...yes, we can - and we are alive and kickin´ ... hatte BALLARD vor Neujahr ´ne mail mit der Bitte um einen Ausblick in kritischen Zeiten geschickt; die Antwort kam heute und bestätigt meinen (vorsichtigen und mittel- bis langfristigen Optimismus):
Subject: Outlook
Hello there
I would like to have your opinion on some crucial items concerning BALLARD investments:
How would a FORD bankruptcy affect BALLARD ?
Can revenues from energy backup sales compensate for slow growth in other fields of business?
Could you possibly highlight some BALLARD USP´s (Unique Selling Propositions)that make near- to mid-term profitability appear likely?
Will BALLARD be able to keep their skilled staff in times of recession?
Thank you and kind regards: ... / Germany
Dear ...,
Thank you for your interest in Ballard.
As you know, earlier this year, we completed a transaction that revectored Ballard to focus on our growth markets of materials handling and back-up power, while de-leveraging Ballard from the automotive fuel cell business and recording a $97 million gain in our first quarter. We continue to hold a 20% interest in AFCC the joint automotive development effort with Ford and DaimlerChrysler. Should Ford declare bankruptcy, the process would be dictated by the US legal process for companies in bankruptcy and a trustee would be appointed to manage the affairs of Ford.
Our strategy is to focus on our growth markets and accelerate product adoptions in these markets, while maximizing the bottom-line contribution from our supporting business segments. Our 2008 goal was to double our 2007 product shipments of 849 units. We expect to be in excess of 1,700 units by the end of 2008. Also removing automotive engineering development revenue, our revenue from 2005 onwards has grown each year, including the forecast for 2008. In addition to our shipment and revenue growth, we are on-track to achieve at least a 20% cost reduction on all our product platforms.
With regards to the macro-economic conditions, we feel that Ballard is well positioned with a strong balance sheet, especially given the approximately $41 million Canadian in cash that we received on Dec 31st from our non-dilutive financing. We also believe the above factors, and our strong employee engagement will allow us to continue to attract and retain the skill sets required to meet our goals.
Regards, Amy
Ein Blick auf den WO Tageschart zeigt, dass auch heute wieder in Toronto ordentlich gekauft wurde.
In dem Sinne: Ciao bis bald - Weltgeist (Quelle;o)) |