Plug sai komean suositusnoston, tavoitehinta 78 USD. Päivän kurssireaktio on siis -3%. Outoa mutta kummallista.
Eteenpäin mennään…
Tämä ei ollut muuten nosto vaan uusinta. Sama tavoitehinta ollut jo viime vuoden tammikuusta asti.
edit: elokuusta asti.
https://www.investing.com/news/hc-wainwright-stick-to-their-buy-rating-for-plug-power-2582297
World first: inauguration of the world’s first pilot site for offshore green hydrogen production
On Thursday 22 September 2022, at Saint-Nazaire, Lhyfe will inaugurate its offshore green hydrogen production demonstrator, the world’s first pilot unit for offshore green hydrogen production, at SEM-REV, the leading European offshore multi-technology testing site off the coast of Le Croisic. The platform will have production capacity of 400 kg of green hydrogen per day, i.e total capacity of 1 MW.
In parallel, in June 2022, Lhyfe and Chantiers de l’Atlantique signed a memorandum of understanding for the development of hydrogen production platforms not only offshore but also in port areas. For these offshore projects, the two companies plan to develop hydrogen production solutions with capacity of at least 100 MW, which will be installed on existing fixed structures, or on either fixed or floating foundations.
By 2030-2035, offshore could therefore provide Lhyfe around 3 GW in additional installed capacity.
Conclusion of a collaboration and business development agreement with Plug and order for electrolyzers
Lhyfe signed a partnership agreement with Plug, a major player in green hydrogen, to continue their collaboration and jointly develop green hydrogen production units across Europe. This collaboration aims to co-develop by 2025 a total hydrogen production capacity of 300 MW (i.e. up to 120 tonnes of green hydrogen per day) across Europe, which will mainly serve on-road and off-road mobility applications.
The agreement is backed by a collaboration initiated in 2021 between the two companies, which has already resulted in the deployment by Lhyfe of the world’s first offshore hydrogen production unit, for which Plug provided its PEM electrolyser technology and which will be inaugurated on 22 September 2022, as well as in the order by Lhyfe of ten Plug Power electrolysers of 5 MW each. These electrolysers, with a total capacity of 50 MW (i.e. up to 20 tonnes per day), will enable Lhyfe to produce green hydrogen in several plants across Europe. This is the largest order for electrolysers ever placed by a French company.
Nord Stream putkien räjähdys pisti ne ikuisesti historiaan. Vety teollisuudella baana auki ja politittiset ratkaisut tulevat olemaan sille iso tuki.
Ja eikös taustalla Plug power- Gaussin-yhteistyö
… 
Our product includes a dispenser, storage and an electrolyzer to produce hydrogen within the same unit allowing customers to deploy fuel cells within their fleets. Utilizing only electrical and water input, Plug All-In-One is capable of refilling up to 20 forklifts from a single unit.
Along with BAE Systems’ Gen3 hardware, ENC’s EVO-FC will feature a 125kW hydrogen fuel cell from Plug Power. BAE Systems says that the ProGen 125kW fuel cell provides the best-in-class power density, fuel-based operational flexibility and range flexibility for hydrogen fuel cell buses.
“We’re excited to collaborate with BAE Systems and provide our 125kW hydrogen fuel cell for their integrated electric drive system,” said Jose Luis Crespo, General Manager Fuel Cell Applications/Global Accounts at Plug Power. “Our proven ProGen fuel cells deliver the benefits of green hydrogen with a highly reliable zero-emission solution. Plug is working with BAE Systems to bring our technology into sustainable transit bus fleets.”
HYVIA UNVEILS THE PRODUCTION VERSION OF MASTER VAN H2-TECH GOING ON THE ROAD, MADE IN FRANCE
– 2023 Bookings are now open on HYVIA new website hyvia.eu.
Ohjeistuspäivitys Plugilta
The company believes that its prior full year 2022 revenue guidance of $900-$925M could be 5% -10% lower for the year. The revenue impact reflects some larger projects potentially being completed in 2023 instead of 2022 due to timing and broader supply chain issues.
Pt:n lasku 32->28. Overweight painotus. Laskettu targettia markkinoiden mukana.
Tai sitten @Sijoittaja-alokas osti position 
Palaneen käry haisee tässä. Joku taisi tietää tulosvaroituksesta, koska tätä lappua poljettiin sen verran pahasti Nasseen verrattuna, ja ilman mitään uutisia.
Koko sektorilla ja ARKK:lla meni huonosti eilen, en oikein usko tähän teoriaan. Mutta en yllättynyt tästä tiedosta, makrotilanne aiheuttaa kaikille hittiä.
Allekirjoitan tämän täysin. Kaikki vetylaput on tullut lähiaikoina alas. Ja myöhästymisiä eri projekteissa on odotettavissa.
Taisi olla osin jo hinnoiteltuna sisään. Yllättävän mieto kurssireaktio (toistaiseksi), mutta hyviä treidauspaikkoja tarjoilee tänäänkin…
3D tehdas touria tarjolla. Kevyt katselu suositus.
https://3d.zuant.com/experience/plug-power/KJ66EE8SEe2i3O%2BCc7Lqpg/
LATHAM, N.Y., Oct. 19, 2022 (GLOBE NEWSWIRE) – Plug Power Inc. (NASDAQ:PLUG), a leading provider of turnkey hydrogen solutions for the global green hydrogen economy, and Olin Corporation (NYSE:OLN), a leading vertically integrated chlor alkali producer and marketer, announced today the launch of a joint venture to begin with the construction of a 15-ton-per-day hydrogen plant in St. Gabriel, Louisiana.
LATHAM, N.Y., Oct. 19, 2022 (GLOBE NEWSWIRE) – Plug Power Inc. (NASDAQ:PLUG), a leading provider of turnkey hydrogen solutions for the global green hydrogen economy, today announced an agreement with FreezPak Logistics, a leading third party food logistics company, to provide fuel cells and hydrogen storage and fueling infrastructure to nine additional sites and nearly 400 lift trucks.
Elikkäs Freezepak uusi pedestal.
Kurssi varmaan jatkaa tonttiin tulemistaan kun tällaisia uutisia tulee:
Edit:
Onpas jäätävä hyöty noista verykäyttöisistä trukeista vs akkutrukki. En yhtään ihmettelisi jos nämä trukkimarkkinat kasvaisi todella isoksikin toimialaksi.
As a Plug customer for eight years, FreezPak Logistics has witnessed firsthand the benefits of transitioning from lead-acid batteries to hydrogen fuel cells. The company reported seeing a productivity boost of 100% because fuel cells operate at full power throughout a shift, while batteries require frequent recharging.
“FreezPak continually strives for ways to be more efficient, sustainable and increase productivity,” Dave Saoud, FreezPak Logistics Co-Founder/CEO, said. “Given our long-term relationship with Plug, it makes sense to work together toward a common vision — progression and reducing carbon emissions.”
In addition to greenhouse gas reduction, FreezPak Logistics saw electricity bills drop by 31.5% and an increase in usable space by up to 5,000 square feet per location.
Edit2: Ja tämä uutinen taitaa kumota sen olettaman, että suora sähköistäminen tarkoittaisi automaattisesti matalampia operointikuluja vs vety?