Plug Power Inc (PLUG) Opciones

You mean the thugs and vandals the DNC backed groups hired to protest? Same old BLM and anarchist groups with just new duties given to them. Funny how these little groups always pop up to protest Conservative movements. They can protest while Musk finds $3 billion a day in waste, fraud and abuse of our money. They are finding some of the NGO groups were just funneling money to Representatives and friends of the Biden and Obama administrations. I hope they all end up in jail, no matter the party, and have to pay back those funds to the taxpayers.

MORE BAD NEWS !

https://cleantechnica.com/2025/03/10/debunking-the-myth-hydrogen-is-not-a-practical-or-cost-effective-fuel/

Overwhelming catalysts for Plug Power, the PROTEST meme investment against Trump’s energy policy and Musk.
- Louisiana plant operational
- H2 Energy/Morgen Energy 1GW
- Fertiglobe Egypt 100MW
- Update on the Galp project
- Unfreezing of 45V
- Q1’25: margin improvement and revenue beat >140M
- AccionaPlug Valley H2V Navarra plant operational
- New Fortress Energy ZeroParks Texas 100MW
- Update/expansion on Carreras Grupo Logístico hydrogen ecosystem
- Multiple M&A suitors
- Record-high short interest
- Unfreezing of DOE loan

For some stocks, the merit of the company doesn't matter, these stocks behave like commodities, and only supply and demand are important.

Clean-Energy Stocks Are Jumping as S&P 500 Plunges
By Avi Salzman March 10, 2025

Clean-energy stocks were some of the few winners as the broader market saw one of its worst selloffs in months.
...
Two factors appear to be behind the shift for an industry that has lagged behind the market for the past two years. There appear to be two causes: political support for some kinds of clean energy, and falling interest rates that make it easier to fund projects.

One investor who buys renewable energy names told Barron’s that the rally was sparked by a letter sent by 21 Republican members of Congress to House Ways and Means Committee Chair Jason Smith, urging him not to make broad-based cuts to subsidies for renewable energy. It asked that “any proposed changes to the tax code be conducted in a targeted and pragmatic fashion.”

The investor, Shawn Kravetz, who is president and chief investment officer of Esplanade Capital, said that the letter is an important sign that Republicans are likely to back certain parts of the Inflation Reduction Act, which offered $370 billion in tax credits to various energy sources, from renewables to nuclear.
...
https://www.barrons.com/articles/clean-energy-stocks-roses-s-p-500-falls-c32c513b

Really? So, that is a reason to buy a stock that sank from $75 to under $2 under your guy? How stupid. Yes, I thought, wrongly that Plug would do well under the 'Green President'. Funny, it did better under the guy that said drill baby drill. Best to buy on merit of the company and if they can make money. Maybe, had we done that we would not be down so much. Buying or selling a stock for spite is childish and stupid in my opinion for what that is worth.

Plug should focus on Material Handling and Hydrogen Energy Storage Systems (HESS).

Renewable stocks are the perfect PROTEST investment against Trump's energy policy. An investment in Plug Power, the largest fuel cell company, is a double protest, both against the policy and against Musk's disbelief in 'fool cells'.

$PLUG : Acciona in the news
https://northafricapost.com/85035-morocco-selects-6-green-hydrogen-projects-worth-32-bln.html

Makes sense if the company servicing the buses goes out of business it is hard to keep them going. I suspect the same could very well happen with Nikola trucks.

YIKES!...that picture is worth a thousand words...lol

https://cleantechnica.com/2025/03/07/hydrogen-buses-keep-failing-de-lijn-is-just-the-latest-to-cut-losses/amp/

More Bad News !


https://www.hydrogeninsight.com/transport/-not-interesting-financially-state-owned-operator-ends-the-use-of-hydrogen-buses-report/2-1-1789314?zephr_sso_ott=FNRWjk

Plug Power Inc. develops hydrogen and fuel cell product solutions in North America, Europe, Asia, and internationally. The company offers GenDrive, a hydrogen-fueled proton exchange membrane (PEM) fuel cell system that provides power to material handling electric vehicles; GenSure, a stationary fuel cell solution that offers modular PEM fuel cell power to support the backup and grid-support power requirements of the telecommunications, transportation, and utility sectors; ProGen, a fuel cell stack and engine technology used in mobility and stationary fuel cell systems, and as engines in electric delivery vans; GenFuel, a liquid hydrogen fueling delivery, generation, storage, and dispensing system; GenCare, an ongoing Internet of Things-based maintenance and on-site service program for GenDrive fuel cell systems, GenSure fuel cell systems, GenFuel hydrogen storage and dispensing products, and ProGen fuel cell engines; and GenKey, an integrated turn-key solution for transitioning to fuel cell power. It also provides electrolyzers, a hydrogen generator for clean hydrogen production; liquefaction systems that provides liquid hydrogen to customers; cryogenic equipment for the distribution of liquified hydrogen, oxygen, argon, nitrogen and other cryogenic gases, including trailers and mobile storage equipment; and liquid hydrogen, an alternative fuel to fossil-based energy. The company sells its products through a direct product sales force, original equipment manufacturers, and dealer networks. Plug Power Inc. was incorporated in 1997 and is headquartered in Latham, New York. $PLUG

From now on, Plug's stock may not rise every day, but it will rise every month.

Almost $1 billion in non-cash impairment charges, representing more than 60% of Plug Power’s market cap, signal a significant overvaluation of assets and an acknowledgment that Plug Power’s growth was far ahead of market realities. The market slowdown was largely caused by Air Products and Linde, whose intentional disruption of hydrogen supply in Q3 2023 severely impacted the growth of the hydrogen economy both in the US and globally.

This time, it's different: workforce cuts, a focus on the core business (material handling) and no wasteful spending in the near future.

Not sure you can be so positive they even survive. They took measures to reduce cost and still lost more money. Now they are doing it again. Will it be different this time. Until they prove that their words equal results it means nothing. Andy and his gang of misfits have failed quarter after quarter. Saying and doing are two different things. Been here for over 12 years and down huge and cannot write off the loss. I should have sold when Andy did. I want to know how many actually took the stock for pay deal and what percentage. You think they will tell us or was this just another false flag.

Plug Power will find itself alone in the hydrogen world once again.
Hydrogen companies that launched projects in recent years are facing financial challenges and technical issues. Those just starting pilot/testing projects will soon realize just how difficult hydrogen can be.
Plug Power, the largest hydrogen company in the world, will become both the first choice and the last resort for hydrogen projects.

Yep, maybe one in ten of these deals are ever done.

Fortescue and Plug Power reportedly pull green partnership in latest hydrogen setback
Wednesday, 5 March 2025

Fortescue and Plug Power reportedly pull green partnership in latest hydrogen setback. Andrew Forrest's Fortescue has reportedly axed a deal with US hydrogen business Plug Power in another blow for grand ambitions to develop the new green energy source.
…
https://thewest.com.au/business/energy/fortescue-and-plug-power-reportedly-pull-green-partnership-in-latest-hydrogen-setback--c-17938939

Plug Power has had some 'bad' partners who worked with the company to gain experience in hydrogen equipment, only to later abandon Plug in favor of larger players, similar to what happened with Renault. Renault will likely build a fuel cell van in collaboration with Volvo (Geely).

"a van planned for 2026 from Flexis (a joint venture between Renault, the Volvo Group and CMA-CGM) could be equipped with a fuel cell."
By Carla Westerheide 27.02.2025
https://www.electrive.com/2025/02/27/renaults-h2-subsidiary-hyvia-is-being-liquidated/

I never believe deals anymore until they are paid since Andy has decided to never update deals or shareholders. I wish Andy would have done what they are doing now when he got Billions and then they would not have squandered our opportunity and could be making money now. We wasted so much money chasing rainbows and not doing what we do well and making it even better and profitable. Not sure they can pull off ever making money as I don't know if Andy cares about profits. He got his.

B_B - Didn't you promise us all that you weren't going to post here any longer ?

And I thought you were a man of your word.

I think the two very large projects heading to FID in the near term are H2 Energy/Morgen, Denmark (by the end of the quarter) and New Fortress Energy in Beaumont, Texas.

“we are looking at two very large projects here in the near term. One is in Europe and one is in North America. And the project in Europe actually is going to final investment decision here by the end of the quarter.
And look, it's a fully funded project, right, backed by a very large financial institution. So financing and the opportunity set of this project should not be a challenge. And next project in North America is actually related to big methanol opportunity. Again, there was already an offtake for that methanol opportunity”
Plug Power (PLUG) Q4 2024 Earnings Call Transcript
By Motley Fool Transcribing – Mar 4, 2025
https://www.fool.com/earnings/call-transcripts/2025/03/04/plug-power-plug-q4-2024-earnings-call-transcript/


Denmark’s 1GW green hydrogen production facility receives important environmental approval from authorities
Jan 12, 2024
…
H2 Energy Europe announces that it has received environmental approval for its large-scale green hydrogen production facility in Esbjerg, Denmark. This achievement marks a significant milestone for the project, bringing it closer to a Final Investment Decision (FID).
…
https://morgenenergy.com/denmarks-1gw-green-hydrogen-production-facility-receives-important-environmental-approval-from-authorities/

Plug lands 1 GW electrolyzer order with H2 Energy Europe
May 17, 2022
https://morgenenergy.com/plug-lands-1-gw-electrolyzer-order-with-h2-energy-europe/


15 Sept 2023
OCI Global enters into green hydrogen supply agreement with New Fortress Energy's ZeroParks for green ammonia production in Texas OCI Global (Euronext: OCI), a world-leading producer of ammonia and methanol has today announced an agreement to offtake green hydrogen from New Fortress Energy Inc.’s (NFE) (NASDAQ: NFE) ZeroParks beginning in 2025
https://oci-global.com/wp-content/uploads/2023/09/OCI-Global-enters-into-green-hydrogen-supply-agreement-with-New-Fortress-Energys-ZeroParks-for-green-ammonia-production-in-Texa.pdf

13 September 2023
OCI Global to double its green methanol capacity in the US
OCI will scale capacity by 200,000 tons at its facility in Beaumont, Texas
https://oci-global.com/news-stories/press-releases/oci-global-to-double-its-green-methanol-capacity-in-the-us/

Plug Selected by New Fortress Energy for 120 MW Green Hydrogen Plant on Gulf Coast
August 04, 2022
https://www.ir.plugpower.com/press-releases/news-details/2022/Plug-Selected-by-New-Fortress-Energy-for-120-MW-Green-Hydrogen-Plant-on-Gulf-Coast/default.aspx

Recognition and support for the hydrogen sector are happening in other parts of the world, but not in the US under this administration.
I think that when oil prices stay below $50 before June this year, oil companies will be very unhappy with the administration. For decades, commodity/oil traders have been responsible for regime changes around the world.


China instructs provinces to 'steadily develop' green hydrogen production and sustainable fuel industries
National Energy Administration also calls upon regions to carry out pilot hydrogen transmission pipeline projects and promote the ‘pilot application’ of fuel-cell vehicles
Leigh Collins 3 March 2025

The Chinese government’s National Energy Administration has issued a document instructing its provinces and regions to “steadily develop renewable hydrogen production and sustainable fuel industries”.
The paper, entitled Guiding Opinions on Energy Work in 2025, also calls on the local administrations to build pilot hydrogen transmission pipeline projects, and “promote the pilot application of fuel-cell vehicles”.
The document has been written to “thoroughly implement” the decisions of the State Council (ie, the cabinet led by President Xi Jinping) and the Central Committee of the Chinese Communist Party, it explains, with a view to helping the Chinese economy recover and “meet the people’s growing energy demand for a better life”.
…
https://www.hydrogeninsight.com/policy/china-instructs-provinces-to-steadily-develop-green-hydrogen-production-and-sustainable-fuel-industries/2-1-1787069

I'm not specifically talking DOE, or 45V. Which by the way many folks expected these two events to be "game changers" for this sector, we see how that's worked out so far. I'm talking some recognition and acknowledgment for this sector. Also, it does not help if companies like Plug are lumped in with other clean energy companies and publicly being called Biden's Green Energy Scams by the U.S Govt. That term does not signal support for this sector and destroys share price in the market

Forget about the DOE loan.
Plug’s three hydrogen production plants are sufficient to counter Air Products' hydrogen price manipulation. With hydrogen production, mostly gray, set to increase dramatically in the coming years, Air Products' monopoly position will diminish. Let others build the hydrogen plants.
In the near term, Plug should focus on Material Handling and Hydrogen Energy Storage System (HESS).


Congress Puts DOE & EPA Grants/Loans Under the Microscope
by: Kristina M. Moore, Stephen J. Snyder Monday, March 3, 2025
...
Companies that have received DOE and EPA loans or grants in recent years, especially at the conclusion of the Biden Administration, should anticipate increased risk of Congressional or OIG inquiry.
...
https://natlawreview.com/article/congress-puts-doe-epa-grantsloans-under-microscope

I still believe this entire sector needs to be brought back to life, and I believe the quickest way is with politics, and politicians. Government backing sky rocketed this to $75.00 back in 2020 (which would now equal $37.00 after all the dilution).

Sign me up!

A new era: no more over-promises from Plug Power.
- $2.50 by the end of March
- $5 by the end of May (Q1’25, margin improvement and revenue beat >140M)
- $10 by the end of August (Q2’25, margin improvement and revenue beat)
-$15 by the end of November (Q3 and Symposium)

2026: The world will finally be ready for ‘Everything Everywhere All at Once’.

Plug Power has finally let go of its ambition to do 'Everything Everywhere All at Once' and is refocusing on material handling. Instead of aiming to be the KING of hydrogen, Plug Power will now focus on remaining the largest hydrogen material handling company in the world, securing a near-monopoly position.
Plug’s 'return to basics' reduces the need for government handouts.
The growth of global hydrogen production will drive the demand for hydrogen material handling.

B_B price target for Plug Power $15 😁

I thought this was a Plug Power platform.

Really Bad News :

https://finance.yahoo.com/news/compared-estimates-plug-power-plug-143007778.html

Mac - There are thousands of vehicles which use Wind Energy for propulsion.

My home / primary vehicle (Lagoon 620) , is wind powered, and it has solar powered BEV auxillary power as well . Very Quiet and Zero - Carbon.!
My secondary vehicle (BMW i-8) , is a gasoline / BEV hybrid with an on-board generator. According to my trip computer, my car has been zero emission more than 95% of the time. This more than exceeds the 80% goals set by most nations.

One of Nikola's first trucks was gravity powered. In fact it was used in a Nikola commercial, making it a Gravity Powered Commercial Vehicle.

I don’t know how to drive wind or gravity enlighten me

Electric, wind and gravity are all cleaner and cheaper than Hydrogen.

Have you finished your book ? May I buy a copy?

Electric,don’t agree it’s cheaper but it is zero emissions at least after its built

Mac - Do you know of a vehicle that is much cheaper to operate and has zero emissions ? Cheaper than even gasoline and no NOX or COX.

Small amount of NOx but no CO2

Mac - So not really the engine, but and add on to the exhaust system.

The engine still produces harmful Toxic emissions.

More like def on a diesel.

Mac - Great. Sorta like a catalytic converter ?

Now if we can only get that reatil Hydrogen price down from $30.00+.

I still wouldn't recommend sitting in the garage with the doors closed and your Hydrogen ICE running.

Very small amounts that can be treated with aftertreatment system

Steve - There are already many hydrogen fueled ICE's in use. All of these use hydrogen and air for combustion, the "C" in "ICE".

All of these Hydrogen ICE's produce harmful, toxic emissions, even those using Green hydrogen.

The benefit of using hydrogen in an ICE is that unlike Fuel Cells which require 99.999% PURE Hydrogen, ICE's can use less that pure hydrogen.

I expected downgrades after them missing so bad on revenue projections yet again. I'm not sure how anyone can be that bad at projection their revenues this consistently. It should be evident by now that you underestimate it so you can beat it every quarter. Instead, it looks like you are just lying to make yourself look better than you really are or that you are just incompetent.