Replies to post #40330 on Plug Power Inc (PLUG)

[Jack_Bolander]

Agreed . Always light on key metrics.

My biggest complaint about this management team.

[uksausage]

not sure how I missed that last line.

I assumed they had been working with someone (Microsoft by all accounts from conference calls) and so were ready to deliver now.

May be they are getting into a production capacity problem building so many gendrives for Material handling and GSE that they can't build enough ProGen HP units for their first mega customer in the Back up market

Given they have all orders for this years "forecast" in the books do they have any spare capacity to exceed by 20-50%? hope one of the so called analysts can ask that question at the Q2 call