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  • Plug Power Turning Profitable In 2016: Evidence From Probabilistic Analysis [View article]
    As we approach 2016 and the tax credits will dry up and interest rates will diminish the benefits of lease buy back, how long before bankruptcy?

    Investor equity continues to erode, financing deals are now a stretch. It is a good thing that bankers are so technically dumb not recognizing obsolete technology, and a fundamental problem with hydrogen as a viable and affordable fuel in 2016. Think about it the only reason for using a fuel cell instead of gas or electric for the lift truck is that the PLUG deal is too good to refuse in that they are eating up part of the operating cost.

    Now is the time to take your loss and balance against cap gains or simply write off $3000 per year as long as it takes. Last year it was around $3. This year it is around $2 and next year it will be less than $1. Great management moves has preserved the cash flow for the employees but the investors need to bail now.
    Nov 26, 2015. 11:12 AM | Likes Like |Link to Comment
  • Plug Power: I Dropped The Ball [View article]
    Bankruptcy has been delayed by tax credits and lease buy backs (offered by PLUG). It is a great strategy and I applaud the management. The longer you can keep the door open the longer the employees can feed the kids.

    As far as those who cover the stock and blog---why do you not tell the truth?

    PLUG is not an investment. If you already own it at inflated prices and are hoping for a surge forget it. This is the time of the year to take the tax write off and hopefully mitigate some of the cap gains.

    We all have to face the fact that we have made some bad investments in the name of risk/reward. On Thanksgiving let us be thankful for the ones that we got right.
    Nov 26, 2015. 10:18 AM | 2 Likes Like |Link to Comment
  • Amarin: Vascepa's NRx Growth Rate Is Incrementally Improving [View article]
    The product appears to work. The market appears to be small. Unless the product is prescribed as a mandatory supplement AMRN will never be a great investment. If it is prescribed for people in a certain demographic or age group that would be helpful. I cannot see this product being a staple, but I hope that I am wrong because I own it.

    As far as staying in business long enough to prove the need, I think they will survive based on what I am hearing with the metrics. So hang on and hope or add some while it is cheap.
    Nov 17, 2015. 08:25 AM | Likes Like |Link to Comment
  • Plug Power - Let's Be Honest Here [View article]
    Folks.....Please, it is all about profits not an obsolete tech business staying alive for the benefit of the employees. Not an investment for investors.
    Nov 16, 2015. 09:56 PM | Likes Like |Link to Comment
  • Amarin: Anatomy Of An Xmas Cash Biotech Play [View article]
    The product works, but does it generate revenues. I do not care about the ongoing studies and FDA anymore. If the product produced a weight loss of 10 lbs per week when used as directed with no side affects, the stock would go to 50. How about some extraordinary outcomes so that all docs prescribe this supplement?

    The product needs to either extend lives or save lives or produce a cosmetic effect for it to take off.
    Nov 15, 2015. 03:47 PM | 1 Like Like |Link to Comment
  • Plug Power Tries To Limit Share Price Damage By Announcing New Supply Deal With 3M [View article]
    Again I complement PLUG management for finding suppliers to keep the company alive and in business. I wish I were an employee and able to continue to get my salary check, maybe a bonus, and get to play the options as the stock goes up and down with every move which is blogged and discussed by hopeful investors.

    Of course I can still play the puts and calls on this stock without being employed. It appears that all the information is reported on a timely basis to all.

    Covered calls are nice when the stock is pumped up, I sell, and then the stock is never called at the strike and I get to do this over and over again. This applies when you own lots of shares because you have options grants, pension matching etc. You can sell covered calls in your retirement account so the regulations are real nice.

    Thanks to all those here who discuss all the technical stuff which is very interesting in light of the fact that the fuel cell technology has not changed in 20 years. Elon Musk could use a few of his guys being that battery technology is in about the same tank.
    Nov 15, 2015. 03:34 PM | Likes Like |Link to Comment
  • Plug Power: Same Old, Same Old [View article]
    btw---If you bought puts before the earnings report when the stock was pumped to about 2.9 and then sold the puts today when the stock is 1.9 you are talking about a nice profit. There are folks who did this. Imagine that you bought 1000 puts which is 100000 shares ---then you just made $100,000 in about 4 days. I did not check the price of the puts at 2.9 but if they were say 0.20 it would have cost you $20,000 risk. If you did just 100 puts its $2000 risk with $10,000 reward. Why mess with the underlying stock with the historical volatility well defined. I have posted that the range is 1.7 to 2.7 and it has been through that cycle twice in the last year.
    Nov 10, 2015. 11:09 PM | Likes Like |Link to Comment
  • Plug Power: Same Old, Same Old [View article]
    Who owns controlling shares at PLUG? If you control the company you can do what you wish. I suspect that I would be doing the same as Andy--making sure that my income and my future retirement were secure. Give him credit for taking care of number one and others who are keeping the cash flowing to pay the salaries of employees. Nothing wrong with that. They are not stupid, but outside investors................ won't say it.
    Nov 10, 2015. 09:29 PM | Likes Like |Link to Comment
  • Plug Power: Same Old, Same Old [View article]
    Why investors still bother discussing the redundant behavior of this equity amazes me. I considered shorting PLUG when it was pumped since I was anticipating the usual dump but I had other better plays for my options. I suspect that PLUG folks bought PUTS and cashed in yesterday.

    I guess that the folks who post here regularly are in denial and continue to dream the impossible dream- that the stock will return to overpriced values. The company is simply a vehicle to provide compensation to the management without regard to the investors. If you want to make money trade the options and take advantage of the volatility. Forget about the underlying stock.
    Nov 9, 2015. 09:59 PM | Likes Like |Link to Comment
  • Cummins: Newest 2015 Dividend Machine [View article]
    I do not sell calls on stocks that pay a dividend over 3, unless I feel that their is no long term growth potential. CMI falls into my buy and hold category and I have added to my holdings this year. I acquired more CMI by selling puts, buying at a discount from the strike. The stock went down but so did the market. I am bullish on CMI for the next 5 years and believe that it will double once the global economy starts to pick up.
    Nov 9, 2015. 10:05 AM | 4 Likes Like |Link to Comment
  • Notable earnings before Tuesday’s open [View news story]
    CMI is a great buy because of its payout history and it continues to raise dividends.
    It is not a short term pump and dump. It is something that should be added to most portfolios, like IRAs, and simply hold.

    The forecast for premier engine builders is very bullish despite Wall Street grades. It is just horse sense. Buy and hold and forget about the reports for at least 2 years. It will double.
    Oct 26, 2015. 06:58 PM | 3 Likes Like |Link to Comment
  • Westport, Gazprom sign deal to develop natural gas vehicles in Russia [View news story]
    Oil will increase due to demand but the supply is increasing as well. It will be interesting to see where it settles out but my guess is around 70. Natural gas will eventually take over the long haul trucking in my view since maintenance costs will be substantially lower. Once the infrastructure is in it will never change back to diesel. WPRT is probably one of the most disappointing stocks that I have ever owned. Great potential but no clue how to leverage the technology.
    Oct 22, 2015. 10:47 PM | 1 Like Like |Link to Comment
  • Plug Power Capital: Hitting The Ground Running And Then Some [View article]
    I would buy them each 10 sh of CMI which pays a 3.6% dividend and will probably double in about 2 years. It is a very safe investment with a solid balance sheet and a no brainer growth potential. It makes the best engines on the planet for gas, diesel, and natural gas. The commercial ground transportation industry can move from Cummings diesel to natural gas when the infrastructure is in place and the operating costs will significantly decrease. Russia will be moving to NG vehicles in the next few years. China the same. Cummings covers all options except the joke----electric vehicles which of course require coal fired electricity unless we go nukes (ha ha with the wackos we have in America)
    Oct 15, 2015. 10:44 PM | Likes Like |Link to Comment
  • Plug Power Capital: Hitting The Ground Running And Then Some [View article]
    It just confirms that the business model at this stage for the mature PLUG is to stay afloat, meet the payrolls of the rank and file, make some money on options, and run up the legitimate expense accounts enjoying the ride. There is not an investment anymore.
    Oct 15, 2015. 10:34 PM | Likes Like |Link to Comment
  • Plug Power Capital: Hitting The Ground Running And Then Some [View article]
    All this talk about leasing. Hey we did that 20 years ago to stay afloat. We sold the buildings and the parking lot and leased them back to get cash. PLUG will do the same to meet the payrolls. They have to live. God bless these guys.

    For the rest of you get real----this is not an investment anymore.
    Oct 12, 2015. 01:56 PM | Likes Like |Link to Comment