To my mind, this (not so complex 
) picture has it all !!
Please take your time perusing this, all the clues are in.
This is why/how we think SBCL is getting to a stronger trajectory. IF Industry Tailwinds last (no inventory glut situation in near to medium term like we saw in 2018), then SBCL Competitive Position will indeed become much stronger. It will be very difficult to dislodge this business from its perch.
If we can NAIL this down – get the answers from Shivalik Mgmt (fill in the gaps, get confirmations) AND get it corroborated from domain experts in the automotive EV BMS Supply Chain, our SBCL 2023 AGM job is done!!
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