Etienne Larochelle's questions to LEV leadership • Q2 2024
Question
Larochelle questioned the negative truck bookings in the quarter and the future demand outlook. He also asked for an update on the progress and timeline for subleasing a portion of the Joliet facility.
Answer
The company explained that truck order cancellations were primarily timing-related. They are aligning manufacturing with slower near-term demand while focusing on large fleets for the long term. Regarding the Joliet facility, they are in discussions to sublease the truck portion and aim to finalize a deal by year-end to save approximately $5 million annually.