Re: I see no special advantage that Ballard has
Therein lies the rub.
A mention of ENER on the Gilder Technology Forum last week got me reading this thread as well as many of links that have been provided, all in an effort to get up to speed on this company. I have to admit though, the science is beyond me as even the most innocuous educational post seems to soon turn into a post doctorate level thesis so steep with mysterious nomenclature that it spins my cognitive senses into a stupor of jello. Like a chimp turning on a light switch, I am at once mystified and confused, left drifting in perpetual state of awe and incoherence.
So I turn to my charts, the simplicity and companionship of trusted terrain where everything everyone knows about the companies is reflected in the direction of lines, candlesticks and bars. What I see is ascending interest in BLDP and FCEL, while ENER seems to languish. An anomaly that spells opportunity? Or a market truth reflective of the respective underlying technologies?
My charts place ENER third in this trio, but the brain trust that contributes collectively under this moniker seems to think and feel otherwise, placing ENER well above the others, for reasons that have clearly been studied and understood by said contributors, but as I have alluded to above, those same reasons have been less obvious, almost elusive, to this investor.
Is the ENER advantage so obscure that it cannot be explained in a few plain sentences, all right paragraphs if that is what it takes, to an idiot like me?
A |
