Plug Power Inc (PLUG) Options

https://www.wsj.com/articles/fossil-fuel-companies-are-lobbying-trump-to-save-a-green-fuel-program-2741cbfd

ER 3/3 w/ 45v credits booking will show significant improvement in cash burn, 3/15 budget (per link, fossil fuel industry will assure 45v in ira will be retained), 32% short interest & plug near tops in all the short-squeeze lists. March will rock!

HYDROGEN TOO EXPENSIVE ?

Here's an Interesting Read :

https://cleantechnica.com/2025/02/21/hydrogen-hype-meets-hard-costs-europes-pipeline-plan-in-trouble/amp/

Banger - NKLA is looking like a preview for PLUG in a few months .....

Plug says that they can execute without the $1.66 Billion.

That's great, because I don't think it's going to happen.

Most likely going under $1.00 . Mark this post

Johnny-Vegas - "Next week could be very interesting."

Turned out to be an Understatement !

One of the worst week's in PLUG's History.

Banger - LOL

A Rice University start-up for decarbonizing . Just one of hundreds of little start ups jumping on the Hydrogen Band Wagon ... AGA ?

We all got so excited when the Mega-Deal with AGA was announced ....

LOL
Acclaimed hydrogen tech company Syzygy Plasmonics

can you tell me what they do and where they have done it?

MORE BAD NEWS : Is Hydrogen Slowing ?

Acclaimed hydrogen tech company Syzygy Plasmonics is planning to slash its workforce by about 60% by the end of March due to a slower-than-expected energy transition.

LMFAO .in the third quarter of 2024, Plug Power reported $173.7 million in revenue, which was a 21.2% increase from the previous quarter. This was due to increased electrolyzer deployments, expanded hydrogen production, and improved manufacturing efficiency. 
Forecast for 2024 
Plug Power expects to earn between $700 million and $800 million in revenue for the 2024 fiscal year. This is based on a pipeline of orders for electrolyzers, cryogenics, and material handling in the second half of 2024. plug is showing margins improvement. Next ER could be a huge catalyst stock is severely beaten the bottom is in. I don’t care about a few pennies up or down .stop spreading BS. you are shortsighted market doesn’t work like that. The same crap was constantly posted back in the old days when plug went from $2 to $70 a share. You sound like a lonely individual have nothing better to do. That explains why you have 26 followers since 2015. Nobody’s listening to your BS get off before I put you on ignore.😂😂LMFAO.

HYDROGEN Hasn't had a Week this BAD Since : May 6, 1937 !

VEGAS Baby - You were right !

": Next week could be very interesting. "

- Nikola and Hyvia declare Bankruptcy !

- AIRBUS drops their Hydrogen Trials.

- Canada drops their Hydrogen Bus Trials.

- Germany announces that Electrolyzer sales are DOWN 90%.

- And the Yorkville TOXIC FINANCE Deal.

And it's only Wednesday !

WTM - 90+% of the Hydrogen used globally is for the Petrochemical Sector.

(fuel cells could disappear and not affect APD, LIN or AL)

Will you be attending the World Petrochemical Conference in March (17-21) ?

ALL of the real hydrogen players will be there.

mik - Too broad of a question, but a 90,000 foot answer :

I am against waste, wasting food , wasting money are not wise choices.
In the past we saw that growing corn for ethanol was net energy negative, which means wasteful.

Let Farmers grow food and end world hunger, a much higher purpose that fueling cars.

Jb whats your thoughts on biofuels and the American?farmer

Steve - It looks as if Natural Gas will be the bridge / winner until a better/cleaner or cheaper solution is available. Hydrogen is just too expensive and cumbersome.

That could help make this quarter or next look better after taking the losses. That brings to mind a question. Were we just too far ahead of the market or is there a market at all? If, there is no market then, why will companies be investing in huge projects, except maybe in the industrial area and would they be better served with their own plants? Would they choose hydrogen and if so would it be green hydrogen?

Not sure if we ever sold them anything and received any trucks from them as was the agreement we had. At least Andy did not eneter this market and let someone else fail at it unlike he did with Hyvia, buses, etc.

MORE BAD NEWS !

HYVIA LIQUIDATING !

https://media.hyvia.eu/hyvia-announces-its-legal-liquidation

A Writedown for Plug ?

More BAD NEWS !

https://finance.yahoo.com/news/nikola-goes-bankrupt-punctuating-ev-122711658.html

Sanjay learned from the best clown.

You have to love this part- India before the end of 2030 depending on demand and cost drivers driven by the Indian government.” So, it all depends on demand, how much the Indian government pays and having a partner and maybe, just maybe then by 2030 something could happen. You can't get more solid a deal than that now can you. Way to go Sanjay! LOL

OH, WOW ! A Nothing Burger !

NOT a Real Deal.

Just Another MULAG. FFI. Gaussin.

https://finance.yahoo.com/news/plug-power-plans-major-hydrogen-191737315.html $PLUG

That's what Andy did best

28% of the shares are now short and we have over 900 million shares. WE have been built on dilution and lies.

Yep, looks like Sanjay just putting out hype on a deal he wants partners on before 2030. Nothing concrete about the post at all. Just a wish, hope, dream, whatever. Show us the money and forget the BS.

Yet Another Nothing Burger.

Yet another long-dated deal which will never happen.

$PLUG US-based Plug Power eyes ‘multi-gigawatt’ green hydrogen electrolyser plants in ..

Read more at:
https://manufacturing.economictimes.indiatimes.com/news/energy/us-based-plug-power-eyes-multi-gigawatt-green-hydrogen-electrolyser-plants-in-india-by-2030-end/118324889

REALLY BAD NEWS :

https://electrek.co/2025/02/15/another-hydrogen-fail-as-renault-subsidiary-hyvia-struggles-to-survive/

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

Here is an Interesting Read on Green Hydrogen :



https://oilprice.com/Alternative-Energy/Hydroelectric/What-Happened-to-the-Green-Hydrogen-Boom.amp.html

I don't think incumbent energy players are behind the increase in short interest.

PLUG's incompetence makes shorting Plug a safe bet.

And every spike in short interest has preceeded / predicted a drop in the share price.

A weak Fourth Quarter / 2024 Earnings Report may be the Negative Catalyst behind the sharp increase in the record Short Interest in Plug.

Unfortunately, Andy Marsh is still the CEO.

Banger - The Plug Spot Price is just another MULAG, Gausin, FFI, Data Center ... HYPE.

When people used to believe the Hype plug went to $75.

Now Plug is worth One Buck and Change.

perhaps they only publish it when they have hydrogen to supply…

not sure how the spot price market works.

have you asked your contacts?

PLUG has a new Spot Price for Hydrogen !

There was lots of Hype on this exciting news.

What is the Plug Spot Price for Hydrogen ?

Next week could be very interesting.

Beaten unfairly and undervalue.

LMFAO 😂 .

Johnny - There is NO BOTTOM !

"I think bottom is in."

because?...

Got back in this morning after the last run. I think bottom is in.

Another State of Hydrogen Study :

It's funny that it seems like the Laws of Physics never seem to go out of Date :

https://www.linkedin.com/pulse/distilled-thoughts-hydrogen-paul-martin/

My firm recently did a "State of the Industry" Client Study on Hydrogen, Here are some of our findings :

- Legacy Hydrogen ; Grey Hydrogen for the petrochemical sector, is the only commercially viable use of hydrogen at scale

- No on-road use of hydrogen has been financially sustainable (cars, trucks, busses, stations)

- No off-road use of hydrogen has been financially sustainable (marine, GSE's, aircraft )

- Hydrogen for Power Generation (Primary, Secondary, Back-Up) is not financially sustainable

- All Four Legacy hydrogen producers have scaled back or cancelled major capital projects involving hydrogen

- Of the 100+ Major Capital Projects involving hydrogen that have been announced to the public, LESS than 10 will be built , with no guarantee of success.

- There are hundreds of new concepts and technologies involving Hydrogen, but NONE are commercially viable at this time

- There are hundreds of new concepts and technologies involving hydrogen which work, but NONE are economic or commercially sustainable

2022 article, really??

Hydrogen Fuel Gives Rise to an $11 Trillion Revolution
https://www.nasdaq.com/articles/hydrogen-fuel-gives-rise-to-an-$11-trillion-revolution $PLUG

WTM - MORE BAD NEWS !

A quick reminder: In a few minutes at 16:00 pm CET, the webinar "Hydrogen in Natural Gas Pipelines" with Paul Martin, Spitfire Research Inc., will start.

Join now for free: https://events.ringcentral.com/events/hydrogen-in-natural-gas-pipelines

NEW PLUG LOWS !

Really Bad News !

https://cleantechnica.com/2025/02/10/airbus-drops-hydrogen-as-aviation-industry-admits-it-wont-fly/amp/

Hydrogen Technology works .... Hydrogen ECONOMICS DON'T !