Seeking Alpha

tunthan

tunthan
Send Message
View as an RSS Feed
View tunthan's Comments BY TICKER:
Latest  |  Highest rated
  • Plug Power: A Keynesian Beauty Contest [View article]
    See the daily candles and the trend. What stories are they talking to you?
    Apr 20 12:27 PM | Likes Like |Link to Comment
  • Plug Power: A Keynesian Beauty Contest [View article]
    Until now, they can't even break $6.50, leave along talking about the stock falling to $4. So far bulls are winning & shorts have lost so much money in one year. They should have learned that lesson already, but on Monday they will lose so much money again (probably - 100-200%) and definitely feel regret about their stupidity being shorts while they learn the most expensive, but stupid, lesson about what made them pick the wrong side. My suggestion is they can always switch the side and it is not their obligation to continue to be shorts. What they should do is: 1) Cover their positions asap; 2) Ride with a squeeze in order to make money or cover the losses they had with PLUG.
    Apr 20 12:38 AM | 11 Likes Like |Link to Comment
  • 7 Questions For Plug Power Investors [View article]
    I do not know about your entry points. I do not know if you are just a day trader shorting during the trading hours.When I look at the PLUG short history in the past, I understand that there have been some short squeezes& shorts have been defeated since 9 months ago. I assume that you were not one of them who lost a lot of money. Usually what happen is losers always want to take revenge on the one they have lost and hopefully you are not trying to take revenge on it rather than solving your inner conflicts from your suffering. I think there will be a short squeeze this time too. The fact is that I or you cannot move the market rather than arguing which one could be the right one. But market makers are the ones who move the market. They do not care who will lose how much, but which one is profitable to them. The PLUG stock has a strong support around $6. As you see there have been some attacks on that support level but it was not broken. If market makers chose the sell side, they can only make 1.50/share which is 20% but the possibility is that under all kind of situation they can get flunked by excited buyers. But if they chose the upside and trigger the short squeeze, the can multiple their profit before they turn the situation to the opposite. What would you do if you are a market maker? Prepare to defend yourself or do not play that game from sell side because you gonna lose that game.
    Apr 19 04:12 AM | Likes Like |Link to Comment
  • Plug Power: Sorting Through The Noise [View article]
    your conclusion is not based on out-of-the-box thinking and terribly wrong my friend. I think you should read this one too Bull of the Day: Plug Power (PLUG) http://bit.ly/1gzhhZW

    Growth Estimates PLUG IND S&P
    Current Qtr (03/2014) 64.29 NA NA
    Next Qtr (06/2014) 70.00 NA NA
    Current Year (12/2013) 75.00 15.90 11.70
    Next Year (12/2014) 152.90 18.10 8.40
    Past 5 Years NA 6.20 5.70
    Next 5 Years NA 13.10 NA
    PE NA 8.60 16.90
    PEG Ratio NA 0.66 NA

    Next Report Date 5/13/2014
    Current Quarter -0.05
    Current Year -0.09
    Next Year 0.05
    Apr 16 02:33 AM | Likes Like |Link to Comment
  • Plug Power: Sorting Through The Noise [View article]
    you should read this report, I guess. http://bit.ly/1gzhhZW
    Apr 15 06:52 PM | 2 Likes Like |Link to Comment
  • 7 Questions For Plug Power Investors [View article]
    good thinking.
    Apr 15 06:46 PM | 1 Like Like |Link to Comment
  • 7 Questions For Plug Power Investors [View article]
    Ah.. tough challenging questions. Here are my answers for your questions

    1) many stocks start from pennies
    2) PLUG's future will be brighter than its past because the leadership is really doing business as they have successfully developed PLUG POWER fuel cell system. It takes time to make a company successful
    3) PLUG trades at 3-9x the valuation of its closest peers because investors are naive and making a lot of money from being naive
    4) For now, PLUG is running upside. Now the price is 7.32, almost 4000% up from pennies in a year, up and up away leave alone being downside. Many people can be jealous easily.

    To read more professional research that will answer your questions Please read the following Zack analysis and reason your questions again.
    http://bit.ly/1gzhhZW
    Apr 15 01:16 AM | 1 Like Like |Link to Comment
  • Will Plug Power Revolutionize The Sector? [View article]
    who set the price??? it is all about supply and demand issue. can you name any successful companies that are not overpriced???
    Apr 15 12:50 AM | Likes Like |Link to Comment
  • Plug Power: A Closer Look At The ReliOn Deal [View article]
    Elephant Analytics, do you have colleagues whose names are like Cow Analytics, Buffalo Analytics, Hippopotamus Analytics, Giraffe Analytics, Tiger Analytics, Lion Analytics, etc???? I assume we are not in a wrong place .. :) :) Just kidding. :) :)

    Actually, I do want to read articles written by persons with real individual names, not like the above ones. So we can see how creditable they are for readers and investors.
    Apr 13 12:44 PM | 1 Like Like |Link to Comment
  • Will Plug Power Revolutionize The Sector? [View article]
    Another thing is about the investors' heavy interest in "Risk-Return Ratio" issue. PLUG price keeps rising because risk-return ration is way too big. Smart money & smart investors aggressively look for stocks like PLUG with heavy short interest specifically because of a short-squeeze risk & risk-return ratio. Who do you think of buying up all day long for a month? They must be dinosaurs, not single individuals like us. Under all kind of situations, accumulating long positions in a heavily shorted stock..think about it. Its chances of success are way higher than believed by those who are bearish on it. Very soon, I would predict in next few weeks, PLUG shares will “GAP UP” on a single good news, forcing short sellers scramble to cover their short positions. The recent price movement already pushed some short sellers out of the game. One important thing (for long term investors to keep in mind) is the profit from investing in PLUG POWER is going to be very HUGE when compare to the risk buyers may take. I say it because fundamentally the company has a huge potential. The PLUG CEO Marsh is very smart,and, that's why within 17 years he has brought this company to this stage. Growth rate is amazing & money will be flowing in soon. Additionally, the stock have strong supports technically and all technically indicators say BUY. PLUG is a game changer stock. Anybody including people those who are shorting should not miss this kind of life time opportunity.
    Apr 12 01:39 AM | Likes Like |Link to Comment
  • Will Plug Power Revolutionize The Sector? [View article]
    FYI: Great highlights from- White_Knight_in_Texas (credit to this particular individual)
    Comments (16)

    White_Knight_in_Texas 3

    (16 comments)
    Send Message
    Plug Power has a bright future which was illuminated via the Major Turnkey Order recently received from Walmart Stores, Inc. Walmart Stores, Inc. placed an additional very large order with Plug Power for 1,738 GenDrive Fuel Cells, announced on Feb. 26, 2014, which more than "tripled" their fleet. The order is so large that it will be delivered over 2 years at six North American Distribution Centers. The first of six sites will be deployed during the 2nd Qtr. of 2014.

    Clearly, Walmart is "all in" with Plug Power. From the Plug Power Press Release dated February 26, 2014, I quote: "We are pleased with the performance of the hydrogen fuel cells that we have been operating and are excited to expand our program with Plug Power," said Jeff Smith, Senior Director for Walmart Logistics.

    From a "long" investor's perspective, I consider the fact that Walmart, the largest retailer in the world, is now "all in" with Plug Power -- to be a selling point for additional large scale customers to follow in their footsteps.

    Other companies must like saving money and increasing productivity as well, same as Walmart, because Plug Power CEO Mr. Andy Marsh announced on the March 13, 2014 Conference Call the receipt of a major turnkey order from an unnamed Auto Manufacturer. When this deal is formally announced, I think the market is going to realize that Plug Power is on their way to possibly capturing the entire Auto Manufacturing Sector. Last Quarter (Q4-13), Plug Power received "repeat orders" from Mercedes Benz and BMW. When the above referenced New Auto Manufacturer is announced, Plug Power will have secured three (3) major customers in the auto manufacturing sector.

    Forgotten among all the hoopla of Plug Power winning new contracts is the fact that these contracts include the added benefit of "recurring revenues". Plug Power's GenKey (Turnkey) offering includes the sale of Hydrogen Fuel and Service Contracts, e.g. - the Walmart Service Contract on the 1,738 GenDrive Fuel Cell units was for a term of 6 years. Previously, Kroger signed a GenKey Deal during Q4-13. And, as mentioned above, Plug Power has announced yet another GenKey (Turnkey) Deal with the "unnamed" Auto Manufacturer. My point is this: Each of these three (3) recent deals include "recurring revenues" which will become significant for Plug Power over time. I believe the market has yet to realize this.

    Furthermore, with Plug Power's recent announcement of the purchase of ReliOn, the company will have the ability to produce PEM fuel cell stacks in-house (internally). It is very likely that costs will drop significantly and the company may also experience shorter lead times to delivery.

    We are pleased to invest and accumulate more shares of Plug Power, holding for the "long-term". Having invested in the traditional energy sector for decades, we know that Hydrogen Fuel will be abundantly produced in the future, which will open up numerous applications for fuel cells. And, Plug Power will be in the enviable position to morph into a vertically-integrated Hydrogen Fuel Cell Conglomerate. Now is the time to invest (or cover a short position), while the price is still low.
    Apr 12 01:14 AM | Likes Like |Link to Comment
  • Plug Power: A Closer Look At The ReliOn Deal [View article]
    Great points you made will be highly valued by real investors.
    Apr 11 02:53 AM | 6 Likes Like |Link to Comment
  • Revisiting A Plug Power Short Position [View article]
    As you witnessed, today it went up to 7.43 easily in a few min. Lucky for you that markets were down while profit taking was in play. Maybe MMs were just testing the floor and resistance. But it was a signal that the real short squeeze is imminent and coming. Reason your thoughts for $, not for people like me. BTW, you should read this research article by Zacks too. Good luck http://yhoo.it/1qmHrCv
    Apr 11 02:26 AM | Likes Like |Link to Comment
  • Plug Power: A Closer Look At The ReliOn Deal [View article]
    Read this and reason your thoughts. http://yhoo.it/1qmHrCv
    Apr 11 02:11 AM | 2 Likes Like |Link to Comment
  • Plug Power: A Closer Look At The ReliOn Deal [View article]
    Good point, Mkao. That is why PLUG price keep rising because risk-return return ration is way too big. Contrarian investors aggressively look for stocks like PLUG with heavy short interest specifically because of a short-squeeze risk & risk-return ratio. Long positions in a heavily shorted stock..think about it. its chances of success are way higher than believed by those who are bearish on it. Who do you think of buying up all day long for a month? PLUG shares will “gap up” on a single good news, forcing short sellers scramble to cover their short positions- will be big time. Thanks for the good example though.
    Apr 11 01:29 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
228 Comments
158 Likes