Plug Power Inc (PLUG)

[scubastevemd]

Did Paul? Well, it seems they now have religion and are making steps to implement things they should have long done in the past. Like trying to run a profit-making company. Now let's see if they can do it. I finally had time to listen to the annual meeting and it sounded like Andy is still positive, but now it seems hydrogen is not so easy, as he said building a hydrogen plants was hard. So, it seems BE is now sometimes in 2025. Where have we heard that before in the last 12 years? Also, the DOE loan is 4-7 months and plus 2 to get the money but this was before the recent news. Also, 45v now after the election. So, in reality, nothing this year is likely to get done and both could be wiped out if Trump gets in office, but not sure. Big question is why are they dragging their feet if the Green agenda is so important? Do they want to make this a campaign issue and say if Trump gets elected this will never happen or or they holding out for cash? I wonder how long the cash hold out from the ATM and how much more dilution it causes. They talk about more financing, so I have to assume that the ATM may run out prior to the DOE loan, or they want more cash to get the buildout going. I still have this bad feeling that Andy pulls a RS in the 1:10 range to reduce the share count and do another multi-billion dollar offering. I don't trust him since none of them have bought when we were in the $2-$3 range.