I've been of this belief too. Posted it last week. Does the manufacturer name matter? If the deal is done, and $150M in bookings is done, then it is included in that number. Plus, Plug already has BMW and Benz in the fold, pretty big names, along with all the other big name clients, but we are only hanging around $6-7pps, and that is with the hype too.
I'm long on the stock, but I don't see how the auto manufacturer makes a difference, certainly not going to shoot this stock to $20pps. Unless, there is something more to the deal. Which I suspect since Andy said they can't announce it until the car makers PR Dept. finalizes things. What more this deal could be is all speculation, but who this deal is with, if for only forklifts, I don't see how the deal matters at all to the stock price.