Plug Power Inc (PLUG)

[uksausage]

Any new deal will be cash flow positive in isolation - gross margin is at 30% and rising.

the existing agreements (70% of forecast 2019 revenue is already identified and scheduled for delivery) will cover overheads (SG&A R&D).

so what is concerning you and analysts generally?

Actually seeing the numbers in filings - unfortunately you wont see Q4 numbers - you have to manually work them out since they report annual not quarterly numbers - but that shod be enough to convince analyst but by then it may be to late

Do real Due Diligence spend sometime with a spreadsheet and work out why this is a bargain down here. should be in mid $2-$3 range at least after that business update and them finishing selling the restricted stock.