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Not necessarily … it’s not a linear relationship …. It’s dynamic … the acceleration of cost reductions will at some point in time (hopefully sooner than later) make it to profitable land … as the Japanese did with the hand held calculators industry back then dominating the industry … they lost huge at the beginning but with increased volume and costs dropping sharply in time they become highly profitable and dominant … I see PLUG following the same strategy … it may become dominant and pretty profitable hopefully pretty soon - It’s the combination of what is called algorithmic cost reduction and combinatorial innovation - IMO
Jim mentioned they will discuss an acquisition ... PLUG maybe?
Well well well... we shall see soon!!
BDW, maybe related to this article ?
https://www.denverpost.com/2020/06/24/lightning-systems-expands-loveland-electric-vehicles/
Hyzon? Didn’t Andy mentioned he was working on a truck? Something with a non traditional player?
https://en24.news/2020/01/hyzon-motors-wants-to-usher-in-the-hydrogen-revolution.html
Amazon building permit at Florida’s Lakeland air cargo hub - check the pages in the link. I wonder who would produce the H2 and the FC’s?
https://www.lkldnow.com/amazon-plans-huge-air-cargo-center-in-lakeland/
Costco?
ENGIE partnership just announced
DHL has ordered 100 of the fuel cell vehicles ... maybe this is it?
https://www.dpdhl.com/en/media-relations/press-releases/2019/dhl-and-streetscooter-develop-new-electric-drive-vehicle-with-hydrogen-technology.html
I don’t understand why they recognized only 18% of the units shipped vs 91% recognized 1Q2018 with 60% more units shipped than then. If they have recognized 90% of the units shipped the story would have been very different
... and perhaps with better margins that they have been using with the big boys
as a ref, in 2017 Mcnamee bought 200K shares between Sep-07 and Sep-15. Purchases that were jointly reported on Sep-18
This reporting started a 15 day rally that same day where SP went from 2.25 to 3.10
Maybe not! We shall see down the road ... good luck Jack
I really hope you are wrong .. we don’t have the time perhaps .. I really hope we leave a better world for our children and generations to come
This is not about Plug, or BLDP or FCEL or any of the likes in particular ... this is about the future of all of us ... if don’t do anything perhaps it may impossible to turn it around!
What about the ban in UK, France, China, Norway, Finland, Belgium starting as early as 2025 ... would that do it? And these are not only diesel but a ban on all internal combustion engine
I believe we are passing tipping point as we speak - H2 based cell phones, drones, bicycles, bikes, cars, trucks, buses, trains, ships, stationary applications and more are already among us
Those who don’t see it sooner or later will be caught off guard
Regardless of it is or it is not ... how come Rome just banned diesel from its streets from 2024 onwards? ... how come Toyota just announced dropping off Diesel engines vehicles as early as 2020?
Many thanks for your insights
I am not aware of the taxi initiative in china
Nice find UK ... it seems that none .. at least to me because it reads
"...100 miles on a single charge depending on duty cycle.... Both vehicles utilize Panasonic Li-Ion battery packs ..."
Why do you think there are several of these trucks using PP's FCs?
No brainer long term play
Jajaja!! That's correct! Let's get off this rock!
A picture worth many words ... MARS is in the sack ... http://centerpoint.com/showcase/case-studies/mars-leed-case-study/
Amazon tanking I meant
Amazing tanking big - relation perhaps?
Ok then ... it is not about what you or I think ... the future will unveil soon enough ... and fortunes will go with the flow wherever they are headed!!
Best of luck Jack!
Jack - I am sorry to disagree with you.
Just check the news and the declaration from leaders, from public and privately owned organizations, all around the globe ... several European nations, china, Japan, India ... Shell, Toyota, BMW, Mercedes, GM, Carrefour, Walmart, ... fossil energy based is dead already ..
... 2025 at the latest ... and most probably, there will not be a single solution but a mix of alternativas ...
..H2 is being positioned as a one of those energy alternatives ... and Plug seems to be positioned as one of the leaders in that space ... one may doubt about them being profitable next Q or several Q's away but there is not doubt that eventually PP will be profitable at some point in time and that H2 as a whole will be a key component of the energy footprint down the road
Yeap! It is as you say!! Sorry ... it was the pre excitement! Jejej
Alea iact est!
Great! Thanks
Exactly! The same strategy the Japanese used with the personal calculators many many years ago
Big boys entering into the game perhaps?
No idea man!