Few takeaways from call
Fluence energy is waiting for any order wins in India, then it can release orders to MTAR.
Electrolyzer orders in hand were delivered, no further orders as of now. Bloom is discussing more about electrolyzers now days than SOFC boxes, so we may see orders any time soon.
New vertical discussed in this call is oil & gas, expecting significant orders in this as well.
Aerospace unit is going to commissioned partially by Q2 end and fully by Q3 end for particular customer.
Santa Cruz boxes number will grow QoQ, traction is much better than anticipated.
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