Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
I didn't call it game changer, DoE calls it 'disruptive'.
Before they classify something as disruptive, I suppose some US administration did some research.
Please listen and read again. Solid hydrogen, transportable like groceries; instead of filling station, just replace the cardridge little bigger than the one of your printer.
That's why DoE calls it 'disruptive'.
I don't follow Cramer shows but I do know that Plasma Kinetics can be 'disruptive' as stated by DoE and is classified as 'national security' by US, slowing down development.
Time for Plug to break this open.
This is not PLUG, but all about hydrogen storage and could be target for PLUG.
Solid storage hydrogen
Why is BLDP 5% down? Also restatement?
No. Compare PLUG BE BLDP for the last 6 months.
If restatement is weighing on share prise, why is fcel and be and bpld following same movement?
Special interest in Jeep?
The models I know are not that heavy.
In N.-America e.g. Dodge, Ram, Chrysler.
MOU is indeed only with Renault at this moment.
I see on the website of Stellantis they have 16 brands.
A far as I know N.A cars, Dodge and Ram are heavy cars and maybe suitable for FC for long range and electricity generation on site.
Very little chance PLUG will partnering with Stellantis because the French PSA group is part of it and PLUG is already has MOU with French Renault.
Well... Not negative at all.
MSFT first saw it as a diesel generator replacement,
“But the real opportunity, in my opinion, is when we start getting into generation two of this and say, well, ‘What would we do differently with the electrical system in a hyperscale data center if we had reliable direct current non-polluting power available at the drop of a hat?’
Just to be clear: the financial report was based on the previous report. A new member of the KPMG accounting / revisor team want some numbers accounted in an other way.
Agree
Haldor Topsøe is talking about a plant for "solid oxide electrolyzer cells", i.e. to make H2, not FC to make electricity out of H2.
Some idea for plug stationery division lavo-home-hydrogen-battery-storage
....5 months ago.
Wonder where "aassnnaapp" hangs around these days.
Rochester Eastman Business Park, near Kodak facility and Eastman Kodak Research Center?
Where they produce/research membranes for FC stacks?
Maybe a third party or PLUG themselves does the retrofitting of the Jungheinrich.
Doesn't has to be the manufacturer.
Interview with Andy March
Plug Power's CEO Marsh: Bullish On Potential For Green Hydrogen To Decarbonize An Array Of Commercial Applications
Issued Nov 13 2020
I think this down has nothing to do with missed announcement. Whole market is down.
I was not aware you identified yourself as a PLUG positive.
'we' are being punished?
saudi-arabia-plans-5bn-worlds-largest-green-hydrogen-plant-to-fuel-global-bus-and-truck-fleets
More interest for H2 in a rich oil state.
No surprise. Very understandable. For 200 miles range you don't need FC.
Indeed, strange we never heard it before:
"Plug Power (PLUG) is up six-fold from 52-week lows. And Workhorse Group (WKHS) will supply electric delivery vans fueled by Plug Power. "
Could be erroneous.
JMAT and PLUG have roughly the same market cap of about $5B.
JMAT has huge portfolio of industrial technologies and activities.
PLUG is concentrated on whole chain of H2 supply and use in fuel cells.
Quote from the interview
"we're going to have a knock out 3th quarter, 40% higher, between 110 and 115 million $ gross billing and 10 million EBITDA"
Jack, this is a proof of concept.
When price of emitted CO2/NOx multiplies in coming years, we have to engineer solutions right know.
One of the many solutions: PV panels produce electricity for home consumption.
Surplus will be transformed to H2 and stored locally (or village/neighbourhood).
H2 can be used for production of electricity and heating.
Heating also supported by sun boiler panel with buffertank.
See demo installation by Hydrogenics in the Netherlands.
Sounds complex installation but is really compact and requires not more maintenance than actual central heating.
Leipzig is a German City with 0.6+ mio inhabitants.
Many gas pipe km in Europe are HDPE or reinforced polyester for higher pressures.
Jack, specially for you some news from Germany:
Power2Gas project 2018-2020
The bigger picture:
Power2Gas 5GW in 2025
Well Engie and Anglo American are major companies. So this is a major announcement.
Maybe taking advantage of momentum, but sustained by rising sales figures.