Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
WTM - At NO Point will Andy Marsh be right !
Especially forecasting the IRS/Dept of Treasury.
Andy is a third string buffoon
JB, at some point, Andy will be right. After all, even a broken watch is right twice a day.
WTM - This was not worth post once, let alone twice.
That's our CEO ? Talking out of his hat ?
This is the guy who couldn't even guess right about his own hydrogen plant, and know he's guessing about IRS/Treasury rules ?
Please let me make a prediction too. Andy will be WRONG in his predictions. Andy is always wrong in his predictions.
"We will break even by the Fourth Quarter." n (2022)
"We will be profitable this year ..." (2023)
"We will be producing green hydrogen in Georgia this year. " 2021
Banger - I have never met an investor who takes his gains from investments in Blue Chip, best in breed stocks, and throws his money away on junk stocks like HYZN, BLDP and PLUG.
Most wise investors take their gains and buy and hold best in breed and blue chips, which also pay healthy dividends. It says something when LIN, APD and NextEra are close to 100+ year highs, and HYZN, BLDP and PLUG are close to or at their all time lows.
For me, I take the gains I have made shorting badly run alt fuel companies like PLUG, FCEL and HYZN, and invest these gains in LIN, APD, JM and NextEra.
And as for the cash strapped, struggling messes like FCEL, Hyzn and PLUG, you say are nimble ? How good is PLUG as an investment when it has never made a penny in profit ? And you think PLUG is a BUY ? What BUY Signal for PLUG have you seen ?
How nimble is PLUG when they have to wait for months for a government backed loan in order that they can try to build some infrastructure.
Chevron, Cummins, NextEra, LIN and others can cash flow their capital projects without having to dilute or add debt.
And if one of the pturds ever takes off, I am close enough to catch most of the upside, without risking any of my blue chip money in the meantime.
Thanks uk!...your posts are very professional and provide great insight!!!
Worth posting again.
Plug Power CEO Expects Softening of U.S. Treasury Guidance on Clean Hydrogen
Green Stocks Research
Posted Aug 9, 2024
Plug Power CEO Andy Marsh expects a softening of the US Treasury's proposed guidelines on clean hydrogen production after the democratic convention.
Banger - I don't look at PLUG and LINDE the same way than you do.
PLUG is very risky/speculative, whereas LINDE is almost a sure bet.
Furthermore, there is NO clear buy signal for PLUG, but there is a clear NEGATIVE TREND.
Yes, PLUG might double before LIN, but PLUG could easily hit Zero, too.
The risk/reward with PLUG is not worth the bet.
Give me a 100+ year old company that has proven that they know how to make lots on money, pays me a divi , and can build lots of hydrogen plants without a government loan, is a much better investment than PLUG.
FYI : I have made a lot more shorting PLUG, and my profits go into LIN.
Why would anyone buy PLUG before there is a clear Buy signal.
looking at yesterday my Linde was up but only $100 (0.87%), Cummins up but only $139 (1.14%) my PLUG was up $560 (3.37%) (with 33% higher stake)
So why aren't you In PLUG where you can be making significantly more based on your chosen date?
Read my other posts…
PLUG has a place in anyones balanced Hydrogen portfolio. I certainly wouldn't be “all in” though
may as well repost my post from HYZN board:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174978640
this explains why you should be in these stocks or be ready to step in as soon as price recovery is present. Any of them could be snapped up for multiples of their current price especially if major player see the political and financial situation stabilizing.
My original post:
If you like hydrogen, why are you here ?
If you think hydrogen is the future, why are you here ?
Best in breed for Hydrogen is LINDE.
LINDE was UP ..... AGAIN, too.
UP $4.03, in just one day ! That's UP $7.71 in just 2 Days !
That's more than one share of PLUG is worth in just one day !
If you like Hydrogen, what are you doing here ?
Not really...no corelation
B_B - Correct !
The technology works. The ECONOMICS don't work.
What you are describing is very expensive.
This is why NO ONE is doing it commercially.
B_B - Thank you for proving my point.
With a few adjustments, H2 can be injected into existing natural gas pipelines and delivered to a wide range of end-point applications. The separation and purification technologies required downstream to extract hydrogen from the pipeline or natural gas blend are already available.
Proven PSA expertise
This delivery solution combines Linde's market-leading pressure swing adsorption (PSA) technologies with a custom-designed membrane/permeation technology developed in collaboration with Evonik Industries. Made from hollow fiber, the HISELECT® membranes enable hydrogen to be extracted from natural gas blends at concentrations of up to 90%. Our proven PSA technologies then increase the purity to above 99.9999%. Having already engineered over 900 adsorption plants worldwide, including more than 500 H2 PSA plants, Linde builds on decades of experience in adsorption technologies to deliver the world's highest capacities and on-stream availability levels.
https://www.linde.com/clean-energy/our-h2-technology/natural-gas-grid-conversion
If you don't like Plug Power, what are you doing here?
Posters are posting all sorts of nonsense.
WTM - NOPE !
Notice the past tense ? LINDE did a demonstration project. The Demo is over.
And here is a fun fact. Membrane separation of hydrogen from methane costs more than $5.00 / kg. And this doesn't include the 10% LOSS of the hydrogen which can't be separated.
WTM - Once again; The Technology works. The Economics don't work.
JB, the first link in my post says that they can and they do.
https://www.engineering.linde.com/hiselect-for-hydrogen
Relevant excerpt:
This innovative, ready-to-use concept is demonstrated at our Dormagen real-scale plant near Düsseldorf in Germany. The plant at Linde Gases’ production site features Linde’s HISELECT® membrane technology to extract hydrogen from natural gas pipelines.
Banger - Posters are posting all sorts of hydrogen nonsense.
Steve and others have requested that if we are posting random/unrelated hydrogen noise, that we provide a heads up if what we a posting has nothing to do with PLUG.
I think this is a great idea, because each day we get lots of hydrogen noise here which has NOTHING to do with PLUG.
More hydrogen in a natural gas pipeline is a perfect example.
why would PLUG be mentioned? They aren't trying to move hydrogen by pipeline. May be some of their customers and even partners could be especially in Europe but with the ability to generate hydrogen at or very near the point of consumption (like the Finnish projects) the pipeline question doesnt arise.
Here is an interesting read :
No mention of PLUG:
https://www.rechargenews.com/energy-transition/expensive-wasteful-limited-co2-reduction-blending-hydrogen-into-gas-grid-should-be-avoided/2-1-1156262
Mac - "I never said 100 percent I said they were injecting hydrogen." No, you broad brushed, and were not at all specific.
And I am calling your bluff.
Please show us a credible source stating that LINDE is currently injecting / blending hydrogen in natural gas pipelines.
Ask a 10 year old for help.
I never said 100 percent I said they were injecting hydrogen
Mac - I did. And you are Wrong.
No one , including Linde, is moving pure hydrogen in a natural gas pipeline.
We await your retraction.
10 year old wouldn’t need a link either they would just look it up
WTM - NOPE !
Mac said that LINDE is moving hydrogen (100% implied) through Natural Gas pipelines. Your links say Linde "CAN" move BLENDED hydrogen (in concentrations of LESS than 20%) in a Natural Gas pipeline.
This is a major distinction.
Cummins CEO talks alternative fuel: ‘Hydrogen has to be a part of the answer’
Aug 1 2024
https://www.cnbc.com/2024/08/01/cummins-ceo-talks-alternative-fuel-hydrogen-has-to-be-a-part-of-the-answer.html
Key Points
- In a Thursday interview with CNBC’s Jim Cramer, Cummins CEO Jennifer Rumsey explained why hydrogen plays a role in the company’s strategy.
- “We need hydrogen, hydrogen has to be a part of the answer,” she said. “And the reason is, you’ve got renewable energy that we need to convert into some kind of fuel, transport, and have it available when we need it.”
JB, I found the following two links that substantiate Mac's claim:
- https://www.engineering.linde.com/hiselect-for-hydrogen
- https://www.linde.com/clean-energy/our-h2-technology/natural-gas-grid-conversion
Mac - You can't ...or you don't know how to add a link ?
Are you still using a Nokia ?
Ask any 10 year old for tech support.
I can’t post links from my phone . I just typed it in and it took me right to it.
Some testing has shown that up to a 20% hydrogen-natural gas blend can be used without notable differences in the function of appliances. At higher percentages, appliances may need to be designed to operate using hydrogen.
Can you please provide a link to validate this claim?
Linde transports hydrogen through natural gas lines through injection. Science better tell them to stop.
Which PLUG projects currently under construction were to use existing pipes?
Pretty sure the major European plans include either new pipes or piping ammonia not pure H2.
A distraction if anything.
NOT REALLY!...just an opinion...like everyone has....
MORE BAD NEWS :
https://www.hydrogeninsight.com/policy/mostly-unusable-existing-gas-pipes-would-need-massive-retrofit-or-crippling-de-rating-to-carry-hydrogen-study/2-1-1694727
Didn't PLUG tell us "Hydrogen is Easy"? Not in Natural Gas Pipelines.
Studer - Sarcasm ?
Now that you know why I'm here ... Why are you pro-PLUG ?
You love the environment ?
You love losing money and want others to lose theirs too ?
Jack - Duly noted and good to know. So you are here to save us all from this horrible Plug Power Company? Thank you for really having our best interests at heart.
Studer - I don't look at PLUG and LINDE the same way.
PLUG is very risky/speculative, whereas LINDE is almost a sure bet.
Yes, PLUG might double before LIN, but PLUG could easily hit Zero, too.
The risk/reward with PLUG is not worth the bet.
Give me a 100+ year old company that has proven that they know how to make lots on money, pays me a divi , and can build lots of hydrogen plants without a government loan, is a much better investment than PLUG.
FYI : I have made more shorting PLUG, but my profits go into LIN.
Facebook poster suggests he was brought in to vacuum up the mess
Remember Andy had cell phone experience not fuel cells. He has experience of managing a rapidly growing company though, something I am waiting for….
Colin brings consumer product experience (roomba).
PLUG doesn't have consumer products.
Hopefully he can increase the average IQ of the management team.
I wonder if it with an eye to grooming him to replace either George or Andy? Maybe he can convince them to start moving the C Suite to New York City (or preferably the Gulf coast)
Two significant additions to the Board/Mgt team in a month while trying to get cash flow under control doe s seem a bit contrary
Plug Power Appoints Colin Angle, Former CEO of iRobot, to Board of Directors
Another mouth to feed.
LINDE was UP today, too. UP $3.68, in just one day !
That's more than one share of PLUG is worth ?
If you like Hydrogen, what are you doing here?
Biased or Factual ?
The Economic Times is usually very respected for their unbiased / factual reporting.
NOT REALLY!! ARTICLE IS BIASED FOR BIG OIL
MORE BAD NEWS :
https://m.economictimes.com/small-biz/sustainability/why-almost-nobody-is-buying-green-hydrogen/amp_articleshow/112618836.cms
Too expensive, and not worth the trouble.
Followers
|
739
|
Posters
|
|
Posts (Today)
|
4
|
Posts (Total)
|
57775
|
Created
|
03/01/05
|
Type
|
Free
|
Moderators uksausage WeTheMarket Jack_Bolander |
Page is currently being updated - watch for more information about their recent acquisitions and competitors
Welcome to Plug Power
http://www.plugpower.com/Home.aspx
Plug Power is the leading provider of clean hydrogen and zero-emission fuel cell solutions that are both cost-effective and reliable.
In 2020/21 Plug Power cemented two major partnerships
https://www.plugpower.com/plug-power-and-sk-group-partnership/
https://www.ir.plugpower.com/Press-Releases/Press-Release-Details/2021/Groupe-Renault--Plug-Power-Join-Forces-to-Become-Leader-in-Hydrogen-LCV/default.aspx
The architect of modern hydrogen and fuel cell technology, Plug Power is the innovator that has taken hydrogen and fuel cell technology from concept to commercialization. Plug Power has revolutionized the material handling industry with its full-service GenKey solution, which is designed to increase productivity, lower operating costs and reduce carbon footprints in a reliable, cost-effective way. The Company’s GenKey solution couples together all the necessary elements to power, fuel and serve a customer. With proven hydrogen and fuel cell products, Plug Power replaces lead-acid batteries to power electric industrial vehicles, such as the lift trucks customers use in their distribution centers.
Extending its reach into the on-road electric vehicle market, Plug Power’s ProGen platform of modular fuel cell engines empowers OEMs and system integrators to rapidly adopt hydrogen fuel cell technology. ProGen engines are proven today, with thousands in service, supporting some of the most rugged operations in the world. Plug Power is the partner that customers trust to take their businesses into the future.
Volume | |
Day Range: | |
Bid Price | |
Ask Price | |
Last Trade Time: |