Opinions John McColl
Ballard Power SystemsBLDP.TOWEAK BUYSep 25, 2002
Owns a little bit, just in case it takes off. Very speculative.
John McCollUnknown
$16.64
Stock price when the opinion was issued
$6.85
As of Jun 05, 2026. Market Open.
misc industrial products
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
You might be interested:
RISKY
Highly speculative. He owns a tiny position. Society won't power EVs purely on batteries and will require a bridge that Ballard could benefit from. They represent value. A long-term hold for him.
Andrew PyleOwned
misc industrial products
DON'T BUY
Good opportunity with China opening up? China is the source of its largest orders. There's been a lag. Not too involved in China's EV trade. Longer term, hydrogen is more of a 10-year story, not a China reopening story. Can this technology be commercialized, and does BLDP have enough tech leadership to make it unique as everyone scrambles for a piece of the pie? Lots of challenges. High on speculation, so it depends on your timeline and risk tolerance.
Jamie Murray No
misc industrial products
WATCH
Unspecified
Its revenue is 100 million which is not large. Still waiting for it to really commercialize. It raised a lot of money at much higher prices so it has good reserves of cash. The fuel cell industry is still developing and the question is can it compete against the electric vehicle system.
misc industrial products
WATCH
He used to own it to get exposure to fuel cells, but the market doesn't like high-PE names like this now. Also, their joint venture in China is delayed by supply chains and Covid. It's a leader in fuel cells using great technology, though. A higher-risk name, but it's in his bullpen so he can decide when to buy it back.
misc industrial products
PAST TOP PICK
(A Top Pick Jul 09/21, Down 27.84%) Stock has disappointed in the past year, but he sees it as a 5-10 year position. EV targets are aggressive but ultimately will be met. He's been adding to weakness and still believes in it.
Andrew PyleOwned
misc industrial products
