Replies to post #56874 on Plug Power Inc (PLUG)

[uksausage]

I took some off Nikola before the AGM but will likely step back after the RS and Q2 numbers.

They are focussed on getting production line up to a speed that is cash flow positive. With just 2 products and one market they are much more likely to achieve that in the next 12 months than PLUG will. Just a matter of getting the costs down as they ramp up the supply chain volume. Not sure exactly how them selling H2 comes to the bottom lie as some may be included in the price (Trevors vision) whereas I think Ole wants all to pay

PLUG has a delay due to needing the loan to start the production plants. Would love to know the locations of the other sites and source of electricity. Get Texas and NY (or second Olin location) producing and they are cash flow positive. But how much $$ do they need to wait that long