Hey there..... still celebrating NOT? This tells a lot.... LOL
You're correct... LIPA went bad for fcells (and wind).
But - @longs - only 122 MW were assigned.
There are still 160MW + 120MW to be assigned, because 400MW is their target.
There's room to get some good byte.
Now, with my misere attention, I guess I made your day, Pd..... eheh
Mind it: only 122MW were assigned.
There are still 160 MW to be assigned..... and additional 120MW (400MW is the target).
There's still room to assign project to both wind and fcells..... it's only that I think it'll take time.
Some piece of contract on this LIPA (after Chip reiterated the thing more than once in CC) would have sustained the stock in the near time.
So now, I feel more comfortable with my half position. The web-writers on the short side will strike hard.
Fsulevine, this time Garp is right (unless it's a fake pdf).
122 MW were all given to solar plants, no wind or fcells.
"The wind projects were not
primarily because of
total cost relative to other alternatives
, including financial
risks inherent in those proposals
Similarly, none of t
he fuel cell proposals
, which would all be
fueled by natural gas,
were selected due to
price risks inherent in those proposals
This will hurt tomorrow.
Sold half stake.
nat.gas/methanol + energy to reform it = H2 + very low CO2 + very low pollutants
H2O + energy from solar/wind = H2 and no pollutants and no CO2
Jul 20, 2012
Hydrogenics to showcase Power to Gas Technology to Global defense experts
We're talking of 280MW of wind/solar arrays.
Imagine what kind of potential PTG application.
280MW wind/solar brings on an huge potential amount of peak/surplus energy...... 20-40MW of electrolizers.
I've known about this just today (FCEL qrt report).
At it's December 17, 2014 meeting the LIPA Board of Trustee's is scheduled to select renewable energy proposals, including offshore wind and solar projects received under a 280 MW Request for Proposals.
The meeting is open to the public and offers an opportunity for the public to comment.
For more information on offshore wind click here.
December 17, 2014 at 11am - 1pm
LIPA HQ, 333 Earle Ovington Blvd, 4th floor, Uniondale, NY 11553
I agree 100% what you said and I liked too the way he talked about almost everything.
I just can't understand how could he spent 30 lines to kill the most hyped and thrilling segment of fcells of this year (namely FCEVs).
My point: is BLDP going *NOT* to produce 100, 1000 or 10k FCEV-stacks into 2015?
JUST DON'T TELL IT!
Then, I'll let the discussion down.
One last thing. I think this article cause me an aneurism: just bought some.
I have my doubts but I don't care.
While I look for another 25% miss on revenues - yes, sad but It is so as the consensus was 20M$ and there are 5M$ missing - I'm buying this exaggerated dip.
This delay is priced in? not priced in?I say I don't know absolutely where pps is going to....
I'm prepared for another downturn. But I don't care..... near 100M$ in Mcap, 20-30% gross profits, it's pure i.diocy.
I've increased today.
No hurry is the motto.
To post something from websites, hightech reviews, whatever is abnormal?
Lately it's the only thing that brings something into this MB.
But when the world is falling down (and you can't sign a decent contract), please just ***OMIT*** to say what we won't execute. Focus market's attention only on what we will execute.
The guy has no strategy. That's my point. Maybe's only me.
And with that, the whole sector failed to deliver in second half of 2014.
Let's wait for a better 2015.
Sentiment.... wait some days, then buy
I'm not selling, but I'm calling for a new CEO by 4 qrts.
Just read the last interview (google...."New Ballard boss back to his fuel cell roots").
The stock is tanking with no news, because of the market and because he hasn't nailed a thing in 2 months, and the best he can say is that "Bldp won't follow the FCEV stacks production".
So, to be serious - not pump.er - a CEO won't call for FCEVs stacks production if that ain't actually on schedule.
But as he currently can't deliver anything, could he use his brain and AVOID to say what we won't execute?
****Really, where is this i.diot coming from?***
Very Positive: gross margins.
Positive: several bids on huge contracts
Mixed: the cash. -30M$, but there are new loans agreements
Negative: most backlog is made up with service stuff, split in 5-10 years..... the backlog sale$ book (100M$+) will be empty by 2.5 qrts. We have to sign equivalent 100Mil$ just to fill the 2015. 200Mil$ to scale up 80/90MW by mid 2015.
Question: when are these new contracts supposed to be assigned? (which qrt/2015)
I guess they launched a pilot project of one fcstack to cook hot-dogs at Octoberfest in 2017.
Sorry guy, my disappointment into this stock has just reached new high of year.
Thanks for the head up, 39k shares on Frankfurt mplace is atypical. Good.
"I am assuming Fuel Cell Energy solutions is a subsidiary in Germany"... correct.
Just one ticket, NASDAQ:FCEL....... then there's another ticket on FRA(Frankfurt) but is exactly the same, in Euros.
Thank you yahoo with its glitches. So I can occasionally enjoy phil's bipolarity. Few mgs below you talked about bankrupt and pps under 1 buck. Lol.
I love you as you were normal....