Not much new here, but still good reassurance:

https://globalmeet.webcasts.com/viewer/event.jsp?ei=1534163&tp_key=ba526a7d6c

• Bus market not taking off until 2023-2024
• ~4 month ROI for lift-truck purchases
• Example of one company doing testing 2 batteries for 8 months leading to 1 distribution center purchase leading to ......
• Batteries operating at 60 sites September 21 now ~80 sites March 22
• Expecting to be cash-flow positive this year
• 18 Walmart locations
• "large" e-commerce retailer has purchased for 2 distribution centers
• Signed agreement on large facility in place. Second plant has been signed but not yet announced.