BLDP
Ballard Power Systems Inc
Mentions (24Hr)
-100.00% Today
Reddit Posts
$BE and $FCEL: AI Energy Future Powered by Natural Gas Now
Fuel Cell Rally: Plug Leads, Bloom Dominates, FCEL Has the Most to Catch Up Fueling AI With NG
$LLAP Up 10.71% The nanosatellite designed by Tyvak International, Terran Orbital’s international arm, will support the European Space Agency’s Hera Mission
$BLFR Low Float Stock; Known Runner!
BLDP, PTRA, FLR, FSLR (8-25-22) daily trendline test: 3 ops (options) present; call/put/straddle. There is also an option to wait for a clear breakout of up TL.
The Fourth Industrial Revolution will be driven by renewable energy, and in the context of energy transition, hydrogen could play a vital role. $BLDP $PLUG $BE
FTA to award $1.47B to modernize bus fleets and facilities $BLDP?
FTA to award $1.47B to modernize bus fleets and facilities $BLDP?
Biden-Harris Administration and the U.S. Department of Transportation Announce $2.2 Billion in Grants to Support Essential Transit Service Jobs Nationwide $BLDP
Holding BLDP for roughly 10 months now, you guys think it will go up soon?
$ADP $BLDP $FCEL Potential of Hydrogen Fuel tech discussion 2022-2030
BLDP pops for +8.58% on news of a partnership with Talgo for a hydrogen fuel cell train
Bloom Energy and The Energy Revolution
What do you guys thinking about $BLDP Yolo? Thanks. I'm new here 🙂
Worksport #WKSP is opening new company with Patent filed
All of my Cash secured puts 6/18 exercised at the money — $AMC $VXRT $BNGO $MVIS $BLDP open puts got exercised just below strike prices even though premiums were high. Does this mean market makers are running out of cash or Is the market going to be bearish next week?
cash secured puts got exercised at the money! What does this mean? My $AMC $VXRT $BNGO $MVIS $BLDP open puts got exercised just below strike prices even though premiums were high. Does this mean market makers are running out of cash or Is the market going to be bearish next week?
WSB Alternative Energy for a Cause
$PLUG $FCEL $BLDP it’s time for the return of fuel cells
I need rent money for the next few months. So I put next month money on these options below. Can the republic of retards do something for one of their own? AGTC, JKS, CAN, and BLDP 😩
BLDP bag holder here, some confirmation bias please?
Nel Hydrogen ($NLLSF)- a low-priced supplier of hydrogen technology
Hyrdogen Fuel Cell Companies - Potential opportunity?
Hydrogen: Dip in the ultimate troll sector?
Mentions
BLDP announces order for 15 MW in the stationary power market https://www.stocktitan.net/news/BLDP/ballard-announces-order-for-15-mw-in-the-stationary-power-kdwihz4l12tf.html
The hard part with nuclear is the timing. We have 1 or 2 plants with actual plans to come online on the pipeline and nuclear and uranium has been mooning for over a year. All speculation with a moderate amount of increased revenue increase. Then there are SMRs.....great concept....has not been scaled yet.....expect big delays. China is crushing nuclear growth and will win the robotics race as part of the efforts they already made. They have almost 40 new plants on their pipeline and more coming. So what is an ai scaling company to do in the next decade?......enter bloom.....enter FSLR.....hydrogen and solar can provide power now....not as well as nuclear.....but those companies don't have 10+ years to wait for nuclear. I'm hold some uranium mining.....I'm over SMR companies for now.....over is based nuclear ETFs or companies for now.....and building larger and larger positions in FSLR, ACES, BLDP and PLUG. Still very for the later 2.....FLSR has great earning and a better pe ratio....and aces is a clean energy etf to invest in companies I don't know about closely. Also have a small position in KGRN ....clean energy China ETF. Nuclear is great.....but the floor will drop when retail catches on to how long those companies will take to scale profits and revenue .. it'll happen.....just the timing will spook investors IMO......especially when it hits media what so is spending on non nuclear power today.
FCEL and PLUG is running on hype. Look at Ballard Power #BLDP. Europe is heavily spending and expanding on hydrogen refueling station infrastructures and also here in the US. The moment these refueling stations are done being built, watch Solaris, Wrightbus, New Flyer/NFI bus manufacturers increasing orders of FCMove H² engines manufactured by Ballard Power and these engines are OEM. These bus manufacturers are also scaling up their bus production in preparation for these refueling stations. Also, Look at Vertiv's OneCore, each OneCore deployed to AI/Data Center, there always a Power Module H2 with it and Power Module H2 is Ballard Power. Look at Vertiv and Anthropic AI in Louisiana is just an example . Look also, commuter and freight trains and marine/ships, small aircraft Ignore negative articles about hydrogen adoption, its written by short traders. Ballard Power is the current underdog but it will swallow up the rest in a few months.
Come on BLDP, you're going to do this for me today right? I'm going to be able to retire after today right?
Get in Hydrogen energy while you’re still poor. FCEL, PLUG, BLDP
thinking about FCEL or BLDP getting in and out for a couple of points
Been saying FCEL, PLUG, BLDP all day yesterday and no one listened
Finally went positive on BLDP, just waiting for it to go negative again tomorrow.
Pay attention to me BLDP
BLDP (Ballard Power Systems) is the stock I invested in. You also got Bloom Energy Corporation (BE), yet that isn't a pennystock. BE sat at 80 dollars when I bought BLDP in December and is now trading at 292.86 dollars. Apart from that you also got FuelCell Energy (FCEL), which moved over 150% in the past month. Or PLUG, but I'm not a big fan of the financials of PLUG.
Build out solar and wind, use the low demand times to make hydrogen for fuel cells in peak times. BLDP, PLUG, etc.
Hydrogen Bubble starting, we are at the beginning 🚀 $BE $FCEL $PLUG $BLDP
Bought plug calls last week after BLDP earnings. I'm chillin tomorrow could be cool.
BLDP is going to make me look like a fucking fool again, I just know it.
# BLDP earnings were very good 2 hours ago
For now market think $BE is the clear winner. I think these are some emerging players FCEL, BLDP, PPSI Yes some of them have run last year but as far as I know only $be has the large contracts like with Oracle and Microsoft. I think that’s the main reason other tickers are not gaining momentum.
For now market think $BE is the clear winner. I think these are some emerging players FCEL, BLDP, PPSI Yes some of them have run last year but as far as I know only $be has the large contracts like with Oracle and Microsoft. I think that’s the main reason other tickers are not gaining momentum.
BLDP, it never fails to make me feel highly regarded
I did a deep-drive on all the fuel cell related companies about 4-5 years ago. I thought BLDP had the best patent portfolio but with them playing automotive pushed me away and BE had significant account issues. The other ones never turned a profit in over 25 years in business. It is always fun to re-visit things.
$BLDP Ballard Power Systems. They're the dominant fuel cell engine supplier for hydrogen buses and trains with 40-60% Western market share, $550M cash against a $715M market cap meaning the entire operating business is essentially free right now. The new CEO just posted the best quarter in company history flipping gross margins from -13% to +17% in 12 months using the exact same turnaround playbook he ran at SunPower, and a cost reduction program called Project Forge hits serial production mid-2026 and cuts their manufacturing costs 70% which isn’t priced in yet. Beyond that the Iran war just made $100+ oil the new baseline which for the first time in this technology’s 47-year history makes hydrogen buses cost-competitive with diesel on total cost of ownership, and the EU and California mandates legally require zero-emission bus fleets by 2029-2030 so this demand isn’t discretionary and the market they already dominate is projected to grow from $1.6B to $78B by 2034 meaning they don’t need to capture new share they just need to hold what they already have. Their next earnings is May 12 and will be the first report that will show whether the oil shock is converting to signed orders which is the institutional re-rating trigger, downside is structurally limited because $1.83/share in cash means you can’t lose more than 21 cents on the dollar at current prices, and the reverse DCF is almost comical: for this stock to be fairly valued today you’d have to assume a 47-year-old company with dominant market share and record revenue somehow generates zero cash flow forever. Not financial advice, do your own DD, but if you want a high-upside asymmetric setup with a hard floor this is the cleanest one I’ve found.
The nice thing with oil prices going nuts is alternative energy getting a boost. BLDP got a nice little boost from it.
Holding BLDP and praying it goes up another 13% tomorrow.
BLDP moving up steadily and has news.
lol, the hydrogen bubble was 2019.. 2022. Gotta wait another decade for the Third Coming of Hydrogen Jesus. I say this as a BLDP holder from the mid 2000s. i will still somehow lose money on PLUG puts
think about the fact that people who are long on tickers like QBTS, RBLX and BLDP and have made a *stupid* amount of money in the past year while people buying fundamentally good, growing companies have either treaded or lost money. and don't feel bad about anything.
About a year from now there will not be near as many comments on these space stocks and other speculative AI stocks. Just my opinion that there will be a hiccup in this market before the end of next year. The PE is too high, too much hype and not enough earnings. PLTR and TSLA are priced for perfection. Some of these hyped stocks remind me of back in 1999 when I bought and sold BLDP multiple times. Good thing I didn't hold on too long! I am sure there will be many folks that will have some negative remarks on this post, but I am a follower of Buffet, he has been selling stocks and so have I. The only difference is that I have a decent sized portfolio of gold stocks. Recently sold covered calls because I think even gold is over bought. AI is so overblown, I can always tell by the number of emails I get talking about AI. The same thing happened when marijuana stocks were the hot thing, and many years ago when the internet would change the world. Of course the internet did change many things but even Microsoft and Oracle took a big hit. I would not touch any of the MAG 7 or SPY at the current prices. If you are young I would DCA into this market, but at a slow pace! It has been too long since 2000, too many folks think this time will be different, and also too many were not old enough to be invested in the market. Remember the lessons of the past!!
$FCEL on the watch list You’ve got a natural gas → AI energy solution that actually exists, last quarter’s ~100% YoY revenue jump, and now a legit fuel cell sector move in $BE $BLDP $PLUG starting to heat up. If this AI power narrative catches any real flow, $FCEL is tiny enough to go real high - you won’t feel your face
So what's everyone's strategy for this?? I'm mostly in puts on overvalued stuff (PLUG, BLDP, QBTS, so on) but I wonder if some OTM QQQ calls with 2-3 weeks on them could be a good enough if I'm wrong without shitting on the my profits if I'm right. anyone else? how are you guys going to navigate this thing? remember on top of NVDA it's also multiple retail Canary stocks.
For anyone who wants the easiest puts in the world, "The market" (I'm guessing retail investors??) are betting up the stocks of FCEL, PLUG and BLDP in sympathy with Bloom Energy. All three report their earnings soon. A quick glance at the difference between Bloom's tech, size, economy of scale, and serviced market VS the other companies should tell you very plainly that this market activity makes zero sense. positions: FCEL 10P Jan 16, PLUG 3.5P Jan 16, BLDP 3P Feb 20
$BE up over 1,300% from its 52-week low while $FCEL quietly doubles. Bloom Energy ($BE) converts natural gas into clean electricity without combustion, providing scalable, reliable power. The company reported 57% quarterly sales growth to $519 million and surged toward all-time highs near $133 per share. Before the move, Bloom’s market cap stood close to $26 billion. The current after hour price ($133) sits well above its 52-week low of $9.02, representing a rise of roughly 1,374%. FuelCell Energy ($FCEL) remains highly undiscovered yet delivered 97.27% quarterly sales growth to $46.74 million. Its market cap was around $250 million before today’s move. Its current price ($7.85) is up from its 52-week low of $3.58, showing a gain of about 119%. Reports from hydrogen-only PEM fuel cell firms like Plug Power ($PLUG) and Ballard Power Systems ($BLDP) are due soon, which will offer a comparison of growth and energy-demand strength in the sector.
I tried a different prompt strategy today and the output was whack. Running deep research again with my usual prompt. Yesterday, it told me to pick up AUR (currently up), BLDP (was up at open, now down), GRAB (currently up), EVGO (currently up) and it told me to buy shares of UROY, not calls.
FLT.V, [ARA.TO](http://ARA.TO), BB, BLDP, JOBY
Fuel Cell Rally Continues – Big Gains Rolling Into Premarket! Top movers (Premarket % gains): • $FCEL: +9.11% premarket • $PLUG: +6.58% premarket • $BLDP: +4.82% premarket • $BE: +0.60% premarket Momentum across the entire hydrogen & fuel cell sector continues overnight with strong follow-through buying.
BLDP is make the comeback if the millennium #Without reverse splits!
$BE has proven that solid oxide fuel cells can scale with data centers, helping drive its valuation to around $20B. $FCEL also has SOFC technology but is prioritizing MCFC. That focus delivers power and cooling today using already available competitively priced natural gas while capturing carbon, putting it on a quicker path to profitability. Later, $FCEL can transition to hydrogen as costs come down in the next five to ten years. $PLUG and $BLDP remain centered on PEM fuel cells, which need hydrogen to become cheaper and more widely available before they can serve as more than backup power. With a market value under $500M, $FCEL stands out as the most overlooked bridge between the natural gas economy of today and the hydrogen economy of tomorrow.
The fuel cell rally continues! Daily Leaders in Fuel Cells • $PLUG: +14.6% today, leading the pack on volume (83M shares). • $BLDP: +5.7% gain. • $FCEL: +3.5% gain. • $BE: +2.3%, hitting a new 52-week high ($88.08). Market Caps • $BE: $20.25B (by far the heavyweight) • $PLUG: $3.11B → BE is $17.1B ahead • $BLDP: $864M → BE is $19.4B ahead • $FCEL: $261M → BE is ~$20B ahead Plug leads today’s rally, but Bloom dominates market cap with a huge lead over every competitor. FuelCell Energy has the most to catch up.
"" Goldman Sachs Group Inc. raised its stake in Ballard Power Systems, Inc. (NASDAQ:BLDP - Free Report) TSE: BLD by 20.3% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,916,541 shares of the technology company's stock after acquiring an additional 829,012 shares during the quarter. Goldman Sachs Group Inc. owned about 1.64% of Ballard Power Systems worth $5,408,000 as of its most recent filing with the Securities and Exchange Commission.
These companies should learn a thing or two from BLDP
Ballard BLDP is about to make the comeback of the Millennium. #Without diluting shares and stock splitting.
#BLDP outta left-field! I can't wait to see how my investment is doing. I bought 5 years ago
itll go up, but itll be choppy for a while if you were looking for a risk/reward play thats cheap with an entry currently BLDP is one of the few i know will rocket from current prices (not financial advice or prediction, just opinion 🫡
Anyone remember when we were betting on cowfarts being the next big thing? Probably about 4 years ago now. $CLNE $BLDP $FCEL
# ATAI and BLDP holding those.
Ill stick with BLDP for a check. I had my hands cut hard a few years back on hydrogen, but most the stocks are beat down pretty well. Basically my theory is using it as a kerosene replacement for aircraft and rocket fuel, but this is all in its infancy
My BLDP price says otherwise 😂😂
Could you search BLDP on squeeze finder?
Good for you. Don’t listen to the folks telling you you’re not ready, or it’s not worth it because the amount is small. These fools who are telling you to wait are the same ones telling you that time is your most valuable resource. You have a great opportunity to start your learning journey with low stakes. Pick a company that you truly believe in, and are willing to stick with forever. See how it plays out over your lifetime. Learn what its P/E is and how it changes. Learn what voting shares are. You’re gonna get an cheap education while following a company you like! Neat. I started my investment journey with a similar story. Had $200. I bought BLDP. It’s done terribly, but I’m one of the few people here who have watched how a single stock performs over twenty years, reacts to various news cycles, economic upturns, downturns, rate cuts, etc. I still own it. I still watch it. I’ve also done better investing than probably any person that’s going to reply to this thread, and *the reason for that* is because I started learning so early: When my opportunity came, I was prepared. I wasn’t someone just waiting until I had “enough” to start figuring it out. Be me. Figure it out now. Learn aggressively. Don’t wait.
Must be a big holders. If you are going to look into fuel cells the better plays are Bloom (BE) followed by Ballard (BLDP) - both have more experience and significant patent portfolios.
Can't forget about FCEL PLUG BE BLDP
Yes, kind of like BLDP, although they are hydrogen. Energy is a great segment for future growth in all forms.
I have owned PLUG for years and kick myself for not getting out a few years ago, or near it. same with BLDP. now I may as well hold for eternity.
ALL IN moon shot $BLDP data center power partnership w $VRT. Can 2x - 3x
I just woke up from a 12 year coma. Now that I'm in the future, I can't wait to check my favorite hydrogen stock BLDP. I must be rich.
FCEL is probably the weakest of the players in the fuel cell market followed by PLUG > BLDP > BE. BLDP probably has the best technology. I suspect they increase their board for diversification reason or bring in individuals with particular expertise.
I don't know if it is- I am the definition of a beginner trader. I don't have any conviction with BLDP; I was looking for a 'above average risk' play within the energy sector; and i'm not sure how ended up with these 2 as my selection. I'm not so sure anymore!
I have no opinion but Ballard Power is a name that I haven't heard in a while. I remember losing some money in that investment a few decades ago. What makes you think that BLDP is a good investment today?
$NKLA, $FCEL, $TLRY, $BE, $BLDP all good stocks to look into The first one I would literally look into RITE NOW 3/28/24 12pm The rest within the next 8 years I can see big profits
$NKLA, $FCEL, $TLRY, $BE, $BLDP all good stocks to look into The first one I would literally look into RITE NOW 3/28/24 12pm
BLDP... I bought back in 2019 as I'm a big believer of hydrogen. I have almost 4000 shares at $3 and some change... every time it dips below my cost average, I buy more. Not bag holding BLDP, but I am bag holding PYPL like so many of us in this sub. Hindsight is 20/20, but man, what a bad buy. I don't know what they're going to do to grow, especially since Apply Pay eats away at their market share.
maybe hydrogen power is not ready for prime time... well at least HDRO is at around $6 from $29 awhile back... that is to say i'm glad i didn't buy it at $29... good luck to PLUG holders... i kind of like BLDP Ballard -- also part of HDRO honestly, it looks like the hydrosphere is generally cheap compared to 2-3 years ago..
BLDP. Bought it 20 years ago during the initial hype. Figured they be making money by now.
PLUG BLDP FCEL …. Was sold on the whole hydrogen market and ya.
I had 3 of these. I got lucky in FCEL and got out quick dead even. I'm still in BLDP, I do still think there is a future here with hydro. Never got into LCID, like the cars but I can't see how it's profitable. Oh NIO, how I loathe holding you. I've considered taking the L but I'm still holding. My other outlyer from you is LAC. Got in after the split and have just been watching it tank hoping earnings will bring it back to life. Goodluck mate, we're going to need it
BLDP - avg price $13 current price $3.23. Net loss above $1000 NIO - avg price $16.53, current Price $5.93, Net Loss above $900 FCEL - avg price $4.xx, current Price $1.30, Net loss above $500 LCID - avg price $10.xx, current Price $3.52, Net Loss above $900 ​ All other stocks & ETF that i own hasn't given me profits yet to make it even
How about Ballard BLDP in the hydrogensphere?
Maybe a money maker could be if solar, water and energy storage could be a combination of industries that should see a lot of growth. Solar could be an energy source for water desalinization. Then pumping water uphill could be done for energy storage and water storage. But knowing which industry should be developed doesn't guarantee that investing in it will pay off. The best solution for people and the planet doesn't always materialize. Liquid hydrogen fuel vehicles should have been developed, yet PLUG and BLDP still are not making any money for investors. Years ago BetaMax VCRs was better than VHS VCRs, but VHS won because of the money behind it, and then DVRs won because the whole industry forced video recording devices that don't have removable storage. Also Firewire IEEE1394 was a better computer connector than USB, but USB won because more money was behind it. Because I can't predict what way things will go, as I said before that it's best to diversify into many industries such as index stock funds and some income investments.
I have valuations on several of these companies, message me if you’re interested . To put it simply I would sell PLTR, NVDA, MARA, DDOG and buy more AMZN, VZ, and OPEN. I would also sell BLDP and buy BE (if you really want to be exposed to that sector). I’m not too sure about the others. I have other ideas on what to do with money harvested from the moves above but it would take up too much space here.
BLDP - I’m the hole right now on it by 50-60% and actually wondering what I should do with it.
Excited for NKLA, PLUG, BE, BLDP, MMM, PTRA action next week 🥳🥳
Lol sold some more of those 2p’s for 1.47 Def going to go short QQQ’s some point this week. Too too heavy. I see mega caps coming down, spec growth moving up still. Look at PLUG, BLDP.. great news spikes and lost it all so quickly. Play for the double tops but it seems likely they’ll push through if they retrace back up.
Sector been rolling on positive news.. but BLDP says they’re ramping up components production
I chalk it up to being poor. I have both AMD and NVIDIA in my portfolio, but I don't make enough money that I can take big risks on individual stocks. I'll throw a little bit of money at them, but ~90% goes to S&P 500. I had good success with both of them, Microsoft too. I have been dead fucking wrong on BLDP though.
NKLA, PLUG, BLDP .. future getting written at ACT Expo today 🤑
Added BLDP and PLUG to my NKLA pro-FCEV position 😎
I will never trust [Nikola (NKLA)](https://www.barrons.com/articles/nikola-founder-trevor-milton-resigns-amid-fraud-allegations-the-stock-is-tumbling-51600681722). CFRA and Morningstar like $PLUG and $BLDP more than $FCEL and BE. Conveniently, they are also much closer to what you are looking for. *Hydrogen Fuel Cell Manufacturers (Vehicles & Stationary)* Plug Power Inc (PLUG) Ballard Power Systems Inc (BLDP) *Hydrogen Fuel Cell Manufacturers (Stationary only)* Fuelcell Energy Inc (FCEL) *Fuel Cell Manufacturer* Bloom Energy Corp (BE)
PLUG is a major holding of mine as well as BLDP. I’d rather not discuss performance because I’m trying to be in my happy place.
As I see you got a lot of criticism because of Milton, but hydrogen does have a place in the transport segment particularly trucks, buses and heavy equipment, but NOT passenger EV as batteries are too well entrenched. The US is behind the EU and China. Here is [a report on hydrogen in the EU](https://www2.deloitte.com/content/dam/Deloitte/fr/Documents/energie-et-ressources/Publications/etude-fueling-the-future-mobility-long-haul-trucks.pdf). With NKLA partnering with Iveco is a very positive sign and could reap big rewards. I however decided to play the segment with the BLDP, a premier fuel cell supplier with presence in both the EU ad China.
BLDP - Hydrogen tech company. Electric may dominate the car market but hydrogen is looking much more efficient for bus, train, aeroplane, truck etc future.
Yes, the only thing is Europe and China are far ahead in its utilization for buses, trucks and heavy equipment. Here is an [2020 report on the EU](https://www2.deloitte.com/content/dam/Deloitte/fr/Documents/energie-et-ressources/Publications/etude-fueling-the-future-mobility-long-haul-trucks.pdf). I do not see it being utilized for passenger vehicles because batteries are well entrenched. You will hear arguments about blue vs green hydrogen and safety handling and transportation - all BS as we have using hydrogen in chemical processes for centuries. With respect to players, I would stick with APD or Linde and would personally avoid PLUG as they have never turned a profit in over 25 years, have no real expertise in running hydrogen purification facilities and very low insider ownership that sell at or near peak prices. They have also purchased business using share dilution with AMZN and WMT - very suspect businesss for them but great for AMZN and WMT. I would also look at BE and BLDP as fuel cell suppliers.
4 levels of risk 45/35/15/5 % respectively Brk.b IRM BLDP SEOVF
Cleantech companies are not obsolete NRW, PLC, WPRT, BE, BLDP
First, Hydrogen is not speculative. The US is just way behind Europe and China both on infrastructure and utilization. Here is a [slightly old report](https://www2.deloitte.com/content/dam/Deloitte/fr/Documents/energie-et-ressources/Publications/etude-fueling-the-future-mobility-long-haul-trucks.pdf) on the EU. It will never be using in passenger car but is best suited for buses, trucks and heavy equipment. With respect to PLUG, I would avoid as they have never turned a profit in over 25 years and are now expanding outside it expertise range. They also consistently give deals to get utilization but then significant dilute shareholder equity. The also have low insider ownership. I suspect one of the two major hydrogen players - Linde or AirProducts to but their facilities once they cannot operate them efficiently. BLDP and BE will probably be the long term fuel cell providers as they have the technology, expertise and patents. BLDP is also well positioned in China with major partnership with many trucking and bus firms. FCEL too small and will survive but will always be bottom of the heap.
I am getting more heavily into hydrogen ETFs and individual producers. Part of what concerns me is how they will probably get wiped out by big energy companies moving to hydrogen. She'll and BP aren't dumb. They're energy companies, and if that energy is hydrocarbons or hydrogen they are allocating massive capital to be the biggest players in energy markets. US energy companies are laggards in renewables investment, and I think they're going to get out manoeuvred by international companies. For those who think it's dumb: There are demonstrated economic end uses in heavy duty high mechanical availability applications, like long haul trucking, mining trucks, and forklifts. Basically, things that are on almost all the time and need a lot of power. I think the moves by Airbus to build hydrogen hubs, and airports seriously starting to invest in these logistics systems is a huge green flag . Current positions: lots of HJEN, and Fortescue metals who own FFI. I am also considering buying Cummins and Shell as they transition more. I wish I could invest in Zero Avia, and will probably pick up some Airbus and Alstom. Used to have lots of BLDP, might grab it again but holding enough through HJEN I think.
>I think they still have some room to fall. Maybe, but I don't think very much. If fall 50% and don't recover within 12-18 months it's a done deal. Especially for BLDP and FCEL I think it's quite likely they're not gonna make it. That doesn't mean investing now is a great idea :P But it's basically now or never. But if they can do 3-5x their current revenue I agree it will probably work out eventually. Although I do think your picks are particularly speculative/risky.
I like BLDP, PLUG, and FCEL. Held all.of those from 2019 - 2021. I wouldn't mind re-entering again sometime, but I'm not ready yet. I think they still have some room to fall. I really like Hydrogen as a stepping stone if nothing else. Seems like something that will work well eventually.
BLDP, CP, RY, FM, MMED. Go pound sand, ya hoser.
I think they are smart enough to do just that. Lx vehicles are going to be close to economically necessary soon. That and hydrogen for industry vehicles are going to be a big deal. BLDP. It's a long game position. Bear is for snapping up long term winners on a discount. Red is scary. Scary fun.
What you guys think about FCEl, PLUG and BLDP
I would only stick with the large hydrogen suppliers like APD or Linde. PLUG has been business for 25 years and never turned a profit. They keep touting their green hydrogen but have no expertise in construction, operating and maintaining such infrastructure. The US is way behind EU and China in this area, but are making progress. Here is a article on [EU Hydrogen](https://imgur.com/gallery/l4kRErK). The best fuel cell providers are BLDP and BE in my opinion.
As stated this top secret one and a few others. But I have also bought a few that some people may frown on. However these are not longterm to me as I dont see them ever following the curve up like S&P etc. I have been buying again for the last weeks. CCL NCLH RCL PLUG BLDP and a few others. I dont see any of these as major gainers. However I see they are at lows and worth the buy as all of them will go to at least double sometime in the near future. For example. RCL I got at 23 I think it was in the pandemic shut down. When it hit about 47, I sold half of what I had purchased. When It dipped into the 40,s I started to buy it again and will this time sit on it until it reaches close to its pre pandemic high. Its right now in the 50$ range so I am already up again. This may not be a good idea to most of you. But for me this is more of a game. I have my retirement set up with other things so this is something interesting to do and learn from.
Invest in PLUG or BLDP or FCEL. My answer for your question is a serious Yes.