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J.R. Jay Investments

Skip to main content. Plug Power Continues Its Aggressive Market Expansion. August 9, 2015. August 11, 2015. Plug Power continues to meet all of my personal ‘earnings season’ expectations. They’re growing their customer base and satisfying those customers. At the same time, they’re meeting their steadily-increasing sales targets while increasing the size of their addressable market. The company can achieve positive gross margins, which they did this past quarter. With stable SG&A and positive gross margi...

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Skip to main content. Plug Power Continues Its Aggressive Market Expansion. August 9, 2015. August 11, 2015. Plug Power continues to meet all of my personal ‘earnings season’ expectations. They’re growing their customer base and satisfying those customers. At the same time, they’re meeting their steadily-increasing sales targets while increasing the size of their addressable market. The company can achieve positive gross margins, which they did this past quarter. With stable SG&A and positive gross margi...
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J.R. Jay Investments | jrjay.com Reviews

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Skip to main content. Plug Power Continues Its Aggressive Market Expansion. August 9, 2015. August 11, 2015. Plug Power continues to meet all of my personal ‘earnings season’ expectations. They’re growing their customer base and satisfying those customers. At the same time, they’re meeting their steadily-increasing sales targets while increasing the size of their addressable market. The company can achieve positive gross margins, which they did this past quarter. With stable SG&A and positive gross margi...

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1

Some Perspective on Plug Power’s Q3 Update – J.R. Jay Investments

http://jrjay.com/2014/11/331

Skip to main content. Some Perspective on Plug Power’s Q3 Update. November 13, 2014. November 13, 2014. Plug Power released their Q3 results. . . and people went mad. Looking at the StockTwits stream. Coca-Cola was added to the growing list of repeat customers. Companies are definitely interested in hearing about Wal-Mart’s growing hydrogen infrastructure. However, companies are even more interested in the work being done in Europe (HyPulsion). We don’t hear much about HyPulsion, exce...Even more, Plug a...

2

Plug Power Continues to Impress – J.R. Jay Investments

http://jrjay.com/2015/02/plug-power-continues-to-impress

Skip to main content. Plug Power Continues to Impress. February 3, 2015. February 6, 2015. 1 Plug nailed their lofty $150-million bookings goal and their shipments goal. As a small aside, if you do the math, only $126 million of the $150 million in orders have been announced via PR to-date. That means there are at least $24 million in bookings from 2014 lingering in the background waiting to be announced. Coincidentally, we never got a PR for that eighth Walmart DC in Calgary, Alberta that Marsh ...Durin...

3

J.R. Jay Investments – Page 2

http://jrjay.com/page/2

Skip to main content. A Visit to RadioShack’s Boston Concept Store. September 1, 2014. October 14, 2014. With 70% of my RadioShack thesis. Playing out sooner than I expected, it’s already time to seriously re-evaluate my position. So I thought that visiting one of the new concept stores would be a great place to start. Luckily, there’s one that opened-up in downtown Boston a few months ago. Why I’m Investing in RadioShack. August 21, 2014. October 14, 2014. 2 An Expanded Fix It Here Program. Just look ar...

4

February 2015 – J.R. Jay Investments

http://jrjay.com/2015/02

Cannot modify header information - headers already sent by (output started at /home/content/p3pnexwpnas01 data03/35/2200935/html/wp-content/themes/sparkling/header.php:12) in /home/content/p3pnexwpnas01 data03/35/2200935/html/wp-content/themes/sparkling/header.php. Skip to main content. February 13, 2015. March 23, 2015. A quote from Gevo’s January business update:. Plug Power Continues to Impress. February 3, 2015. February 6, 2015. Leading-up to the day of the conference call, analysts and investors al...

5

Understanding Plug Power’s Contract with Ballard – J.R. Jay Investments

http://jrjay.com/2014/10/understanding-plug-powers-contract-with-ballard

Skip to main content. Understanding Plug Power’s Contract with Ballard. October 11, 2014. October 14, 2014. Now how does the Ballard deal relate to any of this? Speak Your Mind Cancel reply. RadioShack’s Last Day Could Be Its First. Some Perspective on Plug Power’s Q3 Update. Plug Power Continues Its Aggressive Market Expansion. Tours, Meetings, and POWER Trips: How Plug Power is Delivering. How Plug Power is Prepping for the Mass Market. Plug Power Continues to Impress. James Jay on StockTwits.

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Skip to main content. Plug Power Continues Its Aggressive Market Expansion. August 9, 2015. August 11, 2015. Plug Power continues to meet all of my personal ‘earnings season’ expectations. They’re growing their customer base and satisfying those customers. At the same time, they’re meeting their steadily-increasing sales targets while increasing the size of their addressable market. The company can achieve positive gross margins, which they did this past quarter. With stable SG&A and positive gross margi...

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