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LYogi

LYogi
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  • Is Ballard Power Systems Another House Of Cards? [View article]
    Yes good advice, trailing stop loss is the way to go. In volatile stocks though set it fairly wide, like 20% lest they try to sweep your stop out early.

    I just didn't understand your shot at management.
    Mar 13 07:59 AM | Likes Like |Link to Comment
  • Is Ballard Power Systems Another House Of Cards? [View article]
    to point #2, The new management has done little, if anything, to show any interest in shareholder value.


    what are you talking about?

    The shares have gone from $1 to $5.50 even after yesterday's Citron debacle.

    New management diversified their focus into 3 key revenue streams

    1. Engineering Services
    2. Material Handling
    3. Transit and Backup power applications.

    Their margins are up to almost 30% and they guide to be cash flow positive this year.

    Get your head out of the sand old-timer and smell the roses.

    BLDP is on the up and up and new management is leading the way.

    Heck, the analysts all congratulated the CEO and CFO at the Conference call.
    Mar 12 11:55 PM | 1 Like Like |Link to Comment
  • Is Ballard Power Systems Another House Of Cards? [View article]
    no you can't, there is a very strong base that has developed at $5.
    Mar 12 09:45 PM | Likes Like |Link to Comment
  • Is Ballard Power Systems Another House Of Cards? [View article]
    Oh and I forgot to mention the CFO at Roth discussed small-scale residential power for up to 15 homes from one Cell in rural places off the grid such as Africa.
    Mar 12 05:07 PM | 5 Likes Like |Link to Comment
  • Is Ballard Power Systems Another House Of Cards? [View article]
    I'm glad that you distanced Ballard from Plug for starters.

    You mentioned the automotive industry but failed to take into account the other areas that Ballard is generating a client base-

    1. Telecommunications - using Ballard's Fuel Cells for backup power to cell phone towers in areas that are unstable or even off the grid.

    2. Buses- the deal with Azure in China could turn out to be huge with China's smog problem.

    3. Mass Transit- The CFO mentioned on the conference call last earning period that they are exploring using Ballard's HFC technology to power trams in Chinese and European cities.

    4. Aerospace and the Military - The Department of Energy recently awarded Ballard a 2.8 Million dollar contract to explore HFC in a myriad of energy and military applications.

    This diversity of applications is what separates BLDP from PLUG and should easily shield it from fluctuations in demand.

    In fact given the broad applications for use, Ballard's Fuel Cells stand to be in demand for decades to come.

    LONG
    Mar 12 04:59 PM | 10 Likes Like |Link to Comment
  • Today's Market: Fuel Cells Ready To Rally After Retracement? [View article]
    not only do then not need much servicing but when they do they come to do it IN YOUR DRIVEWAY, FOR FREE!!!!

    http://bit.ly/1cLxpTb
    Mar 12 04:18 PM | Likes Like |Link to Comment
  • Fuel cell makers become big targets for shorts as shares surge [View news story]
    Unfortunately for BLDP longs the company is getting caught up with the proprietary issues surrounding PLUG.

    BLDP will eventually distance themselves from forklifts and be seen for what they really are- a multi-faceted provider of hydrogen fuel cell technology for applications as diverse as automotive, telecom, mass transit, stationary backup power, aerospace and military.

    This is a long term hold.

    Plug will fall by the wayside before too long.
    Mar 12 03:44 PM | 1 Like Like |Link to Comment
  • FuelCell cut to Market Perform at Cowen but strong 2014 potential seen [View news story]
    yes basically BLDP provides everyone with everything in the FC industry.

    They are the kings.

    For they hold the IP.
    Mar 12 01:37 PM | Likes Like |Link to Comment
  • FuelCell cut to Market Perform at Cowen but strong 2014 potential seen [View news story]
    they do
    Mar 12 01:03 PM | Likes Like |Link to Comment
  • Today's Market: Fuel Cells Ready To Rally After Retracement? [View article]
    you said it, BLDP as first-mover has the patents and IP to dominate the sector in the formative years ahead.
    Mar 12 12:23 PM | Likes Like |Link to Comment
  • The Fuel Cell Fab Four: A Bubble About To Burst? [View article]
    I was stopped out of 50% of my shares today at a healthy profit.

    I'm not completely greedy!

    I do think it will see $8 again this year if the next two ERs show increasing profitability and when contracts are announced with automotive and telecom companies.

    If I were holding PLUG I'd be very concerned right now. BLDP, I will sleep just fine tonight.
    Mar 11 11:41 PM | Likes Like |Link to Comment
  • Fuel Cell Firms And Other Companies: Where There's Smoke, There's Fire [View article]
    thanks!
    Mar 11 07:33 PM | Likes Like |Link to Comment
  • The Fuel Cell Fab Four: A Bubble About To Burst? [View article]
    I'm long from $1.40 and BLDP got pulled down by PLUG and will quickly detangle itself from it once the market understands that BLDP has the patents and diversity to make a go of it.

    The Department of Energy is on board, along with Toyota, Volkswagen, Hyundai, Azure among others.

    Only a matter of time.

    You were lucky to be able to cover today.
    Mar 11 07:30 PM | Likes Like |Link to Comment
  • Plug Power -40% on Citron slam, drags down FuelCell, Ballard Power [View news story]
    Citron Report slamming PLUG actually endorses BLDP.
    Mar 11 03:25 PM | 2 Likes Like |Link to Comment
  • Big Plug Power gains ebb as Citron says fair value is 50 cents [View news story]
    Not to be missed is Citron's guarded endrosement of $BLDP in the fuel cell sector.

    Ballard is much more diversified with plays in the automotive, telecom, material handling, engineering services.

    Not to mention most of the IP in the sector.

    LONG BLDP
    Mar 11 12:37 PM | 1 Like Like |Link to Comment
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