Latest news with #Plug
The Market Online
3 days ago
- Business
- The Market Online
Plug Power's comeback, Desert Gold's crisis protection, BP's oil boom: Your triple 200% opportunity for 2025
Savvy investors see opportunities in turbulent markets: three sectors now offer explosive return potential. Hydrogen stocks are poised for a spectacular turnaround after their slump, gold is shining as a shield against crises with record prices confirming the trend, while oil is benefiting from geopolitical upheaval in the Middle East. Those who take advantage of this momentum could realize substantial gains. The key is to look for companies that have the potential to double in value. Plug Power, Desert Gold, and BP are particularly promising. Plug Power – Why the hydrogen pioneer could be on track to double in value Plug Power, an established player in the green hydrogen market with a focus on fuel cells and electrolysis technology is struggling with regulatory hurdles and liquidity concerns in 2025. This makes the massive share purchase by CFO Paul Middleton all the more remarkable. Within a few weeks, he significantly increased his stake by a total of 650,000 shares, a clear sign of confidence in the Company's future. This coincides with significant operational progress. The scaling of hydrogen production is underway, demand for solutions such as GenDrive for industrial trucks is rising, and GenEco electrolysers are finding commercial sales. In addition, the Georgia plant reported record production in April. A key driver of the recent share price surge was a billion-dollar project in Uzbekistan. Plug is supplying 2 gigawatts of PEM electrolysers for a USD 5.5 billion plant to produce sustainable fuels. This expands the partnership with Allied Green Ammonia, which was already concluded in January, by 3 gigawatts in Australia to a total of 5 gigawatts globally. Such large orders are essential to lead Plug away from niche solutions and toward industrial scaling. They demonstrate the Company's technological leadership and the confidence of major partners in Plug as a system provider for decarbonization. However, the road ahead is rocky. US regulation remains the biggest Sword of Damocles. The threat of the 45V tax credit for green hydrogen being scrapped and the Trump administration's review of a USD 1.7 billion DOE loan commitment jeopardize the national expansion strategy. Plug Power is cutting costs aggressively, reducing cash burn and aiming for gross margin breakeven by the end of the year. Liquidity is expected to be sufficient for 2025. However, political clarity in the US is needed for a real prospect of doubling. The stock is currently trading at USD 1.31, and the Company intends to resolve a share consolidation at its upcoming annual general meeting. Desert Gold – Undervalued explorer in gold stronghold In the heart of West Africa's gold belt, surrounded by producing giants such as Barrick and B2Gold, Desert Gold Ventures (TSXV:DAU) controls a huge 440 sq km exploration area in Mali. The confirmed and inferred gold resources of around 1.1 million ounces are mostly near surface. This is not only geologically promising but also has the potential to reduce future production costs significantly. The location in the highly prospective Senegal-Mali Shear Zone (SMSZ) is a major advantage, as millions of ounces of gold are already being mined there today. Desert Gold is, therefore, operating in a well-proven area. The Company is facing decisive value drivers. The preliminary economic assessment (PEA), which is expected soon, will demonstrate for the first time the economic feasibility of potential production using low-cost heap leach technology. At the same time, a planned drilling program of up to 30,000 meters is expected to upgrade the mineral resource estimate significantly. Historical drilling data acquired by the Company earlier this year indicates additional resources of nearly 500,000 ounces, which could raise the total potential to over 1.5 million ounces. Rising gold prices and increasing takeover pressure in the region are strong catalysts. Despite these prospects and a resource base in the millions, Desert Gold is currently trading at CAD 0.085, giving it a market capitalization of only CAD 20.45 million. This means the market currently values each ounce of gold in the ground at between USD 9.26 and USD 13.70, depending on whether historical discoveries are included. This is extremely low given a gold price above USD 3,400 per ounce. This huge discrepancy, combined with the strategic location next to established producers and the upcoming corporate milestones, makes the explorer a highly interesting, albeit speculative, investment. Analysts at GBC see significant upside potential here and have assigned the stock a price target of CAD 0.425. The upcoming PEA report could be the decisive trigger for a revaluation. BP – Cheaply valued with lots of potential BP shares are caught in a valuation trap. While US giants such as Exxon and Chevron are trading at a price-to-earnings ratio of around 14, BP is listed at 11. Even the price-to-sales ratio of 0.4 is well below the industry average of 1.3. This gap seems excessive, but it is deterring many investors. The reason for this is years of uncertainty. First, the leap into renewable energies, then the return to the oil and gas business – this strategic rollercoaster ride has left its mark. Employees had to reorient themselves constantly, and internal friction was inevitable. But there are rays of hope. BP is now back on track in its core business. Billions of dollars are being invested in projects such as Kirkuk in Iraq, which aims to achieve significant production volumes, with over 3 billion barrels within reach alone. In the long term, this figure could be many times higher. At the same time, the Company is tackling its chronic cost problems. Thousands of external service providers have been let go, the Gelsenkirchen refinery is up for sale, and the Castrol brand could also bring in billions. The goal is to significantly reduce operating expenses by 2027 and to substantially reduce net debt from its current level of USD 27 billion. If this succeeds, cash flows will surge. The risks lie in oil price fluctuations, high debt, historical baggage from safety incidents, and weak cash generation compared to competitors. But this is precisely where the opportunity to double in value lies. The current valuation reflects almost exclusively the negative factors. If strategic clarity, ongoing cost reductions, and new major projects, such as the expansion of Shah Deniz in Azerbaijan, come together to form a coherent picture, the valuation gap could quickly narrow. That would be a boost for the share price. It is not without reason that Shell is interested in a takeover. The share is currently available for EUR 4.572. Plug Power is struggling with US regulations under the Trump administration but is pushing ahead with the industrial scaling of green hydrogen through major projects in Uzbekistan and Australia. Desert Gold shines as an undervalued explorer in Mali's gold belt, whose upcoming feasibility study and resource upgrade could trigger a massive revaluation. BP is using strategic clarity, cost discipline, and oil megaprojects such as Kirkuk to correct its low valuation and is even being touted as a takeover candidate. Conflict of interest Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as 'Relevant Persons') currently hold or hold shares or other financial instruments of the aforementioned companies and speculate on their price developments. In this respect, they intend to sell or acquire shares or other financial instruments of the companies (hereinafter each referred to as a 'Transaction'). Transactions may thereby influence the respective price of the shares or other financial instruments of the Company. In this respect, there is a concrete conflict of interest in the reporting on the companies. In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships. For this reason, there is also a concrete conflict of interest. The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies. Risk notice Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such. 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Yahoo
11-06-2025
- Business
- Yahoo
Plug Power Just Landed a $5.5B Hydrogen Deal--And It's Only Getting Started
Plug Power (NASDAQ:PLUG) could be gearing up for one of its biggest green hydrogen wins yet. At the Tashkent International Investment Forum, Plug and Allied Green Ammonia just signed a deal to deploy 2 GW of electrolyzer capacity in Uzbekistana move that brings their global partnership to 5 GW across two continents. The Uzbekistan plant, backed by the country's government, aims to produce sustainable aviation fuel, green urea, and green diesel as part of a $5.5 billion green chemical complex. Both companies' top executives were on site to ink the agreement, signaling just how strategic this project could be for their long-term energy ambitions. Warning! GuruFocus has detected 8 Warning Signs with PLUG. This is the second major green hydrogen venture between the two. Allied Green's flagship project in Australia, with 3 GW of Plug's electrolyzers already lined up, is still tracking toward a final investment decision in Q4 2025. Taken together, these initiatives show Plug is more than just a tech supplierit's positioning itself as a go-to partner for decarbonization at scale. Sanjay Shrestha, Plug's President, emphasized the strategic alignment between the firms, pointing to the opportunity to expand into new regions beyond Australia and Central Asia. For investors watching the hydrogen space, this partnership could offer early clues about how industrial-scale electrolyzer deployments will unfold globally. Plug's tech is now in motion across five continents, supporting industries from transportation to chemicals. While execution risk always lingers in projects of this scale, repeat deals like this hint at momentumand possibly, a durable edge. This article first appeared on GuruFocus.
Yahoo
10-06-2025
- Business
- Yahoo
Plug Power Just Landed a $5.5B Hydrogen Deal--And It's Only Getting Started
Plug Power (NASDAQ:PLUG) could be gearing up for one of its biggest green hydrogen wins yet. At the Tashkent International Investment Forum, Plug and Allied Green Ammonia just signed a deal to deploy 2 GW of electrolyzer capacity in Uzbekistana move that brings their global partnership to 5 GW across two continents. The Uzbekistan plant, backed by the country's government, aims to produce sustainable aviation fuel, green urea, and green diesel as part of a $5.5 billion green chemical complex. Both companies' top executives were on site to ink the agreement, signaling just how strategic this project could be for their long-term energy ambitions. Warning! GuruFocus has detected 8 Warning Signs with PLUG. This is the second major green hydrogen venture between the two. Allied Green's flagship project in Australia, with 3 GW of Plug's electrolyzers already lined up, is still tracking toward a final investment decision in Q4 2025. Taken together, these initiatives show Plug is more than just a tech supplierit's positioning itself as a go-to partner for decarbonization at scale. Sanjay Shrestha, Plug's President, emphasized the strategic alignment between the firms, pointing to the opportunity to expand into new regions beyond Australia and Central Asia. For investors watching the hydrogen space, this partnership could offer early clues about how industrial-scale electrolyzer deployments will unfold globally. Plug's tech is now in motion across five continents, supporting industries from transportation to chemicals. While execution risk always lingers in projects of this scale, repeat deals like this hint at momentumand possibly, a durable edge. This article first appeared on GuruFocus. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
10-06-2025
- Business
- Yahoo
Plug Power Just Landed a $5.5B Hydrogen Deal--And It's Only Getting Started
Plug Power (NASDAQ:PLUG) could be gearing up for one of its biggest green hydrogen wins yet. At the Tashkent International Investment Forum, Plug and Allied Green Ammonia just signed a deal to deploy 2 GW of electrolyzer capacity in Uzbekistana move that brings their global partnership to 5 GW across two continents. The Uzbekistan plant, backed by the country's government, aims to produce sustainable aviation fuel, green urea, and green diesel as part of a $5.5 billion green chemical complex. Both companies' top executives were on site to ink the agreement, signaling just how strategic this project could be for their long-term energy ambitions. Warning! GuruFocus has detected 8 Warning Signs with PLUG. This is the second major green hydrogen venture between the two. Allied Green's flagship project in Australia, with 3 GW of Plug's electrolyzers already lined up, is still tracking toward a final investment decision in Q4 2025. Taken together, these initiatives show Plug is more than just a tech supplierit's positioning itself as a go-to partner for decarbonization at scale. Sanjay Shrestha, Plug's President, emphasized the strategic alignment between the firms, pointing to the opportunity to expand into new regions beyond Australia and Central Asia. For investors watching the hydrogen space, this partnership could offer early clues about how industrial-scale electrolyzer deployments will unfold globally. Plug's tech is now in motion across five continents, supporting industries from transportation to chemicals. While execution risk always lingers in projects of this scale, repeat deals like this hint at momentumand possibly, a durable edge. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data
Yahoo
10-06-2025
- Business
- Yahoo
Why Plug Power Stock Keeps Going Up
Plug Power is teaming up with Australian partner Allied Green Ammonia to build a hydrogen plant in Uzbekistan. Plug Power's CFO just bought 650,000 more shares of the company. The CFO now owns 2.6 million Plug shares, which are worth a lot more than they were worth on Friday. 10 stocks we like better than Plug Power › Are investors in Plug Power (NASDAQ: PLUG) stock irrationally exuberant? Yesterday, shares of the hydrogen fuel cell manufacturer surged to close 26% higher after announcing an expanded strategic collaboration with Australian partner Allied Green Ammonia, whereby the two companies will build a $5.5 billion green chemical production facility in Uzbekistan, and there produce electrolyzer to create hydrogen fuel. Today, Plug Power stock is up another 16% through 10:15 a.m. ET. Are any other catalysts fueling Plug Power's rise? Turns out, there are. Yesterday, I was unimpressed by Plug's announcement of the Uzbekistan project, which Plug boasted created a "5 GW partnership now spanning two continents" between itself and Allied Green Ammonia. After all, the companies' Australian project hasn't yet received a "final investment decision," while the Uzbekistan deal is in even earlier stages. It all seems very hypothetical to me. Plug Power's own CFO, Paul Middleton, though, seems to see things differently. In a sterling example of putting money where one's mouth is, Middleton yesterday purchased an additional 650,000 Plug Power shares on the open market, the same day the Uzbekistan deal was announced. Priced at $1.03 per share, that's a $672,000 bet that Plug Power stock is the real deal. And to drive the point home, Middleton added, "This additional investment reflects my strong conviction in Plug's strategy and long-term value creation." Still, there are other ways to view Middleton's investment. Middleton already owned nearly 2 million Plug shares before yesterday's purchase, which are now worth $0.43 per share more than they were worth last week. His net worth just jumped by more than $800,000. If nothing else, yesterday's news just created a lot of value for Plug's CFO. Before you buy stock in Plug Power, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Plug Power wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $660,341!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $874,192!* Now, it's worth noting Stock Advisor's total average return is 999% — a market-crushing outperformance compared to 173% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Rich Smith has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Why Plug Power Stock Keeps Going Up was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
