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2021-10-16
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Plug Power's Lowered Guidance Lacking Detail, Analyst Says<blockquote>分析师称普拉格能源下调指引缺乏细节</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>尽管在氢技术公司的盈利指引超出预期后，普拉格能源股价周五走强，但至少一位分析师想要别的东西：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>“没有提供细节，”Coker Palmer Institutional的Vaibhav Vaishnav在评论中写道。他预计普拉格能源股价短期内将大幅下跌，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>该股近期交易价格为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30亿美元收入预期的细节以及实现其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表示：“该公司仅表示来自物料搬运的收入约为10亿美元，来自氢燃料的收入为7亿美元。”该分析师写道：“我们假设目前四个细分市场的总额为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吉瓦的电解槽。”</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年分别建设500座程序升温脱附(TPD)工厂和1,000座程序升温脱附(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：“每座20吨/日的工厂成本为1亿美元，这意味着比2022年底前最初的100吨/日目标还要多20亿美元/40亿美元的资本支出。”“PLUG打算在韩国建造一座GW工厂，在澳大利亚建造一座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：该公司对氢气销售收入的估计。</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/转移过程中损失的氢气量以及向内部客户的销售价格。”</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，以6美元/公斤的价格可以产生30%的毛利率，这对我们来说是有意义的。但我们希望澄清从6美元/公斤的售价转换为2019年实现的4美元/公斤的有效价格/公斤/20/1 H'21。”</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>分析师称普拉格能源下调指引缺乏细节</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>分析师称普拉格能源下调指引缺乏细节</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>尽管在氢技术公司的盈利指引超出预期后，普拉格能源股价周五走强，但至少一位分析师想要别的东西：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>“没有提供细节，”Coker Palmer Institutional的Vaibhav Vaishnav在评论中写道。他预计普拉格能源股价短期内将大幅下跌，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>该股近期交易价格为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30亿美元收入预期的细节以及实现其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表示：“该公司仅表示来自物料搬运的收入约为10亿美元，来自氢燃料的收入为7亿美元。”该分析师写道：“我们假设目前四个细分市场的总额为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吉瓦的电解槽。”</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年分别建设500座程序升温脱附(TPD)工厂和1,000座程序升温脱附(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：“每座20吨/日的工厂成本为1亿美元，这意味着比2022年底前最初的100吨/日目标还要多20亿美元/40亿美元的资本支出。”“PLUG打算在韩国建造一座GW工厂，在澳大利亚建造一座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：该公司对氢气销售收入的估计。</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/转移过程中损失的氢气量以及向内部客户的销售价格。”</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，以6美元/公斤的价格可以产生30%的毛利率，这对我们来说是有意义的。但我们希望澄清从6美元/公斤的售价转换为2019年实现的4美元/公斤的有效价格/公斤/20/1 H'21。”</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":533,"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,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/824532198"}
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