Da wir letztens noch ein Zitat vom Yahoo Forum hatten, hier noch eins, das ich sehr interessant finde. Natürlich steckt auch hier im Schreibstil viel Euphorie, aber lest selbst
(Vor Zwei Tagen)
Here are my main takeaways from Roberto Friedlander’s (Director of Investor Relations) presentation at the Fearnley Securities Hydrogen Conference today:
1. 4th pedestal customer will be announce in a matter of weeks.
2. He mentioned on road with Linde, Gaussin, and Lightning Systems.
3. We will shortly have an announcement with a large technology company for stationary power backup(Microsoft).
4. He mentioned that Plug will be expanding with a giga factory and Green H2 production facility in Europe.
5. He mentioned a new bi-polar plate design that will be produced in the new giga factory that will double the current density.
6. Green H2 will be at parity with grey H2 by the time of the first 2 H2 plant completion in 2022.
7. We are very well on track for 2024 projections.
8. Plug’s main focus right now outside of material handling are On-Road and Stationary Power.
9. When he talked about the recent capitol raise, I found it interesting that he said that it was not something that Plug had planned to do. Plug felt they were well capitalized at the point, but it was brought up by major investors that wanted to take a bigger position in Plug. The demand was so high that they significantly increased the raise from 750M to 1B. It was filled over night. This will allow them to more rapidly execute on their expansion goals.
10. Roberto is a good speaker that I believe will represent Plug well. I am happy with him as an addition to the Plug executive team. |
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