Plug Power Inc (PLUG)

[scubastevemd]

Listening to the call and Andy did say there would be some upfront cost(charges) when talking about industrial products and then when asked by Joe on a follow up question, Andy goes blank and has no memory of saying it. The rest of the call was pretty consistent. I found it interesting that they are trading off some of the credits to get business. Seems like Andy likes sharing and giving away the store. I wonder how necessary it is if you truly are the leader why? No one asked them about adding a fuel surcharge to help cover our increased cost. No one asked about their compensation being obscene as compared to peers and no one asked about them or the company buying shares.
I did gather that working with Olin maybe a quicker way to market and lower cost than setting up our own plants and expect them to use that method more in the future.