Poet has not disclosed the buyer and is not likely to but notes it is 'Canadian'. The buyer, if a public ETF or fund, will need to report the position in its year-end report, but these are not typically available until March or so.
PLUG is down 48% this year. The sector has rolled over, but the company's high debt level and losses and massive negative cash flow have of course also been factors in the decline. 12-month cash flow was negative $840M. Its last quarter was weak and estimates have been ticking down in the last month. It is going to need more capital and thus will likely dilute shareholders. More debt may not be a good option for the company and might not be even available. There has been a bit of insider buying over the last six months. It has bounced fairly well off its September low. Tax credits are a risk, and the new US government is not so 'green friendly'. On a fundamental basis we can't endorse it.