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Bloom Energy Corporation (BE)

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25.17+1.07 (+4.42%)
A partir del 03:56PM EDT. Mercado abierto.

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  • S
    StockStuffer
    $PLUG conversation
    Remember what bloom energy $BE is doing to completely take plug power $PLUAg out of the hydrogen game. It’s not even competitive when you take into account the Bloom Energy IP and the plug and play
  • S
    StockStuffer
    $PLUG conversation
    Biggest fuel cell companies
    $PLUG 10.5 billion
    $BE 3.12 billion
    $BLDP 2.15 billion
    $FCEL 1.41 billion

    Bloom needs to triple its share price to
    Catch up with PLUG. The rest are fairly valued for their revenues and projected growth rate.
  • S
    StockStuffer
    $BE conversation
    $BE Bloom Energy has not had the field of dreams or $PLUG strategy of "If I build it, they will come." Plug Power raised tons of cash to not worry about profits and cash flow at some future time.
    Bloom energy has had the backlog to almost reach a billion dollars last year and as of February it was 100% greater than what achieved almost a billion in revenues. The demand for Bloom Energy servers is crazy high. This new expansion is going to help fill that demand and substantially increase those revenues.
    Take a look at the announcement of the new expansion opening just a few days ago.

    "Bloom's new Fremont plant will have an annual output of more than one gigawatt, the equivalent capacity of adding a nuclear power plant every year."

    This is huge when the demand is already here and the expansion. You are holding a soon to be $100 stock sometime soon. A market cap of 3.6 billion with over a billion in revenues this year and a +30% yearly growth rate projected out a decade.

    Compare this to PLUG with a market cap of 12.5 billion. $BLDP has a lower market cap of 2.36 billion and $FCEL 1.36 billion but both these are far less mature in revenue growth than Plug Power or Bloom Energy.
  • P
    Peter Hunter
    $BTE.TO conversation
    Prariesky just reported it's Q2& nailed it.Could this be a good sign for reporting companies to follow? I think our numbers will surprise& expect debt to come in just under a billion. Also will some Clearwater #be an addition?8more days to tell the tale.
  • S
    StockStuffer
    $PLUG conversation
    So many people saying $PLUG is a pump and dump. No one knows the future. I personally think $BE should be much higher than plug in share price but probably equal or less in market cap. BE is just much further in the game but it also trades far less shares per day which is the reason I feel it’s not valued as it should be. It’s good either way to see PLUG do what’s it’s doing today. The short squeeze is on and that trickles down to the rest. Congrats!
  • M
    Martin
    AMC Entertainment Holdings, Inc.
    not financial advice..... I personally will be staying calm, I won't be selling anything until I'm satisfied. with the cost to borrow rising and the shares on loan rising. I won't be selling or leaving until they cover. I won't be doing options because I know this is how they drop the price and seem to have the ammunition to control the price more than they do already. #be smart # not covered # not leaving. (not financial advice, my opinion)
  • S
    StockStuffer
    $PLUG conversation
    PLUG has taken Bloom on in the hydrogen space with less efficient technology but a strategy to build out before the demand so they will be open for business when the time comes. Bloom has always focused on profitability and has a huge and growing backlog limiting it to the 30% CAGR but from here cash flow positive as they grow at a rate to be below demand. PLUG is growing beyond demand and building assuming they will come with high cash burn.

    I can’t believe $BE is not the most popular of $BE $PLUG $FCEL and $BLDP
    Fuel Cell Energy just can’t compete with Bloom Energy but they are loved with much more volume and multiples per revenue than Bloom like Plug Power is.
    Plug Power is throwing money out to grow in all areas of hydrogen with technology much less efficient. Let’s see how that pans out now that BE and PLUG became direct competitors on hydrogen production.
    Finally it seems that PLUGs Wall Street lead is beginning to fizzle and BE is outperforming. If PLUG is worth it’s market cap BE should trade up to 100 per share and reflect the cash flow positive 30% CAGR already just touching a billion in revenue.
  • S
    StockStuffer
    $BE conversation
    Fun fact from the $BE investor conference. Round trip energy efficiency of Bloom SOFC is around 82% rivaling battery storage. Round trip is taking electricity and turning it into hydrogen and then taking that hydrogen and turning it back into electricity. PEM round trip efficiency is about 35%. $PLUG uses PEM and can’t compete it what they call their biggest revenue driver that they are throwing their cash at. Bloom should be much higher than Plug Power. Plug will run out of cash as it gets to blooms revenues on a product where the science gives a substantial advantage on to bloom. 82% to 35% so Bloom is over twice more efficient. Elon Musk is running right that PEM at 35% round trip efficiency puts a substantial lead to battery over fuel cell. Blooms round trip efficiency is dangerous to his Tesla battery business.
  • I
    IHopeSo
    Hyzon Motors Inc.
    "With CARB certification, Hyzon will be among the first commercial providers of fuel cell electric heavy- and medium-duty trucks in California"

    HYZON is leading the h2 revolution!

    $nkla $plug $fcel $be $bldp
  • S
    StockStuffer
    $BE conversation
    Climate change and pollution is worse than COVID before we had COVID. A pandemic was inevitable and we were lucky we made it trough starting OK. If we don’t get on climate change and the fact that our incumbent major energy sources are finite there is going to be problems ahead. Don’t vote on any politician that wants to throw all the subsidies at big oil as the solution without that much more at a long term solution.

    Battery technology is only part of the solution. Nature uses hydrogen and hydrogen gradients to produce and store energy.

    Think of how AI solves problems today and many more tomorrow. A goal is given to the machine over regular programming but the machine does all the work trying different things becoming more and more efficient.

    Life has done the same for billions of years organisms had a goal to survive and through mutation and natural selection produces the most efficient solution. Hydrogen gradients, attaching and removing hydrogens, splitting water to get hydrogen ions is it.

    Electrolysis and fuel cells will get to the efficiency equal to the solution life has chosen.

    $BE $PLUG $FCEL $BLDP
  • S
    StockStuffer
    $PLUG conversation
    Currently $PLUG has the same market cap as $BE trading at 1/3 the price but that shelf registration lowers that more. Then BE growing revenues at the inflection point of profitability vs PLUG just growing and going back for more investor handouts in their new shelf registration. If you keep getting sucker shareholders to buy your promises and give you another handout when your cash should be more than substantially enough. It’s not fishy Enron like, it’s just obvious PLUG has no model beyond promises to shareholders and paying for partnerships and cash raises and dilution.
  • S
    StockStuffer
    $FCEL conversation
    $FCEL is making the industry look bad. 16.38 million in revenue for the quarter and a maker cap of 1.5 billion and still loved often having more volume than $PLUG
    In comparison, $BE had sales of 201 million and has about double the market cap. All around fuel cell companies had weaker than projected quarters but with BE you can believe when they say the orders are coming like the second half of last year.
  • S
    StockStuffer
    $BE conversation
    The move is starting finally. If $PLUG trades flat $BE will finally surpass its market cap like it should at $54 for Bloom and $17 and change for PLUG. Plug has been buying shares and raising cash through excessive dilution and getting rewarded for it too long.
  • S
    StockStuffer
    $PLUG conversation
    If you like expensive companies that are worth their market cap buy $U not $PLUG. $BE is fairly valued but has huge upside if Wall Street gives the $PLUG $U premium for 30% plus projected growth without having to be creative with dilution and partners beyond the expected.
  • S
    StockStuffer
    $BE conversation
    Bloom is up 184 million in market cap today when up 87 cents and plug is up 445 million in market cap when up 77 cents. A move in $PLUG is worth three times the move in $BE for equal news with three times the share count in PLUG shares. Plug is having a better day when comparing apples to apples tike many in Wall Street forgot about when not demanding profits and dividends.
  • S
    StockStuffer
    $PLUG conversation
    $PLUG officially dropped below $BE on the way most stocks are going to prices before the pandemic. PLUG and BE were trading at 5. Hopefully something good will be said during the BE investor even to stop BE from getting back there.
  • S
    StockStuffer
    $BE conversation
    It never fails I go and say something negative about $PLUG over $BE and Plug starts outperforming. Either way BE is going up too but should be the one winning the next 5 years
  • I
    IHopeSo
    $PLUG conversation
    World’s Largest Electrolyzer Order to Date.....went to PLUG. "Planned for a green hydrogen production complex in Denmark, this is the largest capacity electrolyzer installation in the world to date." Out of all the FC manufacturers in the world, PLUG.....something to think about.

    $FCEL $BLDP $BE $HYZN $NKLA
  • S
    StockStuffer
    $BE conversation
    ETA until the $BE shareprice surpasses $PLUG. Plugs results tied to natural gas makes it as twisted in with natural gas as Bloom on the way hydrogen from renewables.
  • u
    universe
    $BE conversation
    $BE I see some discussion boards talking about insider sales on Feb 18. Here are some facts to provide some relevance:
    CTO sold ~6k shares, out of 632k shares that he still owns (sold less than 1% of his ownership)
    COO sold ~3k shares out of 132k shares that she still owns (sold less than 2% of her ownership)
    CFO sold ~8k shares out of 304k shares that he still owns (sold less than 3% of his ownership)
    GC sold ~3k shares out of 311k shares that she still owns (sold less than 1% of her ownership)
    These are minor transactions, and seem to be on automatic disposition schedules. The company management, as a major part of their compensation package, is issued employee stock options and other performance related stocks vesting. And these are set on auto sales schedules.
    Interestingly, Founder & CEO has not sold any of his positions, and has been accumulating since late last year.
    All in all, I see management fully vested in $BE's success...Stock will touch $20 level soon!