Plug Power Inc (PLUG)

[scubastevemd]

It is viable, but it is a chicken and egg issue still. Even Andy saying in the recent podcast he sees H2 cars more after 2030. You also have to look at where H2 makes the most sense. H2 still cost too much at this point since most is Blue H2 and Nat. Gas is way up. Once Green H2 becomes prevalent and the electrolyzers become more efficient Andy says around 2028, Green should beat Blue. Andy is ahead of the game, but the Big boys are right behind with deeper pockets that I think will eventually gobble up Plug. I would like to hear what is going on with the 15 H2 sites or if things have slowed down waiting for the administration to pass a bill.