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uksausage

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Re: Jack_Bolander post# 54455

Friday, 12/29/2023 9:05:49 AM

Friday, December 29, 2023 9:05:49 AM

Post# of 57062
what do you think the Q4 expectation is so we can measure the miss.

we know it will be bad but that is therefore the expectation.

I think they may beat revenues as they ha all the backlog inventory to ship once hydrogen supply chain issues were fixed (and they were in late Q3). Shipments to the rest of the world wouldn't be affected and they had a number of 5MW electrolyzers to ship.

Margin/loss all depends on the price of H2 they paid. did teir forecasts include any savings ofmr Georgia - I dont think so

So what numbers do you think is the forecast so we can measure the size of the miss?
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