BMO Aa bit more upeat on BLDP after the CPKC dealDec 8
" we estimate this order could result in $18-20MM of revenue, all of which BLDP anticipates will be delivered in 2025. This is a olid win for BLDP and is consistent with commentary from management on it's 3q call that orders woul pick up in q3.. That said, we believe an order of this size was needed to support concensus revenue of $100MM in 2025 given BLDP's 12 month order book at the end of q3 stood at just $58MM"