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Re: Jack_Bolander post# 45429

Thursday, 09/30/2021 3:24:37 PM

Thursday, September 30, 2021 3:24:37 PM

Post# of 56856
JB- Why anyone would want a more enigmatic (puzzling & darkly expressed) CEO is beyond me. Sanjay has also been out there spreading the PLUG vision.

Also, the $500 DOE loan offer was reported in a news release: https://www.ir.plugpower.com/Press-Releases/Press-Release-Details/2021/Plug-Power-Invited-to-Submit-Part-II-Application-for-Proposed-520-million-from-DOEs-Title-XVII-Loan-Guarantee-Program/default.aspx Is that what greg wanted?

Also, when Andy said he expects high hydrogen costs to resolve themselves, he said it after explaining the reasons for the high costs and what was done to mitigate them. There is no reason for a follow-up news release to announce that hydrogen costs have dropped.

As for the cost of production plants, the GA plant is expected to cost $84 million as per this news release: https://www.ir.plugpower.com/Press-Releases/Press-Release-Details/2021/Plug-Power-Announces-Green-Hydrogen-Plant-in-Camden-County-Georgia/default.aspx , and the green hydrogen plant in NY is expected to cost $290 million per this news release: https://www.ir.plugpower.com/Press-Releases/Press-Release-Details/2021/Plug-Power-to-Build-North-Americas-Largest-Green-Hydrogen-Production-Facility-in-Western-New-York/default.aspx. I notice that, when there is a partner, PLUG doesn't talk numbers. There might be a reason for that.

As to greg's concern about a growing pipeline of customers not being revealed, as long as Andy keeps raising, and beating, the projected revenues, I have no problem waiting for the customers' names until he is able to provide them.

The only thing wrong with Plug Power stock is a national financial system that is flirting with disaster. It has nothing to do with the company's transparency or leadership. Also, when reposting from other boards, please make an attempt to verify what is being reposted.





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