The Opportunist's  Instablog

The Opportunist
Send Message
Trader Princeton University '97 Proprietary trader 15 years Launched hedge fund 2013
  • PLUG Or BLDP Should Buy HYGS 0 comments
    May 29, 2014 11:36 AM

    Given the vast disparity in market caps, which makes no sense in my opinion because HYGS business lines have larger market opportunities and better profitability, PLUG or BLDP would be wise to capitalize on their market currency. HYGS management and investor relations have only been able to convince the analyst community and not the market at large of its potential. As such, there remains a huge valuation disparity between HYGS, PLUG and BLDP. Andy Marsh has been looking for ways to expand his markets for material handling business and to expand into other categories like refrigeration. HYGS power to gas is a larger opportunity then both of PLUG's businesses combined at over 20 billion dollars. if PLUG or BLDP had any sense whatsoever they would lob a $50 takeout bid for HYGS and dominate the space.

    Disclosure: I am long HYGS.

    Additional disclosure: and plan to trade it actively based on price

Back To The Opportunist's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers


More »

Latest Comments

Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.