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HYGS Is Better Positioned Now Than When I Wrote In Detail About Why It Would Go To 100 In 2014

|Includes: BLDP, Hydrogenics Corporation (HYGS), PLUG

-backlog was less than 50 million then vs. 110 million now

-with Heijili investment (above the market after extensive evaluation to find the best technology) the company will have largest cash pile ever as they inflect to profitability

-relative valuation of PLUGand BLDP would make HYGS worth over $50 today

-commscope artificial selling pressure almost finished

-new business opportunities with Kolon, China, Kurion, Rail, and truck markets did not exist then

-visibility to record next 12 months of revs already booked

-monster orders in power to gas, power generation, and china are any day

- same setup as solars and internet stocks when they pulled back only to make much higher highs

-several institutional investors have shrunk the float making any incremental large investor have to pay up

-large call buyer accumulating nov 7.5's

Disclosure: I am/we are long HYGS.

Additional disclosure: And plan to trade it as price dictates