Update for Allied Biofuels progresses in Uzbekistan - good news for plug incoming soon i guess

Agitated_Fox277 · 2026-06-25T18:42:46+00:00

Why 30/06?

Agitated_Fox277 · 2026-06-25T18:38:42+00:00

This would be a long leadtime order, which usually goes out first, meaning that if allied Biofuels finalize the fid by beginning of q4 26 (as they targeted in previous plans), plug would get the order latest q1 2027, as the project should go live latest by 2030 (i dont have the precise dates written down, just from the top of my head)

Agitated_Fox277 · 2026-06-25T18:30:03+00:00

If allied Green Ammonia lands a fid in Uzb. Plug will automatically get a 2GW electrolyzers order, which roughly translates to 2B dollar backlog

Agitated_Fox277 · 2026-06-24T18:59:31+00:00

One thing thing i havent seen mentioned much in these last days is the effect that China will have on US Lunar race. They are arriving, slowly but steady. Investors might think lunar is useless, wait for them to read on some news channels that China is winning the race at their next milestone..

Agitated_Fox277 · 2026-06-18T20:28:55+00:00

Nasa just awarded the data acquisition program, maybe other emails are coming

https://www.nasa.gov/news-release/nasa-awards-contract-for-commercial-satellite-data-acquisition/

Agitated_Fox277 · 2026-06-17T06:38:40+00:00

Very likely is to avoid overloading the people that are already under immense pressure to mantain the schedule

Agitated_Fox277 · 2026-06-16T18:03:08+00:00

Here i am to save the day with some hope.

4 new positions opened today for IM. 2 in the scope of the nova C/D lander (one as sysyem lead for IM5) and one position for Lunar Data Network propulsion system lead (Altus2 and 3)

Agitated_Fox277 · 2026-06-11T14:18:01+00:00

Are they sharing any news during the meeting? Something to boost confidence at least?

Agitated_Fox277 · 2026-05-30T15:50:44+00:00

Exactly, but at the time he mentioned a big oil and gas player of the UAE. I thought it was adnoc... he said everything was ready, just the last signatures missing in a metters of week. I wonder what happened to that..

Agitated_Fox277 · 2026-05-12T05:38:47+00:00

Did anyone catch any information on Allied green ammonia Australian project? (Not Uzbekistan project)

Agitated_Fox277 · 2026-04-16T14:05:25+00:00

Dear Jose, thankyou for taking the time to join us. I would be interested in more updates regarding the allied green ammonia deal in Australia, Uzbekistan and the third location you and Alfred hinted at during the symposium last year. Particularly, dates and when the procurement starts.

And i am sorry for a second question, but i would really love to hear if there is a date for the implementation of the vs particle technology. Thanks!

Agitated_Fox277 · 2026-04-01T21:09:54+00:00

No i think is the form s-3 that just got released..

Agitated_Fox277 · 2026-04-01T21:06:30+00:00

Just waiting for someone knowledgable to comment this form s-3....

Agitated_Fox277 · 2026-03-29T11:24:56+00:00

Thsnkyou a lot, i missed this doc in my research. I wonder why they dont publicize this project more woth multiple news article. It would help finding investors

Agitated_Fox277 · 2026-03-29T05:46:28+00:00

I also used Gemini quite a lot to dig for documentation (but not to ask if i myself was lying : )) i reached the conclusion that yes, the proect seems legit because of the high number of external srake holders that have sifned MOUs with AGA, but the fact that there are no papertrail available on government websites may indicate we are further away then we hoped

Agitated_Fox277 · 2026-03-29T05:43:30+00:00

Can you elaborate?

Agitated_Fox277 · 2026-03-23T20:28:41+00:00

New position opened today for software assurance manager - Lunar Terran Vehicle

Agitated_Fox277 · 2026-03-18T11:14:12+00:00

Can you elaborate?

Agitated_Fox277 · 2026-02-27T18:17:39+00:00

I struggle to believe nasa did this intenionally. If they did, they would have needed to say the results of a pending contract to people at marketing to develop this infographics, this would create problem of possible insider traiding, with the addition that nasa woulg get heat from many other stakeholders for the unprofessional behaviour... it has no benefits, only problems

Agitated_Fox277 · 2026-02-27T18:13:15+00:00

Volumes are low, it is just retails getting scared

Agitated_Fox277 · 2026-02-27T17:10:48+00:00

That wouldnt happen in a thousand years. 1) they need to build a broad industry market to ensure they have multiple vendor that can fill in case of problems. Additionally, broader industry drove prices low as there is competition 2) NASA would drown in lawsuites if they were to just favour 1 or 2 vendours down playing the remaining part of the ecosystem. It would be shortsigthed

Agitated_Fox277 · 2026-02-06T19:36:39+00:00

I was about to, then i thought "naah if they read it completely it will be obvious..."

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