12 Fortune 100 companies now. Adding 2 in the food processing sector which should MUTE (Raj's words) seasonality

100% Y/Y growth will be hard to maintain. Raj suggested somewhere between 50-100% more reasonable. That would peg 2024 guidance in range of $63 - 84mil USD.

Many cold storage applications which their battery is working just fine

NO ONE has a battery that can match ELVA on safety or longevity. They can offer longer warranties.

No mention of battery rentals this call.

They have a small sales team because the OEM's are doing all the selling.

i believe he said they are currently seeding (trialing) HV batteries with numerous customers. Should be approx 1 yr for them to test them out

Anyone, who is their Japanese Partner