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Cch28

02/11/15 7:28 PM

#34214 RE: Zippy101 #34206

When the space shuttle took its maiden flight it was fitted with the best 10+ year old tech money could buy. Why???? Because it was a huge investment to produce the spacecraft and they wanted something that they knew was going to work based on historical results. Investing in a new vehicle powertrain for a company the size of VW is no small undertaking and represents 100s of millions of dollars if not a billion+. As wonderful as we think MVTG is (and I really think it is, and represents a phenomenally disruptive tech) it's just too damn new. Therefore, imho I believe VW is taking the conservative approach and embracing a more comfortable tech that when implemented will still deliver intended results. Mvtg will have its day. Personally, I'm hedging my bets as I hold: bldp, Mvtg, fcel and hygs. If they all don't succeed on their own merit then they will probably merge or be acquired. Ultimately, I'll win if I hold which is my plan. As well as acquire on dips. We are at the beginning of a long hydrogen foot path that will eventually be a paved 12 lane super highway. Hell, next week GE might sweep up all these companies! GLTA, it's gonna be a fun ride. My guess, is this will get some CEOs thinking and talking about opportunities.......
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Ecomike

02/12/15 5:05 AM

#34222 RE: Zippy101 #34206

VW has not been a serious short term target for the MVTG fuel cell, and thus not a loss. The E-Bike, E-motorcycle and small portable power supplies have been and are the short term MVTG-MRFC fuel cell market target, short term being 1-2 years. All MVTG needs in the car market, is one partner, like Toyota, who would be a far beter partner then VW. VW from what I read has been partnered with Ballard for years and mearly bought out the Ballard share of the partnership IP.

The important item you seem to have missed is the value of the IP that VW put on old tech Ballard fuel cell IP!!!!! That news helps value to MVTG investors/shareholders the superior MVTG MRFC-fuel cell IP, and value it at a much higher price than 80 million dollars, more into the billion dollar world wide value as the VW buy was no doubt limited in geography and to only VW vehicles, non exclusive.

The fact that Ballard is selling off that IP to VW, tells me that Ballard may be seriously considering a partnership with MVTG and a deal to move Ballard into the future, SUPERIOR, MVTG-MRFC fuel cells.