Monday Wrap: $PLUG, $BLDP, and $FCEL Electrify Investors

There really is only one word that describes the gains witnessed by investors in the “The Future of Energy Trio” — Plug Power, Ballard Power Systems, and FuelCell Energy: AMAZING.

Lots of digital ink has been spilled about an “equities rotation” that keeps this now 5-year bull market rolling, and it seems we’re also now seeing a rotation in the speculative fervor stocks as these energy stocks have stolen the show from recent high-flyers in the biotech & pharma sectors.

It’s at once exciting and terrifying if you’ve been around the markets for a while.

Exciting because these energy stocks feel like the dawn of an amazing era that holds so much technological promise that can drive entire new industries and ween the western world off of the dependence on foreign (or “hostile”) oil.

Terrifying when you consider that these three stocks were essentially “penny stocks” just a few short months ago. And when its the penny stocks that capture the public’s imagination…. well, we’ll politely call that a Red Flag.

It should go without saying that all three stocks are displaying similar sentiment graphs on StockTwits:

Screen Shot 2014-03-10 at 12.37.37 PM

Fuel cell stocks today: $PLUG +35% $BLDP +33% $FCEL +18% Pandemonium ..

— Robert Lesnicki (@TraderRL23) Mar. 10 at 11:11 AM


On the StockTwits streams today with numbers like what you see above, it was no contest: $PLUG $BLDG $FCEL dominated conversation. And the below message – at midday – tells you all you need to know about the volume. Wow:

166.5 million shares traded today in $PLUG (that's right, total market cap turn over today, and then some)

— PresidiumCapital (@PresidiumCap) Mar. 10 at 11:53 AM


It was hard to keep up, and there were too many to mention, but here are some of the best messages we saw today in real-time:

$BLDP $BLD.CA I agree, this is a repricing of the long neglected HFC industry. Market just catching up with reality.

— Dominic Jones (@irwebreport) Mar. 10 at 10:25 AM

I am not saying you should exit being long $PLUG. Great long term value. However profit taking would be an idea. It has moved to far to fast

— Dan Starr (@DanStarr) Mar. 10 at 11:04 AM

Fun Fact: $PLUG has gone from 12c to $12 in 12 months (100-bagger).

— Jesse Felder (@jessefelder) Mar. 10 at 11:05 AM

May be time to buy $PLUG protection while it's inexpensive. Will allow for keeping your long position through the $FCEL ER and ensuing vol

— John (@SkeetsII) Mar. 10 at 12:03 PM

$PLUG How hard would it be for a deep-pocket company to jump into PLUG's market? H2 sector isn't going to stay in the hands of 3 companies.

— Chuck Feldman (@flowomo) Mar. 10 at 12:15 PM

And in keeping it light….

$PLUG expecting rationality in the market is like expecting honesty in politics.

— Frank Kubin (@HTuttle) Mar. 10 at 01:34 PM


Trade ’em well!
~ Sean McLaughlin (@chicagosean)

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