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D00ner

D00ner
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  • Durata closes higher on CEO's purchase [View news story]
    WHAAAAAT? Somebody found some loose change in the couch?
    Seriously, such a small purchase... not an indication of conviction.
    Discouraging, and I am a BULL on DRTX.
    Jun 13 09:37 PM | Likes Like |Link to Comment
  • Plug Power, Ballard Power, FuelCell fall as peer files for bankruptcy [View news story]
    dog eat dog; only the strong (have a cash hoard) will survive. Stock offerings look more positive from that view, still long PLUG.
    May 2 12:39 PM | 3 Likes Like |Link to Comment
  • Plug Power plunges nearly 8% on secondary offer, short sales [View news story]
    Hotel California? Down roughly 4%. They stab it with their steeley knives, but they just can't kill the beast !- The Eagles. To the 30+% shorts: this voting machine still seems to hang around; perhaps it is YOU who can check out any time you want, but you can never leave...???
    Apr 23 04:05 PM | 3 Likes Like |Link to Comment
  • Plug Power announces stock offering, -6.7% AH [View news story]
    Buy at 6, sell at 8. Trade it ! Third time ! Keep some for the long term also.
    Apr 22 05:54 PM | 1 Like Like |Link to Comment
  • 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 | 6 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
COMMENTS STATS
28 Comments
71 Likes