They didn't approach things in the same way I was hoping for that is for sure.
Andy is not a marketeer or sales man hence his monotone and hmms and aahs. He is the face of the Fuel cell industry though and is instrumental in where we are now and our position in the hydrogen industry as demonstrated by his role in the Hydrogen council and the various associations. They need a CMO more than ever.
I will need to read the transcript and may listen again later but I thought they did underpin their 2019 forecast from the US MH market and that only 50% was Walmart/Amazon was a lower percentage than I expected. 75% was already booked/visible.
Hoping they would name names for GSE prospects first customers etc was I guess too much hope (check my posts I used the word hope). They did explain the progen solution and how that can be used - more detail on drone /AGV usage than expected - and confirmed they are shipping to Mega deal 3 just like they did with Amazon prior to public announcement.
The statements on Europe and targeting where public refuelling is available implied they may be close to a truck deal there.
So lots of positive stuff.
no negatives, even the cash position and PPA concerns seemed to be handled ok.
Will be interesting to see what happens after the 12th when Andy buys his shares - check out he pR newswires in days following!
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