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WTM - TESLA is Not interested in hydrogen for mobility applications.
And if you look closely at the tables, Hydrogen is one of the most expensive/ least economic options.
BB - NO CONFIDENCE !
Insiders and management know better than anyone what is happening.
If they won't buy , neither should you.
Banger - The Board members throw away YOUR MONEY, not their own.
Their model is to get paid by shareholders; buying shares on the open market, means that they would be putting their own money at risk.
And PAUL should have been gone with the Last Accounting Fiasco !
Now the tough question, Dave. What smart, accomplished CFO would join this MESS?
Who is going to want to live and work in a lousy backwater?
Paul has his job because no one else will do it.
Banger - A share buy-back?
Talk about Shorts covering!
Sell shares at $65 and Buy Back at $8.00?
PLUG doesn't have the money for a share Buy-Back !
Classic! The lawyers will have all of the ammo they will need.
Steve - PLUG Thinks:
" It is better that some people think the WORST, than it is for Everyone the KNOW the worst.".
Mushroom communications 101.
DOWNGRADE. Lower analysts' estimates. Increasing Short Interest.
A Perfect Storm going into earnings in early MAY.
I know many who are betting on yet another Earnings MISS.
https://seekingalpha.com/news/3957398-plug-power-cut-at-keybanc-held-down-by-near-term-headwinds?mailingid=31204630&messageid=2900&serial=31204630.18041&utm_campaign=rta-stock-news&utm_content=link-3&utm_medium=email&utm_source=seeking_alpha&utm_term=31204630.18041
Another Downgrade:
"KeyBanc downgraded Plug Power to Sector Weight from Overweight without a price target as the company faces a series of headwinds in the near term with Plug Power's need for external capital creating an overhang in the current environment. In addition, the recent departure of the head of Electrolyzers with no clear replacement comes at a difficult time."
The sector is up on no news.
Always interesting.
Steve - An increase in short interest is usually not a good thing for a stock.
I understand LONGS Dumping their Dog shares to pay for their taxes; that has pushed the share price down, but that hasn't added to the short rolls. This is a much more troubling development.
Investors betting that PLUG's share price will fall even further is a sign of No Confidence.
I have no direct information, but I suspect some are shorting because the Shorts believe May's Q will be yet another PLUG MISS.
Our CEO is famous / infamous for over-promising and under-delivering, and if this happens AGAIN, then the share price could easily hit the $7.00's or even lower.
mareen - It's tax time in the US, and people need $$$$, so they sell their DOG investments for the cash to pay their taxes.
No one sells a good stock, just the stinkers, like Hyzn.
mik - Since no one has been able to adequately address the issues concerning Hydrogen comparative economics, technical issues or safety , I still don't know if Hydrogen will be successful.
However Siemens is a part of my Hydrogen portfolio, based on the overall strength of their balance sheet.
PLUG only has hydrogen, Siemens makes money in many different sectors.
Thanks. No PLUG!
Siemens! Now that's a real company!
In the days before April 15 (Tax Day) , there is always downward pressure on the markets as investors dump their DOGS to get cash out to pay their taxes.
PLUG certainly qualifies as a DOG.
mik - Do you have a link? Is PLUG involved? I would hope that the crack PLUG PR Team knows all about this?
Banger - This lawsuit will NOT Fail. PLUG will have to settle, and they will require that all terms remain confidential.
By settling without disclosure, we will never learn how much damaging information the plaintiffs discovered during the evidence phase.
WTM - The entire PLUG team are unprofessional amateurs.
The message on THIS BOARD has been, "Hydrogen is DIFFICULT". Funny that a bunch of posters knew this, but NOT the company .
If you have never done something as complex as a Green / Liquid Hydrogen facility, you DON'T Overpromise ! You WILL BE BURNED.
So not only does PLUG know little about Hydrogen, they know even Less about PR or managing expectations. Especially Andy (Mr. Telecoms) . Telecoms are just like hydrogen, right?
FIRE THE CEO !
If we FIRE DJ, the share price goes above $1.00 and there is no need for a Reverse Split.
Several Problems (Leadership, Credibility, Share Price, Delisting) ALL Solved in one move.
The Lawyers are correct. (Something I never thought I would say.)
PLUG was NEVER Worth $75. It was ALL HYPE. PLUG was never worth $65, and those who bought the secondary have a strong case against PLUG and PLUG Management.
If PLUG does everything right (not possible) it might be worth $25. But inept and incompetent leadership makes PLUG worth LESS THAN $10.00.
And Banger : Nearly every goal, deadline, target PLUG has ever made has been a MISS or a flat out LIE.
B_B - That ship has sailed.
We won't be seeing another 5,000% gain. We know way more now about PLUG than we did then.
We have seen first hand the over-promise that led to that gain and the underdeliver that has led to this downfall.
We won't be fooled again.
Sal- With Short Interest Increasing why would you cover?
Earnings are almost here, and if they are a miss PLUG will go below $5.00!
Out of the money options have been a bargain, so I am betting some of my house money that PLUG goes below $8.00.
Remember : "Sell in May and go on vacay".
B_B - Thank you.
Just looking at the trend line was Strong evidence that Short Interest was climbing. A major "tell" for Downward pressure on the share price.
Without a MAJOR positive catalyst, this downward trend will continue.
Typical Nonsense PR won't cut it.
This is probably why Ole left !
Can you imagine leaving a top-tier, professional organization like Air Liquide and going to PLUG?
Total Amateur Hour. PLUG can't even do PR correctly, let alone engineering or simple bookkeeping.
I would be worried operating some of PLUG's equipment when they can't even do simple tasks.
We used to laugh at the French for building Nukes, when they couldn't even get their telephone system to work properly. Now the French are laughing at an American hydrogen company.
This is probably why Ole left !
Can you imagine leaving a top-tier, professional organization like Air Liquide and going to PLUG?
Total Amateur Hour. PLUG can't even do PR correctly, let alone engineering or simple bookkeeping.
I would be worried operating some of PLUG's equipment when they can't even do simple tasks.
We used to laugh at the French for building Nukes, when they couldn't even get their telephone system to work properly. Now the French are laughing at an American hydrogen company.
It feels like some out of the money options are in order around earnings.
Another Q even close to the last one and we will be stuck below $10 for a while.
Banger - Without a Major Positive Catalyst soon, we will hit $7.00's and possibly LOWER !
From another HYZN Board:
There's a good chance it'll go belly up. Delisting is around the corner. We have no idea since reported financials are about 18 months old.
You probably haven't seen any revenue/sales data because there hasn't been any.
Nobody is gonna buy a hydrogen vehicle from a company that might not be around tomorrow.
It's kinda obvious why they don't want anyone to see what their financial situation really is.
Good concept. Bad management.
Steve - As I have said many times, there are much better options for Data Centers than Hydrogen Fuel Cells which may explain why there are no real deals yet.
Maybe with Tomorrow's PR.
I was VERY DISAPPOINTED to hear that Walmart is not including Hydrogen or Fuel Cells in their thousands of Charging Centers announced today. I suspect that their knowledge and experience with Hydrogen has influenced their decision.
Banger - First HUB Revenues in 2025 ? 2027 ?
I can put my money to work elsewhere, with better returns. There will be no positive HUB ROI's for at least Five Years.
Banger - Selling in December was Tax Loss Selling. Selling this week is more for raising some extra needed cash for paying taxes. Any associated tax loss is a bonus of sorts.
The downward trend in PLUG 's share price is accelerating, so like you, I expect some Lame PR from the company in an attempt to reverse the trend.
But if you need tax money, PLUG is a candidate for dumping for cash.
A tough week coming for PLUG.
Anyone needing to pay taxes will be dumping their dog stocks for the needed cash.
WTM - Thanks.
This is VERY Disappointing !
"CLEAN" ! NOT Green ! This leaves the door wide open for the incumbents , Linde, Air Liquide, APC, who will be able to crush PLUG with volumes and price.
I guess the entrenched hydrogen producers are not rolling over after all.
HYZN is Still NOT IN COMPLIANCE. OUCH.
MORE DEBT. MORE DILUTION.
Near All Time Lows.
What a lousy investment, especially for the current investor/ bag holders.
https://seekingalpha.com/news/3955169-heliogen-announces-150m-mixed-shelf-secondary-offering-of-777m-shares-filing?mailingid=31092475&messageid=2900&serial=31092475.76&utm_campaign=rta-stock-news&utm_content=link-3&utm_medium=email&utm_source=seeking_alpha&utm_term=31092475.76
A NEW MULTI-YEAR LOW !
NEW ALL TIME LOWS !!!!!
PLUG FIRED the Wrong Guy !
Fire ANDY and we would still be above $10, maybe even $20 !
NEW LOWS !
Single digits next.
B_B - I agree. Certainly not his finest hour, and something was obviously bothering him.
We are losing some adult supervision.
Here is the Latest on all of PLUG's Hydrogen Projects:
https://rbnenergy.com/analyst-insights/hydrogen-update-0
Sanjay saw Ole as a threat. Smarter, more experienced, more credible.
It was purely a Machiavellian move by Sanjay.