$PLUG DP 0108 - Net DP Vol 14.4M (Buys > MM acc). MASSIVE TUTE acc, Net Long ~356.5M, since Barclays upgrade $7 > 13F filings. Outlook: - Significant catalysts, Q3 tops Rev, upgraded 2020 rev & reiterated 2024 guide! - What a sweet curve ball ! SK Group $1.5B investment, while several catalysts awaited! - LT: Parabolic move potential, multi-bagger! Catalysts: 1) Trucks Q3 (Linde) - a) middle-mile b) Long-haul 2) GigaFactory (Electrolyzer) site 3) 4th pedestal 2020 - DHL? (6+ in discussion) 4) Class 6/8 H2 trucks early 2021 - Linde 5) Stationary - Data Center 2021 (MSFT/AMZ?) 6) 5 Green H2 Plants 7) Engaged 3+ large OEMs NA & Europe (1 - Gaussin) 8) $200M green bond offering > projects 9) Aviation - test flight 2022, in service 2024 Investor: Foundational pillars of multi B$ disruptive business in works - platform/ecosystem that future technology participants will value synergies, join forces to drive H2 economy! GREEN H2 achieves escape velocity! IMHO
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