Aug. 2 at 6:55 PM
$MVST 40% of MVST revenues done from IVECO. Plus substantial business with mining companies. In addition, Oshkosh (McNellus Trash Trucks) will be significant business the 2nd half of 2025 and beyond. Look for
$50-
$100 million in 2026.
ESS is a crap shoot with a race to the bottom so why bother. They are still in development mode on ESS. CV will not happen until SSB ESS. If they execute there, the business is there for the keeping with major players on the utility and commercial side. Think the largest energy producer and largest commercial/retail player.
However, they are still a Chinese company masquerading as an”US” holding company.