They've mentioned a few times that the first SUV contract is for a new OEM, so not Ford, Ferrari, Corvette or Renault.
I'm really hoping its the all-new Range Rover SVR, the timing works on that too (due later this year and already seen testing). That is a very popular, volume (globally) vehicle.
Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-6
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