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Long way off, but good news if it happens and is profitable. I'm more interested in revenue now and what h2 we are selling from our plants now so we can make it to 2027.
Jammy, stock manipulation is allowing a cheap exit is what is going on. I'll beat the short position has decreased.
He can pay me to cut the ribbon and I'll drive down from Atlanta. I'm sure Gov. Kemp would like a phot op or would that make his left leaning friends mad?
I'm confused. If they have these then why have they not announced them working in GA. and why the delay?
Look at the huge call at $12 bought. Leads me to think something has leaked or someone has a lot of gambling money.
Agreed. With Andy's track record of over promise and under delivering it is imperative he do thing right and on a timely basis. The shorts have counted on him screwing up and made millions while his supporters have gotten killed.
Yes, inquiring minds would sure like to know. I mean they tout how quick it got done in record time and yet they promise 2q and it is over and no announcement. It does make one wonder if rushing it they made errors that may cost millions and delay things. Why the heck wait to say it is up and running?
Well, been around for a while and claim 75-78% being right on FB and another site. If they are correct, most likely they are saying we have a big miss and the stock tanks or Andy screws us by offering more stock or they know something bad like losing a major client is about to happen. It would have to be really bad for us to lose 75% from here. I mean beyond a market crash what else could it be? They say they base it off the past and I can only think another fail to deliver would be it, and a real bad miss to cause that kind of dump.
Come on Jack that was a lame attempt, even for you. It is still in the $2's and they said projections were for under $4 this year. Even so, as time goes on it becomes less important as we will control our own destiny and pricing. If anything high Nat. gas may help us in the coming years.
Remember though, that Andy said we did not need subsidies to make money. I think he feels the EGS and forced movement to be green by Blackrock and Larry Fink along with the environmental Progressives running the government would make it happen as you complied or else. While I prefer to see a consumer versus government force, it is what it is. Now we have the potential for a perfect storm, if it all comes together and does not put us into a prolonged recession with all the government spending keeping inflation high. I rarely see Government solutions ever working out very well, especially ones that are forced on people because they fail to plan for the aftermath and outcomes of their actions. Here's to hoping we come out on top before we are too old to enjoy it!
Seen this repeated article before. It is used to sell his service or newsletter is all. Yes, if all goes perfectly it could make you a millionaire, but so far it has not and has yet to be proven, While I hope we all make millions, things can happen that change the game. Either the economics do not work, the systems don't live up to expectations, or maybe a new technology makes your obsolete or costly. On top of that the economy or politics can change things or even wars. No one knows what the future brings.
While discounting the future and potential, you cannot argue with the numbers. They are what they are. It is up to management now to prove that moving us into the new markets will make us profitable and shed our old skin.
OK, makes sense, payback in savings in 4 years, but that still is a high price. OK, then why would we not use the plaintiff's technology or are we to reduce the cost even further lower our cost and payback time? Or are we using it? If not, pay the $11 million as that seems a bargain to cut cost in half, does it not?
If Joule was only worth a few million what made them so special? What did they have that would cause us to pay a premium for them? Seems we could buy anyone that offered the standard way and cost of doing things, but Joule had something, apparently no one else had. If it is half the cost, then it makes sense to overpay as they could recoup that savings in a small amount of time. Seems whether we or Joule pay or split the cost to settle this it would be worth it, if we are using their technology. $11 million is a drop in the bucket. Just take it out of Andy's pay.
Then why would we grossly over pay for Joule if not for this process and shouldn't Joule pay them out of the proceeds they get?
It should get interesting this fall with awards start coming out. I think Andy said we were part, at least, of all of them.
They show up when big fats envelopes do, don't kid yourself.
Some people seem to believe we are still a Meme stock and will have another huge, short squeeze to $100-$500. I think they are very wrong. We had our day in the sun and now need profits to move the needle in my opinion. If a $6 Billion dollar deal does basically, nothing for the price with 20% short what do they think will cause us to hit $100 plus? Are they serious or delusional?
It depends how you define profit. I always look at it as I make more money than I spend and can bank the difference. Theirs allows them still to lose millions and still claim they made a profit.
My opinion is they look at the companies that will supply the most near- and long-term business that uses all our products. Therefore, we get a large up front and recurring revenue. That assumes low supply and high demand where you have pricing power. That is when you make Amazon and Walmart pay their freight!
This will, it seems, not help the deal with Olin, which is ashamed since that seemed to be a fast track to get H2 to the market and be a great symbiotic relationship.
Sure we will sell them too you at double the price. Margins with demand this high should be huge!
I wonder if that applies to PEM cells?
Typical, sell on news. Did anyone hear them talk about MSFT and that product? I thought that was a $1 trillion-dollar addressable market. They did sound enthusiastic about the future. I like them integrating AI. I do wish they talked about actually being profitable (in the black) Andy still said 1.2-1.4 for 2023, which was the same. Still a long way to go. I am hopeful, but guarded as we seem to always shoot ourselves in the foot. Nice new deals. It will be exciting to see all the business from the IRA and HUBS.
If we can get the funding and the green H2 pumping I think it should be possible to actually see things finally comes together and maybe, we see profits in 2025? Slap me I'm dreaming again.
I think another catalyst would be a large $5 Billion loan from the DOE. That would give us the cash we need without dilution to help build out the infrastructure. Since we are the only vertically integrated company doing this we have a great shot at huge contracts or at least pieces of them since we can also be a picks and shovel company.
https://resources.plugpower.com/ecosystem-case-studies/plug-into-microsoft-and-high-power-stationary-plug-symposium-2022
This is the one piece they sent me that piqued my interest. Seems to me we have developed what they wanted; except we do not have the supply of green H2 yet to fuel the system. That seems to be the missing link at this point. So, maybe they get orders in soon and start production since it takes 1-2 years and the supply of green h2 should be available by then or soon after.
I know we were working with MSFT on a larger scale unit. Would 8MW be big enough for them? I thought they were looking at 5MW. Maybe we see them and others replacing their diesel generators over the next 10 years.
Not sure what the profit margin is, but it looks like a clean and quick deal where will sell equipment and it is not a Amazon or Walmart loss leader type deal so all for it. We could do these all day with the potential market.
Seemed like a very general statement with no details as of yet. It will not help us short term until the details and funds start going behind the projects. Hoping they start naming them this Fall.
Yes, and I should have followed his lead!
So they get paid huge sums for a almost 80% decrease in the stock price. I thought failure had consequences that were negative? This world has turned upside down.
I think they should be put back at the price the stock was in 2021 and not close to the current price. How many people like me have an average of $45 and higher? Just shows how disconnected they are from shareholders. I guess this is why no of these guys will get them as part of their pay and no risk. I guess if they believe they would take their pay and buy shares.
Russell starts the rebalance and end on 6\27 I think. I wonder if that was it or funds just rebalanced end of the month? I know the Investors rag said we were a meme stock to dump.
Suspiciously, very high volume. Something is going on and not sure it is a good thing.
My opinion for what it is worth is most of the trading is done by machines now. We see many of the same repeating patterns where position of put options are covering when they bring the market down and calls closed on the way up with trading in between of actual shares in between moving the market up or down in a systematic scalping of the market in the most efficient manner of those controlling the action. It seems like you are playing the house in a fixed game. As a buy and hold or funds holder you are at their mercy and watch it go up and down and you get nowhere. So, it seems you either have to catch the trend and sell at the right time of whatever is hot at the moment or try and follow the machine and figure out what it is doing and hope you get it right. Too bad cheating the system is allowed and there is not full transparency with all trades done in real time and closed out daily.
No, I have no problem with investment in the future, but do not like being lied to by the CEO. Don't tell me one thing one day and do the opposite the next when you darn well knew at the time you would be diluting shareholders. He did that at least twice I can remember. This and the accounting issues along with big promises and missed revenue targets have caused all these lawsuits and the stock to plummet. It he cannot make us profitable then he has no reason to lead the company and most people that have been here as long as I, are tired of promises and want results. Five years after he promised be we still are nowhere close.
Why do I not believe him? Really, you need to ask. We will be break-even in 2018. We don't need funds and does a $2 billion dollar offering the next day for starters. Now he says by some obscure metric break-even at year end? Like anything with Andy I believe it when I see it anymore after 10 years of the SSDD.
The expansion of NY at $387 million and now this in Finland, Plus the IRA and Hub business coming up. My question is with the limited amount of cash, how are we to fund all this expansion? I have not seen any DOE loans, nor heard of them using the plants themselves as collateral. I fear more dilution and at 600 million shares now that would kill us short term. I'm tired of the expansion and dilution game with no profits in sight. Yes, and I know what Andy said, but is he any more believable now that he has been in the past?
I wonder what the strike date was on their call options. That would be nice to know. We could then see if a major announcement was or could be forthcoming. This would assume Andy is colluding with JP Morgan.