Another reason to look at BLDP would be their hold on the patents for the technology. I am long on both BLDP and PLUG but I would think at some point BLDP might be able explore another revenue stream by licensing their tech to other firms. Just a thought.
BLDP CEO mentioned 2 Auto OEM "developmental programs" which are "smaller and more narrowly focused" than the VW contract. He also said 2 US telecom carriers were talking about "hardening their grid (power supply). Sheridan appears to understate future prospects...so I think there are 4 potential deals for BLDP in their "Growth drivers" discussion. Comments ??
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