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It happens every time.
Pumpers stir up froth (Buy the Rumor ) .
And then the News disappoints (Sell the Facts).
ECL = Nothing Burger
WTM - I am in AWE !
Your Top Four stocks are AT or Nearing ALL TIME LOWS ! How do you do it ?
I couldn't find 4 worse stocks if I tried . You have a remarkable talent.
If there any other stocks that have caught your eye please let us know ... especially if they are way overvalued.
As for you honest question, there is no truth or proof that 45v and the DOE Dough are being purposely delayed.
WTM - I am in AWE !
Your Top Four stocks are AT or Nearing ALL TIME LOWS ! How do you do it ?
I couldn't find 4 worse stocks if I tried . You have a remarkable talent.
If there any other stocks that have caught your eye please let us know ... especially if they are way overvalued.
As for you honest question, there is no truth or proof that 45v and the DOE Dough are being purposely delayed.
WTM - NKLA is at ALL TIME LOWS !
Another Hydrogen FAIL.
Collectively Fuel Cell Stocks are at ALL TIME LOWS !
But Hydrogen Stocks are at ALL TIME HIGHS !
You guys picked the WRONG HORSE.
WTM - I am in AWE !
Your Top Four stocks are AT or Nearing ALL TIME LOWS ! How do you do it ?
I couldn't find 4 worse stocks if I tried . You have a remarkable talent.
If there any other stocks that have caught your eye please let us know ... especially if they are way overvalued.
As for you honest question, there is no truth or proof that 45v and the DOE Dough are being purposely delayed.
Collectively Fuel Cell Stocks are at ALL TIME LOWS !
But Hydrogen Stocks are at ALL TIME HIGHS !
You guys picked the WRONG HORSE.
WTM - NKLA is at ALL TIME LOWS !
Another Hydrogen FAIL.
NKLA - NEW ALL TIME LOWS !
There are Much Better Investments than NKLA.
Banger - The Germany section was Huge, fully 1/3 of the exhibition.
Bosch likes to do things their own way, and felt they would have been diluted .
And don't just blame Sanjay and Twiggy. Marsh is the CEO and he should have acted as the CEO .
Andy's incompetence is why PLUG is circling the Toilet.
Banger - None of those you listed are bulk Hydrogen producers.
Even Olin was there as a Hydrogen producer.
The only Hydrogen producer not visible in any way was PLUG.
B_B - The big difference is that a hydrogen vehicle "exhales" much more water vapor than a human.
Not PLUG Related :
But Linde, Air Products and Air Liquide are all trade at or close to their ALL TIME HIGHS.
LINDE is one of the least shorted stocks in the world.
PLUG is in the Top Ten MOST Shorted stocks in the world.
IGM - Talk about leaving an ocean liner for a leaky Sun Fish.
PLUG is a very Broken Company and a very Broken Stock. At the Hydrogen conference last week, no one was painting a Rosey picture for Plug. The fact that PLUG was MIA spoke volumes.
It will take a great many skills and a new CFO to fix all that is broken at Plug, and I doubt Fullerton is a miracle worker. I have to question anyone who thinks they have management talent and moves to Latham, NY.
A Big Fish in a Dry Pond.
For now I am waiting on the DOE Dough. If we get No DOE Dough, it's game over for Plug.
Cosa - If you are short.
WTM - Water Vapor, even heated water vapor, condenses into water / puddles as it cools, and even more so in winter/cold climes.
Fortunately we will never see the clouds and fog a rush hour of hydrogen cars would produce on a cold winter's morning.
Steve - We studied the costs / economics of New Builds
Interesting, when we studied GSE's for a major manufacturer, battery electric beat hydrogen even when there was onsite hydrogen dispensers.
Good NEWS : Buy This Hydrogen Stock. Best In Breed
Sorry, Nothing to do with PLUG :
https://seekingalpha.com/news/4152297-overweight-quality-stocks-with-positive-eps-revision-ms?mailingid=36827774&messageid=2900&serial=36827774.28176&source=email_2900&utm_campaign=rta-stock-news&utm_content=link-3&utm_medium=email&utm_source=seeking_alpha&utm_term=36827774.28176
WTM - We did the original study in early 2023 for two major distribution centers our client was building (one on each coast).
Note : At that time, we did recommend fuel cells for the forklifts/heavy indoor material handling.
This year (first half of 2024) we updated and revised our study with updated pricing, for the five New Centers they are building. It is very difficult to make an economic case for hydrogen vs electricity in most applications. This is why Walmart and Home Depot still use batteries in their store forklifts. It is one third to one fifth the cost of hydrogen/fuel cells.
Note : The Comparative economics were even more skewed in 2024, but we still recommended fuel cells for indoor material handling.
Mea Culpa .
WTM - Nothing in that dated news will affect PLUG's share price. I read that story weeks ago, Bill's "news" is just a rehash .
PLUG does not make green hydrogen in the Philly area, and by the time there are hundreds of hydrogen busses, PLUG will be long gone.
WTM - How long can PLUG last if there is NO DOE DOUGH ?
B_B - Humans are just one component .
Run the numbers using real world variables and let us know if you can beat 3 to 1.
Sorry Boys - My firm did a comprehensive study on material handling robotics for a major client, and humans and hydrogen can't compete .... Not Even Close.
Although I can't disclosure all of the details (a confidential study), when you add in the cost of an automated hydrogen dispenser, storage and most importantly the cost of any color hydrogen ; Fuel cells cannot compete with rechargeable batteries.
Steve - You don't need one dock for every robot . Think 4-5 robots per docking/recharge station, because these units recharge faster than they discharge.
Notice in the BMW photo, a human. No humans means electric power is the only opex, and electric power is one fifth the cost of hydrogen.
Good luck with your hydrogen Fuel Cell Roomba's and let me know when PLUG sells one.
ANOTHER MULAG.
WTM - Speed of refueling is not an advantage.
It is for forklifts because the savings is no idle labor during refueling.
There is no human labor with robots so there is No Savings / Benefits. That's why we use robots in the first place.
WTM - The KIVA robots are battery electric and can return on their own to docking / charging stations to recharge. Hydrogen fuel cells bring no advantage .
While one robot is working another is charging .
B_B - Do KIVA robots use fuel cells ?
I see nothing about Fuel Cells or Hydrogen in the Kiva information.
Your post is misleading.
WTM - Wow. No Fuel Cell ! No PLUG.
WTM - Only if he bought one of those gizmos for his wife ...
B_B - No mention of PLUG.
Nothing to do with Plug.
Banger - Those prices are for generic hydrogen.
The data is composite so no single producer can be identified.
The regional location seems to be the major factor in the price range.
Tino Speaks !
I agree. We can eliminate the harmful toxic emissions from most vehicles ... It's only a matter of money.
Adding the cost of expensive emissions reduction equipment to an already expensive Hydrogen application is a lot like hydrogen itself.
YES ... it can be done and Yes , it works ; but it is NOT economical in the real world.
Thank you for linking a credible scientific journal, instead of 2 guys in Trucker Hats with a microphone.
WTM - Post all you want, but if you are not critical, know that I will be.
And note that LINDE is trading near their ALL TIME HIGH, and buying PLUG is a rounding error for them. Also NOTE that LINDE kept PLUG in business by supplying PLUG with hydrogen when PLUG was not able to make hydrogen or supply their customers.
Thank you Linde.
So Linde makes money, Linde makes lots of hydrogen profitably, Linde is successful.
PLUG makes a little bit of hydrogen (in comparison), PLUG isn't profitable and PLUG is trading near their ALL TIME LOWS.
Guess which stock I hold as a long and guess which stock I like to short?
WTM - CORRECTION :
I did watch the video. As soon as I saw that it was just a couple of guys with a microphone and a camera, the credibility and value went to Zero.
WTM - This is anecdotal information, and two different guys with a microphone and camera can produce the opposite show.
Instead, I watch experts like Lutz and go to important conferences where I can gather facts from the Experts like Lutz and his Boss, face to face, before I would listen to information on the internet.
WTM - Have you ever heard the phrase , "I saw it on the internet so it must be true..."?
You know that I am very critical of what gets posted, since most is Off Topic and Nonsense. I urge you to be more critical.
WTM - Did you attend the Webinar Last Week on Hydrogen ?
I remember Lutz from LINDE saying that hydrogen for vehicles and hydrogen stations were NON-Starters because of the NEGATIVE ROI.
When the Head of Technology for the Largest Hydrogen Producer in the World says Hydrogen vehicles are a No Go, I tend to believe him before I believe 2 guys with a microphone and a camera.
WTM - Here's a FUN FACT !
When you use Hydrogen in an internal combustion Engine (ICE) , it produces Harmful TOXIC Emissions !
Even GREEN HYDROGEN POLLUTES !
WTM - WOW ! This looks Really Expensive !
At a Major Hydrogen Conference this week we were told that BULK HYDROGEN costs between $15.00 and $23.00 per kg.
That is more than 4 times more than Electricity.
Is PLUG really only getting less than 50 Cents on the Dollar in the lease deal which will net them $150 million if they are lucky ?
All of that money will be gone by October 1. If they don't close on the $1.6 billion by then, we DROP below $1.00.
Mac - ALL of Linde's projects are DELAYED .
Linde's projects are delayed for Strategic reasons.
PLUG's projects are delayed because they are BROKE.
For those of you who missed it (including Plug Power) , Houston hosted the largest global gas technology conference this week.
In one city and in one venue, you could meet with every company and every decisionmaker in the gas universe. So important is this event to the industry, Pres. George W. Bush was the keynote speaker, with other major CEO's as speakers and presenters.
As with events of this kind there were hundreds of Press Releases about deals and mergers and projects, but the Hydrogen Sector was unusually quiet.
Not many big deals were announced and to the contrary, most of the Hydrogen news was about deals and projects being delayed or scuttled. Only one positive press release for the entire industry , but also many negatives.
I bring this up because you are invested in this sector, and if you did not attend this conference you did not feel the malaise and negativity surrounding Hydrogen and Fuel Cells. The real players are saying an additional 2-5 years before hydrogen makes some traction and even that will be later and smaller than last year's estimates.
"Anything with a 2030 date, should be considered 2035, or dead." said one Important Banker.
Next year's event will be September 12 -17 in Milan, Italy, and I will be attending again as always.