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rgmorris

11/19/23 6:03 PM

#53831 RE: Jack_Bolander #53829

Hey Jack,
I have to admit that I am eaten up with jealousy !!!! Wintering in Mexico is the best. Hope you enjoy it !!!

Thanks so much for your response and sharing your discussions. Much more informative than any Plug quarterly call. Yes, I am being sarcastic.

It will be interesting to see what happens in the next six weeks or so. I am thinking and feeling that no reasonable private funding will be available due to the collapse in the stock, no DOE money coming due to an obviously poor business model and an even worse execution of the plan, Georgia and Tennessee plants will be in late December, if they can even hit their revised target this year as they have been dismal in forecasting so far, revenue and margins will be as bad as third quarter or possibly worse as there have been zero changes or cost reductions from Andy or Paul and finally it will be apparent that the revised 1.1 Billion in year end revenue will be a considerable miss.

Hope I am wrong but I don't think so. Did I miss anything?