Replies to post #55810 on Plug Power Inc (PLUG)

[uksausage]

its not meant to stop the bleeding, or be a puff piece.

its an educational webinar for people considering temporary fueling solutions as they trial things like Hydrogen FCEV like Nikola, Hyundai and others. Installing a LH2 system for a fleet of say 50 trucks is a risky endeavor until hey are established. It will also take time so us the mobile refueler as you build up your fleet.
would be interesting to know what Biagi ’s strategy is here.


It could move the needle though if you find the little tit bit of information that contradicts the Andy/Paul/Sanjay standard text for Hydrogen refueling numbers. I would tend to believe these guys.

[B_B!]

Next week
- Conditional approval of DOE loan
End of March
- Final investment decision for Fortescue’s Gibson Island project

April
- Analyst Day, Record Q1 2024 update

May
- Plug Power Announces 2024 First Quarter Results with record revenue and narrowed losses. Andy will also raise expectations.
- Louisiana plant starts production of hydrogen (liquid hydrogen in June, before Q3).
- Final Guidance for 45V with less restrictive requirements

June
- Annual Meeting of Stockholders


(March & April expansion with pedestal customers in material handling, mega deals in fuel cells and electrolyzers)