以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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BLDP
13 atoms · 跨 3 天 · 首见 2026-05-20 · 最近 2026-06-23
三色: 🟦 fact 4 · 🟥 take 9 · stance ▲9/▼0/◆4
来源: X 13
时态: fresh:13
标签: 好观点:10 · 好思考:3 · 好数字:2 · 好信源:1
叙事 (narrative) (7)
- 2026-05-21 · PEM 技术路线选择优势
Because of these reasons PEM becomes way superior: 1. Speed to permit. 2. Clean Emission (diesel emits too much and is starting to get banned in a lot of states and makes loud noises too). 3. Reliability & Maintenance
tags: 好观点·好思考 · → daily
- 2026-05-21 · 数据中心柴油发电机禁令影响
A lot of these Datacenters are forced to find a new alternative since diesel is being banned in many states and also mag 7 are trying to also be carbon negative by 2030+, and they plan to remove all emissions
tags: 好观点 · → daily
value: date=2030+
- 2026-05-21 · TAM 大小判断
the TAM is huge for them
tags: 好观点 · → daily
- 2026-05-21 · Vertiv 战略合作伙伴关系
they have a structural moat with Vertiv. Since Vertiv won’t be allowed to sell their product if datacenters don’t come online quicker and more efficiently so Vertiv uses $BLDP as a strategic partner
tags: 好观点 · → daily
- 2026-05-21 · 测试与部署阶段状态
Ballard already finished testing phase and now are in rollout out phase so I am expecting contract/deals very soon
tags: 好观点 · → daily
- 2026-05-21 · 氢供应解决方案可靠性与时间优势
choose wisely… 3 month wait or YEARS of wait for diesel approval… hydrogen supply will be available one way or another
tags: 好观点 · → daily
- 2026-05-21 · Vertiv 集成氢系统交付方式
Vertiv prefabricated the entire hydrogen system into one turn key module
tags: 好观点 · → daily
预测 (forecast) (3)
- 2026-06-23 · annual run-rate EBITDA synergies forecast
Ballard sees ~$25M of annual run-rate EBITDA synergies
tags: 好数字 · → daily
value: qty=~$25M · date=current
- 2026-06-23 · path to profitability forecast
maintained its path to profitability by 2028
tags: 好观点 · → daily
value: date=2028
- 2026-05-21 · 合约对股价影响预期
if they get even a small a contract their stock will pump like 30%+ easily
tags: 好观点 · → daily
事实 (fact) (3)
- 2026-06-23 ⭐ · acquired GeoPura
$BLDP agreed to acquire UK-based GeoPura, a hydrogen-based stationary power provider, for ~£301M enterprise value.
tags: 好信源·好思考 · → daily
- 2026-05-21 · 氢供应解决方案
Vertiv and Ballard are deploying "Integrated H2 Hubs" where hydrogen is stored in high-pressure modular tanks right next to the data center. For larger campuses, we are seeing the rise of "On-Site Electrolyzers" that use solar or cheap off-peak grid power to split water into hydrogen and store it in bulk
tags: 好观点·好思考 · → daily
- 2026-05-20 · 股价涨幅
$BLDP is also up 14% so it’s probably just $BE sympathy
tags: 好数字 · → daily
value: qty=+14% · date=2026-05-20
时间轴 (近 20)
- 2026-06-23 ·
fact · acquired GeoPura · → daily
- 2026-06-23 ·
forecast · annual run-rate EBITDA synergies forecast · → daily
- 2026-06-23 ·
forecast · path to profitability forecast · → daily
- 2026-05-21 ·
narrative · PEM 技术路线选择优势 · → daily
- 2026-05-21 ·
narrative · 数据中心柴油发电机禁令影响 · → daily
- 2026-05-21 ·
forecast · 合约对股价影响预期 · → daily
- 2026-05-21 ·
narrative · TAM 大小判断 · → daily
- 2026-05-21 ·
narrative · Vertiv 战略合作伙伴关系 · → daily
- 2026-05-21 ·
narrative · 测试与部署阶段状态 · → daily
- 2026-05-21 ·
fact · 氢供应解决方案 · → daily
- 2026-05-21 ·
narrative · 氢供应解决方案可靠性与时间优势 · → daily
- 2026-05-21 ·
narrative · Vertiv 集成氢系统交付方式 · → daily
- 2026-05-20 ·
fact · 股价涨幅 · → daily
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