Investment Q&A

Q: Interesting article on BE in the Globe today, focusing on Bloom's readiness for on site power generation, and the surging growth of data centers. Does this influence your thinking about BE's current investment attractiveness? Your thoughts are appreciated, thank you

al

Q: Hi All at 5i!!
What are your thoughts about Bloom as a hydrogen play?? Is it profitable yet? Is there another company that might be a better choice to start a position?

Cheers,

Tamara

Q: what are your best suggestions for an investment in hydrogen energy? Are any profitable?

Q: It seems the world’s electrical grid is going to look a lot different in the future. All the talk is around digitization and decentralization, whereby DER’s (distributed energy resources) will add supply back into the grid (solar panels, generators, even EV’s) and the local utility will also be able to reduce demand remotely by adjusting your a/c, hot water tank etc. all enabled by smart meters/networks driven by the technology of the internet of things and AI. My question is do you have an idea who the capital light kind of tech companies are that are going to provide the services to all the Utilities out there to make this happen? It is already happening in few places on a small scale, but the addressable market going forward is mind boggling. I guess I would much sooner invest in the tech than the guys digging lithium out of the ground! Any info appreciated, thanks.

Q: Do you agree, Hydrogen Takes Off?

Plug Power (PLUG), Ballard Power (BLDP), Bloom Energy (BE).

Which has the most potential and rank the 3.

Would you recommend another?

Thank you.

Q: Hi Peter,

I’m looking for some good names in Hydrogen business in Canada, US, and international. I appreciate your perspective on the business and how do you see investing here at the moment , if it early or a good time?

Best,
Matt

Q: Hi group i am thinking that Hydrogen is going to become very popular as fossil fuels are under pressure > assuming that trucking companies will switch to Hydrogen for their fuel requirements. Can i have your thoughts in general + how would you play the opportunity (ETF or specific companies . thanks

Q: This mornings earnings look like a disaster and the stock is down heavily and their margins are out of whack - but the management commentary indicates things are just dandy. What gives? Lumpy order recognition, shipments ........ ?? Appreciate your observations and outlook.

Q: Could I get your opinion on:
" Opportunity for the hydrogen market is in heavy transportation, such as big trucks."
Any company you would suggest in relation to this?
Thank you.

Q: Hi Everyone at 5i! It has been reported that the UK is designing a few model homes which use hydrogen for heating and powering appliances . Are there any notable companies in North America that are working on Hydrogen as an energy alternative that maybe worth while investing in? Cheers, Tamara

Q: I’m looking at Hydrogen & Clean Energy ETF’s. Can you rank these 3 BLDP, FCEL, & BE ? Also looking at ICLN ETF. What are your thoughts on all 3 as well as the ETF. Thanks.

Q: Appreciate your comments on the latest earnings reports for A, BE, & NUAN, and if you would continue to hold, add or move on. Thank you.

Q: Hi, US president wants to move to an al-electric federal vehicle fleet, above stocks can benefit from this policy? Can you recommend stocks will benefit from his policy?

Thank you.

Q: Hi 5i,

Could you rank these companies for their risk adjusted H2 potential over the next few years?

TIA!

Q: Hello Peter & team,

Do you have any stock recommendations for US or Canadian companies in Hydrogen?

As always, I greatly appreciate your advice!

Q: Good afternoon, team. This morning on BNN it was announced that CP is planning on developing a hydrogen locomotive. The G&M had an article identifying stocks it felt were positioned to make a pivot to the "hydrogen ecosystem". These seemed to be mostly drillers: HAL, BKR, SLB and, in Canada, PD and EFX. Also today my Economist arrived with an article hydrogen powered flight. Something seems to be happening here. I have had Ballard Power but it hasn't ever made a profit. Is XBC in this field? Can you identify two or three US and Canadian companies that might be good for investment now?

Q: Hi 5i Team - Having just read an article in the Star about the renewed potential for fuel cell powered vehicles am just wondering what your opinion on this would be especially given the great need to reduce greenhouse gases. Also are there any specific companies in this field that you think might do well over the next three to five years. Thank you.

Q: Bloom Energy: This is a new company having an innovative type of fuel cell technology. Has some powerful backers and great customers. Was not able to pull up this company in your database..possibly because it is recently listed in NYSe. Can you tell me thoughts on this.and take a look at their financials
..I think this could be a disruptor...Thanks again. Great Webinar as usual.