Ballard, Sofa (Seite 4248)

[necar5]

Antwort auf Beitrag Nr.: 48.982.844 von Darth_Plaguis am 04.02.15 23:19:51

Zitat von Darth_Plaguis: Was bringen die neuen Strukturen bei Ballard? Hat da irgendeiner eine Meinung? Kosteneinsparungen vielleicht???

Wie kommst du auf Kosteneinsparung? Wenn ich es richtig verstanden habe, werden diese Vertriebsstrukturen zusätzlich geschaffen. Somit müssten auch irgendwann neue Leute mit ins Boot, oder?

Ich sehe es erstmal positiv, wer weiß wie die alte Mannschaft im Vertrieb so arbeitet?

[GaiasSohn]

Antwort auf Beitrag Nr.: 48.982.844 von Darth_Plaguis am 04.02.15 23:19:51

Kundennahe Vertriebsstrukturen denke ich

[Darth_Plaguis]

Was bringen die neuen Strukturen bei Ballard? Hat da irgendeiner eine Meinung? Kosteneinsparungen vielleicht???

[Schlood]

so jetzt nochmal vollständig in englisch:

Is Ballard Power Systems Inc.’s Setback a Buying Opportunity?

The six-month return of Ballard Power Systems Inc. (TSX:BLD)(NASDAQ:BLDP) shares is a dismal -56%. Does this represent a good time to enter the stock or should we look away and move on?

Last year, things were really looking up for the company. Revenue growth was strong and the company had lowered its risk profile by diversifying its business into four segments: telecom backup power, material handling, engineering services, and development stage markets. At one point last year, the company expected 30% revenue growth in 2014, with a break-even adjusted EBITDA.

Unfortunately, a big wrench was thrown in the company’s plans when they had to terminate two licensing agreements with Azure Hydrogen due to breaches in the agreement. Both of these agreements pertained to the Chinese market, one was related to the assembly of Ballard’s bus power modules and the other related to the assembly of Ballard’s Backup Power systems. In its press release Ballard stated that the company is considering legal action against Azure.

We now have a company that has experienced a big setback that will have a big impact on 2014 results, which will be released in late February. The company had expected to collect over $4 million in cash from Azure in the fourth quarter of 2014 and to realize $3 million in additional revenue related to these contracts and now the only thing that will be booked is an impairment of $4.5 million.

A ray of sunshine

About a month after the Azure announcement, Ballard announced progress on the fuel cell bus commitment in Europe. Ballard’s customer, Van Hool N.V., signed an agreement for the deployment of 21 fuel cell buses in Europe. Ballard expects that it will receive orders for these buses imminently, which will lead to delivery of the fuel cell modules in 2015 and 2016. There are already 27 Van Hool, Ballard-powered fuel cell buses on the road in Europe. Ballard has 80% of this market. It is expected that as many as 500 to 1,000 fuel cell buses can be put in service in Europe during 2017 to 2020.

A review of third-quarter results

Financially, Ballard continued to post strong overall revenue growth in the third quarter of 2014. Revenue growth was 21.2%, with the material handling segment (17.4% of revenue) reporting the strongest growth, at 70% (+127% for the first nine months of 2014), and the development stage markets segment (12% of total revenue) reporting the weakest result, with a 43% decline in revenue (-40% for the first nine months of 2014). The telecom backup power segment posted a 60% increase in revenue (-12% for the first nine months of 2014) and the Engineering Services segment posted a 26% increase in revenue (+62% for the first nine months of 2014).

Ballard kept its gross margins steady versus the previous quarter and cash operating costs declined 15% year over year (mostly due to lower R&D). Adjusted EBITDA was $451,000, a huge improvement from the prior year’s third-quarter loss of $4.6 million.

The company had $32.7 million of cash on its balance sheet and no debt, and a backlog of $43 million.

While Ballard still belongs in the “speculative” portion of a portfolio, it is interesting to me in that it has promising technology, it has attempted to diversify its revenue base, its balance sheet is strong, and there is progress being made in the fuel cell bus market in Europe. I remain interested to hear the update that the company will give in late February when it releases its fourth-quarter results and I eagerly await management’s outlook for 2015.

Trading at $2.00 as of Friday’s close, the stock trades at three times sales, compared to last year when it was trading at over nine times sales for a while. In keeping with the tradition of the stock, and coming as no surprise to anyone, it will probably be very volatile in response to the company update.

[Schlood]

ist ballard power eine kaufgelegenheit?
http://t.co/qmWbwPO6XF

[Cemby]

Hyundai senkt Preis für Brennstoffzellen-Auto in Europa um 43 Prozent
...
http://www.automobil-produktion.de/2015/02/hyundai-senkt-pre…

[Cemby]

Geduld ist gefragt.
Aber das macht Hoffnung für Ballardianer:

"Die Strategie der OPEC, über niedrige Preise Schieferölproduzenten aus dem Markt zu drücken, scheint somit schneller als von vielen erwartet aufzugehen," kommentierte Experte Eugen Weinberg von der Commerzbank. "Kurzfristig erscheint uns der Preisanstieg aber übertrieben, da noch immer ein beträchtliches Überangebot besteht."
http://www.finanzen.net/nachricht/rohstoffe/Oelpreise-fallen…

Also ist mittelfristig mit weiter steigenden Ölpreisen und BLP-Kursen zu rechnen.
Davon bin ich überzeugt.

[TTcoolj]

Moin an unsere ChartTechniker .
wie sieht es denn aus wann kommt es zum Ausbruch.
Oder nur leichte Erholung zu den Q Zahlen 2014.

[Fuldi]

Ölpreis steigt und Ballard auch!

[Cemby]

Diesel und Benzin sind so billig wie seit Jahren nicht mehr - dennoch steigt der Absatz von Elektroautos in Deutschland. Der Anteil erreicht sogar das Niveau eines Landes, in dem üppige Subventionen für Stromer gezahlt werden.

http://www.manager-magazin.de/unternehmen/autoindustrie/absa…