Plug Power ($PLUG)

Mikähän tän laskun selittää. Ihan karmeeta katseltavaa

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Näinkin, mutta edelleen noin 100 % yli viime lokakuun hintojen.

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Vuoden 2019 alkupuolella hinta ollut euron paikkeilla jossain kohdin ja sen lisäksi Vernerinkin sanat pohdituttavat. Omistan itsekin Plugia, olen myynyt sen verran pois, että olen saanut omani takaisin, mutta kyllähän tämä on tragikoomista katsottavaa.

Toisaalta se puhuu aika paljon Plugin puolesta, että ketkä sitä ovat hommanneet. :thinking:

Perustenee siihen mikä on kyky tehdä tällä hetkellä tulosta tai oikeastaan tappiota, eikä vain positiivisiin uutisiin joilla ei ole ainakaan vielä mitään konkreatiaa.
Eihän tätä ole osakkeenomistajana kiva katsoa, mutta olisi varmaan pitänyt katsoa peiliin vähän aikasemmin ja kuunnella mitä on useammasta lähteesta tässä alkuvuodesta on toitotettu. Onneksi itse myin korkealla hinnalla 40% Plugista pois suh oikeaan aikaan.
Nyt sitten istutaan ja odotetaan, kestääkö se kuukausia vai kaksi vuotta tai pitempään, sitä kukaan ei tiedä. Yli 70USD kursiit ovat kaukana tulevaisuudessa ilman positiivista kvartaali tulosta. Potentiaalia on, mutta sitä on niin monessa muussakin osakkessa. Toivotaan parasta.

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Tänään kannattaisi kuulemma ostaa kaksin käsin ja pää märkänä.

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Sinänsä plugia koskeva osio on vanhaa uutista, mutta täällä avattu vähän enempi SK:n investointisuunnitelmia, joka koskee myös toki Plugia:

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Plug ei todellakaan ole mikään keltanokka vetyhommassa, Plugilla ja Hondalla ollut kodin vetyvarastoon perustuva varavoimala tyyliin Tesla PowerWall tarjolla jo vuonna 2003. Taisi olla aikaansa edellä :slight_smile:

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https://www.bizjournals.com/albany/news/2021/03/08/plug-power-wants-to-put-fuel-cells-in-small-planes.html

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Ymmärränkö tämän oikein, että Grove Energy Capital on hankkinut 9,6% osuuden Plugin osakekannasta?

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Vaikuttaisi olevan SK:n diili. PLUG POWER INC : Entry into a Material Definitive Agreement, Unregistered Sale of Equity Securities, Regulation FD Disclosure, Financial Statements and Exhibits (form 8-K) | MarketScreener

Tää taiskin jo energiaketjussa olla, mutta laitetaas koko juttu:

A fast-growing U.S. maker of hydrogen fuel cells has signed a deal to produce green hydrogen by using hydroelectricity from Brookfield Renewable Partners LP’s Holtwood power plant in Pennsylvania, as the industry touts the dawn of an energy revolution.

Plug Power Inc. , based in upper New York State, has ambitious plans over the next eight years to build and install electrolyzers, which generate green hydrogen by using renewable electricity. Through a process known as water electrolysis, hydrogen is captured as fuel after being split from oxygen.

Many environmentalists view green hydrogen as a holy grail for the world’s energy transition over the long term for use in transportation and industrial heating, especially as a wide array of countries strive to achieve net-zero carbon emissions by 2050.

Plug’s expertise is in making hydrogen fuel cells, but the Latham, N.Y.-based company plans to diversify by building an extensive U.S. network of green hydrogen production sites. In a bid to turn its dreams into reality, Plug has formed partnerships with Brookfield and other suppliers of renewable electricity.

For Plug and Brookfield, the agreement at Holtwood signals a leap forward for green hydrogen. Skeptics, however, question whether the clean energy industry’s excitement is more hype than substance.

Green hydrogen is the cleanest version of hydrogen, but it currently has high costs for production.

There are only a handful of green hydrogen projects operating today in North America, but proponents of electrolyzers say the future looks bright for the hoped-for global transformation to low- or zero-carbon energy sources.

“The interest in electrolyzers has just gone up significantly in the last year,” said Amy Adams, vice-president of fuel and hydrogen technologies at Cummins Inc.

Cummins, an Indiana-based manufacturer of truck engines that use diesel or natural gas, diversified into electrolyzers in 2019 with the acquisition of Mississauga-based Hydrogenics Corp.

A green hydrogen project led by Cummins in Bécancour, Que., recently opened and has been producing more than eight tonnes a day, using power from Hydro-Québec. Cummins owns 81 per cent of the venture, while Air Liquide SA has a 19-per-cent stake.

“It’s not just ambitions because we could really see the market developing very quickly,” said Ms. Adams, who is based in Mississauga.

Hydrogen is stored in a large liquid tank and then transported in liquid form using cryogenic trailers. After being moved to the point of use, it is vaporized into a gaseous state.

Locating electrolyzers near sources of renewable electricity is important to increase reliability of the power supply and minimize or even avoid the cost of new transmission lines.

The Plug and Brookfield Renewable venture in Pennsylvania is forecast to produce early 10 tonnes of green hydrogen a day.

“We have a facility called Holtwood hydro that produces a significant amount of renewable power,” Brookfield Renewable chief executive officer Connor Teskey said. “Plug Power is going to build their new electrolyzer – their new hydrogen facility – right near our hydro dam.”

Toronto-based investment giant Brookfield Asset Management Inc. owns 48 per cent of Brookfield Renewable, which has partnership units and related shares that trade on the Toronto and New York stock exchanges.

Hydrogen is seen as an ideal replacement for diesel or natural gas. “When hydrogen is burned, it releases energy, but it doesn’t release any carbon,” Mr. Teskey said.

He is optimistic that today’s high costs will be significantly reduced within a decade.

“It’s still very, very much in its nascent stage. We do think over time as the industry ramps up, economies of scale will prevail and green hydrogen will become cost effective,” Mr. Teskey said.

Other suppliers of renewable electricity include Apex Clean Energy Inc., which has lined up wind power for Plug in Texas. A site in western New York also has been identified, with the state signed up to provide hydroelectricity to Plug.

Plug chief strategy officer Sanjay Shrestha said there will be a variety of facilities opening over the next several years as the company rolls out its green hydrogen network. The goal is to produce 45 tonnes a day by the end of 2022 and ramp up to 450 tonnes a day by 2025, focusing first on the United States. If all goes well, Plug’s aim is to get to 900 tonnes a day globally by 2028.

“We’re looking at a lot of sites,” Mr. Shrestha said. “One of the ways to get to as close to zero carbon as you can is really by thinking about green hydrogen.”

Through a process called steam-methane reforming, natural gas is already being used in the energy industry to make grey hydrogen, which emits carbon dioxide during production.

Another version, blue hydrogen, is also produced from natural gas, but the process captures and stores carbon dioxide.

Mr. Shrestha says he believes the green hydrogen economy will emerge in the not-too-distant future, with renewable power costs dropping around the world. “To decarbonize the electric grid, we’re going to need to add a lot of renewables,” he said.

As well, he forecast that hydrogen will be fuelling a vastly higher number of buses and long-haul transport trucks in the years ahead.

Plug acquired electrolyzer maker Giner ELX Inc. last year and it bought United Hydrogen Group Inc., a producer and distributor of hydrogen.

Hydrogen fuel cells in vehicles create electricity without emitting carbon dioxide, providing a cleaner alternative to energy generated by fossil fuels.

Skeptics are unimpressed by fuel cells and green hydrogen. “It’s all just a pipe dream, because ‘green’ hydrogen is too expensive and too inefficient to produce, store, transport and burn,” argues New York-based Kerrisdale Capital Management LLC, a short seller (an investor that bets against companies and their stock price).

In a report in January, Kerrisdale said Plug and other boosters of the hydrogen economy are deluded. Plans for widespread use of electrolyzers “are far from reality as they’ve ever been,” the report said.

Mark Kirby, CEO of the Canadian Hydrogen and Fuel Cell Association, said the fate of green hydrogen hinges on the renewable power industry’s ability to reduce costs.

Bearing in mind the long time horizon for green hydrogen to become common worldwide, Mr. Kirby said it’s important for governments to also recognize the role other types of hydrogen will be able to play in decarbonization.

Quebec, for instance, has abundant hydroelectricity and is positioned to nurture production of green hydrogen. By contrast, Alberta will seek to tap its natural gas reserves and carbon-capture technology to produce blue hydrogen.

“We need as much clean hydrogen as we possibly can get. It will be produced by many pathways. It won’t be just by one,” Mr. Kirby said.

Brookfield’s Holtwood hydro site in Pennsylvania is in the running to be the first to power electrolyzers in Plug’s green hydrogen network when its facility opens in late 2022, although rivals such as the Plug and Apex wind partnership in Texas are also in the hunt for bragging rights to be first.

Mr. Shrestha is committed to strengthening the company’s fuel cell production while also diversifying into green hydrogen.

“We want to build the network of green hydrogen generation facilities in the U.S.,” he said. “It’s real because as we keep on decarbonizing the electric grid and as prices for renewable power keep going down, the cost of green hydrogen would continue to go down.”

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Varmaa osa syy tän päivän rallatteluun tai sitte vaan paluu ns oikeaan hintaan…

Edit: En ole aivan varma mitä tää plugin tapauksessa merkkaa mut tuskin mitää huonoo

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https://www.rochesterfirst.com/why-roc/plug-powers-massive-investment-to-create-new-jobs-in-genesee-county/

Taitaa toimia vain USA:laisille joten kopio alla. Eikös tuo $0.035 per kWh ole aika halpaa? :slight_smile:

ROCHESTER, N.Y. (WROC) — The energy innovation company Plug Power is making a $290 million investment at STAMP in Genesee County which will employ about 70 people across the 30-acre site.

Brenor Brophy, Vice President of Project Development for Plug Power, and Steve Hyde, the President & CEO for the Genesee County Economic Development Center, discussed the massive project Thursday during our Greater Rochester Enterprise Why ROC conversation.

“We are building North America’s largest green hydrogen plant in Genesee County,” Brophy said. “It’s part of the first large plant in a national network that will serve our customers in material logistics, material handling, and ultimately in heavy-duty freight transportation. It’s going to be about 70 employees on a 30-acre site. We’re going to use clean hydropower to split water into hydrogen and oxygen. Then we chill that hydrogen down to a liquid that makes it easy to transport. We’ll then transport it by truck to all of our customers in the Northeast region.”

Brophy said today most hydrogen is made from fossil fuel. The new facility will be the first commercial scale plant in the U.S. making hydrogen purely from renewable energy with zero waste and zero emissions.

STAMP stands for the Science, Technology, and Advanced Manufacturing Park. Hyde said it offers Plug Power tremendous advantages. “What makes STAMP unique is that we have a 1,250-acre mega-site where companies can access 100 percent renewable electricity that’s highly reliable and priced at under 3.5 cents a kilowatt-hour with our region’s plentiful hydropower supplies. And that’s really enabled through the strategic partnership that we have with the New York Power Authority.”

In terms of what the investment means for jobs in the Greater Rochester region, Hyde did not hide his enthusiasm. “This is nothing short of incredible and this is just their first phase commitment. They’re making a combined investment of $290 million at STAMP of which they have generously agreed to help us fund the major substation that will supply power not only to their project as it grows but also to the rest of the clients that will ultimately locate at STAMP. They’ve committed about 70 high-paying jobs in this first round and there will be well over 100 jobs as they fully build out over the years. They’ve been absolutely special to have here – and not only their big investment in Henrietta but also here at STAMP as well. They’re highly complementary.”

Plug Power will now have two major facilities in the region. Brophy said the company has been won over by the local resources. “So for our STAMP site, it really was the exceptional access to significant amounts of low-cost clean energy. And then we’ve already announced our Innovation Center in Henrietta which is 375 jobs in manufacturing for our fuel cells and electrolyzer technology – so that’s really attracted by the capable labor pool here. It’s a high-tech center and a lot of the equipment that we manufacture in Henrietta is actually going to end up installed at the STAMP site making hydrogen.”

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Ihan on hyvään hintaan. alla painotettu maailmanlaajuinen hintakehitys vesivoimalle.

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Plug on tilannut cell impactilta 42milj sek arvosta roinaa :slight_smile:

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Onko joku tutustunut tuohon tarkemmin mitä se merkitsee käytännössä?

Eiköhän tutustumiseksi riitä, että käyt katsomassa kyseisen ambulanssinjahtaajan kotisivuja https://www.bgandg.com/ ?

Tarpeeksi monta kertaa kun heittää tikkaa, niin ehkä se joskus osuu.

No just joo, olisi pitänyt arvata :grin:

Plug ilmoitti 10k formin myöhästymisestä ja veti koko Nasdaqin massiiviseen rotaatioon, siitä tämä haaste :wink:

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