It's interesting that are sticking with their previous guidance of exceeding 28 M U.S., that means they have to average 8M U.S. for the next three quarters. They must have some big orders coming. I think they gave a couple possible clues in the CC. Sankar stated they have become a global lithium battery supplier with the Raymond agreement and are getting interest from Argentina, Australia (and he stated those are just the A's so implying interest from other countries as well). Raymond sells forklifts globally so why not the batteries too? Looks like they might start shipping to other countries. Their first order for Energy Essentials was 25 batteries to a big box retailer with "thousands of stores" so this could be huge. How many retailers are there with thousands of stores? I find it interesting that they also said they supplied a warehouse that was using hydrogen fuel cells in their forklifts, is it possible they are breaking into Walmart in the U.S.? Either way they are selling to a retailer with thousands of stores so that's probably why they are confident of their guidance. If the bus business takes off that will bring the revenue up significantly as well.