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Technology Stocks : Ballard Power -world leader zero-emission PEM fuel cells -- Ignore unavailable to you. Want to Upgrade?

To: blue_chip who wrote (4897)	1/24/2000 4:09:00 PM
From: John Curtis	Respond to of 5827

OT(somewhat): Curious....why is it threadsters seem intent on bashing other equities in a market sector more than sufficient to support several players? Is it jealousy? Angst? "Team spirit"? What? I say give it a rest. BLDP, and GLE ain't MY only plays in this sector. I'll bet the same holds true for other players. I say let's keep focused on the cards in your hands; not those in other players. As for me, although I've a core long term position in BLDP, I just closed out a short position I opened today at ~$72, once it became clear to me that today was all about BLDP retrenching, most probably due to a certain amount of profit taking. This ain't an unhealthy "thang". And as they say...tomorrow's another day.... John~

To: blue_chip who wrote (4897)	1/24/2000 8:12:00 PM
From: michael a. rowe	Read Replies (1) \| Respond to of 5827

blue chip is either an idiot or a liar or both i could spend time pointing out his lies etc... but i'm not going to waste it so your a pro eh....wow good for you look at the shit you posted

To: blue_chip who wrote (4897)	1/24/2000 9:50:00 PM
From: michael a. rowe	Read Replies (4) \| Respond to of 5827

<<<When? It's doable today .... the technology is here. When is it being 'COMMERCIALIZED' is the most important question? Ballard is building a plant to produce fuel cells in 2003. Global will have theirs operating in Calgary 'THIS YEAR"!!>>> ballards plant one will also be online this year....gle's claim to be operational with a plant and building 5000 units per year...kind of an insignificant amount ballards second plant up in 2 years aprox it them$$$$. <<<This is a typical stock market craze >>> seems to be....and the catalyst was the detroit autoshow where ballard displayed mark 900 and companies had fuel cell cars present <<<GLE @ $26.50 is an incredible bargoon!>>> a stock selling price is that important...what about technology, backers, financing, sales contracts etc.... <<<Ballard stock is at $112.00 & GLE stock is at $26.50. Should we have bought Ballard?>>> i did in 1995 some gle in 1999 just to catch the craze...not for any other reason...after the dust settles ballard will win out <<<In January of 1999 Ballard stock was at $40.00 & today (one year later) their stock is $112.00, a 180% increase. My congrats to those investors. In January of 1999 GLE stock was at 80 cents & today (one year later) it is trading at $26.50, a 3200% return. I own & will continue to own GLE$$>>> well ballard used to be less expensive too....and some smart people bought it then...made piles of money...sold some bought some jds really cheap....sold some..etc... <<<Which stock has the most potential from this point Ballard or GLE? GLE hands down. 'Market capitalization' of a company is established by multiplying the total shares outstanding x the current share price. Ballard is currently valued at $9 BILLION (that's a B). It takes mucho investment $ to move the stock of a $9B company. Don't get me wrong, Ballard stock will likely go higher, just not as much in % terms as GLE. The market cap of GLE is currently only $600 million .... a peanut in this business.>>> im seeing this crap all over about market cap...it doesnt take into account the fact that different companies will have different markets etc.....people seem to think all successful companies will have the same market cap...thats kind of stupid <<Ballard is always in the news .... where's GLE?>>> this is incredible...ballard is in the news when it is announced that another company has bought some cells from them or they have a production ready model or a car company has a car equipped with a ballard cell or they are building a plant...etc...etc....gle was in the news too...one was they couldnt sell 25 million $ worth of shares they needed to keep the company above water and that they had to extend the period required etc.... <<<Always remember, GM is not the only car manufacturer, McDonalds is not the only burger joint & Coke is not the only pop bottler!>>> but you seem to think that gle will be the only fuel cell manufacturer??? <<<The best investment will be in the company that has technology that will be priced low enough for reliable 'COMMERCIAL' production.>>> this statement is weird cant figure it out...what does price have to do with reliability? <<<The PEM needs 'PURE' HYDROGEN to function & there is no infrastructure in place ie gas stations. It works on 'methanol' but the infrastructure problem is the same. Any other fuel requires an expensive & bulky reformer to process the fuel into hydrogen BEFORE it enters the fuel cell. The SOFC operates on natural gas, gasoline etc. It reforms the fuel to hydrogen inside the cell using an inexpensive reformer. The SOFC does not need any changes to the infastucture. IF you're an EXXON, who are you going to support at the end of the day!>>> all fuel cells use hydrogen, any fuel other than hydrogen will have to be reformed...gle's is cheaper ok for now the infrastructure stuff is crap...lots of companies will pay to put in infrastructure to sell a product....a tank that will cost 50,000$ to install will last for 20 years sounds like hmmmm a mortgage...2000$ a year and you make money on the sale of a fuel....its called a business expense lots of oil companies are more forward thinking than exxon and have not crash tankers into alaska and are realizing that they are a fuel(hydrogen) suppliers and who cares what form of hydrogen you supply...in fact it will be a growing market segment...growing faster than the shrinking gasoline sector in a few years <<<Carbon monoxide is a poison to the PEM & a 'fuel' to the SOFC!!!>>> note: carbon monoxide is a posion to humans and lots of other forms of life...so why not stop producing it what exactly is your love affair with CO anyway? <<< Where are the likes of Greenpeace when you need them?>>> wouldnt greenpeace be in favour of stopping the use of oil and gasoline...why do you think they would be on your side? <<<The PEM uses platinum which is more expensive than gold! The GLE-SOFC uses inexpensive stainless steel.>>> the amount of platinum has been reduce to very small amounts about 50$ a cell how much is the cost of the stainless steel? weighing the environment factors in obtaining the 2 would be beyond me...platinium is mined and recycled etc...using energy and creating polution...stainless steel similar i dont see what the big deal comparing them is though...sounds good though eh..."platinum more expensive than gold" something they might say on the shopping channel maybe <<<The PEM uses a polymer membrane & needs to be protected against freezing. The GLE-SOFC uses ceramics!>>> ceramics to protect it against melting ..... and whats the point here? by the way some high temperature fuel cells have problems staying together because of the heat...causes breakdown i cant think of anything were high heat would cause substances to breakdown over time...even toast can become inedible if exposed to too much heat <<<The PEM operates at 80 degrees C and produces 'low' grade heat, useless. The GLE-SOFC operates at 800 degrees C and produces a high grade heat perfect for residential/stationary applications.>>> the use of the words 'low' and 'high' seem to imply something here...as if high is better than low...hmmmm well it must be i guess...unless you get to close or have to cool it down etc....and the heavy wear feature also.... <<<The PEM operates at 50% efficiency compared to the GLE-SOFC that operates at 80%" efficiency.>>> overall efficiencies have not been established, they would vary with each application etc...and you have to through in the fuel used as part of this comparison, i believe, ... you would use an SOFC maybe because you want to use beautiful gasoline and because you just love carbon monoxide i guess...... <<<The PEM starts faster than the GLE-SOFC & is why it is being touted as the replacement for the internal combustion engine (ICE). The PEM costs related to infastructure & and commercial production are prohibitive, in my view.>>> the faster start up is not the only reason...otherwise wouldnt car companies create cars that sensed your presence and started up as you got closer or something similar? the slow start up for sofc is just a problem the infrastructure cost is not credible...its a cost of doing business that lots of companies will make $ on and new fuel systems will be phased in overtime...a large city would need a few fueling stations at first...maybe even just at the car dealership and of course on major highways etc....i would put up with the fueling inconvience for a couple of years to buy a cell car i think you threw in 'commercial production' to make it sound better here......any product would be competative thats the goal and ballard has stated they will reach it gle hasnt yet <<<The GLE-SOFC will be used as an auxiliary power unit (APU) combined with...>>> ballard has also demonstrated an apu....so what <<<Delphi is the largest car parts supplier in the world & formerly owned by GM.>>> GM leads no market segment except maybe the crappy car segment....hey lets put out another one of those sporty z24's....zoom GM is also losing market share every year, they spun off delphi to keep it from spiralling down with it... president of GM "maybe they can sell some of those crappy parts to our competition...hehe...then their cars will breakdown as much as ours and we can tread water in market share" <<<It is public knowledge that DELPHI has a development agreement with GLE for the SOFC (April press release).>>> it is public knowledge that ballard has agreements with 8 of the big car companies and daimler and ford own big chunks of ballard etc..... then you go on to talk about tanks and the department of defense etc....yada yada yada...all real relevant im sure note ballard has tons of deals that you completely ignore or worse...why? <<<I rest my case folks. GLE $300".>>> buy companies....not stocks...your prediction is of no value and this is the wonderful post i was suppose to respond to what a waste of time.....so you wasted my time ok...im an idiot by the way i doubt anybody will read this far down and they didnt read your initial post either