Ballard Power Systems - hydrogen for grønn omstilling

modestyB
BLDP 20.01.2021 kl 19:44 949

Grønnere hverdag er «in». En sak er el-biler, en annen er biler og tungtrafikk med hydrogen fuel-celler (Toyota Mirai).
Itillegg kommer det i år hydrogen fuel-celle i tog i Scotland. Det er et stort skifte pågang, og ikke minst regjeringens melding av 4.12.2020 om grønnere skipsfart.

Ballard Power Systems har milliard-omsetning, har holdt på med hydrogen fuel-celler i 42 år, og er allerede godt implementert i norsk skipsfart. De driver oppskalering med fabrikker, bl.a. i Danmark for å levere nok. De samarbeider med Hydrogène de France for å ferdigstille fuel-celle i megawatt-klassen.

Ser ut som hydrogen fuel-celle blir det mye volum av framover.

Noen flere som vet noe mere om denne?
Redigert 21.01.2021 kl 08:01 Du må logge inn for å svare
modestyB
20.01.2021 kl 20:31 917

De er gjeldfri med USD 700 millions på bok.
Ser ut som framtiden. 34.88 nå, sikkert 70.00 medio 2021.
Hvis hydrogen fuel-celler tar av blir det heftig.


Coverage Initiated: BMO CM is initiating coverage of Ballard Power Systems (“Ballard”) with an Outperform rating. Ballard is the
leading global developer of proton-exchange membrane fuel cell systems for commercial vehicles, and is set for rapid long-term
growth, as the Weichai JV in China and the European heavy-duty truck markets scale up. Ballard has ~45% share of fuel cell vehi-
cles deployed in China, over 80% share of fuel cell buses in Europe, and 95% share of fuel cell buses in California. The demonstrat-
ed industry-leading durability of Ballard’s fuel cells and its technical expertise provide competitive advantages as Ballard prepares
for the potential rapid growth developing in the emerging fuel cell heavy-duty truck market over the next two to three years. BMO
CM acknowleges the market is valuing Ballard on forward revenue growth. However, a number of dynamics should constrain
growth near term. Ballard’s partner in China, Weichai, is fully supplied with Ballard’s proprietary Membrane Electrode Assemblies

(MEAs) for the next year, and will be scaling up its supply chain over the next 18-24 months, while Ballard’s near-term revenue out-
look is mostly limited to the mature bus market. This should provide investors time to monitor the development of the heavy-duty
trucking market, including alternative battery-electric trucks, before the European market begins to ramp up from ~2024 on. Bal-
lard has pro-forma cash over US$700 million and no debt following the 2020 equity issuance. The company recently discussed
opportunities to add debt to its balance sheet to acquire further into the value chain, such as a European powertrain components
supplier.
Redigert 21.01.2021 kl 08:01 Du må logge inn for å svare
AksjeRik
06.05.2021 kl 16:06 749

Denne kommer til å ta av igjen! , sammen med Nel.
Redigert 06.05.2021 kl 16:06 Du må logge inn for å svare