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tdtcal - Just the Truck facility in Long Beach
Banger - Not LINDE. And LINDE was up more than $10.00 per share today.
GOOD FOR ME !
APD - being a US based company was manipulated going into earnings. Someone is profiting.
tdtcal - Not Me.
I merely posted the article . I didn't write it.
However, if you read Shell's letter, it states clearly the "supply complications" were the primary reason.
My friends at Shell tell me don't hold your breath.
EVEN MORE BAD NEWS !
BLOOM Misses BIG !
https://seekingalpha.com/news/4067857-bloom-energy-non-gaap-eps-of-0_07-misses-0_03-revenue-of-356_9m-misses-117_77m?mailingid=34365868&messageid=2900&serial=34365868.1614&utm_campaign=rta-stock-news&utm_content=link-3&utm_medium=email&utm_source=seeking_alpha&utm_term=34365868.1614
MORE BAD NEWS !
The Beginning of the END For Hydrogen :
https://www.autoweek.com/news/a46791348/shell-closes-hydrogen-stations-california/?source=nl&utm_source=nl_aut&utm_medium=email&date=021524&utm_campaign=nl34362913&user_email=8d9851e5841c4a32190c7121fcd246cc3028096c3eacd969882f09405d48ab5a&GID=8d9851e5841c4a32190c7121fcd246cc3028096c3eacd969882f09405d48ab5a&utm_term=TEST-%20NEW%20TEST%20-%20Sending%20List%20-%20AM%20180D%20Clicks%2C%20NON%20AM%2090D%20Opens%2C%20Both%20Subbed%20Last%2030D
B_B - Why didn't you wait until the Audited Financials ? You probably overpaid by more than $1.00 ! That's a lot on a $3.00 Stock.
Perhaps your are planning to average down then like the Vanguard Group Is doing.
When a big group is trying to manage their losses, that is NOT a " BUY " Signal.
There go the $4.00 STOP LOSS Triggers !
B_B - You overpaid.
B_B - More Bad News !
This was probably part of the drop we saw in Q-4. I called it Tax Loss selling. LOL
https://seekingalpha.com/news/4067072-saudi-arabia-sovereign-fund-exits-plug-power-in-q4-further-trims-stake-in-fedex?mailingid=34352167&messageid=2900&serial=34352167.25&utm_campaign=rta-stock-news&utm_content=link-3&utm_medium=email&utm_source=seeking_alpha&utm_term=34352167.25
WTM - Another Nothing Burger
B_B - Too little ... Too late.
B_B - LAYOFFS.
I think I mentioned this in December.
Good news for Investors ... Bad News for workers.
MORE BAD NEWS !
Hyliion Holdings press release (NYSE:HYLN):
Q4 GAAP EPS of -$0.16 misses by $0.05.
Ended the year with $291 million of total cash and investments
Guidance of $40 to $50 million cash expenditures for KARNO development in 2024.
Shares +3.6%.
https://seekingalpha.com/news/4066415-hyliion-holdings-gaap-eps-of-0_16-misses-0_05?mailingid=34339983&messageid=2900&serial=34339983.921&utm_campaign=rta-stock-news&utm_content=link-3&utm_medium=email&utm_source=seeking_alpha&utm_term=34339983.921
WTM - When a poorly run company loses Billions in Shareholder value, where does all of that money go ?
Isn't better for someone to benefit from the mismanagement than to just let all of that value disappear ?
WTM - And PLUG gave billions to the Shorts.
WTM - When a poorly run company loses $7 Billion in Shareholder value, where does all of that money go ?
Isn't better for someone to benefit from the mismanagement than to just let all of that value disappear ?
WTM - Just one person's opinion. And a Flawed Analysis.
WTM - Just one opinion. And a Flawed analysis.
B_B - Nuclear Fusion would be great. But NOT in your lifetime.
I have a much shorter (pun intended) investment horizon because I want to continue to enjoy my gains. .. in my lifetime.
WTM - This ought to be funny !
Dear all,
Many countries rely on energy imports – typically oil, gas and coal. In a Net Zero scenario, these imports will in a similar order of magnitude, but with different energy carriers.
Hydrogen in its different forms is one of the most promising solutions to this challenge.
However, the economics of the different options are still rather unclear – and they depend on many factors such as distance, availability of certain boundary conditions etc.
In our next webinar, Ralf Ott, Head of Policy and Regulation and Dominik Bruckner, Manager Strategic Analytics and Modeling of Hydrogenious will give you an overview of the “Economics of Hydrogen Transport” from a multi-dimensional perspective.
Here’s what you will learn:
Overview of current options for hydrogen transport (LH2, Ammonia, LOHC etc.)
Cost of the different options – today and tomorrow
Availability of the (theoretical) options
Safety of the various options
Regulatory Uncertainties and Geopolitics
After the presentation, Ralf Ott and Dominik Bruckner will answer your questions in the Q&A session.
As always: Please share this email with your friends who are interested in the Economics of Hydrogen Transport. Thank you. 😊
To register: www.mission-hydrogen.com
See you on Wednesday
David and the Mission Hydrogen team
PS: We have more webinars open for registration…just click on www.mission-hydrogen.com
B_B - I like my video more.
cabel - Here's the Video !
PLUG's new fueling system in Action !
WTM - Can HYZN really afford to be subsidizing their customers ?
WOW ! The Largest Jump in Short Interest in PLUG's History !
A large increase in Short Interest often portends a DROP in the Share Price and this has been especially so with PLUG.
Lately, we have seen quite a bit of meaningless PR from PLUG creating froth, which in the past has preceded Bad News.
Every Long is Negative !
Every Long is RED.
And it is only going to get Worse.
B_B - Purely a Guess.
How's your batting average on guesses.
My guess ... The closer to the election the longer the odds.
Since this process began PLUG 's valve has fallen more than 60% ! And now going concerns ....
PLUG is Even Uglier than Solyndra.
WTM - Oh No. How can this be possible ?
In Europe, where a bazillion dollars are being spent on everything Hydrogen ?
Must have been really bad management.
I wonder if they built too many giga factories?
Or perhaps the hydrogen universe is not as robust as some people think...
Good News on the Economy should help today.
Here's a FUN FACT :
Linde is more than 100 years old and Profitable.
ALL WITHOUT a $3.00 Tax Credit.
LINDE doesn't need Green Hydrogen to be profitable. They are not one to jump the gun.
LINDE is waiting to see what the 45v regs say before spending billions on new production. SMART !
Better to be right instead of first.
I'll bet PLUG wishes they had waited.
B_B - This time will be different.
Much worse !
mira - I have no doubt that you are very well cared for. Do they let you off the grounds very much?
Is Chief Inspector Dreyfus staying at your facility ?
LINDE ... Here's a FUN FACT :
LINDE just recently hit their ALL TIME HIGHS and impressive earnings .....
ALL WITHOUT a $3.00 Tax Credit.
More than 100 years old and still Profitable.
B_B - First, there is a difference between revenues vs earnings.
You might want to look at PLUG"s bottom line as well.
In the past, PLUG has often had record revenues, but the earnings have been a disaster!
There are several key metrics which make up PLUG's earnings and they are always mixed.
Go back and you will see that even with record revenues, PLUG's share price always crashes after earnings, because the key metrics are always negative.
I expect that the Q-4 EARNINGS will be an EPIC MISS ! And the audited financials for 2023 will also be a MISS.
B_B - Earnings means more than just the top line when the rest of the metrics are all Negative.
From Another Board :
Q4 will be the worst quarter in history.
It will solidify that they missed 2023 guidance by hundreds of millions top line, and Paul said they have a write-down in the value of assets for $200 million.
That means we could potentially see a 2023 loss approaching $1.5 billion. !!!
In any normal, uncorrupt company, a CFO/CEO are terminated after that kind of miss. Not at Plug!
Linde = Blue Chip + Daimler = Blue Chip
PLUG + Renault = Not so much
B_B - But some costs can't change regardless of the scale, because of the laws of Physics.
Regardless of scale, it will always take two units of Green Power to make one unit of Green Hydrogen from H2O..
All measures being equal, it takes 3-10 units of methane to make one unit of grey hydrogen.
You can't run a cryogenic plant at 100% on day one. It takes weeks before a cryogenic can get to full capacity.
I don't like PLUG's wording .
OLD NEWS !