I believe this is all over the information that was learned about their earning on August 8th....their are supposed to do very well. I haven't dug to hard into it but it appears the most likely suspect at this point. GLTA
Subsequent Events On December 1, 2018, EDI, a subsidiary of Cummins, informed us that it intends to terminate, effective as of May 30, 2019, the three-year supply agreement we entered into with EDI in October 2017, pursuant to which EDI agreed to build for us, on an exclusive basis, zero-emission electric drivetrain systems for sale to Blue Bird Corporation for installation in its Type C and D school bus product lines . In light of the pending termination of our supply agreement with EDI, on March 28, 2019, we mutually agreed to terminate our supply agreement with Blue Bird Corporation effective as of May 31, 2019.