Plug Power Inc (PLUG)

[r clarke]

Thanks for the rationale behind the bullishness.

It's pulled back a bit so am considering starting a position.

One year target is 13.34 in Yahoo Finance ( Morningstar? )










"Not sure where you get your one year target from.

Hard to predict the target since we just bought two private companies with limited information about their revenues, overheads and margins. These need to be added to PLUG’s ever improving core business numbers. Q3 already reaffirmed best quarter.

United hydrogen means we supply Walmart H2 at cost got to be good.

So two big influencers on long term predictions.
A) the business growth significantly better than a quarter ago
B) the symposium in 3 weeks. Setting out the longer term details of the acquisitions, the gigafactiry (what margin improvement for proGen, genDrive and GinerELX?)

I am not selling any of my (for me huge)positions until at least $20 likely $25 but certainly not until Q3 numbers are in early November."