Ballard Power Systems

BLDP-T

TSE:BLDP

13.68
0.13 (0.96%)
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.
More at Wikipedia

Analysis and Opinions about BLDP-T

Signal
Opinion
Expert
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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.

DON'T BUY
DON'T BUY
April 8, 2014

Extremely volatile. From a valuation aspect, he can’t really comment on it because they don’t really trade on valuation. At the end of the day they are going to benefit from the ability to use and integrate these fuel cells. The problem is trying to tell what the market is really going to look like 5 years from now. Wouldn’t chase it. Would let it normalize and see what the real business plans show and what cash flows are going to look like.

Show full opinionHide full opinion

Extremely volatile. From a valuation aspect, he can’t really comment on it because they don’t really trade on valuation. At the end of the day they are going to benefit from the ability to use and integrate these fuel cells. The problem is trying to tell what the market is really going to look like 5 years from now. Wouldn’t chase it. Would let it normalize and see what the real business plans show and what cash flows are going to look like.

DON'T BUY
DON'T BUY
March 12, 2014

This company has participated in this unbelievable “hockey stick” run that we’ve seen in a lot of the alternative power plays. Has languished for years and years and has finally started to show some life. There is a little bit of expectational hope that has been built into the battery-powered business, kind of stemming off what Tesla (TSLA-Q) has done. He is a little bit dubious. It has taken and years and years to get their core products to somewhere where customers will actually buy.

Show full opinionHide full opinion

This company has participated in this unbelievable “hockey stick” run that we’ve seen in a lot of the alternative power plays. Has languished for years and years and has finally started to show some life. There is a little bit of expectational hope that has been built into the battery-powered business, kind of stemming off what Tesla (TSLA-Q) has done. He is a little bit dubious. It has taken and years and years to get their core products to somewhere where customers will actually buy.

BUY
BUY
March 11, 2014

Long long base, then huge break out. The type of stock he looks at. Some profit taking happend today. (From $9 to $5, up from below $5 earlier in the week).

Show full opinionHide full opinion

Long long base, then huge break out. The type of stock he looks at. Some profit taking happend today. (From $9 to $5, up from below $5 earlier in the week).

SELL
SELL
August 25, 2011
Used to follow it. He avoids companies that keep on loosing money.
Show full opinionHide full opinion
Used to follow it. He avoids companies that keep on loosing money.
SELL
SELL
October 22, 2009
(Market Call Minute) They just keep on loosing money.
Show full opinionHide full opinion
(Market Call Minute) They just keep on loosing money.
SELL
SELL
May 27, 2009
(Market Call Minute.) The hydrogen economy is simply not going to happen. They'll have products in the market but it hasn't been fully reconciled yet.
Show full opinionHide full opinion
(Market Call Minute.) The hydrogen economy is simply not going to happen. They'll have products in the market but it hasn't been fully reconciled yet.
SELL
SELL
March 24, 2009
(Market Call Minute.) It's been around a long time and has not been a successful business.
Show full opinionHide full opinion
(Market Call Minute.) It's been around a long time and has not been a successful business.
DON'T BUY
DON'T BUY
July 9, 2008
Views the hydrogen economy as a long-term trend that may play out 20 years from now. Speculative.
Show full opinionHide full opinion
Views the hydrogen economy as a long-term trend that may play out 20 years from now. Speculative.
DON'T BUY
DON'T BUY
March 31, 2008
Historically they’ve been in the hydrogen fuel cell area. Consider it a long, failed science experiment. Not looking at it.
Show full opinionHide full opinion
Historically they’ve been in the hydrogen fuel cell area. Consider it a long, failed science experiment. Not looking at it.
DON'T BUY
DON'T BUY
January 31, 2008
It is more interesting since they got rid of the auto side. They now have a product and have stopped the cash burn and there is a market for their product. The size of this remains to be determined but the green standard is not going to go away. Based on what they have done to date, he is not that impressed. Would rather wait for traction.
Show full opinionHide full opinion
It is more interesting since they got rid of the auto side. They now have a product and have stopped the cash burn and there is a market for their product. The size of this remains to be determined but the green standard is not going to go away. Based on what they have done to date, he is not that impressed. Would rather wait for traction.
Showing 16 to 30 of 218 entries