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Good info. Thanks. Is this info normally reported in PRs? How about “growth” companies? It’s a little over my head. I do appreciate differing opinions though. Never believe everything positive!
Serious question- what would you like to see in way of info? What is realistically releasable that hasn’t been?
Fortune teller?
While I understand the thought process of not passing the price hikes along to customers for the hydrogen PLUG is currently supplying, I hope they are starting to now. The fear of losing momentum should be gone. It should be expected by customers now.
On a call as I type this reply with a State clean heat commission and this is all happening. My question is definitely when, not if. I’m comfortable watching this stock price fluctuate. I’m long and sleep well.
I feel like she did a hit piece a while back as well. The sad part is most people who don’t know hydrogen may actually buy this junk!
Yes. Someone usually posts it here before the call.
End users will not want to transition twice. If and when the time comes for them to change out fuel/generation method, it will have an effect on what new system to choose. Critical operations may push gas for as long as possible, but their is a change in business operations to include ESG.
It’s always good to read opposing views. Anyone who disagrees is usually left holding the bag when an investment tanks. It would be good to know how this project was supported and by who?
I’m sure a lot has to do with the BBB Bill delays. Some expected a quick fly through Congress.
If you’re evaluating based on straight financials, he’s spot on. Luckily, most of us are not!!!!!!
I’m no expert, but I don’t think SK would invest 1.6 billion in PLUG and not use them.
Best back and forth discussions I’ve seen on the board to date! Thank you to everyone for adding such good info(both bears and bulls.)
In regards to the water treatment plant, if it’s a tertiary plant, they would take grey water (from sewage plants, various other grey water sources) and filter it down. It’s actually a great idea for that area of the country. Should be a potential model for future planning. Take a look at the drastic measures Saudi Arabia is now taking to curb their over-indulgent water usage!
There is a lot of talk about getting price at or lower than grey. Analysts and investors are missing the overarching value of the “below the line” costs of corporate responsibility. Cities are mandating change. It’s no longer just a “nice to have”, but the next ten years are going to bring big changes. We will be competitive with Grey and blue, but it’s not as imperative as people are making it out to be. JMO
I wonder if a non-union location would be able to sustain the requisite talent pool to staff properly. It’s going to take quite a bit of expertise to manufacture, operate, service, and manage this new and, I would imagine, technically challenging field. I’m only familiar with the northeast so I can’t speak to other potential manufacturing locations, but I wonder if this is a consideration. Not to mention riding Chuck Shumer’s power in congress doesn’t hurt.
I thought I saw something about having these shares available for an employee stock plan. I don’t think it was for immediate award, but for issuance as appropriate. I would think it is considered issued in the sense of market and value though.
It’s always good to have a differing opinion. Ignore it or pay attention to it. It saved me a bundle up once!
Does any have proof that the patent is held under the company or does Dean own the patent separately?
Six months to register shares with an SEC lawyer.
Did you read the NDA? Is every one written the same?
I believe you are correct. He mentioned they had a plan in place for the predicates. I don't know if that is changed by the request for live patients
I don't believe they were working on imaging before the meeting. I asked this question at the OH and Dean said they would begin this phase after the meeting. This will be an expensive undertaking and the live patients will add to that, but I think they had anticipated this. I hope this only adds a few weeks, but we will see.
I am a believer in the Dominion, but I agree with this 100%. I was reading through the NSE and thinking to myself what the hell were they thinking? Financial constraints of obtaining these predicate images? Very disappointing. I think this resubmittal will be cleaner, but a lot hinges on this meeting. I think this meeting will tell a lot towards the legitimacy of the product and ability to get approval. Whether we will get that info or not will remain to be seen. I have a feeling an MTV after the meeting would only divulge a positive tone from the meeting. If Dean runs into any major roadblocks, there will be radio silence.
As long as I am on this stock, I am nervous about the meeting as I do believe it is a much bigger deal then some are taking it as. The FDA needs to accept the protocol and there needs to be a comment regarding the NSE letters deficiencies. Something to the effect of "we have reviewed the deficiencies of our previous submission, point by point and have clarified everything to the FDA's satisfaction" Then I will wake up from my dream.
These are the dates he discussed at the open house. I have to agree partially with Sano though and do not believe we will see a resubmittal in 2011. I will dance a jig if it happens but I think they are going to have their hands full with getting comparable imaging from the predicate devices. I asked that question at the OH and he mentioned they would have to either get access somehow or rent the units themselves. I feel this will be a hurdle which will push us out. I hope I am wrong. I only get one post a day so see you tomorrow.
Why would they close it?
I can't speak to any of the legal stuff, but I can say they had an area around the machine which you could not be while the demo took place. I believe it was 6 or 8 feet.
So what you're saying is if it happened then it was illegal?
What I am asking is for you to prove it was illegal. I am asking you to back up your claim.
Again, you have zero proof of anything.
I didn't know you had checked all their permits. You speak like you have done some research on this. Have you checked the regs? Maybe you should confirm some of this because if you are correct it would be egregious.
You don't think they have a permit to fire it up?
No. Just admit the opportunity was there for you. People have commitments, but Dean put it out there to see. I don't know why it is not on a video. Maybe it would be considered marketing. I know Dean and mike were very careful to not discuss anything that could be misconstrued as marketing.
what comments?
I don't think the radiologist would have been harassed, he would have been discredited. There is no way the naysayers would have respected his opinion.
I would also like to know if anyone knows if this meeting is just for the imaging protocol or if it is to discuss the entire submission.
TIA
While it would not be under oath, you could have gotten all those questions answered at the OH. I would've been open to asking a few of those myself. I'm not coming at you by saying this, but why didn't you go? If you're no longer invested then it wouldn't have been cost effective for you to go, but if you do still have something in the stock, it would have been worth it. He answered every question asked of him there.
Please explain Kimble, this is an interesting opinion.
Let me do the math in my head. Wait right here till I get back to you.
There is none. It works! We still have a road ahead of us though. I expect a small bump, but I don't expect the bulk of the buys to come in until the 510k submission.