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I am now in. Here is the Form 10-Q, quarterly report: https://seekingalpha.com/filing/4131671 Here is the link for the clink of the Plug Power, Inc. (PLUG) CEO Andy Marsh on Q2 2018 Results - Earnings Call Transcript: https://seekingalpha.com/article/4197286-plug-power-inc-plug… Some comment from the call from Andy Marsh: " ... So we have been operating a FedEx van and actually for the last 31 days, it has been filling and running with no interaction between Plug Power and FedEx on keeping the truck on the road. We have a meeting scheduled at the end of August to talk about the rollout of the next 20 units with FedEx and Workhorse. And we should be able to provide more insight at the beginning of the third quarter, but the discussions with FedEx and quite honestly, they are quite happy with the unit. There was a presentation to the DoE and FedEx presented and one of their competitors presented a solution with fuel cells. We have been working on the program for the same time. The competitor is not even at the integration stage yet. So I think it's a statement of the capabilities Plug has developed. And one of the statements I made, which is really, I think, is critical when you think about a program like that. Plug is used to working on in operations in forklift trucks where you see 50Gs of shock and vibration. You are operating in freezers at minus 30 degrees, stay in, drive it out at 50 degrees. Quite honestly, working on these delivery vans is a dream because the environment is so stable and consistent. And these units have shock absorbers. And it's a much, much simpler application because of all the capabilities we have developed over time." " A new retailer with well over 35 distribution centers. And as we found, when you at Walmart and Amazon, both of them large retailers, large fleets, heavy usage of assets, working, in Walmart's case, working at freezers. This customer has a very, very similar profile. And we know the results we had with Walmart in improving their productivity and improving their operations and there is no reason for me to believe we can't prove that again with this customer. It's one that, quite honestly, I have been working on for five or six years. So we are really excited to bring it into the fold." China market is not fixed yet according the statement of Mr. Alan March: "I think that's a really good question, Carter. And as I have continued to take a very balanced approach to China. So many of the issue there in the press about [indiscernible] Plug Power's shareholders have invested quite heavily in. So we have been engaging with partners and we are down to two discussions at the moment with companies that we believe have similar, at least, an appreciation of Western business values from their past relationships. The process is progressing. Just knowing where we are today and just having understanding of just the legal steps and business steps that would have to be taken, I am not at the point where I am saying this is going to be the partner and I am not at the point that I am saying Plug is going to be entering this market. So I would not expect anything this year. I think part of it actually, Carter, is that the opportunity to the company are broad. I really believe we are kind of in a unique position that I don't have to do something. And the work we have done with FedEx has helped us engage with other people globally, especially in Europe and North America. And I think that I look at those opportunities, I look at the breadth in the material handling market, the ground support equipment, it won't be ready this year. But I have some really four or five active discussions going on with people who know me, in most cases. And I look at those opportunities, I think in the near-term and I am talking 2018, 2019, 2020, I think there are better opportunities. But we will continue to pursue and discuss the China. But I haven't seen a deal I want to take yet." Europe : Carrefour is doing well Q3 and Q4 will be strong And I didn't see any news here about the aquisition of American Fuell Cell a developer for Membrane Electrode Assembly technology https://seekingalpha.com/news/3361964-plug-power-acquires-am… That will support the business with FedEx and other on-rood industry businesses. |
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| aus der Diskussion: | Plug Power - Meinungen, Kommentare und Chartansichten |
| Autor (Datum des Eintrages): | Shanghai2006 (11.08.18 05:02:49) |
| Beitrag: | 5,136 von 38,738 (ID:58424871) |
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