Plug Power Inc (PLUG)

[scubastevemd]

I'm thinking BE 's stock price passes PLUG this quarter as BE's customer eat the increased Nat. Gas cost upon delivery of their product while PLUG has been paying for all of theirs. This should make Bloom closer to BE than Plug. I realize both have their advantages in product design and I own both. Seems they have the backup power and data center markets and have a huge backlog. Notice we do not discuss backlog anymore. I remember when Andy had the MSFT guy on the panel pushing the data center market like we were about to do something with them, and Andy was shot down big time. MSFT said we were in no way ready and apparently still not. Still waiting on those 10 class 8 truck deals they were working on and those pedestal customers. Seems the only way we are gaining revenue is by buying companies lately. Heck, Hyvia won't have much of anything until 2023 and start small. Yes, you just wait until 2030 though!