So, how many times did Andy say we don't need the IRA to be successful? If true, then why would he delay anything? If they were already expensed, why would he need money to complete them? Are you saying Andy just flat out lied to the shareholders?

How is this good for Plug. Looks like competition. I also, thought we supplied FC to thier buses in Korea, or am I as usual, confused?

I do see his point. If management had acted prudently and not used a shot gun approach and priced their product to be profitable instead of a lost leader forever to stay afloat along with all the warrants, then things could be different. How many times did Andy say we did not need money and then did a offering? How many times did he say we are reducing cost by 50% every few years and this would make us profitable and yet we have lost more every quarter. I like the idea of hydrogen also, but have a lack of confidence in management after 10 years of being a loyal shareholder and hanging on believing in hollow promises.

Yes, I am sure they are saying under the proposed rules it makes no sense to go forward so go back to the original design or modify it so we can make a profit, or we are out.

Not to mention all the electric car fires that last for 24 hours until they burn out. Not to mention all the houses and garages that went up in flames. And yes, all the gas fires and explosions with cars over the years. Yes, there is inherent risk with any fuel source with the right ignition. So, what's your point, but to cause people to sell?

Not sure where they are getting the money to do all this unless their partners are providing most of it. Funny, I see no mention of PLUG. I thought we had a deal with them. I do wonder if NKLA makes it and if so, they Reverse Split the stock. As a matter of fact, I wonder about this for us also. Would it surprise anyone after a big miss that we do a massive reverse split and then a multi-billion-dollar stock sale?

BB from what I understand they can use any fuel source the client wishes to use and are agnostic in that regard. Also, the client provides and pays for their own fuel. Why can they do this, and Andy chose to pay for hydrogen and not the client? Seems to me we could not compete and get the business unless we did it this way, which was a terrible model that hurts us to this day. One would think with economies of scale and cost reductions with the new factories we should have lowered the cost as they promised for years and yet losses increased every quarter. What terrible stewards they are. They seem to have no shame enriching themselves while we take it up the ---.

Can I reprice the stock I own and them pay me the difference? I want a redo too!

Forgive me in advance, but I'm so tired of being misled and lied to by the CEO that if I met him, I am afraid I'd spend my final days behind bars. Yes, I should have known better than to trust a far-left guy that hangs out with Slimy Chuck Schumer and should have sold when he bailed.

Not Charley, but Bloom is agnostic as to what fuel their fuel cells use, and the client pays for the fuel. Why Andy ever gave it away is beyond me, but I guess otherwise he would not have any sales and knowing Andy running a charity that pays him millions he was very generous with other people's money while he got rich. The problem is once other people's money dries up you go out of business, but not sure Andy gets it or cares since he got rich.

Well, this was from Plug. I would think both are important, but if it does not make economic sense, it never happens in the first place. Being we are competing with the grid cost I am not sure they have reliability issues but if power did go out we could be a good back up.

Here's the key to the deal in the PR- Plug recognized an opportunity—particularly in locations where more renewable electricity is generated than the site needs at a given time—to use that surplus electricity to produce and store hydrogen on site. This model also avoids the emissions typically generated in liquifying and transporting hydrogen from one site to another.

So, now you need to locate cheap, excess energy markets to make this work. How many companies, data centers, trucking warehouses etc. could benefit?

I disagree. The Linde's and Air Products who are behind in Green Energy are the ones who want us slowed down. We would take market share from them. Use logic and it is easy to see if you just follow the money. The far=left Progressives also want us slowed down as they align more with Communist China than America. The continued reliance on EV's and Chinese materials hurts the US and helps China. I prefer all of the above approach and let the market decide, but an equal playing field on subsidies. Either give them to the Green Hydrogen Industry or take them away from everyone else.

Sorry, but it will not be an incentive and slow thing down. You need a phase in period to kick start things or they never start or take longer to plan out. Typical government with too many Progressives that have no frigging common sense!

I am surprised that Andy has not restated projections on earnings for 4Q and the future in light of all the uncertainty and likely deals that will be postponed until the final-final rulings are out after the 60-day period. Maybe he's waiting for the January call? I sadly, have to agree with Jack that despite going up with the market I suspect another bad miss due to Ga. and high H2 prices and just overall cost. It will be interesting to see if inventories are up or down also. I would not be surprised at all if we lose everything we have gained and get close to a retest with a big miss and then repeat back up until the final word is out. If we get most of what we need we ca rebound, but it will takes years and more money to get to break-even and a profit. This ordeal has set us back a year at least. Just my opinion.

No, it was drafted to help grow the industry. The only ones that want it changed are far left progressives and those that are our competitors, especially ones that sold us hydrogen. This will hurt the green hydrogen industry and set it back years. We should just copy what Europe is doing at the very least.

Sorry, my mistake. So, is Ga. then OK? What about the others in La., NY and Texas. Will they continue or be stopped. I hope Andy comes out and clarifies how this afftecs PLug and its plans.

https://irc.bloombergtax.com/public/uscode/doc/irc/section_45v So, how does all this gibberish affect Plug? It seems to me by the last part I can gleam is that you only get the credit if the green H2 is produced after 12\31\2023. If this is the case I can assume Ga. will start up in 2024 after the first of the year.

My question would be regarding what Andy said most of the construction cost was done. If so, why do we need the DOE loan to complete the plants in NY and Tx. Seems to contradict himself.

So, how long does Andy wish to wait to announce that Ga. is open and liquid green h2 flowing and that we are restating what next quarter and yearly earnings projections are? Was Ga. that screwed up and if so, why? Was it an engineering design problem, a mechanical problem or something else? Assuming we build more plants in the future is this issue solved?

Is there anyone on this board that sincerely trust Andy at his word? Seems to me he wants to be liked so says anything people want to hear to please them. I mean I want to like him and trust him, but after being burned so many times I just can't anymore. I need proof and numbers.

Big difference between reality and dreams

Now this just out-https://news.mit.edu/2023/mit-engineers-create-supercapacitor-ancient-materials-0731 Seems something new and wild out every few weeks. Funny you can spend billions and be wiped out in a few years with new technology things are moving so fast.

I'd like to know why they have pretty much left off doing any PR's on Yahoo and just dribble information on X or in meetings no small investor are privy to? Seems like they have given up on any fiduciary responsibility.

If I remember correctly, we are building two units there. One was pretty much complete, The one in question, and the other being worked on now. So, what we are seeing is the construction material on the second unit is my best guess. This seems a logical and not biased interpretation..

Will this be the Holy Grail? Did they find Tesla's secret files? https://www.globalsolutions.co.ae/discover-aiseg/ This is interesting if true.

According to Jeremy Siegal of Wharton housing and stocks up in 2024 with rates way down. Seems like a miracle soft landing before the election. Amazing how that happens! Now a new innovation in South Korea may make us obsolete with many other technologies assuming it is for real? https://www.globalsolutions.co.ae/# SEMP group has developed a new coil-based technology that uses no fuel, is cheap, scalable and has a small footprint. It could be used for anything we are doing according to what I read. Just something else to muddy the waters for us.

Yes, and where the heck are all the MSFT orders? How about the $1 Trillion-dollar addressable market? Another bill of goods Andy sold us all.

That would hurt Bloom more than us, but still not good. Just dumb to waste the power produced at night that could be converted to hydrogen and stored for use.

Funny, they tell this to the investment community and yet told the folks in Tx. that the delay was due to permitting and water so they could buy time to keep the tax deal they have. I called BS on this story on a FB group and this confirms it. Amazing how the tell a different story depending on the audience. If you want to be trusted this is no way to run a business, but ruin it.

I thought we had done this a few years ago. I wonder what ever happened? Another trial that disappeared?

That is because there is none to very little to buy at this time. They have the market by the short hairs. Why Plug always ate the cost is beyond me. At least have a surcharge for higher prices!

Do they produce any green hydrogen?

Found this interesting company and its data center simple solution.

Sure, I think we can agree H2 is currently more expensive than batteries and the infrastructure is not there yet. That because no one will make the investment until the Government get behind it or the largest companies decide to band together and build it out. I think we can agree if the goal is to have less pollution, then H2 is a superior solution. It is also closet to what we have been doing for years filling up at a station. We also do not have to worry about having to buy H2 from China as it can be produced at home. Granted some metals are in control of China, but les of them will be used as the technology progresses.

Which also makes no sense at all. If the environmentalist wish to have clean air and water they would not want to us gas to create H2, but renewables.

Not very good news. I hear that the Tesla trucks are doing much better than expected. Nikola just did an offering and looks iffy at best. 45v also looks like it could hurt us being an early adopter. It looks like we are snake bit lately no matter what we do.

Seems having these 5-10MW self-contained units on site is a better way to go then these massive plants. You have less problems with regulations and you know they work. It should not be an issue getting the credits if 45v is passed as leaked, it would seem either. Sure, you do not het the scale, but you do not have the huge investment either. That just might be the way we have to play this game to survive until the government comes to it senses.

Typical government mismanagement and trying to push an agenda versus letting the market decide. This is why all of the above energy approach was the best. Always let people decide which is best for themselves and their family. Government has no right to dictate in a free society. Electric cars were not ready for the masses. Sure, the early adopter of cool jumped in, but those that want a car to see their kids or take a trip and do a ton of miles do not want the inconvenience of long charging times, high cost and being range bound. This is why a package like Hyvia or a battery with a much longer range might work assuming you could make the vehicle dependable and at a reasonable price people can afford.

So, order 2 refueling stations for forklifts? I thought we produced our own. Is this really a big deal? Is it a new customer getting these or one we have had. Just don't see it as anything much, but what do I know. I just see us down over 10%. Now thinking I was right. The shorts bid up and added to their positions knowing the bad news on the ruling and now dumping us back down. Things just never seem to get better with Plug. I have never seen a stock with so much promise fail so bad.