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57
Yahoo Finance
04/07
(Community Post)
Plug is going to be in the center of green amonia and eSaf projects. CANADA is just an example. Uzbekistan and Australia will come to FID soon. In the meantime, Plug is finishing Galp, in execution for UK project, and of course working with Walmart, Amazon and other for material handling projects, where 30% tax credit is in place for equipment buyers and 3$/kg bonus for H2 itself. Q1 2026 will be a beat. One of the FID's will change direction. Worst case scenario is also possible, but more likely will not happen than happen....
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Yahoo Finance
04/07
(Community Post)
PLUG still trades as a high-beta hydrogen story where execution, partnerships and balance-sheet discipline will determine whether the long-promised energy transition upside materializes. [https://share.google/QEcCzvSnMmYmYHxTs](https://share.google/QEcCzvSnMmYmYHxTs) Code = INTERSTOCK25...
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Yahoo Finance
04/07
(Community Post)
The short goons are out in force hoping to take advantage of this moment, Plug has integrity and a clear path to success. Big deals take time to materialize and become cash. What we know so far this year will pay for itself snd possibly more. The closer we get to 2030 , more money will come in . Dean and Jose are still working Quantum leap And the prospects I believe are right on track....
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Yahoo Finance
04/07
(Community Post)
$PLUG 🔋 **Plug Power’s Product Ecosystem (What They Actually Sell)** Plug Power builds a **fully integrated hydrogen ecosystem**: production → liquefaction → storage → transport → fueling → fuel‑cell power. ⚡ 1. **PEM Electrolyzers (GenEco & Large‑Scale Systems)** Plug Power manufactures **PEM electrolyzers** that split water into hydrogen and oxygen using renewable electricity. Key Facts - Used for **green hydrogen production**. - Scales from **10 MW modules** to **gigawatt‑scale systems**. - Recently awarded a **275 MW electrolyzer contract**—one of the largest in North America. - Supports industrial decarbonization (refineries, ammonia, mining, utilities). 🚛 2. **Hydrogen Transportation & Storage Systems** Plug provides turnkey systems to **store and move hydrogen** safely. Capabilities - Storage capacity: **60 kg to 8,000 kg/day**, liquid or gas. - Trailer systems for long‑distance hydrogen delivery. - Integrated handling systems for industrial customers. 🏭 3. **Green Hydrogen Production Plants** Plug is building a **national hydrogen production network** in …...
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Yahoo Finance
04/07
(Community Post)
🔥 Why Wars & High Oil Prices Make Plug Power’s $PLUG Products More Valuable 1. Energy Security Becomes a Priority Wars disrupt oil supply chains. Countries respond by accelerating domestic energy production, especially hydrogen. The IEA notes that governments are scaling hydrogen infrastructure to reduce reliance on fossil fuels and improve energy security. Plug’s electrolyzers and hydrogen plants directly support this shift. 2. High Oil Prices Make Hydrogen More Competitive When oil becomes expensive, hydrogen becomes economically attractive for: Heavy transport Industrial heat Backup power Material‑handling fleets The EIA’s hydrogen market modeling shows hydrogen demand rises when fossil fuel prices increase. 3. Hydrogen Fuel Cells Benefit From Volatile Oil Markets Fuel cells offer stable, predictable energy costs because hydrogen can be produced domestically. The global hydrogen fuel cell market is projected to grow at 28% annually through 2035. Plug’s GenDrive fuel cells and GenFuel stations become more attractive when diesel …...
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Yahoo Finance
04/07
(Community Post)
AI keeps deleting the truth. So I’ll be blunt, Gasoline is about to go bananas and diesel forget it. EV will take off but hydrogen mobility will push H truck’s quickly to market. Plugs delayed vision is still intact and waiting for the night train....
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Yahoo Finance
04/07
(Community Post)
Buyers are strong-We know what 6 $$& a gallon gas and 9 $$ a gallon diesel is going to do. Big oil can make H cheap and use carbon capture technology that will create a huge market. Don’t think big oil won’t go to H they will snd are , in their time it will happen . Meantime watch Plug grow and grow This is H time of the season. This is not 20 years ago and not when gas was .32 cents a gallon and free wash rags and glasses....
57
Yahoo Finance
04/07
(Community Post)
Can $PLUG Double This Year? A 100% move from here would put PLUG in the \~$5 range. Based on recent analyst targets and sector catalysts: One Wall Street analyst recently reaffirmed a 137% upside prediction over the next 12 months, citing an “inflection point” in Plug’s hydrogen business . PLUG has already shown the ability to move 200–250% in short bursts during periods of renewed hydrogen enthusiasm, as seen in past rallies ....
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Yahoo Finance
04/07
(Community Post)
I give Plug maybe 6 months and we will see a huge huge announcement regarding the UK snd Iberola. That project is the largest project ever and will swamp the stooges. UK is so ripe for GH that this will encompass several countries and hundreds of thousands of tons of H. We are anticipating at least 100,000 electrolizers and 100,000 FuelCells to power government administration.The infrastructure of the UK is very unique in that its grid is central and diverse like a wheel with spokes and hub. When this comes soon it will be a move that will inspire people all over the world....
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Yahoo Finance
04/07
(Community Post)
One Lng size tanker carries 4 times as much energy in volume and BTUs in Hydrogen then LNG. Do your math. It’s all in how you apply the technology. Remember H is a conveyer of energy . It’s BTU status only depends on how it is used.Better Tech Better efficiency. H will drive a tech boom that will open doors that haven’t been designed yet....
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Yahoo Finance
04/07
(Community Post)
[@u_y514pzyltk6h](mention://user/155fe692-2c9c-408f-b8ac-b95c8b730b72) Middleton is always great, he's the reason I loaded up my shares at $.83 He'll probably state that he needs to buy another million shares of PLUG! When he sells I am out for good....
57
Yahoo Finance
04/07
(Community Post)
🧾 Bottom line - Yes, this has **short squeeze characteristics** - But it’s **not purely a meme move**—there’s a real (but risky) turnaround story underneath - The next **3–7 trading days** will tell you everything: - holds → trend - dumps → squeeze...
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Yahoo Finance
04/07
(Community Post)
## ⚡ **20 Reasons Why $PLUG Could Quadruple in 2026** 🔋 **1. Green hydrogen demand is accelerating globally** Governments and corporations are committing billions to hydrogen infrastructure, and Plug is one of the few vertically integrated players. ## 🏭 **2. Multiple green hydrogen plants coming online** New York, Georgia, Texas, and European sites ramping production could transform Plug’s cost structure. ## 📉 **3. Cost of hydrogen production is dropping** As Plug scales electrolyzer output and renewables get cheaper, margins improve dramatically. ## 🧱 **4. Vertical integration gives Plug a moat** Fuel cells, electrolyzers, storage, transport, and fueling stations — few companies control the full stack. ## 🚚 **5. Material handling remains Plug’s cash engine** Amazon, Walmart, and other Fortune 500 companies continue expanding hydrogen forklift fleets. ## 🌍 **6. Europe is aggressively funding hydrogen** EU subsidies and industrial decarbonization mandates create a massive addressable market. 🇺🇸 **7. U.S. IRA hydrogen …...
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Yahoo Finance
04/07
(Community Post)
## ⚠️ 20 Reasons PLUG Stock Could Fall 50% in 2026 ## 🧾 Financial & Balance Sheet Risks 1. **Massive ongoing cash burn** The company continues to burn significant cash each quarter, even after some improvement. 2. **Still unprofitable** Negative earnings, margins, and return on equity remain persistent. 3. **Dilution risk (again)** Share count has exploded \~700% over the past decade, and more dilution is likely. 4. **Heavy reliance on raising capital** Convertible debt and equity raises have repeatedly hurt shareholders. 5. **Debt + liabilities still meaningful** Convertible debt and obligations remain sizable on the balance sheet. ## ⚙️ Business Model & Execution Risks 6. **Hydrogen economics still weak** Hydrogen often isn’t cost-competitive vs. alternatives yet. 7. **Profitability timeline uncertain** Analysts don’t expect real profitability until late decade (if at all). 8. **Execution risk on scaling plants** Building hydrogen infrastructure is capital-intensive and complex. 9. **Negative margins historically** Long-term operating …...
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Yahoo Finance
04/07
(Community Post)
🚀 How Plug Power $PLUG Can Integrate Into the Space Race ## 1. **Liquid Hydrogen Supply for Rocket Operations** NASA consumes **over 37 million pounds of liquid hydrogen per year**, primarily for propulsion and test operations. Plug Power has already begun supplying NASA with **up to 218,000 kg of liquid hydrogen** under its first-ever aerospace contract. This proves Plug can meet: - **Aerospace‑grade purity standards** - **Cryogenic handling requirements** - **High‑reliability delivery schedules** This alone opens the door to: - Launch pad fueling - Test‑stand hydrogen supply - Lunar/Mars mission propellant logistics 2\. **Fuel Cells for Spacecraft, Landers & Surface Systems** NASA’s hydrogen and fuel‑cell research shows broad use cases for **H₂/O₂ fuel cells** in space systems: - **Primary power** for lunar or Martian landers - **Energy storage** via regenerative fuel cells - **Environmental control & life support (ECLSS)** - **In‑situ resource utilization (ISRU)** systems that generate hydrogen and oxygen …...
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Yahoo Finance
04/07
(Community Post)
🔌 $PLUG vs. SpaceX — Who Would Make the Better Partner? ## 🚀 If the goal is a partnership with **SpaceX** **$PLUG (Plug Power)** is actually a *strong* strategic match for SpaceX. Why? SpaceX has enormous energy demands: - Launch pad operations - Starship methane production - Starlink ground stations - Future Mars in‑situ resource utilization (ISRU) Plug Power specializes in: - Green hydrogen - Fuel cells - Large‑scale electrolyzers **Hydrogen + aerospace = natural synergy.** SpaceX has already shown interest in alternative fuels and sustainable energy systems. A partnership with Plug Power could support: - Hydrogen production for ground operations - Clean‑energy infrastructure at launch sites - Fuel‑cell systems for remote Starlink installations **Verdict:** 👉 **$PLUG is a much better partner *for SpaceX*** than the other way around....
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Yahoo Finance
04/07
(Community Post)
[@cakewalker](mention://user/3110f549-bc22-4d06-acc2-45e7d77d07f1) - Plug currently has to buy about 60% of the hydrogen it sells from grey hydrogen producers, and sells it at a loss to its customers because of binding contracts it signed many years ago to get those customers to buy its fuel cells for their forklifts, so please tell the class how Plug will make money buying from grey hydrogen producers and selling to NASA or SpaceX, when the grey hydrogen producers can sell to them at a price that Plug cannot meet and still make a profit? And in case you haven't heard, Plug is not building any more green hydrogen facilities because it cannot operate them profitably...
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Yahoo Finance
04/07
(Community Post)
[@cakewalker](mention://user/3110f549-bc22-4d06-acc2-45e7d77d07f1) Given that all of the water on Mars is deep frozen at the poles, where will the energy come from to melt that ice, and power generators to run electrolyzers to turn that melted ice into hydrogen and oxygen? Windmills? Atmosphere is too thin. Solar panels? Sunlight is too weak. Atomic energy? Good luck transporting a nuclear reactor to Mars. I get the distinct impression that this idea was not thought through very well....
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57
Yahoo Finance
04/07
(Community Post)
The truth about the majority of Plug’s contracts is; nobody on here has access to any of those contracts to read. If they did, they would post them although that would cause investigating an Industrial Espionage violation. First year Business Law. However Plug is allowed to sell any flavor of H2 purchased from other companies. We know they do. We have seen their supply rules tighten up to help them sell more product. Becoming more and more a H2 Logistical company. Here and EU. To address the criticism for not posting favorable revenue numbers, although 2025 demonstrated a lot more favorable results, they have abandon financing build new plants on their own for the present. A reconning and reorg for shortcomings and hiring to improve or become an OEM. Control Installation and production process from patents or other proprietary knowledge. H2 is used almost entirely during NASA rocket launches boosting …...
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Yahoo Finance
04/07
(Community Post)
⚡ **$PLUG — Plug Power: Building the Global Hydrogen Economy** **Plug Power ($PLUG)** is one of the world’s leading builders of the emerging hydrogen ecosystem, delivering end‑to‑end clean‑energy solutions across North America, Europe, Australia, and beyond. Headquartered in Slingerlands, New York, the company isn’t just selling fuel cells — it’s constructing the full infrastructure required for a hydrogen‑powered future. Plug Power designs, develops, and deploys a complete suite of hydrogen technologies, including **GenDrive**, its flagship PEM fuel‑cell systems that power electric forklifts, automated vehicles, and ground support equipment across major industrial operations. Its **GenFuel** platform provides the full hydrogen backbone — production, delivery, storage, and on‑site dispensing — enabling seamless fueling at scale. Through **GenCare**, Plug integrates IoT‑driven monitoring and maintenance, ensuring reliability across mission‑critical applications. Its **GenKey** turnkey solution brings together fuel cells, fueling infrastructure, and service into a single, ready‑to‑deploy package. The company also manufactures **GenEco electrolyzers** for …...
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Yahoo Finance
04/07
(Community Post)
## 🌱 **What’s Actually *Good* About Plug Power** ## 🌍 **1. They’re a genuine leader in green hydrogen** Whether the stock is loved or hated, Plug Power is undeniably one of the **largest pure‑play green hydrogen companies in the U.S.** They have: - The **largest PEM electrolyzer manufacturing capacity** in North America - A vertically integrated model (fuel cells, electrolyzers, hydrogen production, logistics) - A first‑mover advantage in a sector that governments are now heavily funding That’s not bearish — that’s strategic positioning. ## 🤝 **2. They have real, blue‑chip customers** This part often gets ignored. Plug Power has long‑term relationships with: - **Amazon** - **Walmart** - **Home Depot** - **Nike** - **FedEx** - **BMW** These aren’t speculative startups — they’re Fortune 100 giants using Plug’s fuel‑cell systems in real operations. That’s a moat most hydrogen companies *wish* they had. 🏭 **3. Their hydrogen plants are finally coming online** For …...
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Yahoo Finance
04/07
(Community Post)
From Motley Fool: Hard to believe that finely they have a good thing to say about Plug, maybe their becoming a believer in the Company. *Three Reasons to Buy Plug Power Stock in April* *1. Plug Power is showing improved profitability.* *2. Plug Power reduced its liquidity risks.* *3. Plug Power improved its business strategy and revenue visibility.*...
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57
Yahoo Finance
04/07
(Community Post)
## **The PLUG Daily Recap.** **Another WILD DOWN DAY for Plug.** **NO California Hydrogen !** **No Good News !** **No Hydrogen Hubs.!** **No Data Centers !** **No DOE Money.!** **No Texas Hydrogen.!** **No AGA !** **No FID !** **No Cummins !** **No Confidence !** **No Support !** **Little Hope !** **Down - 6.32 %**...
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57
Yahoo Finance
04/07
(Community Post)
🚀 How $PLUG Could Make Billions by Rolling Into a Space Stock Plug Power is best known today as a hydrogen fuel cell company serving warehouses, data centers, and industrial logistics. But the company’s core competency—producing, storing, and distributing hydrogen—aligns almost perfectly with the emerging needs of the commercial space economy. With the space industry projected to surpass **$1 trillion by 2040**, even a small foothold could transform PLUG’s revenue trajectory. Below is a strategic breakdown of how Plug Power could evolve into a major space‑economy player. ## 🌌 1. Hydrogen Is the Future of Space Propulsion Hydrogen has been the backbone of spaceflight for decades. NASA’s Saturn V and the Space Launch System (SLS) both rely on liquid hydrogen (LH2) as a primary propellant. Why PLUG fits: - PLUG already produces green hydrogen at scale. - It has experience with cryogenic storage and distribution—critical for LH2. - Space companies …...
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57
Yahoo Finance
04/07
(Community Post)
you TDS people can thank Don,Orangeman, ect. whatever you want to call him for opening up many avenues for the use of hydrogen. Ai is a large opportunity and space which was shut down by barack Obama and now opened by you know who. these are just two huge uses for Plugs hydrogen. The future looks great for Plug....
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57
Yahoo Finance
04/07
(Community Post)
Plug Power just swung to a positive 2.4% gross margin in Q4 after a brutal -122.5% a year ago, claims 80% of 2026 revenue is already visible, and is targeting positive EBITDA by 2026. Liquidity looks less dire after asset sales and cost cuts, and a big Canadian electrolyzer deal shows the pipeline isn’t dead. The stock? Still getting punished....
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Yahoo Finance
04/07
(Community Post)
[**@cakewalker**](https://finance.yahoo.com/community/u/cakewalker/) Contrary to what you posted earlier, both the SP500 and the NASDAQ closed higher today, and Plug made a lower low. Care to comment on how you came to post the exact opposite of what really happened?...
57
Yahoo Finance
04/07
(Community Post)
[@u_2crg1urnlrcwktnwvmgohk5svan](mention://user/b75a0e7b-1191-4a4e-8e65-2daff7318e0a) Black Rock had to buy in order to rebalance their Value at Risk (VAR) Compliance. PLUG is very Risky and Black Rock requires that these risks be managed or mitigated....
57
Yahoo Finance
04/07
(Community Post)
$PLUG 🔥 Why Hydrogen Demand Is at an All‑Time High 🌍 1. Energy Market Disruptions Are Forcing a Shift - The Middle East conflict has caused **major disruptions to oil and LNG trade flows**, especially through the Strait of Hormuz, which handles **25–30% of global oil** and **20% of LNG**. This has driven up prices and created uncertainty for import‑dependent regions like Europe and Asia. - With fossil fuels becoming more volatile, governments and industries are accelerating investment in **hydrogen as a stable, long‑term alternative**. ⚡ 2. High Fossil Fuel Prices Make Hydrogen More Attractive - Elevated oil and gas prices—fueled by geopolitical risk premiums—are pushing countries to diversify energy sources. - Analysts note that **renewables and hydrogen offer a strategic hedge** against commodity‑market volatility, making them increasingly appealing during crises. 🛡️ 3. Energy Security Is Now a Top Priority - The conflict has triggered the **largest supply disruption in …...
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Yahoo Finance
04/07
(Community Post)
[@u_y514pzyltk6h](mention://user/155fe692-2c9c-408f-b8ac-b95c8b730b72) Correct .. under Marsh, how Many times does it need to posted that MARSH IS OUT. Crespo is in and everything he touches turns to Gold. WATCH and learn while you stand on the sideline wishing you had stock at 2.50 it’s at 3.50 and headed north. I’ll be here to say “ I told you to buy” here and now....
57
Yahoo Finance
04/07
(Community Post)
These market swings are absurd. This idiot of a President will continue to cause these ups and downs, particularly with the financial market movers inexplicably hanging their hat on everything he says, whether threatening to destroy a civilization or insisting he has made some sort of deal....
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Yahoo Finance
04/07
(Community Post)
[@jack32075](mention://user/bef9991f-2457-4ada-9c33-52e15c1e75a7) Tomorrow will be an interesting day.I took some nice profits on a WTI etf and have already redeployed.I expect some more volatility in the short term, especially PLUG....
57
Yahoo Finance
04/07
(Community Post)
[Biden wanted to drive reliable energy 'into a ditch,' says Trump Energy Secretary](https://www.foxnews.com/media/biden-wanted-drive-reliable-energy-ditch-trump-energy-secretary) "It's so much easier to sell fear than to sell reassurance," Wright said. "You know, that's the asymmetry in politics and activism… But the environmental industry really has become sort of a fear-selling industry. And boy, you can raise billions of dollars to scare people about things like nuclear power or climate change, where there's like a kernel of something there, but they're just wildly exaggerated. And unfortunately, it’s been effective."...
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Yahoo Finance
04/07
(Community Post)
[@jack7099](mention://user/af9a5f55-f881-4ee3-88fa-5270d5ecaa04) never Jack. The crew who works at least 2 shifts, 7 days a week. So what is your timetable to get back all that money😂🤪 you lost on Plug. I might have something from the first time you whined that on here. Remember what year? But whining seems to run in your group  Remember this beautiful post. We all fell for it....
54
Polygon News
04/08
Could Plug Power's New Electrolyzer Project Lead to Profitability?
Plug Power announced a 275-megawatt electrolyzer project with Hy2gen and appointed new CEO Jose Luis Crespo, signaling a potential turnaround. Despite posting a $1.7 billion net loss in 2025 against $...
57
Yahoo Finance
04/08
(Community Post)
Things J.L. Crespo is doing- Material handling fcel 30% tax credit; electrolyzers with 30% tax credit, hydrogen itself with 3$/kg, Galp and UK in execution, Canada, Australia, Uzbekistan, Denmark, Finland projects close to FID's, green amonia and e-Saf projects is getting momentum. Walmart and Amazon will do onsite electrolyzers after this oil, LNG and electrical grid crisis faster than expected. In the past I said that Plug is not data center player- after I had a look into the American electrical grid, I would say even here we PP has chances. Good luck for everyone. Also who has short positions, it's okay, turn them into long. It's time....
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Yahoo Finance
04/08
(Community Post)
I have been absent from this board since they changed it to this terribly unregulated format with no way to mute the noise. Anyway, I’m not sure if anyone noticed the recent Blackrock filing, which shows an increase in shares held by 25% and now hold over 10% of Plug’s shares. That seems like a big deal to me!...
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Yahoo Finance
04/08
(Community Post)
The general public is always slow to catch on. The current Broker sales in Plug is increasing and BlackRocks purchase is but one of many that is coming. Plugs near term future is so bright it blinds people who are living and looking at the past performance and still font understand that this company in less then 27 years went from a 17 million dollar business to a 780 + million dollar business on 5 continents. Don’t give up now this is the opportunity of this decade !...
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Yahoo Finance
04/08
(Community Post)
[@red08703](mention://user/b10e3fdb-fe6d-4968-84c2-884044a5d817) - "and BlackRocks purchase is but one of many that is coming" Red puts on his feathered turban and its in front of his crystal ball to bring you **News from the Future!**...
57
Yahoo Finance
04/08
(Community Post)
We have serious doubts this so called ceasefire will happen. Iran will continue to drag out its requirements for peace and very soon Trump will decide to persuade them a bit by darkening Tehran. The world will not agree to tolls in the Straits or will we agree to anything permanent until we have all of their enriched uranium. Plug is still expected to rise over $3.00 before the next earnings report As inquiries into the growth and development of the network which Plug is contributing quite a lot of LGH to is opening and hydrogen is being used and bulk injected into. Jose is building new recurring revenue sources with very little overhead cost and exceptional Margin returns. This European network will continue to expand into a source for over 1000 business users in 4-5 countries. This will be acknowledged as the beginning of the switch to GH and …...
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Polygon News
04/08
Plug Power's New CEO Jose Luis Crespo Is Focused on Profitability. Is Now the Time to Buy the Clean Energy Stock?
Plug Power has appointed new CEO Jose Luis Crespo to lead the company toward profitability after years of significant losses ($1.6 billion last year). The company has a multi-year plan to achieve posi...
57
Yahoo Finance
04/08
(Community Post)
Blackrock buying 30 million shares explains why our volume has been down. That's 30 million shares that are locked up and won't be traded every day. This is going to make covering even harder for the Shorts. Wow, now when they buy another 50 million shares soon the SP will skyrocket. I'd just give up altogether if I was short PLUG Power....
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Yahoo Finance
04/08
(Community Post)
If we see a 10% increase in short interest a squeeze is almost guaranteed. If institutions buy in another 15% a squeeze is guaranteed . If we get a few FIDs in from AGA a squeeze will be guaranteed. If plug comes in margin positive and beats the .10 from last quarter a squeeze is almost guaranteed. All that has to happen is progress that Jose knows he can make happen....
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Yahoo Finance
04/08
(Community Post)
I don’t see the Investor class has changed that much since it rose back. Not where they were, but going in the right direction. The daily turmoil is a problem. Usually solved during another period of time. No one is going to let this go much further when it ruins business and lives. A powerhouse of countries will have to step in....
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Yahoo Finance
04/08
(Community Post)
I said time and again that the Georgia plant would never make money, and it never has. It is Plug Power's **biggest** money loser, and Plug realizes it. That's why it walked away from NY and Texas after sinking hundreds of millions of investor dollars into infrastructure for two proposed clean hydrogen production facilities. Now they are concentrating on selling that same money losing green hydrogen production equipment to other hopeful dreamers....
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Yahoo Finance
04/08
(Community Post)
I will say this again because of the obtuse posts by the paid short hacks. Google AI "will technology drop the cost of hydrogen production?". Technology has proven over and over to always prevail. If anyone cares to research, it is happening as we speak and being incorporated in Hydrogen production - anticipating 2027 for meaningful production costs....
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Yahoo Finance
04/08
(Community Post)
[@dennis1826](mention://user/411022f6-d2aa-4888-87a0-e072a551cb17) - You should ask if a technology might emerge that will make production of green hydrogen through electrolyzation obsolete by virtue of reducing the cost of that production by half. What happens if a company other than Plug emerges to hold the patents on that new technology?...
57
Yahoo Finance
04/08
(Community Post)
[@jack32075](mention://user/bef9991f-2457-4ada-9c33-52e15c1e75a7) I don’t know who that would be since Plug is funding a lot of the programs to develop catalyst for PEMs. Always could be somebody but best money is on Plug. I’ll stay with Plug....
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Yahoo Finance
04/08
(Community Post)
KuhDumbuh seems to think that Plug is making money from its hydrogen production in Georgia. Is this true, KuhDumbuh? Do you really believe this? What about unicorns and leprechauns? Do you believe in them, too? [@karamba](mention://user/2e71e6fd-b204-4908-b734-0c21aac95546)...
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Yahoo Finance
04/08
(Community Post)
KuhDumbuh has a very fertile fantasy life, imagining all sorts of fanciful things. The truth is that Plug's Georgia plant is the greatest money loser of all its operations. KuhDumbuh would like it if everyone were distracted from this undeniable truth and focused instead on her delirious depiction of what I think and believe. The difference is that I can back up what I claim about Georgia being Plug's greatest money-losing operation, and KuhDumbuh can, well... make up fantastical stories that have no basis in reality. [@karamba](mention://user/2e71e6fd-b204-4908-b734-0c21aac95546)...
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Yahoo Finance
04/08
(Community Post)
Here’s the real breakdown of where Plug Power Inc. is actually losing money—and it’s not evenly distributed. The losses come from three main buckets, **and one of them clearly dominates.** 🧠 The big picture Plug Power is trying to build a **fully integrated hydrogen ecosystem** (produce hydrogen → deliver it → use it in fuel cells). **That strategy is exactly why the losses are so large:** - They’re **investing heavily across the entire value chain** - But **none of the pieces are strongly profitable yet** 🔴 ***1) Hydrogen production & fuel (the biggest loss driver)*** This is the **core problem area**. Why it loses the most money: - Producing green hydrogen is **extremely expensive** - Plug has historically **sold hydrogen at a loss** under long-term contracts - It previously had to **buy hydrogen at high market prices**, then resell it cheaper Evidence: - The company’s margins were deeply negative (as …...
(Community Post)