Plug Power Inc Business Update Conference Call Summary - Thomson StreetEvents

Plug Power Inc Business Update Conference Call Summary

Plug Power Inc Business Update Conference Call Summary - Thomson StreetEvents
Plug Power Inc Business Update Conference Call Summary
Published Jan 19, 2022
19 pages (10620 words) — Published Jan 19, 2022
Price US$ 54.00  |  Buy this Report Now

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Abstract:

Edited Brief of PLUG.OQ conference call or presentation 19-Jan-22 3:00pm GMT

  
Brief Excerpt:

...A. Overview: Co. has never entered a year with such clarity due to its backlog and detailed strategic roadmap. 1. 2. 4Q earnings call will be held on March 1. 3. PLUG is a co. that can provide products and services for entire hydrogen ecosystem. This is unique. a. b. It can generate hydrogen like at Co.'s plant in Tennessee. c. It can distribute hydrogen using Co.'s own liquid and gaseous hydrogen trailers. d. It can operate fueling stations like at Walmart and Amazon and conserve a multitude a fuel cell applications in this growing hydrogen space. 4. Will lay out clear metrics for each end-market for 2022, so investors can measure Co.'s progress throughout the year. These metrics will not only be a strong indicator for this year, but ultimately to reach 2025 goal of $3b in revenue, 20% EBITDA, and 17% operating income. a. i. To achieve this goal, PLUG needs to be global....

  
Report Type:

Brief

Source:
Company:
Plug Power Inc
Ticker
PLUG.OQ
Time
3:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: William Chapman Peterson - JPMorgan Chase & Co, Research Division - Analyst : I have a question, too. I understand the potential upside. I guess in light of the prior question with increased visibility on electrolyzers, you have good visibility and some other projects. Some of the, if I call it, conservatism related to supply constraints, just as in countries still have lockdowns, no COVID policies, I'm just curious on how that might be playing a role in your -- you today? Or is it more just that you haven't yet booked some of this business and want to leave room for upside?


Question: William Chapman Peterson - JPMorgan Chase & Co, Research Division - Analyst : That makes a ton of sense. On the fuel cell business and particularly some of the newer parts, things like HYVIA and the stationery, you put in the slide deck that stationary having some customer deliveries here in the first half, does that mean there's still potential shipments in the second half? And I guess on the HYVIA side, should we assume that, that's pretty much back end? And I'm trying to get a feel for how we should be thinking about conceptually on the trajectory of your fuel cell business.


Question: Ameet Ishwar Thakkar - BMO Capital Markets Equity Research - Analyst : I just had a follow-up question. You mentioned that you're targeting some of the smaller sites with some of your kind of first pedestal customers like Amazon and Walmart as well. I was just wondering, could you give us a sense for like -- kind of like the level of penetration in their sites you have so far? Like -- is there like a lot of sites left that you could kind of target in these smaller ones? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.

Table Of Contents

Plug Power Inc Q1 2022 Earnings Call Summary – 2022-05-09 – US$ 54.00 – Edited Brief of PLUG.OQ earnings conference call or presentation 9-May-22 8:30pm GMT

Plug Power Inc Q1 2022 Earnings Call Transcript – 2022-05-09 – US$ 54.00 – Edited Transcript of PLUG.OQ earnings conference call or presentation 9-May-22 8:30pm GMT

Plug Power Inc Q4 2021 Earnings Call Summary – 2022-03-01 – US$ 54.00 – Edited Brief of PLUG.OQ earnings conference call or presentation 1-Mar-22 9:30pm GMT

Plug Power Inc Q4 2021 Earnings Call Transcript – 2022-03-01 – US$ 54.00 – Edited Transcript of PLUG.OQ earnings conference call or presentation 1-Mar-22 9:30pm GMT

Plug Power Inc Business Update Conference Call Transcript – 2022-01-19 – US$ 54.00 – Edited Transcript of PLUG.OQ conference call or presentation 19-Jan-22 3:00pm GMT

Plug Power Inc Q3 2021 Earnings Call Summary – 2021-11-09 – US$ 54.00 – Edited Brief of PLUG.OQ earnings conference call or presentation 9-Nov-21 9:30pm GMT

Plug Power Inc Q3 2021 Earnings Call Transcript – 2021-11-09 – US$ 54.00 – Edited Transcript of PLUG.OQ earnings conference call or presentation 9-Nov-21 9:30pm GMT

Plug Power Inc Plug Symposium 2021: Here Comes Green Hydrogen Transcript – 2021-10-14 – US$ 54.00 – Edited Transcript of PLUG.OQ corporate analyst meeting</ 14-Oct-21 2:00pm GMT

Plug Power Inc Q2 2021 Earnings Call Summary – 2021-08-05 – US$ 54.00 – Edited Brief of PLUG.OQ earnings conference call or presentation 5-Aug-21 8:30pm GMT

Plug Power Inc Q2 2021 Earnings Call Transcript – 2021-08-05 – US$ 54.00 – Edited Transcript of PLUG.OQ earnings conference call or presentation 5-Aug-21 8:30pm GMT

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Cite this Report

  
MLA:
Thomson StreetEvents. "Plug Power Inc Business Update Conference Call Summary" Jan 19, 2022. Alacra Store. May 05, 2024. <http://www.alacrastore.com/thomson-streetevents-transcripts/Plug-Power-Inc-Business-Update-Conference-Call-B15089446>
  
APA:
Thomson StreetEvents. (2022). Plug Power Inc Business Update Conference Call Summary Jan 19, 2022. New York, NY: Alacra Store. Retrieved May 05, 2024 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Plug-Power-Inc-Business-Update-Conference-Call-B15089446>
  
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