Beleggen.nl Markt MonitorMarkt Monitor

Amerikaanse aandelen Terug naar discussie overzicht

PLUG

2.428 Posts
Pagina: «« 1 ... 117 118 119 120 121 122 »» | Laatste | Omlaag ↓
  1. forum rang 10 DeZwarteRidder 8 juli 2015 21:03

    Ayush Singh
    Growth, long-term horizon, momentum, tech
    Profile| Send Message| Follow (1,213 followers)
    Performance
    Plug Power's Turnaround Is A Pipe Dream
    Jul. 8, 2015 1:57 PM ET | 10 comments | About: Plug Power, Inc. (PLUG)

    Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. (More...)
    Summary

    Plug Power's business model is unsustainable as the company is burning cash at a very fast rate.
    Despite expecting record revenue in Q2, Plug Power will likely report wider losses.
    The company will (yet again) fail to meet its gross margin target.
    Despite the negatives, Plug Power is trading at a hefty premium.

    After hovering near 52-week lows for quite some time, Plug Power's (NASDAQ:PLUG) shares jumped as much as 17% yesterday when the company reaffirmed its revenue guidance for 2015. Plug Power expects to see a record for quarterly revenue in Q2. GenDrive shipments are expected to jump to 888 in Q2 from 419 in Q1 while the company remains on track to generate over $100 in sales in 2015. Plug Power's CEO Andy Marsh said:

    "Management set aggressive revenue and operational goals for 2015, and the continued customer acceptance of our products along with the performance of our team has resulted in a record revenue quarter that is right in line with these goals. Plug Power continues to lead the industry with innovative and groundbreaking solutions that really help customers increase productivity and save money."

    I don't think this justifies the massive jump, and I'm still skeptic about the company's future prospects. Without actual numbers, it's not possible to know how good the quarter actually was and as I have explained in my previous article, Plug Power has a history of failing to deliver on its promises. So, I will recommend investors to stay away from the stock till the company releases its official Q2 numbers.
    Record revenue will lead to record losses

    I'm not claiming that the company will fail to meet its revenue guidance, but I think investors should look at the company's EPS and gross profit margin to assess its progress. Growing sales is usually a good sign of a company's progress, however it is different in Plug Power's case. As you can see from the chart below, the company's gross profit margin is -6.86%.
  2. Kahoona1962 10 september 2015 19:13
    Die koekebakker van Air Liquide heeft er niet veel van gebakken ... goeie beslissing van Plug om de zaak in Europa ook in eigen hand te nemen, het levert meteen resultaat op !
  3. [verwijderd] 20 september 2015 10:26
    Er lijkt weer nieuw leven ingeblazen te worden en wel Door Matt Margolis.Deze ging toen ook heel ver in zijn onderzoek met het wel bekende GTAT.Overigens liep het niet heel goed af met GTAT.

    Gr ber
  4. [verwijderd] 21 september 2015 17:37
    quote:

    haas schreef op 21 september 2015 17:05:

    2.26
    winst nemen mss ?
    Nuh , heb maar een kleine positie . en nu een lekkere buffer . ik zie het wel.
  5. [verwijderd] 25 september 2015 18:12
    quote:

    doewap schreef op 20 september 2015 14:08:

    Hee ber... Alles wel?
    He doewapdiedoe...Alles prima,wat minder tijd de laatste tijd maar we pakken het wel weer op,kan alleen geen tweede PLUG vinden helaas :-)))).

    Gr Ber

    Bij jou ook alles top?
  6. [verwijderd] 1 oktober 2015 08:55
    quote:

    Maximaal! schreef op 25 september 2015 18:12:

    [...]

    He doewapdiedoe...Alles prima,wat minder tijd de laatste tijd maar we pakken het wel weer op,kan alleen geen tweede PLUG vinden helaas :-)))).

    Gr Ber

    Bij jou ook alles top?
    Mwah... geloof nog steeds in alles wat ik heb maar het is geen goed jaar natuurlijk.

    Heb even geen Plug.

    Solazyme... direct-to-consumer met Thrive Algae Oil.
2.428 Posts
Pagina: «« 1 ... 117 118 119 120 121 122 »» | Laatste |Omhoog ↑

Neem deel aan de discussie

Word nu gratis lid van Beleggen.nl

Al abonnee? Log in

Direct naar Forum

Zoek alfabetisch op forum

  1. A
  2. B
  3. C
  4. D
  5. E
  6. F
  7. G
  8. H
  9. I
  10. J
  11. K
  12. L
  13. M
  14. N
  15. O
  16. P
  17. Q
  18. R
  19. S
  20. T
  21. U
  22. V
  23. W
  24. X
  25. Y
  26. Z
Forum # Topics # Posts
Aalberts 466 7.001
AB InBev 2 5.481
Abionyx Pharma 2 29
Ablynx 43 13.356
ABN AMRO 1.582 51.194
ABO-Group 1 22
Acacia Pharma 9 24.692
Accell Group 151 4.132
Accentis 2 264
Accsys Technologies 23 10.502
ACCSYS TECHNOLOGIES PLC 218 11.686
Ackermans & van Haaren 1 188
ADMA Biologics 1 34
Adomos 1 126
AdUX 2 457
Adyen 14 17.647
Aedifica 3 901
Aegon 3.258 322.648
AFC Ajax 538 7.086
Affimed NV 2 6.287
ageas 5.844 109.885
Agfa-Gevaert 14 2.048
Ahold 3.538 74.292
Air France - KLM 1.025 34.991
AIRBUS 1 11
Airspray 511 1.258
Akka Technologies 1 18
AkzoNobel 467 13.035
Alfen 16 24.319
Allfunds Group 4 1.468
Almunda Professionals (vh Novisource) 651 4.251
Alpha Pro Tech 1 17
Alphabet Inc. 1 405
Altice 106 51.198
Alumexx ((Voorheen Phelix (voorheen Inverko)) 8.486 114.812
AM 228 684
Amarin Corporation 1 133
Amerikaanse aandelen 3.835 242.709
AMG 971 133.043
AMS 3 73
Amsterdam Commodities 305 6.686
AMT Holding 199 7.047
Anavex Life Sciences Corp 2 482
Antonov 22.632 153.605
Aperam 92 14.905
Apollo Alternative Assets 1 17
Apple 5 380
Arcadis 252 8.731
Arcelor Mittal 2.033 320.558
Archos 1 1
Arcona Property Fund 1 286
arGEN-X 17 10.288
Aroundtown SA 1 219
Arrowhead Research 5 9.715
Ascencio 1 26
ASIT biotech 2 697
ASMI 4.108 39.078
ASML 1.766 105.978
ASR Nederland 21 4.451
ATAI Life Sciences 1 7
Atenor Group 1 469
Athlon Group 121 176
Atrium European Real Estate 2 199
Auplata 1 55
Avantium 32 13.609
Axsome Therapeutics 1 177
Azelis Group 1 64
Azerion 7 3.390