Plug Power Inc (PLUG)

[uksausage]

Nothing relevant for the Q4 guesstimates just reiterating 300% growth over 3 years and 14,000 EVs using their stacks - never seems to mention GenSure stationary business! screwed up the number of fills I don't think it is 122 Billion yet so business is as usual!

Today, Plug Power is moving into other industrial mobile applications like delivery vans and buses – leveraging our proven technology and industry know-how.

is interesting as the only Buss involvement is in China. Given this is mostly a European event with some Japanese car manufacturers involved in the Hydrogen council to mention something that is China based could indicate how much it is in his mindset now.

The mention of Linde an Air Liquide as H2 providers is also interesting as they have at least one if not 2 reformers installed and may buy Hygear so they can supply H2 as well.

PLUG probably deliver more H2 than anyone else currently (many people don't realize that it is a PLUG tanker that takes H2 from Air Liquide base to the Walmart DC's) May be they will introduce a trucking department filling up all the California stations for them.

we need a business update date ASAP