Plug Power Aktie – Neuer Deal und Blow-Out? (Seite 4) | Diskussion im Forum

[ssb-security]

Antwort auf Beitrag Nr.: 73.171.396 von Biologe_1 am 27.01.23 07:15:39

Zitat von Biologe_1: In einem Business Update am Donnerstag sagte Plug Power CEO Marsh, dass der Werksvertrag mit Fortescue gescheitert sei.
„Erstens entschieden wir, dass wir keine Fabrik mit ihnen bauen wollten, weil wir die Wirtschaftlichkeit sahen, wir könnten es besser machen“, sagte Marsh laut einer Niederschrift der Telefonkonferenz mit Analysten.
Quelle Reuters

Klartext: Die Aktie stürzt um 7% ab, weil sich PP gegen einen Lieferanten mit dem Hinweis entschieden hat, eine bessere Lösung zu finden ...

[Biologe_1]

In einem Business Update am Donnerstag sagte Plug Power CEO Marsh, dass der Werksvertrag mit Fortescue gescheitert sei.
„Erstens entschieden wir, dass wir keine Fabrik mit ihnen bauen wollten, weil wir die Wirtschaftlichkeit sahen, wir könnten es besser machen“, sagte Marsh laut einer Niederschrift der Telefonkonferenz mit Analysten.
Quelle Reuters

[faultcode]

nirgendwo - außer im Kryptobereich - laufen so viele Angeber herum wie im Bereich "Green Energy" im weiteren Sinne:

27.1.
Fortescue partner pulls plug on electrolyser factory
https://www.afr.com/companies/energy/fortescue-partner-pulls…
...
Fortescue Metals has lost its partner in the $116 million hydrogen electrolyser factory that will underpin its push into clean energy because of concerns about the economics of the Queensland project.

US hydrogen company Plug Power was supposed to be Fortescue’s 50:50 joint venture partner in what has been touted as the “world’s largest” electrolyser factory near Gladstone, but Plug chief executive Andrew Marsh confirmed on Thursday his company had withdrawn.

“On Fortescue ... we decided we didn’t want to build a factory with them because we saw the economics; we could do better,” he told investors.
...

[faultcode]

Antwort auf Beitrag Nr.: 67.275.393 von faultcode am 03.03.21 00:03:11

bei $PLUG wäre mal wieder ein Gap zu schließen mittelfristig:

[faultcode]

Antwort auf Beitrag Nr.: 67.486.574 von faultcode am 16.03.21 23:46:35

pssst -- "drüben" wird seit 2 Jahren das Geld verdient, bei NatGas (*):

9.5.
Plug Power Inc. stock fell more than 6% in the extended session Monday after the hydrogen fuel-cell company reported a wider-than-expected quarterly loss and revenue was below expectations, saying that higher natural-gas prices have hit its margins.

Plug Power lost $157 million, or 27 cents a share, in the first quarter, compared with a loss of $61 million, or 12 cents a share, in the year-ago period. Revenue rose 96% to $141 million. Analysts polled by FactSet expected Plug Power to report a loss of 16 cents a share on sales of $145 million.

Margins in its fuel business remain under pressure, Plug Power said, thanks to higher natural-gas prices, which are associated with hydrogen molecule costs.

The company is focusing on reducing logistics costs and improving its systems "to mitigate some of these commodity and inflationary pressures in the near term," Plug Power said in a statement. Shares of Plug Power ended the regular trading day Monday down 14%.

Plug Power posts wider loss, lower sales in Q1, pinning it on rising nat gas prices
https://www.marketwatch.com/story/plug-power-posts-wider-los…


(*) FCG -- First Trust Natural Gas ETF -- vs -- $PLUG:

[faultcode]

Antwort auf Beitrag Nr.: 67.275.393 von faultcode am 03.03.21 00:03:11

16.3.
Plug Power to restate financial statements, stock plunges
https://www.marketwatch.com/story/plug-power-to-restate-fina…
...
Plug Power Inc. stock fell more than 10% in the extended session Tuesday after the fuel-cell company said it will have to restate financial statements for fiscal years 2018 and 2019 as well as some recent quarterly filings.

Plug Power said it spotted errors in accounting mostly related to non-cash items, including how it classified some costs, which resulted in fewer research-and-development expenses and a corresponding increase in cost of revenue; the reported book value of right-of-use assets; loss accruals for certain service contracts; and impairment of some long-term assets.

It did not detect misconduct, it said.

“The accounting related to the restatement is complex and technical and involves significant judgments in how to apply U.S. GAAP, given the innovative nature of the company’s business and its leading position in a new and rapidly developing industry,” Plug Power said in a statement.


The company will also restate quarterly filings for 2019 and 2020. As a result of the corrections, Plug Power will not file its form 10K by Tuesday as planned, it said. It said it will do so “as soon as possible.”

“The revised accounting will change how the company accounts for certain transactions and items, but is not expected to impact the company’s cash position, business operations or economics of commercial arrangements,” Plug Power said.

The company said it continues to expect to meet some of its previously stated targets, including gross billings of $475 million in 2021, $750 million in 2022 and $1.7 billion in 2024.

Plug Power also said that at the time it released fourth-quarter and full-year 2020 results, and before the audit, no material issues were raised. After the February results and in the course of preparing the audit, however, both the company and auditor KPMG identified the issues, which did not “result from any override of controls or misconduct.”
...

=> und warum fällt das jetzt erst auf?

Plug Power ist seit 1999 börsennotiert:

[faultcode]

Antwort auf Beitrag Nr.: 67.275.231 von faultcode am 02.03.21 23:25:54

ich habe auch schon eine Idee, wie das hier mittelfristig weitergehen wird:

[faultcode]

Antwort auf Beitrag Nr.: 67.199.622 von faultcode am 25.02.21 14:58:40

PLUG wird nicht rechtzeitig fertig:

March 2, 2021
...
The Company requires additional time to complete the procedures relating to its year-end reporting process, including the completion of the Company’s financial statements and procedures relating to management’s assessment of the effectiveness of internal controls, and the Company is therefore unable to file the Form 10-K by March 1, 2021, the prescribed filing due date.
...
https://www.sec.gov/Archives/edgar/data/1093691/000110465921…

[faultcode]

Antwort auf Beitrag Nr.: 66.625.907 von faultcode am 27.01.21 00:13:56

Hydrogen technology provider Plug Power reported a $1.12 per share loss from negative $316 million in sales for the fourth quarter—a disappointing result that requires some explaining.

“Reported revenue and results were negatively impacted by certain costs of $456 million recorded in the fourth quarter, the majority being noncash charges related to the accelerated vesting of a customer’s remaining warrants,” reads the company’s fourth quarter letter. “Given the expenses for this customer program have been fully expensed, the Company’s go forward reported results should be easier to understand.”

Plug customers Amazon.com (AMZN) and Walmart (WMT) have warrants to purchase Plug stock that they have received for ordering equipment. It’s a little like a rebate customers sometimes get for buying a TV.

Wall Street had expected about $87 million in sales and a loss of 12 cents a share.

The company wasn’t immediately available to comment on the accounting for customer warrants. A conference call to discuss the earnings was scheduled for at 8:30 a.m. Eastern time.
...

25.2.
Plug Power Stock Falls After Posting Negative Sales
https://www.marketwatch.com/articles/plug-power-stock-falls-…


So, so - ein TV-Verkäufer ist das hier

[faultcode]

Antwort auf Beitrag Nr.: 66.594.056 von faultcode am 25.01.21 13:38:37

..und hier ist der Grund: Public Offering

https://www.ir.plugpower.com/Press-Releases/Press-Release-De…


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