Replies to post #42933 on Plug Power Inc (PLUG)

[SilverHorizon]

Exactly, all those why’s you have been asking, do you think both of us or anybody here have answers? Only they know, i know it sucks but I’m sure there’s a reason and a BIG one at that and we will just have to wait for that. Who knows they’re buying competition or what not. I’m thankful we have reached at this price per share after all those years of waiting and we saw the results.

[uksausage]

We don't know what action Andy has in mind for this cash.
it does seem ill timed but thats the market we play in, it wasn't as if the update was a rapidly assembled meeting it has happened every year end january for 6 or 7 years.

If there is another acquisition that helps them take a bigger share of the $10 Trillion market shouldn't he do that?

He cant say anything about the deal in advance or to analysts in a conference call.

It was obvious that at least half the current cash is earmarked for projects we know about starting this year, so expansion in other ways will cost money.

Potential acquisitions - FusionFuel (already make H2 at $3 a kg), ITM, Other hydrogen suppliers (I am not familiar with).

possible partnership - NKLA as suggested by Henryk, I would like a scandinavian deal, don't forget the ENGIE relationship may be some major Southern hemisphere deals they need cash for?

Talk of SK doing a deal with China motors - PLUG would need to do upfront investment

So I know it looks like Andy is a kid in a candy store and asking for more allowance but there are so many treats to buy...