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Aandeel Plug Power OTC:PLUG.Q, US72919P2020

  • 2,700 16 apr 2024 22:00
  • -0,150 (-5,26%) Dagrange 2,680 - 2,800
  • 23.975.404 Gem. (3M) 43,2M

Forum Plug Power Inc geopend

4.434 Posts
Pagina: «« 1 ... 53 54 55 56 57 ... 222 »» | Laatste | Omlaag ↓
  1. XTrail 22 januari 2021 17:26
    quote:

    TheBiG schreef op 22 januari 2021 08:59:

    De CEO heeft zijn bonus voor dit jaar binnen :-)

    Plug Power Inc. (NASDAQ:PLUG) CEO Andrew Marsh sold 573,268 shares of the company’s stock in a transaction dated Tuesday, January 19th. The stock was sold at an average price of $65.82, for a total transaction of $37,732,499.76. Following the completion of the sale, the chief executive officer now directly owns 855,280 shares of the company’s stock, valued at approximately $56,294,529.60. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website.
    CEO Andrew Marsh acquired about 573,000 shares from exercising options, then sold them the same day in the open market

    Details of Marsh’s trades on Jan. 19:

    Buys 106,600 shares at $6.1000
    Buys 466,668 shares at $2.1400
    Sells 13,482 shares at $62.6504
    Sells 49,918 shares at $63.9660
    Sells 156,051 shares at $64.8196
    Sells 114,120 shares at $65.6612
    Sells 132,753 shares at $66.5801
    Sells 101,766 shares at $67.7270
    Sells 5,178 shares at $68.3109

    www.marketwatch.com/story/plug-power-...
  2. [verwijderd] 22 januari 2021 17:39
    www.plugpower.com/hydrogen-is-the-new...

    "As hydrogen technology begins to make inroads on an increasing number of electric vehicle and stationary power markets, the question is being asked, “Is hydrogen the new diesel?” Let’s take a look at this from a few different angles and see if we can better understand the question and come to an answer."
  3. forum rang 10 DeZwarteRidder 22 januari 2021 17:52
    quote:

    XTrail schreef op 22 januari 2021 17:26:

    [...]CEO Andrew Marsh acquired about 573,000 shares from exercising options, then sold them the same day in the open market

    Details of Marsh’s trades on Jan. 19:

    Buys 106,600 shares at $6.1000
    Buys 466,668 shares at $2.1400
    Sells 13,482 shares at $62.6504
    Sells 49,918 shares at $63.9660
    Sells 156,051 shares at $64.8196
    Sells 114,120 shares at $65.6612
    Sells 132,753 shares at $66.5801
    Sells 101,766 shares at $67.7270
    Sells 5,178 shares at $68.3109

    www.marketwatch.com/story/plug-power-...
    Dit is een slimme man, die zo snel mogelijk z'n aandelen dumpt, want hij vertrouwt Plug voor een geen cent.
  4. Belegger 86 22 januari 2021 18:35
    quote:

    XTrail schreef op 22 januari 2021 17:26:

    [...]

    CEO Andrew Marsh acquired about 573,000 shares from exercising options, then sold them the same day in the open market

    Details of Marsh’s trades on Jan. 19:

    Buys 106,600 shares at $6.1000
    Buys 466,668 shares at $2.1400
    Sells 13,482 shares at $62.6504
    Sells 49,918 shares at $63.9660
    Sells 156,051 shares at $64.8196
    Sells 114,120 shares at $65.6612
    Sells 132,753 shares at $66.5801
    Sells 101,766 shares at $67.7270
    Sells 5,178 shares at $68.3109

    www.marketwatch.com/story/plug-power-...
    Hier spreekt weinig vertrouwen uit.
  5. Underdog 22 januari 2021 20:30
    quote:

    DeZwarteRidder schreef op 22 januari 2021 17:52:

    [...]

    Dit is een slimme man, die zo snel mogelijk z'n aandelen dumpt, want hij vertrouwt Plug voor een geen cent.
    De verkoop is onderdeel van de man zijn opgestelde aandelenverkoopplan. Het is normaal dat executives geregeld en lang vooraf afgesproken hun opties verkopen. Stop dus met je ongefundeerde bangmakerij.

    Lees liever dit superbullish H2 artikel. Ja bij reuters, dus geen snotneuzen.

    www.google.com/amp/s/mobile.reuters.c...
  6. forum rang 10 DeZwarteRidder 22 januari 2021 21:07
    quote:

    Underdog schreef op 22 januari 2021 20:30:

    [...]
    De verkoop is onderdeel van de man zijn opgestelde aandelenverkoopplan. Het is normaal dat executives geregeld en lang vooraf afgesproken hun opties verkopen. Stop dus met je ongefundeerde bangmakerij.
    Lees liever dit superbullish H2 artikel. Ja bij reuters, dus geen snotneuzen.
    www.google.com/amp/s/mobile.reuters.c...
    Geloof jij die onzin.......???
  7. [verwijderd] 23 januari 2021 00:02
    Dat betekent niks he ... Als iedere keer dat een CEO of personeelslid aandelen verkoopt er moet gedacht worden dat het weldra gedaan is met dat bedrijf ... Komt inderdaad over als bangmakerij hoor. Ik probeer me een beeld te vormen van de waterstofindustrie en van wat dan kan zijn of worden. Als er nog mensen interessante tips hebben daarrond: graag. Fijn weekend aan iedereen, dit was weer een goede dag voor Plug Power (en voor Gevo en voor Nio) :-).
  8. [verwijderd] 23 januari 2021 00:05
    Boeing Commits To Certifying Jets for Pure SAF Power by 2030

    Boeing on Friday promised to ensure all its commercial airplanes can fly on and gain certification to use 100 percent sustainable aviation fuels by 2030, establishing a benchmark for its own environmental bona fides following a pledge by Airbus to develop a hydrogen-powered narrowbody by 2035. Boeing has already conducted flight tests replacing jet fuel with 100 percent SAF and has committed to working with regulators to raise the blended limit for expanded use.
    According to the Air Transport Action Group, the U.S. Department of Energy, and several other scientific studies, sustainable aviation fuels reduce CO2 emissions by up to 80 percent over the fuel's life cycle and carry the potential to reach 100 percent in the future. Today’s standard allows for no more than a 50-50 blend of conventional jet fuel and SAF. Boeing said aviation's commitment to reducing carbon emissions by 50 percent from 2005 levels by 2050 will require that airplanes fly on 100 percent SAF “well before” then.

    "Our industry and customers are committed to addressing climate change, and sustainable aviation fuels are the safest and most measurable solution to reduce aviation carbon emissions in the coming decades," said Boeing Commercial Airplanes CEO Stan Deal. "We're committed to working with regulators, engine companies, and other key stakeholders to ensure our airplanes and eventually our industry can fly entirely on sustainable jet fuels."

    Boeing points to its partnerships with airlines, industry, governments, and research institutions to expand limited SAF supplies and reduce the fuels' cost as evidence of its environmental credentials. The airframer worked with airlines, engine manufacturers, and others to conduct biofuel test flights starting in 2008 and gain approval for sustainable fuels in 2011. In 2018, the Boeing ecoDemonstrator flight-test program made the world's first commercial airplane flight using 100 percent sustainable fuels with a 777 Freighter in collaboration with FedEx Express.

    www.ainonline.com/aviation-news/air-t...
  9. forum rang 10 DeZwarteRidder 23 januari 2021 13:38
    Conclusion:

    Electrovaya's new deal with Raymond may be one of the most important in forklift history. First it may answer the question of what will be the next standard power source for forklifts? This deal and Raymond's behavior indicates Lithium will be the winner. The biggest forklift company, Raymond, appears to have decided that Lithium which today has tiny penetration (3%) of this huge market is where the future is and has strongly jumped on board. Raymond has not OEM private labeled Plug Power's hydrogen fuel cells, it has OEM private labeled Electrovaya's Lithium batteries.
    Another indication that Lithium will win and hydrogen fuel cells lose is that much bigger Plug Power has $79 million negative EBITDA on $307 million in sales.

    However with Electrovaya in the last two Qs it has positive EBITDA with just $4.8 then $6.9 million of revenue and projects much higher revenue in 2021. As a person that has run businesses this indicates to the author that it is possible that fuel cells can never compete with Lithium except in special circumstances (5 minute refuels). That is because Plug Power with about 15 times more scale and slower growth and has dismal negative EBITDA.

    The next big question is who will be the big winner and number one Lithium forklift battery company? There are competitors. Flux Power Holdings Inc. (OTC:FLUX) is Lithium forklift batteries too. In trailing 12 month revenue it has $19.4 million about 35% more than Electrovaya. However it has negative EBITDA of $12.5 million and gross margins of just 15%, whereas Electrovaya has 33.4% gross margins and has achieved positive EBITDA in the last two Qs. So Electrovaya is inherently much more profitable that than Flux Power. Flux Power does have UL certification. Looking at their website see no mention of ceramic separators or other standout technologies which Electrovaya does have. I see no mention patents for Flux Power whereas Electrovaya has over 100 patents. Flux Power does say "Private label with a top five global OEM" and mentions only one other Lithium Forklift company has UL listing and an OEM private label, which has to be Electrovaya. They also say Lithium has just a 3% penetration of the market now. So it would seem between these two companies that Electrovaya has all the advantages. And that OEM company Flux Power mentioned as a top five, more likely is the 5th biggest, not 2nd biggest with maybe 25% as high of sales as Raymond.

    So with this new deal who do you think will win? This is where it gets a little mind boggling. Stepping through this it appears Lithium is the most likely next standard and Electrovaya the dominate supplier. If you think differently please comment.

    If Electrovaya is the winner as now appears to be the most likely candidate, then they would far exceed the above calculations of just 10% of new forklifts only from Raymond high use sales and with no conversions. That would give Electrovaya $280 million in sales and based on Plug Power's valuation an $8.7 billion market cap or 55 times higher than now at $69 a share. However many billions of annual sales would happen if Electrovaya is the winner as is possible. Is Electrovaya really worth $8.7 billion for a private takeover with $280 million in sales? Not to me. But would pay that in a millisecond if the alternative was to pay $29 billion for Plug Power today.

    Although valuations are insane for Plug Power in the author's opinion,

    that does not mean Electrovaya will get an even higher valuation at the same sales rate being that Electrovaya will be highly profitable at that sales rate and much more likely to be the big winner for the future of forklift power. None of this may happen, however in 2020 just about everything has gone right for Electrovaya. What stands out to the author is that this potential even exists. Can not think of another company that has the potential to over 100 bag.
  10. [verwijderd] 23 januari 2021 13:49
    quote:

    nine_inch_nerd schreef op 23 januari 2021 09:54:

    ^
    De link met PP?
    Dat Boeing verhaal lijkt me eerder te linken met GEVO (biofuel weet je wel) dan met Plug Power, maar past hier ook wel om aan te tonen dat de “groene hype” zich in meerdere sectoren zal doorzetten. Nu hebben we een forse opstoot vnl. onder invloed van de machtswissel in Amerika (Biden), al zal het moeten blijken de komende maanden en jaren hoe de wereld er werkelijk tegenaan kijkt en of die “groene ideeën” realistisch genoeg blijken.

    Zelf heb ik voorzichtig geinvesteerd in aandelen als GEVO en Gaussin en heb ik daar mooie winsten voorlopig, maar ik besef evenzeer da de hype kan omslaan en aandelen als GEVO, Plug en noem maar op gerust kunnen halveren op enkele dagen tijd als het sentiment omslaat. Wat stijgt rap, daalt rap, onthou ook deze best.
  11. Sem636 23 januari 2021 14:18
    quote:

    Jefke Patat schreef op 23 januari 2021 13:49:

    [...]

    Dat Boeing verhaal lijkt me eerder te linken met GEVO (biofuel weet je wel) dan met Plug Power, maar past hier ook wel om aan te tonen dat de “groene hype” zich in meerdere sectoren zal doorzetten. Nu hebben we een forse opstoot vnl. onder invloed van de machtswissel in Amerika (Biden), al zal het moeten blijken de komende maanden en jaren hoe de wereld er werkelijk tegenaan kijkt en of die “groene ideeën” realistisch genoeg blijken.

    Zelf heb ik voorzichtig geinvesteerd in aandelen als GEVO en Gaussin en heb ik daar mooie winsten voorlopig, maar ik besef evenzeer da de hype kan omslaan en aandelen als GEVO, Plug en noem maar op gerust kunnen halveren op enkele dagen tijd als het sentiment omslaat. Wat stijgt rap, daalt rap, onthou ook deze best.
    Net zoals "Buy the rumor, sell the news".
    Denk alleen dat deze "hype" niet zo snel weer zal omslaan en dat prijzen weer zullen halveren
    of nog verder weg zouden zakken.

    Z'n "klap" als vorig jaar maart zullen we niet snel weer mee maken.
    Mocht zoiets weer gebeuren zal de kleinere belegger zijn geld eruit halen maar de "grote jongens"
    weten nu wat er gebeurt en dat de markt weer zal opveren, deze zullen dus alleen maar bijkopen.
    Nou wil ik mijzelf niet tot de "grote jongens" rekenen maar zal ik ook zeker bijkopen op dat soort momenten.
4.434 Posts
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