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Ballard Power Systems Inc. (BLDP)

NasdaqGM - NasdaqGM Prezzo in tempo reale. Valuta in USD.
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6,43+0,02 (+0,31%)
Alla chiusura: 04:00PM EDT
6,56 +0,13 (+2,02%)
Dopo ore: 07:30PM EDT
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  • S
    StockStuffer
    $PLUG conversation
    PLUG has taken Bloom on in the hydrogen space with less efficient technology but a strategy to build out before the demand so they will be open for business when the time comes. Bloom has always focused on profitability and has a huge and growing backlog limiting it to the 30% CAGR but from here cash flow positive as they grow at a rate to be below demand. PLUG is growing beyond demand and building assuming they will come with high cash burn.

    I can’t believe $BE is not the most popular of $BE $PLUG $FCEL and $BLDP
    Fuel Cell Energy just can’t compete with Bloom Energy but they are loved with much more volume and multiples per revenue than Bloom like Plug Power is.
    Plug Power is throwing money out to grow in all areas of hydrogen with technology much less efficient. Let’s see how that pans out now that BE and PLUG became direct competitors on hydrogen production.
    Finally it seems that PLUGs Wall Street lead is beginning to fizzle and BE is outperforming. If PLUG is worth it’s market cap BE should trade up to 100 per share and reflect the cash flow positive 30% CAGR already just touching a billion in revenue.
  • I
    IHopeSo
    Hyzon Motors Inc.
    "With CARB certification, Hyzon will be among the first commercial providers of fuel cell electric heavy- and medium-duty trucks in California"

    HYZON is leading the h2 revolution!

    $nkla $plug $fcel $be $bldp
  • S
    StockStuffer
    $BE conversation
    Climate change and pollution is worse than COVID before we had COVID. A pandemic was inevitable and we were lucky we made it trough starting OK. If we don’t get on climate change and the fact that our incumbent major energy sources are finite there is going to be problems ahead. Don’t vote on any politician that wants to throw all the subsidies at big oil as the solution without that much more at a long term solution.

    Battery technology is only part of the solution. Nature uses hydrogen and hydrogen gradients to produce and store energy.

    Think of how AI solves problems today and many more tomorrow. A goal is given to the machine over regular programming but the machine does all the work trying different things becoming more and more efficient.

    Life has done the same for billions of years organisms had a goal to survive and through mutation and natural selection produces the most efficient solution. Hydrogen gradients, attaching and removing hydrogens, splitting water to get hydrogen ions is it.

    Electrolysis and fuel cells will get to the efficiency equal to the solution life has chosen.

    $BE $PLUG $FCEL $BLDP
  • I
    IHopeSo
    $PLUG conversation
    World’s Largest Electrolyzer Order to Date.....went to PLUG. "Planned for a green hydrogen production complex in Denmark, this is the largest capacity electrolyzer installation in the world to date." Out of all the FC manufacturers in the world, PLUG.....something to think about.

    $FCEL $BLDP $BE $HYZN $NKLA
  • S
    SCMetsFan1986
    Plug Power Inc.
    So essentially we had great news today and with shelf offering we ended lower than $BLDP and $FCEL adding AH trades.
    He stated that he had enough cash on hand for the next 3 years and pulls this garbage likely because he thought the PPS was going to be a lot higher after the Port News.
    Sorry, not thrilled with this Andy's actions. It appears he doesn't know what truth is or could give a rat's butt about shareholders. So tired of saying wait until next year. Did we just authorize a load of shares for a future offering not too long ago?!?!??
  • I
    IHopeSo
    Plug Power Inc.
    I was reading an article in the Associated Press about Daimler splitting it's truck and bus division from their cars(Mercedes) and came across an interesting quote.

    "One reason for the spinoff is that the auto business and the truck business are pursuing different technologies as they seek to reduce vehicle emissions. The luxury car business is bringing out new battery-powered models, while the truck business is investing in hydrogen fuel cell technology."

    I'm already convinced with h2 tech and I think it will be widely used in cars as well but it's nice to see it being widely adopted by mainstream industry heavyweights not just the ones we hear alot about(hyliion, Nikola, etc).

    Glta
    $plug, $fcel, $bldp, $be
  • S
    StockStuffer
    $BE conversation
    SoCalGas said the Angeles Link, which could help replace up to 3 million gallons of diesel fuel per day in the region's trucking industry and convert up to four gas power plants to hydrogen, will help reduce the fuel's cost.

    "Economies of scale are important to bring down the cost of the delivered hydrogen," Neil Navin, vice president of clean energy innovations at SoCalGas, said in an interview. "That's the importance we see in our project. Delivering hydrogen at scale will help to reduce that cost."

    With Thursday's announcement, SoCalGas said it was initiating steps to define the scope of the project, including a timeline for construction and operation. It yet to identify a company that would produce the hydrogen.
    $BE $PLUG $FCEL $BLDP
  • I
    IHopeSo
    Plug Power Inc.
    H2 is now. Excerpt from a previous post link:
    (Anna Shpitsberg, deputy assistant secretary for energy transformation at the U.S. Department of State.)
    “To the comments that were made that we cannot rely on one technology, just like we cannot rely too heavily on one supply route, it is the reason that we’re putting so much money into hydrogen.”

    Shpitsberg called hydrogen “a game-changing technology that speaks to a variety of other sources … because it can underpin nuclear, it can underpin gas, it can underpin renewables, it can clean a good portion of it and so can CCUS [carbon capture utilization and storage].”

    “So for us, it’s making sure that the market has enough signals, it knows the regulatory environment will support the signals for current energy security,” she said.

    “But we are sending, also, all the resources we can toward the transition. It’s why we’re putting billions of dollars into hydrogen R&D.”

    $fcel $bldp $be $hyzn
  • S
    StockStuffer
    $BE conversation
    PLUG and BE are the clear winners right now on revenue generation in the industry. Don’t forget a dollar gain in share price is not equal.
    Valuation to valuation
    A plug move of $2 dollars like yesterday equates to $6.5 dollar move of Bloom Energy shares, a $3.87 move of Ballard Power shares, and a $3.14 move on Fuel Cell Energy shares.

    When thinking this way to support an equal move dollar for dollar PLUG needs to be increasing revenues 3.27x that of BE, 1.93x that of BLDP, 1.57x that of FCEL.

    PLUGs growth is outstanding but BE expects 35% revenue growth for the next decade. While PLUG has amazing growth perspectives and the share price to gain, I expect BE to outperform that move by 3x over the course of the next year as the hydrogen future pans out.

    $PLUG 576 million shares outstanding
    $FCEL 366 million shares outstanding
    $BLDP 298 million shares outstanding
    $BE 176 million shares outstanding
  • S
    StockStuffer
    $PLUG conversation
    $PLUG earnings are right around the corner. Let’s hope they can hit a home run like $BE did. 38% revenue growth quarter to close to a billion for the year. Growth from 1 billion to 15 billion within a decade and tons of substance on how they plan to do it.
    Now we need PLUG to do the same passing their numbers and expectation and we’ll be rocketing up no matter what fuel cell company you are in. $FCEL and $BLDP earnings are coming up.

    Manchin struck down the build back better plan. He’s now a proponent of more hydrogen funding. This is good! Moving to a future hydrogen cheaper than non renewable resources could help put a stake in future inflation, which is what we need.

    What’s good for one fuel cell company is good for all in these early innings.
  • S
    StockStuffer
    $BE conversation
    BE is approaching the Q4 release on February 10th. Listen to the Q3 conference call if you want to hear more about what may be the biggest quarter but furthermore the most eye opening yearly update in Bloom Energy’s history. The SK energy partnership with investment and innovation centers is huge. $BE will likely be working with $PLUG and many other SK partners catering to the right fuel cell technology for various applications. $BE $PLUG $BLDP and $FCEL are all trading at a big discount to where they were three months ago and the news of any will help the group appreciate. The Bloom Energy up incoming record quarter is one to watch. A major factor that separates Bloom from the pack on a company, not just technology basis, is how profitability cash flow are mentioned. Some fuel cell companies are putting growth first and the conversation about profitability behind a vail that will be unleashed after a few years more of high growth. Bloom is maintaining a projected 20-30% growth and maybe not to 60-70% of PLUG but as we should see in the Q4 conference projections that 20-30% will be much more reliable and beatable quarter to quarter for the foreseeable future. The SK fuel cell technology centers are a way to share and grow the strengths of partners enlightening technology without having to worry about IP being stolen.
  • S
    StockStuffer
    $BE conversation
    Hydrogen will replace natural gas and the Ukraine conflict will accelerate the forecast for how quick the industry will be in the trillions. Battery technology currently needs scarce rare earth elements and is not as renewable as many think with the amount of water and energy it costs to mine while during the finite availability. Hydrogen and fuel cell technology is projected to have a CAGR over 30% for the next decade.

    $BE $PLUG $BLDP $TSLA $FCEL $GE $F
  • S
    StockStuffer
    $BE conversation
    I think the world is seeing the importance of hydrogen taking over the role of natural gas. The move over the next few weeks could be huge if the market finally realizes this with the conflict in Ukraine. Runners, take your positions. $BE $PLUG $BLDP $FCEL
  • S
    StockStuffer
    $BE conversation
    BE Earnings release Feb 10th. Revenue is expected to reach over 300 million, a record in the fuel cell industry at the highest margins in the industry. Industry starting the next leg up together $BE $PLUG $BLDP $FCEL with huge growth and price appreciation ahead
  • S
    StockStuffer
    $PLUG conversation
    Good gain today on $PLUG and $BLDP let’s see some huge gains tomorrow on the earnings release to push the fuel cell stocks to new heights.
    $PLUG $BE $BLDP $FCEL
  • S
    StockStuffer
    $BE conversation
    As of the last CC the only thing stopping Bloom Energy $BE growth is how fast they can produce Bloom Energy Servers and electrolyzers. The company is rapidly expanding production capabilities and sees growth the next growth the next decade at 35% annually to 15 billion from 978 million this past year.
    BE has a market cap of 4 billion and considered a value next to $PLUG who has a market cap of 15 billion and expected to end the past year with 496 million in revenues with at least a near term higher projected growth rate.
    I believe Bloom need the sector including $PLUG $FCEL and $BLDP to all perform strongly to see a realized value equal to that of PLUG. I see plug trading up to $30 while $BE catches up in market cap and trades up to $93 where the market cap would be equal.
  • S
    StockStuffer
    $BE conversation
    The world need hydrogen, hydrogen storage, and fuel cells. The current natural gas infrastructure can be adapted to hydrogen. Each country could no longer rely on other nations which is also a national security solution. With investment, in the foreseeable future, green hydrogen will be much cheaper than fossil fuels.

    https://www.bloomenergy.com/bloomelectrolyzer/

    $FCEL $BE $PLUG $BLDP
  • S
    StockStuffer
    $BE conversation
    Investing in $BE is like investing in Apple computer 30 years ago. Listen to any bloom event or conference call including the investor presentation today. The company can use natural gas or hydrogen today with a SOFC which is one of the most efficient fuel cells. On top of that heat capture is used to make things more efficient. Any natural gas bloom box can be converted to direct hydrogen. Bloom has a plug and play design in their server so you can just get one more to increase with your business. If you have less space the plug and play design is stackable to server your needs. Simplistically serving the needs of energy users.
    $PLUG $FCEL $BE $BLDP
  • S
    StockStuffer
    $BE conversation
    Bloom Energy $BE has gone up 3.5x in the same period that Fuel Cell Energy $FCEL has gone up 5x

    Here is part of the story from Forbes this week. All fuel cell investors including $PLUG and $BLDP should be watching as parity between ongoing and market cap catch up. Bloom Energy should rocket to a hundred dollars a share and beyond as rightful respect in the Fuel Cell industry is achieved. This article goes to last years revenue. This year Bloom Energy is pushing 1 billion in revenue and its first cash flow positive quarter and continued improvement from there.

    From Forbes June 7th-
    “Bloom’s Revenues have expanded from around $366 million in 2017 to about $758 million over the last 12 months, driven by growing installations of its servers. For instance, with power outages and wildfires in recent years in California, companies started to work with Bloom’s products. FuelCell, on the other hand, has seen its revenue decline from around $96 million to $65 million over the same period, as its product revenues collapsed although it continues to earn revenue from some legacy power generation contracts as well as service and licensing Revenue. Bloom has also reduced its losses, with Operating Margins improving from about -46% to about -17.5% between 2017 and the last 12 months. FuelCell on the other hand has seen its margins deteriorate from -47% to about -85% in the same period.”
  • u
    universe
    $BE conversation
    $BE revenue recognition mistake though careless, is not material to affect 20% dip.
    Use this dip to BUY, there reasons WHY.

    Here is why:

    1. MSA revenue which is one of the three financing options - will be spread over the client contract duration, rather than upfront. This accounting change will affect less than 10% of the revenues. And even though the revenue recognition may decrease one qtr, it will add to the subsequent qtrs - so eventually it should even out over the 12-month period (e.g if qtr1 , 2018 revenue recognition is now decreased, the remainder of the revenue will now add to the next qtrs thereby increasing qtr2, 2018 to qtr4, 2018 revenues). In nutshell, under worse case scenario 10% of the recent revenue in Q1 - Q4 2019 duration will now be under some "unrealized revenue" category - but it is "real cash" that the company received and still in its cash flow. I would argue that since these are capital projects and long-term by nature - no client just cancels their contract on the fly (this is not some try-buy type product) , so this accounting change is not material. But I do agree, the company should have been more careful and some heads need to roll (they need to bring in new auditors and accountants).

    2. Now let's focus on the real performance for q4. The company achieved

    => Q4, 2019 number of acceptances was 286 (beat the highest end of their Q3 guidance of 355-385)

    => FY 2019 closed with a backlog of 1,983 systems. 45% increase over FY 2018. Basically, the company has $2.2 Billion of revenue lined up (50% products , 50% services), plus additional $2.1 Billion of service revenues coming from the servers already sold

    => Company has $377 Million cash on hand, $19 Million increase from Q3. Which means, the company is already cashflow pisitive.

    3. In conclusion, the company delivered a great qtr, and the outlook for FY 2020 is fantastic with $4.5 Billion of revenue in pipeline. Please note that $BE revenue is multiples ahead of $BLDP or any other fuel cell company on this planet. This accounting error bad news will fade quick in the light of great Q4, 2019 and FY 2020 outlook. Shorts will try to cover, and smart investors will BUY on this dip. Stock will recover quickly.

    I am typing this quick - so my apologies for the errors etc. But I wanted to get it out there for my friends here to BUY on the dip!