Plug Power Inc (PLUG)

[uksausage]

Answering a few of your specifics.
A leader certainly has to make a loss in the early adopter phase of a new market. It's basic marketing. Having secured the market leaders in distribution though should bring second tier retailers and it has, Walmart is world number one and has brought Home Depot and may be target (not convinced amazon is signed up for forklifts may be agv's).
My numbers show how a 50m quarter will be profitable (non GAAP) 30-35m if Walmart is at 2016 rates.
Plug has 14000 electric vehicles it is not only powering but servicing and supplying hydrogen. More than Toyota Honda or any other electric vehicle supplier may be Tesla has overtaken them I'm not sure.
They have started making hydrogen with the first reformers installed
for FedEx or for hubs where a cluster of customers exist. I thin New York State is getting one for FedEx range extenders