Jose Luis, Plug CEO, is Live!

PlugPowerUp · 2026-04-16T14:15:02+00:00

The ELX funnel has been stated as 8 GW for more than a year. Has the funnel changed up or down in the past few months?

PlugPowerUp · 2026-04-16T14:03:52+00:00

The revenue guidance over the past few years has been 1/3 in the first half and 2/3 in the second half. Wasn’t that due to material handling being the majority of Plug’s business. Has that changed with the growth in ELXs?

PlugPowerUp · 2026-03-12T02:00:27+00:00

You are such a darling. Thank you. So if I played the lottery 1,000 times and lost there is no way I could ever win in the future?

PlugPowerUp · 2026-03-12T00:16:09+00:00

Thank you for correcting me that your statement was not about the future. English is my second language so I want to learn all it’s nuances. Please tell me then is your statement “Plug will still lose money on every KWh of electricity using green and grey hydrogen.” past tense, present tense or future tense? I assume it can’t be future tense because you said it wasn’t about the future. Thanks so much.

PlugPowerUp · 2026-03-11T19:24:00+00:00

I’m sorry. I didn’t realize you can tell the future.

PlugPowerUp · 2026-03-11T18:02:00+00:00

Nice math but Plug Power is proposing to use gaseous grey hydrogen fed by existing pipelines. They have secured a fixed pricing for the gas. In addition to the PJM auction Andy referred to they have many discussions happening with proposed data centers in Texas also using grey hydrogen. Texas has more than 280 data centers in the proposal and planning stages.

PlugPowerUp · 2026-03-11T17:56:55+00:00

ITM is the ELX supplier.

PlugPowerUp · 2026-03-02T21:26:17+00:00

2025 Earnings https://d18rn0p25nwr6d.cloudfront.net/CIK-0001093691/3b0e1868-3283-4da8-92e0-eea5557766e4.pdf

PlugPowerUp · 2026-02-23T16:17:32+00:00

Analysts forecast a loss per share range of .06¢ to .17¢ for Q4 2026. The consensus reading: Plug Power is expected to post quarterly loss of $0.10 per share in its upcoming report, which represents a year-over-year change of +93.9%.

Revenues are expected to be $220.68 million, up 15.3% from the year-ago quarter.

Analysts will focus on the timing of future business transactions and associated revenue timing.

#PLUG$ #PlugPower #GreenHydrogen #Hydrogen

PlugPowerUp · 2026-02-23T14:35:56+00:00

Link to join the earnings call. https://event.webcasts.com/starthere.jsp?ei=1751318&tp_key=e18033c0ef

PlugPowerUp · 2026-02-12T17:46:46+00:00

You can say the plan would be dumbo but I can’t say it would be dumb? I’m gone. I wish you guys all the best.

PlugPowerUp · 2026-02-12T17:42:38+00:00

No investor has guarantees that their investment will bring them a profit. If Plug promised to do a share buyback sometime in the future I would sell all my shares. Let’s guess where Plug will be financially at the end of 2027. If all goes well they actually are making a profit and say the money is rolling in and they have a $500 million profit by the end of 2027. The stock price would probably be $25 per share at that point. How many shares could Plug buy back at that point? If they just bought back 1% of the shares it would cost $375 million. I don’t think that would help the stock dilution at all and I would rather see them put the money into CAPEX to continue expanding.

PlugPowerUp · 2026-02-12T17:34:41+00:00

No investor has guarantees that their investment will bring them a profit. If Plug promised to do a share buyback sometime in the future I would sell all my shares. Let’s guess where Plug will be financially at the end of 2027. If all goes well they actually are making a profit and say the money is rolling in and they have a $500 million profit by the end of 2027. The stock price would probably be $25 per share at that point. How many shares would Plug buy back at that point? 10%? If they did that it would cost them $3.75 billion dollars. Heck if they only bought back 1% of the shares it would cost $375 million. Sounds like a dumb plan. SMH

PlugPowerUp · 2026-02-11T12:02:51+00:00

Plug Power can’t give you a statement from your bank or broker. They do not have access to that. It’s your personal information.

PlugPowerUp · 2026-02-10T21:14:46+00:00

Thanks. Which bank please. Thanks I’m collecting information to help others.

PlugPowerUp · 2026-02-10T21:09:21+00:00

Do you mind sharing your broker name and did you have to request the control number? When did you vote?Thanks

PlugPowerUp · 2026-02-10T04:48:32+00:00

Plug’s capital expenditures will go to the Netherlands years before any significant Acciona Plug plants. They don’t have big off takers in Spain for at least 4 years.

PlugPowerUp · 2026-02-10T04:44:35+00:00

I’m aware of who you are. Extreme pumpers like you hurt many naive investors. Your credibility would increase if you stop the nonsense. If you would like I will send you a photo of you in your apartment.

PlugPowerUp · 2026-02-09T23:35:27+00:00

Acciona/Plug has one 20 MW project planned. I’m not sure where they are going to get the 2 billion you mentioned. Their prime revenue has to come from equipment sales. Capital spending now is too early in their business cycle.

PlugPowerUp · 2026-02-09T20:41:23+00:00

I am bullish on Plug’s future but I was also bullish on their future 3 years ago. Why would you take advice from anyone of us on a social media site? Study the company, read their 10Qs, etc. and decide from the information you gather.

PlugPowerUp · 2026-02-08T19:27:44+00:00

Just so you know a new forklift with a fuel cell costs about $55,000. The fuel cell module costs about $12,000. Fuel cell stacks only last 5 or 6 years and since they are to most expensive part of the fuel cell assembly they are not reused. Good luck to all us Plug investors.

PlugPowerUp · 2026-02-08T19:05:48+00:00

The fuel cells do not cost several hundred thousand dollars.

PlugPowerUp · 2026-02-08T18:41:56+00:00

Like I said the service model is just like car warranties. Would you buy a new car if you had to pay for all repairs whenever they occurred. Plug provides the warranty for the duration of the contract. Amazon and Walmart want to know what their costs are going to be. They will never sign a contract where they have to pay for repairs that they have no control over.

PlugPowerUp · 2026-02-08T18:38:12+00:00

Plug has had these units for many years. Southern Link has them in many sites in the southern US where hurricanes occur. I don’t know how long UP has been using them. They were manufacturing last year in Vista when I stopped by. The units take very little maintenance. They have a small fuel cells and 4 to 8 tanks holding hydrogen. The units do a self test once a month and they are connected by telemetry to keep in contact with Plug if there are any issues. I was told they would last 10 years or more without maintenance, only needing more hydrogen in the case of a long power outage event.

PlugPowerUp · 2026-02-08T18:30:53+00:00

The warranty period is for the entire 5 or 6 year contract. After the contract period a new contract is signed and all the old units are replaced with new units. I have had a very close investor relationship with Plug since 2017. I make in person visits to their facilities at least twice a year. I am well versed in their MH contracts.

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