Latest news with #PlugPower
Yahoo
19 hours ago
- Automotive
- Yahoo
Plug Power and Allied Green Deepen Their Strategic Partnership With The Electrolyzer Contract.
Plug Power Inc. (NASDAQ:PLUG) is among the 13 Best Hydrogen and Fuel Cell Stocks to Buy According to Analysts. The firm and Allied Green Ammonia have announced a new 2 GW electrolyzer agreement for a $5.5 billion green chemical manufacturing facility in Uzbekistan at the Tashkent International Investment Forum. A generator being fueled and readied for use as part of an end-to-end green hydrogen ecosystem. This extends the partners' total commitment to 5 GW internationally, adding to the previous 3 GW deal for a green ammonia plant in Australia. The government of Uzbekistan is supporting the project, which would create green diesel, green urea, and sustainable aviation fuel. The signing of the deal was witnessed by Alfred Benedict, MD of Allied Green, and Sanjay Shrestha, President of Plug Power Inc. (NASDAQ:PLUG). The business, standing as a top supplier of electrolyzers for extensive decarbonization, is strengthened by the expansion. Andy Marsh, CEO of Plug Power Inc. (NASDAQ:PLUG), underlined the importance of cross-continental, industrial-scale execution. Alfred Benedict, the CEO of Allied Green, pointed out trust in Plug Power Inc. (NASDAQ:PLUG)'s tested hydrogen technology. The firm's worldwide hydrogen ecosystem supports industrial and energy transition needs on five continents by including production, storage, and transport. While we acknowledge the potential of PLUG as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 High-Growth EV Stocks to Invest In and 13 Best Car Stocks to Buy in 2025. Disclosure. None. 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
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. 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Yahoo
4 days ago
- Business
- Yahoo
Plug Power, Sabre, OneWater, Kura Sushi, and American Airlines Stocks Trade Up, What You Need To Know
A number of stocks jumped in the afternoon session after the major indices rebounded (Nasdaq +1.5%, S&P 500 +1.0%) as reports pointed to easing tensions between Israel and Iran. The Wall Street Journal said senior Iranian officials had signaled a willingness to restart stalled nuclear talks, on the condition that Washington refrain from joining Israel's ongoing strikes. This development triggered a significant decline in oil prices, easing inflation concerns. Also, it is possible some investors were buying the dip following the sell-off at the end of the previous week. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Renewable Energy company Plug Power (NASDAQ:PLUG) jumped 5.4%. Is now the time to buy Plug Power? Access our full analysis report here, it's free. Travel and Vacation Providers company Sabre (NASDAQ:SABR) jumped 5.1%. Is now the time to buy Sabre? Access our full analysis report here, it's free. Boat & Marine Retailer company OneWater (NASDAQ:ONEW) jumped 5.1%. Is now the time to buy OneWater? Access our full analysis report here, it's free. Sit-Down Dining company Kura Sushi (NASDAQ:KRUS) jumped 5.1%. Is now the time to buy Kura Sushi? Access our full analysis report here, it's free. Travel and Vacation Providers company American Airlines (NASDAQ:AAL) jumped 5.2%. Is now the time to buy American Airlines? Access our full analysis report here, it's free. Plug Power's shares are extremely volatile and have had 95 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The biggest move we wrote about over the last year was about 2 months ago when the stock gained 39.2% on the news that the company locked in a new loan of up to $525 million, boosting its cash pile and providing more headroom to support operations and future growth plans. It also shared strong early sales for the first quarter of 2025, beating Wall Street's estimates. Q1 2025 revenue guidance was estimated at around $130 million to $134 million. Looking ahead, PLUG forecasted second-quarter 2025 revenue between $140 million and $180 million, aligning closely with analyst consensus and reinforcing confidence in its near-term outlook. Plug Power is down 43.8% since the beginning of the year, and at $1.31 per share, it is trading 60.8% below its 52-week high of $3.34 from July 2024. Investors who bought $1,000 worth of Plug Power's shares 5 years ago would now be looking at an investment worth $240.37. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story.
Yahoo
4 days ago
- Business
- Yahoo
Plug Power, Sabre, OneWater, Kura Sushi, and American Airlines Stocks Trade Up, What You Need To Know
A number of stocks jumped in the afternoon session after the major indices rebounded (Nasdaq +1.5%, S&P 500 +1.0%) as reports pointed to easing tensions between Israel and Iran. The Wall Street Journal said senior Iranian officials had signaled a willingness to restart stalled nuclear talks, on the condition that Washington refrain from joining Israel's ongoing strikes. This development triggered a significant decline in oil prices, easing inflation concerns. Also, it is possible some investors were buying the dip following the sell-off at the end of the previous week. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Renewable Energy company Plug Power (NASDAQ:PLUG) jumped 5.4%. Is now the time to buy Plug Power? Access our full analysis report here, it's free. Travel and Vacation Providers company Sabre (NASDAQ:SABR) jumped 5.1%. Is now the time to buy Sabre? Access our full analysis report here, it's free. Boat & Marine Retailer company OneWater (NASDAQ:ONEW) jumped 5.1%. Is now the time to buy OneWater? Access our full analysis report here, it's free. Sit-Down Dining company Kura Sushi (NASDAQ:KRUS) jumped 5.1%. Is now the time to buy Kura Sushi? Access our full analysis report here, it's free. Travel and Vacation Providers company American Airlines (NASDAQ:AAL) jumped 5.2%. Is now the time to buy American Airlines? Access our full analysis report here, it's free. Plug Power's shares are extremely volatile and have had 95 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The biggest move we wrote about over the last year was about 2 months ago when the stock gained 39.2% on the news that the company locked in a new loan of up to $525 million, boosting its cash pile and providing more headroom to support operations and future growth plans. It also shared strong early sales for the first quarter of 2025, beating Wall Street's estimates. Q1 2025 revenue guidance was estimated at around $130 million to $134 million. Looking ahead, PLUG forecasted second-quarter 2025 revenue between $140 million and $180 million, aligning closely with analyst consensus and reinforcing confidence in its near-term outlook. Plug Power is down 43.8% since the beginning of the year, and at $1.31 per share, it is trading 60.8% below its 52-week high of $3.34 from July 2024. Investors who bought $1,000 worth of Plug Power's shares 5 years ago would now be looking at an investment worth $240.37. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story. 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
Yahoo
4 days ago
- Business
- Yahoo
3 Reasons to Sell PLUG and 1 Stock to Buy Instead
What a brutal six months it's been for Plug Power. The stock has dropped 47.4% and now trades at $1.29, rattling many shareholders. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation. Is now the time to buy Plug Power, or should you be careful about including it in your portfolio? See what our analysts have to say in our full research report, it's free. Even with the cheaper entry price, we're cautious about Plug Power. Here are three reasons why we avoid PLUG and a stock we'd rather own. We at StockStory place the most emphasis on long-term growth, but within industrials, a stretched historical view may miss cycles, industry trends, or a company capitalizing on catalysts such as a new contract win or a successful product line. Plug Power's recent performance marks a sharp pivot from its five-year trend as its revenue has shown annualized declines of 8.7% over the last two years. Plug Power isn't alone in its struggles as the Renewable Energy industry experienced a cyclical downturn, with many similar businesses observing lower sales at this time. Free cash flow isn't a prominently featured metric in company financials and earnings releases, but we think it's telling because it accounts for all operating and capital expenses, making it tough to manipulate. Cash is king. As you can see below, Plug Power's margin dropped meaningfully over the last five years. It may have ticked higher more recently, but shareholders are likely hoping for its margin to at least revert to its historical level. Almost any movement in the wrong direction is undesirable because it's already burning cash. If the longer-term trend returns, it could signal it's in the middle of a big investment cycle. Plug Power's free cash flow margin for the trailing 12 months was negative 140%. As long-term investors, the risk we care about most is the permanent loss of capital, which can happen when a company goes bankrupt or raises money from a disadvantaged position. This is separate from short-term stock price volatility, something we are much less bothered by. Plug Power burned through $901.4 million of cash over the last year, and its $564 million of debt exceeds the $295.8 million of cash on its balance sheet. This is a deal breaker for us because indebted loss-making companies spell trouble. Unless the Plug Power's fundamentals change quickly, it might find itself in a position where it must raise capital from investors to continue operating. Whether that would be favorable is unclear because dilution is a headwind for shareholder returns. We remain cautious of Plug Power until it generates consistent free cash flow or any of its announced financing plans materialize on its balance sheet. Plug Power falls short of our quality standards. After the recent drawdown, the stock trades at $1.29 per share (or a forward price-to-sales ratio of 1.5×). The market typically values companies like Plug Power based on their anticipated profits for the next 12 months, but it expects the business to lose money. We also think the upside isn't great compared to the potential downside here - there are more exciting stocks to buy. We'd suggest looking at one of our top digital advertising picks. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today.
