Plug Power Inc (PLUG)

[uksausage]

this(the long timelines for hub selection) is why Andy's strategy of going it alone to prove the technology.in scale is setting PLUG apart.

It may be a draw on us in terms of cash flow (building 5-10 H2 production plants before the final hub consortia are chosen) and of course the delays in learning this and its impact on share price.

BUT in the long run IF he delivers we as a company will be so far ahead of others who are waiting for the hubs to learn how to do things - like CC for example.

Hopefully there is a cheap DOE loan of upto $1.5Bn they can call on which will allow them. to finance their H2 plants rather than using cash - hence the increase in cash reserves planned for end 2023 that isn't reflected in the share price as the current numbers don't reflect that possibility but Pauls forecast does.