NFI - loving it 1) turn around is almost complete - management turnover at parts plant
2) ADL - will start to see positive impact there - Asia Pacific and Europe and Great Britan
3) Dividend is based on 50% payout ratio - very low
4) profits should continue to grow
5) challenges - more compitition from Proterra & BYD - but maybe offset by buy america vs chinese buses. slower purchasing process due to the shift in electric vehicles. as we shift to lower emissions such as electric vehicles - what are the margins on these buses vs diesel or natural gas.
I have not had the time to jump on a conference call to discuss with the executive team but will try over the next few quarters.