Plug Power Inc (PLUG)

[scubastevemd]

Andy sure was not modest and is sure to tout the positive while taking no responsibility for the negative. He teased the class 8 truck thing more than a few times and now seems to have changed his mind. Just maybe he sees that no one so far has really succeeded in that space and the market and infrastructure, nor green H2 supply is not there yet. A partner maybe wise, but they seem to want to work with truck people like Cummins. I do wonder why they cut back on 2 new plants if as they say demand is so strong, they cannot make enough product? Are things costing more than expected and they feel raising more capital with the stock low would be detrimental, so they need to conserve cash? I was surprised that Twiggy was not onboard with us or having a video? Is there an issue with him and is that deal still intact. No one from SK was there. Msft guy was like well let's see what the next package is and then maybe we can work together type attitude.