Wrightspeed and Ratto Group ...
I'm glad to see this as I posited that Wrightspeed would be the first to have impact for $CPST in the mobile application. The advantage here, I think, is there won't be the years-long engineering, testing, production planning, ... that must go on at large OEMS, like $PCAR (KW and Peterbuilt).
Once Ratto sees real-world results show up in their fleet, the word will spread like wildfire among that industry's participants. And Ratto will see real-world reduced fuel consumption in the first month of use.
Just as a lot of folks in this industry went to CNG vehicles, as did my refuse service provider (and it's nice - much quieter than traditional diesel), so will some substantial portion take the Route HD "route".
Late this year or early next I expect we could see an upsurge in such as the C30 or C65 (I don't know which they're using) bookings. If so, that might allow for some margin improvement in those units from both scale and maybe a small price bump being enabled by stronger demand.
MHO,
Bill
