Plug Power Inc (PLUG)

[Jack_Bolander]

BB - Interesting :

1.) I agree. Buying hydrogen instead of building expensive production capacity has always been the way to go.
I suspect that Plug can buy hydrogen for less than it costs them to make it themselves. The BIG 3 have already achieved SCALE.

2. ) This may be why no one seems to be in any hurry to finnish NY, Texas and CA.

3.) Now all PLUG has to do is figure out where to sell the Hydrogen profitably. APD, Linde and Air Liquide have already figured out that Bulk hydrogen for processing is the best buisness model.

Fuel Cells, Transportation, Power Generation, doesn't make sense / cents.