Hop on your rickshaw and go back at the Zacks' HQ for low IQ..... here's the "other-yourself" talking less than 6 days ago:
"by philstrong1995 • Jun 17, 2016 4:04 PM
I would not buy shares of Hydrogenics when it is clear the day after the sharesprise is minimizing
Sentiment: Strong Sell"
It's not such a "new" news. HYGS signed a deal for 200 Hydrail-engines with Alstom 13 months ago.
The real news would be if BLDP pull out some kind of contract like HYGS..... not that HYGS took advantage from that deal, I mean its shareprice.
Blue was true, 2 years ago. These kind of stocks, they only pass through hype-cycles. And in the middle, nothing happens, carelessly to the news.
Just for playing, when do you (Blue) guess for next hype-cycle?
I say with (if any) next oil rally.
"The fuel for this are supplied by Hydrogenics....". Wrong. HYGS is supplying them with eng-services, stacks etc.... no mention of "fuel" (h2).
Google: "Hydrogenics and Alstom Transport Sign Agreement to Develop and Commercialize Hydrogen-Powered Commuter Trains in Europe".
It's "....200 engine systems along with service and maintenance as necessary over a 10 year period....".
Hold your Berlucchi chilled... for the little I know this company, if and I say if the germans keep their word, BLDP will find a way to miss also this one.
At this point I only want 3$.
Google it..... but the question is.... is still BLDP involved (directly or indirectly with partners) into this slooooooower than expected project, namely ene.field?
My point is that theorically they didn't sell H2-telco. But probably ME-telco are nothing more than H2-telco plus a reformer, so they're somehow included on the transastion.
@fcpower, 3 Mil$ + 3Mil$ in stacks supply (2Mil$ minimum, that we'll neither see, tragicLOL).
At the end of the day, Dantherm was another (cheap) dud.
Sheridan (or CTO) apparently didn't look carefully at technical data sheets or something. This is a business that did penetrate the market by the start bc many units were sold....... but something went wrong during second time. My opinion is that there's something wrong on the life of the reformer.
In the best case scenario, there was no flaw on the units.... another IP sold to a company that underpays workers.... they'll sell ME-telco like candys and we'll supply billion$ of stacks. Win-win.
Already suppressed before or what?
The PR says nothing about the H2-telco.
I'll try to be a little constructive, now.
Fcbuses, that's a given... it's quite crucial for the very near term.
Possible Telco recovering, maybe later.... fine.
But I wonder why they're not pushing with more strenght the Cleargen (500kw - 1 MW)...... those big boyz that rise 500k - 1Mil$ each.
Next deployment of cleargen is between this year and 2017, to the French if I recall correctly.
HYGS (and I hope they get it done) just deployed 1st MW to Kolon, in Korea. Additional 20 - 50MW are expected.
They'll use PEMfcels, basically same tech of the Cleargen (they'll use surplus pure H2 from an huge existing plant).
Why on heaven is not possible for BLDP to pursue same strategy?
50 fcbuses at least in 2016, plus contract for 100 more.
Acquisition of Reli-on was suspected low-ball offer by start(IMO).
I wonder - in our common interest - if PLUG released also data about how many telco devices they deployed.
BC also at HYGS the telco is dead or sleeping.
Correct, and there's a clip at Hannover's where CTO says so.
I'm just pointing out that in EU it's all going at a slower pace.
The Callux as well.
In this scenario of sinking profits, I'd like to know what about their safety costs. Authorities should pay a bigger attention to how their work is done in these days of costs cutting.
But jokes apart, how can a company find NOT new big shareholers in.... how many years?
Last one was Angloplatinum..... oh, what apart APlatinum? No updates, no followon orders...... nothing of nothing.
China is becoming the savior of a fccompany, so it means that the game is almost over, one way (multiyear contracts+royalties+IP services) or another (IP steal).
Europe is not pushing fcells at the pace it looked like 2 years ago.
In the near-mid term I'm looking for 3$ here.
Not to spread pessimism, but if I read between the lines, I see problems for Kolon.
Why? Bc CEo said before that it was a done deal (for 4 qrts now).... it was only a matter of "testing the first 1Mw and that's it". Instead now he says that it's bc a very complicated plant...... wait wait, there's no complicated plant, these kind of plants were supposed to be really EASILY SCALABLE.
Now, send him this kind of question, and gently post here their replies.
More respect to shareholders.
At this point I think we should team up some class action.
Make someone trace their lines, this MB, everything and send it to the SEC.... all old time sob that keep on infesting the place since 15 years, with no logic reason.
In the end some other director plus some friend (here, fake analyst or whoever) will loose their heads.