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PR -101 - If today's Press Release had just one real deal attached to it, PLUG would be up $1.00 !
But a PR with nothing real tied to it is just another PLUG Nothing Burger PR. How many of these have we seen ?
Nothing that moves the needle or reverses the Trend.
WTM - NOT The BOTTOM !
This is now a bloody whale carcass and the short sharks will stay here until there is nothing left.
Playing NKLA from the SHORT SIDE with options will be like having a private ATM Machine.
WTM / Banger - Are you guys still long Nikola ? What a disaster .... And a preview of what is to come here.
Studer - Yes. Just like MULAG !
Today's News :
An Expensive Nothing Burger.
Hydrogen fundamentals are terrible and PLUG's are even worse.
There is still very little hydrogen infrastructure globally and nearly every project is delayed or cancelled.
And even with infrastructure, the economics are not as compelling as many alternatives, as on-road and stationary applications are discovering and proving.
The trend is a prolonged DOWN for most of the new players in the sector and only the major hydrogen incumbents are benefitting.
I don't see PLUG reversing the trend or breaking its hold with a $1.6 billion loan or the 45v. Those will both be positive bumps, but not game changers.
Yes, Banger - Everyone is losing with the PLUG investment !
And Steve - The DOE Loan guarantee (if the money ever arrives) and the 45 v will be positive bumps, but not enough to reverse this Negative Trend. And I agree that a bridge loan is not possible based on the conditions imposed of the conditional approval.
The results will be nice news bump rallies, followed by the usual retreat to new lows.
WTM - FAKE NEWS !
This is a 2 year old April Fools Joke which resurfaces periodically .
WTM - I am impressed with your stock picks ! PLUG, HYZN, NKLA all are at or close to ALL TIME LOWS.
Well done.
Every investor / potential investor needs to read the proxy , the reorg and related materials.
HYZON is a disaster . Organizationally, Financially, Operationally.
There's a real reason why HYZON is tanking.
Why is anyone mentioning China ?
PLUG has NOTHING ongoing in China.
Why is anyone mentioning Tesla?
Tesla wants NOTHING to do with Hydrogen and even LESS to do with PLUG.
The Alt Energy Sector already has PLUG listed as DOA / Road Kill, needing Federal guarantees just to stay alive a little longer.
B_B - Old News !
And NOT Good News.
If PLUG goes to $2.50 will you promise never to post .... Again !?
Steve - Both parties buy votes. This practice is as old as democracy.
Just look at how much Schumer has cost us ... Billions. ... Just on PLUG.
WTM - This story is a 2 year old April Fools Joke that a third tier pseudo news outlet is reflogging.
FAKE NEWS.
TF - These are the same group publishing a two year old April Fools Joke as factual news.
Banger : CORRECTION - BAD NEWS IF TRUE !
PLUG management need to maintain a positive ratio of their compensation and the shares.
Because the PLUG share price has fallen so far, PAUL has had to buy more shares in order to maintain the ratio.
Velcro - If you recall, I made that disclosure as well as others, long before PLUG fessed up.
Remember FFI ? Linde ? Alpine ? All posted here days or weeks before PLUG opened up.
PLUG JV's !
Does anyone remember .....
- Gaussin ?
- Engie ?
- MULAG ?
- Linde ?
- FFI ?
- Renault ?
- Axane ?
- Johnson Matthey ?
- ACWA ?
- Nikola ?
- Nicolo ?
How much revenue have these "game changer " deals generated for PLUG ?
Note: This is just a partial list, there are more I'm sure.
This week I attended two major hydrogen conferences / events.
The atmosphere was somewhat subdued compared to other years, and attendance was way down compared to recent years ... A Leading Indicator ?
Below are some of the articles bourn from the presentations and discussions.
Here is an Interesting Read :
https://www.ft.com/content/0a365a66-9eb0-47da-aa07-bbc1fefd7914
Here is an Interesting Read :
https://www.ft.com/content/14a60649-172a-45c1-99a9-039f481430e7
It looks like there was a Delayed Reaction
Here's an Interesting Read:
Germany’s Ministry of Transport (BMDV) has reportedly disbanded its entire hydrogen unit, just months after minister Volker Wissing suspended all hydrogen-related funding while the ministry investigates a departmental nepotism scandal that saw a senior civil servant sacked.
We just blew through support like it wasn't there.
Look out below !
Steve - Please be sure to let us all know when an actual hydrogen fuel cell is successfully installed and operational in a major data center.
mik - Judges 15 -
"Thus spaketh the jawbone of an _______."
WTM - No. He stated multiple times that he was so confident that PLUG would be $10, that he wouldn't post any longer if it wasn't.
He should do what he says.
CITI Bank , too.
Here come the DOWNGRADES.
McLean Capital, too.
DOWNGRADE !
Here they come !
More to follow.
Lower share price estimates, too.
A MAN OF YOUR WORD !!!
B_B - JB, if Plug is still under $10 by the end of next month (May), I’ll stop posting here.
A MAN OF YOUR WORD !
NOT !
B_B said , " - JB, if Plug is still under $10 by the end of next month (May), I’ll stop posting here."
Amazon won't be using PLUG's hydrogen fuel cells in their data centers anytime soon either.
B_B - JB, if Plug is still under $10 by the end of next month (May), I’ll stop posting here.
That's what I said.
B_B - A Friendly Reminder :
JB, if Plug is still under $10 by the end of next month (May), I’ll stop posting here.
Steve - Great Question ! YES !
Air Products, Linde and Air Liquide sell much more hydrogen for applications beyond fuel cells. Hydrogen fuel cells only consumer a small amount of their total production.
As for Green Hydrogen, most of their projects are either delayed, on hold or scuttled.
So YES.
IS THERE A DISCONNECT ?
I see all of this great news about Fuel Cells and the future of Hydrogen, but PLUG is Less Than $3.00 !
I saw that PLUG sales are DOWN and JM is scaling back, which is Not Good.
Many projects are delayed or behind schedule.
And I think we will see PLUG's rate of growth slow or go negative in the next Q.
Someone is Wrong about PLUG ?
Is the parade already over ?
___________________________________________________
Perhaps there are other/better /cheaper solutions, but there people here who are fixated on PLUG/Hydrogen.
Hydrogen isn't the only answer. Hydrogen isn't the magic / silver bullet.
Steve - "Could" ... True. But there are other/better/much cheaper alternatives to hydrogen, for powering Data Centers.