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uksausage

04/13/18 7:53 AM

#33469 RE: bonneville750 #33468

of course the PPS of a stock affects your balance, but comparing the PPS of two stocks is irrelevant, even if you have both in your portfolio - like you I believe in the hydrogen sector in general for investment.

Why should PLUG and FCEL prices be linked at all -
PLUG $420+m Market value
FCEL $160+m market value

both trade around $2 a share, a $50m increase in market value due to say a new contract will have significant more percentage gain on FCEL stock than PLUG.

BTW I like this combination as they don't really overlap in market space at all. Concerned about Ballard creeping back in to Material handling even though they lead the large train/bus markets and now wearables. The Hydrogen market was nicely segmented between the main players.

Waiting for news from PLUG about new customers, third mega deal, public hydrogen infrastructure strategy and hopefully changes in the C level of the company management