Pro hydrogen talk will push Ballard into the high single digits this year. The spark will be all the talk over automotive. Electric talk pushed battery producers to high levels. Fuel cell talk will do the same for Ballard. This will be a long drawn out process. Gut wrenching if you have a stop loss like a few people who were sold out today.
They supply all the fuel cells to the largest fastest growing forklift company plug power. It's a way to play that angle without having to wonder what they are going to do to shareholders when they need to raise cash this year. Bus, forklift, and other power generation all in one. Also carbon fiber business with deals in other areas of automotive like transmission.