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Magal Security Systems (MAGS) Message Board

bitsdreamer 7 posts  |  Last Activity: Jul 14, 2014 10:24 PM Member since: Mar 14, 2005
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  • Reply to

    HYGS would be a great purchase for BLDD

    by bitsdreamer Jul 14, 2014 7:56 PM
    bitsdreamer bitsdreamer Jul 14, 2014 10:24 PM Flag

    That being said I believe HYGS has the best earning power per share and would boost Ballards as revenues per share would increase substantially. I am bullish on both BLDP and HYGS and would hold BLDP shares on that acquisition as I like Ballard bus leadership. If PLUG picked HYGS up I would sell everything since I don't want anything to do with that leadership. I feel Ballard is worth far more than PLUG but the hydrogen infrastructure (storage and fuel stations) build out will hit Hydrogenics bottom line first and Ballard billions in potential bus revenues medium term would be icing on the cake. Hydrogenics has bus stacks as well but not as powerful partnerships but that could change.

  • Reply to

    HYGS would be a great purchase for BLDD

    by bitsdreamer Jul 14, 2014 7:56 PM
    bitsdreamer bitsdreamer Jul 14, 2014 10:06 PM Flag

    PLUG and Ballard were raising funds in the pennys. HYGS was funded by a partner Commscope under ten and only diluted one million shares from treasury leaving below 10 million shares outstanding and only a few million in the float. That was one of the ways it stayed away from a lot of hedge fund manipulation taking it to pennys as well. HYGS has the same time frame for profitability as Ballard if not sooner and could once again trade with a higher market cap than Ballard with a dozen or so new hydrogen fueling station and energy storage deals. That would be 3-4 times where it trades. The cash raise was a good safe way to use the public market since the cash on hand and time frame to profitability was cutting it close.

  • bitsdreamer bitsdreamer Jul 14, 2014 9:52 PM Flag

    A bunch of back scratching. But the sector is ready for another move up and the initial move may trigger some technical buys and start another leg up.

  • Reply to

    HYGS would be a great purchase for BLDD

    by bitsdreamer Jul 14, 2014 7:56 PM
    bitsdreamer bitsdreamer Jul 14, 2014 9:45 PM Flag

    I also forgot to mention HYGS is one of the top partners supplying electrolyzers for fueling stations. That alone would be a major addition for Ballard as hydrogen fueling stations go into an exponential expansion. HYGS also won 4 of 5 major energy storage contracts in Germany and their competitiveness makes a less than 200 million market cap a major opportunity for an acquisition. I hope it's Ballard which would create a Titan in the industry. Both are Canadian which could help a merger with both companies also going EBITA positive this year and profitable next.

  • Hydrogenics trades under a market cap of 200 million and could help BLDP improve their bus fuel cell energy density and add growth areas like internal server backup power and energy storage. I hope BLDP picks HYGS up.

  • Ultra caps are coming back and Planar Systems had some great results for a company that received little attention.

  • PLUG attempting to go around Ballard drops the exclusivity of Ballard only selling to Plug Power. This opens the door for other entrants to use Ballard and UTC (recently acquired) IP. PLUG is left with a million dollars or so of IP they acquired hoping to compete in Ballards other business. Ballard is a more advanced Plug Power for a cheaper price. It does not look like that Ballard will have a lower market cap for long.

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