OK. That's very clear. 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. And I think you guys explained that the guide down in back at the business update was due to operational hiccups related to the electrolyzer ramp in rollout. And again, Alex, as you know, right, we've talked about it before. 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. A menu will appear and you can choose whether to report the video to TikTok or you can select More next to Not interested, to hide videos from a specific user. So on the answer to Kash's question, I was a little confused, Paul. Our next question comes from Sam Burwell with Jefferies. So 2020 out -- by the way, we -- I'm going to take another step back -- we have a good deal of business activity, which will occur with SK this year, including supporting electrolyzers in South Korea, bus fleets as fueling stations where we have quite a bit of business in fueling stations that will be seen as revenue this year as that business begins to grow. Sure. And I put in fuel, that fuel category, other cryogenic equipment and liquefiers and tank and tankers and things like that. You're probably wondering how this meme came to be. Yeah. And our team has been particularly focused on the Nordic regions. With TikTok, you can post wacky 15-second videos for the entire community of musers to see. , Your email address will not be published. Absolutely. But I'm very optimistic about the DOE, I think that's a very viable and likely scenario. And with the progression that we're showing in both sales and margin, it puts me in a much stronger position in terms of options. Eric Stine -- Craig-Hallum Capital Group -- Analyst. Luckily, you can get this information with just a few quick taps. 119 Likes, TikTok video from EMMA | ENGAGEMENT AGENCY OWNER (@righthandglam): "*record scratch, freeze frame* youre probably wondering how i got here #mentalhealthawareness #mentalhealthtiktok #mentalhealthtok #entrepreneurtok #entrepreneurs #socialmediaexperts #mystory #mystoryisntover". If so, I found it to be entertaining. Join. Let me just clarify. My very quick follow-up is you sometimes do credit for your materials handling business and we're looking at -- just basically in to add about 80 new material handling sites -- so if you could quickly talk about that. I'm not sure what type of vehicle they started with to reach this point. So I think from a portfolio perspective, when you think about our overall cost of green hydrogen, that's about the right number. Ami Hadani: "You're Probably Wondering Why I'm Here," vocal overdub, take one. You're probably wondering how I got here well it's a long story 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. This time, it hits different. Plus, major bonus is that being off birth control and cutting out gluten majorly helped my depression and anxiety. And then, maybe also discuss how we should be thinking about the timing and size of the DOE loan, if there's been any evolution in your expectations there? Ask a question: Send the Help Desk your personal technology questions. You might want to save seven chicken sandwich reviews or shelve book titles for your next read. Happy to. If you're being prompted for 2 Factor Authentication, but didn't turn it on directly, it's probably because your password is common or otherwise easily guessed. So I would say everything is in the mix, Craig, and I'm going to -- we're going to work through the best capital decision for Plug. And by the middle of 2024, that 200-plus tons will be producing at full capacity, and that's how we're looking at it. So Michael, no change to that view, right? TikTok shows you recommended videos, as well as videos from the musers that you follow. Here's how you can get business funding even as a start up There's I mean, I'm trying to reconcile the sales funnel with the order backlog. Thank you. You're probably wondering(3) - YouTube It sucked so much. These books were the catalyst to my freedom. Waiting. Please state your question. Sure. We can do this together. Plug Power (PLUG) Q4 2022 Earnings Call Transcript So those pedestal customers could over the coming years deployed anywhere between five to 10 sites per year just to kind of make sure that the numbers are clear to you. Yeah. So we can -- I would say this, I can tell you what we're not going to do. So I do think there is a little bit of difference there. The only reason it "doesn't exist" is because of the song, which was clearly just a random, mildly fitting choice by whoever put it in audio format. A year into working for the non-profit as an intern, they offer me a full time job in their marketing department managing their social media, taking photos, and managing events. So in the equipment line, it now reflects all equipment across the company. And every 15-ton plant needs a seven trailer not to even include all the storeys that they're going to need, right? Picture it, crying while sitting at my corporate desk job, just trying to survive the winter, mascara dripping down my face. Kind of resilient to try to turn it into a teaching moment, I suppose. So it helps fund our business as we move forward as it does -- the equity investments and so forth as those turned. Absolutely. The feed knows you like them. I quit my job in January of 2020 with no plan. 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. Despite these concerns, many users say TikTok has the potential to build community and serve as a resource and a source of inspiration. 48w. TikTok's musers always seem to come up with different trends, memes, and challenges on a weekly basis. And our next question comes from Bill Peterson with J.P. Morgan. That mix is probably 75%, 80% for large sites in the first half of the year and then probably settling back into the medium -- the 35% number we shared previously in the second half of the year. Either way, you have a very short timeframe for your videos, but it's still not as limiting as Vine's six-second maximum. Here's everything you need to know, including what TikTok is, how it works, and how to use it. However, registering for an account allows you to follow other users and actually make videos. So there's a lot of learnings that we've been able to leverage from Georgia. Mr. All right. Its a recipe for disaster. 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. Paul? And then, maybe just a follow-up on a previous question. 10 Create in me a clean heart, O God, And renew a steadfast spirit within me. Theyjust revealed what they believe are thetenbest stocksfor investors to buy right now and Plug Powerwasn't one of them! Psalms 51 1-14A Prayer for Cleansing1 Have mercy upon me, O God, According to Your lovingkindness; According to the multitude of Your tender mercies, Blot out my transgressions. It was bad. This ended up being one of the best decisions I made for my health and life. TikTok also cycles through various challenges that a large number of musers attempt. It all" We have the scoop on how to see who viewed your TikTok video and profile, plus where to find other TikTok analytics. Classic. Record scratch, freeze frame, Baba O'Riley plays. During my year as an employee, I got really sick. I see some get defensive but most either ignore or take the opportunity to share beliefs. Any color on how this will play out. In fact, the time constraint usually makes for more creative and entertaining videos. Bretman makes it clear he's no singer- but proves otherwise as he pays homage to his mother, #MileyCyrus, sings #Rihanna, and winds down with #FrankOcean.If you're curious about the song Bretman uses as a hint to leave the club or the theme song to his life, be sure to watch along. A year ago today And last one for me, guys, on. So maybe just on gross margin. Jonathan M. Thompson, owner of Battlefield Press, has passed away. Certainly does. I can remember when I was a little kid, writhing on the floor, grasping my stomach in pain, not wanting to go to school. Our plants will utilize plug electrolyzers and cryogenic equipment to produce and deliver liquid hydrogen, the Plug trailers. Yeah. There are actually two questions there, Sam, the first one, I will let Paul address by the quarter was a little light. We havent even made it to the freeze frame from the beginning of my story. To view and track the performance of your TikToks, all it takes is a few simple steps: Speaking of making the most of your social media accounts, heres a handy tip for your other go-to app: You can limit how often you see comments and messages from certain accounts with the Restrict Account feature on Instagram. Things that are mutually we're working on a concept, a contract that we mutually aligned on and we're working diligently to bring that to fruition. The good news is it's -- the volume and the sales are there. Through therapy, my anxiety is getting better, but I still dont feel settled. Hi. Cost basis and return based on previous market day close. Say Aloha to #BretmanRock, who is coming to #ELLE ready to be the best video #SongAssociation has ever seen. If you enjoy the rest of their content, give them a follow and stay up to date on all of their new posts. I think first and foremost, we are quite interested in offtake agreements. You might be scrolling through makeup tutorials and then come across racy videos that ruin your experience. Sanjay, do you want to take that one for Amit. Now that you know a bit about TikTok's background, it's time to learn more about the app itself. And our next question comes from Ameet Thakkar with BMO Capital Markets. So we're more confident than ever in terms of the benefits that we're seeing in those reliability investments. It helped, I guess. When we talk about commissioning to full production, no different than how solar and wind industry actually talk about commissioning to commercial operation date. Instances of the "You're probably wondering how I got here" movie trope If I was in -- crystal balls are tough, but I would think in 2028-2029, you're probably talking 30%. Stationary is going to be a meaningful part of our program this year. Paul? Find the newest I Bet You Re Wondering How I Got Here Meme meme. Good afternoon. I think, first of all, material handling will be a meaningful part of our sales, somewhere between 55%. So just maybe walk us through what happened there and what drives the confidence that those should start to improve starting in Q1 and Q2? And so, this year, particularly as we progress through the year, you're going to continue to see not just the leverage, but the margin accretion as we continue to scale those products and work through those issues. OK. Great. Youre ready to take these steps to reveal the users who have visited your profile. Can you talk about how big this could be for third-party sales? And No. So PJ, I think it will be -- I think -- let me take a step back. Just another site. Appreciate you guys taking the questions. And if this trend holds, that certainly would be very helpful. When -- we really believe when we take a look, Johnson Matthey has great capabilities when it comes to being able to source precious metals, which is really critical in this industry, but also have been deeply involved in what we think are really interesting product development work in MEAs, and we use their technology today. He put me on a month long elimination diet to rule out any food sensitivities, and lo and behold, hello gluten allergy! After all, the newsletter theyhave run for over a decade, Motley Fool Stock Advisor, has tripled the market.*. In an instanteverything changed.Ive had anxiety issues for what seems like my entire existence on this planet. 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. Looking at the fuel cell systems and infrastructure line, that's been a consistent 20% gross margin business and it dipped in 4Q. Curiosity is killing you, and youre totally fine with other TikTok users knowing youve checked out their profile. TikTok video from Cat Burns (@catburnss): "". Please state your question. And our next question comes from Craig Shere with Tuohy Brothers. Can You See Who Views Your TikToks and Profile in 2022? 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. Thank you. cc: im kristen, youre probably wondering how i got here | every teen movie intro: | cc: but if i were to tell you that wed have to go waaaaaaaaay back | original sound - Cat Burns. Tech tips to make your life easier: 10 tips and tricks to customize iOS 16 | 5 tips to make your gadget batteries last longer | How to get back control of a hacked social media account | How to avoid falling for and spreading misinformation online, Data and Privacy: A guide to every privacy setting you should change now. 2 Wash me thoroughly from my iniquity, And cleanse me from my sin. Electrolyzers is going to be a pretty meaningful part as we're talking about that. 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. In the pop-up menu, select Creator tools.. Let's circle in the 70% range. It's almost half of our business in the coming year. So Paul, and Sanjay, do you want to take that one? Subsequent quarterly reports on Form 10-Q and other reports we file from time to time with the Securities and Exchange Commission. So it was $1.4 billion, 10% gross margins and what I've talked about is kind of a $125 million per quarter opex rate is roughly as a proxy. After one really long night and reaching out to my glorious social media community for prayer and encouragement, I decided to research my ass off. The internal use of those products, we bought those businesses primarily for security of supply, as well as using the cost savings we have from those at cryogenic equipment actually more than pays for the acquisitions. Repent and Turn Away From Your Sins Today. We will add three new pedestal customers this year. I got really lucky and signed a freelance social media management client that paid, in full, which made it possible for me to pay for my first nutritional certification. The environment was not the vibe. It's not like the volume was not there. It's almost like a . Or is that more of a proxy for adding new pedestal? So that will convert out. 669 Likes, TikTok video from Gift | SOCIAL MEDIA MANAGER (@socialgift): "Youre probably wondering how I got here #yoursocialmediabff #socialmediamangement #businessownerthings #instagramcontentcreator". ET. Thank you. In the February 3 presentation, you talked about near-term production costs about $4 per kilogram. So if I was going to give you an order, Bill, we'll sell hydrogen to anyone in the heavy-duty vehicle industry. 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. He was down. Heres what to do: Pro tip: You can also activate this feature by going to your profile page, tapping on the eye icon and then selecting Turn on.. Do you want to comment on that, Sanjay? Turn on post view history by toggling the switch to the on position. (Does anyone know the OG creator of this audio? That was in December of 2015, its been 7 years of no gluten and Im grateful for it every day. In other words, the world has access to TikTok, while China can only use Douyin (the US may also ban TikTok). Please state your question. yup | That's me > | you're probably wondering how I ended up in this situation Originalton - POVs. These features can come in handy when you want to boost your reach and engagementor when you just want to know if your ex is checking out your posts. Could that ever make sense with that opportunity to ever present itself? And the second one, I'll let Sanjay talk about the ramp of the electrolyzer business. Does any know where the "yup thats me, you probably wonder how i got But I know that there's probably 20 trailers that -- or hydrogen trailers that we're building or have been built that we're looking to ship and that we can see that as we sell our liquefier and electrolyzer products, people are coming to us about our cryogenic trailers too. Just want to make sure that's still the right way to think about it as we think about Georgia lighting up period the next month or so. So that's how I think it will play out, PJ and I have real live data at least initially that probably is a pretty fair estimate of the initial number I'm putting out there. 1,611 Likes, 15 Comments - The Sports Memery (@thesportsmemery) on Instagram: "*record scratch* *freeze frame* "Yep, that's me. Im talking about the kind that make you pass out or puke. 11 Do not cast me away from Your presence, And do not take Your Holy Spirit from me. And I think I get different answers from different people. And then, lastly, the stationary -- large-scale stationary product, we're going to be shipping the first large-scale systems in Q2. When I look at cash, I look at the total pool of the equity investments, the short-term securities. Those are what you're seeing negatively draw down equipment margin. So I'm excited about the DOE program. Weird Alibaba: The cutest electric vehicle with tank tracks Invest better with The Motley Fool. Emma was formerly a Senior Writer and Junior Editor for the Creative section. So it's really just a timing thing. Discover short videos related to youre probably wonder how i got here on TikTok. After a few months of being a shell of myself, I decided to move back to Texas and live with my parents till I could really figure out what was wrong. My acne cleared up, but that anxiety I was experiencing was soon accompanied by severe depression. Just trying to understand the opportunity there. We're trying to accelerate the programs and I'm working behind the scenes, trying to defer the payments being a good CFO. YEP | THATS ME | YOURE PROBABLY WONDERING | Originalton - POVs. The app was an immediate hit, gaining millions of users in a fairly short period of time. I was not going to sit around and let this control my life, affect my marriage, and make me feel like a human garbage can. We talked about how we're doing in the past and as last year, you did announce Nikola as an offtake and plus to be buying trucks. And we're seeing that already in the first couple of months. You record videos by holding down a big red button, and (unlike Snapchat) you can edit them afterwards. Curious of that $8 million to $9 million per ton per day is still holding steady and how you expect that to trend over time? At this point, I would like to turn the call over to PLUG's CEO Andy Marsh. Paul Middleton -- Chief Financial Officer. Yeah. And then, when you look at the list of all the projects, Georgia this year, Louisiana this year, Tennessee expansion, ongoing work then we actually have bought about 45 tons of liquefier, one of the key long lead time items, which we can also leverage for some feed gas opportunity in terms of 2023 opportunity. Its been 3 years of naturally tracking and cycle syncing my life and I can tell you, that it has changed everything, for the better. Bill Peterson -- JPMorgan Chase and Company -- Analyst. I was going to change my hormones for the better one way or another, naturally, without prescriptions or synthetics. Sanjay, do you want to comment on natural gas at all? 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. Sometimes, people talk slowly really slowly. When you start seeing content that you dont want, you can make explicit and implicit changes. We are providing levels of product that's absolutely turnkey. Good question. We have a number of programs, which we've seen tremendous benefits in the small population of sites and units that we've deployed them to. That's a real important milestone to show, and it will start being accretive very quickly. [Operator instructions] Please note that this conference is being recorded. You are using an out of date browser. Now, we have some real meaningful activities going on here in North America. However, we believe that our plans are achievable and have built in some buffer in our projections for 2023. psychic | 41 views, 0 likes, 0 loves, 0 comments, 0 shares, Facebook Watch Videos from Zalora: Was Nicola Bulley MURDERED-! I wanted to ask a couple of quick ones, following up on Manav at the top of the call about material handling. Log in to follow creators, like videos, and view comments. And so, I think we're going to have real good progression as of the year. I think publicly, we've talked with a target of up to $100 million of sales in that product line. Thank you. Just on gross margin, obviously, a pretty critical objective. Yeah. TikTok may seem to be the exclusive domain of teenagers, but it's entertaining for all ages. 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.
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