Plug Power Inc (PLUG)

[uksausage]

Very odd action today in advance of the results in the morning
I guess everyone is too "Seeking Alpha'ed out" after the rush of articles in the past 24 hours.

I was going to look at a straddle as the stock is likely to move fast in either or both directions as there are so many bulls and shorts whatever the numbers each side will find something to like and hang their case on.

More than anything the conference call will be vital as set out in the "40 questions" article.

Understanding why they needed to take the loan out last week -what was pressing why just $12m what is their longer term financing and will it only apply to Walmart sales etc.

I hope we get some inkling of how they plan to close more customers - sales of new clients and into new industries seems to be a secondary focus. Update on FedEx projects (GSE and RE) SYSCO TRU's, retail store solutions (local hydrogen production of distribution system) etc

It might be nice to see a new board member appointed with responsibility for marketing (in widest sense of the word) and higher focus on the COO to execute the current bookings.