A Quick Takeaway From Bloomberg's Plug Power Piece

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还是受 诚与信与天下 兄弟之托 刚刚翻译好的FOX上的今天的文章,比较匆忙,如有不足之处,敬请谅解

A Quick Takeaway From Bloomberg's Plug Power Piece

从彭博对Plug报道中提取的有用信息


A Bloomberg article focused on Plug Power andcontaining quotes from an interview with CEO Andy Marsh was released duringpremarket hours today. The comments reiterated what was already known to longtime bulls (or bears) who have been closely following Plug Power since lastyear. However, there was some key information in said article that may hinttowards future catalysts for Plug.

在今天开盘前几小时,彭博资讯发表了一篇关于PLUG的的文章,文章主要内容是关于PLUG首席执行官AndyMarsh接受记者采访的相关报道。该篇文章重申了自去年以来一直密切关注着PLUG的广大多头或者空头们已经知道的一些消息。但是,文章中讲述的的一些关键信息有可能成为PLUG未来成长的催化剂。

Here are some highlights I feel worthmentioning:
这是我认为值得大家重视的一些关键点

The U.S. Energy Department shares this view and expects to award $30 million inresearch grants  this year, an officialsaid yesterday at the Bloomberg New Energy Finance conference in New York.

在昨天纽约举行的彭博新能源财经会议上,一位官员声称美国能源部认同会议观点,并预计将拨款3000万美元作为研究经费。

Last time Plug Power received a research grant(regarding FedEx range extenders), shares rocketed higher. If Plug Powerreceives any chunk of that $30 million, I'd expect similar price action.

在上一次PLUG得到的研究经费时(关于联邦快递范围扩展的项目)股价如坐火箭一样的飙升了。如果PLUG这次能够得到3000万美元中的一部分的话,我预期其股价会像上次一样飙升。

"It (material handling market) was nevermeant to be the end-all market for us."

Now that he’s found a niche to sustain thecompany, Marsh wants to expand into new areas where fuel cells can compete withelectricity from fossil fuels.

“它(物料搬运市场)从来就不将会是我们最终的唯一的市场。 ”

现在他已经发现了一个有利可图的市场并可以稳定赚钱以维持公司,但Andy Marsh更想要扩大发展进入到那些燃料电池可 以和传统化石燃料竞争的新领域。

This highlights how big CEO Andy Marsh reallyplans on going with Plug Power in the future. If Marsh views the forkliftmarket, which has the potential to generate hundreds of millions of dollars inannual revenue in the coming years, as a niche that is merely a pawn being usedto sustain the company as they make their entrance into bigger and bettermarkets, then I'm thrilled as a long term shareholder. Just how big Marshmanages to take Plug Power in the future is anyone's guess, but signs point toHUGE.

这凸显了首席执行官Andy Marsh对PLUG公司未来发展所设定的计划有多么远大!如果Marsh现在专注于发展叉车市场不仅仅是因为这个市场有可能在未来几年产生数亿美元的年收入从而可以维持公司正常运营,而且还将能够成为让他们以后进入更大更具潜力的新市场的跳板的话,那我将非常乐意成为PLUG的一个长期股东。至于Marsh将带领PLUG在未来的发展能有多大可能每个人有自己不同的看法,但是公司的前景将毋庸置疑是美好的。

Commercial (Transportation Refrigeration Units)sales will begin in about 18 months, Marsh said. “It’s more of a logistics playthan fuel savings, but it’s a similar size to the material handling market,”Marsh said.

Marsh说(冷链运输系统)的商业销售将在大约18个月开始。 Marsh还说“采用PLUG的冷链运输系统将不仅仅解决节省燃料的问题,还可以提供更好的物流保障,而这个市场未来预计将和物料运输市场达到相同的规模”。

TRUs will be a massive logistics play. Theability for distributors to deliver to establishments all night in the earlymorning hours with no possibility of violating local noise ordinances is huge!This will increase operational efficiencies for distributors, such as Syscowho has been testing their products.

I was unaware of the 18 months timeline.October 2015 ETA of TRUs.

冷链运输系统必将成为一种被广大经销商大量采用的物流形式。很多时候经销商必须从夜晚到早晨不停地运送各种物资,而与此同时还不能丝毫违反当地的噪音管理条例,因此经销商对于这种安静而高效的运输能力的需求将非常大!冷链运输系统将极大地增加经销商的运营效率,比如Sysco(西斯科公司,全球500强公司,主要提供配送和批发业务)公司就一直在测试他们的产品。

而我之前一直没有注意到这个18个月的时间线,即2015年8月PLUG预计将开展冷链运输系统的商业销售。

Marsh expects to negotiate sales of this equipment (ground support equipment for airports) by the end of this year.

Another timeline worth mentioning for sales.Expect commercialization of GSEs by Q4 2014.

Marsh期待在今年年底之前可以谈成机场地面辅助设备的销售合同。

另一个值得大家注意的的时间是预计2014年Q4可以完成地面辅助设备的商品化销售。

The deal (ReliOn acquisition) also lets Plugoffer stationary fuel cells that provide backup power for applicationsincluding mobile-phone towers. That’s a return to the company’s roots, since itoffered similar products years ago, before it decided to focus on forklifts. Italso developed back-up power systems for homes, hospitals and militaryfacilities.

“We’re happy to promote fuel cells of alltypes,” said. “In four or five years much more devices will be using hydrogenas a fuel source.”

这笔交易(对 ReliOn收购)也让PLUG可以为例如移动电话发射塔的很多设施提供固定式燃料电池作为其后备电源。这将重新回归到公司一开始的业务,因为PLUG早在几年前决定把公司发展重点放在叉车业务之前就已经提供过类似的产品。PLUG同时还开发了一系列可供家庭,医院和军事设施使用的后备电源系统。

“我们很高兴能促进各种不同类型的燃料电池的发展” Marsh说 “在接下来的四,五年内将有更多的设备将使用氢作为燃料来源。 ”

This alludes to my post last week (Putting ThePieces Together) alluding to the fact that it would be very easy and seemsabout right for Plug to re-enter the telecom industry, given the fact that Marshand recently hired Jose Crespo are telecom industry veterans.

这些消息以及上周的文章(PLUG:氢能源的整合者)都暗示了我们一个事实:PLUG重新涉足电信领域不仅是一件很容易的事情而且看起来也是一条正确的道路,因为Marsh和他新招来的副总裁JoseCrespo都已经是电信行业的老兵了。

The bears remain in control right now, as morethan 22 million shares are sold shorts, more than 25% of the float. And theclock is ticking away as Marsh is expected to announce a new deal with an automanufacturer by next week. Signs point to Volkswagen, but that's purespeculation.

现在空头们还在继续试图控制股价,体现在做空的股数超过2200万股,占摇摆股数的25%以上。与此同时,距离下周Marsh公布与具体哪家汽车制造商达成新合同的时间也越来越近了。有迹象表明那家汽车制造商会是大众汽车,但这只是纯粹的猜测。

Thetechnical are in line for a set up. Plug has been selling off on minimalvolume, and it continue to hold multiple short and medium term trend lines. RSIcontinues to hold support around 50.

从技术图形来看, PLUG正处于建立上升趋势的位置上,PLUG现在割肉抛售很少,而且各种短期和中期趋势线也很稳。而相对强弱指数也稳定在50左右。

On the weekly, Plug is steadily creepingtowards a bullish "golden cross." If this is confirmed and occurs onstrong volume, keep an eye out for Andrew Jackson.

注意周线的话,PLUG正稳步迈向牛市标志性的“黄金交叉”。如果黄金交叉得以实现同时成交量巨大的话,请留意安德鲁杰克逊(美国第七届总统,第一位平民出身的总统,以强硬而知名,作者在这里可能形容股票将强硬地一路上扬,再无法阻挡)。

全部讨论

2014-04-09 17:54

2014-04-09 15:27

赞一个。

OK

2014-04-09 14:20

貌似fcel已经确定获得300万美元的经费了

2014-04-09 14:12

斗士大哥这个不是我的照片,这个人叫徐翔,泽熙私募的老总。我还在国外读书,等我回天津,希望能见见斗士哥,跟斗士哥当面聊聊天,交流交流,关注斗士哥,学到不少东西,非常感谢!

2014-04-09 10:50

不错的翻译,谢谢分享!

你的照片很富态,不错,要等等看

2014-04-09 09:42

非常感谢兄弟的分享

2014-04-09 09:40

等着老大发号施令!

VERY NICE,THANKS,I WILL AND LONG PLUG WHEN IT IS IN PROPER PRICE