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Re: tykundegex post# 37995

Wednesday, 05/27/2015 8:37:58 PM

Wednesday, May 27, 2015 8:37:58 PM

Post# of 85933
Great post, but I disagree on just a few points. The advantage of the small two wheel vehicles is that they can become an overnight huge volume user of massive quantities of one size fits all MVTG fuel cells overnight in Asia. The Asia countries can be up and building these in massive quantities overnight under license from MVTG with little cash needed by MVTG to get to a massive positive cash flow and profit, since they will not and are not planning to build them in house anyway.

While Ballard could buy MVTG's fuel cell tech, I do not see that happening because MVTG needs to retain the fuel cell for combination with the ERC to make the worlds first rechargeable fuel cells a reality. MVTG can not afford to separate the two techs. Licensing to Ballard for certain applications, or doing a JV deal maybe.

Also Ballard has failed to make a dime in nearly forty years, or to succeed in making H2 PEM=fuel cells the solution to energy and pollution problems in any big way, not sure they have the right stuff to make it big?

"If the technology is as viable (economically, ecologically) as they say, then I'd rather see MVTG acquired by a real player like Ballard, than have team-Mantra try to put in place a full supply and fabrication chain plus all the support infrastructure they'd need. It would take them too long and too much money IMO. "