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Energy Plug Recharges Momentum Through Quantum eMotion Alliance

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Reading time: 9 min.

October 15, 2025

Several months ago Value talked about a stock that finally looks ready to take off. That is Energy Plug Technologies Corp. (PLUG.CN) (PLGGF). Quantum and battery technology/recycling plays have been hot. D-Wave Quantum Inc. (QBTS) has soared to a $15 billion market cap while Aqua Metals, Inc. (AQMS) tripled in price on Tuesday. With Tuesday’s news release announcing a three way partnership between itself, Quantum eMotion Corp. (QNC.V) (QNCCF) and Malahat Battery Technology Corp., PLUG is now uniquely positioned as a bridge between these two industries, while also being modestly valued at $23 million market cap. The stock understandably shot up 64% to $0.205 on the news on Tuesday, and finally sits above our opening call price of $0.18. We expect the hype to continue as long as companies like AQMS move like they do and QNC pushes half a billion dollars in market cap. A run to $0.50 would still have PLUG trading at only around a $75 million market cap, even with nearly 40 million warrants and options outstanding that would shore up its balance sheet by bringing in over $5 million in cash upon exercise.

The companies will be integrating QNC’s QRNG2 chip into PLUG and MBT’s Battery Energy Storage Systems (BESS) to create a power system that will be resilient to cyber attacks. This quantum-secured BESS architecture will be able to support Arctic defense installations and remote military bases along with utility-scale smart grids. At a time when Canada is supposedly looking to shore up its defense systems and rely less on the United States for critical defense infrastructure, these three home grown Canadian companies will be able to assist in these goals. All three of them are ideally positioned to call out any bluff made by Mark Carney and the Liberals, especially since MBT is of First Nations origin.

Energy grids being vulnerable to cyber attacks remain one of the prime weaknesses within the developed world, but the issue is often overlooked by the market and the media unless a major attack happens at that time. Given the next wave of hype on the quantum industry, we think that news of this partnership is going to gain sustained traction. PLUG has unfortunately been a dead play ever since we first mentioned it, but that’s because partnerships of this nature need to be constructed carefully and the integration of technology takes time. QNC is one of the most hyped technology plays in Canada right now. But with that hype comes intense scrutiny. The only way it teams with far junior partners like PLUG and MBT is if it thinks that these companies can execute on their end of the bargain with respect to their BESS.
Our short term target remains $0.50 on PLUG as this early stage business model doesn’t yet produce numbers needed for financial analysis. However, one cannot deny the potential it has to run well beyond that on hype. Critical Infrastructure Technologies Ltd. (CTTT.CN) hit a peak of more than $200 million in market cap after running from $0.05 at the end of August to as high as $2.49. CITT is a developer of autonomous, self-deployable communications systems for remote locations. Like PLUG, it’s focused on security and surveillance of hard to reach places like the Canadian north. A significant amount of the design of CITT’s system is dedicated to power generation and storage. A quantum-secure BESS should be of interest to a company like this. While PLUG should be of interest to CITT investors as they would understand and respect its business model which sets out to secure and enhance operations requiring power and communications in remote locations.
This article was curated from our partner publication Value Trades. No changes to the content were made, except the title. 

Partner Disclaimer

This article is brought to you by smallcappower, courtesy it’s content partner, “Value Trades”, a platform that is long PLUG.CN. They have been compensated in the past to write about PLUG, but have also engaged in open market buying and purchased shares in excess of the value of the compensation.

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Ubika Corp / SmallCapPower and it’s afiliates (“SCP”) does not own shares or have any financial interest in Energy Plug Technologies Corp., however, shareholders of Ubika Corp / SmallCapPower and it’s afiliates (“SCP”) also own shares of Energy Plug Technologies Corp. Certain shareholders of Ubika Corp/SmallCapPower and their affiliates may also be affiliated with Energy Plug Technologies Corp. and may hold official positions in Energy Plug Technologies Corp. SCP’s role is strictly limited to managing and distributing this Article. SCP does not provide, endorse, or imply any form of financial, legal, or investment advice, nor does it recommend or endorse the purchase or sale of securities related to Energy Plug Technologies Corp. SCP has not been paid any fees for the distribution of this content.

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Investing in securities, including those of Energy Plug Technologies Corp., involves inherent risks, including the potential loss of capital. Neither SCP nor Energy Plug Technologies Corp. assumes responsibility for any direct, indirect, consequential, or incidental damages or losses incurred by individuals relying on the information provided in this newsletter.

  1. Forward-Looking Statements

This article/blog may contain forward-looking statements as defined by Canadian and U.S. securities laws. Such statements reflect Energy Plug Technologies Corp’s current expectations and views of future events and may include terms such as “expects,” “anticipates,” “plans,” and “believes,” among others. These statements involve risks, uncertainties, and assumptions that may cause actual results to differ materially from those projected. Energy Plug Technologies Corp. does not undertake any obligation to update these forward-looking statements except as required by law. Additional details can be found in Energy Plug Technologies Corp’s public filings at www.sedar.com.

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