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ISIN: CA0585861085 · WKN: A0RENB · Symbol: BLDP
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Was war denn jetzt wieder los?
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Warum verlieren wir denn wieder?
So ein Schmierblatt hat die Aktie runter geprügelt!
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Ballard Power's Earnings Are Out -- and It Lost Big
Cost cuts and margin improvements could turn this bus around -- but when?
It's been a few days now since fuel-cell pioneer Ballard Power Systems (NASDAQ:BLDP) reported its fiscal Q4 and full-year 2015 earnings. Since those earnings came out, the stock has rocketed 13.5% on basically no news other than the earnings, and a promise to give a presentation at a mid-month investment conference. It's high time we took a look -- and found out what all the fuss is about.
Tfl
Ballard Power is helping to build zero-emission buses in China -- but still scoring zero profits here at home. Image source: Ballard Power.
The expectations game
Did Ballard Power beat on earnings, or miss? It depends on whom you ask, and which numbers you want to focus on.
CEO Randy MacEwen, for one, says his company's results were "broadly in line with expectations." For Q4, revenues were up 28% year over year -- but still fell about 5% shy of consensus estimates. Earnings, too, were worse than expected (by $0.01 a share). On the bright side, Ballard's quarterly loss was at least narrower than experienced in Q4 2014.
For 2015 as a whole, revenues were down 18% compared to 2014 numbers, with a greater per-share loss, as well. But at least the loss was close to what analysts had predicted. I guess that, on balance, you could call the news "mixed," with plenty of good news -- and bad news, as well -- to go around.
The power of low expectations
The fact that investors didn't expect Ballard to report a profit last week seems to have worked in the stock's favor in at least one respect: The stock price didn't budge the day after the news broke. Even better (for those who own Ballard stock), Ballard's share price has risen steadily in the days subsequent, and at $1.51 per share, now sits 13.5% higher than pre-earnings.
Given the lack of profits, this rise in stock price can only be attributed to promises of progress toward profits -- or at least a reduction in losses -- in years to come. Management declined to give precise guidance on how revenues and losses might shake out this year. MacEwen did say, however, that he hopes to "grow revenue, improve gross margin and rationalize certain operating costs" in 2016. Ideally, he says, if Ballard can succeed in cutting costs by $4 million annually, it can eventually break even on its business, with $20 million less revenue than it previously would have needed.
So what's that magic revenue number that MacEwen declines to specify? It's hard to say. Using S&P Global Market Intelligence to trawl through Ballard's data back through the entirety of the 21st century, there's not a single year on record in which Ballard Power even came close to breaking even on an operating basis -- much less earning a net profit. The company came closest in 2013, when $61.3 million in revenue yielded an $18.9 million operating loss.
On the other hand, there have been years in which Ballard sold twice as much but lost even more money. In 2003, for example, Ballard hit nearly $120 million in sales, but booked a $104 million operating loss.
Analysts polled on S&P Global don't see any chance of Ballard earning a profit before 2020. Personally, I think they're being optimistic.
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Cost cuts and margin improvements could turn this bus around -- but when?
It's been a few days now since fuel-cell pioneer Ballard Power Systems (NASDAQ:BLDP) reported its fiscal Q4 and full-year 2015 earnings. Since those earnings came out, the stock has rocketed 13.5% on basically no news other than the earnings, and a promise to give a presentation at a mid-month investment conference. It's high time we took a look -- and found out what all the fuss is about.
Tfl
Ballard Power is helping to build zero-emission buses in China -- but still scoring zero profits here at home. Image source: Ballard Power.
The expectations game
Did Ballard Power beat on earnings, or miss? It depends on whom you ask, and which numbers you want to focus on.
CEO Randy MacEwen, for one, says his company's results were "broadly in line with expectations." For Q4, revenues were up 28% year over year -- but still fell about 5% shy of consensus estimates. Earnings, too, were worse than expected (by $0.01 a share). On the bright side, Ballard's quarterly loss was at least narrower than experienced in Q4 2014.
For 2015 as a whole, revenues were down 18% compared to 2014 numbers, with a greater per-share loss, as well. But at least the loss was close to what analysts had predicted. I guess that, on balance, you could call the news "mixed," with plenty of good news -- and bad news, as well -- to go around.
The power of low expectations
The fact that investors didn't expect Ballard to report a profit last week seems to have worked in the stock's favor in at least one respect: The stock price didn't budge the day after the news broke. Even better (for those who own Ballard stock), Ballard's share price has risen steadily in the days subsequent, and at $1.51 per share, now sits 13.5% higher than pre-earnings.
Given the lack of profits, this rise in stock price can only be attributed to promises of progress toward profits -- or at least a reduction in losses -- in years to come. Management declined to give precise guidance on how revenues and losses might shake out this year. MacEwen did say, however, that he hopes to "grow revenue, improve gross margin and rationalize certain operating costs" in 2016. Ideally, he says, if Ballard can succeed in cutting costs by $4 million annually, it can eventually break even on its business, with $20 million less revenue than it previously would have needed.
So what's that magic revenue number that MacEwen declines to specify? It's hard to say. Using S&P Global Market Intelligence to trawl through Ballard's data back through the entirety of the 21st century, there's not a single year on record in which Ballard Power even came close to breaking even on an operating basis -- much less earning a net profit. The company came closest in 2013, when $61.3 million in revenue yielded an $18.9 million operating loss.
On the other hand, there have been years in which Ballard sold twice as much but lost even more money. In 2003, for example, Ballard hit nearly $120 million in sales, but booked a $104 million operating loss.
Analysts polled on S&P Global don't see any chance of Ballard earning a profit before 2020. Personally, I think they're being optimistic.
5 stocks we like better than Apple
When investing genius Tom Gardner has a stock tip, it can pay to listen. After all, the newsletter he and his brother David have run for over a decade, the Motley Fool Stock Advisor, has tripled the market.*
Tom just revealed what he believes are the five best stocks for investors to buy right now…and Apple wasn't one of them! That's right -- Tom thinks these 5 stocks are even better buys.
Click here to be among the first to learn about these picks!
*Stock Advisor returns as of March 2nd, 2016
The author(s) may have a position in any stocks mentioned. The Motley Fool owns and recommends shares of Apple.
Rich Smith does not own shares of, nor is he short, any company named above. You can find him on Motley Fool CAPS, publicly pontificating under the handle TMFDitty, where he's currently ranked No. 270 out of more than 75,000 rated members.
The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.
Antwort auf Beitrag Nr.: 51.902.160 von Weltgeist am 04.03.16 13:00:21Ich wunder mich auch ein bisschen,
wir haben das alles schon vor einem Jahr diskutiert.Fakt ist das Plug hohe Regresskosten hatte, nicht Ballard. Plug hatte Verträge mit Walmart gemacht in denen sie vielleicht auch Garantien gegeben hatten die über die angegebenen Betriebsstunden hinausgingen.(Wir hatten damals gerechnet)
Damals hatte jemand diesbezüglich Ballard angeschrieben und die Antwort war das Ballard Qualität liefert,mehr können Sie ja auch nicht schreiben. Ich würde meine Kunden auch nicht verärgern.
wir haben das alles schon vor einem Jahr diskutiert.Fakt ist das Plug hohe Regresskosten hatte, nicht Ballard. Plug hatte Verträge mit Walmart gemacht in denen sie vielleicht auch Garantien gegeben hatten die über die angegebenen Betriebsstunden hinausgingen.(Wir hatten damals gerechnet)
Damals hatte jemand diesbezüglich Ballard angeschrieben und die Antwort war das Ballard Qualität liefert,mehr können Sie ja auch nicht schreiben. Ich würde meine Kunden auch nicht verärgern.
Antwort auf Beitrag Nr.: 51.902.160 von Weltgeist am 04.03.16 13:00:21Randy Mac Ewen sagt:
>> " In material handling, Ballard has been a leading provider of PEM fuel cell stacks for forklift applications." <<
Wenn mich meine englischen Schulkenntnisse nicht im Stich lassen, ist das wie folgt zu übersetzen:
"Im Material Handling war Ballard bisher ein führender Lieferant von PEM Brennstoffzellen-Stacks für Gabelstapler Anwendungen."
(Present Perfect = sinngemäß zu übersetzen mit "war ... bisher")
Aus all seinen Formulierungen spricht das große Bemühen, auch künftig ein führender Lieferant bleiben zu wollen
(und möglicherweise eine gewisse Verlustangst)
"we are working hard to continue to be a long-term stack technology supplier to material handling systems integrators, including Plug."
Das zeigt, wie stark die Konkurrenzsituation im Sektor Fcell inzwischen geworden ist
und daß ehemalige Geschäftspartner zu Konkurrenten werden können.
Möglicherweise ist dieses Rennen noch offen?
Ich wünsche jedenfalls Randy Glück und daß er erfolgreich sein möge in seinen Bemühungen,
denn auch ich würde ja als Kleinanleger davon profitieren.
Damit möchte ich diese Diskussion beenden
Der Fairneß halber: Ich bin sowohl in BLP als auch in Plug investiert und freue mich über den Erfolg beider Firmen
- egal, ob sie weiterhin Geschäftspartner sind oder Konkurrenten.
>> " In material handling, Ballard has been a leading provider of PEM fuel cell stacks for forklift applications." <<
Wenn mich meine englischen Schulkenntnisse nicht im Stich lassen, ist das wie folgt zu übersetzen:
"Im Material Handling war Ballard bisher ein führender Lieferant von PEM Brennstoffzellen-Stacks für Gabelstapler Anwendungen."
(Present Perfect = sinngemäß zu übersetzen mit "war ... bisher")
Aus all seinen Formulierungen spricht das große Bemühen, auch künftig ein führender Lieferant bleiben zu wollen
(und möglicherweise eine gewisse Verlustangst)
"we are working hard to continue to be a long-term stack technology supplier to material handling systems integrators, including Plug."
Das zeigt, wie stark die Konkurrenzsituation im Sektor Fcell inzwischen geworden ist
und daß ehemalige Geschäftspartner zu Konkurrenten werden können.
Möglicherweise ist dieses Rennen noch offen?
Ich wünsche jedenfalls Randy Glück und daß er erfolgreich sein möge in seinen Bemühungen,
denn auch ich würde ja als Kleinanleger davon profitieren.
Damit möchte ich diese Diskussion beenden
Der Fairneß halber: Ich bin sowohl in BLP als auch in Plug investiert und freue mich über den Erfolg beider Firmen
- egal, ob sie weiterhin Geschäftspartner sind oder Konkurrenten.
Trading Spotlight
Antwort auf Beitrag Nr.: 51.901.866 von Cemby am 04.03.16 12:39:06
dies sagt BALLARD CEO Randy Mac Ewen zum Material Handling Segment im Allgemeinen und zu PLUG im Speziellen (investor conference call 26.02.2016, Hervorhebungen von mir, Original zu finden unter http://seekingalpha.com/article/3933316-ballard-power-system…) :
Let’s move now to second of our four power products markets, material handling. In material handling, Ballard has been a leading provider of PEM fuel cell stacks for forklift applications. Today, there are now more than 10,000 fuel cell forklift trucks in the field, most of them with Ballard fuel cell technology. While we saw unit volumes from material handling increase marginally in 2015, revenue was down slightly due to product mix. In 2015, Plug Power, our material handling customer had a record year and expects continued revenue growth and new customer bookings this year. Plug has done an excellent job with its customers, communicating the productivity value proposition, refining their product offering and customer experience. This has translated in a strong growth for Plug including repeat business with discerning customers like Walmart.
As you may be aware in the United States, the investment tax credit was extended for 5 years through December 31, 2021 for solar. And we expect an extension for fuel cell to be approved in the first half of 2016 as well. If passed, this will provide good visibility for the U.S. market through 2021.
At Ballard, we are working hard to continue to be a long-term stack technology supplier to material handling systems integrators, including Plug. We have been working closely with Plug on production planning, field issues and data exchange.
We are also working hard on business development activities with forklift OEMs, who are considering the development of purpose built forklifts. As evidence of this emerging scene, we would note the comments provided by Hyster Yale just last week, during their Q4 2015 earnings call, in which they discussed their Nuvera fuel cell subsidiary. Saying that they expect to achieve quarterly breakeven operating profit by the end of 2017 or early 2018 on a run rate of approximately 700 PowerEdge units per quarter at target minimums.
So Ballard is well positioned in both streams of opportunity in material handling markets. We remain the leading supplier of PEM fuel cell stacks for systems integrators in the global material handling market including Plug and are very well positioned to support forklift OEMs, as they look to develop and deploy purpose built forklifts over the coming years.
Klingt für mich definitiv nicht nach "Geschäftsbeziehung beendet"... oder sieht das jemand anders?
Ciao for now: Weltgeist
BALLARD hat seinen bisherigen Kunden PLUG definitv nicht verloren
Hi Cemby,dies sagt BALLARD CEO Randy Mac Ewen zum Material Handling Segment im Allgemeinen und zu PLUG im Speziellen (investor conference call 26.02.2016, Hervorhebungen von mir, Original zu finden unter http://seekingalpha.com/article/3933316-ballard-power-system…) :
Let’s move now to second of our four power products markets, material handling. In material handling, Ballard has been a leading provider of PEM fuel cell stacks for forklift applications. Today, there are now more than 10,000 fuel cell forklift trucks in the field, most of them with Ballard fuel cell technology. While we saw unit volumes from material handling increase marginally in 2015, revenue was down slightly due to product mix. In 2015, Plug Power, our material handling customer had a record year and expects continued revenue growth and new customer bookings this year. Plug has done an excellent job with its customers, communicating the productivity value proposition, refining their product offering and customer experience. This has translated in a strong growth for Plug including repeat business with discerning customers like Walmart.
As you may be aware in the United States, the investment tax credit was extended for 5 years through December 31, 2021 for solar. And we expect an extension for fuel cell to be approved in the first half of 2016 as well. If passed, this will provide good visibility for the U.S. market through 2021.
At Ballard, we are working hard to continue to be a long-term stack technology supplier to material handling systems integrators, including Plug. We have been working closely with Plug on production planning, field issues and data exchange.
We are also working hard on business development activities with forklift OEMs, who are considering the development of purpose built forklifts. As evidence of this emerging scene, we would note the comments provided by Hyster Yale just last week, during their Q4 2015 earnings call, in which they discussed their Nuvera fuel cell subsidiary. Saying that they expect to achieve quarterly breakeven operating profit by the end of 2017 or early 2018 on a run rate of approximately 700 PowerEdge units per quarter at target minimums.
So Ballard is well positioned in both streams of opportunity in material handling markets. We remain the leading supplier of PEM fuel cell stacks for systems integrators in the global material handling market including Plug and are very well positioned to support forklift OEMs, as they look to develop and deploy purpose built forklifts over the coming years.
Klingt für mich definitiv nicht nach "Geschäftsbeziehung beendet"... oder sieht das jemand anders?
Ciao for now: Weltgeist
Antwort auf Beitrag Nr.: 51.895.926 von Weltgeist am 03.03.16 19:44:20
(hier wird unterstellt, dass PLUG's Dauerbetriebsprobleme auschließlich an BALLARD stacks liegen / lagen ... PLUG CEO Andy Marsh war da ehrlicher und gab stack problems und ander technical problems als Ursache an). <<
Na ja,
BLP's Rückgang des "material revenue" von 2014 auf 2015 um knapp 10% ist ja nun mal Fakt.
Über die Ursachen könnte man viel und auch über ganz andere Ursachen spekulieren.
Fakt ist auch, das die Probleme, die Plug zur Allianz mit 3M veranlaßten u.a. mit den von BLP gelieferten Stacks zu tun hatten. Andy Marsh, BLP CEO, gibt das ja auch zu.
PLUG gab Probleme mit der Membran an. Auch hier kann man Spekulationen über weitere und zusätzliche Ursachen anstellen.
Aber Deine Interprätation (grün, s.o.) klärt die Sache auch nicht und scheint mir eine ähnlich parteiische Spekulation, wie Du sie dem ganzen Artikel unterstellst.
Bleiben wir also bei den Fakten.
BLP hat seinen bisherigen Kunden PLUG wohl definitiv verloren.
Ob nun PLUG in der Auslieferung von Fcells mit BLP gleichzieht oder gar zum Überholvorgang ansetzt, wie es der Artikel unterstellt, mag noch Spekulation sein. Die Zukunft wirds zeigen.
Ich habe in diesem Thread jedenfalls bisher noch absolut nichts über den Verlust des Kunden PLUG gelesen, sondern immer nur hoffnungsvolle Spekulationen und Äußerungen, daß von PLUG ja wohl noch Aufträge zu erwarten seien. Oder sollte ich da was übersehen haben?
Das ist das eigentlich Neue an diesem Artikel.
Und hier nochmal der Link zum Nachlesen:
http://www.hydrogenfuelnews.com/plug-power-is-becoming-the-l…
Etwas konkreter:
>> Plug Power - Hydrogen FuelAccording to Ballard Power Systems, the company saw a decline in material revenue of $1.3 million in 2014. This revenue continued to fall in 2015, reaching $12.7 million, down from the $14 million that the company saw in 2014. The company has been having more trouble performing in the materials handling market due to problems with its proton exchange membrane fuel cells (hier wird unterstellt, dass PLUG's Dauerbetriebsprobleme auschließlich an BALLARD stacks liegen / lagen ... PLUG CEO Andy Marsh war da ehrlicher und gab stack problems und ander technical problems als Ursache an). <<
Na ja,
BLP's Rückgang des "material revenue" von 2014 auf 2015 um knapp 10% ist ja nun mal Fakt.
Über die Ursachen könnte man viel und auch über ganz andere Ursachen spekulieren.
Fakt ist auch, das die Probleme, die Plug zur Allianz mit 3M veranlaßten u.a. mit den von BLP gelieferten Stacks zu tun hatten. Andy Marsh, BLP CEO, gibt das ja auch zu.
PLUG gab Probleme mit der Membran an. Auch hier kann man Spekulationen über weitere und zusätzliche Ursachen anstellen.
Aber Deine Interprätation (grün, s.o.) klärt die Sache auch nicht und scheint mir eine ähnlich parteiische Spekulation, wie Du sie dem ganzen Artikel unterstellst.
Bleiben wir also bei den Fakten.
BLP hat seinen bisherigen Kunden PLUG wohl definitiv verloren.
Ob nun PLUG in der Auslieferung von Fcells mit BLP gleichzieht oder gar zum Überholvorgang ansetzt, wie es der Artikel unterstellt, mag noch Spekulation sein. Die Zukunft wirds zeigen.
Ich habe in diesem Thread jedenfalls bisher noch absolut nichts über den Verlust des Kunden PLUG gelesen, sondern immer nur hoffnungsvolle Spekulationen und Äußerungen, daß von PLUG ja wohl noch Aufträge zu erwarten seien. Oder sollte ich da was übersehen haben?
Das ist das eigentlich Neue an diesem Artikel.
Und hier nochmal der Link zum Nachlesen:
http://www.hydrogenfuelnews.com/plug-power-is-becoming-the-l…
Antwort auf Beitrag Nr.: 51.899.613 von Marcisun am 04.03.16 09:46:43
chart
die 200 tage linie ist so bei 1,60 $ , darüber gibt es bestimmt einige stop buy aufträge
Antwort auf Beitrag Nr.: 51.874.203 von keyo49 am 01.03.16 17:15:11
Da würde ich dir Recht geben... das sieht meines erachtens sehr interessant aus... Wenn wir uns auf diesem Niveau heute halten haben wir auf Wochenbasis endlich einen Lichtblick seit Frühjahr 2014
Zitat von keyo49: Kann es sein,dass wir technisch gesehen ,kurz vor ausbruch stehen?!?
http://de.investing.com/equities/ballard-power-systems-inc-t…
Da würde ich dir Recht geben... das sieht meines erachtens sehr interessant aus... Wenn wir uns auf diesem Niveau heute halten haben wir auf Wochenbasis endlich einen Lichtblick seit Frühjahr 2014
Antwort auf Beitrag Nr.: 51.893.259 von Cemby am 03.03.16 16:09:50
der von dir verlinkte Artikel ist ein Werbetext für PLUG und voller geschickt versteckter "maybe's" (siehe Hervorhebungen):
Plug Power is on its way to surpassing Ballard Power Systems
The fuel cell industry may be experiencing a shift as Plug Power moves into a commanding position within the global market. In the past, Ballard Power Systems has held the position as the world’s largest developer of fuel cell systems. Now, however, Plug Power is taking over, as the company forms several prominent partnerships with various organizations ( konkret genannt wird nur 3M !!)throughout the world. Plug Power is currently on track to deliver more than 3,600 of its GenDrive fuel cell systems (viele davon nach wie vor mit BALLARD stacks - genaue Zahl nicht bekannt), which is a 50% year-over-year increase on its deliveries in the past.
Fuel cells continue to gain popularity in the materials handling space
Both Ballard and Plug Power are finding significant success in the materials handling space (sag ich doch !), where the demand for fuel cell technology is growing quickly. Hydrogen fuel cells are beginning to replace traditional lead acid batteries, which had been used to power forklift trucks and other vehicles (Nonsense: Bleibatterien gibt's nur in staplern, nicht in "other vehicles") or several years. Fuel cells can power these vehicles in an effective manner, allowing for longer periods of operation. Fuel cells also do not require the charge time of traditional batteries, as they can be fueled in a matter of minutes.
Ballard is losing material revenue
Plug Power - Hydrogen FuelAccording to Ballard Power Systems, the company saw a decline in material revenue of $1.3 million in 2014. This revenue continued to fall in 2015, reaching $12.7 million, down from the $14 million that the company saw in 2014. The company has been having more trouble performing in the materials handling market due to problems with its proton exchange membrane fuel cells (hier wird unterstellt, dass PLUG's Dauerbetriebsprobleme auschließlich an BALLARD stacks liegen / lagen ... PLUG CEO Andy Marsh war da ehrlicher und gab stack problems und ander technical problems als Ursache an). These problems encouraged Plug Power to focus more heavily on its proton exchange membrane fuel cell technology, allowing it to establish a stronger foothold within the market.
Strategic supply agreements ( Lügenplural: es gibt hier nur 1 strategic agreemnet mit 3M) add momentum to Plug Power’s performance in the market
In late 2015, Plug Power announced a strategic supply agreement with 3M. Through this partnership, Plug Power delivered more of its innovative fuel cell systems, with plans to deliver more of these energy systems in the near future. While Plug Power may be surpassing Ballard in terms of performance in the materials handling market (schaun mer mal mittel- bis langfristig, ob die eigenen PLUG stacks BALLARD stacks das Wasser reichen können ... man nennt das auf Englsich "standing the test of time"), this is not the only market that exists in the fuel cell sector. Indeed, the auto industry has become heavily invested in hydrogen fuel cells.
Also: nicht alle Wunschträume parteiischer Schreiberlinge mit der Realität verwechseln.
BALLARD stacks haben bisher super Dauerbetriebsergebnisse in Bussen, PKWs, Straßenbahnen und Backup Power gezeigt. VW hat deshalb BALLARD als Partner, weil hier das beste Ingenieurs Know How eingekauft werden kann.
BALLARD ist und bleibt (meine Meinung) stacvk supplier für PLUG und hoffentlich) auch andere Staplerfirmen - wir werden sehen.Über alle Geschäftsfelder sind sie unangefochten, und Konkurrenz belebt das Geschäft.
Ciao for now: Weltgeist
Immer mit der Ruhe ...
Hi Cemby,der von dir verlinkte Artikel ist ein Werbetext für PLUG und voller geschickt versteckter "maybe's" (siehe Hervorhebungen):
Plug Power is on its way to surpassing Ballard Power Systems
The fuel cell industry may be experiencing a shift as Plug Power moves into a commanding position within the global market. In the past, Ballard Power Systems has held the position as the world’s largest developer of fuel cell systems. Now, however, Plug Power is taking over, as the company forms several prominent partnerships with various organizations ( konkret genannt wird nur 3M !!)throughout the world. Plug Power is currently on track to deliver more than 3,600 of its GenDrive fuel cell systems (viele davon nach wie vor mit BALLARD stacks - genaue Zahl nicht bekannt), which is a 50% year-over-year increase on its deliveries in the past.
Fuel cells continue to gain popularity in the materials handling space
Both Ballard and Plug Power are finding significant success in the materials handling space (sag ich doch !), where the demand for fuel cell technology is growing quickly. Hydrogen fuel cells are beginning to replace traditional lead acid batteries, which had been used to power forklift trucks and other vehicles (Nonsense: Bleibatterien gibt's nur in staplern, nicht in "other vehicles") or several years. Fuel cells can power these vehicles in an effective manner, allowing for longer periods of operation. Fuel cells also do not require the charge time of traditional batteries, as they can be fueled in a matter of minutes.
Ballard is losing material revenue
Plug Power - Hydrogen FuelAccording to Ballard Power Systems, the company saw a decline in material revenue of $1.3 million in 2014. This revenue continued to fall in 2015, reaching $12.7 million, down from the $14 million that the company saw in 2014. The company has been having more trouble performing in the materials handling market due to problems with its proton exchange membrane fuel cells (hier wird unterstellt, dass PLUG's Dauerbetriebsprobleme auschließlich an BALLARD stacks liegen / lagen ... PLUG CEO Andy Marsh war da ehrlicher und gab stack problems und ander technical problems als Ursache an). These problems encouraged Plug Power to focus more heavily on its proton exchange membrane fuel cell technology, allowing it to establish a stronger foothold within the market.
Strategic supply agreements ( Lügenplural: es gibt hier nur 1 strategic agreemnet mit 3M) add momentum to Plug Power’s performance in the market
In late 2015, Plug Power announced a strategic supply agreement with 3M. Through this partnership, Plug Power delivered more of its innovative fuel cell systems, with plans to deliver more of these energy systems in the near future. While Plug Power may be surpassing Ballard in terms of performance in the materials handling market (schaun mer mal mittel- bis langfristig, ob die eigenen PLUG stacks BALLARD stacks das Wasser reichen können ... man nennt das auf Englsich "standing the test of time"), this is not the only market that exists in the fuel cell sector. Indeed, the auto industry has become heavily invested in hydrogen fuel cells.
Also: nicht alle Wunschträume parteiischer Schreiberlinge mit der Realität verwechseln.
BALLARD stacks haben bisher super Dauerbetriebsergebnisse in Bussen, PKWs, Straßenbahnen und Backup Power gezeigt. VW hat deshalb BALLARD als Partner, weil hier das beste Ingenieurs Know How eingekauft werden kann.
BALLARD ist und bleibt (meine Meinung) stacvk supplier für PLUG und hoffentlich) auch andere Staplerfirmen - wir werden sehen.Über alle Geschäftsfelder sind sie unangefochten, und Konkurrenz belebt das Geschäft.
Ciao for now: Weltgeist
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| Zeit | Titel |
|---|---|
| 13.04.24 |