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Williams Partners L.P. Message Board

jaketen2001 195 posts  |  Last Activity: May 22, 2015 6:21 PM Member since: Mar 15, 2004
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  • Reply to

    How about that hydrogenics

    by blueflamedave May 22, 2015 4:05 PM
    jaketen2001 jaketen2001 May 22, 2015 6:21 PM Flag

    As you have said, it might be a good acquisition for Ballard.

  • Reply to

    Sunlight and water

    by redshoe77 May 19, 2015 2:09 PM
    jaketen2001 jaketen2001 May 20, 2015 8:14 AM Flag

    Wow. Even less efficient than using H2 straight up in a fuel cell, plus the added bonus of combustion exhaust pollution.

  • Reply to

    Big new customer

    by redshoe77 May 19, 2015 9:39 AM
    jaketen2001 jaketen2001 May 19, 2015 10:21 AM Flag

    it is home depot

  • jaketen2001 jaketen2001 May 18, 2015 3:12 PM Flag

    is that possibly increase in ownership that you are looking at? obviously, you can not own over 100%

  • Reply to

    from last call; pom-pom roll up

    by jaketen2001 May 18, 2015 12:52 PM
    jaketen2001 jaketen2001 May 18, 2015 12:53 PM Flag

    In just four months, we’ve already have clear line of sight on sales of our proprietary HD modules for 39 buses including 21 in Europe, with our partner Van Hool tending United States with Partners BAE and El Dorado and eight with a new Chinese partner.

    In addition, we’re making real and measured progress in the Chinese tram market. In March, only a few short months after receiving an initial purchase order for HD7 modules, the world’s first hydrogen fuel cell powered fixed rail electric tram was successfully demonstrated at CSR Qingdao Sifang in Qingdao China.

    CSR Sifang is a central yield company that manufactures high speed trains and mass transit vehicles. CSR Sifang the city of Foshan and Ballard are collaborating on the possible commercial deployment in significant fuel cell tram project in the city of Foshan in 2016.

    We also signed new Technology Solutions projects, including on-boarding a new global automotive OEM customer as well as finding the next phase of work with [indiscernible] technologies for a high value military application.

    Lastly, we have high customer engagement on a number of exciting licensing opportunities in China that we’re advancing through our sales pipeline, including in bus and tram.

  • This initial tranche of 100 units is the first of the series of planned deployments in RJIL’s Indian network in 2015 and 2016. The deal marks an important commercial milestone for telecom backup power growth strategy with a signature customer in a major emerging market. RJIL is a subsidiary of Reliance Industries Limited, India’s largest private sector company with businesses across the energy and materials value chain and a strong presence in the rapidly expanding telecommunication sector.

    As the only company with a Pan-Indian broadband wireless access license, RJIL is in the process of building out a new 4G telecom network, which requires the acquisitions of hundreds of new base station towers. India is one of the fastest growing telecommunications markets, with more than 10 million new subscribers added each month. Approximately 300,000 telecom tower in India face electrical grid outages in excess of eight hours on a daily basis. So there is an acute need for reliable, cost effective and clean backup power solutions with extended duration capabilities. This is right in our sweet spot.

    We’re also excited about some of the other scale deployment opportunities for telecomm backup power in key geographic growth markets that we’re working through our sales pipeline.

    As we turn our attention to the U.S. telecomm backup power market, we can also now report that Ballard has successfully met all outstanding conditions stipulated by the New York City Fire Department in order to gain certification of our methanol fuel systems for roof-top deployments.

    You recall this is an under-served market in major metropolitan centers in the US were diesel and battery options are not able to effectively compete. This approval, the first of its kind was an important dating hurdle that now enables us to continue trial and commercial deployment discussions with potential U.S. telecomm customers.

  • Reply to

    Anglo and Canadian partner

    by redshoe77 May 18, 2015 9:37 AM
    jaketen2001 jaketen2001 May 18, 2015 10:30 AM Flag

    All good. I am not sure I would call what Ballard did 'off the grid', since it requires fuel to be delivered by truck. Looks like there is a plan to do a second demo.

    And maybe there exists an additional opportunity to do a MW scale project as well.

    While Sheridan would say things were as good as done when they were pure speculation, seems like Randy almost speculates about things that are nearly done. So hopefully that trend continues.

  • Reply to

    First NYC, and now Hawaii

    by jaketen2001 May 12, 2015 7:31 AM
    jaketen2001 jaketen2001 May 14, 2015 1:53 PM Flag

    It will all start on islands like Hawaii, with very high imported fuel costs and inordinate environmental risk from delivery tankers.

  • Reply to

    Best case scenario for Ballard

    by jaketen2001 May 13, 2015 12:52 PM
    jaketen2001 jaketen2001 May 13, 2015 2:45 PM Flag

    distributed generation

  • -Jio supplements order and NTT gets back on track and resumes deliveries by EO year. Additional new orders in US. 2015 shows YoY growth.

    -Plug deliveries show 30% growth.

    -Ballard continues success in bus and secures another 10 modules orders by EOY.

    -Engineering services remain level YoY.

    -Randy's special request; close a MW DG deal by EOY.

    -Margins back under control.

    -Have the visibility and the ability to project 2,000+ telecom deliveries in 2016; 40 additional backlog for bus; increase in ES + defense work, plan to play in auto.

  • Reply to

    God will judge you

    by redshoe77 May 12, 2015 3:11 PM
    jaketen2001 jaketen2001 May 12, 2015 6:35 PM Flag

    And just like that Red, 99% of Catholics became cafeteria Catholics on yet another issue. Because none of them will pick this up and do anything with it. Anyways, congrats to Pope Francis, a real man of the people, a real man of God.

  • so that is great. anyone see how Marsh blurted that out on the call? oops. he doesn't just talk slow he is s.l.o.w.

  • jaketen2001 jaketen2001 May 12, 2015 7:36 AM Flag

    Ballard makes it difficult to cull that information for Plug, and for any other publicly traded company that they supply. They do not want to affect the share price of another public traded company by disclosing too much information about sales, etc. FWIW, Ballard's year over year mat handling shipments were up 26% in Q1, but Plug's revenue was up 69%.

  • jaketen2001 by jaketen2001 May 12, 2015 7:31 AM Flag

    Hawaii is on the verge of being the first state in the U.S. to set a goal of generating all of its electricity from renewable energy sources.

    Under a bill the Hawaii Legislature passed this week, 100 percent of the state’s electricity would be generated with renewables by 2045. If Gov. David Ige approves the measure—he has until the end of June to sign it—it will put the state’s climate goals far ahead any other, and extend Hawaii’s Clean Energy Initiative through mid-century. The initiative aims to reduce the state’s dependency on oil, which generates most of its electric power.

    Hawaii has more than climate change in mind in completely converting to renewables. The state’s goal, according to the bill, is to stop importing fuel. The state imports about 93 percent of all its energy, making its residential electric power rates among the most expensive in the nation—about 175 percent of the U.S. average. Already, the state gets about 22 percent of its electricity from renewables, mostly from wind and solar.

    “This is a significant step in our effort toward reducing Hawaii’s dependence on expensive imported oil and putting the state on the path toward greater energy, environmental and economic security,” Mark Glick, Hawaii State Energy Office administrator, said.

    Under the state’s Clean Energy Initiative, Hawaii could generate “clean” energy from hydroelectric, biomass, geothermal, hydrogen fuel cells, ocean wave and tidal action, wind, solar and other energy sources.

  • Reply to

    Plug????

    by jaketen2001 May 11, 2015 1:38 PM
    jaketen2001 jaketen2001 May 11, 2015 1:39 PM Flag

    -44% margin on service revenue, huh?

  • jaketen2001 by jaketen2001 May 11, 2015 1:38 PM Flag

    margin went from -9 to +6, but SGA expenses doubled (?????)

    what a mess

  • Apple has pledged to create enough energy through renewable sources to power its global operations. Now it’s setting a far more ambitious goal to do the same for its manufacturing supply chain.

    Apple says it generates renewable energy – from solar, wind, biogas, fuel cells, geothermal and small hydropower plants — equivalent to 87% of the energy used by its facilities worldwide. The company’s goal is to get to 100%.

    Including the supply chain, which produces hundreds of millions of its products every year, will be a much tougher task. Apple says the supply chain uses roughly 60 times as much power as Apple’s own facilities.

    “This won’t happen overnight—in fact it will take years—but it’s important work that has to happen,” said Apple Chief Executive Tim Cook.

    The new target is part of Apple’s initiative to improve its environmental track record in China, which is now the company’s biggest overseas market and the base for most of its manufacturing.

    Apple has been criticized for the environmental impact of its manufacturing supply chain, both in terms of pollution and the amount of carbon energy used.

    Last month, Apple announced its first major solar energy project in China, a plan to build two 20-megawatt solar farms in Sichuan Province with partners.

    On Sunday, Apple announced a new multi-year project with the World Wildlife Fund to protect up to one million acres of working forests, which provide fiber for pulp, paper and wood products. Apple announced a similar initiative last month in Maine and North Carolina.

  • jaketen2001 jaketen2001 May 8, 2015 4:02 PM Flag

    You use talk like vomit, whatever you want to cover up with it you just go right ahead.

    Today's retail investor has no idea about Ballard, but they will if they go looking for investable ideas once the Mirai begins to make news.

  • jaketen2001 jaketen2001 May 8, 2015 7:41 AM Flag

    It is not irrelevant. The rise of FCEVs, through Toyota or Honda, or VW, or Mercedes, is bringing fuel cells back in to the common investing vernacular. It is spawning hydrogen fueling infrastructure. And auto FCEVs happen to be PEM, right in Ballard's wet spot.

    You always talk tough when it suits you about fuel cell shortcomings. But you really overdo it on the BEV cheerleading and the good news means bad news for fuel cells. Ballard does 20 million a year in auto fuel cell R&D work. They just made 50 mil on a fuel cell IP portfolio.

    If Toyota's rollout of Mirai goes well, it can only mean good things for Ballard.

  • Reply to

    german h2 station link

    by jaketen2001 May 5, 2015 3:39 PM
    jaketen2001 jaketen2001 May 7, 2015 11:09 AM Flag

    What I am starting to gather is that BLDP shot itself in the foot last year with QC issues on telecom shipments to NTT. It looks like they brought shipments to a standstill until the issue was worked out, and now they are biding time to see if anything else crops up. BLDP is assuming shipments to Japan will pick up again later this year, and then the India telecom deal is as big or bigger of a deal potentially.

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