Plug Power Inc (PLUG)

[canadajim]

I hope everything goes well tomorrow but...

There are lots of MAKES that must happen, and lots of BREAKS all of which must be avoided.

MAKES
- revenue at $70M+
- gross margin improved from Q3
- EBIDTA close to or above break even
- revenue/margin guidance level or increasing from Jan. CC

BREAKS
- any MAKE is missed
- increased litigation accrual on Soroof lawsuit/no settlement in sight
- new potential lawsuits not addressed properly
- customer delivery schedules revised to later times
- Andy misspeaks (angry at shareholders, impossible promises)
- issues of revenue reporting are not put to bed once and for all

Then there are certain possibilities that would cause a seismic shift in the stock price (tongue firmly in cheek) :

SUPER MAKES
- Walmart announces that all DC's are converting to PEM FC's in a 5 year $5B contract with PLUG
- Toyota annouces they are buying PLUG at $50/share
- Andy announces he is stepping aside for the good of the company and will be replaced by Elon Musk who has given up on battery powered anything and will convert the Tesla to FCs


SUPER BREAKS
- Walmart declares bankruptcy
- Toyota announces they are dropping FC cars and gettin' back with battery crazed Elon and the Tesla
- Andy announces he has had Idi Amin's hand shaped toilet seat installed in Plugs executive washroom and declares himself CEO for life

I figure we better laugh now while we still can!

Fingers crossed - GLTA pluggers.

P.S. Inspiration for this post comes directly from my previous experiences with the unpredictable nature of Plug's actions. Nothing will surprise me any more. (I hope.)