Plug Power Inc (PLUG)

[uksausage]

I am tending to agree with you Jack.

But then they used Facebook or twitter last night to reiterate the 2018 numbers to confuse us

revenues I know will be ok - since that are locked in with Amazon and Walmart. But margins from the NY Times article would be under pressure.

If I read it right they will be having to hold a higher inventory of unfinished goods since parts are being delayed so they have to order further in advance. they were (I understand) just getting the Amazon pipeline moving nicely but now have to allow for hiccups due to border police holding up goods/parts being imported.

Certainly he will be using it as an excuse and I now expect break even to come later

May be we move manufacturing to Canada - it isn't far from Albany!