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gmajesko

gmajesko
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  • Up Next For Plug Power - Home Depot, Target, And Breakeven? [View article]
    Good luck to all those who bought PLUG over 1 dollar. Maybe pigs will fly.
    Aug 27, 2015. 07:57 AM | 1 Like Like |Link to Comment
  • Up Next For Plug Power - Home Depot, Target, And Breakeven? [View article]
    All true as long as your business plan is to become profitable and to return the value to the investors. However if your business plan is to meet the payroll, reward the executives, spend like a drunken soldier for deductible selling expenses, give back to customers to seal sales deals etc., then all of the above does not matter to the investor.

    Your comments assume that PLUG wants to become profitable and pay the government taxes. What if they just want to pay themselves and enjoy the perks of being capitalists?

    There is money to be made for investors in PLUG. I have taken profits doing short positions and buying puts. I guess if I owned the stock, there also would be opportunities to pump the stock and sell covered calls.

    I find most of the blogs here are from very naïve people. Some understand business metrics and some are techies. I am both. I have done what PLUG now does and I will tell you not to go long on PLUG.
    Aug 24, 2015. 08:26 AM | Likes Like |Link to Comment
  • Up Next For Plug Power - Home Depot, Target, And Breakeven? [View article]
    Matt, still has not answered my question on how many times that he has been wrong. My count is 5 since I have been on this site.

    Think about it folks. You have Matt, villagegolfer and others who appear to be totally insane and continuously wrong and you have me who has been continually right.

    When I said that PLUG would go to 1.5 was I stretching? I said that when the stock was 2.7.

    Bankruptcy is still a long way off so hang on and enjoy the ride down the hill.
    Aug 23, 2015. 10:03 AM | 2 Likes Like |Link to Comment
  • Up Next For Plug Power - Home Depot, Target, And Breakeven? [View article]
    Matt, seriously? How many times have you blogged and been wrong. 5 or 10.
    Aug 22, 2015. 08:21 PM | 2 Likes Like |Link to Comment
  • Plug Power Turning Profitable In 2016: Evidence From Probabilistic Analysis [View article]
    Too bad you did not pay attention to my comments here for nearly a year. I told folks that I worked for a company like PLUG and knew how to keep the cash flowing so we could meet the payroll. We did not take advantage of investors since the company was privately held but we did an Enron scheme where we put company stock as the match in the 401k. I was against that scheme and left. Everything was legitimate. It was business and unfortunately many investors do not understand the free market system. If I were President I would demand that we teach it in school instead of brainwashing kids with Socialism. We have a stupid generation of millenials and I am not afraid to say it.
    Aug 22, 2015. 08:12 AM | Likes Like |Link to Comment
  • Plug Power updates on Wal-Mart relationship [View news story]
    Try shorting. Joe Kennedy made more shorting in the 30's than he did bootlegging.

    Folks like me were telling you PLUG was simply a place to work and make a nice salary, bonus, and to sell puts and calls to enhance your take.

    Don't panic on the base market. Too bad you do not have cash, since there a stocks paying 4% dividends now which may double once we rid ourselves of the Socialists who are now running America. CMI is a good one if you can find some cash.
    Aug 21, 2015. 07:28 PM | Likes Like |Link to Comment
  • Plug Power updates on Wal-Mart relationship [View news story]
    Yes, I made a small bet with call options and lost a little. I expected Andy and his boys to prop up PLUG before options expirations. I guess they ran out of money after the deal in Europe.

    I no longer have a position in PLUG and already made a substantial profit a couple weeks ago when the stock went down to 2.3 selling my shorts.

    I generally play the market both ways. I recently made a big profit shorting Russia, but I lost as much (on paper) today with the market correction. Don't worry the market will not correct too much more.

    Investing is not about emotional attachments to some obsolete technology like the fuel cell.
    Aug 21, 2015. 07:22 PM | Likes Like |Link to Comment
  • Stillwater Mining: Deteriorating PGM Market Is Now In Plain Sight [View article]
    Again, we are in a worldwide recession on commodities. Everything is down even coffee. The smart investor is looking to buy low and wait.

    SWC management cut employees and is keeping costs in control. I think that they are doing a good job in a recession.

    Buy and hold.
    Aug 20, 2015. 02:08 PM | 1 Like Like |Link to Comment
  • Plug Power updates on Wal-Mart relationship [View news story]
    I will take the fuel cells that they are giving away. They work.

    As long as I get rebates and tax credits it is a good deal for BMW HONDA etc. It is a bad deal for investors who will end up eating the losses in their stock purchases. It is just that simple.

    I have no regrets that I shorted and already took my profits.
    Aug 20, 2015. 02:04 PM | Likes Like |Link to Comment
  • Plug Power updates on Wal-Mart relationship [View news story]
    The stock is heading down. The blogs which used to pump up the stock, no longer work and you would buy more if you had more money?

    Thank the Lord you are short of cash.
    Aug 20, 2015. 01:59 PM | 1 Like Like |Link to Comment
  • Plug Power updates on Wal-Mart relationship [View news story]
    I guess the blogs no longer work. Stock has now hit a new bottom plateau at 2.2 whereas before it was 2.5.

    I have a lemonade stand where I sell the product below cost. I have increased my customers by 100%.

    At the other stand I formed a corp called FUG and sell at a profit. However I just bought a Lamborgini for all the salesman and the corp is reporting a loss.

    I can reduce my SG&A but I won't as long as I can suckers to buy FUG
    Aug 19, 2015. 02:48 PM | 3 Likes Like |Link to Comment
  • Plug Power Turning Profitable In 2016: Evidence From Probabilistic Analysis [View article]
    Yes, I have been saying this for a year. Look at the increase in SG&A and then compare it to increases in revenue.

    They are producing the product at a good operating margin and then they spend it ---probably on themselves.

    I trade options and make money whether an equity goes up and down. Right now I am waiting for some cuts in SG&A to move PLUG to profitablilty.

    Once again the product is not high tech, it is mature.
    Aug 18, 2015. 12:39 PM | 1 Like Like |Link to Comment
  • Stillwater Mining: Deteriorating PGM Market Is Now In Plain Sight [View article]
    Pt and Pd are critical to autos, electronics and other consumer rated products. This is a buying opportunity.

    I worked in PGMs and know the cycle. The world economy is not good. The job participation rate in the USA is the lowest since Jimmy Carter. Help is on the way and America, being now the world's richest in energy units will prevail once the EPA is brought under control.

    Buy and hold. Wait for 2017-2018 for SWC to double or triple.
    Aug 18, 2015. 12:28 PM | Likes Like |Link to Comment
  • Plug Power Turning Profitable In 2016: Evidence From Probabilistic Analysis [View article]
    Why on earth are you guys talking tech. Fuel cells and batteries are years away from being serious power sources.

    We are talking making a profit. We are talking Andy sucking up the revenues with SG&A. Look at the two curves. They run in parallel. Give the investors something back por favor.
    Aug 18, 2015. 12:20 AM | 2 Likes Like |Link to Comment
  • Plug Power Turning Profitable In 2016: Evidence From Probabilistic Analysis [View article]
    If PLUG announces a cut in their SG&A by taking management cuts on bonus and rebates to customers, PLUG will go to 3.

    If not the revenues will continue to be eaten up by SG&A.

    So my challenge to management is REDUCE SG&A now.
    Aug 16, 2015. 07:52 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
236 Comments
269 Likes