Plug Power Inc (PLUG)

I was joking, because Jack said:

EVERY TIME A PLUG CEO SPEAKS ....

PLUG's Share Price Crashes.

Yes..because whenever you announce good news and the pps drops like a rock, it’s always a buying opportunity…lol

Or you MIGHT try to find out FIRST why the stock dropped…

Buying opportunity???

EVERY TIME A PLUG CEO SPEAKS ....

PLUG's Share Price Crashes.

A Message from Our CEO on the Orica Announcement

Amit Dayal had a price target of $78 at the beginning of 2023. He lowered it to $27 in October of that year, and two months later dropped it to $18. Now he is down to $7. I see a trend developing.

above from another message board post just now.

still looks to me like a lot of these alt energy stocks are just being played...analysts upgrading fcel causing the pps to rise but them and clients selling into it...fcel pps bouncing around like a yoyo...BE constantly going from $250 to $300...or $235 to $345 then back down to $250...and all fairly quickly...plug putting out good news and dropping almost 8%?...and all these companies selling shares for cash...

looks like a lot of speculation but no real conviction...cant continue like this...will have to break out of this either to the upside or downside...

$PLUG Amit Dayal — H.C. Wainwright ? $7 price target (Buy)
B. Riley Securities (Ryan Pfingst) ? raised target to $5 (Buy)
Roth MKM (Craig Irwin) ? raised target to $5 (Buy)

Selling calls to gullible longs or buying puts betting on the downside might be the real money maker.
Especially since shorts can borrow shares and apply downward pressure so cheaply.

Nothing wrong with gambling long, but might as well make money on the downside potential.

A lot of stocks are down for no good reason, but money moving out of certain sectors just to make money by those that control and manipulate the market.

well its not like no one is aware of this news...23 mil shares have traded so far but the pps is down over 5%...

the news was good...so..........?

That is good verified news they need. I'm hoping the margins are good on this deal for Plug. Slow and steady to profits in 2028. This is good going into earnings next month and part of my trade thesis. Maybe it gets back to $0 to $.50 for a nice gain. I suspect after earnings, unless a deal like AG actually goes to FID, which I still doubt ever happens, then things could change. If not or they issue more shares then it sells off again.

Plug Power secures 50MW electrolyzer contract for major Australian hydrogen hub (PLUG)July 7, 2026 8:49 AM
IH Market News Plug selected for flagship renewable hydrogen development Plug Power Inc. (NASDAQ:PLUG) has been awarded a contract to supply a 50-megawatt electrolyzer system for the Hunter Valley Hydrogen Hub (HVHH) in Newcastle, New South Wales, following the project’s final investment decision (FID), the company announced. The hydrogen hub is being developed by Orica, the global mining and infrastructure solutions group, and will be built alongside the company’s existing ammonia production facility on Kooragang Island. Powered by renewable electricity, the project will generate hydrogen through electrolysis, allowing Orica to gradually replace natural gas used in the manufacture of ammonia and ammonium nitrate. Project aims to reduce natural gas consumption Once fully operational, the Hunter Valley Hydrogen Hub is expected to produce around 4,700 tonnes of renewable hydrogen annually. The facility is projected to replace approximately 7.5% of the natural gas currently consumed at Orica’s manufacturing site. HVHH is the largest renewable hydrogen project in Australia to reach a final investment decision and is also the first initiative supported under Australia’s Hydrogen Headstart programme to move into the construction and execution phase. The programme, administered by the Australian Renewable Energy Agency (ARENA), has allocated AU$432 million in production credits to support the project. Plug to supply GenEco PEM electrolyzers Plug Power will provide its GenEco Proton Exchange Membrane (PEM) electrolyzer technology for the development. “Being selected as the electrolyzer OEM for the country’s largest renewable hydrogen project to reach FID, and the first Hydrogen Headstart project to move into the execution phase, reflects the confidence our customers place in Plug’s technology,” said José Luis Crespo, Plug’s CEO. Orica Group President for AusPac and Sustainability, Germán Morales, said Plug’s “proven track record in delivering large-scale PEM systems” played an important role in the company’s selection. Expanding global hydrogen footprint Plug said it has deployed more than 320MW of GenEco electrolyzer capacity across six continents, including previous installations in Townsville and Chinchilla in Queensland, Australia. The latest contract further strengthens the company’s presence in the global renewable hydrogen sector as large-scale clean energy projects continue to advance. The post Plug Power secures 50MW electrolyzer contract for major Australian hydrogen hub (PLUG) appeared first on US Editors. Original: Plug Power secures 50MW electrolyzer contract for major Australian hydrogen hub (PLUG)

Thi s is the good news we wanted to start the second half

Plug Power Inc. (NASDAQ: PLUG), a global leader in comprehensive hydrogen solutions for the hydrogen economy, today announced that the 50-megawatt (MW) Hunter Valley Hydrogen Hub (HVHH) project in Newcastle, New South Wales, Australia, has reached final investment decision (FID), moving the project into execution and advancing the delivery of Plug's GenEco Proton Exchange Membrane (PEM) electrolyzers. The Hunter Valley Hydrogen Hub is being developed by Orica, a global leader in mining and infrastructure solutions operating across more than 100 countries.

https://ih.advfn.com/p.php?pid=nmona&article=98877971&symbol=PLUG

https://www.plugpower.com/a-message-from-our-ceo-on-the-orica-announcement/

More information
https://edge.sitecorecloud.io/oricaaustraf332-oricaxmcloud01d-productionae9b-32b6/media/project/orica/orica/resources/news/2026/hvhh/hvhh-fact-sheet-2026.pdf

1. Fuel Cell Products

These convert hydrogen into electricity.

GenDrive®

Hydrogen fuel cell power units that replace lead-acid batteries in electric industrial vehicles.

Applications include:

Class 1 forklifts
Class 2 forklifts
Class 3 pallet jacks
Class 6 industrial vehicles
Automated Guided Vehicles (AGVs)
Autonomous Mobile Robots (AMRs)
Ground support equipment at airports

Models include:

Series 1000
Series 2000
Series 3000

These are Plug's flagship products and have accumulated over a billion operating hours.

GenSure®

Stationary hydrogen fuel cell systems for backup and primary power.

Markets:

Telecommunications
Utilities
Data centers
Government
Military
Rail
Critical infrastructure
Microgrids

Products include:

W-Scale systems
Modular stationary power solutions

ProGen®

Fuel-cell engines designed for mobility OEMs.

Applications include:

Delivery vans
Commercial vehicles
Robotics
Airport vehicles
Specialty vehicles
Heavy-duty transportation

These are sold as propulsion systems rather than complete vehicles.

2. Green Hydrogen Production
Liquid Green Hydrogen

Plug produces and sells liquid hydrogen from its production plants.

Customers include:

Warehouses
Industrial users
Mobility fleets
Stationary power customers

Hydrogen is supplied under long-term contracts.

3. Electrolyzers
GenEco®

PEM electrolyzers that produce green hydrogen using renewable electricity.

Applications:

Steel
Fertilizer
Refineries
Chemicals
Energy storage
Power-to-X
Industrial decarbonization
Hydrogen hubs

Offerings range from smaller industrial systems to multi-megawatt installations.

4. Hydrogen Infrastructure
GenFuel®

A complete hydrogen fueling platform including:

Hydrogen delivery
Hydrogen storage
Hydrogen dispensing
Hydrogen generation
Fueling stations
Compression
Site engineering
Construction
Commissioning

Plug designs, builds, and operates hydrogen fueling sites for customers.

5. Hydrogen Transport

Plug manufactures and supplies equipment for transporting hydrogen, including:

Cryogenic trailers
Liquid hydrogen trailers
Mobile storage equipment
Distribution systems

These support hydrogen delivery from production plants to customer sites.

6. Hydrogen Storage

Storage solutions include:

Liquid hydrogen tanks
Gaseous hydrogen storage
Storage cabinets
Industrial storage systems
Turnkey storage installations

Capacities range from tens of kilograms per day to several thousand kilograms per day.

7. Hydrogen Liquefaction

Plug designs and supplies:

Hydrogen liquefiers
Cryogenic process systems
Liquefaction plants

These convert gaseous hydrogen into liquid hydrogen for efficient transport and storage.

8. Turnkey Solutions
GenKey®

Plug's "everything included" offering bundles:

Fuel cells
Hydrogen supply
Fueling stations
Installation
Engineering
Service
Monitoring
Maintenance

Customers receive a single integrated hydrogen solution instead of sourcing each component separately.

9. Aftermarket Services
GenCare®

Lifecycle support includes:

Preventive maintenance
Remote monitoring
IoT diagnostics
Spare parts
Repairs
On-site technicians
Fleet optimization
Performance monitoring

This creates recurring service revenue after equipment is deployed.

10. Engineering Services

Plug provides engineering and project services such as:

Hydrogen system design
Site planning
EPC support
System integration
Project management
Installation
Commissioning

11. Renewable Energy Integration

Solutions include:

Renewable-powered hydrogen production
Grid balancing
Renewable energy storage
Power-to-hydrogen systems

These help customers use excess renewable electricity to produce hydrogen.

12. Industrial Decarbonization

Plug serves industries including:

Steel
Chemicals
Fertilizer
Refining
Manufacturing
Food processing

Its offerings combine electrolyzers, hydrogen supply, and infrastructure to reduce emissions.

13. Mobility Solutions

Plug supports hydrogen-powered:

Forklifts
Warehouse fleets
AGVs
AMRs
Airport ground equipment
Commercial vehicle fleets
Fleet fueling infrastructure

14. Stationary Power Solutions

Applications include:

Backup power
Prime power
Microgrids
Capacity firming
Grid resilience
Emergency power

Target customers include utilities, telecom providers, governments, and data centers.

Plug's business model at a glance
Category Main Offerings
Fuel Cells GenDrive, GenSure, ProGen
Hydrogen Production Green hydrogen, liquid hydrogen
Electrolyzers GenEco
Fueling GenFuel
Storage Tanks, cabinets, cryogenic systems
Transport Hydrogen trailers, logistics equipment
Liquefaction Liquefiers and cryogenic plants
Turnkey Solutions GenKey
Services GenCare, maintenance, monitoring
Engineering EPC, commissioning, system integration

One of Plug's distinguishing features is that it aims to participate in nearly every step of the hydrogen value chain—producing hydrogen, liquefying it, transporting it, storing it, dispensing it, converting it to electricity with fuel cells, and supporting customers throughout the lifecycle—rather than focusing on a single product category.

First green hydrogen flows from 5MW Dutch project as construction continues

https://www.gasworld.com/story/first-green-hydrogen-flows-from-5mw-dutch-project-as-construction-continues/2253722.article/

Around 25kg of green hydrogen has been produced at the H2 Hollandia project in Drenthe using a 5MW Plug Power electrolyser, while work continues on installing the compressor and hydrogen filling systems.

The Secret Hydrogen Factory Every Oil Refinery Depends On

The Hidden Hydrogen Furnace That Could Replace Natural Gas

Wow !  Too Bad PLUG is not involved in this huge project.
Too Bad this huge project keeps being scaled back due to poor economics.

Why Everyone Is Watching NEOM's Hydrogen Project?

BB - Plug doesn't have a play in AI or Data Centers because their products and solutions are way too expensive.

Steve - But RNG is Carbon negative.

AI-driven capital spending is exploding. Hyperscale tech companies are projected to spend $670B–$754B on AI infrastructure this year, powering tech, industrials, and semiconductor profits. $PLUG

BB- If they use natural gas versus renewables then it is not really clean now is it?

$PLUG 🌍 Hydrogen: The Carbon-Reduction Superweapon
Heavy industry, shipping, aviation, steel, chemicals — these sectors can’t decarbonize with batteries alone. Hydrogen is the only scalable, high-power, zero-carbon fuel that can replace fossil fuels in these hard-to-abate industries.

Macro tailwinds:

Global carbon-neutral commitments

Government incentives for green hydrogen

Corporate ESG pressure driving adoption

Hydrogen isn’t just another clean fuel — it’s the decarbonization backbone for the industrial world.

Zero-emission mandates Creates guaranteed demand across transportation & logistics
Grid modernization Hydrogen becomes the long-duration storage solution
Industrial decarbonization Steel, chemicals, shipping, aviation all need hydrogen
Global policy support Billions in incentives, subsidies, and infrastructure funding
Fuel cell scalability Expands into vehicles, data centers, microgrids, and more $PLUG

$PLUG 🌱 Clean Air: Zero-Pollution Power
Hydrogen fuel cells generate electricity without burning anything, which means no smog-forming pollutants and no particulate emissions. The only byproduct is water vapor. For cities, transit systems, warehouses, and ports, hydrogen offers a path to quiet, exhaust-free operation that dramatically improves local air quality.





⚡ Energy: A Flexible, High-Power Clean Fuel
Hydrogen is one of the few clean energy carriers that can deliver high power, fast refueling, and long-duration storage. It fills the gaps left by solar and wind by storing excess renewable electricity and releasing it later as reliable, dispatchable power. That makes hydrogen a powerful tool for stabilizing the grid and replacing diesel generators, industrial fuels, and even aviation fuels.

Key strengths:

Rapid refueling and high energy density

Works across transportation, industry, and grid storage

Enables round-the-clock renewable energy

🌍 Carbon: A Direct Path to Deep Decarbonization
Hydrogen — especially green hydrogen made from renewable electricity — can replace fossil fuels in sectors that are notoriously hard to decarbonize. Steelmaking, shipping, heavy trucking, chemical production, and backup power can all shift to hydrogen, slashing CO2 emissions and reducing dependence on oil and natural gas.

Carbon wins:

Cuts greenhouse gases across multiple industries

Unlocks renewable overproduction for storage

Reduces fossil-fuel consumption and imports

🔋 Sustainable Fuel Cells: Clean, Efficient, Scalable
Hydrogen fuel cells convert hydrogen into electricity with high efficiency, minimal maintenance, and near-silent operation. They’re already powering vehicles, forklifts, data centers, and microgrids. As production scales and costs fall, fuel cells become one of the most sustainable ways to deliver clean, on-demand electricity.

Where fuel cells shine:

Transportation fleets

Backup power for critical infrastructure

Industrial equipment

Combined heat and power systems

📊 Quick Snapshot: Why Hydrogen Is Bullish
Hydrogen Benefit Clean Air Energy Carbon
Zero-emission fuel cells No pollutants Quiet, reliable power CO2-free operation
Long-duration storage Cleaner backup systems Stabilizes renewables Enables deep decarbonization
Domestic production Less diesel use Energy independence Lower oil reliance
High efficiency Less waste Better grid support Reduced lifecycle emissions

Really BAD NEWS :
https://cleantechnica.com/2026/07/01/hydrogen-demand-shrinks-counted-properly/

Thanks. Makes sense.

Good Luck, Curt, but you should know that Plug doesn't have a play with data centers.

Yes, hydrogen fuel cells work, but there are several better, cheaper alternatives that the data centers are choosing.

This is why Cummins, CAT, GEV, Bloom and FCEL are at ALL TIME HIGHS, and Plug is $2.65.

I took a position here a couple days ago. See where this can go with the Data Center explosion.

$PLUG Why the Fuel Cell Energy market is accelerating
AI data centers are creating massive new demand for on-site power.

Governments (U.S., EU, China, Japan, Korea) are pushing hydrogen adoption.

Fuel cells offer high efficiency, low emissions, and fast deployment compared to grid upgrades.

That’s a lot more reasons than I had, but hey, can’t complain. When Berkshire bought a company that my son used to work for, I knew this sector is in its infancy of its growth and significance.

1 reason Plug is at $2 and not $200. The bottom line to companies is cost. Until Plug can compete on end user cost it will remain at best a niche company. I would like to hear some news on the supposed new materials reducing cost and where that is currently. I would like to see this company succeed beyond just survival.

$PLUG Goldman Sachs estimates hydrogen could be a $12 trillion global market over the next few decades .

It’s somewhere between that and a Nobel Prize.

 rick - Is that like the participant trophy we give the kids in peewee soccer ?

🚀 100 Solid Reasons $PLUG Is Super Bullish
🌱 Hydrogen Market Tailwinds (1–15)
Global hydrogen demand — surging due to decarbonization mandates worldwide.

Green hydrogen incentives — IRA + EU subsidies massively reduce cost curves.

Industrial decarbonization — steel, ammonia, and chemicals shifting to H2.

Transportation adoption — heavy trucks, forklifts, and fleets increasingly hydrogen-powered.

Energy security push — nations want domestic hydrogen production.

Hydrogen storage advantages — long-duration storage beats batteries.

Hydrogen export markets — EU/Asia importing green H2.

Corporate net-zero mandates — Fortune 500 companies adopting H2.

Hydrogen pipeline buildout — infrastructure expansion underway.

Hydrogen blending in gas grids — utilities testing 5–20% blends.

Hydrogen for data centers — AI workloads driving alternative power demand.

Hydrogen for backup power — zero-emission alternative to diesel gensets.

Hydrogen for ammonia — huge growth in green ammonia production.

Hydrogen for mining — decarbonizing heavy equipment.

Hydrogen for aviation — long-term demand from sustainable aviation fuels.

⚡ Electrolyzer Business Momentum (16–30)
Explosive electrolyzer demand — global market expanding double digits.

PLUG’s 345% YoY electrolyzer growth — cited in Zacks report.

320+ MW deployed globally — strong installed base.

8B+ project pipeline — massive future revenue visibility.

GenEco PEM leadership — competitive PEM technology.

275 MW FEED contract in Canada — one of the largest ever.

30 MW UK electrolyzer contract — major European win.

Industrial hydrogen adoption — steel, ammonia, mining.

Electrolyzer cost curve decline — improving margins.

Global PEM preference — PEM favored for flexibility.

Hydrogen hubs funding — electrolyzer demand catalyst.

EU electrolyzer mandates — 40 GW target by 2030.

Corporate electrolyzer adoption — mining, chemicals, energy.

PLUG’s turnkey solutions — full-stack offering.

Electrolyzer export opportunities — global demand beyond US.

🏗️ Major Project Wins & Contracts (31–45)
Hy2gen Canada FEED — 275 MW system.

Barrow-in-Furness UK project — 30 MW electrolyzer supply.

PJM power auction entry — 250 MW hydrogen-based electricity.

Data center power partnerships — engaging utilities & operators.

Walmart partnership — long-standing anchor customer.

Material handling dominance — forklifts & warehouses.

Hydrogen plant buildouts — expanding production footprint.

Ammonia project integrations — FEED + electrolyzer supply.

Mining sector contracts — decarbonized ammonium nitrate.

Government-backed projects — IRA + DOE support.

Long-term power arrangements — utilities + data centers.

Hydrogen mobility projects — transport sector.

Backup power deployments — GenSure adoption.

European expansion — UK, France, Germany.

Canadian expansion — major FEED + ammonia projects.

📈 Financial & Operational Improvements (46–60)
22% YoY revenue growth — Q1 2026 improvement.

12.9% revenue growth in 2025 — accelerating trend.

Positive gross margin return — highlighted by analysts.

2026 positive EBITDA target — multiple analysts cite as turning point.

Project Quantum Leap — cash burn reduction.

Inventory & capex management — improving cash flow.

Pricing actions — margin expansion.

Hydrogen production leverage — scaling benefits.

Analyst upward revisions — multiple PT increases.

Fair value estimate rising — from $2.74 ? $2.83.

EPS trend improving — narrowing losses.

Revenue estimates rising — 2026–2027 growth.

Sales growth accelerating — 14–18% forecast.

EPS revisions upward — analysts raising expectations.

Improving execution — cited by Clear Street & Susquehanna.

📊 Technical & Market Sentiment (61–75)
120% 1-year stock surge — massive momentum.

Cup-and-handle pattern — bullish breakout setup.

Golden cross formation — bullish technical signal.

Above 200-day moving average — long-term trend positive.

Supertrend bullish — technical confirmation.

Sentiment boost from Bloom Energy — industry rising tide.

Data-center power narrative — huge macro tailwind.

AI workload energy demand — drives alternative power adoption.

SB Energy IPO halo effect — boosts sector visibility.

Oracle/Nebius deals lifting sector — sentiment leader effect.

Hydrogen sector rotation — capital flowing back in.

Short squeeze potential — high short interest + catalysts.

Retail investor interest — strong social traction.

Institutional accumulation — rising fund interest.

Analyst split = asymmetric upside — “show me story” creates upside skew.

🧪 Technology & Product Strength (76–90)
Full hydrogen ecosystem — production ? storage ? fuel cells.

GenSure fuel cells — scalable backup power.

Zero-emission power systems — diesel replacement.

Proprietary PEM tech — competitive advantage.

Hydrogen liquefaction — vertical integration.

Hydrogen logistics solutions — fueling infrastructure.

Fueling stations — expanding network.

Material handling leadership — forklifts + warehouses.

Hydrogen mobility solutions — trucks, fleets.

Electrolyzer modularity — scalable deployments.

Hydrogen plant automation — cost efficiency.

Fuel cell reliability — uptime advantage.

Hydrogen purity control — critical for industrial use.

Turnkey project delivery — reduces customer friction.

Hydrogen safety expertise — essential for adoption.

🌍 Strategic Positioning & Long-Term Catalysts (91–100)
First-mover advantage — decades in hydrogen.

Global footprint — US, EU, Canada, Asia.

Government partnerships — DOE, EU agencies.

Hydrogen hubs integration — multi-state projects.

AI-driven power demand — long-term megatrend.

Data center decarbonization — huge addressable market.

Energy transition megatrend — multi-decade tailwind.

Hydrogen export economy — global trade growth.

Hydrogen replacing diesel — regulatory pressure.

Hydrogen cost parity trajectory — approaching competitiveness. PLUG

Plug recognized in the World Finance Sustainability Awards 2026

https://www.facebook.com/PlugPowerInc/posts/we-are-proud-to-be-recognized-in-the-world-finance-sustainability-awards-2026-th/1443044727856192/

Did that officially go through yet? If so, good news as it buys them a wee bit more time.

$PLUG $132.5M data-center asset monetization: Immediate liquidity boost.

No, Actually the MF usually is con Plug. I was long well before you came onboard. No way Plug becomes a Bloom without a major change to drive the cost of the hydrogen production to that of natural gas.

Switzerland's first underground hydrogen distribution network delivers clean fuel to homes and factories

https://www.facebook.com/groups/1008908201222470/posts/1240339378079350/

The article isn't misleading. It didn't say they were alike. It didn't draw the conclusion that Plug's share price will rise like Bloom's.

You're grasping again.

Because it is. They are not alike and therefore you cannot draw the conclusion one will do what the other did. It is nothing but clickbait for the hopeful.

Unlike you, I'm not grasping at anything.

The article wasn't misleading. It asked a simple question: "Could This Hydrogen Stock Follow Bloom Energy's Path to Success?". The author acknowledged the fact the companies are different, but that both companies produce fuel cell technologies capable of supplying electricity.

And, the outcome of the article:

Don't dismiss that risk. Just because Bloom Energy's bottom-line growth is now soaring doesn't guarantee that Plug Power will do the same. Again, Plug Power's hydrogen fuel cell tech is limited compared to Bloom's.

I don't see how that could even be construed as misleading.

You were grasping for something negative about the article.

Banger. -  There is NO Market for hydrogen fuel cells for backup power.There are too many better / cheaper alternatives.
And for Primary Power the story is even worse.