greenways schreef op 18 mei 2017 13:21:
seekingalpha.com/article/4074243-hars...Bottom line:
Mr. Irwin is clearly wrong on the Wal-Mart issue but has brought up a good point with regard to the company no longer providing the overall backlog number.
Management's halfhearted rebuttal does not fully address the issues raised in the research note and might even lend some credibility to the suspicion of the company trying to hide order cancellations from the investment community.
But for Plug Power shareholders, nothing has really changed. The next potential catalyst for the stock remains the upcoming Wal-Mart lease terms amendment which should be finalized at the time of the Q2 conference call at the latest point.
Beyond that, the company will have to live up to management's projections over the course of the year. As always, I remain highly skeptical on Plug Power's ability to deliver on its targets.
Het blijft allemaal maar afwachten.
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