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Wednesday, January 24, 2024 4:15:41 PM
Thoughts on yesterday‘s call:
- Positive that the Georgia plant is now online. Would like to know what the total cost of the plant is and have some sense of whether it can economically produce liquid hydrogen. We do know that it cost more and took longer than expected, we do not yet know how reliably it can produce hydrogen.
- Capital expenditures will be frontloaded in 2024 putting pressure on the remaining $100 million of restricted cash.
- Revenue will be backloaded in 2024, suggesting cash flow will continue to be substantially negative for the first half.... at least
- The DOE loan has reached the term sheet phase. That is encouraging, but does not equate to an approved loan with conditions that will actually allow plug to borrow under the facility. Details in loan documents matter and we have not been provided with any details.
- The only near term source of cash is issuing common equity under the recently announced arrangement with B. Riley. I think the management misrepresented the arrangement by suggesting it is some sort of bought deal.
Standby for more volatility in this stock as bits and pieces of news emerge.
Recent PLUG News
- Plug Secures 25 MW PEM Electrolyzer Deal for Major European Customer • GlobeNewswire Inc. • 06/21/2024 11:00:45 AM
- Plug Receives Industry Certification for its High-Powered Stationary System • GlobeNewswire Inc. • 06/20/2024 01:20:41 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/07/2024 08:34:17 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/07/2024 08:33:01 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/07/2024 08:32:32 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/07/2024 08:31:53 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/07/2024 08:31:01 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/07/2024 08:30:33 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 06/07/2024 01:00:18 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 06/05/2024 01:00:29 PM
- Plug to Webcast Annual Shareholder Meeting on June 5, 2024 • GlobeNewswire Inc. • 05/30/2024 09:55:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/24/2024 08:40:29 PM
- Form 424B7 - Prospectus [Rule 424(b)(7)] • Edgar (US Regulatory) • 05/24/2024 08:02:55 PM
- Plug, Airbus, Delta, Hartsfield-Jackson Atlanta International Airport Study Feasibility of Hydrogen Hub at World’s Busiest Airport • GlobeNewswire Inc. • 05/21/2024 03:31:00 PM
- Shareholders that lost money on Plug Power Inc.(PLUG) should contact The Gross Law Firm about pending Class Action - PLUG • PR Newswire (US) • 05/21/2024 09:45:00 AM
- Plug Signs 3 GW BEDP Contract with Allied Green Ammonia for Electrolyzer Project in Australia • GlobeNewswire Inc. • 05/16/2024 11:00:00 AM
- Plug to Revolutionize Middle-Mile Delivery with Class 6 Fuel Cell Electric Truck Integration • GlobeNewswire Inc. • 05/15/2024 11:00:00 AM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/14/2024 12:06:42 PM
- Plug Receives $1.66 Billion Conditional Commitment Loan Guarantee From Department of Energy for Green Hydrogen Development Pipeline • GlobeNewswire Inc. • 05/14/2024 12:00:00 PM
- Investors who lost money on Plug Power Inc.(PLUG) should contact The Gross Law Firm about pending Class Action - PLUG • PR Newswire (US) • 05/14/2024 09:45:00 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/13/2024 08:34:02 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/13/2024 08:33:19 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/13/2024 08:30:53 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 05/09/2024 08:02:15 PM
- U.S. Index Futures Dip, Bank of England Holds Interest Rates at 5.25% • IH Market News • 05/09/2024 11:47:20 AM
Last Shot Hydration Drink Announced as Official Sponsor of Red River Athletic Conference • EQLB • Jun 20, 2024 2:38 PM
ATWEC Announces Major Acquisition and Lays Out Strategic Growth Plans • ATWT • Jun 20, 2024 7:09 AM
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VAYK Assembling New Management Team for $64 Billion Domestic Market • VAYK • Jun 18, 2024 9:00 AM
Fifty 1 Labs, Inc Announces Acquisition of Drago Knives, LLC • CAFI • Jun 18, 2024 8:45 AM
Hydromer Announces Attainment of ISO 13485 Certification • HYDI • Jun 17, 2024 9:22 AM