Main take-aways:

- Bus revenue will possibly be larger than lift-truck but will not begin to take off until 2022.

- Know that they have a large quantity of lift-truck battery sales in the pipeline but have a lot of uncertainty on the timing of those sales.

- This wasn't discussed but it doesn't seem to me that they are sufficiently capitalized to ramp up to meet new production.

- Also, no talk about new production/assembly facilities in US or otherwise.