Plug Power, Ballard Power, FuelCell soar after Tesla Europe expansion news


The biggest beneficiaries from news of Tesla's expansion in Europe and big move in batteries via its Gigafactory plans are fuel cell makers like Plug Power (PLUG +11.6%), Ballard Power (BLDP +18.6%) and FuelCell Systems (FCEL +20.1%); shares of each are surging past 52-week highs (again).

Fuel cell makers also have been on a tear since PLUG announced last week a deal with six Wal-Mart distribution centers, and investors are betting that PLUG's success will lead to similar performance from its peers.

Also: ZBB +49.9%, ABAT +9.8%, ENS +3.4%, ULBI +2.8%.

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Comments (27)
  • LYogi
    , contributor
    Comments (3107) | Send Message
     
    Who has the IP as the first-mover in HFC technology?

     

    Who has their footprint in diverse sectors such as telecom, automotive, mass-transit?

     

    BLDP.

     

    In the end, all roads in this sector will move through them.
    4 Mar 2014, 02:47 PM Reply Like
  • ted lujan
    , contributor
    Comments (1626) | Send Message
     
    I would like to add ZBB energy to the list of hot stocks. Their Zinc Bromide battery is in a class by its self. The stock is up 52% today on good volume from a very cheap base.
    4 Mar 2014, 03:01 PM Reply Like
  • pensaman
    , contributor
    Comments (214) | Send Message
     
    It is high Tesla embrace Hydrogen fuelcell as a range extender. with License package from PLUG Power before the chinese buy them out. Elon Has the money... Do it fast Elon... Toyota, Honda and Hyundai are gonna take away the business soon..
    4 Mar 2014, 03:20 PM Reply Like
  • pensaman
    , contributor
    Comments (214) | Send Message
     
    BLDP and PLUG i sthe best combination. It took them 16 years to refine and Cramer is pounding on that fact. But Cramer is not giving credit for their resurgence. Rejoice people... PLUG and Ballard Power will rock the world. When Tata runs Ballard powered Buses, BLDP will get another Kick upwards..
    Tata is a great company in India. Read Lipton Tea leaves made by TATA of India...
    4 Mar 2014, 03:24 PM Reply Like
  • Doewap
    , contributor
    Comments (1004) | Send Message
     
    Pensaman, Lipton is a Unilever brand. Tata Tea is big in India, but it does not make Lipton.
    5 Mar 2014, 05:39 AM Reply Like
  • slcUTAH
    , contributor
    Comments (542) | Send Message
     
    BLDP and PLUG could be the 'big player' stocks for the next decade as they are barley going to start the bottom of the 1st inning . If there's any pullback in the next week or so I will add to my positions. Best regards.

     

    -Cheers.
    4 Mar 2014, 03:44 PM Reply Like
  • GameKing13
    , contributor
    Comments (623) | Send Message
     
    Never heard of ZBB in this sector. Are they a nobody?
    4 Mar 2014, 03:50 PM Reply Like
  • just read the instructions
    , contributor
    Comments (740) | Send Message
     
    What is the logic that connects Teslas supercharger stations with fuel cells? It is much more economic to connect them to the grid than use tremendously expensive H2 to produce electricity.
    And the alternative: Someone charges both electricity and hydrogen. Great. So you have the mass for the impact and the low ignition point of hydrogen. Sounds like a perfect suicid bomber car.
    After the first incident these cars are banned. Guys,wake up, you are mesmerized by momentum and PR buzz.
    4 Mar 2014, 04:02 PM Reply Like
  • philblock
    , contributor
    Comments (246) | Send Message
     
    just read the instructions:
    I suggest you do some research on H2. What do you think the gas coming into your home consists of? What do you think the gas that you use for your outdoor cooker consists of? What do you think the gasoline you put into your car consists of? What do you think the liquid that powers airplanes and diesel engines consists of, etc., etc? H2 of course. H2 is a lot safer than gasoline and in a car crash burns upward and produces H2O. The gasoline leaves you full of carbon and some nasty burns. Gasoline, being heavier than air, runs around on the ground cooking everything above it. As for those chargers, all they do is upset the grid and add to the fragile balance of power on the grid. Your emotion does not compute.
    4 Mar 2014, 07:30 PM Reply Like
  • Doewap
    , contributor
    Comments (1004) | Send Message
     
    You are confused by the horrible effects of the hydrogen bomb which applies fission to cause fusion, not combustion. In combustion, hydrogen is quick, hot and aggressive, but not sustained and spread out, as is a petrol or diesel fire.
    5 Mar 2014, 05:44 AM Reply Like
  • Another Curious George
    , contributor
    Comments (2) | Send Message
     
    Looking at TSLAs presentation on the Gigafactory, I am trying to put the puzzle pieces together with the statement from the article above:

     

    "The biggest beneficiaries from news of Tesla's expansion in Europe and big move in batteries via its Gigafactory plans are fuel cell makers like Plug Power (PLUG +11.6%), Ballard Power (BLDP +18.6%) and FuelCell Systems (FCEL +20.1%); shares of each are surging past 52-week highs (again)."

     

    I couldn't find any reference to fuel cells that were supposed to charge the batteries. Instead it looked like solar panels were in the planning. As much as I am a fan of fuel cells, I can't really follow the above. What am I missing? Can anyone help me out?
    4 Mar 2014, 05:43 PM Reply Like
  • philblock
    , contributor
    Comments (246) | Send Message
     
    Another Curious George:
    I would be glad to help you out! Just show me where you came in! Fuel Cells, solar cells, rechargeable batteries, wind power, water power, all have a place in providing clean energy (electricity). They can work together or separately, and that is the beauty of the whole situation. Over time engineers and scientists will develop all sorts of configurations using the various power supplies. It took 125 years for the ICE to finally become a decent piece of equipment. Progress takes time. So....give it some time!
    4 Mar 2014, 07:39 PM Reply Like
  • samson362
    , contributor
    Comment (1) | Send Message
     
    I'm not an experienced investor and honestly, I don't have enough money invested to matter to anyone but myself. I read articles and comments on SA every day trying to learn. I bought into BLDP several months back after spending weeks reading what others had to say about them and researching as best I could. I am long on BLDP for probably the worst reason, I believe in their product. So far, it's been my best investment.
    4 Mar 2014, 09:00 PM Reply Like
  • Dr_Reams1
    , contributor
    Comment (1) | Send Message
     
    BLDP highly volatile and produces electricity via Hydrogen gas only. Less volatile and has more solid/global footprint using multi-gas fuels is FCEL. FCEL platforms offer diverse range of use from small scale to large scale power production. Although these companies are behind in profits; reduction in production costs and the need to to use more efficient power plants will bring these companies into the black. Profits will allow expansion to meet the backlog of orders. Five-ten years and Fuel Cell hybrids will be the norm.
    4 Mar 2014, 09:00 PM Reply Like
  • manfredthree
    , contributor
    Comments (3087) | Send Message
     
    If Elon does not figure out how to end range anxiety entirely with a Plug style hydrogen based range extender, his BEV competition will do it for him. It really is that simple. We can be purists at heart, but only until our competition comes up with an optional mini range extender that can also provide the non-mileage energy to keep your butt warm in northern climates. True luxury, for what we believe could weigh as little as a hundred pounds plus hydrogen.
    5 Mar 2014, 01:08 AM Reply Like
  • Doewap
    , contributor
    Comments (1004) | Send Message
     
    Tesla has NOTHING to do with either Ballard or Plug and this 'news' item is therefore completely pointless. Research BLDP and PLUG to find out why they are booming.
    5 Mar 2014, 05:45 AM Reply Like
  • maxskimr@gmail.com
    , contributor
    Comments (56) | Send Message
     
    Zinc bromide batteries are the perfect alternative for EV's since they will last forever, can be depleted to zero without any damage to the batteries, and best of all, will never have to be replaced in the car which is the bane of the normal battery packs supplied in EV's to date. ZBB is a small company developing the most amazing batteries for up to now wind, solar and hydro power systems. But their batteries will work wonders in EV's as well.
    5 Mar 2014, 10:12 AM Reply Like
  • fotonomad
    , contributor
    Comments (8) | Send Message
     
    Of the 3 companies mentioned in this article heading, FCEL is the most overbought and overhyped. First, it has NO connection to the PLUG / Wal-Mart agreement, which itself is already a massively overhyped deal. Second, FCEL has a mean analyst price target of only $1.94 (vs. it's current trading @ $ 3.15), The Street rated it a "SELL", even just a few days ago, before the dramatic run-up in price, and the company is poised to make a massive additional offering of shares, which will create a very significant dilution of individual, current per-share value. Everything about this screams that it is irrational momentum buying due to a very flimsy association to another company in the same general industry (PLUG), and FCEL is begging to be shorted. Finally - to Doewap's posting - yes, I agree, NONE of these 3 companies have ANYTHING whatsoever to do with TSLA's supercharger build-outs in Europe.
    5 Mar 2014, 12:18 PM Reply Like
  • ted lujan
    , contributor
    Comments (1626) | Send Message
     
    ZBB energy up another 40% today. This a small company with a great product. would not be surprised if it is not a take over candidate by a much larger company.
    5 Mar 2014, 12:28 PM Reply Like
  • speculative
    , contributor
    Comments (1625) | Send Message
     
    Maybe hype has a lot to do with the recent run up of this industries stocks. Hype is actually good when it is presented with the future perceived value these companies will bring to the table. Just look at Tesla since it is mentioned here regarding their expansion in Europe. Does anyone here really believe that TSLA is worth even 25% of what it is trading now? I don't think so. But what holds for TSLA's future is what the stock is trading at. They sell in one year what Ford sells in one day...go figure. So what makes this so called "hype"? FCEL for one has complete projects and the most recent ones with POSCO and Dominion and revenue generators. FCEL came slightly shy of being profitable last quarter and hadn't received revenue from Dominion. Upon completion, payment was to be remitted that will count towards this quarter and unless some huge unexpected unforeseen expense(s) prevents them from being profitable this reporting quarter and/or any future ones, they should have an excellent reporting.

     

    How do these companies relate to Tesla? Well, maybe it is how their power stations are going to be built to charge Teslas' cars. Do we believe we will maintain all charging stations powered by antiquated grids? Maybe for the time being but all that is changing and changing fast at an alarming rate as the preferred source. Catastrophic events alone will be a realistic need for this industries technology. No longer will charging stations be at the mercy of a grid when a tornado or hurricane takes down the grid. This is already a benefit for homes and other buildings currently powered by Fuel Cell technology. So, it's not just about Forklifts, it also includes manufacturing companies, cars, boats, planes, skyscrapers, trains, submarines, all the military branches in the US and abroad. I'm sure you get the picture.

     

    Bottom line; this is just the beginning of something that while it took forever to get to where it is today, it is here today, tomorrow and unless some new technology some decades later does to this technology what it is doing to our current source of electricity, it will be here for the next century and beyond.
    5 Mar 2014, 02:23 PM Reply Like
  • Another Curious George
    , contributor
    Comments (2) | Send Message
     
    Thank you Doewap and fotonomad,
    FCEL having nothing to do with the Giga factory is just what I suspected. Surprisingly, many market participants still refer to FCEL as a "battery maker", which is of course nonsense. Sadly, "The Street" is one of them, so I would never go by their opinion, which, when it comes to fuel cells is always the same (sell). They are smply not into this. I would also not place any bets on a mean analyst price target of any kind. For one, price targets are simply a moving target, with some analysts' valuations being very dated. With equities that only attract a small coverage, the assumptioncs are also way apart. Just taking the average means that both are right "in a way". However both could be wrong, or just one of them sort of right with the other one being dead wrong. Oftentimes analysts have a broad universe to cover and simply don't have the time to gain a full understanding of the underlying business models.
    5 Mar 2014, 02:25 PM Reply Like
  • fotonomad
    , contributor
    Comments (8) | Send Message
     
    ZBB - another company with an insane jump in share price (over 40% yesterday, on volume 50 TIMES the daily average. This company was compelled by the NYSE to do a 5-1 reverse stock split just 4 months ago, just to keep their minimum share price within regulations. Also, check out their web site for their most recent quarterly report - it is worse than bad. Also, they are switching out top management people. Does this sound like a company that should enjoy a one day 40%+ bump up in stock price on 50X their average trading volume? This is just one of several companies riding the PLUG / Walmart deal - speculators hoping anything remotely related to the Fuel Cell industry will ride PLUG's wave.
    6 Mar 2014, 02:00 PM Reply Like
  • bd4uandu
    , contributor
    Comments (2074) | Send Message
     
    I agree I have held ZBB for awhile. It's had it's share of problems mostly dilution. This Korean deal will prop them up for awhile but they really need some orders leading to profits. They do have a unique product but I believe there are a couple other in the zinc battery area. Maybe with the larger battery thats being developed more sales will come from grid storage. If there is market for it there is also a big elephant (GE) that could probably move in to it. I sold half and so my current holdings I can afford to see what shakes out. Would I buy at these levels I don't think so.

     

    ZBB catches a break ...http://bit.ly/1czlWvI
    6 Mar 2014, 08:00 PM Reply Like
  • ted lujan
    , contributor
    Comments (1626) | Send Message
     
    Who is to say that GE is not buying ZBB? The trading seems to be chunks of large trades followed by small trades, mostly to the down side. I have been selling into the rise, but I still have a very good position. Why will management not make any comments on the unusal activity on their stock? 
    7 Mar 2014, 05:15 PM Reply Like
  • Mike P.
    , contributor
    Comments (83) | Send Message
     
    In the recent past it should be noted that PLUG was involved in serious litigation regarding insider trading among other things.

     

    Here is a link to the site: http://bit.ly/PnG1uq

     

    The original complaint charges defendants with violations of Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated
    thereunder by issuing a series of material misrepresentations to the market
    between February 14, 2000 and August 2, 2000, thereby inflating the price of
    PLUG stock. PLUG is a developmental stage company in the business of
    designing and developing fuel cells for commercial and residential use. In
    February 1999, PLUG partnered with General Electric and formed GE Fuel Cell Systems LLC, which was dedicated to providing marketing, distribution, service and installation and maintenance of residential fuel cells through GE's global network. The complaint alleges that PLUG's contract with GE was a material, if not the most important, asset of the Company. The complaint further alleges that PLUG failed to disclose that PLUG was unable to produce fuel cells in conformance with the contractual specifications in the GE contract and that, as a result, the Company's relationship with GE was subject to increased risk and uncertainty and GE would be able to terminate its agreement with PLUG without having to purchase PLUG fuel cells. The complaint further alleges that the Company failed to disclose that (i) PLUG's fuel cell technology was not commercially viable and the Company's plans to refine its technology were not meeting with success and (ii) PLUG would experience greater operating losses than anticipated by the market and therefore would not be profitable in the near future. As alleged in the complaint, on August 2, 2000, PLUG issued a press release disclosing (i) that it would cut its fuel cell systems manufacturing schedule to 125 systems for the year; (ii) that it would have operating losses which would continue through the year 2003; and (iii) that PLUG's fuel cells would not become commercially available until 2002 at the earliest. Prior to the disclosure of the true facts about the Company, certain PLUG insiders sold personally-held PLUG common stock to the public, generating proceeds of $9 million.
    11 Mar 2014, 07:45 AM Reply Like
  • Mike P.
    , contributor
    Comments (83) | Send Message
     
    I dont think Ge wants anything to do with Andy Marsh and Plug Power, it is obvious that this company has a past of ripping off shareholders.
    11 Mar 2014, 07:46 AM Reply Like
  • vicsel
    , contributor
    Comments (3) | Send Message
     
    Honda had a plan for home generated hydrogen with solar power for auto fuel cell
    which would also produce electricity for the home. Anyone know if Honda still
    interested?
    21 Apr 2014, 07:14 AM Reply Like
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