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UQM: Its Strategic Partnership with CNHTC

IN FOCUS: UQM TECHNOLOGIES (NYSE: UQM) AND ITS STRATEGIC PARTNERSHIP WITH CNHTC.

The alphaDIRECT Insight

The opportunity in China remains a critical aspect for long-term growth at UQM in our opinion. Sinotruk and the CNHTC deal is a key part of that strategy and in this alphaDIRECT Management Series, we look for a progress report on that transaction and CFIUS approval as well as updates on Meritor and other recently announced wins. Over the past twelve months, the battery and fuel cell powered vehicle market has continued to gain traction and we are particularly encouraged by the opportunity in the commercial vehicle market around the world. In our view, UQM is one of the few pure play investments to take advantage of the vehicle electrification megatrend. With the recent cash infusion by CNHTC and the additional investment expected to be made once CFIUS review is concluded and approved, we believe UQM is very well positioned to take full advantage of the market opportunity. We are also watching the fuel cell compressor market closely as this could also become a meaningful market sector for UQM in the coming years. We are also keeping a close eye on Meritor and the E-axle development as UQM has now moved into the second phase with them and could present a meaningful commercial opportunity long-term.

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