 Welcome back to the independent investor channel as we monitor the landscape the volatility is flush Investors are running for the hills. These are the times of times where you want to make sure that you're being Aggressive on uncovering opportunities and no bigger opportunity than a stock that I cover on the channel I cover it very frequently because I feel like right now It's being That's up against a lot of headwind in the market in this video I'm gonna earmark 12 things that I think highly on must do to succeed and I believe that they will number one on the list is Achieve certification. This is all but a foregone conclusion collaborating with Cummins in the industry Cummins is the one that Provides a highly on with the re-axle for their hyper truck erx if some of the terminology that I throw out there in this quick shot Video goes over your head. You want to make sure and visit highly on calm. They'll explain the system It's very very interesting how highly on is looking not to redefine the truck rather to focus on those areas That the truck needs to be improved upon and take our Technology into the next era of trucking as opposed to relying on what has worked Historically being relied upon in the fossil fuels They're looking to really leverage the opportunity with RNG and CNG and to achieve this Certification on their finalized iteration of the rx is going to be a key milestone for the company going forward We're going to want to monitor that progress As we evolve in the company as they look toward those Certification dates number two they need to continue to garner new orders. They've been a little dry on this front I think it's been I think there's fear that's been permeated through the Landscape in the stock market and I think it's affecting highly on and many other stocks out there Everybody's just selling everything which is the stupidest thing you can do when volatility kicks up It's amazing how nobody's coming on to social media and talking about being strong in the face of a stock market That's off 25 percent guys. That's normal Okay, you can talk about all the reasons that you want as to why this is or why you need to get out and wait For better days. It's all ill-advised. Okay, you need to make decisions. That's right for you and Historically these have been proven out to be opportunities to buy in the face of adversity highly on is no different Okay, they've been a little dry on this front And I'd like to see some improvement on continuing to solidify their order book right now sits at about 2,200 mix between reservations and orders backed by deposit But I think they will continue to build this out as we march toward more of a commercialized staged in phase two of the company as they get out of this Product verification and entering into more of a commercialization stage with the company number three They need to build out their current roster. That's what they're doing I cannot complain with the amount of hiring that highly on is doing bringing on that talent in Fields that are very very difficult in technology and engineering they get an A plus as far as I'm concerned This is exactly what we want to see we want to see a build out of the team We've acquired some of the talent from General Electric and the acquisition of the Carnot generator technology And I think that's going to be key to monitor highly on as they build out their team and go from Plus 200 to whatever it's going to build out to be as their footprint Grows as a company as they look to step into that mass commercialization All right number four is to continue to endure the pain that has been succumbed from the supply chain issues This is plagued highly on and not only the sentiment across the board as it's driven up a lot of things food Fuel a lot of things companies are unable to procure the parts Especially in the semiconductor space, but also more so some of the more simple parts that just are not readily available As they have been in past And I think I've seen soft spots where we may ease up a little bit on this and any ease up on what has been Encured over the last year and a half is going to be a welcome change To make sure that highly on can continue to requisition those parts with good faith And continue to get those in-house to make sure that they can fill those completed orders In the products that they look to deliver number five is to solidify Their process with the OEMs and I think if there was any criticism to be had with highly on it Is the fact that I think they need to be a little bit more transparent on this front I think the OEM highly on relationship is such a critical component But what highly on is doing where you make the bull case that they're not trying to reinvent the truck? Well, that's exactly what Peter built does and how are those two businesses going to come together highly on being a very very new Technology and Peter built being an established Company that has transcended the decades and so to really understand more about how they're going to draw this symbiotic Relationship between the two companies is still really in the onset of of its infancy And I'd like to understand a little bit more About those companies that have build slots that are already Reserved with Peter built and how if they wanted to augment their existing build slot with the highly on solution How that's going to play out in the real world now We have other things like incentives how that is going to couple into and and actually get that final product delivered With the assistance of Peter built we just need more clarity on this front And I believe that we will provide it be provided that in the coming months and years going forward We need to leverage existing Relationships and partnerships and and those partnerships that we have with Cummins Penske Ryder those companies out there those networks out there. It's super important That those networks are leveraged to make sure that highly on as a place in their goal of leveraging with those companies as opposed to Inventing a product that they're looking to sell to those companies And looking to more augment the trucking industry And I think it's going to be super important going forward for them to leverage those existing relationships And I believe that they will the next is to validate and substantiate Their total cost of ownership for the fleets This is very important and this is going to come more so in the form of once these fleets take delivery of these original orders Is it going to pay benefit to the bottom line for these companies? This is going to be a key driver in understanding look whoa I highly on boast this ability to provide TCO now Can they actually follow through with that and that follow through is not going to be from highly on to suggest? Hey, look at this TCO. It's going to rather be the reciprocation of their customers They're actual fleets that are putting these erx's into the rigor of over-the-road transport and then Communicating those wins back to the marketplace remember a lot of these companies are publicly held companies anyway And if they can demonstrate to their public that they are not only making this initiative shift to green That they are also providing bottom-line benefit by running alternative fuels and not being so Subjected to the diesel market that has been nothing but volatile over the last couple years It's going to be a net positive for both. So I think it's going to be incredibly important As these companies start to augment the fleets with these few initial orders to provide that bottom-line TCO and to actually prop provide that value proposition of the companies words will get out Return orders will will be forthcoming and highly on will be the benefactor for that by taking on a new client or Solidifying what they've always proposed to be extremely attractive metrics on the bottom line to provide these bottom line TCOs to the to the class 8 fleet that they serve Next is going to be to realize integration This is key when we're out there driving on the highways We are still in an environment here where the trucking industry is dominated by diesel guys This initiative is about moving away from diesel. I'm always one to take a more neutral approach to this We're not going to supplement for diesel at its in its entirety diesel will always be a powerful fuel that drives things But as we march toward a lot of even international initiatives 2050 seems to be that line in the sand that we're looking at to really look to move away from our Exclusive dependence on diesel and look to exploit some of the technology in hydrogen fuel cell using our renewables Using compressed natural gas and moving away from this Complete reliance on diesel to move our goods and so to realize this integration It's going to really unlock that value with the company right now That's being compressed on the stock side and that's fine the content the stock can continue to compress It doesn't mean that it's going to continue to compress until it breaks We may have that spring effect when this value really can be held no more in Secret and the grander audience knows my audience will benefit from having a Forward-looking type of perspective on this and understanding that you've had all kinds of time to look at this as a potential Watchlist stock or even better a potential Investment that you may want to make in the space of going green and moving toward a more alternative energy space Reducing our greenhouse gas emissions in the number one polluter Which is the trucking industry as a whole? We need to leverage those tax incentives. We know that there's incentives on the fuel side We know that there's a forty thousand dollar tax credit We know that there are group discounts as well on the fueling some exciting times for those fleets that run RNG C&G we just need to get that product into the hands of the fleet We're a little bit premature now to expect that we're looking at every other truck on the road being powered by compressed natural gas or renewable natural gas or Hydrogen those those fuels as we march into a more agnostic future and less dependent on diesel It is a ways away and we need to allow these fleets the ample time to enjoy some of these tax incentives and Augment some of that risk that they may be taking on on the onset and allowing some of those proof of concepts to really drive To the bottom line and we're on we're at the beginning stages of realizing just that but I think it's going to be super important to monitor The ACT and the AC of credits the mandates that have been placed on both the OEMs and the fleets alike to take a look at this And I think those are fair. I really do I think the government is saying look the time is now to look at these the technology really has bridged a gap in Efficiency and in some cases both a better performance than diesel now That's yet to be seen here as we're looking at the mass fleets enjoying these these solutions and putting them into the rigor of Over the over the road transport But it's yet to be seen whether or not that that value will be unlocked in the short term Or it'll take more of a medium and longer term perspective on this and number 10 We need to continue to pursue different income streams highly on boast acquisition of the Carnot generator We've already talked about leveraging those different income skews as well as augmenting the Trucking fleet with the service that is made possible by the on-board software that highly on post its proprietary It's more of a monitoring type of perspective and keep in mind they're not looking just to go under the hood and change the solution from a mechanical perspective they are looking to augment and Make a smarter truck and that way we can have preventative maintenance type of flags and allow the driver to and the fleets to have More visibility and the connection between their rigs that they're running and over the road transport And I'll just mention these couple too as a bonus here. We need to improve sentiment around the stock We really need to shift what has been a terrible stock market in 2022 really everything has been thrown out those companies that have Really enjoyed a robust growth cycle over the last 10 12 years We need to shift in sentiment right now because it's not one of those things to be expected that something's going to run To the moon in a market right now that no stock or no company is given favor no matter what they're doing And I think it's going to need a Systematic and a sentiment change here to really start to realize better days and move from a compression stage To more of an expansion stage and finally we'll keep our eyes open on any international and global front I believe Hylian is looking to make their mark here domestically which is smart and once these achievements are made on the Certification side you can bet to expect that there'll be more position to take those global Requests from the company and actually provide the solution on a global scale guys I appreciate you tuning in the totality of the message guys if you like the discussion points this week You can always catch my long video This is for those folks that actually are stressed on time and catch the highlights week over week and Understanding where I put the focus an area of emphasis on what I feel like is one of the greatest Investing opportunities that has come forth in the last 25 years in the market guys subscribe to the channel leave your comments at the bottom I'll catch you in the next video and good luck in your investment future