Thursday, June 11, 2015 10:17:41 PM
No doubt plug will be big in the next 12 months, $100m revenues and break even mapped out and booked, but Mantra may offer better ROI as it is so much earlier in the deft cycle. It's like buying Plug at 0.4 18 months ago.
So investing in both. Main concern here is funding, show me they don't need to dilute and I put more in.
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