And in terms of cadence, clearly, we're going to still have kind of the one third two thirds phenomenon seasonality of our sales for a number of reasons. So in terms of the electrolyzer scope and the timing and cadence, do you want to talk about that, Sanjay? But from a contracting standpoint, that's what you can see right now, Amit. Yeah. Required fields are marked *. Thank you. So we -- this year, we already, I know Sanjay have four contracts, four liquefiers we sold and that we're looking to continue to increase that number and there's a great deal of sales activity. Please come up and talk to us. Replying to @FightHaven "You're probably wondering how I got here." . Updating your app will do more than give you access to new features; it will protect your online privacy too. And I think I get different answers from different people. Just think of TikToks as a shortened version of YouTube videos. .css-ze5eiw-SpanViews{-webkit-flex-shrink:0;-ms-flex-negative:0;flex-shrink:0;padding-right:12px;color:rgba(22, 24, 35, .75);}53.2K views|.css-15ooo5t-H4Link{font-family:ProximaNova,Arial,Tahoma,PingFangSC,sans-serif;font-weight:400;font-size:14px;line-height:20px;display:inline;color:rgba(22, 24, 35, .75);margin-left:12px;}.css-15ooo5t-H4Link a{color:rgba(22, 24, 35, .75);}. People can also direct-message you and spam your inbox. In the February 3 presentation, you talked about near-term production costs about $4 per kilogram. It's almost half of our business in the coming year. PLUG is actively pursuing every aspect of the hydrogen economy, including expanding the hydrogen ecosystem, and establishing top-tier manufacturing and supply chain capabilities. And we believe that ultimately, the liquefiers also will be used off hydrogen pipeline to be able to deliver high-quality storage of people who are not on the pipeline. AT THIS MOMENT I KNEW #bounceworkout #trampolinefitness #bouncefitness #houstongym #fyp #gymtok #trampolineworkout #fyp". We are no longer supporting IE (Internet Explorer), how to block someone on Facebook Messenger, how to tell if someone blocked you on Instagram, I Tried TikToks Favorite Self-Tanning Drops, and They Made My Winter Skin Glow, Do Not Sell or Share My Personal Information. Yeah. (Does anyone know the OG creator of this audio? 669 Likes, TikTok video from Gift | SOCIAL MEDIA MANAGER (@socialgift): "Youre probably wondering how I got here #yoursocialmediabff #socialmediamangement #businessownerthings #instagramcontentcreator". And in other situations, it's actually the network where they are actually allocated a certain amount of capacity from plant A, B, C and D, if you will, right? Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. And the combination of those two activities support the 30 megawatts. TikTok also cycles through various challenges that a large number of musers attempt. Implicitly, you can also quickly skip videos you dont want more of. So I really don't have any debt currently, as I said, because the small -- very small portion of converts to have is like four times six times in the money. A good, big girl job. Hi. But more importantly, we're really thinking about where can you get the lowest possible cost of that renewable electrode, right? Thanks for the color and good luck on the execution on all these projects. Happy to do that. 2 Wash me thoroughly from my iniquity, And cleanse me from my sin. I do want to ensure complete transparency by acknowledging the potential challenges that may arise during our business activities throughout the year. Yeah. If you've been on social media lately, you've likely encountered short videos of people lip-syncing, dancing, doing stunts, or performing short skits. So that's really -- it really was more -- it was more on the -- it was really on the customer side and their ability to -- so much of our products go into new facilities with some of our customers. There are actually two questions there, Sam, the first one, I will let Paul address by the quarter was a little light. Now, from a product standpoint with our 1-megawatt architecture and 5-megawatt architecture, especially with our 5-megawatt turnkey product, this is really making green hydrogen easy, if you would, for our customers because all our customer need in that case is land and water and availability of power. TikTok may seem to be the exclusive domain of teenagers, but it's entertaining for all ages. Despite these concerns, many users say TikTok has the potential to build community and serve as a resource and a source of inspiration. Like Vine, Musical.ly centered around short videos, particularly the kind that involved lip-syncing to music. We'll do 80 deployments in material handling this year. The feedstock hydrogen plant, the likes of JV with Olin, lower capex, right? Again, I think the way we are managing and running our electrolyzer business, right, is essentially there's two pieces to that business. Wooo. (Here's how to download TikTok videos on desktop and mobile.) Our next question comes from Sam Burwell with Jefferies. Since these videos have been spreading like wildfire across the web, you're probably wondering what TikTok is, how to make your own videos, and how to get most out of the app. The Motley Fool has no position in any of the stocks mentioned. I noticed on the discussion on the sales funnel for the electrolyzers at a pretty substantial proportion is related to, I guess, green hydrogen/green ammonia. *Average returns of all recommendations since inception. But, sometimes, while Im sitting in school, or creating social content, or writing an email, or cooking food to support a cycle phase, or talking to one of you beautiful humans about your story and your health, I feel her words. You record videos by holding down a big red button, and (unlike Snapchat) you can edit them afterwards. I can remember when I was a little kid, writhing on the floor, grasping my stomach in pain, not wanting to go to school. And then, lastly, the stationary -- large-scale stationary product, we're going to be shipping the first large-scale systems in Q2. Thank you, guys. Sorry, I am in the airport, might be loud. Sure, everything I tell you or share is not going to make you whole, only you can do that, but I know that I can help you and maybe even offer some guidance in your process. So happy to -- P.J., so a couple of things, right? Picture it, crying while sitting at my corporate desk job, just trying to survive the winter, mascara dripping down my face. So -- but as we continue to improve that, it will be -- a stronger process is more predictable, easier to manage moving forward. TikTok video from sarinamichelle__ (@sarinamichelle__): "I know youre wondering how I got here. I think that -- and we -- and it's really related to what I talked about in January with the construction at our customer sites being slowed down because of the challenges in supply chain and so this year, the number of sites we will do will be 2x, and we know where they're going. Let's not forget, it's a first of the green hydrogen liquid plant in the world that has not been built in the past, right? However, that caused me to buckle down and learn A LOT. I would think that -- when I look at the coming deployments over the next six to seven months because some of our large pedestal customers are beginning to deploy at a faster rate again. Finally, I believe, the end of 2023, no one will question Plug's ability to scale the hydrogen economy. Originalton - POVs. As we rolled into 2023, you're going to see a step function change and leverage on those facilities. I'll hand the floor back to Andy Marsh for closing remarks. If youre not comfortable with that, it may be best to keep your profile views a mystery. From expanding your reach online to earning some bragging rights, having this info at your fingertips can be a game-changer. I guess I will -- I'll just make one comment, and then I'll hand it off to you Sanjay, that's assuming that our plans for what we build stays flat, which I think probably will continue to build more plants. These books were the catalyst to my freedom. In college, I get pretty good at managing my depression and anxiety, so much so that I almost forget its a thing. You know that TikTok trend that starts in a ridiculous freeze frame and says "You're probably wondering how I got here," well, that's basically where we are right now. Well, thank you, everyone. These forward-looking statements speak only as of the day in which the statements are made and we do not undertake or intend to update any forward-looking statements after this call or as a result of new information. PSYCHIC READING And you are right, it gets lost in the shuffle. Use this to your advantage: If you want to see more of a certain type of content, engage with it by liking it, commenting on it, sharing links or liking comments. So Sanjay, do you want to take the first one? If youre wondering why you keep getting soothing ASMR videos when you havent liked any, its probably because you clicked on a creators profile after watching or you interacted with the comments. The next question comes from PJ Juvekar with Citi. By 2026, we expect to generate $5 billion revenue and $20 billion by 2030. Please state your question. We havent even made it to the freeze frame from the beginning of my story. Later this month, TikTok CEO Shou Zi Chew will respond directly to U.S. lawmakers concerns in a congressional hearing. And then, to follow up, you said you were targeting 50 to 60 new pedestal customer sites. TikTok video from itsevanwilliams (@itsevanwilliams): "How Every Movie Starts #movies #comedy #actor #sketch #fyp". Correct me if I'm wrong, but that's a number that could be pretty constant as we look out on an annual basis. Are any of those with existing customers? I was just wondering that's lower than it was last year in the prior year. This ended up being one of the best decisions I made for my health and life. ByteDance developed Douyin in 2016, and launched TikTok for the rest of the world in 2017. And I put in fuel, that fuel category, other cryogenic equipment and liquefiers and tank and tankers and things like that. By tracking stats like who views your content and profile, you can grow your account and go viralor just find out if your crush saw your latest video. And when we think about hydrogen generation in Europe, those are really the two areas that southern portion of Europe, such as Spain, as well as the Nordic region where you have accessible hydropower and wind power, which we think makes a lot of sense. He was an incredibly prolific author, from Star Trek to Robotech to his own creations for Pathfinder and Savage Worlds. In fact, TikTok could be considered a huge security risk. ET. She had a vision of me bringing health to people, which Im not going to lie, felt very far-fetched, especially while I was so sick. Just trying to understand the opportunity there. In The End Of The YMCA - There I Ruined It. To make a new file for your videos, click create new collection. You can also make bookmarked files private. The main attraction of TikTok is the use of music. Kashy Harrison -- Piper Sandler -- Analyst. Really, really appreciate it. That's probably roughly 30%-plus. But the good news is the options continue to open up to us even unsolicited inbound opportunities from various lenders and people and banks that we want to make sure we're best positioned to take advantage of the lowest cost of capital and most flexible capital opportunities, and we'll continue to think about what that structure is. And when you break down what's in that funnel, almost 50% of that is really related to e-fuels, including green ammonia-type opportunities. Waiting. [Operator instructions] Please note that this conference is being recorded. So give us some time, there's a lot going on behind the scene and really looking forward to actually talking a lot more about it even in North America, as you actually really look at when 2023 sort of like in the second half of the year. But I lost all of my friends in the process, was failing out of school, and could barely function. So -- and again, these are all done from a portfolio perspective, if you would, right? So -- and I mean, as we briefly mentioned in the shareholder letter, right, we have almost 200 tons of offtake agreement in place right now between our pedestal customer like Amazon, Walmart and others. Sure. Is that a fair number? Thank you. Go to your profile by tapping the Profile icon in the bottom right-hand corner of your screen. Now, finally, Texas is a 45-ton plant. I will now turn the conference over to our hosts Teal Hoyos, senior director of marketing and communication. Buy These 2 Stocks in 2023 and Hold for the Next Decade, 2 Growth Stocks to Buy Before the Big Bull Rally, Join Over Half a Million Premium Members And Get More In-Depth Stock Guidance and Research, Copyright, Trademark and Patent Information. Simultaneously, which should give investors a little more confidence, we are also working on the details of the MEA manufacturing plant in South Korea to support that 200-400 megawatts per year size deployments between '25 and 2040. Just on gross margin, obviously, a pretty critical objective. Youre reading a free article with opinions that may differ from The Motley Fools Premium Investing Services. Truly thriving. So I'm sitting with a great position, and you probably saw that we paid off generates. Here's where Musical.ly comes into play. 8 Make me hear joy and gladness, That the bones You have broken may rejoice. It sucked so much. Just help us walk through that, please? And I think you guys must have seen that there is some update in the slide that we provided here in this shareholder that are even more is the one that we had before. However, investors are cautioned not to unduly rely on forward looking statements, and such should not be read or understood as a guarantee of future performance or results. *Stock Advisor returns as of February 8, 2023. These habit-tracking apps can help. Join. 16.3K Likes, 76 Comments. TikTok shows you recommended videos, as well as videos from the musers that you follow. 32.7K Likes, 77 Comments. And in terms of the timing of when we might be able to talk about that, i.e., I believe that we'll be able to share something incremental with you during 2023. Repent and Turn Away From Y. psychic | 41 views, 0 likes, 0 loves, 0 comments, 0 shares, Facebook Watch Videos from Zalora: Was Nicola Bulley MURDERED-! So Biju, yeah, it is an important part of our business model. TikTok video from Julie Kobylarz (@mousetales): "Reply to @timatoesoup This is a repost but I HAD to! Check out Into The AM and use code \"WhosImmortal\" at checkout to save 10% on your order - https://goo.gl/zRNbqKWant a partnership? Got it. , Your email address will not be published. Kind of resilient to try to turn it into a teaching moment, I suppose. So what does this have to do with TikTok? Add in moving across the country and not really having any close friends. 243 Likes, TikTok video from HOT97 (@hot97): "Just a casual day at HOT 97 @Bianca Belair #SplashSummerVibe #Ebro #BigInkEnergy #fyp". Please state your question. Are you looking at this mostly to serve your internal needs? Select the three-bar Menu icon in the top right-hand corner. And again, high-class problem, but it was fairly meaningful in terms of the volume, which is a good problem. That being said, I think that treasury will be coming out in July with the guidance. You might be scrolling through makeup tutorials and then come across racy videos that ruin your experience. On the service line, it's really -- last year was affected in part with supply chain and other issues that we talked about, we're getting access to parts. This year is really a testing and verification of our stationary products. Paul Middleton -- Chief Financial Officer. Keep in mind that once you enable this feature, other users will be able to see if you viewed their profiles. Please state your question. But from a cadence standpoint, that's how you should think about it. There's been a tremendous learning period that we have had with the plant in Georgia. So that's an important one. http://bit.ly/SubToImmortal Sponsor the channel here https://goo.gl/jyW5vmFollow me Twitter https://twitte. Help us understand what they bring to the table, why this partnership is important to you? Sure. So what we're seeing -- I think, James, you're well aware of the challenges that folks have in bringing transmission-wise to support fleets of electric vehicles. Great. On the liquefier, we are a real believer that during the next 10 years, liquid hydrogen is going to be the primary most cost-effective means of transporting hydrogen any distances. What is TikTok? Whats it like being a Navy Diver? My acne cleared up, but that anxiety I was experiencing was soon accompanied by severe depression. Just wondering what are your sort of big picture views on that topic. As BPIJonathan, he was a member of the RPGnet community for more than 20 years. We have the scoop on how to see who viewed your TikTok video and profile, plus where to find other TikTok analytics. You're probably wondering how this meme came to be. If you're successful with the DOE loan, do you not need to back lever and recycle the capital in the green hydrogen network? Which, hey, great for them, but to lose all that income and not have any clue what Im supposed to be doing, VERY STRESSFUL. Say Aloha to #BretmanRock, who is coming to #ELLE ready to be the best video #SongAssociation has ever seen. Explicitly, you can either report the video for inappropriate content or flag the video as something youre not interested in by pressing the middle of your screen on any video. And then, just how to think about how electrolyzers should ramp up through the year and how that impacts top line gross margins? So we can -- I would say this, I can tell you what we're not going to do. Such statements are based upon the current expectations, estimates, forecasts and projections, as well as the current beliefs and assumptions of management and are subject to significant risks and uncertainties that could cause actual results or performance to differ materially from those discussed as a result of various factors, including but not limited to the risks and uncertainties discussed under item 1A risk factor in the annual report on Form 10-K for the fiscal year ending December 31 2021. Just had one quick follow-up on liquidity and cash. The editing options obviously don't compare to Adobe Premiere Pro, but you can still trim your videos and adjust the speed. On the top line in the quarter, came in a little bit light than what the guidance that you gave a month ago implied. And one final thing, I'll be amiss if I didn't mention this, as our plans come online, the cost actually is one third for us versus what we're paying in the market today that will actually have a pretty meaningful impact to how the trajectory changes for our fuel margin business throughout 2023. I think a combination of some of the issues that we shared and talked about previously in addition to -- it was a meaningful chunk of activity associated with our acquisitions. Hey, Andy and everyone. Good afternoon. And those pedestal customers, folks like Gastar are looking to deploy -- start deploying at scale and that's a benefit not only here in North America, but building out our newer European capabilities. In terms of making videos, the app works a bit like Snapchat. You don't have to register for an account on TikTok in order to use it. Just two quick. After all, the newsletter theyhave run for over a decade, Motley Fool Stock Advisor, has tripled the market.*. Learn More, Plug Power(PLUG 3.83%)Q42022 Earnings CallMar 01, 2023, 4:30 p.m. This Chinese variation still exists today, as it's there to comply with special Chinese censorship laws. I'm not sure what type of vehicle they started with to reach this point. The real -- where we're going to see as we turn on those plants this year and ramping on into next year, that fuel will become a more -- increasingly more meaningful part of the mix as we turn those facilities on and moving into '24 but for this year, that's kind of how that roughly breaks down. However, we believe that our plans are achievable and have built in some buffer in our projections for 2023. Additionally, we have formed valuable partnership with partners such as Johnson Massey, which grants us access to invaluable product development, manufacturing expertise, as well as essential elements that are crucial to scaling the industry. Please state your question. Sometimes, people talk slowly really slowly. I hope that's helpful. In that moment, it did not feel like an answered prayer, it felt like the gates of hell were about to open up and swallow us. And as we -- as you -- as folks are aware, we have some large customers who are looking to deploy EV vehicles. But go ahead, Sanjay. 1,611 Likes, 15 Comments - The Sports Memery (@thesportsmemery) on Instagram: "*record scratch* *freeze frame* "Yep, that's me. You'll notice that TikTok separates some videos into different playlists. So we'll see as the months progress, what makes sense for Plug. It's not even the first electric tank we've featured. A new and little-known feature on TikTok allows users to see whos viewed their TikTok videos and profile, and all you have to do is turn it on. And pay attention to who follows you on Facebook, Instagram, Twitter and the like so you can avoid falling prey to online scams. So there's some situation where maybe an offtake agreement is from one particular plant and a meaningful amount of that. These forward-looking statements contain projections of our future results of operations, or of our financial position, or other forward-looking information. We also believe that again, thinking of scale manufacturing, where we're looking up to putting a 10 gigawatt plant here in the U.S. with Johnson Matthey much like and think about something that looks like the Tesla plan in Nevada. The Motley Fool has a disclosure policy. No education on symptoms or long term effects. You just need to find the right musers to follow, and once you do, you'll receive a daily stream of amusing content. And then, also just wanted to see what we should assume for capex in '23 and maybe '24. OK. Great. Or are you working on those? Yup, thats me Originalton - POVs. Your confidence level around that. No, I understand. Subscribe and join the Immortals today! Since then, TikTok has increased in popularity and is now considered one of the top social media apps. Can you talk about how big this could be for third-party sales? So Andy, I can jump in here. I guess this kind of segues a little on my second question, I don't know if this is kind of like completely off track. So curious what caused the number to come in light and if those issues have been resolved. Sorry about that. Building new product platforms and building first of its kind hydrogen plants involves taking account design and manufacturing learnings, especially for complex products like our electrolyzers in stationary products. Axiomatic, wearing a tattered Hatsune Miku cosplay outfit, is being tossed around the kindergarten playground by an angry crocodile, attempting to choke the lizard from behind without being turned into lunch. TikTok video from Niky and Frey (@nikybylinska): "Odpovdt @saandersson_ here you go!". If I was in -- crystal balls are tough, but I would think in 2028-2029, you're probably talking 30%. Do you think that your customers are still digesting the details on all the nuances of the PTC and any other IR implications before converting their inbound to, say, a firm order? At Plug we place a high priority when the advantage of large scale manufacturing, which we believe will accelerate our business growth and drive profitability. I was sick. Through working with her, I discovered I was fully in the wrong line of work. Happy to do that. All those hours spent scrolling can also improve your life with useful TikTok tricks, like this TikTok mac and cheese hack, this TikTok movie popcorn hack and this TikTok garbage trick youll wish you knew years ago. Last quarter, I think you said about 35% of the material handling business was small and midsize and how is that trending given you guys are targeting a handful of new pedestal customers this year? 1,133. During my time here, my cystic acne came back, full force and so did my anxiety. And directionally, you will actually see that as costs continue to go down. Outside of that, and changes in the exact wording, it very much does exist in all the examples you just provided. 238 Likes, TikTok video from khajits (@khajits): "yep that's me, you're probably wondering how i got here. Now were really getting into the fun stuff. Good evening team and thank you for taking the question. As with all our articles, The Motley Fool does not assume any responsibility for your use of this content, and we strongly encourage you to do your own research, including listening to the call yourself and reading the company's SEC filings.