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Funny most located in Blue States. I wonder why none in NY and north or in the SE US along the 75,85,20 and I-95 with all going through Ga. to Fl. and across and up the US? These are major trucking routes.
While these Hub deals are great, most of them will not supply near term cash flow, which we need desperately. If we do not get that DOE loan by year end, they are banking on then I fear Plug will have to resort to more desperate measures. They will have to either sell off and give away some future income to stay afloat or issue more shares. I am doubtful they will want to sell off more shares at this current price as the further dilution would just tank the stock and have the same effect as a reverse split. Since Andy cares more about the future than the present he'd have no qualms to do a 1:5 or 1:10 RS and then do an offering, in my opinion. Maybe that is why they cut the incentive stock deal down so low? I pray the DOE loan comes through and at least buys us a year of cash flow and for us to get our act together. It bothers me that nothing was said about when we would be profitable this symposium and it does not look like a priority. We know Ga. being delayed cost us 6 months so far as to reducing cost. Even if it saves us 100 million over a year, we will need much more in the way of savings to make us profitable if we are burning 700 million a year. What do you think?
I think this shows they care a whole lot more about themselves they all the folks that bought shares in the last 3 years. They should have not changed a thing. If we had no say what happens in the market and cannot get a 'redo', then why should they? If they think PLUG is that great an investment, then take their own salary and buy shares in the open market. Sorry, I will not vote for anyone one of them next year. I'd love to see an activist investor on the board. Maybe, Jack has enough money to buy into the board?
Then why did they lower their strike prices to get their awards?
Andy had said we had a piece of all the Hubs, so let's see if he was telling the truth. It would be nice to have 250-500 million or more in sales from these deals with ongoing revenue streams for green H2 from some.
Did they actually say they were delaying those plants? If so, I missed that. Seems NY is delayed due to a spill of sewage. Whose watching things and do they really know what they are doing? Are we sure they are not delayed to cash issues or waiting to see if demand will be there if the IRA and \or HUBS get quashed or delayed. This administration cannot shoot straight and get their backers in line that passed this IRA law and now has us supporting two wars. Will Taiwan be next? What a mess!
4 years after this was supposed to happen last Olympics. Hope they pull it off this time.
Think you are wrong on this one. Phase one was to secure their territory and that has been done. Phase two will be to hunt them down and rid Hamas and militants from Gaza and get the hostages back, but they will be scattered and take time, and many will die. Now phase 3 could be an attack on Iran, but not sure at this point. They have called up 300,000 soldiers so this is serious.
Unless something happens soon, I cannot imagine anyone, but a short would vote for Andy, nor much anyone or thing on the next proxy.
Here's an old idea coming soon. They will have a gigafactory next year. Too bad it is private.
WOW! What a great example of faith in the company he has by doing this and at this price. Yes, note the sarcasm. You lead by example and not words. Who is going to believe anything when he dumps stock in the $7's. What a complete AH.
So, this Jeff guy and I guess you think all of us long as idiots? Maybe, you can understand why even though you have admittedly been right most of the time having an elitest attitude and relishing in the loss of others makes anyone that thinks like that a very detestable person.
We needed that like another hole in the head. This will set us back at least 2 quarters now. Sure, the environmental groups that caused these problems will sue if the whiney bitches don't get their own way.
Plug broke ground on 8\2021 on the plant they said they completed in record time, but is it complete if it is not producing liquid h2 at 15 TPD as promised? How can you be a good template for other plants if the first one is not working? We are overdue and I'm sure over budget at this point and lost a quarter of reduced cost already. Will we lose more?
Yep, time to get off their butts and get this done as it has been over a year now.
Looks to me they have it covered either up or down and the worst that could happen Blackrock is no movement in the stock and they lose a huge premium.
Makes sense it would be them as they reported getting out or paring ESG stocks and they are big into PLUG. So, our savior becomes our destroyer. I guess we should have known with the last name of FINK.
I believe you mean HYLA or something like that and not Hyvia. It will be interesting to see how big this market is while getting the trucking infrastructure permanent locations built out.
So, who has Hydrogen Mobile units? Would that be PLUG? I think so according to the talk the other day with the picture of the mobile refueler.
I wonder if the demand they were talking about was more related to what they had going at PLUG and not the overall market. I know we have one deal with NIKOLA, but that seemed more a deal that we get trucks, and you get a refueling plant.
Listened to the talk from yesterday. It seems they are saying buses will move quicker to H2 than Class 8 trucks and then planes. To me it would seem that trucks would move quickest and demand the most supply, but I guess the buildout for infrastructure is more time consuming. Looks like 2030 at the soonest for a good amount of demand. They did not talk about industrial use, like steel and oil etc. Seven years is a long way out for me. I do wonder if that is more the truth Andy has hidden from us the real BE just to keep us invested. This confused me more than clarified anything.
I think, like most new things the excitement of the deal may get ahead of itself until you look at the real cost. These massive Billion dollar deals plus mean you need numerous backers. It is like putting up a nuke plant without the bad legacy, but you still have numerous hoops to jump through on anything that big. Add to that the infrastructure of wind, solar or waterpower you need in place, and it is a massive project. Some will be dropped due to demand and not having buyout deals in place so that financiers will be willing to take a risk on a project. Some the numbers might just not work out or environmentalist or citizens might not want it built by them. These things are to be expected on anything new and this massive, in my opinion.
Jack, it is in the works. Yes, it will take some time and commitment, but it is slowly happening. For trucks as a start, it will not take a million locations, but maybe every 100 miles on major trucking routes. We can even use mobile fill units and temporary stations that can be moved around as needed. I think in the next 5 years they will have a network up that can handle most major routes.
That is impressive and beats the pants off of battery power, but not quite as good as diesel, but worth the trade off most would agree on pollution..
This maybe part of the reason we have tanked so much. Thing is how much lower can we go as we are down 90% off our high from $75 and 1\3 or less the price in the last year. I have heard others say that they are starting to rotate back into beaten down energy and bank stocks. Hoping that is true. Seems odd that right when ESG stocks are getting ready to have Trillions invested they would bail since the H2 group has certainly not been bid up due to the talk of the IRA and HUb development..
Come on Jack. I thought better of you. You can usually refute the facts, but instead you attack Scotty with his years of experience under the hood? Pun intended.
Scotty Kilmer had some good points on electric vehicles issues. One is they have to replace tires twice as much as gas cars and the other is that if you travel at 80 mph versus 70 you lose 27% of your battery life. Not sure how a hydrogen car will compare with this, but being lighter it should win. Interesting Ford video.
I wonder if those busses were delivered and if they are up and running and how they are being fueled. An update from PLUG would be nice.
Yes, I wonder what we learned and if it was successful and will be replicated at a larger scale. I would think the cost for a larger unit would be very expensive and the wear and tear of salt water, waves and strong winds would make this a risky technology as many fans that were offshore have had issues and many I read just yesterday were completely abandoned after the first phase of the project and will never produce a dime of power.
Do we have anything to do with this company or could we license or buy them out? See that they are private.
So, on the one hand they want to sue big oil and the other invest millions in H2 stations throughout the State. Typical of Ca. they make no sense. Best to work with business and not against them.
Come on Jammy. He's just a poster that, like you have a strong opinion, but the opposite of you. Do you think what you say has any sway on buying and selling decisions? Believe me what Andy, Paul and Sanjay do and have done have much more meaning than posting on a message board.
BB these requirements along with suing big oil will do nothing but increase the cost of energy on the rest of the US and make us less competitive. I'm sure Russia and China are loving this. Just like the Auto strikes will help foreign companies and Tesla since they have no union and fewer employees to produce a car. This will cause auto makers to take jobs overseas and automate more to cut jobs. Do politicians realize this is a world economy and money will go where it is treated best? Just more left-wing stupidity.
I agree, but it will take longer than I have years and be great for my grand kids.
Yes, all these ideas are great if the Government will subsidies them. Standing on their own most are not economical, and most companies look at the bottom line no matter what they say about being green. They have to listen to stockholders and make increasing profits. Once and if green h2 can compete on price this becomes a non-issue.
Maybe you can contact an analyst and have them ask that question since Andy will not be transparent unles forced to do so directly.
What happened to that trillion-dollar market hyped by Andy? Just wondering? Still waiting for the first sale.
It does not make it like MSFT is a sure thing and that the market is in no real rush to replace diesel, but still testing what ideas work best and for where.
We have to hope (there goes that word again) that the engineers had a good idea what the value proposition was to produce green hydrogen was before they spent billions on plant and equipment because if they did not know the cost to produce a kilogram of H2 and what they could sell it for then we are in big trouble.
Your idea of most companies is Google, Apple, Msft, Salesforce? Not a big deal for these giants, but all of their sales chain would also have to provide it also. This would put the burden on every business in the US that has anything to do with major companies based in CA., which are numerous. So, anyone that supplies products through Amazon could be forced to come up with this data? Do you realize how many resellers that could affect. This would affect the US as what happens in CA. affects the nation. Just a bad idea to make US business less completive and help China and tax US citizens.