Plug Power Inc (PLUG)

[uksausage]

I think we are getting the right amount of PR - there is a ton of information out there from management about their business plan - more than any other NASDAQ company I would surmise.

Things like:
Lists of existing customers, number of sites
How they will grow to $500m a year - which marsegments the revenues will come from. - They have 4200m of bookings remember so not far fetched
Just how big they are in terms of hydrogen usage.
How margins have improved from -60% to +30% on hardware and will keep improving- including details of what has been redesigned, how volume reduces component prices etc.
How service margins will swing to positive by the year end naming parts that have been problematic (but now reliable supplier found).
How they exploit real time data feeds from customers to do preventative maintenance to reduce service costs down the road.
Adjacent markets they are entering now (GSE, 4LTE, retail stores) and ones they will when they have rights solution (TRU)


That combined with :
Insider buying
Hypulsion purchase
Q2 shipment report

should give every short nightmares and is more than enough to make your mind up.

Why are you in PTOI? - have they resurrected the machinery from the winter 2 years ago yet? I must revisit the iHub board to see if they really are in play. Lost a lot of money on old JB's promises