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seems to be sector wide all others up at same time
I don't see any more bad news in that article which is like many the last 2 weeks.
he has Asbergers which explains a lot of his speech and mannerisms
DOE loan wont be until Q2 next year, hub money never was in the short term and companies have to put in just as much
I bet they are regretting cancelling the brookfield (Muddy run?) plant because it couldn't be expanded. that would have been operational possibly a year certainly 6 months ago.
Sanjay got greedy.
When Georgia is on line it had better run near capacity for 12 months or more
The planned production capacity is now behind the demand curve when it was well ahead of it.
What did he say - been trying to find his X post but cant.
all attention now on Cybertruck delivery day then FSD (not beta).
the new architecture is far better than the original put items where we can approach. getting H2 tanks under the flor and fuel cell into the engine compartment is great.
I liked this bullett:
it has production capacity just need to get the supply chain sorted out to provide quality parts in the right quantity on time
I am sure that once the 8 elements have been dried there is a lot of other stuff to go to get the liquifier down to near zero but it did sound like it would be within reach.
did yo. listen to the earnings call? lots of detail on what happened and what s left to be done.
I wonder how many boxes they have dried out by now?
Yep. Waiting for update on numbers have they got to one a day yet status of supply chain bottleneck (battery connectors?).
Quarterly target and non track?
All valid questions
Annoyed my Schwab - formally TD A account says my funds haven't cleared. and as PLUG is under $5 they wont let me buy.
PLUG may not be making H2 in Q4 but the others are from what we heard.
so they can ship new large stationary systems with nice H/w margins and reduce inventory.
fuel margn will be ridiculous but so longas there is H2 to be had the quarter will look like Q2 but lots more shipments
then home made H2 cut s in especially from Georgia to improve numbers for Q1
plenty o f posts on facebook highlighting his career move into sales.
Consensus is he left of his own accord but the pressure must have been incredible.
He was plant operations manager at Tennessee he didn't build the plant there - or in the forces.
so they should have had some good assistance in planning the construction and commissioning of a brand new plant
from the call seems Andy is running the hydrogen business. Sanjay is electrolyser manufacturing and sales to third parties. Lots in Q4 I hope)
really?check your eyesight LOL
no one discussing the Billion in inventory
Pauls logic was ridiculous. it may help get cash in Q4 where they are hoping t get big revenues - but only 6 weeks to go and they didn't really suggest anything was different in Q4 than Q3.
Paul should have gone years ago but this inventory should be his gravestone. Sanjay seems to be lecrlyser/projects not hydrogen any more which is fine by me.
still Where is George McNamee (Chairman) ?
why is his the first time we have heard about major issues in the USA hydrogen supply systems?
interesting have to ship from West coast to East. I thought most H2 was made on the south coast
I have been recovering from a busted patella tendon (delayed by pulmonary embolism) so been reading not contributing to the boards.
finally got to my home office with mouse , wireless key board etc compared to iPad or real laptop on my bed.
Hoping for some nice delivery news from pLUG in 40 mnutes
great article but fails to mention what is holding hem back at the moment.
they are producing what one FCEV a week?
hi sis due to supply chai constraints, frm the rambling answers last week I understood it to be parts of the battery packs for the Hydrogen Vehicle. I guess with the recall and throwing away romeo they have to juggle battery component suppliers and make sure there are no issues at all with FCEV.
Hopefully Bosch is shipping quality fuel cells
wold be great to get a current run rate number, I got the impression they hope t be at one FCEV per day soon
Wow.
Got to sort out the 45V verdicts then projects can get financing orders committed and staff not let go.
any one remember this post from a month ago?
Which disaster?
given the history at what point and how do you announce progress for Georgia, they have got themselves into a situation where they need to explain things so cannot just put out a PR/8K.
They have announced a ribbon cutting ceremony so I assume the plant is complete now (testing of all parts done). they need to put it. a few weeks out if they want thee Governor, Secretary of energy and the local poilce chief to be there.
we will get an update on Wednesday for sure. I am expecting it is fully tested and now running at something like 8TPD because thats all they need to produce for Georgia for now,,, or will be ramping up to 15TPD for th e ceremony.
The whole premise of delaying Texas and NY Stamp was to make making hydrogen easier by following one blueprint, so they can claim they are making hydrogen easy when these are built in record time.
Hope to hear the next locations this week.
are you attending this?
• October 20th: Ribbon cutting ceremony at Plug’s Green Hydrogen Facility Camden County, Georgia
Funny, May be thats why Europe is ahead of the US for hydrogen activity
so much focus on inaction in US but look at Europe with Port of Antwerp, Acciona, Lyfhe, Hyvia, Finland , Sine, etc.
I assume the fact that the two are so close together is that electricity is used in turning the liquid to gaseous as it gets to the fuel cell
it would be refreshing to think the US Govt have some sense of timing. Hubs could (/should) be announced on Friday/Monday being closest day to Hydrogen Day 10/08
So regarding Nikola’s 500 or 900, you are right
500 on single fill up, 900 in a day which given US regulations for hours driven is pretty impressive.
The Daimler benz truck uses liquid hydrogen so gets more mileage per fill up (80kg liquid v 70kg gaseous in Nikola).
In fact the Nikola number is very good but is that FCEV efficiency v ICE?
yes, but major deals limit is now over 500MW of electrolysers before we get told.😀
I think most of 2024 production of electrolysers is accounted for unless they expand the factory
someone belives in selling the news. makes a buying opportunity for the rest of us
there are many companies offering mobile H2 refuelling and differences between what that means.
Plug obviously, HYVIA (the hydrogen/energy arm of Nikola), REII, Bayotech etc.
some mobile dispensers are truely mobile - everything including the H2 storage tannks are on trailers that can be driven to and from a location, others would bring equipment on a skid or two for quick set up an dif necessary removal when larger moe permanent system is permitted
Progen powered bus in India. (BAE systems)
lots of information out there
Chris P still posts to facebook for instance.
PLUG is supplying hydrogen to the depots / dealers on the east coast for Nikola. there have been PRs about deals with others in california ahead of the stations being built but east coast PLUG supplies from Georgia gaseous plant. NIkola and Hyundai I think are the two customers Georgia is currently supplying and I think they collect rather than have it delivered.
wait a few months and the popularity of the Tre FCEV truck will mean there are many "evaluation" ones sold to any reasonable trucking company needing fuel to be provided PLUG can offer that nationwide
toyota makes their own fuel cells for cars (Mirai).
FCEL fuel cells are energy sources - they are not mobile,
the Toyota "relationship" is the tri-generation system that takes gas or bio-gas and generates heat, electricity, hydrogen and water, it is ideal for port of long beach where they import Mirais so they can fill up with hydrogen and wash them with the water. how many other ports do Toyota import MIrais? that is the total market for a toyota relationship...
im not expecting. big Press/analyst event (there will be PRs I am sure).
I would expect they have the key customers present may be some close to signing and half a dozen will drive off with a FCEV truck (assuming it is fully certified). factory tour and driving around the test track etc. would be nice to have biagi sign up for Walmart of course
not relevant to FCEL as they dont make mobile fuel cells. try putting a suresource 3000 or the new SOEC cells into a pick up...
wish we had a @bearsworkshop flyover to see how many FCEV are ready to roll next week at their big event.
I hope they have 20+ driven out of the site by the end customers. share price will rocket. If Biagi/Budweiser announce the next phase of their commitment (say 100 of the 800 in thee LOI) my $4 calls will be ITM
I expect to hear about PLUG and FFI doing things in the USA/North America. Was mentioned by FFI a couple of weeks ago that they still expect to work with PLUG and lets face it who else is making 100MW a month or more of electrolysers.
We should also get official PR for the first Data center solution (was installed in Q1) and EV charging (Amazon was first I think in Q2), may now have a multi site agreements to sign
So many partnerships to update at the symposium, hope to see the first Nikola Tre FCEV in PLUG colors.
Some impressive executives joining. They must see the light. If the FCEV launch goes smoothly - no incidents like the fires on BEV, the stock will be a huge success and these execs will be very wealthy
Yes still bullish but was disappointed they got “relegated”.
Focus on the business which seems to be ramping up, albeit slower than I expected.
Electric School buses are free, so school boards just need to pay for the charging infrastructure.
Their own platform seems to be focused on some sweet spots - shuttle buses in particular.
Waiting to start investing to see which companies will start showing profits