$PLUG DarkPool 0219 - Net DP Vol -3M (Shorted > TUTE acc). MASSIVE TUTE acc, Net Long ~419.9M, since Barclays upgrade $7 > 13F filings.
Outlook:
- Significant catalysts, Q3 tops Rev, UPGRADED 2021 & 2024 Targets
- HUGE Partners - SK Group (Asia), Renault (Europe)
- $1.5B offering > strategic move incoming (GM+PLUG>Biden FED EV)
- LT: Parabolic move potential, multi-bagger
Catalysts:
1) GigaFactory (Electrolyzer) site - NY
2) 4th pedestal - GM? (6+ in discussion)
3) Class 6/8 H2 trucks early 2021 - Linde
4) Stationary - Data Center 2021 (MSFT/AMZ?)
5) 5 Green H2 Plants
6) Engaged 3+ large OEMs NA & Europe (1 - Gaussin)
7) $200M green bond offering > projects
8) Aviation - test flight 2022, in service 2024
Investor: Foundational pillars of multi B$ 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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