The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Eric Stine - Craig-Hallum Capital Group - Analyst
: Hi, Gregory. Hi, David.
Question: Eric Stine - Craig-Hallum Capital Group - Analyst
: Hey, so maybe first thing. I know in the past you've talked about an overall pipeline. I believe if you go back a few quarters, you sized it at $225
million. Curious if you could provide an update on that. And then I'd love to know how it breaks down high level between various applications,
whether it's school bus, fleets, et cetera.
Question: Eric Stine - Craig-Hallum Capital Group - Analyst
: All right. That helps. And maybe good segue to Levo. I don't know if you would characterize the -- maybe not the activity, but just the fleets that
have gone that route, whether that's a little bit behind schedule or on schedule. But just maybe talk about the outlook there.
And just curious, are some of the fleets there waiting on the EPA funding, waiting to see if they get grant funding before pulling the trigger on
something with Levo, or are there other limiting factors?
Question: Eric Stine - Craig-Hallum Capital Group - Analyst
: Right, got it. No, that makes sense. Gosh, a lot of things to cover. But I guess maybe on the deal you tie up. You've got the MOU that you signed,
anything that we need to look for in terms of next steps or kind of what the timing may be for that playing out?
Question: Eric Stine - Craig-Hallum Capital Group - Analyst
: Okay. Worth the try. I'll stay tuned on that.
I guess last one. I saw this -- I think it was earlier this week or late fall or the previous week, but I saw that Rhombus Energy and I know that they've
been one of your charging Partners acquired by BorgWarner. Just thoughts on the impact there, and is that a good thing? Is that a bad thing? How
should we think about it?
Question: Eric Stine - Craig-Hallum Capital Group - Analyst
: Okay. Thank you.
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