Plug Power, Inc. EPS in-line, beats on revenue


Plug Power, Inc. (PLUG): Q4 EPS of -$0.08 in-line.

Revenue of $8M (+35.1% Y/Y) beats by $0.55M.

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Comments (29)
  • GameKing13
    , contributor
    Comments (644) | Send Message
     
    I don't know how great this really is but it's definitely better than all the short bashes made it out to be!!

     

    Although I admit I was expecting more of a rise of the share price
    13 Mar 2014, 07:09 AM Reply Like
  • Karembeu
    , contributor
    Comments (14) | Send Message
     
    People are looking for the guidance. Not many cared about Q4 earnings; just as long as they didn't miss too badly, it would've been okay.

     

    If guidance for 2014 is good (which is what is expected by many), then the PPS will really take off.

     

    CC is at 10 AM EST.
    13 Mar 2014, 07:19 AM Reply Like
  • Sellinpanic
    , contributor
    Comments (894) | Send Message
     
    @TheRookie1,

     

    The rise in revenue was expected and again no profit (and will never have, whatever the management tells us). And for revenue of $30-40 million per year PLUG's market cap is at stratospheric levels, makes TSLA/NFLX look like true conservative value investments.

     

    PLUG is only a fuel cell hype, be careful investing in this name, it's strictly an extreme risk investment and I can't even call it speculative since there is only hot air (market action) that keep stock prices at these levels, fundamentals and future performance is non-existing. PLUG should be listed in the OTC market where companies with these revenue levels are commonplace.
    13 Mar 2014, 07:28 AM Reply Like
  • leopardtrader
    , contributor
    Comments (3675) | Send Message
     
    Orders for 2014 ~$150m ..about 4 times of 2013. $66M in cash. Cant you see? Opportunities about in USA and globally for PLUG
    13 Mar 2014, 07:31 AM Reply Like
  • Sellinpanic
    , contributor
    Comments (894) | Send Message
     
    @leopardtrader,

     

    You do know where the $66 cash came from? If operations where profitable, why dilute the stock further? Because they needed cash to continue operations. The orders will not save PLUG even if they grow fourfold, operations are badly in the red and will stay so. Only way to get more cash is to dilute further, in this light the market cap is absolutely ridiculous.
    13 Mar 2014, 07:38 AM Reply Like
  • RASTA
    , contributor
    Comments (59) | Send Message
     
    Quiet Short!!!-go away and "cover up".Rasta
    13 Mar 2014, 08:14 AM Reply Like
  • Sellinpanic
    , contributor
    Comments (894) | Send Message
     
    @RASTA

     

    Everyone has their right to their opinion and I respect yours. But before you make comments, a word of advice, firstly I hope you don't get "caught" in another -50% sudden decline of PLUG. Secondly, just for your information I am LONG PLUG, yes can read correctly (or I hope so), I am LONG PLUG with a speculative position of 1000 shares at $1.66. At that price PLUG made sense even that it was still a very risky proposition, but at $6-7 it's pure gambling and the only thing PLUG is good for as a share is trying to find the next fool who'll be willing to pay more.

     

    I have never shorted anything and will not start now, good luck investing (and obviously for you also gambling).
    13 Mar 2014, 08:29 AM Reply Like
  • LYogi
    , contributor
    Comments (3108) | Send Message
     
    so just sell and be done with it. The market clearly disagrees with your assessment of the ER.
    13 Mar 2014, 08:34 AM Reply Like
  • Sellinpanic
    , contributor
    Comments (894) | Send Message
     
    No, I'll not sell since at my initiation price and position the risk is minimal. But also I'll not add at these levels before PLUG gives more proof of their business models profitability. We shall see...
    13 Mar 2014, 08:44 AM Reply Like
  • JMstocks75
    , contributor
    Comments (249) | Send Message
     
    if you are so smart you would be here playing a basher, geez grow up kid, the green movement is own, 4x sales profitable by 4 th qtr kaboom
    13 Mar 2014, 08:53 AM Reply Like
  • Sellinpanic
    , contributor
    Comments (894) | Send Message
     
    And LYogi,

     

    I don't agree on many things with the market and the market doesn't agree with me, however I can see for myself what is hype and what is not. Another thing in which I don't agree here in SA with other commentators is the ridiculous comparison of TSLA with PLUG. Many seem to base their comparisons on the similarity of the stock chart of TSLA and PLUG. It's quite ridiculous.
    13 Mar 2014, 08:57 AM Reply Like
  • Doewap
    , contributor
    Comments (1009) | Send Message
     
    Can you please elaborate on the 'will never make a profit' part?

     

    Because you are just talking gut feeling on your part.

     

    I believe Plug will make a profit, because they are becoming mission critical operations partners.
    13 Mar 2014, 09:02 AM Reply Like
  • Sellinpanic
    , contributor
    Comments (894) | Send Message
     
    JMstocks75,

     

    I'm not playing anything here, I'm just being a cautious investor and knowingly invest with large positions when something is really worth it like TSLA last year AFTER they reported their first profitable quarter (even in non-gaap format). PLUG only reported a widened loss and why? Because they had to honor their earlier commitments of shareholder dilution at penny stock prices. And the cycle will continue even that Andy Marsh promises future profitability (it'll not happen in 2014), he has been doing that for years and the trend will continue since the dilution has continued at a growing base.
    13 Mar 2014, 09:05 AM Reply Like
  • Sellinpanic
    , contributor
    Comments (894) | Send Message
     
    @Doewap,

     

    I hope that PLUG reaches profitability but it'll take much more time than anyone thinks and when you increase your time horizon to reach profitability there are things you can not control (e.g. macro economic outlooks etc.), therefore PLUG is a huge gamble at these levels.
    13 Mar 2014, 09:10 AM Reply Like
  • PChan444
    , contributor
    Comments (514) | Send Message
     
    Leopard - back up the truck.

     

    Everyone else:But what I thought was most compelling is thirteen months ago this company did a stock offering at 15 cents - with warrant coverage at 15 cents - and management DID NOT PARTICIPATE in this offering.

     

    So we see today they're speaking at a conference, and I don't know how anyone can take any management seriously, who - forget about the fact that they have missed every single milestone they have put out to investors over the past 5 years, but who pretty much 13 months ago would not even put a dollar in their company betting against bankruptcy in the offering.

     

    If you read my report; for the (years) 2009, 2010, 2011, 2012, 2013, they don't just miss guidance - missing guidance by 10 to 15 % is okay - when you are missing your expectations by 40 or 50%, that's not missing guidance...(you are actively deceiving the marketplace.) - Parenthetical comment deleted from edited video.
    13 Mar 2014, 10:04 AM Reply Like
  • Skullfodder
    , contributor
    Comments (3) | Send Message
     
    There are laws about Insider Information, which is using content not avaiable to the market. Should there not be laws about Biased Originator opinion, which is creating content for sefl serving purposes, where the originator is also a holder of the asset. A simple requirement that if the originator or family or close of kin holds the asset in question, then such person / entity should have the added responsibility to clarify through some method or means. I do not have the answer here but simply feel that markets should never be influenced by an individual's self servicing needs.
    13 Mar 2014, 08:24 AM Reply Like
  • panaz
    , contributor
    Comments (65) | Send Message
     
    It's more fun than a gambling boat.
    13 Mar 2014, 08:28 AM Reply Like
  • Tyler13
    , contributor
    Comment (1) | Send Message
     
    PLUG has proven their ability to rapidly increase their profitability, and this is just the tip of the iceberg! Getting in now while the stock is cheap can lead to massive upside with the stock going up to $18 or even beyond within the year.

     

    Lesson to be learned: don't listen to one-man-shows (cough cough Citron aka Andrew Left) who make false claims while shorting the stock for their personal profit.

     

    This is just the beginning for Power Plug, an excellent company with the ability to become the next Telsa
    13 Mar 2014, 08:28 AM Reply Like
  • Sellinpanic
    , contributor
    Comments (894) | Send Message
     
    @Tyler13,

     

    Profitability?!? My God, where did you get that? PLUG has proven nothing, only promises for future orders the past 16-17 years and the only thing PLUG can do to survive is dilute their shareholders even more. I hope you really don't think investing this way or you soon don't have anything to invest. And if Elon Musk would be the CEO of PLUG, he would shut operations down as quickly as possible because the fuel cell business model is flawed. So no, PLUG is not the next TSLA, PLUG is only an inflated hot balloon.
    13 Mar 2014, 08:39 AM Reply Like
  • jglr
    , contributor
    Comments (9) | Send Message
     
    their ability to increase profitablility comes from selling more shares, not from increasing sales.
    13 Mar 2014, 09:44 AM Reply Like
  • manfredthree
    , contributor
    Comments (3103) | Send Message
     
    Apparently the good folks at Toyota are covering their bets on H, even though they are TSLA customers. There are now about thirty or so major companies who see a future in hydrogen to the extent of having skin in the game. None of them are TSLA, but frankly that only disturbs us from the standpoint of being TSLA shareholders. What has us extremely impressed is the fact that the current interest in hydrogen development technologies is coming from a wide cross-section of enterprise.
    13 Mar 2014, 09:39 PM Reply Like
  • GameKing13
    , contributor
    Comments (644) | Send Message
     
    At 10 AM. Andy Marsh as is his way will paint a flowery picture and get everyone excited , which will make PLUG shoot up. Just advice to the shorts to cover between 9:30 and 10 AM. and maybe longs buy more? ( or is that too speculative?)

     

    Anyone agree?
    13 Mar 2014, 09:08 AM Reply Like
  • Sellinpanic
    , contributor
    Comments (894) | Send Message
     
    PLUG is a extremely risky gamble at these levels even with the revenue promises of $150, PLUG is more richly valued than TSLA, which company do you honestly think have better business opportunities ahead for the future? TSLA has actual proven growth and profitability and world-class business plan, PLUG only promises (of future orders), not actual completed deals.
    13 Mar 2014, 09:16 AM Reply Like
  • GameKing13
    , contributor
    Comments (644) | Send Message
     
    Sellinpanic:

     

    I'm not an idiot I know my shares are overvalued but I also know they will STAY overvalued due to sheer speculation from much of the business world
    13 Mar 2014, 09:27 AM Reply Like
  • Sellinpanic
    , contributor
    Comments (894) | Send Message
     
    You're right Rookie, PLUG is the most speculative stock out in the market compared to the actual execution and results of the business. TSLA is overvalued also, but they execute according to plan, PLUG is very much a throw of a dice.
    13 Mar 2014, 09:41 AM Reply Like
  • LYogi
    , contributor
    Comments (3108) | Send Message
     
    Whatever your feelings on PLUG's future, BLDP is the long-term play.

     

    They stand the most to gain if FC become mainstream.
    13 Mar 2014, 09:28 AM Reply Like
  • thierry humblet
    , contributor
    Comments (7) | Send Message
     
    Zbb could be the big winner today !
    On the wave of clean energy stocks and a better business on the mid term.
    Keep an eye on it
    13 Mar 2014, 09:52 AM Reply Like
  • GameKing13
    , contributor
    Comments (644) | Send Message
     
    For some reason HYSR is a penny stock that's tied to PLUG. they both rise and fall together. No idea why
    13 Mar 2014, 10:00 AM Reply Like
  • cactus jack 65
    , contributor
    Comments (258) | Send Message
     
    I think plug better start hiring more employees...
    13 Mar 2014, 10:36 AM Reply Like
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