Ann: Webinar presentation, page-6

For those who haven't listened to the webinar, here are some of the key highlights I picked up.
- Forecast revenue growing from $28.5m in calendar 22 to $90m in calendar 24, which is a CAGR of 78%, all from programs that area awarded and either in production or engineering and forecast to be EBITDA profitable in 24
- From start of 23, ramp up of Corvette Z06 wheel is in production and growing strongly
- Premium SUV wheel started production in January s also now in production as well, so I guess it must be getting announced soon
- Later in 23, they will start producing wheels for the Corvette e-ray and the Mustang Dark Horse
- Business development pipeline is STRONG, with value of the awarded programs increasing from $335m to $460m (37% increase) through the combination of a recent awarded program and the expansion of existing programs. Looking at the preso, they highlight this number comes from the 9 awarded programs (5 in production, 4 indevelopment) with global OEMs, but then there is another 4 programs under engineeringcontracts which don't count to the pipeline number, so if they are larger programs, that $460m could easily lift to $700m+ based on the lift from recent program award.
- Megaline in commissioning phase and is producing wheels from the line, with full commissioning to continue over coming months, which should improve margins once up and running.

Was a very good update and really looking forward to see the SUV wheel launched by the OEM.