Plug Power Inc (PLUG)

[Big daddy wags]

Interestingly though, in the written “Executive Decision” segment, DHL was NOT mentioned! Perhaps Cramer was not paying attention! LOL

“...Cramer spoke with Andy Marsh, president and CEO of Plug Power  (PLUG) , the fuel cell maker with shares up 69% over just the past three months, despite being down 4% Monday.
Marsh said the time has finally come for Plug Power and the time for hydrogen as a fuel source is now. Plug Power currently has over 35,000 of its fuel cell forklifts deployed to customers like Amazon  (AMZN) , Walmart  (WMT)  and Home Depot  (HD) , Marsh said and Plug Power is the largest user of liquid hydrogen in the country.
When asked about hydrogen's momentum, Marsh explained that companies and their sustainability goals are driving demand, not Washington. He said pro-renewable policies from Washington would only accelerate demand, but private enterprises are choosing green hydrogen over the alternatives.
Turning to the topic of long-haul trucking, Marsh noted that fuel cells are the only choice for longer distances. He said the technology and infrastructure are making hydrogen more of a reality every day.
Finally, when asked about competition from China, Marsh said he's not afraid of competition. He said it won't be easy for China to catch the lead Plug Power has obtained and fuel cells are a lot harder to produce than other technologies like solar panels.”