Plug Power Inc (PLUG) Options

B_B - The LA Plant is Already priced in.

We might see a bump , but remember ....

EVERY PLUG RALLY FADES WITHIN DAYS !

Hidrogenii, a Plug and Olin Joint Venture, Commissions 15 Ton Per Day Hydrogen Liquefaction Plant in Louisiana
April 17, 2025
Hydrogen Capture Enhances Sustainability and Profitability of Olin’s St. Gabriel Facility

Plug US Hydrogen Capacity now at 40TPD

ST. GABRIEL, La., April 17, 2025 (GLOBE NEWSWIRE) -- Hidrogenii, the joint venture between Plug Power Inc. (NASDAQ: PLUG) and Olin Corporation (NYSE: OLN), today announced the commissioning of its 15 metric-ton-per-day (TPD) hydrogen liquefaction plant in St. Gabriel, Louisiana. Among the largest electrolytic hydrogen liquefaction facilities in North America, the site marks a major milestone in strengthening the regional hydrogen supply chain and accelerating the U.S. transition to low-carbon energy.

The newly commissioned facility will liquify hydrogen produced by Olin for trailer shipments across the U.S., serving Plug’s material handling customers and utilizing Plug’s novel spot pricing market. The plant is designed to liquefy up to 15 TPD of hydrogen at maximum capacity, increasing Plug’s total production capacity to 40 TPD.

“This Louisiana plant, a milestone in expanding our U.S. hydrogen network, bolsters our financial position by leveraging a dependable, cost-effective hydrogen source, reducing our reliance on third-party suppliers,” noted Plug CEO Andy Marsh.

Ken Lane, President and CEO of Olin, added, “This joint venture is consistent with Olin’s value-first approach to build on our existing leading positions through high-value adjacencies or bolt-ons that align with our capital allocation framework.”

Established in 2022, Hidrogenii was formed by Plug and Olin to build and operate this state-of-the-art liquid hydrogen facility in St. Gabriel, Louisiana. The plant plays a key role in Plug’s broader strategy to scale a national green hydrogen network, joining existing Plug production sites in Woodbine, Georgia (15 TPD), and Charleston, Tennessee (10 TPD).
https://www.ir.plugpower.com/press-releases/news-details/2025/Hidrogenii-a-Plug-and-Olin-Joint-VentureCommissions-15-Ton-Per-Day-Hydrogen-Liquefaction-Plant-in-Louisiana/default.aspx

Oh Happy Day.

https://finance.yahoo.com/news/hidrogenii-olin-plug-joint-venture-113000645.html

Will this administration help US hydrogen companies stay ahead of the competition or will it slow down US hydrogen innovation?

Bay Area company using hydrogen to power its data center
By John Ramos April 16, 2025
...
"What you see over here is a rack which has the capacity of 1.5 million GPUs in this area, right here," Bachar said.
That's equivalent to one and a half million high speed processors. He said the single 2-foot-wide rack was the most concentrated unit of computing power in the world.
...
But it also creates something else important to data centers, water. As a byproduct of the chemical reaction, the plant generates about 200 gallons of pure, distilled water a day which is fed back into the data center to keep the processors cool.
"It's a factory not only for energy and AI," he said. "It's actually a water factory, as well."
...
"We're the first ones in the world who are actually running a hydrogen-based data center 24/7 for stationary power," Bachar said. "That's the first in the world over there, so that's a major breakthrough."
...
https://www.cbsnews.com/sanfrancisco/news/mountain-view-hydrogen-based-data-center/

fuelcell2019 6:11 AM
https://stocktwits.com/fuelcell2019/message/611915508

looks like a whole lotta dilution to me...plug is looking for cash in the only place they can find it...up shareholders wazzoo...

the good news is, it cant continue much longer...should go up tomorrow as long as there is not much dilution...

Good Luck, Off Topic.

PLUG is even worse than I thought.

Running the Boston Marathon on Monday this is the least of my worries at this point. I just want to finish the race alive and under 5 hours would be great at this point. Been bang up this year. Have a Happy Easter!

.90 cents

What a shame

Piss poor management


Ec

UNDER $1.00 !

I Told you So.

You really want anyone to give you sympathy here then you are looking in the wrong place.

UNDER $1.00 !

I needed some quick cash to pay my Taxes today.

It sure does take a lot of PLUG DOG Shares at to cover Uncel Sam.

Good post but I don’t believe the stock is bullish now .

And how much of that have we actually received? That would be $0! The left got 45V passed with the pillars so that did not help us either. This company has failed with everything they have done. Even the forklift business loses money and that is our bread and butter.

What about the board? They stood there and watched us blow through billions on failed experiments instead of picking products that were guaranteed to be profitable. If we cannot make a product and sell it at a profit then are we really a business or a charity?

$PLUG Plug Power received a $1.66 billion loan guarantee from the U.S. Department of Energy's Loan Programs Office to help finance the construction of up to six hydrogen production facilities. This funding will support the development of projects to produce and liquify clean hydrogen, aiming to supply Plug Power's national customer base.
Here's a more detailed breakdown:
Purpose:
The loan guarantee will help Plug Power build facilities that will produce and liquify clean hydrogen.
Project Details:
The projects are expected to use American-made electrolyzers to produce hydrogen, according to the Department of Energy.
Impact:
This initiative is expected to generate jobs and reduce greenhouse gas emissions compared to conventional hydrogen production methods.
National Scope:
The clean hydrogen produced will be supplied to Plug Power's existing customer base, which includes companies in the material handling, transportation, and industrial sectors.
Timeline:
The loan guarantee was finalized in January 2025, with the projects expected to be operational by the end of 2028.
Location:
Plug Power's Graham, Texas plant, powered by a nearby wind farm, will be the first to benefit from the loan.

https://www.ir.plugpower.com/press-releases/news-details/2025/Plug-Closes-Loan-Guarantee-from-the-U.S.-Department-of-Energy/default.aspx

$PLUG Board of Directors https://www.ir.plugpower.com/governance-/board-of-directors/default.aspx

The Smartest Renewable Energy Stocks to Buy With $2,000 Right Now
https://finance.yahoo.com/news/smartest-renewable-energy-stocks-buy-120000448.html $PLUG $SMR $CLSK

HYDROGEN VEHICLES FAIL ...... AGAIN !

https://cleantechnica.com/2025/04/14/hydrogen-vs-battery-buses-a-european-transit-reality-check/amp/

wouldn’t trust anything it says

I thinkit. may be an AI generated report.

just one example rightat the start of the article:

In May 2025, HYVIA (France) launched the Renault Master Van H2-TECH, a green hydrogen-powered van designed to accelerate the decarbonization of mobility on the roads.

LOL

$PLUG 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

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