Ballard Power Systems Inc (BLDP)

[ballpeeno]

FC market huge potential coming...
A little concerned that BLDP model, while gaining traction, may be "A LOT TOO LABORIOUS" to be the answer to getting to crital mass.
FC market projection for 2018 are $8.5 billion. beyond that = exponential.
We all know the three leaders ( Bldp, FCEL,PLUG). Let's say Ballard has,conservativley, 1/8th of market access. If they deliver on current balance demand of $264 million by next year, how much slack of the remaining market demand can they fulfill beyond that in 2018 if they're already backlogged? Who steps up? I'm confused.
SEEMS THAT A BETTER SIMPLER ANSWER LURKS.
THEY'RE KINDA BRICK AND MORTOR relative to other solutions that may be under our nose (although I love them right now).
Might be surprised...
Long for now....BALL