Jul. 25 at 11:11 AM
$PLUG You’re stating opinions as facts. If you expect an offering, that’s your thesis. I’m looking at management guidance, improving margins, lower cash burn, and upcoming catalysts. We’ll know soon enough which thesis is right.
One question though: PLUG rallied from
$1.75 to
$4.58 in just 20 days last year despite weaker margins, higher cash burn, and weaker fundamentals. Why couldn’t the market reprice the stock again if execution continues to improve?
especially with institutional ownership now above 66%, short interest trending lower, and management targeting positive Adjusted EBITDA in Q4 2026?