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Bloom Energy Corporation (BE)

NYSE - Nasdaq Echtzeitpreis. Währung in USD
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14,81+0,76 (+5,41%)
Börsenschluss: 04:00PM EDT
14,49 -0,32 (-2,16%)
Vorbörslich: 09:20AM EDT
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  • 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
    I like $BE Bloom Energy as a company but not the stock market for its current state. Shares are created to often excessively compensate executives and employees even when a company is also unprofitable and using them for survival. $PLUG is the epitome of this and I’ll never touch PLUG for how they diluted. I’ll be a buyer of BE again that less aggressively diluted and thought a bit more about profitability per share. I don’t think any unprofitable stock s safe for the next two years of likely rate hikes and probably recession
  • I
    IHopeSo
    Plug Power Inc.
    H2 is now. Excerpt from a previous post link:
    (Anna Shpitsberg, deputy assistant secretary for energy transformation at the U.S. Department of State.)
    “To the comments that were made that we cannot rely on one technology, just like we cannot rely too heavily on one supply route, it is the reason that we’re putting so much money into hydrogen.”

    Shpitsberg called hydrogen “a game-changing technology that speaks to a variety of other sources … because it can underpin nuclear, it can underpin gas, it can underpin renewables, it can clean a good portion of it and so can CCUS [carbon capture utilization and storage].”

    “So for us, it’s making sure that the market has enough signals, it knows the regulatory environment will support the signals for current energy security,” she said.

    “But we are sending, also, all the resources we can toward the transition. It’s why we’re putting billions of dollars into hydrogen R&D.”

    $fcel $bldp $be $hyzn
  • 1
    100Qarun
    $BE
  • S
    StockStuffer
    $BE conversation
    In 2023
    $BE +0.22 cents on revenues of 1.47 billion
    $PLUG expects an EPS of -0.20 cents on revenues of 1.36 billion
    $FCEL -0.21 cents on revenues of 1.59 million
    $BLDP is still on FY 2022 with -0.19 on revenues of 145 million

    Clearly BE has some ground to cover with Plug Power having a market cap valuation 3.6 times that of Bloom Energy. 3.62 x 23.87 = $86.4 bucks today for an equal valuation

    Get on the BE bus if you want to make the quickest money in the next year
    Bloom Energy is going to fly by the 40s and 50s and you may wake up any day from here with the share price double. Still much cheaper than PLUG with a more efficient electrolyzer which is a huge part of both companies growth forecast.
  • 4
    4finance Amsterdam (NL)
    $BE conversation
    $BE.... STRONG buy.
  • F
    Fiber4theWin
    $BE conversation
    Can $BE FCs run on Ethanol? Just curious.
  • S
    StockStuffer
    $BE conversation
    $BE has a institutional investor conference today. BE is nowhere near the market cap of $PLUG but that share price may be passed up today or soon would be a good move toward market cap parity. Institutions could use a little light into the Bloom electrolyzer, which is the most efficient in the industry. Bloom enters the mobile transport market as a provider of hydrogen and is now in any market where hydrogen is important.
  • S
    StockStuffer
    $BE conversation
    $BE $PLUG
    What I don’t get is that SK has deals with both Bloom Energy and Plug Power. When you Google SK and Plug individually you get mostly the old Plug Power investment and planning hydrogen hubs. When you Google SK and Bloom Energy you get a bunch on deals using Bloom for fuel cells and electrolyzers.
    SK and Korea has to be one of each companies largest partners.
    Bloom predicts huge 10 year growth and has sold out the door every server made and sent it out the door. Once that manufacturing capacity is complete your going to see massive growth. For Plug Power the deals must be more secret.
  • S
    StockStuffer
    $BE conversation
    Great short trap on the dip today

    $FCEL 19.2% of float short
    $PLUG 13.3%
    $BLDP 13.25%
    $BE 12.7%

    One squeeze attracts the others
    FCEL
  • S
    StockStuffer
    $BE conversation
    The overly green market distracted Wall Street from the green hydrogen move. Let’s see a bit of consolidation this morning and then another big move up. A move to hydrogen as a green alternative that can be produced locally is part of the solution to the natural security risk caused by imported big oil.
    $BLDP $PLUG $FCEL $BE
  • S
    StockStuffer
    $BE conversation
    $PLUG $BE $FCEL $BLDP

    Jason Hall: I think of the pure-play hydrogen plays, Bloom is probably the safest. I think if you own it for five or 10 years, your chance of permanent loss of capital is probably pretty low, I really think that's the case because they have a real business, and you look at Plug and FuelCell and some of these others, they are spending so much money and constantly having to reraise capital, very different risk profile.

    Travis Hoium: To put some numbers there, Bloom Energy's price to sales ratio is 3.7

    Jason Hall: Right.

    Travis Hoium: Ballard's is 30.

    Jason Hall: Right.

    Travis Hoium: Plug Power's is almost 400.

    Jason Hall: [laughs] Yeah.

    Travis Hoium: It's crazy to me that the most solid business out of those three is also the cheapest.
  • F
    Fiber4theWin
    $BE conversation
    $BE — sell the NG to H2 transition! It will take decades.
  • D
    David
    Bloom Energy Corporation
    $BE. So, SK paid $25.50 for their preferred shares, right?
  • S
    StockStuffer
    $PLUG conversation
    $PLUG $BE

    Google and find the following about the South Korean super stations being set up by SK

    PV-powered filling/recharging station for all kind of vehicles, including EVs and fuel cell cars

    SK has deals with both Bloom and Plug Power
    They don't state it but if you look at the picture for the fuel cell stacks used to turn solar into hydrogen at the facility they have pictures of bloom boxes. I think this shows the efficiency of the stacks when either partner could have been used for the electrolyzed.
  • S
    StockStuffer
    $BE conversation
    Earnings are coming in and there is huge growth around hydrogen electrolyzers, fuel cells, and carbon capture.

    Plug Powers earnings came in yesterday supporting the growth trajectory of over 30% CAGR growth for the industry long term.

    $PLUG beat revenue targets and maintains 2022 forecasts of around 900 million. Projections are for 3 billion in revenues by 2025. The current market cap stands at a little over 14 billion.

    $BE beat revenue estimates with 972 million of 2021 revenues and a projected 1.1 billion in 2022 revenues. The projected growth longer term is 35% annually to 15 billion within a decade. Blooms market cap it around 4 billion.

    $BLDP has earnings around 3/13 with a projected 103 million for the year and analyst projected growth to 144 million next. Ballard stands with a market cap of 3.2 billion.

    $FCEL has earnings around 3/14 with analyst revenue projections of 148 million in 2022 growing to 170 million by 2023. Fuel Cell stands with a 2.2 billion market cap.
  • S
    StockStuffer
    $BE conversation
    As of the last CC the only thing stopping Bloom Energy $BE growth is how fast they can produce Bloom Energy Servers and electrolyzers. The company is rapidly expanding production capabilities and sees growth the next growth the next decade at 35% annually to 15 billion from 978 million this past year.
    BE has a market cap of 4 billion and considered a value next to $PLUG who has a market cap of 15 billion and expected to end the past year with 496 million in revenues with at least a near term higher projected growth rate.
    I believe Bloom need the sector including $PLUG $FCEL and $BLDP to all perform strongly to see a realized value equal to that of PLUG. I see plug trading up to $30 while $BE catches up in market cap and trades up to $93 where the market cap would be equal.