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Plug Power's Lowered Guidance Lacking Detail, Analyst Says<blockquote>分析师表示，Plug Power 下调的指导缺乏细节</blockquote>
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He has a price target of ","content":"<p>'Details were not provided,' Coker Palmer analyst Vaibhav Vaishnav writes. He has a price target of $13 for the stock, compared to its recent quote of $32.08.</p><p><blockquote>Coker Palmer 分析师 Vaibhav Vaishnav 写道：“没有提供细节。”他对该股的目标价为 13 美元，而最近的报价为 32.08 美元。</blockquote></p><p> While Plug Power shares firmed Friday after the hydrogen technology company’s earnings guidance beat expectations, at least one analyst wanted something else: details.</p><p><blockquote>虽然普拉格能源的股价周五在这家氢技术公司的盈利指引超出预期后走强，但至少有一位分析师想要的是别的东西：细节。</blockquote></p><p> “Details were not provided,” Vaibhav Vaishnav of Coker Palmer Institutional wrote in a commentary. He sees tough sledding for Plug Power’s stock in the near term, with a price target of $13. He rates Plug Power a sector underperform.</p><p><blockquote>“Coker Palmer Institutional 的 Vaibhav Vaishnav 在一篇评论中写道：”没有提供细节。他认为普拉格能源的股价在短期内将面临艰难的下滑，目标价为 13 美元。他将普拉格能源评为表现不佳的行业。</blockquote></p><p> The stock recently traded at $32.13, up 1%.</p><p><blockquote>该股最近交易价格为 32.13 美元，上涨 1%。</blockquote></p><p> Among the details Vaishnav sees as missing: Specifics on the company's $3 billion revenue estimate as well as investments needed to achieve its stated targets.</p><p><blockquote>Vaishnav 认为缺失的细节包括：该公司 30 亿美元收入估计的细节以及实现既定目标所需的投资。</blockquote></p><p> “The company spoke only about $1 billion in revenue from material handling and $700 million from hydrogen fuel,” Vaishnav said. “We assume the current four segments together total $1 billion, and $700 million is from third-party sales. PLUG also mentioned three gigawatt installed electrolyzers by 2025,\" the analyst wrote.</p><p><blockquote>“Vaishnav 说：”该公司只谈到了大约 10 亿美元的物料搬运收入和 7 亿美元的氢燃料收入。“我们假设目前四个部门的总收入为 10 亿美元，其中 7 亿美元来自第三方销售。PLUG 还提到，到 2025 年，将安装 3 千兆瓦的电解槽，”这位分析师写道。</blockquote></p><p> What's more, Plug Power is targeting 500 Temperature Programmed Desorption (TPD) plants and 1,000 TPD plants by 2025/'28 respectively.</p><p><blockquote>此外，普拉格能源的目标是到2025/28年分别建成500座程序升温解吸(TPD)工厂和1000座TPD工厂。</blockquote></p><p> \"Each 20 TPD plant costs $100 million, implying $2 billion/$4 billion capex beyond the initial 100 TPD targeted by the end of 2022,\" Viashnav wrote. \"PLUG intends to build a GW factory in Korea and a 2 GW factory in Australia. The HYVIA production facility could cost $200 million.</p><p><blockquote>Viashnav 写道：“每个 20 TPD 工厂的成本为 1 亿美元，这意味着比到 2022 年底最初设定的 100 TPD 目标还要高出 20 亿美元/40 亿美元的资本支出。”“PLUG 打算在韩国建设一座 GW 工厂，在澳大利亚建设一座 2 GW 工厂。HYVIA 生产设施可能耗资 2 亿美元。</blockquote></p><p> Also lacking additional detail, according to Viashnav: the company's estimates on how much it can make on hydrogen sales.</p><p><blockquote>Viashnav 表示，还缺乏更多细节：该公司对氢销售收入的估计。</blockquote></p><p> “The average purchase price for hydrogen from third parties, the amount of hydrogen lost in storage/transfer and the selling price to internal customers,\" Vaishnav said.</p><p><blockquote>“Vaishnav 说：”从第三方购买氢气的平均价格、储存/转移过程中的氢气损失量以及向内部客户出售的价格。</blockquote></p><p> \"The company estimates it can generate 30% gross margins at $6/kilogram, which makes sense to us. But we look for clarity on translation from the $6/kg selling price to an effective price realized of $4/Kg in 2019/’20/1H ‘21.”</p><p><blockquote>“该公司估计，每公斤 6 美元可实现 30% 的毛利率，这对我们来说很有意义。但我们希望明确如何将 6 美元/公斤的售价转换为 2019/20/1 上半年 21 年实现的 4 美元/公斤的有效价格。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Plug Power's Lowered Guidance Lacking Detail, Analyst Says<blockquote>分析师表示，Plug Power 下调的指导缺乏细节</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPlug Power's Lowered Guidance Lacking Detail, Analyst Says<blockquote>分析师表示，Plug Power 下调的指导缺乏细节</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-15 23:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>'Details were not provided,' Coker Palmer analyst Vaibhav Vaishnav writes. He has a price target of $13 for the stock, compared to its recent quote of $32.08.</p><p><blockquote>Coker Palmer 分析师 Vaibhav Vaishnav 写道：“没有提供细节。”他对该股的目标价为 13 美元，而最近的报价为 32.08 美元。</blockquote></p><p> While Plug Power shares firmed Friday after the hydrogen technology company’s earnings guidance beat expectations, at least one analyst wanted something else: details.</p><p><blockquote>虽然普拉格能源的股价周五在这家氢技术公司的盈利指引超出预期后走强，但至少有一位分析师想要的是别的东西：细节。</blockquote></p><p> “Details were not provided,” Vaibhav Vaishnav of Coker Palmer Institutional wrote in a commentary. He sees tough sledding for Plug Power’s stock in the near term, with a price target of $13. He rates Plug Power a sector underperform.</p><p><blockquote>“Coker Palmer Institutional 的 Vaibhav Vaishnav 在一篇评论中写道：”没有提供细节。他认为普拉格能源的股价在短期内将面临艰难的下滑，目标价为 13 美元。他将普拉格能源评为表现不佳的行业。</blockquote></p><p> The stock recently traded at $32.13, up 1%.</p><p><blockquote>该股最近交易价格为 32.13 美元，上涨 1%。</blockquote></p><p> Among the details Vaishnav sees as missing: Specifics on the company's $3 billion revenue estimate as well as investments needed to achieve its stated targets.</p><p><blockquote>Vaishnav 认为缺失的细节包括：该公司 30 亿美元收入估计的细节以及实现既定目标所需的投资。</blockquote></p><p> “The company spoke only about $1 billion in revenue from material handling and $700 million from hydrogen fuel,” Vaishnav said. “We assume the current four segments together total $1 billion, and $700 million is from third-party sales. PLUG also mentioned three gigawatt installed electrolyzers by 2025,\" the analyst wrote.</p><p><blockquote>“Vaishnav 说：”该公司只谈到了大约 10 亿美元的物料搬运收入和 7 亿美元的氢燃料收入。“我们假设目前四个部门的总收入为 10 亿美元，其中 7 亿美元来自第三方销售。PLUG 还提到，到 2025 年，将安装 3 千兆瓦的电解槽，”这位分析师写道。</blockquote></p><p> What's more, Plug Power is targeting 500 Temperature Programmed Desorption (TPD) plants and 1,000 TPD plants by 2025/'28 respectively.</p><p><blockquote>此外，普拉格能源的目标是到2025/28年分别建成500座程序升温解吸(TPD)工厂和1000座TPD工厂。</blockquote></p><p> \"Each 20 TPD plant costs $100 million, implying $2 billion/$4 billion capex beyond the initial 100 TPD targeted by the end of 2022,\" Viashnav wrote. \"PLUG intends to build a GW factory in Korea and a 2 GW factory in Australia. The HYVIA production facility could cost $200 million.</p><p><blockquote>Viashnav 写道：“每个 20 TPD 工厂的成本为 1 亿美元，这意味着比到 2022 年底最初设定的 100 TPD 目标还要高出 20 亿美元/40 亿美元的资本支出。”“PLUG 打算在韩国建设一座 GW 工厂，在澳大利亚建设一座 2 GW 工厂。HYVIA 生产设施可能耗资 2 亿美元。</blockquote></p><p> Also lacking additional detail, according to Viashnav: the company's estimates on how much it can make on hydrogen sales.</p><p><blockquote>Viashnav 表示，还缺乏更多细节：该公司对氢销售收入的估计。</blockquote></p><p> “The average purchase price for hydrogen from third parties, the amount of hydrogen lost in storage/transfer and the selling price to internal customers,\" Vaishnav said.</p><p><blockquote>“Vaishnav 说：”从第三方购买氢气的平均价格、储存/转移过程中的氢气损失量以及向内部客户出售的价格。</blockquote></p><p> \"The company estimates it can generate 30% gross margins at $6/kilogram, which makes sense to us. But we look for clarity on translation from the $6/kg selling price to an effective price realized of $4/Kg in 2019/’20/1H ‘21.”</p><p><blockquote>“该公司估计，每公斤 6 美元可实现 30% 的毛利率，这对我们来说很有意义。但我们希望明确如何将 6 美元/公斤的售价转换为 2019/20/1 上半年 21 年实现的 4 美元/公斤的有效价格。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/coker-palmer-lack-of-detail-plug-power\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源"},"source_url":"https://www.thestreet.com/investing/coker-palmer-lack-of-detail-plug-power","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169383767","content_text":"'Details were not provided,' Coker Palmer analyst Vaibhav Vaishnav writes. He has a price target of $13 for the stock, compared to its recent quote of $32.08.\nWhile Plug Power shares firmed Friday after the hydrogen technology company’s earnings guidance beat expectations, at least one analyst wanted something else: details.\n“Details were not provided,” Vaibhav Vaishnav of Coker Palmer Institutional wrote in a commentary. He sees tough sledding for Plug Power’s stock in the near term, with a price target of $13. He rates Plug Power a sector underperform.\nThe stock recently traded at $32.13, up 1%.\nAmong the details Vaishnav sees as missing: Specifics on the company's $3 billion revenue estimate as well as investments needed to achieve its stated targets.\n“The company spoke only about $1 billion in revenue from material handling and $700 million from hydrogen fuel,” Vaishnav said. “We assume the current four segments together total $1 billion, and $700 million is from third-party sales. PLUG also mentioned three gigawatt installed electrolyzers by 2025,\" the analyst wrote.\nWhat's more, Plug Power is targeting 500 Temperature Programmed Desorption (TPD) plants and 1,000 TPD plants by 2025/'28 respectively.\n\"Each 20 TPD plant costs $100 million, implying $2 billion/$4 billion capex beyond the initial 100 TPD targeted by the end of 2022,\" Viashnav wrote. \"PLUG intends to build a GW factory in Korea and a 2 GW factory in Australia. The HYVIA production facility could cost $200 million.\nAlso lacking additional detail, according to Viashnav: the company's estimates on how much it can make on hydrogen sales.\n“The average purchase price for hydrogen from third parties, the amount of hydrogen lost in storage/transfer and the selling price to internal customers,\" Vaishnav said.\n\"The company estimates it can generate 30% gross margins at $6/kilogram, which makes sense to us. But we look for clarity on translation from the $6/kg selling price to an effective price realized of $4/Kg in 2019/’20/1H ‘21.”","news_type":1,"symbols_score_info":{"PLUG":0.9}},"isVote":1,"tweetType":1,"viewCount":3233,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/827396168"}
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