PLUG has the 45 V tax deduction this year of $3 per KG ....They also have tax credits of $30 million ....2025 will look a lot different .....2027 they will have 11 hydrogen hubs going in America ....They also have big contracts abroad ....
Plug will do well under Dean Fullerton's leadership. The issue is with Andy and the board has struggled to address it. His days are numbered. Once they announced Andy leaving, they'll be a resurgence in investor's confidence and execution.
Plug power follows the same pattern as the listed hydrogen fuel sell stocks in the UK (AFC Energy, ITM Power, Ceres Power). There is a burst of enthusiasm, and the share price rockets by 10-15x over a short period. Then the enthusiasm wanes, and the gains are lost. Stock stays flat for about a decade until the next burst of optimism. In between, the company is perpetually making losses and funding its deficit by issuing more shares.
Good video. Any thoughts on ENPH? any chance you can do a video on ENPH? They are considered a "leader", at least for their micro inverters. Personally, I don't own this space. Both this space and the Cannabis space seem to always be hanging for something which doesn't happen. It seems the headwinds in these spaces are real and strong. If anything, I might have considered ENPH, but at some point I decided the opportunity cost (risk of waiting) is not worth it. I feel Fintech, Healthcare, REIT and even tech (like GOOG or META) are all safer investments. I hope this makes sense. Thanks so much for this video, good as always.
PLUG has the 45 V tax deduction this year of $3 per KG ....They also have tax credits of $30 million ....2025 will look a lot different .....2027 they will have 11 hydrogen hubs going in America ....They also have big contracts abroad ....
Plug will do well under Dean Fullerton's leadership. The issue is with Andy and the board has struggled to address it. His days are numbered. Once they announced Andy leaving, they'll be a resurgence in investor's confidence and execution.
Plug power follows the same pattern as the listed hydrogen fuel sell stocks in the UK (AFC Energy, ITM Power, Ceres Power). There is a burst of enthusiasm, and the share price rockets by 10-15x over a short period. Then the enthusiasm wanes, and the gains are lost. Stock stays flat for about a decade until the next burst of optimism. In between, the company is perpetually making losses and funding its deficit by issuing more shares.
Good video. Any thoughts on ENPH? any chance you can do a video on ENPH? They are considered a "leader", at least for their micro inverters. Personally, I don't own this space. Both this space and the Cannabis space seem to always be hanging for something which doesn't happen. It seems the headwinds in these spaces are real and strong. If anything, I might have considered ENPH, but at some point I decided the opportunity cost (risk of waiting) is not worth it. I feel Fintech, Healthcare, REIT and even tech (like GOOG or META) are all safer investments. I hope this makes sense. Thanks so much for this video, good as always.
I'll look at it under 60. Till then, not worth my time. The chart doesn't look stronger than plenty of other options.