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Re: A deleted message

Wednesday, 07/27/2022 10:02:27 AM

Wednesday, July 27, 2022 10:02:27 AM

Post# of 48478
Good questions. He has teased trucks for 2 years now and I have not seen any purchase or deals. Maybe that is on hold since the Big boys like Cummin are into H2 now? I believe we had that one bus deal in SK, but no updates. Seems we stayed away from ships and trains and gone more to ports and supplying Green H2. Maybe Andy has figured we cannot be and do everything. I was hoping the Hyvia concept would be adopted by Amazon or Walmart, but we missed that boat to Rivian and Zoom. Not sure how much of the addressable forklift market that have enough scale to make H2 work is left. Would like an update on that Olin deal as that looked like it had a lot of potential. Also, updates on growth of plants in the US. Also, we have not heard much of anything on the Europe, Australia or SK Gigafactories.

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