Plug Power Inc (PLUG)

[Jack_Bolander]

UNDERWHELMED ?

I think several PLUG investors are disappointed with PLUG's MEGA-Symposium and were expecting much more from the event.

Most obvious was the Data Center deal announcement that never happened along with an excellent MS speaker saying that the opportunity and meaningful revenues are "years away".

Several deals were announced, but as usual, zero meaningful metrics like What is the total cost? How many years before there are revenues? What is the ROI? Many of these sounded like more MULAG type deals ... no real revenues.

And speaking of Revenues, the new guidance was certainly a highlight, but that was expected, but so were some real deals with new revenue streams which were not as tangible.