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D00ner

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  • 7 Questions For Plug Power Investors [View article]
    Voting machines can trump Weighing machines in the short run, and the fuel cell market can grow and develop during that time frame. Right now there are more buyers than sellers, and while your valuation arguments may be solidly logical, you and other shorts may lose a lot of money while waiting. You can be right, and also dead-right. The market can stay irrational longer than you can stay solvent. John Maynard Keynes,
    Apr 13 03:27 PM | 12 Likes Like |Link to Comment
  • Plug Power's Recent Drop Is A Great Opportunity [View article]
    Yawn... Depite the fact that I am BULLISH, LONG, and an ADVOCATE, I see no new incite, excitement, or value here. But I believe in the growth of the industry, PLUGs premier position as a vanguard player, and its eventual success. Short-term players can trade this either way, but I strongly believe it will prevail. And shorts can get creamed with an unexpected announcement at any time.
    With lplenty of cash to work with, who kows what Mr. Marsh might do...
    Apr 10 11:14 AM | 5 Likes Like |Link to Comment
  • Plug Power +3% as CEO Marsh says it is exploring new markets [View news story]
    It wasn't an announcement; it was an interview. No pump and dump, IT WAS AN INTERVIEW. General insight and overview of corporate strategy. But, I'm OK with it, the stock is becoming more mainstream. And with every INTERVIEW, the stock (and my portfolio) goes higher. BTW, at what point does it start to become eligible for a small cap index, and an ETF?
    Apr 8 10:40 AM | 1 Like Like |Link to Comment
  • Plug Power acquires fuel cell developer ReliOn for $4M, shares +4% AH [View news story]
    Interesting that the selling company ReliOn is taking stock and not cash... perhaps they are true believers? But Nah, what would they know about the industry potential ? They are going LONG the stock with this move.
    Apr 2 07:47 PM | 6 Likes Like |Link to Comment
  • Plug Power: Unprofitable Past, Poor Fundamentals, And A Best-Case DCF Value Of $2-$2.50/Share [View article]
    Mr. Marsh just pulled another rabbit out of his TopHat, and I believe he has a few more in store for us...Shorts are going to get soiled. I suspect a lot of margin clerks are going to be busy these next few weeks.
    Apr 2 06:06 PM | 5 Likes Like |Link to Comment
  • Plug Power Acquires ReliOn Inc. Bringing Innovative Fuel Cell Stack Technology In-House [View article]
    I'm thinking Mr. Marsh has a few more rabbits to pull out of his TopHat, so if you are short you'd better run or get your shorts soiled.
    Apr 2 05:48 PM | Likes Like |Link to Comment
  • Don't Confuse Plug Power With Tesla [View article]
    EB_ _DAS. No I. They have plenty of cash and are paying little, if any, Interest.

    Oh, and they have approx. $850 Myn in tax-loss carryforwards over the past 15 years, so they won't be paying any Taxes either, for a long time. No T.

    They can make a LOT of money, gain significant market advantage by plowing $$ into new R&D, marketing, product extension, etc. over any entering competition.
    Mar 27 02:59 PM | 4 Likes Like |Link to Comment
  • Why I Believe Plug Power Is Now Heading Back To $8, Eventually On Its Way To $14 [View article]
    Perhaps Air Liquid is counted upon (fully exercised, assumed) as an insider... after all, they do have a spot on the board. If so, it may explain the discrepancy. One other thing, if they are indeed an "insider", then you might want to include their purchase as a HUGE insider buy near the bottom, thus destroying one of the fatalist arguments that NO insiders bought near the low... P.S.- if they haven't sold any shares yet (and I believe they haven't), it SUPPORTS the arguments that no insiders have sold.
    I hope the smart short sellers have covered; more news coming. If you aren't out of your position, you'll soon be "soiling your shorts". ;-)
    Mar 25 03:24 PM | 3 Likes Like |Link to Comment
  • New 13D Filing Reveals More Dilution Ahead For Plug Power [View article]
    $5 or $4 might be a possible target... in a Vacuum. But I believe with the inability for shorts to borrow currently, and with the potential for a plethora of good news (Kroger, VW, more WMT, Wegmans, many, many others) new or re-orders, I just think that the risk of being short is too big. You can take your shots in the option market, but I don't like the leverage or risks there on the short side, unless you are VERY nimble. As for dilution, with the possibility/probabilit... of the TRU market developing, the issuance of new shares for additional working capital was fully discounted, at least by myself... I think they are done for now, have sufficient cash to roll out working models for more candidates to try (TRU). The potential market for this is immense, and who else is working on this? Nobody I'm aware of...
    LONG, patient, and with a long time horizon. "Money is made by sitting, not trading."- Jesse Livermore
    Mar 24 06:45 PM | 8 Likes Like |Link to Comment
  • New 13D Filing Reveals More Dilution Ahead For Plug Power [View article]
    I believe they would have to file any position exceeding 5%, as per SEC regs. I haven't seen any such filing, so I presume they are not hedged. Not sure why they would be; they WANT the company to proceed, and progress, and were willing to back them at their darkest hour. Air Liquide will dramatically benefit if any VW announcement is made, especially if it involves any European operations.
    Mar 24 02:25 PM | 4 Likes Like |Link to Comment
  • Plug Power: Risks Still Remain With The Shorts [View article]
    Sorry, not a techie. Just an old school guy, but I'll take you to the woodshed if you stay short.
    I simply did a copy and paste of one of my confirms. BTW, ever visited the plant? Sat down with mngt? Seen their product demonstrated? Quizzed them about the product evolution? Seen the previous generations, analyzed the updates? Talked with the technicians? Worked for one of their customers ( in a previous life). If not, then I suggest that you might kick the tires a bit before you plunk down some serious jack. I wouldn't have put this much into a stock if it wasn't thoroughly researched, and not just using spreadsheets. I've done my homework, hope you have. Owning this many shares, they return my calls. Also, Re: long-term holders... Some don't sell because they pay 40-50% tax rates.
    Mar 19 08:10 PM | Likes Like |Link to Comment
  • Plug Power: Risks Still Remain With The Shorts [View article]

    Trade Date Action Quantity Price Amount
    09/27/2013 Bought 50,000 0.68 34,000.00

    Security Description PLUG PWR INC.
    EXECUTED 100% AGENCY. WE MAKE A MARKET IN THIS ISSUE
    CLIENT ENTERED.
    PRICE SHOWN IS AN AVERAGE PRICE. DETAILS REGARDING ACTUAL.
    PRICES, REMUNERATION AND THE CAPACITY IN WHICH ML ACTED ARE
    AVAILABLE UPON REQUEST.
    ML ACTED AS AGENT.


    SEE ABOVE FOR TRANSACTION
    DETAILS
    Security PLUG
    CUSIP 72919P202


    One of many purchases made throughout the fall. Mostly 50,000 size. Total position 500,000 shares.
    Traded out of 150,000... Bought back yesterday at average price of 6.15 approx., back to 500K size.
    If you are short this stock you'd better have a shovel to dig yourself out or bury yourself.
    I was unable to comment prior to my retirement in the brokerage trade due to SEC regs, now retired...
    Mar 19 12:10 PM | 1 Like Like |Link to Comment
  • Plug Power: Risks Still Remain With The Shorts [View article]
    Bought total of 500,000 shares at a price of slightly over 1.00. Sold earlier purchase recently, cost base of 0.80 at an average price of 8.00. A TEN-Bagger. With intra-day trading included, approx. profit $1.2 Myn. Still hold 350,000 shares, will add on sufficient weakness to this position.
    Best analogy to this company is the earliest days of Xerox Corp, formerly Haloid. Discovered the process in 1946, lost money for 13 years in product development. First product in 1959, breakthrough product in 1961. Revenues went up by TEN FOLD in 5 years, once product development was complete and market niche found. EXPLOSIVE growth realized; this one seems to have similarities. Stock went to the Moon, then higher. Competition finally caught them by mid-70's, but they owned the market for over a decade. Early and/or steadfast investors became multi, multi-millionaires. Shorts lost their shorts, shirts, and everything else. Smiling with a huge profit on the sidelines with some cash, happy to by more at the right price. Check other stock price histories of success stocks; Amgen wandered for over 10 yrs. waiting, as did Intel, IBM, many others. I truly believe they have niche, that is capable of becoming a moat, with a Triple A customer base that is clamoring for an alternative to what they use, and NO competition and over a hundred patents.
    I am an experienced, successful investor of nearly 40 years, and one like this comes along perhaps once in a generation. LONG, and NO B.S.
    Mar 17 03:37 PM | Likes Like |Link to Comment
  • Plug Power: Risks Still Remain With The Shorts [View article]
    Reason # Twenty Something...
    Don't need to forecast EBITDAS, just forecast EBID_AS. Take the "T" (taxes) out of the formula. PLUG has cumulative losses of +/- $850Million over the past 15 years, but this is NOT a negative as some have been suggesting. TAX-LOSS CARRY FORWARDS ! This is a HUGE positive going forward, an "asset". Once they turn profitable, probably this year, they will NOT have to pay any taxes for many years.
    This company can/will ultimately grow faster without a tax burden millstone around their neck, able to plow more $$ into marketing, R&D, new markets, etc. faster than any competition that may be wanting to enter. LONG, several hundred thousand shares. Will buy more on any substantial dip. Have visited the plant, been investigating the industry and this company for many years. Still on the ground floor of a huge market potential.
    16 Mar, 12:22 PMReply! Report AbuseLike0
    Mar 17 07:09 AM | Likes Like |Link to Comment
  • Plug Power: Risks Still Remain With The Shorts [View article]
    Reason # Twenty Something...
    Don't need to forecast EBITDAS, just forecast EBID_AS. Take the "T" (taxes) out of the formula. PLUG has cumulative losses of +/- $850Million over the past 15 years, but this is NOT a negative as some have been suggesting. TAX-LOSS CARRY FORWARDS ! This is a HUGE positive going forward, an "asset". Once they turn profitable, probably this year, they will NOT have to pay any taxes for many years.
    This company can/will ultimately grow faster without a tax burden millstone around their neck, able to plow more $$ into marketing, R&D, new markets, etc. faster than any competition that may be wanting to enter. LONG, several hundred thousand shares. Will buy more on any substantial dip. Have visited the plant, been investigating the industry and this company for many years. Still on the ground floor of a huge market potential.
    Mar 16 12:22 PM | Likes Like |Link to Comment
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24 Comments
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