 guys welcome back to the independent investor channel for another tutorial on highly on holdings this is going to be a short summary of the longer video that i release every single week so for you guys that don't have the time you're going to get the highlights of what i'm going to talk about in that video and highly on holdings just came off of their q3 earnings and where i thought it was fairly marginal and i was fairly neutral in my reaction to it it spurred off a couple of events that i want to talk about with you guys on this short video and that was a downgrade by goldman sacks to two dollars and twenty five cents the very next day goldman sacks entered into a block of highly on shares that increased their share position to five hundred and fifty thousand shares it was an increase of a hundred and seventy percent i want you guys to understand that these downgrades are aimed at you and they're aimed at you alone all right other institutions they don't buy into a renewed sell on a stock that has so much promise into its future and then they enter in and do the complete opposite by buying into the shares that they're telling you to sell and any year is going to be worse than what they're entering into the shares at now there was some insider buying that happened just this week and highly on first of all from dan gallagher entered into a twenty thousand share position this is the chief operating officer at highly on holdings very important to note when insiders take those cracks at large swaths of stock not to imply that they know anything but it's bullish enough with the insiders starting to pick them up now john panzer is the cfo chief financial officer he hasn't been at the helm for very long and it hasn't taken him very long to take a nice bite out of highly on shares here in the low threes and two separate installments one at the three dollar and twenty six cent level the other at the three dollar and ten cent level now the stock has rolled off just a little bit here just one penny below three dollars a share but i really want to question and have you guys think independently on this opportunity with so much institutional buying the one being citadel this week that increased their position by seven hundred percent in their share base with citadel securities this represented a real value increase in the share ownership and highly on holdings by over six hundred percent so you have big institutions that are buying up big shares of the company you have insiders of the company buying shares in the company and you have big institutions like goldman sacks none of which garner a bigger reputation than goldman and actually recommending that you sell the stock i think this recommendation was made on false pretenses and i believe it was an in a direct attempt to pick up shares at a cheaper valuation and it did not work it backfired on the shares spurred up after the q3 earnings there it was just way too much information come on the q3 call to make us suggest that q3 is going to be excuse me 2023 is going to be a very interesting time for highly on and the risk of betting that the shares remain recessed here at the three dollar level is decaying on the vine short sellers are starting to close up shop or start to relax some of that downward pressure on the stock that has been a real victim of short selling over the last couple of years since coming to public markets the delays have not helped highly on the geopolitical tension has not helped highly on the energy crunch globally has not helped highly on and finally the delays in executing along their timeline has not helped highly on with that said they've introduced their working erx's to the fleets they're in get a little gulfed in fleet trials right now highly on is actually conducted some of those trials themselves which have come back very favorably in understanding how the erx is going to perform once it comes into mass commercialization and scale next year now before that happens carb nitsa epa certification has to be met it has been disclosed on previous press releases that highly on will collaborate with none other than commons in the industry there is no bigger who's who in the industry than commons it is safe to suggest that commons will be a force multiplier for highly on as they seek out and achieve this critical milestone in the evolution of the company okay second government mandates are going to be key to observe here how fleets strategically position themselves to meet the mandates that are coming through the incentives that are coming and i want you to differentiate between the two incentives are going to come in form of tax credits the forty thousand dollar tax credit as well as the one dollar tax credit back to both producers and consumers of r and g c and g no matter what the mix is they're going to get that dollar of credit for producing and on the consumption side so really lucrative incentives there from the government as well as the mandates that are going to place some oversight restrictions or criteria on the oems to produce a certain number of percentage of vehicles that are low carbon vehicles those vehicles that need to be able to provide their fleets that they serve that low carbon criteria now the mandates on the fleet side are reciprocal which means that the fleets actually have to purchase a certain number of percentage by the drop dead date and it is looming in 2025 the jockeying and the positioning has to be happening right now the question is when is the momentum going to pick up for a company like highly on and i think here in the early stages the game here in 2022 we might still have a little bit of time to continue to monitor the stock price nobody's talking about it everybody is caught up in the volatility of what has been 2022 and it's during times like this where you have to double down on your focus you have to double down on your focus because there are going to be opportunities that are made i think none bigger than highly on holdings here in this market to be looked at when nobody else is looking at except for those institutions that i talked about at the very top of this delivery institutions are buying and insiders are buying why can't you guys i appreciate you tuning in to this message make sure you catch my long video on iley on this a 60 minute tutorial on some of the subtopics that we talked about here activity in 2022 and activity to be expected and to be earmarked in 2023 for catalyst regarding highly on holdings guys of your comments at the bottom leave your comments share the message with anybody out there that you know might be interested in the content hit the notification bell and finally if you enjoy content like this make sure and subscribe to the channel the benefits could be infinite we're looking to speak to you retail investors that for many many years have taken the brunt end of downgrades like this no more we're here to try to really explain the motivations behind those really be open and honest with our dialogue about really kind of leveling the opportunity for those folks out there that maybe enter into a few shares just like the big guys are and where they would misguide you in telling you to sell the shares they're in turn buying those same shares as I appreciate you tuning in for the totality of the message good luck in your investment future