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Charbone Hydrogen Corporation (TSE:CH)
:CH
Canadian Market
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Charbone Hydrogen Corporation (CH) AI Stock Analysis

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TSE:CH

Charbone Hydrogen Corporation

(CH)

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Neutral 51 (OpenAI - Gpt-5.6Sol)
Rating:51Neutral
Price Target:
C$0.16
▲(30.00% Upside)
Action:Reiterated
Date:08/29/26
The score is held back primarily by weak financial performance: persistent losses, negative gross profit, and significant cash burn that implies continued reliance on external funding, despite improved equity and reduced leverage. Technicals provide some support due to a clear move above major moving averages and a positive MACD, but overextended momentum signals increase pullback risk. Valuation remains constrained by negative earnings and no stated dividend yield.
Positive Factors
Early Revenue Growth
Sharp revenue growth indicates early commercialization traction and suggests customer demand is beginning to develop. Sustaining this trajectory could improve operating leverage as hydrogen production facilities move toward greater utilization.
Negative Factors
Persistent Unprofitability
Negative gross profit and substantial operating and net losses show that current pricing, volumes, and cost structure do not yet support economic viability. Continued losses could delay breakeven and require additional capital before the model scales.
Read all positive and negative factors
Positive Factors
Negative Factors
Early Revenue Growth
Sharp revenue growth indicates early commercialization traction and suggests customer demand is beginning to develop. Sustaining this trajectory could improve operating leverage as hydrogen production facilities move toward greater utilization.
Read all positive factors

Charbone Hydrogen Corporation (CH) vs. iShares MSCI Canada ETF (EWC)

Charbone Hydrogen Corporation Business Overview & Revenue Model

Company Description
Charbone Corp. is a vertically integrated industrial gases company focused on the development and operation of a network of supply hubs for the production, storage, and distribution of ultra-high-purity (UHP) strategic industrial gases. The firm s...
How the Company Makes Money
Charbone Hydrogen’s revenue model is based primarily on selling hydrogen produced at its facilities to customers under supply/offtake arrangements. In this model, the company develops a site, installs electrolysis equipment, sources electricity (i...

Charbone Hydrogen Corporation Financial Statement Overview

Summary
Revenue is rising quickly (TTM up ~88% to ~$0.93M), but the business remains far from profitable with negative gross profit, large operating losses (EBIT ~-$2.5M) and a sizable net loss (~-$3.2M). The balance sheet is improved with positive equity (~$5.6M) and more manageable leverage (debt-to-equity ~1.07x), but heavy cash burn (operating cash flow ~-$4.4M; free cash flow ~-$7.1M) keeps funding risk elevated.
Income Statement
22
Negative
Balance Sheet
41
Neutral
Cash Flow
18
Very Negative
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Dec 2021
Income Statement
Total Revenue925.50K252.04K325.75K282.72K22.48K0.00
Gross Profit-182.29K-81.80K325.75K282.72K22.48K-70.31K
EBITDA-2.18M-2.23M-2.20M-2.49M-7.06M-1.29M
Net Income-3.21M-2.68M-2.84M-3.19M-7.38M-4.03M
Balance Sheet
Total Assets18.10M12.72M6.85M4.25M4.42M2.81M
Cash, Cash Equivalents and Short-Term Investments1.82M1.02M452.74K55.12K0.000.00
Total Debt6.03M4.81M4.48M2.64M2.12M5.33M
Total Liabilities12.46M10.92M8.21M5.87M4.48M7.23M
Stockholders Equity5.64M1.80M-1.36M-1.62M-67.87K-4.42M
Cash Flow
Free Cash Flow-7.11M-2.55M-1.80M-1.64M-4.75M-602.46K
Operating Cash Flow-4.39M-1.51M-1.56M-1.51M-3.98M-546.26K
Investing Cash Flow-2.67M-1.01M-87.47K240.44K-1.64M-877.88K
Financing Cash Flow8.88M3.02M2.09M1.36M5.56M1.42M

Charbone Hydrogen Corporation Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
C$1.70B11.2419.27%4.75%12.36%20.53%
63
Neutral
C$6.28B53.943.54%1.19%18.11%-70.04%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
51
Neutral
C$43.48M-9.55-112.16%439.89%42.91%
42
Neutral
C$23.25M-2.11-24.18%-51.53%
41
Neutral
C$7.96M-1.22-54.43%-100.00%22.47%
39
Underperform
C$286.75M-21.87-11.76%-15.00%-25.13%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSE:CH
Charbone Hydrogen Corporation
0.15
0.09
150.00%
TSE:MX
Methanex
83.22
30.45
57.71%
TSE:CHE.UN
Chemtrade Logistics
14.95
2.66
21.60%
TSE:FAT
Foremost Lithium Resource & Technology Ltd
1.25
-2.88
-69.73%
TSE:GRA
NanoXplore Inc
1.57
-1.65
-51.24%
TSE:HELI
First Helium Inc.
0.03
<0.01
20.00%

Charbone Hydrogen Corporation Corporate Events

Business Operations and StrategyFinancial DisclosuresPrivate Placements and Financing
Charbone Q2 Gas Income Surges 155% as Industrial Gases Platform Expands
Positive
Aug 27, 2026
Charbone reported second-quarter 2026 gas income of $0.5 million, a 155% sequential increase, with six-month gas income reaching $0.6 million versus nil a year earlier as demand for hydrogen and other industrial gases accelerated. Management highl...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 29, 2026