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phenix

phenix
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  • The Silliness Of Tesla's 10kWh Back-Up Battery [View article]
    The TESLA battery may be a slight improvement over other versions offered but as a means of storing energy it does not seem revolutionary. If I were Tesla I would be worried about the competition....hydrogen fuel cells of the type produced by Ballard being one of them. All imho.
    May 3, 2015. 11:13 AM | 1 Like Like |Link to Comment
  • Why Ballard Power Systems Is A 'Strong Underperform' [View article]
    Credits are important and are certainly in place in China....I think China and India could be huge for BLD...yesterday's announcement of a sale to a major telecom in India was very promising. All imho.
    May 1, 2015. 12:58 AM | Likes Like |Link to Comment
  • Ballard Power Systems misses by $0.13, misses on revenue [View news story]
    According to the press release the Q1 EPS is .05 not -.06 as stated above....the miss should be -.02 If I am misreading the press release please correct me. All imho.
    Apr 28, 2015. 10:54 PM | 2 Likes Like |Link to Comment
  • Can Ballard Power Systems Survive Another 10 Years? [View article]
    Don't understand why the author didn't just write an MVTG article...it seems as though the real motive here is to promote MVTG not to discuss Ballard at all. Promoting M is fine, of course, the means used just seems a bit disingenuous.
    Meanwhile, back in the world of BLD (the subject of this article), earnings should be out after the bell today or early tomorrow...should be interesting, particularly any forward guidance that we may get. I am optimistic that the sales in China will increase going forward....maybe Apple and BLD have that in common (not that I expect BLD share price to reach the level of Apple this year or even next year....I would be happy if we eventually went to slightly above the historic high - say around CAD200).
    All imho.
    Apr 28, 2015. 02:04 PM | 1 Like Like |Link to Comment
  • Why Ballard Power Systems Is A 'Strong Underperform' [View article]
    So BLP has been sitting on their hands for the last 30 years? The many patented advancements in fc technology created or purchased by BLD count for nothing. Is that your thesis? Development and implementation of revolutionary technology does take time and money. It also takes support from government/industry with has been in short supply....that is now changing. Yes, of course there are challenges with fc technology but it is still beats the alternatives - most of which truly are no longer high tech.......all imho.
    Apr 26, 2015. 01:16 PM | 2 Likes Like |Link to Comment
  • Why Ballard Power Systems Is A 'Strong Underperform' [View article]
    Actually I don't think anyone is really trying to manipulate the sp but it may be that short sellers are having an impact....they can't keep the price down for ever in the face of good news stories like the ones we have seen recently so the current low sp could be a buying opp. The upcoming Fuel Cell Summit next week in Vancouver could give us some more good news as announcements are often made at such summits.....all imho.
    Apr 21, 2015. 11:26 PM | 2 Likes Like |Link to Comment
  • Why Ballard Power Systems Is A 'Strong Underperform' [View article]
    I think your suggestion that the author provide a link to the reference group makes perfect sense. I suspect that BLD is being compared to large cap firms like Mitsubishi....which makes no sense at all imho.
    Apr 20, 2015. 01:45 PM | 2 Likes Like |Link to Comment
  • Why Ballard Power Systems Is A 'Strong Underperform' [View article]
    Thanks QA for the info. I wonder how appropriate it is to include BLD - a maker of fuel cells - with a group making and selling 'electrical equipment'. Don't you think it would be more appropriate to include them with other emerging, green technologies such as solar panel makers? I wonder what your analysis would show if this were the case.
    Apr 20, 2015. 12:26 PM | 5 Likes Like |Link to Comment
  • Why Ballard Power Systems Is A 'Strong Underperform' [View article]
    Without knowing what group the author is using for comparison purposes it is impossible to even comment on the comparisons. As far as BLD borrowing money....I would be very interested to see how that compares to funds on hand...I think they have a big war chest from their sale of patents to VW. If BLD, like many companies, is borrowing now to take advantage of very low interest rates then I would not consider this a negative but rather a positive. As for the short sellers....this is good news as the short squeeze could be significant once some more good news comes on tap. All imho
    Apr 20, 2015. 10:51 AM | 3 Likes Like |Link to Comment
  • Ballard Power Systems: No Fuel Left [View article]
    What does the author now think of Ballard's prospects in China? It would seem that they are not out of fuel after all. The tram demo and bus deal indicate a strong interest in fuel cell technology in China. Also the government subsidies for green technology should help BLD make more deals there. All imho.
    Apr 16, 2015. 10:29 AM | 2 Likes Like |Link to Comment
  • Don't Buy Gold Now, Wait Until It's Under $1,000 [View article]
    Further to the comments re: global gold production, as your link points out, global production is stagnant or in decline in most places with the notable exception of China. What is not stated is that, to the best of my knowledge, ALL of the gold production in China is kept in China. So where does that leave the rest of the world? Clearly the production will not be able to keep up with global consumption, esp. if Indian consumption picks up -as I suspect it will. All imho.
    Apr 3, 2015. 03:00 PM | Likes Like |Link to Comment
  • Don't Buy Gold Now, Wait Until It's Under $1,000 [View article]
    Fair enough Doug. Thanks for the link and good luck with the selling/trading.
    Apr 3, 2015. 02:38 PM | Likes Like |Link to Comment
  • Don't Buy Gold Now, Wait Until It's Under $1,000 [View article]
    Doug, you mention in a response that China is producing more gold to meet its internal demand.......could you give some source for that claim? My view is that the West consistently underestimates the role of Asian demand in setting the price of gold. Of course there are all the players in the West with their 'paper gold' but fundamentally what matters is demand for physical gold. The rise in demand from China was a game-changer and a harbinger of things to come, imho. It would take a very minor increase in the average purchase of gold in India and China to drive demand and push prices much higher. No chart analyst or fear measurer here in the West is going to determine when/if that happens. Just as the price of oil is ultimately determined by the Saudis the price of gold is ultimately determined in Asia by the Chinese and Indian markets (with some help from the rest of Asia). As the middle classes grow in these countries (admittedly a long, slow process) demand can only rise for gold and other commodities. Can gold go to $1000? Of course. But it would be a brief dip in an otherwise upward curve that will increase as we go forward. All imho.
    Apr 3, 2015. 12:00 PM | 1 Like Like |Link to Comment
  • Crude Oil: The Fundamental Bottom Is In [View article]
    Interesting article and great comments. KMI, your comment about SA having USD assets is very true. They seem in no hurry to cut production. I think the wild card that has not been discussed here is the situation in Yemen. That could devolve (if it hasn't already) into an Iraq/Syria situation with IS claiming to control things there....this would add fuel to the Mideast fire and could result in attacks on SA itself and on the ports that control the flow of oil out of SA. If that were to happen all bets are off and we are back to $100++ a barrel. Be careful with your shorts.
    Apr 2, 2015. 11:49 AM | 4 Likes Like |Link to Comment
  • How Economic Growth Is Affecting The U.S. Dollar [View article]
    The argument for 'strong underlying growth' in the US economy does not seem to be supported by the data on display. A short 'sugar high' recovery in 2009 and then sideways growth going forward - that is what I see. With inflation being exported to EM countries worldwide and, at best, tepid growth elsewhere I really don't see how the US economy can experience strong growth....a strong USD just adds to the difficulties for exporters. What happens when everyone is 'all in' in terms of investing in USD....where will the money come from to cover US debt going forward?
    Mar 29, 2015. 01:16 AM | Likes Like |Link to Comment
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