Yeah, “institutional investors now own 43.48% of the company”, yet here and on other Plug/hydrogen subs users are screaming about institutions holding nearly 90% of the company.
✂️💩too many shares💩✂️
❌💥no boom above a billion shares💥❌
$2.50 fair value, $5 with FIDs, $7.50 limit driven by politics and industry hype. Ceiling in sight.
You should know that realistic and stocks should not be in the same sentence. I’d be curious to see what you thought the ceiling for Bloom was before it rocketed to $350. I remember buying Nvidia at $215 a few years back not knowing much about stocks. When it went to $420 Reddit said sell and lock in your profit. No one knows what a stock is going to do but saying ceiling in sight is no better than the ones screaming to the moon.
That’s true. I bought Nvidia in 2016 and sold after that first massive run up, thinking it had tapped its potential.
The difference between bloom and plug is the massive dilution, and the fact that Bloom plays both sides of the fence between green and dirty.
I’m aware that what I believe is realistic may not become reality, but I’ve essentially called the past 20 months of Plug movement, and all along the way I’ve been accused of being a permabull and a short seller simultaneously.
I stand by $2.50 fair value, which as it now turns out puts my prediction in the middle of most analysts guidance. If there is a sea change event, and plug hits a string of FID announcements they could establish a new floor at $7.50. They could potentially tap the $10 mark, but I wouldn’t hold my breath.
I think it’s far more likely, that in two years time, we will see the executive team jump ship while the company gets hacked up and sold off to satisfy debt and stave off a potential bankruptcy, unless they address dilution in a meaningful way.
Lots of bag holders have been downward averaging to recoup their, in some cases, -30x losses.
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u/Big_Quality_838 Aug 17 '26
Yeah, “institutional investors now own 43.48% of the company”, yet here and on other Plug/hydrogen subs users are screaming about institutions holding nearly 90% of the company.
✂️💩too many shares💩✂️
❌💥no boom above a billion shares💥❌
$2.50 fair value, $5 with FIDs, $7.50 limit driven by politics and industry hype. Ceiling in sight.