Plug Power Inc (PLUG)

[Jack_Bolander]

G'day,
First, I am no longer in Vancouver, BC. Every autumn, around your Thanksgiving, I head South for the winter. I am currently in a small fishing village, La Cruz de Huanacaxtle in Nayarit, MX. Great weather, great food and no tourists.

As for PLUG :

A group of us who know the hydrogen business recently met via Zoom and here are our collective thoughts:

I still can't believe PLUG's success so far. "Can't people see the issues?"

They all think Sanjay's, Total Vertical Solution is a disaster and will ultimately destroy the company , and it's too late to change course.

"Some of the products and services PLUG is spending Millions to develop will never make a penny and will divert resources and margins, from the moneymaking operations."

"Would SK ever Buy PLUG ? I seriously doubt that could happen, we like our business model and don't see very much of PLUG fitting into our business."