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๐Œ๐š๐ซ๐ค๐ž๐ญ ๐…๐ฅ๐š๐ฌ๐ก: $BLDP (Ballard Power Systems Inc.)

๐‡๐ฒ๐๐ซ๐จ๐ ๐ž๐ง - ๐ข๐ฌ ๐ญ๐ก๐ž ๐ก๐ฒ๐ฉ๐ž ๐จ๐ฏ๐ž๐ซ?


๐“๐ก๐ž ๐๐š๐ฅ๐ฅ๐š๐ซ๐ ๐๐จ๐ฐ๐ž๐ซ ๐ฌ๐ก๐š๐ซ๐ž ๐ž๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž๐ ๐š ๐ฆ๐ข๐ฌ๐ž๐ซ๐š๐›๐ฅ๐ž ๐ฅ๐š๐ฌ๐ญ ๐ญ๐ซ๐š๐๐ข๐ง๐  ๐ฐ๐ž๐ž๐ค ๐š๐ง๐ ๐ญ๐ก๐ข๐ฌ ๐จ๐ง๐ž ๐›๐ž๐ ๐ข๐ง๐ฌ ๐ฅ๐ข๐ค๐ž ๐ญ๐ก๐ž ๐ฅ๐š๐ฌ๐ญ ๐จ๐ง๐ž ๐ž๐ง๐๐ž๐. ๐€๐ญ ๐ข๐ญ๐ฌ ๐ฉ๐ž๐š๐ค, ๐ญ๐ก๐ž ๐ฌ๐ญ๐จ๐œ๐ค ๐ฅ๐จ๐ฌ๐ญ ๐š๐ฅ๐ฆ๐จ๐ฌ๐ญ ๐Ÿ‘๐Ÿ’ ๐ฉ๐ž๐ซ๐œ๐ž๐ง๐ญ, ๐ฐ๐ข๐ฉ๐ข๐ง๐  ๐จ๐ฎ๐ญ ๐š๐ฉ๐ฉ๐ซ๐จ๐ฑ๐ข๐ฆ๐š๐ญ๐ž๐ฅ๐ฒ ๐Ÿ.๐Ÿ•๐Ÿ• ๐›๐ข๐ฅ๐ฅ๐ข๐จ๐ง ๐ž๐ฎ๐ซ๐จ๐ฌ ๐ข๐ง ๐ฆ๐š๐ซ๐ค๐ž๐ญ ๐ฏ๐š๐ฅ๐ฎ๐ž. ๐„๐ฏ๐ž๐ง ๐ญ๐ก๐จ๐ฎ๐ ๐ก ๐š ๐œ๐ก๐š๐ซ๐ญ ๐ซ๐ž๐œ๐จ๐ฏ๐ž๐ซ๐ฒ ๐ฆ๐จ๐ฏ๐ž๐ฆ๐ž๐ง๐ญ ๐›๐ž๐ ๐š๐ง ๐จ๐ง ๐…๐ซ๐ข๐๐š๐ฒ, ๐ญ๐จ๐๐š๐ฒ ๐ฐ๐ž ๐ฌ๐ž๐ž ๐š๐ ๐š๐ข๐ง ๐ก๐จ๐ฐ ๐ฆ๐ฎ๐œ๐ก ๐๐จ๐ฐ๐ง๐ฐ๐š๐ซ๐ ๐ฉ๐ซ๐ž๐ฌ๐ฌ๐ฎ๐ซ๐ž ๐ข๐ฌ ๐ฉ๐ซ๐ž๐ฌ๐ž๐ง๐ญ.


Ballard Power Systems Inc. is a Canadian manufacturer of fuel cells. Ballard's zero-emission PEM fuel cells enable the electrification of mobility, including buses, commercial vehicles, trains, marine vessels, passenger cars and forklifts.


Hydrogen, global warming, decarbonization of mobility - all topics that are hot right now and will remain so in the years to come. Undoubtedly an industry of the future, whose shares have been in a strong correction mode since February.


And last week, the worse-than-expected quarterly results from $NEL.OL (NEL ASA) and Ballard Power dealt another blow. Ballard also has problems with a plant in China. The numbers and outlooks from $NKLA (Nikola Corp) and $BE (Bloom Energy Corp) did little to help. Even the mass of positive operating news paled before generally unsettled and "secure profits at all costs" investors in hydrogen stocks. For one thing should not be forgotten: A year ago, hydrogen stocks were trading at a much lower level.


To Ballard Power in particular:

Ballard Power continues to post losses. This is not unusual for a company that is still scaling its business - but there was no sign of growth last year. Consensus forecasts predict Ballard Power will return to solid growth in the coming years, with sales expected to nearly quadruple by 2024.


There are great opportunities in the hydrogen market, where Ballard's products could be in demand as an industry pioneer. Particularly in heavy transport, there are opportunities for lucrative business for the Canadians. By 2024, Ballard Power aims to reduce the cost of fuel cell stacks by 70 percent. That would further expand the current gross profit margin of a good 20 percent. Does this mean that we should now rather sell and look for the next best thing? No! Watching the chart, you see, that Ballard Power always had ups and downs in its history, even in its more distant one.


The same rules apply as always: if it's a good company with a good outlook, a high investment ratio and lots of gunpowder, it's a "hold". Because that's what Ballard Power offers. Nonetheless, there's still enough pressure there that it doesn't feel like a buy at the moment in my eyes - but we're getting closer.


Have a good start of the week


BR

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