Plug Power Inc (PLUG) Opciones

even this author doesn't know what a "Clean ecosystem" is - PLUG sold one this week.

Plug Power's 2025 Bet On Electrolyzers—J.P. Morgan Sees Growth But Stays Conservative

https://finance.yahoo.com/news/plug-powers-2025-bet-electrolyzers-163655316.html

Port of Açu advances with green ammonia and sustainable hydrogen project

https://en.clickpetroleoegas.com.br/porto-do-acu-avanca-com-projeto-de-amonia-verde-e-hidrogenio-sustentavel/

ABB and Charbone Hydrogen sign agreement to advance North American green H2 production facilities

https://www.hydrocarbonprocessing.com/news/2025/03/abb-and-charbone-hydrogen-sign-agreement-to-advance-north-american-green-h2-production-facilities/

BB - GREAT METRICS !

Since 2021 PLUG's share price has gone from $75 to the $1.00's.

According to many metrics, Plug Power (PLUG -0.60%) is on a roll. Since the start of 2021, sales have skyrocketed by 2,000%. Plus, the company operates in what could someday become a trillion-dollar industry: hydrogen fuel. It's reasonable to be optimistic about Plug Power. https://www.fool.com/investing/2025/01/23/plug-power-stock-buy-sell-hold/#:~:text=According%20to%20many%20metrics%2C%20Plug,be%20optimistic%20about%20Plug%20Power. $PLUG

https://www.hydrogenfuelnews.com/study-hydrogen-fuel-production/8570016/#google_vignette

That means less competition for Plug.

MORE HYDROGEN MYTHS:


https://cleantechnica.com/2025/03/13/why-do-transit-agencies-keep-falling-for-the-hydrogen-bus-myth/amp/

Another Hydrogen Mega-Project Cancelled due to Poor Hydrogen Economics :


https://www.bridgemi.com/business-watch/plans-stall-400m-green-hydrogen-gigafactory-suburban-detroit?amp

Toyota Provides Technology Roadmap at the 2025 Hydrogen and Fuel Cell Seminar

https://pressroom.toyota.com/toyota-provides-technology-roadmap-at-the-2025-hydrogen-and-fuel-cell-seminar/

At the event, Toyota reaffirmed its commitment to the fuel and introduced a number of applications and strategies aimed to expand Toyota’s hydrogen and fuel cell business.

https://finance.yahoo.com/news/southwire-taps-plug-power-inc-120000344.html

Hyundai and Plug Power

https://www.hydrogenfuelnews.com/hyundai-and-plug-power-hydrogen/8570028/

$PLUG Power Energy has Total Cash (mrq) $205.69M

https://cleantechnica.com/2025/03/12/debunking-the-myth-hydrogen-fuel-cells-arent-more-efficient-than-alternatives/amp/

Jditi - I have no argument that Hydrogen is the better option.

BUT, Hydrogen is a Non-Starter for many reasons. Hydrogen is too expensive. Hydrogen infrastructure is non-existant, and very expensive to implement.
We are talking decades and trillion$ before we could have a pragmatic "grid".

This is a moment of restructuring, so clearly headline numbers were bad. But most of the "bad" was overwhelmingly non-cash write-downs. cash burn improved markedly and it was refreshing to hear they are shooting to be cash-flow positive by early 2026.

This is a turnaround story - one of the best I've seen in years. Short at your own risk.

How narrow-minded. BEVs clearly better for short transport pas cars today (would be much less if we invested as much in fcel research as in battery research the past 20 yrs), but FCELs better for heavy duty long haul (large trucks, ships & trains), energy storage, data centers (near populous areas) and low-carbon steel / cement / ammonia manufacturing.

DEBUNKING MORE Hydrogen Myths :

https://cleantechnica.com/2025/03/11/debunking-the-myth-electrolyzing-hydrogen-for-energy-is-wasteful-higher-emissions/amp/

DEBUNKING Hydrogen Myths :


https://cleantechnica.com/2025/03/06/companion-to-cranky-stepdad-vs-hydrogen-for-energy/amp/

mik - Really ? These were actual Plug numbers, NOT FAKE numbers .

Plug's numbers are real and BAD. Not Fake.

FAKE NEWS

Great PLUG Analysis !

Let the hydrogen M&A boom begin!

"In addition, SAMSUNG E&A will acquire a 10% stake in newly issued Nel shares through a direct placement, resulting in a post-transaction ownership of 9.1% - making them Nel’s largest single shareholder."

Mbappe 30m
https://stocktwits.com/Mbappe/message/607663667

REALLY BAD NEWS !

I have mentioned that Key Metrics are important, but that PLUG doesn't always discuss the important metrics.

Here is the best analysis I have seen:

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

B_B - Politics and no mention of PLUG as it continues to FALL.

And you said you would never post again.

NOT a man of your word.

Why don't you Lead by example ?

Sure long as others do the same

CAN WE CUT THE POLITICAL CHATTER ?

Save it for the Yahoo Board.

Or Run for Prresident and fix it yourself.

I'd vote for you.

MORE BAD NEWS !

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

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.