You have it all wrong,
I go to sleep at night praying for the success of both Ballard and Plug,
and other fuel cell companies that will be DCHT's best customers.
The more fuel cells these companies sell,the more sensors they will
need, and as DCHT's sensors are the "defacto standard", it is a
foregone conclusion that DCHT is the biggest winner from their
success.
One thing has nothing to do with the other,
whereas in the past I have mentioned the gross disparity in the market
caps of the companies, itis a no brainer that DCHT will increase in
price.
In order for DCHT to be fairly priced against PLUG,
it would have to be at $ 40.00 per share, but Plug is a much bigger
company, and now has a war chest, so would 1/10th the market cap
be reasonable for DCHT?
If so, then DCHT should be $4.00 a share, not 1.25
In order for DCHT to be failrly priced against Ballard, it would have to
be at $100.00 per share, but Ballard has a $380 million warchest, so
what should it be, 1/10th, if so then DCHT should be at $ 10.00
I am not a PLUG or BLDP basher, as that would be against my own
interests,
but I simply make the case that id they deserve the market caps they
have, then DCHT surely must be priced far higher.
And it will be..... |
