I do some of my best learning during debates. Hopefully our debate helped you to learn something about Plug Power, but I guess there is no reason to continue.
you havent stated the measure that you define profitability as.
that may be critical in any analysis. You have also stated they il be losing less - not being profitable which is a change in your position.
PLUG does one deal that is bigger than FCEL's annual business so it is really had to compare.
Where is Jason Few's profitability forecast?
PLUG has forecast 2024 and I agree with that with one caveat - the USA H2 production goal may be extended with many more 200MW plants being built if no other company invests in the market. That investment may take cash from the $$ being made. Hydrogen (with or without $3 per kg from the US Gvt) and electrolysers will be bigger than Fuel Cell business and they have pricing advantage on electrolysers.
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