Plug Power Inc (PLUG) オプション

https://www.bing.com/videos/search?q=how+many+semis+has+tesla+delivered&view=detail&mid=ED3A8BE6D713462E155DED3A8BE6D713462E155D&FORM=VIRE

Tesla EV Semi

Why buy Plug when you can get the pieces for a dime on the dollar at this point. It can go up know I after all these years just sold. I will continue to watch this shite show, but don't see a good conclusion anymore. I just wish I would have listened to my inner self and the numerous signs I ignored. I'd sue, but what would be left to get. They really mislead all of us longs and sold us a bill of goods. Too bad Andy chose to mislead us and many of us, including me bought his pitch. If I live 100 years maybe I get back the 99% of what I lost in this mess.

The current conditions present the most favorable window for a potential acquisition of Plug Power. The valuation is deeply depressed, and management appears to be under significant pressure.
If there is an interested party targeting Plug Power, it must act before the shareholders' meeting and secure majority support, before Plug can approve an increase in authorized shares as a defense against the takeover.

I would vote yes to a buyout at 10

Not in the US
- UK
- Australia
- France
- Canada

The list continues to grow as more countries begin to do the math.

If green hydrogen has no future in the US, then Andy should set aside his legacy and sell the company to a foreign entity, one that can help green hydrogen thrive elsewhere and contribute to the global green energy transition.

“Dozens of Republicans in the House and Senate support an extended phase-out of the 45V tax credit.”

I think “dozens” is an exaggeration…but let’s say it is…that would mean 24 legislators want something and 461 don’t give a crap…

“I think Republican leaders will push for Medicaid cuts in exchange for the 45V extension.”

Republican “leaders” will push for something the vast majority don’t care about?…

Why?…why would they do that?…I see nothing to indicate the republican “leaders” give a crap either…

Dozens of Republicans in the House and Senate support an extended phase-out of the 45V tax credit. I think Republican leaders will push for Medicaid cuts in exchange for the 45V extension.

“Plug Power stands to benefit the most from the 45V tax credit in the coming years”

If hydrogen has no future, then what does it matter who can get tax breaks for making it?…

Maybe that is the reason we have held up, but is there enough jiuce to keep PLUG up? Will shorts just double down? I do wonder how much money has gone to lobbyist and politicians in an attempt to buy favor that has been wasted. People talk about NY coming back online, but if we have not been able to find a buyer or partner by now how realistic is that? We still have never received the loan money that was approved. Seems to me that at best we get Texas done and that is not a given and with the tax credits basically gone will we continue to lose more money in the US and just have a business outside the US? It just seems to me the road is narrowing and maybe coming to an eventual end.

Retail gone wild: Short squeeze nation returns, and the hedge fund street bleeds
Stephen Innes | 06/17/2025

There’s something feral moving beneath the surface of this market—call it memestock déjà vu, call it the second coming of the stimmy horde, but make no mistake: retail is back, and this time, it's not just poking the bear. It's gutting hedge fund shorts with surgical precision.
…
The data is jaw-dropping: nearly half of all market volume on Thursday came from penny stocks. Let that sink in. Institutions don’t touch these names. This is pure retail froth, and it’s starting to look more coordinated than chaotic. We’ve seen this movie before—except this time it’s not AMC and GME at center stage, it’s a rotating cast of tickers plucked from the graveyard and resurrected by hype, groupthink, and pre-market gap-ups.
…
Because here’s the thing: retail doesn’t need a reason. It needs a rhythm. And once it finds it, it dances on broken trades like a crowd-surfing banshee.
…
What we’re watching now is a sentiment regime shift—where retail isn’t just participating, it’s dictating the tempo.
…
This is no longer about valuation. It’s not even about narrative. It’s about flow. Pure, uncut flow. And right now, it’s retail’s world—we’re all just trading in it.
https://www.fxstreet.com/analysis/retail-gone-wild-short-squeeze-nation-returns-and-the-hedge-fund-street-bleeds-202506170148

Memestock Déjà Vu?
A small window of opportunity may have opened for Plug Power. With retail investors pouring into penny stocks last week, the company’s management could capitalize on the momentum by actively supporting the share price, through timely press releases and insider purchases.
A stronger stock price would give Plug Power the ability to raise additional capital from its remaining authorized shares, possibly without needing to increase the authorized share limit or a reverse stock split.
They should act decisively and continuously to maximize support for the stock price and keep the momentum alive.

Retail Goes On Historic Short Squeeze Spree, Sparking Hedge Fund Bloodbath
by Tyler Durden Tuesday, Jun 17, 2025
https://www.zerohedge.com/markets/retail-goes-historic-short-squeeze-spree-sparking-hedge-fund-bloodbath

Trump tax bill risks exodus of clean hydrogen investment
By Neil Ford June 17, 2025
...
Many projects "will not be able to meet the end of 2025 deadline” set out in the proposed tax bill, ...
"It takes four to six years to develop large infrastructure projects," Beck said "Having just a few months to make the required project changes, commence construction, and reach financial close is unrealistic in infrastructure timeframes.”

In one example, HIF Global requires until the end of 2027 to begin construction of a green hydrogen plant in Matagorda County, Texas, Beck said. The project will require $7 billion of investment and the company has already spent more than $200 million developing the plant, which would produce 1.4 million tons/year of e-methanol using hydrogen and captured CO2 to supply the automotive, shipping and aviation sectors.
...
The cost of green hydrogen will fall over time and this will allow developers to capture more market share, Sanjay Shrestha, President of green hydrogen developer Plug Power, told Reuters Events in April.
Plug Power operates the country’s largest proton exchange membrane electrolyzer in Georgia, featuring eight 5 MW units.
...
https://www.reuters.com/business/energy/trump-tax-bill-risks-exodus-clean-hydrogen-investment-2025-06-17/

Plug Power stands to benefit the most from the 45V tax credit in the coming years, regardless of which version of the legislation passes.
If the hydrogen production tax credit is set to phase out by the end of 2025, in line with the House version of the legislation, Plug Power will be one of the few companies still eligible for the 45V tax credit. The short phase-out timeline will make it nearly impossible for new hydrogen production projects to begin in time, thereby reducing competition for Plug Power.

With two projects already under construction in Texas and New York, it will likely be easy for Plug Power to secure a (financial) partner if necessary. Given the scarcity of other hydrogen projects that qualify for the 45V credit, these two projects could be particularly attractive to investors and companies. Plug Power could also choose to sell the projects, likely without incurring a loss and possibly even at a profit.

Republican-led House committee votes to confirm termination of 45V clean hydrogen tax credits
Polly Martin 14 May 2025
...
That means they will still be received by a handful of green hydrogen projects which are already operational and claiming the tax credits, including Plug Power’s 40MW facility in Woodbine, Georgia.
https://www.hydrogeninsight.com/policy/republican-led-house-committee-votes-to-confirm-termination-of-45v-clean-hydrogen-tax-credits/2-1-1819652

This is draft legislation and may still be subject to changes before enactment. I think, some Republican lawmakers may seek to extend the hydrogen credit phase-out period before the bill is brought to the floor next week.

Senate Finance loosens some IRA energy tax credit rollbacks
Daniel Moore 11 hours ago

Senate Republicans proposed giving nuclear and geothermal energy developers more time to claim IRA energy credits in draft text released Monday.
...
The hydrogen production tax credit would phase out by the end of 2025, matching the House version.
That marks a defeat for hydrogen supporters, which include oil and gas lobbyists who had pressed for a longer runway.
...
What's next: Finance Chair Mike Crapo is expected to brief senators tonight on the text and hash out final details this week.
The provisions of the Senate reconciliation package must clear the parliamentarian.
The bill would have to be brought to the floor next week for Republicans to meet their July 4 deadline.
https://www.axios.com/pro/energy-policy/2025/06/16/senate-finance-ira-credit-rollbacks

This Plug Power Insider Just Doubled Down - and Wants You to Notice. How Should You Trade PLUG Stock Now?

https://www.msn.com/en-us/money/markets/this-plug-power-insider-just-doubled-down-and-wants-you-to-notice-how-should-you-trade-plug-stock-now/ar-AA1GA91u?ocid=BingNewsSerp

Innovative company sparks buzz after opening futuristic new campus: 'A key step'

https://www.msn.com/en-us/news/technology/innovative-company-sparks-buzz-after-opening-futuristic-new-campus-a-key-step/ar-AA1GKTuD?ocid=BingNewsSerp

Another interesting article :

https://www.autoweek.com/news/a65047245/honda-fuel-cell-cr-v-at-pikes-peak/?source=nl&utm_source=nl_aut&utm_medium=email&date=061325&utm_campaign=nl01_061325_AUT40281408&oo=&user_email=8d9851e5841c4a32190c7121fcd246cc3028096c3eacd969882f09405d48ab5a&GID=8d9851e5841c4a32190c7121fcd246cc3028096c3eacd969882f09405d48ab5a&utm_term=TEST-%20NEW%20TEST%20-%20Sending%20List%20-%20AM%20180D%20Clicks%2C%20NON%20AM%2090D%20Opens%2C%20Both%20Subbed%20Last%2030D

Here is an interesting article ,:
https://cleantechnica.com/2025/06/11/frances-e520-ton-co%E2%82%82-problem-hydrogen-is-too-expensive-for-transport/

All organizations that stand to benefit if it passes…

Shocker…it’s like an initiative to eliminate the death penalty being signed by all inmates on death row…lol

The letter to Thune & Crapo and the list of undersigned organizations.

June 5, 2025
RE: Preserve the Section 45V Credit for Production of Clean Hydrogen
https://cleanh2.org/wp-content/uploads/Preserve-the-Section-45V-Credit-for-Production-of-Clean-Hydrogen-6-5-2025.pdf

Will Trump mention 'HYDROGEN' in a positive way soon?

"Trump will huddle with Senate Majority Leader John Thune and Finance Chair Mike Crapo (R-Idaho) at the White House this afternoon — the day before Senate Republican leaders want Crapo to release the bill text for the tax policy portion of the megabill."

By Lisa Kashinsky, Benjamin Guggenheim and Mia McCarthy 06/12/2025
https://www.politico.com/live-updates/2025/06/12/congress/republican-business-tax-cuts-trump-thune-crapo-megabill-00402398

Plug Power and Allied Green Expand Strategic Collaboration with New 2 GW Electrolyzer Deal in Uzbekistan

https://www.ir.plugpower.com/press-releases/news-details/2025/Plug-Power-and-Allied-Green-Expand-Strategic-Collaboration-with-New-2-GW-Electrolyzer-Deal-in-Uzbekistan/default.aspx

Plug Power and Allied Green Expand Strategic Collaboration with New 2 GW Electrolyzer Deal in Uzbekistan
07:30:00 AM ET, 06/09/2025 - GlobeNewswire

Plug Power and Allied Green Leadership attending International Investment Forum to Execute the Agreement

Allied Green Continues to Make Meaningful Progress in its Green Ammonia Plant in Australia with Plug to supply 3GW of Electrolyzer Capacity Bringing the total opportunity between partners to 5GW globally

SLINGERLANDS, N.Y., June 09, 2025 (GLOBE NEWSWIRE) -- Plug Power Inc. (NASDAQ: PLUG), a global leader in comprehensive hydrogen solutions, today announced a significant expansion of its partnership with Allied Green Ammonia (AGA), with a new 2 gigawatt (GW) electrolyzer opportunity tied to a sustainable fuels project in Uzbekistan. The deal will be executed during the Tashkent International Investment Forum, where Sanjay Shrestha, President of Plug, and Alfred Benedict, Managing Director of Allied Green, will be on site for the official signing.

Plug’s electrolyzer technology has been selected as the foundation of a new $5.5 billion green chemical production facility in Uzbekistan that will produce sustainable aviation fuel, green urea, and green diesel. The project is backed by the Government of Uzbekistan and further strengthens Plug’s position as the preferred electrolyzer provider for global-scale decarbonization

$PLUG : https://fuelcellsworks.com/2025/06/11/green-hydrogen/uzbekistan-to-launch-green-hydrogen-production-in-june-2025

"ok you believe that for sure, shouldnt you sell and move on by now?"

sell what?...i dont own any shares....havent for a very long time...but plug, like fcel, does make for decent trading...they tend to pop every now and then...and i intend to stick around until July 3rd and may take a short position just before that...depends on what happens from now till then...

" I know I will if it happens but u seem to think its a done deal"

yea...thats my opinion until i see something that tells me different...there are opportunities to make money when company's make good decisions and when they make bad decisions...you just need to weigh the pros and cons and the risk...

ok you believe that for sure, shouldnt you sell and move on by now? I know I will if it happens but u seem to think its a done deal

current actions show that they really do want a reverse split...they are holding a shareholders meeting and making it so that they get the votes to do it...they also want an increase in authorized shares...

imo, they clearly want a r/s and will dilute right after...

the stock being at a buck or two doesnt solve any of their problems...of which there are still many...none of which are solved by an insider buying shares...

supposedly the insider buying shares potends something wonderful going on for plug that no one can yet see....if that were true, they would not have called for a SH meet to vote for r/s...if it were true, they would cancel the meeting...they have not...

the insider buy stopped a letter of non compliance from the SEC and popped the pps a bit...thats what they wanted...

it looks to me like PLUG is anticipating and preparing for a future with no 45v, no $1.6 bil loan from the DOE, no grants, no hydrogen hubs, no money pouring down from the Fed Gov etc etc...thats why they want to r/s...bring the pps up to $25 per share, lower the outstanding shares to something manageable and then dilute to build up cash reserves....and then continue to move forward making stupid decisions...

Devon Hyver, Executive MBADevon Hyver, Executive MBA
12h •

Let's go! Thanks to Cleanergy Solutions Namibia for this amazing project in Namibia and great video!

✅ Plug Power delivering another 5MW PEM electrolyzer producing green hydrogen @40barg to optimize our customers solution.
https://www.linkedin.com/in/devon-hyver-executive-mba-a6022289/?originalSubdomain=fr

EXACTLY PLUG

What really matters is current action shows they don’t really want reverse split and want to stay compliant with NAZ. Let’s hope both concepts endure.

Steve - It's not just the shorts.

Do you like the Hype ?

Longs are certainly adding to the froth as well. How many times have I said, "I love froth." ?

There was so little juice left in this stock for shorts , it's nice to have this refresh. Now, if we can have a 20 for 1 Reverse Split, this will be Christmas in June.

No need to anything rash until the Proxy and AGM (still some curious timing), so I'll be using this hiatus to prepare for what the AGM brings with Options.

from May 15?...lol...he later posted that he sold out at .085...then on June 3rd he posted that the pps was going to .50...

he said to look back at his posts and thats what i did...and thats whats there...

More so this one.....post# 60400. At least that's the one that got me back on PLUG. Around that time it was between .70 and .80 I believe.

Yes you did....good eye on this! Believe it's up between 60-70% since a few weeks back. Thank you Spuds.

You mean this one?…

“Spuds McKenz66
Re: scubastevemd post# 60650
Tuesday, 06/03/2025 7:46:50 PM
50 cent coming after split then buy”

I told everyone PLUG POWER HOUSE look back @ my posts 2 weeks ago roughly

This is a new Walmart distribution center.

Walmart constructing new 700K sq. ft. distribution center in Pilesgrove by 2027 -July 12, 2024
https://www.roi-nj.com/2024/07/12/industry/retail/walmart-constructing-new-700k-sq-ft-distribution-center-in-pilesgrove-by-2027-will-bring-400-jobs/

Plug Power's Georgia plant is the largest green hydrogen plant in the US!

Senate Decision Could Affect Billions in Hydrogen Deals
A liquid green hydrogen plant in Woodbine, Ga. (Agnes Lopez/Bloomberg)

Senate Decision Could Affect Billions in Hydrogen Deals
June 10, 2025

The Senate is considering a plan to save a lucrative tax credit for hydrogen production that would be scrapped under the tax-and-spending bill passed by the House, key Republicans said.

“That’s on the table,” said Sen. John Cornyn, a Texas Republican who serves on the Senate’s tax writing committee and has hydrogen projects that would benefit from the incentive in his home state.
...
Sen. Shelley Moore Capito, chair of the Senate’s environmental committee who has a hydrogen project in the works in her home state of West Virginia, said extending the time projects have to qualify for the incentive is being discussed.

“We have to make it reasonable so we can get our hubs under construction,” Capito said in an interview.

The discussions to save the credit come amid a lobbying effort being led by groups that include the American Petroleum Institute and the Chamber of Commerce who are asking Senate leaders to retain the credit for projects that begin construction by at least the end of 2029.

“Anything less puts billions in committed investments — and tens of thousands of jobs — at risk,” the groups said in a letter last week that also was signed by hydrogen producers including Plug Power Inc. and Cummins Inc.
https://www.ttnews.com/articles/senate-hydrogen-decision

US and China Agree Plan to Restore Trade Truce
Bloomberg Daniel Flatley and Annmarie Hordern Wed, June 11, 2025

The US and China capped two days of high-stakes trade talks with a plan to revive the flow of sensitive goods — a framework now awaiting the blessing of Donald Trump and Xi Jinping.

After some 20 hours of negotiations in London, US Commerce Secretary Howard Lutnick said both sides had established a framework for implementing the Geneva consensus that last month brought down tariffs. “First we had to get sort of the negativity out,” he said. “Now we can go forward to try to do positive trade, growing trade.”
...
https://finance.yahoo.com/news/us-china-officials-agree-plan-234548148.html

Plug's Short Interest Falls Nearly 4%. Hits 2025 Low!

A Hydrogen Bus at LeMans ... Brilliant Product Placement.

I remember Plug's logo on Renault's F-1. What ever happened to the Hyvia JV ?

And the World's most expensive Sauna ! These Sauna's will sell like GSE's and Hyvias.

oh geez...there it is...

how embarrassing for toyota...next thing you know, they will be promoting a bus at the race track...

Locked and loaded.

https://fuelcellsworks.com/2025/06/10/fuel-cells/toyota-gazoo-racing-highlights-hydrogen-fuel-cell-innovations-at-le-mans-24-hours

https://carbuzz.com/toyota-takes-hydrogen-combustion-somewhere-we-never-expected-the-sauna/

Just the other day Toyota was swearing they were going all out on hydrogen…gonna build some huge hydrogen something or other…lmao…

So I guess toyt won’t be calling on fcel to do another POLB bs facility?…smh

Might be why fcel decided to stop doing research on all that fancy horseshit they wasted tons of money on….