Plug Power Inc (PLUG)

[uksausage]

wow what an outburst!

There is a healthy mix of long and short views here. The short views driven by frustration, yet for the last 2 years the company has been delivering on the strategy they set out a quarter after announcing the Walmart deal (so articles like the Motley fools yesterday are just ridiculous as they were basing it of 2013 statements prior to the investment in GenFuel)

Because the company was so ridiculed by investors in the pump campaign following Walmart and then the Andrew Left short attack and the on going "manipulation" by shorts the company has gone almost dark in its PR.
The lack of weekly or monthly news is frustrating everyone yet quarter after quarter they deliver more and more systems into a market place they dominate, 90% of all hydrogen fills in the world are done by PLUG customers.

The strategy says they will be break even by the end of this year delivering profits in Q1 2017. All the finance numbers indicate that they are on track for this.

I am long (in my IRA not trading account) because I see this is being delivered in every quarterly report and in the business updates they do once a year (used to be three or four).

It is frustrating when there is no news apart from 5 updates a year but that is a direct result of the investment community. It also drives the manipulation that they want to avoid. One day they will hire a new CMO and start doing real marketing of the company not the solutions.