Thursday, January 26, 2023 2:14:05 PM
How is it that I knew that PLUG wouldn't meet their Green Hydrogen numbers last May and Sanjay and Andy didn't?
Sanjay is great at the strategy but has proven unable to execute. The theory he sold Andy and the board is sound still (even with tumbling Nat gas prices) thanks to the IRA.
PLUG have a head start of 2 years - but more like 18 months due to the problems they have faced and are overcoming. See Nikola's list of production plants: nothing coming on line until mid 2024 (a date we may believe) and they will rely on PLUG delivery until then
I wonder what the boards view is ? - SK rep for example cannot be happy with US situation and FFI relationship changes
A new GM of the hydrogen business would help - the guy from Tennessee may be?
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