Plug Power Inc (PLUG) Options

Hey for whatever is worth. Thanks for the information. I’ve been thinking of buying but after reading the information you provided I changed my mind.

CORRECTION : Another New, Multiyear Low !

A White House advisor asserts that a trade agreement is nearing completion with ten nations. $PLUG

New 52 week low

$1.06

What a DAMM shame

Ec

Banger - YUP. One of the many bone-headed moves by PLUG's Incompetent Management Team.

And people are surprised that PLUG will probably go out of business.

That name gives me chills

Had they proceeded with the Susquehanna production plant (Muddy Run hydro power station) they wouldn't be in this position…

Sanjay and Andy got greedy wanted to be able to expand rather than learn and prove the installation and commissioning processes etc which they did in Georgia 2 years later.

Plug Power price target lowered to $1.25 from $1.80 at Susquehanna - TipRanks.com

Plug Power price target lowered to 75c from $1 at Seaport Research
Apr 08, 2025 (1)

Thu Apr 3
Morgan Stanley analyst Andrew Percoco maintained a Sell rating on Plug Power today and set a price target of $1.25. The company’s shares closed yesterday at $1.32.(2)

(1)
tipranks.com/news/the-fly/p...

(2)
theglobeandmail.com/investi...

Research from Global Market Insights suggests that the global hydrogen industry was valued at $204.5 billion in 2024 and will grow to $603.3 billion in 2034. $PLUG

Good for Honda, but is it good for Plug?

Because Honda is “tired of electric engines”?…lol

“has doubled its longevity, and has cut its manufacturing expenses by half”

From what to what?…what are the numbers?…

The article is saying a lot but not really saying much…

The new module now provides 150 kW of power output, has doubled its longevity, and has cut its manufacturing expenses by half compared to its original model.

Double the longevity and halve’d the manufacturing expense, it’s like magic.

https://www.coachesdatabase.com/honda-hydrogen-fuel-cell-technology-2025/

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176059351 $PLUG

Do Insiders Know Something ?

PLUG has fallen from from $75 to $1.00's.

Why are insiders SELLING ?

At $1.15 insiders should be BUYING if they thought there was upside for PLUG.

Wolftank Group Builds First Hydrogen Refueling Station for ACTIVA Project in Spain
https://fuelcellsworks.com/2025/04/11/fuel-cells/wolftank-group-builds-first-hydrogen-refueling-station-for-activa-project-in-spain

The ACTIVA H2 project takes a pragmatic approach: The hydrogen refueling station will be planned in such a way that it can be installed on an area of just 20 square meters. The system is designed for flexible use and enables the refueling of light and heavy commercial vehicles at 350 and 700 bar.

Construction of the base load power hub (BLPH) H2 production-battery storage platform completed
https://h2-tech.com/news/2025/04-2025/construction-of-the-base-load-power-hub-blph-h2-production-battery-storage-platform-completed/

The aim of the project is to gain experience in designing and building a platform that can be used to stabilize the electricity production of wind farms by storing energy during periods of high wind speeds and releasing it during periods of less wind. CrossWind has developed a unique platform that combines a 2.5-MW electrolyzer, H2 storage and conversion back to electricity with a 5MWh electric battery. This system can absorb both hourly and daily fluctuations of the wind profile, ensuring a more stable power output. The installation is 19 by 41 meters and weighs a total of about 2200 tons.

Maybe they didn’t know that there were obscure sites on the web that were calling for 45% cagr for the next 10 yrs…that might have made a difference…

Lol

Sorry to say Andy said Plug would be doing that much in sales by then all by themselves!

Most of the top truck manufacturers have an hydrogen truck or is developing one.

Lucid is NOT acquiring the NIKLA's Hydrogen truck business or assets.

That makes TWO North American Hydrogen truck companies that have gone OUT of Business in just one month. OUCH.

I don't know. How many truck manufacturer are there.

Lucid to acquire select Arizona-based Nikola facilities and assets

https://www.msn.com/en-gb/news/world/lucid-to-acquire-select-arizona-based-nikola-facilities-and-assets/ar-AA1CJjae?ocid=BingNewsSerp

rickn - How many Hydrogen Truck companies in North America are still in business ?

Green Hydrogen Market to Reach $19.2 Billion by 2032, Growing at a CAGR of 45.6% from 2025--Exclusive Report by Meticulous Research®
https://www.prnewswire.com/news-releases/green-hydrogen-market-to-reach-19-2-billion-by-2032--growing-at-a-cagr-of-45-6-from-2025exclusive-report-by-meticulous-research-302426526.html

North America Hydrogen Trucks Industry Report 2025: $5.8 Bn Market Opportunities, Growth Drivers, Industry Trend Analysis, and Forecasts 2021-2034
https://finance.yahoo.com/news/north-america-hydrogen-trucks-industry-112700011.html

Green Hydrogen Market to Reach $19.2 Billion by 2032, Growing at a CAGR of 45.6% from 2025--Exclusive Report by Meticulous Research®
https://finance.yahoo.com/news/green-hydrogen-market-reach-19-140100988.html

Hydrogen Fuel Cell Vehicle Industry Research 2025: $15.9 Bn Market Opportunities, Growth Drivers, Industry Trend Analysis, and Forecasts 2021-2034

https://www.globenewswire.com/news-release/2025/04/11/3060015/28124/en/Hydrogen-Fuel-Cell-Vehicle-Industry-Research-2025-15-9-Bn-Market-Opportunities-Growth-Drivers-Industry-Trend-Analysis-and-Forecasts-2021-2034.html

PLUG's DEATH SPIRAL :

PLUG needs more capital . The DOE Loan if it shows up, helps with CAPEX, but that doesn't keep the lights on.

Even after "Project Quantum Leap" , Plug will need at least $500+ million OPEX. So this week's raise is not nearly enough.

Once upon a time, Plug could raise capital by selling shares for $65.00; BUT ... Today Plug will need to sell 50 TIMES more shares to reach $65.

This means Plug will need to DILUTE by about 500 million more shares in 2025.

What will that kind of Dilution (50%), do to Plug's share price.

rickn - WOW . No mention of WHO will be spending all of those $ Billions with a NEGATIVE ROI for all of those hydrogen stations.

To date no hydrogen station is profitable.

https://vimeo.com/1074370166?share=copy#t=0

Hydrogen Fueling Station Market Size to Reach USD 2,970.8 Million by 2032 growing at 20.8% CAGR
https://www.acumenresearchandconsulting.com/press-releases/hydrogen-fueling-station-market

PLUG, new 52 week low

"Hope shorts covered and were not leveraged"

because the stock rose 9 cents?...on a day where the djia rose 3000 points???

Hope shorts covered and were not leveraged

ENJOY !

https://finance.yahoo.com/news/plug-power-price-target-lowered-134043540.html

A New Dawn
Hydrogen Energy Storage System (HESS)

KLP, established in 1949, is Norway's largest pension fund, and is owned by municipalities, companies and health enterprises with public-sector occupational …

Are there any Stationary Power sites using PLUG equipment ?

What Stationary Power applications make sense ?

Another MULAG ?

If you are still LONG PLUG ...(why?) ...

You are getting an expensive education in Alternative Energy and Comparative Economics.

I haven't been on that long,

He thinks that developing countries that have no infrastructure (which means no pot to piss in) will somehow build an enormous hydrogen infrastructure……out of…nothing….using money from….who knows?…

Lol

You should have listened and followed my lead ..... and SHORTED PLUG.

Hyroad Energy, Bosch Rexroth & GenH2 Launch First Zero-Loss Liquid Hydrogen Refueling Station in Dallas Texas
https://fuelcellsworks.com/2025/04/08/clean-energy/hyroad-energy-bosch-rexroth-and-genh2-launch-first-zero-loss-liquid-hydrogen-refueling-station-in-dallas-texas

I would have take cash.

Bragging Rights.

Hooray for you. What did that get you?

A few months ago I said, "Under $1.00 !!"


Now it's only a matter of time....

Viking claims hydrogen-powered cruise ship world first for Viking Libra
https://www.marinelog.com/passenger/cruiseships/viking-claims-hydrogen-powered-cruise-ship-world-first-for-viking-libra/

Aviation consortium celebrates first piloted hydrogen-powered flight
https://www.cjme.com/2025/04/08/aviation-consortium-celebrates-first-piloted-hydrogen-powered-flight/

You are correct :

"Plug Power price target lowered to 75c from $1 at Seaport Research

Seaport Research lowered the firm’s on PP to 75c from $1 and keeps a Sell rating on the shares. The firm believes the company remains “too broad and busy,” and seems set to generate negative cash flow from operations through 2026, the analyst tells investors."

Looks like this POS is going under a buck soon