player out there. It is two steps forward and one step back.
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He follows it. The whole clean energy / renewable energy has solid fundamental drivers. They should do well. But it is difficult to find a player out there. It is two steps forward and one step back.
DON'T BUY
DON'T BUY
September 4, 2018

This burned a lot of people who thought fuel cells tech were the future. Toyota has announced--and is bucking the trend--that it's embracing fuel cells. That said, he's concerned about Ballard which is involved in one specific technology, which can be hit or miss because technology changes so quickly. It's a safer bet under the GEX ETF.

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This burned a lot of people who thought fuel cells tech were the future. Toyota has announced--and is bucking the trend--that it's embracing fuel cells. That said, he's concerned about Ballard which is involved in one specific technology, which can be hit or miss because technology changes so quickly. It's a safer bet under the GEX ETF.

Tim Nash

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Price
$5.080
Owned
Unknown
DON'T BUY
DON'T BUY
July 20, 2018

A play on hydrogen fuel cells. Went heavy toward autos, and explosive growth just hasn’t come through. Sector has consolidated around lithium ion. Market is going with the best technology, and the cheapest, and that’s lithium ion. Worries about Ballard. Bigger opportunities for hydrogen are in larger transportation, like ships.

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A play on hydrogen fuel cells. Went heavy toward autos, and explosive growth just hasn’t come through. Sector has consolidated around lithium ion. Market is going with the best technology, and the cheapest, and that’s lithium ion. Worries about Ballard. Bigger opportunities for hydrogen are in larger transportation, like ships.

SELL
SELL
July 6, 2018

This stock rises like a phoenix out of the ashes every now and again. There is always the promise of hydrogen fuel cells but it is never realized. From a quantitative perspective, it has negative price momentum, poor stability and currently, poor valuation because it has no meaningful earnings. If the stock was less illiquid, he would short it. (Analysts’ price target is $6.28)

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This stock rises like a phoenix out of the ashes every now and again. There is always the promise of hydrogen fuel cells but it is never realized. From a quantitative perspective, it has negative price momentum, poor stability and currently, poor valuation because it has no meaningful earnings. If the stock was less illiquid, he would short it. (Analysts’ price target is $6.28)

COMMENT
COMMENT
September 18, 2017

Historically there was a boatload of optimism in terms of the fuel cell technology. Over the long-term, the stock has really done not very much. BYD out of China, and others, have developed an electric bus. This is certainly worth keeping an eye on, given the recent strength.

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Historically there was a boatload of optimism in terms of the fuel cell technology. Over the long-term, the stock has really done not very much. BYD out of China, and others, have developed an electric bus. This is certainly worth keeping an eye on, given the recent strength.

DON'T BUY
DON'T BUY
October 11, 2016

This came down from 8X BV to almost a discount to Book, and then roared all the way back to 8X BV again and then fell back to 2X. It is all over the map. He still doesn’t see any earnings coming through, which makes the calculation of FMV very problematic. He would call this speculative, and wouldn’t be the kind of stock he would buy or recommend.

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This came down from 8X BV to almost a discount to Book, and then roared all the way back to 8X BV again and then fell back to 2X. It is all over the map. He still doesn’t see any earnings coming through, which makes the calculation of FMV very problematic. He would call this speculative, and wouldn’t be the kind of stock he would buy or recommend.

PARTIAL SELL
PARTIAL SELL
September 28, 2016

The chart shows a pretty nice return from July to now, with a nice base being built from early 2015. It is going to find resistance at around $4. This name is going to be really impacted by announcements/news. If you own and have a gain, he would consider taking half your gain off the table. Then if it got above $4 with momentum, then maybe you buy some more.

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The chart shows a pretty nice return from July to now, with a nice base being built from early 2015. It is going to find resistance at around $4. This name is going to be really impacted by announcements/news. If you own and have a gain, he would consider taking half your gain off the table. Then if it got above $4 with momentum, then maybe you buy some more.

COMMENT
COMMENT
July 18, 2016

In almost 20 years they have not developed as a company. You get spikes and then disappointments. You could buy at pullbacks, but chasing breakouts has been bad in terms of returns. If you like the technology you buy into the pullbacks.

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In almost 20 years they have not developed as a company. You get spikes and then disappointments. You could buy at pullbacks, but chasing breakouts has been bad in terms of returns. If you like the technology you buy into the pullbacks.

DON'T BUY
DON'T BUY
July 22, 2014

A very speculative stock in the fuel-cell business. Earlier in the year, a lot of companies in this space had a huge run up in share prices. He tries to avoid these speculative stocks. For the average investor, it is extremely difficult unless you have a strong belief in theme or have done a lot of work in the area. It is difficult to value these companies.

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A very speculative stock in the fuel-cell business. Earlier in the year, a lot of companies in this space had a huge run up in share prices. He tries to avoid these speculative stocks. For the average investor, it is extremely difficult unless you have a strong belief in theme or have done a lot of work in the area. It is difficult to value these companies.

COMMENT
COMMENT
May 23, 2014

This used to be on his watch list. It’s a question of having revenues which they now have. This is not on his Watch List any more because it has moved up quite handily.

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This used to be on his watch list. It’s a question of having revenues which they now have. This is not on his Watch List any more because it has moved up quite handily.

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