 Welcome everybody back to the independent investor channel. It's been a couple of weeks since I've rolled out a highly on video here. This will be the last installment on highly on until I re engage in my new location in New York City. So, please be patient with the message. If you are with the message, stick with us. If you're not subscribed to the message because I will re engage this project I think we are probably sitting on one of the greatest opportunities here that this early decade has provided in way of opportunity with regard of addressable market, and I think highly on as well positioned here to continue on their path to electrifying the class eight commercial space now if you are new to the highly on opportunity. So if you need to kick over to the highly on dot com website that'll give you the best tutorial for information, the second best location for information is the discord group, it is reachable, most easily through through the book through the bullish highly on stock owners Facebook group that is the best place to kick in there. So that information is out there all you got to do is seek it out but I do double down on this being an incredible opportunity I want to kick this video and talk about is the stock bottom in here. I think it's worth noting here the support that has been represented in the company through this volatility and I think there's a little bit of a phase of consolidation here with the stock at the time of filming this video at $3 and 50 I typically try to throw that out there, because it will be worth noting and reflecting back on on what either went wrong, severely, or really right with this opportunity and for anybody who's been with me for quite some time, they know that I've been covering this story intimately. I really try to parse through what is a lot of noise on the landscape I just read through another very scathing article from seeking alpha a very reputable organization I just think that you know pundits and blog articles now can come on and they can, they can put their opinions online with relative ease now, and I think the importance is to review that information with a scrutinizing lens and and make sure that you're buying into what it is that is important to you in what you value. This company has been on a slippery slope. There's no doubt about it. But I think, going forward, I think we need to as stock owners and or interested patrons in the space itself as we look to transition the, the trucking fleet, especially the class eight fleet into more of a green posture. I take a little bit more of a multiple solutions type of perspective. I believe highly on is doing the same I wish they would double down a little bit what I mean by that is, I believe the highly on is the most prepared to provide optionality to the fleets with regard to the fuel that they choose, whether it be C and R and G a little bit further down the line where those routes and availability for that said fuel is is is available to those fleets I believe that's going to be the most beneficial on the onset, and then moving into more of a fuel agnostic type of application, where we can move into the potential of the beta testing, the viability of hydrogen fuel cell, I think highly on as well position to benefit from that. And I believe that they will. But I think in retrospect, I think if we sit back as investors, the article, and I read both negative and positive articles they don't bother me so much. I've already done my research. I'm a share owner in the company and again I doubled and triple down on this being probably the greatest opportunity here at $3 and 50 cents the irony and the whole thing is, you have the majority of negative sentiment here with the stock as low as it's been over its history. Everybody and their mother, as the stock was going up from 30 to 40 to 50 even approaching $60 a share, jumping on the bandwagon and there was an area, a warning out there to suggest maybe that the stock had overrun itself that perhaps maybe it needed its footing, and you need to take that reverse perspective on the stock market, nobody is going to come out there and shake your ears for you and tell you hey, you need to look at this opportunity at $3.50. I think it's never been a better time to take a look at this company. It's provided us this kind of long exacerbated period of the shorts kind of rolling off the short interest in the company is still at about 12%, which is fairly heavy. There's still enough people out there that believe that this company is not going to do what it suggests that it's going to do and I think the roadmap that they've laid out over the next couple years clearly articulates that what they're going to do now. In the meantime, I think it is going to be imperative upon people who are looking at this to focus on the future and not the past and it just amazes me how would be investors who profess to be investors always tend to look at past performance as a judge or a gauge or a mechanism to judge potential future performance now. If you're suggesting that the best times are behind highly on. I think you're probably taking a perspective hell you could be right I'm not in the business of saying who's right and wrong in this. When we come up with a hypothesis and you are looking to determine the progress that's been made thus far and evaluate the missteps, but let's be fair. I think you can come up with some real key takeaways to understand how the OEMs are going to play a critical part in seeing highly on vision come up to mass scale and integration and we folks are short 18 months away from that end and I will absolutely I will be covering the story I think the real party begins at 18 months from now. So I do believe that we are in a phasing a phase of consolidation here. I believe with the market volatility with which certainly doesn't help nobody wants to touch anything that has anything to do with new technology speculation everybody's flooding toward safe haven stocks and everybody's talking about buying energy right here which is insane to me. I was buying energy. Three years ago, when and when the futures went into the negative, and you are being paid, actually, for for not owning Brent crude. I think it's insane to be talking about buying Exxon mobile here at $110 a share when I was actually buying it at $35 a share but I don't know it just goes to show my independent application is a far cry from the masses and the group think that's rampant. I think something that we need to discuss here as of late as an update to the channel I'm going to make this a short video. I've had some criticism through the channel to suggest maybe that people don't appreciate the 60 minutes of highly on content I could be here for six hours on this topic with no problem. So I'm going to try to keep this a little bit short and sweet for the viewing audience here just as an update but the Christians and fueling up in the Great Northwest. That made news local news on channel 12 up there with regard to their excitement surrounding the hybrid product I think those new wins the wholesome order has just come through as of late and a few other pieces of information has trickled through. Not only the discord group but those have been trickled through to Twitter, as well, alluding to some new customer interest in the product. Is it fast enough. Is it good enough. I don't know I think it's a little premature to judge whether or not the interest at this point the early stages in the game are worth putting a whole lot of credence on. With regard to how it's going to affect how the company unfolds itself over the next coming two years, three years, five and and and down the line. But I think it's, it's a far cry to deem it anything other than positive. The customer interest in this product shows that the industry is looking for change now Thomas Healy is really adamant about sharing his perspective about how incredibly hungry the industry is for this. There's not so much indicated on, you know them blowing down the doors that highly on but I don't, I don't think they're blowing down the doors at any of these EV companies I think they're waiting until that, that the real viability is there to be put into to good use, and as far ahead in the game as they are, there are still certifications and approvals that need to be met before they can say look we have an approved and ready to go product outside of the hybrid EX product, they are still working on rolling out their flagship product which is the hyper truck ERX we've got the Innovation Council that's ready to take receipt of those tests and demo units. I think that's going to provide a real tailwind for the company as well. In other words, if they're reporting a positive feedback from those from those test demo units that that's not going to be able to keep it keep a secret in the industry. Those renderings are going to be extremely positive for the company and I'm, I'm standing by patiently to see those so we'll continue to monitor the customer interest going forward I thought that was a nice piece of news that trickled through stock is kind of holding here everybody's calling for a read down trend of the company. And I don't I don't think that's, I think I've watched the stock action now for two and a half years on highly on and, you know, is it possible for the stock to ever go up. I think people have been beat down so much with this that this has been an atrocious ride. It's been absolutely horrendous. And I think the hunger is demonstrated by the pictures that were released about, you know, some of the companies from maybe some of the new customers that highly on has been looking to engage with and build their fleet out but, you know, highly on is doing great work they're progressing and they're progressing at the speed that they feel is applicable and appropriate to the company. And I just want to close with this simple summary on this this company and this opportunity I think sometimes the opinions both on the positive and negative side of the house. Really kind of, they kind of adopt way too much opinionated rhetoric. When we're talking about the simplistic message and the simplistic solution that highly on is rolling out here. We currently have in this country and in North America abroad, a dependence upon fossil fuel that is undeniable. Okay. So, in summary, we want to look at companies like highly on and if you're interested in it from an investor's perspective, this is the lens that you have to look at this opportunity in those fleets are looking to become less dependent on that fossil fuel dominated past, as we step into the future. So the question becomes who are those solutions going to be out there that can help move goods from point A to point B. And at the end of the day, I think a lot of people want to talk aesthetics, they want to talk about driver experience, which I value immensely. At the end of the day, for these logistics companies that are moving freight from point A to point B, the question becomes, how can they seek out these new technologies and maintain that bottom line or even potentially augment that bottom line in a positive capacity. And that my friends is actually why I'm invested in this company. And hopefully that can provide some clarity for you guys through all the noise on both the bear and the bull case for this company in understanding the simplistic nature of this and when you start to look at it and say okay Ryan says from point A to point B I get it. How is it that they can do that. Well, they can move from point A to point B at ranges comparable to diesel. They're meeting the green initiative by reducing greenhouse gas emissions with the solution, providing these logistics companies a way to retract from their dependence upon fossil fuels going forward check, potentially increasing the driver experience and focusing on those areas of the truck for improvement without rethinking the entire truck in and of itself now when you cross compare with the industry competitors out there. I think you'll quickly find that the range is not there. The driver experience is not there. The aesthetics are not there. The mechanics network and being able to integrate the solution into existing fleets with the existing networks of repair facilities is not there. The amount of downtime that is incurred by some of the new technology with regard to their downtime and the charging time necessary to incur to take on some of these new technologies. And finally the range just is not comparable to what they can get with diesel. And right now, unless those bottom line benefits can be improved upon with the new technology and at least come up to par. Guys they will not be mentioned in the discussion at all logistics fleets are not going to change. Okay, they're not going to change on their own accord and I think highly on is the only one without government incentives without state mandated incentives which we know are coming down the pike to help really influence these fleets along to at least take a hard look at these solutions. I think you'll find that highly on is stand alone when compared to these other solutions out there that in my assessment and I try to be as neutral as I possibly can do not hold a candle to what highly on brings to the table with regard to at least meeting what is currently the status quo with a class eight space that is dominated by fossil fuels at this particular juncture. So things that I want to suggest maybe that we keep an eye on here on the next quarterly earnings call here coming up is I think we need to continue to monitor the revenue growth that's the top end revenue. We're not going to see bottom line profit for for a while here. The real break even is going to be when we feel like those orders are coming in with such a frequency that we can project getting to that critical mass break even order point, and 5000 is the simplistic and you know I read articles that are scathing on the companies, and they was none of this is discussed in that the implication going forward is that they will garner zero, zero, based on past performance. And I think that's a short sighted approach I think it could be a costly one. I think if this company in that March toward that break even critical mass 5000 order units starts to turn out some level of snowball effect or interest in industry which I'm already saying. It's just that the secret has not got out yet in that if highly on can deliver some of those bottom line benefits to payload capacity driver experience. There's no ability to go green without surrendering all of what the industry has grown to love about the trucks that they've actually driven for many, many decades, and then finally the the actual range anxiety. So if the industry understands that they can go from point A to point B. I think this guy's the limit for this company and we're in a position now where we've got a few orders on the books right now to help augment their way to that critical mass break even point, but it's going to be along the lines there where this thing really does shift in sentiment, and we can have some articulate at articulatable metrics to take a look at and say, we can forecast with some certain to the, that they will be at that break even critical mass and we can start to forecast, perhaps maybe even beyond that point, as we look to penetrate the North American market to start. And I think over the coming three to five years that's really going to be the transition. And I think what really gets short-sighted is we're looking at the stock in the acute now, we're looking at the company and suggesting perhaps maybe that they made promises that they did not keep. And look at it however you want to. Okay, I think in the future, reflecting back on this moment this very impasse at $3 and 50 cents a share, is it really going to matter those observations those articles will drown away. Those articles will go away, and the new flood of momentum will pick up as the short interest does continue to roll off revenues increase as we march toward that bottom line profit and look to march toward that critical mass break even of units sold with the assistance of the OEMs right now it's Peter built owned by PAC car, one of the major players in the space. These are some of the metrics that I'm looking at going forward we need to continue to build out the order books and solidify that going forward each new block of orders only lends itself to that end of that critical mass break even point where we march toward being able to be self sustaining in this company. People are going to look at it now. They're going to look at the cash burn at 135 million of sustaining cost, going forward for the company. And when you look at the order book right now, the two just do not jive. So, highly on has got to at some point realize what it is that they're looking to do and that is be a leader in the class eight space and if you look at the metrics of what these guys bring to the table. Think about when they can make that available to the marketplace once certified and once available for mass scale and production that it's the sentiment is going to shift in that it will no longer be a company that doesn't have a ready product. Two ready products ready for shipment and ready for delivery to the fleets after their validation phases complete. And I think that's going to be an amazing piece I think the market is too large here, not to make that I think we're going to look at this 5000 orders as the break even as being a laughable metric as of now, but a critical one. And by I focus on it now, having the orders on the books that we've had, evolving to this very stage, setting ourselves up for what eventually could be the small pieces that highly on is putting in place with regard to their hiring their talent, the Innovation Council, the board of directors, their relationships with the OEM some potentially winning new OEM relationships through the very customers that they are winning orders from right now. It is all a big, big tide that is slowly raising. And once these things have an opportunity to really compliment each other, it's going to be very, very apparent to why highly on has built the framework that they have up to this point to deliver on these promises down the line. And because their goal has not changed their goal of electrifying the class eight space has not changed their vision on how they are going about looking to do that has not changed. Okay. The correlation between highly on and Nikola and highs on at this point is worth noting the correlation between the stock action day to day, the charts follow exactly with each other. That's a real problem. And I think highly on needs to do everything they can do to remain on their track to define themselves and separate themselves from the pack. As we move forward into realizing highly on division for the future, which is drastically different than the competition. We will continue to monitor hireings we will continue to monitor the new orders as they come in. I've said this many, many times the X factor with highly on there's going to be two. One is going to be the surprises that are rendered. I cannot come on and do a weekly update on highly on and forecast the many things that highly on has going on behind the scenes. You can say Ryan they don't have anything. If that's your presumption, you are entitled to those presumptions at this point. It's no problem. I, on the other hand, I assume that those things are going on based on the renderings that come through like the Northwest Christians and fueling news that we got this this week. These news pieces that are trickled down about new interests that are garnered by companies that I had no idea or no insight at all wholesome really was at a left field. So expect more of those catalysts going forward because as this industry grumbles and it starts to look at highly on. So we are going to have to flip and be able to receive those orders, because I think they're going to have so much interest coming in the door that it's not going to be a question of selling orders, rather than accepting new orders and how they can effectively fill those going forward. So these are the things that I'm looking at here with regards to the X factor going forward, the unexpected, expect the unexpected with this company because there is enough interest out there in the fleets highly on has the solution and as we march toward that availability. These are really going to step up. They're really going to ramp up. They're going to get interesting. The stock is going to move guys. I'm telling you the inevitable here. And the best way to prepare for that stuff is before it happens mentally. Get yourself prepared right now to have yourself ready and and and and have those questions answered for yourself before they happen so they don't surprise you. You don't act on emotion. You don't sell prematurely because I tell you what just like the exacerbated downside selling and pressure that we've seen over the last couple of years. It's the same to the upside, and you're going to have that same pressure to the upside to potentially sell exit the stock and buy more, whatever it is. The solution for you. I'm going to make as simple as possible. If you're interested in the opportunity by the shares. If you are not, don't buy the shares. It's that simple. The only solution is to hold this because I'm telling you, I've monitored the stock every single day for the last two years. And I'm going to say with 100% certainty, and this is coming from me. This is not a seeking alpha article. This is coming from me. It would be absolutely impossible to try to time to try to manipulate to try to buy low and sell high with this company. The only solution to make sure that you're going to catch the bottom and also catch the top is to buy and own the shares into the future that's it become an investor in this opportunity. And I'm going to be to the key to capturing the greatest amount of wealth that this opportunity, the best investment opportunity that I've seen in the last 10 years in the stock market is presented right here on this opportunity that I roll out every week, and it's going to come become more fortified as the coming months roll out and the opportunities continues to surprise as this company continues to live on its very very simple message to electrify the class eight space and they believe that they've got the solution. I tend to agree with them. This will be the last installment that I have on highly on here in Virginia again will be moving will reengage in my new studio. I just want to take this opportunity to thank the discord group. Thank you for providing all of your continued dialogue on this opportunity. The opportunity for would be investors is out there. I want you to seek it out to find it and it is with no short order. The hard work that goes into providing that information both on Facebook with the groups that are always hungry and always scouring the landscape out there. And also finally for the team with highly on for building up to where we are now. I want to encourage all investors to look toward the horizon rather than look back on this opportunity. Guy stock market investing is unlike any other activity. A lot of people try to put rationale over it. Sometimes the most irrational of opportunities can provide the very opportunity that very few people out there will see. I'm going through this right now, because I'm basically one of the few voices that are providing a second look on this company and saying yeah, it's been a rough past, but perhaps maybe to judge it holistically is probably a better, a better judge for this company could end up into the future. And I think for people who really take an objective look at this I think they're going to find that they see the same things that I and a lot of people in this very devoted community see. And when this thing starts to move up I think you're going to find a lot of sticky hands are not willing to part with their shares because they understand the opportunity. Moving forward, once we get to that critical mass break even from year over year to see this company penetrate the North American market and then go global is going to be a moneymaker like we've never seen before I think it's the opportunity of a lifetime. As many times I will continue to roll out this product, and I will continue to track the progress intimately on this opportunity as it unfolds more importantly into the future. As opposed to what has happened in the past over the last two short years with the evolution of this company guys if you appreciate the information. If you want to subscribe to the message leave your comments at the bottom in this video. Strike up a dialogue if I've missed anything please share it in the information the whole idea here is to continue the churn, continue to use social media as a tool to provide the most updated information. A unique commentary on highly on, as opposed to those jaded perspectives that are either always on one side, or the other on the fence, I try to come out, and I try to pierce through that. And I try to share the information based on what is known, what is known, and what it could mean for you into the future, profits are made in the future, not the past profits are made in the future. Not the past don't ever, ever forget that no matter what you hear on the landscape, it only matters what this company does into the future, not what it's done in the past guys thank you so much for tuning in, and good luck, and your investment future.