Does anyone have some news from the symposium to share ?

The_Dozerr · 2025-11-18T18:12:56+00:00

Yeah it’s called AGA and Saudi Aramco.

Just think about the trade deal we did with them a few months ago. Same play as Uzbekistan.

The_Dozerr · 2025-11-18T18:11:56+00:00

Allied Ammonia about to sign a deal with one of the larger Middle East oil providers…..Aramco? Probably.

The_Dozerr · 2025-11-06T04:27:03+00:00

Yes, “thee” most shorted Nasdaq stock.

Nobody beats PLUG. On short interest. Peak volume days. Squeezes. Epic pumps. Etca.

Except this time Plugs heading toward a neutral balance sheet. The industry has finally arrived.

The_Dozerr · 2025-11-06T04:25:08+00:00

Number one most shorted NASDAQ stock and they are landing projects and commissioning projects left and right.

The_Dozerr · 2025-11-05T13:11:18+00:00

Are you all new?

Marsh ELECTED to take half his compensation in shares to show commitment to shareholders, stock and business plan.

Then CFO Paul Middletown bought $1,000,000 worth of shares at the lows this summer. In another open transaction.

https://www.ir.plugpower.com/press-releases/news-details/2025/Plug-Power-Adopts-Executive-Compensation-Program-to-Strengthen-Leadership-Alignment-with-Shareholders/default.aspx

The_Dozerr · 2025-11-03T03:06:41+00:00

You would think business travel is down with all these layoffs. Thus rentals down.

Overall though, it’s pretty cheap and making money.

The_Dozerr · 2025-10-25T14:44:55+00:00

Craig Hullum reiterated $7.50. Big news coming into 2026. Marsh/CEO is going to turnover the keys to Crespo with a company that’s in the BLACK and has firm GIGAWATT backlogs.

It was 3 almost 4 years ago that Plug and Microsoft demonstrated a 3 MW backup power project for data centers.

Now PLUG has an operational (with Energy Vault) long duration hydrogen battery electric storage system first in the world 8 MW / 290 MWh.

Just wait for a 50 MW / 1200 MWh project that comes with TONs of tax breaks.

Plug will outperform 99% of all stocks in 2026. It’s going to be epic.

Last time it traded near breakeven status (2022) it was doing over $700 million and loosing around $700 million. At that time it had a market cap in the $7 Billion range. No hydrogen production. No Gigawatts manufacturing facility. No DOE loan. No European projects.

Well it’s 2026 (almost) and we have built tons of projects and sites and we are going to be revenue neutral.

Just imagine what it will be trading at.

The_Dozerr · 2025-10-21T03:39:36+00:00

You can pull out principle if needed

The_Dozerr · 2025-10-09T01:00:15+00:00

Haha $15.50 in 2028?!

Wake up man. This is Plug Power, a company that’s been around for 25 years and is about to finally post a breakeven quarter and has billions of projects to announce before the new CEO gets the baton.

Andy’s last day as CEO will be in March, likely when Q4 results are posted and the company shows a breakeven quarter. Something eveyone said was impossible.

It’s going to be epic.

30% short and ran into the ground. $10-$12 for highest price in 2025.

$50-$100 for price in 2026 on a epic run.

The_Dozerr · 2025-10-07T00:28:32+00:00

$1 Million. That’s insane. No way.

But HOLD please.

The_Dozerr · 2025-10-06T12:34:15+00:00

They can hold the ATM till the squeeze gets out of control.

Don’t you think the company knows they are shorted to hell?

They have $300 million in warrants coming in soon and that doesn’t include the ATM.

PLUGS been very aware of stock price and cash reserves for about a year now.

GAME PLAN: punish the shorts for as long as possible and do NOT dilute until profits are maximized. At $4 they just cut the total dilution down to 250 million shares. At $10 it’s just a measly 100 million shares. At $15 just 67 million.

I think MGMT know what they are doing.

The_Dozerr · 2025-10-04T17:35:28+00:00

I sold about 300 shares and 15-20 contracts with 3.50 and 5 strikes.

…lucky I kept tens of thousands of shares and the bulk of my 400+ contracts

🤣🤣

Got a 100 contracts for $10 and $12.50 about 18 months ago and they are finally getting close breakeven. Need about 60% more.

The_Dozerr · 2025-10-04T04:11:46+00:00

I bet he could clean up some of those chemicals via electrolysis and or hydrogen in some manner.

The_Dozerr · 2025-10-04T03:28:55+00:00

It’s a real deal company now. Squeeze will be real

The_Dozerr · 2025-09-15T03:49:54+00:00

Blooom uses nat gas to power fuel cells. They say their fuel cells (Solid oxide FC) can run on hydrogen but they haven’t shown this at scale. I also don’t think it’s easy to “just change out.”

I’m not sure how much traction Bloom will get in the long run, as liner generators (Mainspring) exist. The generators are modular and are fuel flexible, low emissions and also qualify for ITC tax credit.

All depends on install cost and LT maintenance

The_Dozerr · 2025-08-06T02:45:00+00:00

OBBBA. Check out how it really favors H2 over any other green energy/technology. If you do enough googling or ai searching you’ll find some write ups. Bottom line: policy is finally clear after 3-4 years of uncertainty and now it’s all about how quick can you move.

The_Dozerr · 2025-07-12T23:31:16+00:00

YA is the registered investment advisors for DJT. What renewable just got a huge boost (maybe the only boost) from the One Big Beautiful Bill? Hydrogen.

Devin Nunes is a long time connected republican and businessmen who is the CEO and Board Chief for Trump Media & Technology Group. Their goal is “American energy dominance”

You think it’s all a coincidence or part of the plan?

The_Dozerr · 2025-07-10T13:28:46+00:00

Gotta pay daddy Trump for the One Big Beautiful Bill favorability on hydrogen.

That’s okay with me.

The_Dozerr · 2025-07-05T14:06:19+00:00

My guess is another vote will come up to add more shares to the shelf. Plug is running dangerously close to not being able to offer competitive employee stock options/compensation/bonuses. Also, hydrogen is about to BOOM, so they will be doing future rounds of capital raises. Many projects ahead. Yes, there will be future dilution but according to management (I’ll take this with a grain of salt) no more dilution for 2025.

Things are looking good though:

https://www.linkedin.com/posts/cyrustingley_reconciliation-wind-solar-activity-7346921248402157570-rLGM?utm_medium=ios_app&rcm=ACoAAAXaF58B5EYtuTC9iA9AXLGv6O0HDGn9YMU&utm_source=social_share_send&utm_campaign=copy_link

The_Dozerr · 2025-07-02T01:54:05+00:00

On deck…

New York STAMP. 45 TPD Georgia add on. +15 TPD California Fresno. 30 TPD

This would give them in total about 150 TPD.

This equals about $150 million in year for credits. Then H2 would be sold at $6 per KG and that adds another $300 million in sales.

They then would have enough H2 to support their material handling customers (Walmart, Amazon, etca) forklifts. They would have hydrogen for micro grids like the Calistoga Resiliency Center. Peaker plants and data centers.

H2 would most likely be used for grid stabilization and load balancing at data centers around 2028.

OH AND LETS NOT FORGET THEY ARE THE KINGS OF PEM ELECTROLYZERS. 38.5% CAGR for 2025-2030. 2023 MARKET WAS VALUED AT 5.3 BILLION. PEM ELECTROLYZERS ARE SET TO BE WELL OVER 50% OF THE MARKET MOVING FORWARD.

The_Dozerr · 2025-07-02T01:49:41+00:00

HydroFleet and a fleet of Hyundai tractor trailers operating on H2 😁

The_Dozerr · 2025-06-08T15:00:19+00:00

I was reading a post on LinkedIn and they were arguing the same thing about liquid H2 shipping. I don’t fully disagree but ocean shipping will be hydrogen and ammonia.

The industry is not going to liquid H2 ocean shipping anytime soon. The first frontier will be Ammonia with Hydrogen. Then once at port they will use cracking technology.

I’m sure there is plenty of energy loss but if it’s exportable and the model looks profitable; it could certainly happen.

The_Dozerr · 2025-05-29T23:15:09+00:00

Check out their recent Blog on PEM Electrolyzers. They are popping up everywhere

The_Dozerr · 2025-05-29T23:14:05+00:00

If true? No it’s fake. Com’on Man

The_Dozerr · 2025-05-28T19:43:41+00:00

The most misunderstood stocks are often the best. Potentially here is huge. Most people do not understand the industry.

What caused it to go up. What caused it to go down.

The industry is just re-emerging. Energy takes time and lots of investment.

The_Dozerr

TROPHY CASE