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Aandeel Plug Power OTC:PLUG.Q, US72919P2020

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Forum Plug Power Inc geopend

4.624 Posts
Pagina: «« 1 ... 192 193 194 195 196 ... 232 »» | Laatste | Omlaag ↓
  1. Cyrus de Grote 22 mei 2023 22:36
    quote:

    DeZwarteRidder schreef op 22 mei 2023 13:50:

    [...]
    Hoera...!!!
    Nog meer verliezen....!!
    Nee hoor; die 5 MW electrolyzers verkopen is positieve business. Het hoofdprobleem bij Plug Power is de aanvoer van waterstof bij hun Application business. Electrolyzers verkopen is winstgevende business.

    Reminder, de weg naar naar break-even Operating Income is het behalen van de $140M Gross Margin in 2023, daarvoor moeten ze:
    - 27x 5MW electrolyzer containers verkopen
    - Nog 60T liquefiers verkopen
    - Nog één 500 MW plant verkopen (voor begin augustus)
    bron: d18rn0p25nwr6d.cloudfront.net/CIK-000...

    Het nieuws van vandaag onderstreept dat Plug Power goed op weg is om die 27 electrolyzer containers van 5 MW te verkopen.
  2. Cyrus de Grote 24 mei 2023 07:41
    "de ene na de andere emissie gedaan" - hoeveel emissies zijn er volgens jou gedaan?

    Bovendien is "het geld is op" niet heel genuanceerd.. Ze zijn schuldenvrij, hebben half miljard in cash en daarna nog eens 1 miljard aan liquide investeringen en nog eens 1 miljard aan restricted cash.

    De vrije cash zal waarschijnlijk in twee kwartalen opgaan, maar dan hebben ze dus nog 2 miljard minder liquide middelen en de vele plants die ze als onderpand kunnen inzetten om leningen te krijgen.

    Paul Middleton over hoe kapitaal gevonden wordt, laatste earnings call:

    "I mean, obviously, first and foremost, it's non-dilutive. Second is cost of capital, third is flexible capital.

    But again, as Andy said, there's a lot of parties that are interested. And when you look at the breadth of what we're doing and the pace and the ambition we have to grow and invest in scale, it will probably be a combination of solutions as we continue to move forward. But the good news is we have an incredibly strong balance sheet that's basically unlevered and we've got this portfolio of plants unfolding that are a profitable portfolio to leverage up and recirculate that capital.

    It puts us in a great position of optionality, and that's when Andy referred to, we're working toward the second half, you're going to hear more and see more as we work through that in the next few months to come."
  3. Cyrus de Grote 30 mei 2023 23:48
    quote:

    StartendeBelegger schreef op 30 mei 2023 14:05:

    [...]

    De grotere orders komen 1 voor 1 binnen. Heerlijk.
    Over welke order heb je het, StartendeBelegger? Het Finland-nieuws is een investering van Plug Power, geen order. Vergelijk het met het plan in de haven van Antwerpen.

    Wat ik als aandeelhouder wil horen is verkoop van equipment (en dan specifiek electrolyzers, niet fuel cell applications) en ik wil graag horen over tijdige oplevering van reeds gedane investeringen (de Amerikaanse waterstof-centrales) en bijbehorend rendement. Dat zijn de twee ingrediënten waarmee DeZwarteRidder ongelijk bewezen gaat worden. Maar, het aankondigen van extra investeringen (zoals vandaag) terwijl het geld er al gigahard uitstroomt, is meer koren op de molen van DeZwarteRidder.
  4. Cyrus de Grote 30 mei 2023 23:57
    Ik stip deze nog één keer aan: nu als bijlage, omdat het mijns inziens allerbelangrijkste is voor de komende maanden: dit (zie bijlage) is wat er moet gebeuren, in combinatie met het zsm opleveren van de waterstof-centrales in de VS om tot break-even operating income te komen.

    Hopelijk horen we dus vóór augustus nog over dat Plug een 500 MW waterstof-centrale order binnen heeft.
  5. forum rang 4 StartendeBelegger 31 mei 2023 00:02
    quote:

    Cyrus de Grote schreef op 30 mei 2023 23:48:

    [...]

    Over welke order heb je het, StartendeBelegger? Het Finland-nieuws is een investering van Plug Power, geen order. Vergelijk het met het plan in de haven van Antwerpen.

    Wat ik als aandeelhouder wil horen is verkoop van equipment (en dan specifiek electrolyzers, niet fuel cell applications) en ik wil graag horen over tijdige oplevering van reeds gedane investeringen (de Amerikaanse waterstof-centrales) en bijbehorend rendement. Dat zijn de twee ingrediënten waarmee DeZwarteRidder ongelijk bewezen gaat worden. Maar, het aankondigen van extra investeringen (zoals vandaag) terwijl het geld er al gigahard uitstroomt, is meer koren op de molen van DeZwarteRidder.
    Te snel gelezen inderdaad en kon mijn reactie niet meer veranderen. Totaal met je eens, tijd voor Plug om te focussen op het verhogen van de omzet en winst, voordat het grote investeringen doet.
  6. Cyrus de Grote 31 mei 2023 00:17
    Hier nog wat extra informatie die niet in persverklaring staat.

    "It aims to build three plants in Finland costing some $6 billion USD"

    Of the overall investment, 25% would come in the form of equity and 75% from debt, he added.

    Marsh did not say how much of the equity was expected to come from financial investors.

    Bron: Reuters via www.nasdaq.com/articles/plug-power-pl...
  7. forum rang 10 voda 31 mei 2023 08:40
    Plug Power’s Hydrogen Projects in Finland, Powering Green DRI
    By Strategic Research Institute on May 31, 2023 10:14 am

    Plug Power Inc., a prominent provider of turnkey hydrogen solutions, has announced its ambitious plans to develop three green hydrogen production plants in Finland. This strategic move represents a substantial investment in the European market and reinforces Plug Power's commitment to advancing the global green hydrogen economy. By leveraging their PEM electrolyzer and liquefaction technology, these projects aim to produce 850 tons per day of green hydrogen, equivalent to 2.2 gigawatts of electrolyzer capacity, by the end of the decade.

    The green hydrogen generated at these sites will play a crucial role in supporting the production of ammonia and green direct reduced iron (DRI), reducing reliance on fossil fuels and significantly contributing to the decarbonization of Europe. These projects are expected to be among the largest investments in the European market and have already garnered interest from financial and industrial partners.

    Plug Power has initiated discussions with large financial investors and debt providers, with the capital structure likely to include a majority of non-recourse debt, similar to other renewable asset financing models. By collaborating with financial partners, the company aims to secure optimal capital solutions, while industrial partners will help secure offtake commitments from creditworthy counterparts before the final investment decision (FID) is made by 2025/2026.

    The chosen sites for these green hydrogen production plants in Finland have been strategically located to take advantage of the country's abundant decarbonized and clean energy sources, including nuclear, wind, and hydro power. The projects include the Kokkola site, which will generate liquid green hydrogen and green ammonia for both local use and export to Western Europe. The Kristinestad site will focus on green hydrogen production for green steel manufacturing, while the Porvoo site will produce hydrogen for local mobility and export to
  8. forum rang 10 voda 1 juni 2023 08:25
    Plug Power's Unprecedented Industrial Scale Steel Projects

    Strategic Research Institute
    Published on :
    1 Jun, 2023, 7:51 am

    Plug Power, an eminent provider of comprehensive hydrogen solutions, has recently secured three pioneering projects that harness industrial-scale green hydrogen. These projects involve collaborations with Ardagh Glass Limmared AB, Hydro Havrand, and the APEX Group, aiming to introduce green hydrogen into the realms of glass manufacturing, aluminum recycling, and steel production.

    A significant demonstration of Plug Power's commitment to sustainability can be witnessed in Bremen, Germany, where Plug and their esteemed partner, APEX Group, are embarking on a groundbreaking endeavor. They aim to showcase the feasibility of producing green steel by decarbonizing ArcelorMittal's local blast furnaces.

    By the year's end, Plug will deliver two 5MW electrolyzer modules to SWB, the city's public utility company, capable of producing 4.2 metric TPD of green hydrogen. The ultimate goal is to achieve complete decarbonization of the steel industry in northern Germany and across Europe.

    To align with the European Union's ambitious plan of producing 10 million metric tons of green hydrogen annually by 2030, Plug Power's deployment of electrolyzers plays a pivotal role in decarbonizing European industries and the mobility sector. These ventures contribute significantly to the EU's decarbonization roadmap, pushing the boundaries of what is possible in the green hydrogen landscape.
  9. forum rang 10 voda 6 juni 2023 07:49
    Plug Power to Establish 3 Green Hydrogen Plants in Finland

    Strategic Research Institute
    Published on :
    6 Jun, 2023, 1:42 am

    Plug Power Inc, a prominent provider of comprehensive hydrogen solutions for the global green hydrogen economy, has unveiled an ambitious plan to establish three green hydrogen production plants in Finland. These plants aim to generate 850 tons per day (TPD) of green hydrogen, equivalent to 2.2 gigawatts (GW) of electrolyzer capacity, by the end of the decade. With a final investment decision (FID) targeted for 2025/2026, Plug Power's advanced PEM electrolyzer and liquefaction technology will enable the production of green hydrogen, supporting the manufacture of ammonia and green direct reduced iron (DRI) and significantly reducing reliance on fossil fuels. This endeavor will play a pivotal role in the decarbonization efforts of Europe.

    These groundbreaking projects are anticipated to become some of the most substantial investments in the European market. Plug Power has commenced discussions with major financial investors and debt providers, aiming to structure the capital in a predominantly non-recourse debt format, similar to other renewable asset financing models. Collaborations with financial partners will secure optimal capital solutions, while partnerships with industrial stakeholders will ensure off-take commitments from creditworthy counterparties before reaching the final investment decision milestone in 2025/2026.

    During a signing ceremony held in Helsinki, Finland, Plug Power's CEO, Andy Marsh, obtained the commitment of three Finnish municipalities to provide access to land, marking the commencement of these historic projects. The chosen sites will be strategically located in Finland, capitalizing on the country's abundant clean energy sources, including nuclear, wind, and hydro power, to facilitate the production of decarbonized hydrogen.

    The first site in Kokkola, Finland, is expected to produce 85TPD of liquid green hydrogen and up to 700,000 tonnes of green ammonia annually, utilizing 1GW of electrolyzers. The liquid green hydrogen will cater to local demand and be exported to Western Europe through the Port of Kokkola. Green ammonia will also be exported via the same port.

    The second site in Kristinestad, Finland, will house a 1GW electrolyzer plant adjacent to a former coal plant. This facility will generate green hydrogen for the production of green steel, with a capacity of 2.0 million tonnes per year of green direct reduced iron (DRI)/hot briquetted iron (HBI), which will be exported from the Port of Kristinestad.

    The third site in Porvoo, Finland, plans to produce up to 100TPD of green hydrogen by 2030. The hydrogen will be utilized for local mobility purposes and exported through pipeline injection to Western Europe.

    To develop the ammonia plant, Plug Power has formed a partnership with Hy2Gen, a global project developer specializing in renewable hydrogen, ammonia, and hydrogen-based e-fuels. Hy2Gen is backed by Hy24, the world's largest hydrogen infrastructure fund, as well as Mirova, CDPQ, Technip Energies, and Trafigura. Additionally, Plug Power will collaborate with Hy2Gen on other regional projects involving the development of hydrogen derivatives such as e-fuels, methanol, and ammonia. These endeavors will enable industries and transportation sectors to effectively reduce their carbon footprint.

    For the DRI/HBI plant, Plug Power has partnered with GravitHy, an industrial company dedicated to decarbonizing the steel value chain. GravitHy, in which Plug Power is a founding partner alongside other major corporations such as EIT InnoEnergy, Engie, Forvia, IDEC, and Primetals, is developing an integrated site in the south of France to produce 2 million tonnes of DRI/HBI.

    Andy Marsh, CEO of Plug Power, expressed his enthusiasm for the company's expanded commitment to Europe through these historic industrial projects, emphasizing the collaboration with financial and industrial partners. The intention is to leverage Plug Power's expertise and turnkey hydrogen solutions to support Finland's vision of becoming a European leader in the green hydrogen economy.

    Markku Kivistö, Head of Cleantech Industry at Invest in Finland, expressed pride in Finland's ability to attract green investments and highlighted the positive impact of these projects on the country's economy, job creation, and overall well-being.

    Plug Power also signed memorandums of understanding (MOUs) with Fingrid, Finland's electricity transmission system operator, and Gasgrid, Finland's natural gas transmission system operator, during the signing ceremony. These collaborations with Fingrid and Gasgrid aim to ensure sufficient electric grid capacities and the development of hydrogen infrastructure.

    Benjamin Haycraft, EVP EMEA Region, emphasized that Plug Power's goal is to democratize access to green hydrogen in Europe by scaling up manufacturing operations to achieve cost reductions. Finland's abundant decarbonized energy sources and expanding renewable energy capacities position the country as the most strategic location for these transformative projects.

    This strategic move by Plug Power will enhance European energy security. The planned electrolyzer capacity represents approximately 5% of the RePower EU plan, which targets the production of 10 million tons of renewable hydrogen in Europe by 2030. These projects will contribute to the development of green electricity and hydrogen infrastructure along the European backbone pipeline near the Bothnian Bay, aligning with Finland's objective of achieving carbon neutrality by 2035, as outlined in the National Climate and Energy Strategy. Moreover, the establishment of green hydrogen production sites is expected to create around 1,000 direct jobs and over 3,000 indirect jobs, significantly boosting the local economy.
  10. forum rang 10 voda 6 juni 2023 07:54
    HYVIA & Plug Organize Hydrogen Van Test Drive Events in Spain

    Strategic Research Institute
    Published on :
    6 Jun, 2023, 2:53 am

    HYVIA and Plug have teamed up to organize test drive events in Spain, showcasing the Renault Master Van H2-TECH, a hydrogen-powered van designed to accelerate the decarbonization of transportation. The events will take place in Barcelona, Zaragoza, and Madrid, offering professionals the opportunity to experience the benefits of this innovative solution.

    The Renault Master Van H2-TECH is a large van powered by green hydrogen, catering to the needs of professionals engaged in intensive usage of transportation. With a loading volume of 12m³, the van is suitable for the transport of goods and packages. It boasts a 5-minute refueling time and an impressive range of 400 km, enabling companies and communities to maintain competitiveness while emitting zero emissions.

    The van's cargo area stands at a height of 1.80m, providing ample space for easy organization and delivery of goods and packages. The Renault Master Van H2-TECH is manufactured in France, with vehicle production taking place at the Batilly plant, Plug fuel cell assembly and testing at the HYVIA plant in Flins, and fuel cell integration near Paris in Gretz-Armainvilliers.

    Equipped with Plug's 30 kW fuel cell, a 33 kWh battery, and tanks containing 6.4 kg of hydrogen, the van offers efficient and reliable performance. Plug's 30 kW fuel cell engines, called ProGen, are flexible power building blocks designed for heavy-duty motive applications. They provide cost-effective solutions with industry-leading performance and reliability, making them suitable for a range of logistics applications.

    Plug's fuel cell system has a proven track record of reliability, with over 60,000 fuel cells operating in mobility applications for global customers such as Amazon, Walmart, Carrefour, BMW, and Home Depot. The system caters to various components of the logistics chain, including manufacturing, warehousing, and last-mile delivery, providing zero-emission solutions for a wide range of vehicles.

    Spain holds strategic importance for both HYVIA and Plug, as the country is highly committed to energy transition and has significant potential for hydrogen utilization. By presenting the Renault Master Van H2-TECH in Barcelona, Zaragoza, and Madrid, the companies aim to engage environmentally conscious customers and promote sustainable transportation practices.

    The test drive events in Spain follow the successful test drives of the hydrogen van in the Netherlands. The collaboration between HYVIA, a joint venture between Renault Group and Plug Power, demonstrates their dedication to advancing the adoption of hydrogen mobility and supporting the transition to a greener and more sustainable future.
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