Plug Power Inc (PLUG)

[Jack_Bolander]

MORE BAD NEWS !

Struggling PLUG Power will begin losing out to Linde, Air Liquide and APD as soon as the 45 v rules are finalized.

There will be a quick bump, but PLUG cannot compete with the majors and their stronger financial wherewithal .

Beleaguered PLUG, is close to multi-year LOWS and needs an ATM and a government loan in order to stay in business. Think "More DEBT and More Dilution" in order to become a major Hydrogen producer as some of you hope.

In comparison, LINDE is trading close to their 100+ Year HIGHS , and has a long history of profitability, and can fund their Hydrogen expansion without raising Debt or Equity / Dilution. The same is true for Air Liquide and Air Products.

Which companies will have the higher margins ? Companies who can cash-flow projects or companies who need to borrow money at high rates.