Replies to post #36485 on Plug Power Inc (PLUG)

[uksausage]

you cannot recognize shipments until they are "accepted" by the end customer.

I suspect they shipped lots of GenDrives to new DC's where they are also installing the GenFuel infrastructure and until everything is installed tested and working they cannot be deemed revenue generating.

Why they don't spell this out a bit better I cannot say- you are right these are great numbers, Q2 off to a flying start and the build of inventory is to support much higher deployment rates than last year.

may consider buying calls after the dust settles on these numbers and the China trade talks. Q2 should be impressive they have to average over $60m a quarter to hit reaffirmed annual numbers.

[scubastevemd]

Saw that also. I wonder if they did those last quarter or moved them forward and why? Also, you can tell they change some short term debt for a longer period, but overall we will owe more over time it looks like as it increased. I just hope we are not playing games to hide the reality of what is really happening. While not happy with the increased loss maybe they just wanted to take the hit now in what is an overall weak quarter and then look positive the remainder. I still hold onto 2020 as our year to shine. I just hope it is not longer than that. I also, am getting tired of waiting for those Big deals. It is like a sale. Until it is paid and any grace period is over until it is a done deal!