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uksausage

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Re: JDoggs_Money post# 1945

Tuesday, 03/18/2014 2:21:01 PM

Tuesday, March 18, 2014 2:21:01 PM

Post# of 61282
The issue is that FCEL is in a market that no one can size.
PLUG is in a market they can size and is leading and only c 3% penetration so lots more to go, plus they are entering 3 more markets this year.

So if FCEL can actually demonstrate the market they are in and how big it is that would help. Just being in the power generation market isn't very helpful. their order book is shrinking cf Plugs which is exploding so I would say that Plug is holding their price up not the other way around!

I'm long both for the long run.


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Volume:
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Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
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