$PLUG DP 0405 - Net DP Vol -2.8M (Shorted > TUTE acc). MASSIVE TUTE acc, Net Long ~537.3M, since Barclays upgrade $7 > 13F filings. Strategic: - Reiterated 2021 & 2024 Targets - Global Partners - SK Group (Asia), Renault (Europe), Acciona (Spain/Portugal) - Build NA’s Largest Green H2 Production Facility Western NY - Purchased 2 15T H2 Liquefaction Plants, Chart Ind. - 1st Order H2 refueling station > HRS/France - Biden INFRA PLAN - ST: Accounting err correction - LT: Parabolic move potential Catalysts: 1) GigaFactory - NY 2) 4th pedestal - GM? (6+ in discussion) 3) Data Center (July - MSFT?) 4) Class 6/8 trucks 2021 - Linde 5) 5 Green H2 Plants (1 - Brookfield/PA) 6) 3+ OEMs NA & Europe (1 - Gaussin) 7) $200M green bonds > projects 8) Aviation - flights 2025 Investor: Foundational pillars of multi B$ disruptive business - vertically integrated platform that future tech participants will value synergies, join forces to drive H2 economy! GREEN H2 achieves escape velocity! IMHO
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