Plug Power - Brennstoffzellen

bestätigt die Aussichten für Q2/2014 und Q3/2014.... erwartet break even im 4. Quartal...  

Irgendetwas positives?
 

schau da er wächst wieder! Tuh mal lang ausatmen...... was folgt dann?
Plug lebt!!  

hat der irgendwas von VW gefaselt?  

nach den erklärungen zu den Q1 wird sich bestimmt verabschiedet und dann werden einige einttäuscht sein denke ich  

der nach Marsh spricht, ist kaum zu verstehen, Bestätigt die Verluste, die bereits heute Veröffentlicht wurden....  

startet die Fragerunde  

dürfte seinen Ausgang beendet haben u.i.die Anstalt zurückgekehrt sein.
Hatte nur bis 16.00h Ausgang!  

aus der traum vom deal..

 

ich muss mir mal Kopfhörer kaufen, über Lautsprecher ist die Klangqualität bei mir nicht so toll. Zusammenarbeit mit WalMart soll ausgeweitet werden (Aber das wir ja bereits...)


 

Vorbei?  

geht von einem Auftragsvolumen von 100 Mill. bis Ende des Jahres aus.....  

Nein, webcast läuft noch. Aktuell läuft die Fragerunde.....  

Kostenreduzierung wird angestrebt....  

mr. andy marsh...  

Some Notes on the Earnings Conference Call Today
Significant Events in Qtr 1:

Closed $116 Million in new capital, for now $174 Million cash on hand.

PLUG is building a business for long-term growth, growing sales force, capital expenditures to expand into Europe & Asian markets.

Hydrogen fueling: PLUG addressed issue of refueling via forklifts as vehicle to build-out hydrogen infrastructure.

Now, PLUG has expanded to providing GenKey complete hydrogen services. Which includes the refueling & services.

Created 2 additional opportunities:

Providing hydrogen. PLUG may now invest in centralized hydrogen generation that could support 20-40 GenKey sites.

Could also provide hydrogen for retail stores as well as large distribution centers. Have received a lot of inquiry from retail customers about adopting PLUG's technology.

PLUG may use some capital to increase the addressable market into retail-levels, with greater margins as well.

PLUG shipped 750 GenDrive Units in Qtr 2.

Over $80 Million in bookings already this year.

YTD, backlog has gone from 1439 to more than 4000 units

Pottsville PA Walmart site has been installed, with over 1000 fuel cell lifts already in use there.

2 additional Walmart sites are going to be completed in Qtr3. NOTE that Walmart increased it's order from 1 additional site in the 3rd Qtr to 2 additional sites.

Also 45 GenDrives at VW site, with expansion potential. Same as Mercedes & BMW have done. Also mentioned Kroget & Central Grocers sites, also expanding.

PLUG is more than halfway to the $150 Million bookings total for 2014, and this is more than triple that of 1023.

On Gross Margins: ReliOn acquisition will provide increased margins in 2015 & beyond. Also, PLUG is developing it's own high-performance stack, with Air Liquide.

EBITIDA break even in 4th Qtr 2014. EBITDAS loss for Qtr 1 is just $

Expansion plans: $18 Billion European market in 2014. PLUG & Hyundai are on track to finalizing deal by July.

Only 3.4 milllion common stock warrants are left outstanding  

Gar keine guten Nachrichten? Break-Even für Q2-3 bestätigt?  

$16-18 Million in Revenues expected in Qtr 2.

Q&A:

Roth Capital: Q - How much service revenue was related to GenKey contracts? A- Very little so far, but will see this increase substantially in Qtr's 2-3-4, with Walmart installations completed. The service business will follow the product business, and wil be Gross margin positive by Qtr 4.

Q - Quarterly pacing of Revenues? A- Qtr-2 $16-18 range. Qtr-3 mid-$22-25 Million range.

Expect 2015 to be $130 Million in Revenues, vs $70 Million for 2014.

Q- Larger orders? A - Should have a significant announcement in the late 3rd Qtr, of another large deal like Walmart. These deal s take 5-6 months to negotiate & finalize, then announce.

Q - Recent Orders? A - have booked orders since last Business Update, by end of Qtr 2 should be at 2/3 way to total 2014 bookings.

Cowen & Co:

Q - " Had $50 Million backlog last year, now seems with current bookings, the $100 + Million figure for 2015 seems conservative?

A- 30-40 % of Revenue is going to be recurring revenues, from GenKey Systems. Looking to about $130 Million for 2015.

Q - 270 units out for Walmart, and over half the Qtr's units have been shipped so far. Factory has been running at a heavier rate and smoother than ever before.

Q -- What is hydrogen consumption Revenues? A - About $250K - 500K per year in recurring revenues per site.

Q - RelOn Acquisition? A - Primarily for cost savings. Also wireless backup business (Sprint AT&T, etc) which could tie-in with the hydrogen production for retail stores, may be symbiotic activity to leverage there. This is not a primary market being focused on, but could be an important secondary one.

Noted that fuel cells are proven, it's all about the refueling and providing the hydrogen now, to expand to many market like the cell-tower backups, etc.  

erstmal mit wenige hundert euro immerhin im plus... Gestern war es einiges Mehr :-(

tja, abwarten... erstmal sell  

So, webcast conference call ist beendet. Insgesamt keine highlights (wie zu erwarten...).Marsh hat sich zu neuen deals bedeckt gehalten, sondern auf die bisher bekannten Kunden (BMW, WalMartusw.) verwiesen mit denen er hofft, das Auftragsvolumen zu erweitern....  

Super, danke für den Überblick! Das war super! ... auch wenn die passenden Nachrichten nicht dabei waren.  

auch danke.

ansonsten Fazit der Botschaft: Nix neues, das heißt, das der Kurs in nächster Zeit wohl auf dem jetzigen Niveau vor sich hindümpeln wird.  

super schnelle zusammenfassung. merci...  

ein Dankeschön an vanzant und schneggn  

auch an Schneggn für die Texteinstellung zum web call. Den möglichen deal in der Größenordnung wie bei WalMart, der zum Ende von Q3 nach Beendigung von Verhandlungen veröffentlicht werden soll, habe ich allerdings anders verstanden (möglichereise auch Mißverstanden). Und zwar so, das Marsh in Verhandlungen mit WalMart steht um ein größeres Auftragsvolumen zu generieren........