I think that news hurts everyone in the sector somewhat. Plug at least has major contracts and products to prove they are the real deal. As far as replacement or working with Nikola, I think we need to see what happens after the smoke clears before we get involved. We need to know who is in control and their resources so we do not step into a mess.
May be Trevor will be a guest speaker on Thursday now....
Assuming the business model is still as per Trevors vision, I still think PLUGs opportunity is in the Hydrogen network - Giner Electrolysers for smaller stations than the NEL contract is for.
may be for the base station for waste trucks and similar contracts.
PLUG combining their H2 storage and pump dispensers from GenFuel to Giner's electrolyzers and ramping up the volume in the new gigafactory. IMHO PLUG has to get into the volume roll out either for Nikkola or Pilot J or other chain of stations.
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