I still have a hunch that Ballard will get bought out. Not sure by who, but somebody that already appreciates what they do. Oil can go down to $20 a barrel, but this still won't cure the fact that it is dirty, divisive and creates global instability.
I have no doubt that Ballard is poised for solid financial improvement now that Q4 has been logged and done with. Oil might be cheap again, but it is still too dirty and will remain a dinosaur fuel. Companies such as Ballard will continue to develop and come up with the right solutions that fuel cells need in order to thrive and become main stream.
Forget Q4 on Ballard Power Systems. This was already the assumption. Buy and hold on very positive guidance for 2015 and beyond. This will likely be the last negative report. VW, Ardica and other tid bit ink deals will be flowing nicely.