Aug. 10 at 8:09 PM
$PLUG $BE $FCEL
Plug has survived the brutal dilution phase, revenue is growing again, and margins are improving.
The EPS miss isn’t great, but if management can eventually turn that revenue growth into positive cash flow/EBITDA, ~
$2 could look very cheap in hindsight.
Add in the potential data center opportunity, and I like the optionality.
High-risk spec, but I’m willing to take the bet. 🚀