 Alright guys, welcome back to the Independence Investor Channel. It's great to be with you. Sorry I missed last week's highly on update. I enjoyed doing these wholeheartedly. I absolutely look forward to doing them. Been pretty dry on the news landscape here as of late. I think it just speaks to that bridging period that we're in right now as we march toward some inevitable milestones down the line here with winter validations here latter part of 2022 as well as approaching the all important mass scale up and look for commercialization as the fleet is going to be starting to take receipt of their first hyper truck ERX's back half of 2022 into 2023 for the fleet demos. It's going to be interesting to see how highly on captures that opportunity. This is going to be a mirror image of what to be expected on a mass scale. The hyper truck Innovation Council has elected to be that test pool for a lack of better terms in taking receipt and entering them into their diverse operations and the rigors that existed therein with over the road trucking in the class eight space for you guys that are new to the highly on opportunity highly on came public via SPAC which is special purpose acquisition. Just it's been in public markets now for 18 or so months I guess all told closer to about two and a half years since the initial SPAC process beginning of 2020 and I've been following it intently all the way through to give you an elevator pitch on highly on holdings highly on was founded by Thomas Healy that spurs all the way back to his time at Carnegie Mellon he's an engineer by trade race car driver a lot of the information and history can be provided or can be found on highly on dot com but you'll need to piece together some information there on some of the legacy highly on videos and Thomas really just had an idea about how to make the class eight trucking space more economical for fleets just that simple and fleets for a long long time if you've covered the space have been hungry for these transitions and the technology that have come to the forefront has been full electric vehicles plugging into the grid. It has been the hydrogen fuel cell initiative spearheaded by companies like Nicola and Heizen motors which is fantastic they've done a great job in advancing the science and the technology there in providing a viable option both here domestically and abroad especially for Heizen motors in the hydrogen fuel cell category and then you have companies like highly on that are taking a unique approach no doubt about it they are a powertrain solutions provider they do not build semi trucks they are looking to keep the majority of the truck intact and looking for those really outdated systems for a lack of better terms the diesel the diesel engine the drivetrain and just redesigning a smarter drivetrain type of application here up the powertrain and integrating where highly on feels like is the most need do we need to redesign an entire truck highly on would say no do we need to focus in on those fuels now that don't exist with current infrastructure highly on would say no in this video i'm going to touch on some of the resources that you can find your way to some of the resources that i find to be the best on highly on and the information that exists on the company company updates etc so if you're interested in that you can actually follow along for full disclosure i am a stock owner in the company it's just that simple for full disclosure hell i'll tell you i own 12,100 shares the company i have ever since the beginning i've lowered my cat cost average over the last 18 months i did invest in the company when it was a SPAC i've sold the company twice just for full disclosure and for you guys that are interested in my unique perspective on this don't judge that's just me that's what i do i'm a little bit more non-apologetic with my stock application and i think that's the way a lot of people should be there's no doubt about it you want to own the stock great if not no big deal i'd like you to take this as an awareness to emerging technology in the industry i cover the space pretty intently and if there's something out there that i don't know about it surprised me so i come on every week and i share my perspectives on progress being made it highly on and and and feel like you know this right now presents a very intriguing opportunity for a company that is looking to revolutionize the class 8 space and and assist and partner with industry who i feel like is a lot more hungry than a lot of people would like to report and and therefore speak about the EV opportunity as being way too far disconnected from that opportunity i beg to differ i think industry is really hungry and i think kyleon has been presented with a few headwinds since being introduced to public markets i mean hell let's just tell it like it is it's been atrocious headwinds have been atrocious with a global pandemic not adding to it with a geopolitical uncertainty with the conflict abroad now and with supply chain issues and i've seen some social media posts come through that would absolutely say that all of that's bullshit and i'm here to tell you it's not it's it's very very real highly on's had a tough go of it i think something that is really in all fairness is has allowed the stock price to suffer is that highly on number one was caught up in the spack debacle 95 percent of the stocks that came via spack now in the public marketplace are i've lost money and i think highly on is in that camp it's it's one of those 95 anybody who's invested in this company know it's been a hard go of it investing in a company like highly on is not like investing in a company like proctor and gamble it's not but i think highly on as of now on the onset was given a lot of hype credit and now to the downside it has been equally as bad to the downside in that the market doesn't know where to value this company it's sitting on a war chest of capital of about 400 585 thousand of cash cash equivalents long and short-term investment so it's catch cast position is fabulous they've garnered a lot of interest within industry with their product they've developed their product they've brought one to marketplace so far they need to enter into over the coming months and i earmark about 20 months toward that end on their flagship product the hyper truck erx which is a full electric truck solution specific to the powertrain that allows the company to fuel an onboard generator that fuels the that powers or charges the generator as the truck is moving down the road the batteries power the drive train the rear axles dual axles on the hyper truck erx that actually propel the vehicle down the road provides an enormous amount of horsepower a huge amount of horsepower 600 on the last check that i saw there was some despairing figures that were thrown out there we're probably talking about 600 horsepower here guys with the dual axles with a thousand miles of range which just blows the competition out of the water and i think if i were going to speak to the hunger of the fleets out there that are looking at the total cost of ownership over time halyans got some things to prove and we'll talk about this and some of the catalysts that need to happen over time as we look to validate this product and make sure that it can get that to that seven year on the minimum and 10 year payback to the fleets if they can't do seven years on the minimum this company will not exist they will not provide the bottom line benefit the companies are not going to opt for new technology if they can't guarantee that the product is going to be reliable and durable over that time frame in so far as deriving bottom line benefits to the fleets if they can say look we can guarantee that the hyper truck erx is going to last eight and a half years now that's a figure that we can look and draw bottom line benefits on running either c and g in the tanks to power the onboard generator that i spoke about and even better renewable natural gas which as of late has been extremely extremely bullish to take what it is is being off gas to the atmosphere and providing that as a viable fuel source to use through existing infrastructure to put to our transportation system and a lot of people might ask well why ryan why is it a big deal i get my goods you know walmart seems to have no problem with the semi trucks pulling into the back of walmart and the sheer answer to that is very very simple and it's a two-fold answer the trucking industry is the number one polluter on the earth i'll say it again the trucking industry is the number one polluter on the earth trucking industries know this these are not bad people that make up these enormous organizations trucking is the number one most preferred method of transporting our goods on a day to day basis it is the lifeblood of providing transportation from point a to point b these companies know this and they understand their obligation now to start to entertain where technology is now and where it could potentially take them into the future so your question as an investor has to be who is best positioned to sit across from the table and deliver the bottom line tco and i think highly on i could make the pitch i know enough about this company i could do it myself i do it every week for you guys i am just a lone voice on youtube for whatever that means i don't put a lot of stock in my own application i just come on and i deliver this through the lens that i see it to be the most prudent and the most applicable to shareholders out there but those companies that are going to be versed to sit across and provide these fleets that option to go more green is not only coming on one front from the fleets itself but it's coming from the customers themselves customers want to be called upon and aligned with those businesses that are taking an initiative to help protect the planet if you have a black eye of an industry that is the number one polluter in this in this world and there are absolutely positive repercussions or acknowledgments for these companies that opt to go green everybody's going to fall in line guys if you don't think that that is the case you would be wrong and you would be sleeping at the wheel no pun intended on this particular topic the question is who's going to win the business is it going to be legacy fleets like Cummins is it going to be Volvo Penta is it going to be the OEMs that side with different companies and certain companies out there that are looking to make these products available on a mass scale Nikola is choosing to take its own path and becoming its own OEM basically and its own assembly line along the lines of what Tesla has done and that they create everything in-house highs on same idea highly on is taking a different approach in that they're looking to partner with the OEMs and provide that opportunity to the OEMs customers to allow for the product to be installed off of the OEM line so just a different approach where we're going into the future is is really anybody's guess or anybody's bet at this point I think the stars are aligning in such a way for highly on to be somewhat exciting over the future nobody can tell the future what I find interesting in the social media landscape is that a lot of people are trying to imply that they know one way or the other based on past performance where a specific company or even a stock is going to go into the future I've also gone so far as to identify some folks that I've really had and I still have a lot of respect for them great great people and Paul is one of them Paul is retracted from doing highly on content is totally up to him and and I understood his his rationale personally even though I totally disagreed with you know the amount of awareness that was being provided on this topic let's just take highly on out of the equation for a little bit here's the thing Paul nor me nor any other social media content creator out there needs to answer to anybody and and that's what I feel like was a little bit of a an exit stage left and I was disappointed by the news I respect his decision he's a grown man he can do whatever he wants and especially as a content creator I absolutely don't get into that whole back and forth but I'm if I'm going to be constructively critical I think the landscape suffers a little bit from the lack of opinion out there and I don't care what you think of me I don't care about what you think of other social media content creators out there but unfortunately I think that the sentiment that is surrounding the stock right now is driving some of these and it overshadows some of the initiatives and some of the vision and will will those visions come true is their vision to be a dominant player in the class eight space going to come to a reality we don't know and that's the thing is I don't I don't operate in in a capacity to presume whether or not I know one way whether or not highly odd is going to go left or right I don't know it's anybody's guess if nothing else over the last couple of years it's proven some of the headwinds that can be dealt to some of these small companies are are in some cases insurmountable the short selling interest has started to come off of highly on and it's been a real bear on highly on's back it's been a real anchor no doubt it certainly does not help when you have an over 20% a short share float out there which drives down the sentiment but I'm gonna talk a little bit about the stock directly here as as where it sits right now and I just don't think there's a lot of news outside of myself you got bloodhound investing and you got rp music as well that's doing some good and the wall street engineer as well as my friend Jason with Jay Mac investing who just as of late went down to the highly on facility and got to drive in the hyper truck that to me was invaluable it was invaluable somebody that I knew somebody that I trusted I've never met Jason in person but I know him through social media and that's good enough for me and and to see him in in the driver's seat of that I believe that if he thought that it was a bad experience he would have he would have said you know he would have reached out to me and said Ryan this this really it was clinking and clunking and it was making all kinds of noise and I tell you the diesel truck was much more enjoyable and I think when I when I come back to to my disappointment I think in some of these channels that in in my assessment is like throwing in the towel I think you're missing some of those monumental achievements to a company that just hasn't been around that long and I've heard comments come through Twitter which I feel like is just about as invaluable as the scum behind my teeth to be honest with you I just despise Twitter all together and I just think for people who come out and say that Thomas Healy isn't doing his job define what it is that you think Thomas Healy needs to do more of and that I might have more respect for but to say that somehow he's not doing his job or a comment that I saw this week come through Twitter and I just cringe every now and then it's not even entertaining to me anymore is that Sherry Baker needs to provide her salary back because there are no earnings to report that's somebody who probably has not sat and listened to Sherry Baker deliver her quarterly reports with ease and elegance with as good a profession as I've ever seen in the industry and I'm not I'm not trying to boost anything up I I really just have that much acknowledgement to how good and how valuable both Sherry and Thomas are to the company and Thomas Healy is the founder CEO of the company he's not going anywhere okay and whether or not you think he's doing a bad job or not whether you think Sherry Baker needs to give her salary back she's a CFO of a multi hundred million dollar company you know a three quarter 750 million dollar company she doesn't have to give anything back she's doing a great job and she's also providing a lot of those things that behind the scenes that tip of the iceberg report that she gives on the quarterly's that's easy that's easy for her but her strategic oversight of the expansion of the facilities the strategic insight and and input on new project initiatives the strategic insight and opportunity to provide way in on how much R&D is put out there the the managing of the capex at the company I really think that's somewhat short-sighted and and I think it does detract from the conversation so you can see a spectrum there of some of the comments that are just out outlandish which speak to a lot of people's lack of intelligence to be honest with you I hate to be rude but I really don't actually because a lot of these comments are just plain stupid and then some of these other comments that although there were a lot of things that I valued with the opinion a lot that I disagreed with but when is it that we couldn't just sit across from when did we lose the ability to sit across from people and just agree to disagree not get pissed off not say hey this is a bad person or or a good person or hey they're right on or hey I disagree with that so therefore I hate them I don't understand that because this is a conversation worth having really is I think the direction of where we go with the planet is worth having and this is some of the where I thought some of the deeper vision and the deeper meaning behind the message in Paul's message specifically spoke to providing awareness through a conduit through social media he said he didn't enjoy it anymore and that that kind of stung a little bit for me because it's like man I cannot relate with that I enjoy sharing my highly on story I enjoy sharing my ability I love that I don't want to wear this because I don't want to get a dirty I'm saving my my highly on shirt man I value being called upon with highly on and you know it's for the same reason that I that I don't necessarily come on here and talk about Altria Group every week right it's just two different schools of thought and I think from a broader perspective the awareness and the technology and he's quick to talk about how much he's behind the technology well if they can leverage this technology in such a matter to integrate in a small capacity to the fleets every truck one truck at a time is a step in the right direction and it is a radical step in the right direction there's statistics and I don't bring it to my mind right away it's in the original investor presentation which discusses how many metric tons of carbon are being removed from the atmosphere with every integration of the hyper truck ERX guys that's that's powerful stuff and you know maybe I'm off you know a lot of people come on and they're like Brian you need to admit when you're wrong no I don't get out of my knickers I'm perfectly fine you should try just I don't know maybe finding a little bit of strength in yourself instead of trying to pick fun at other people man and especially picking fun when they're down I'm down in this company just like everybody else there's nobody that's that's not not down in the company nobody has invested in this company in public markets outside of the private placement before it came public that is not down on the company what does it mean does it mean that you have to throw in the towel does that mean that you have to automatically draw up presumptions about the company going out of business a month from now or never having the ability to scale up their their production because what because you perceive that there's lack of information on the landscape and two of the channel creators that I had some respect for I really do and to each his own I respect their decision about moving off I'm the ambassador of highly on every week there's nobody that's put more content out and that's including Jason and good for him he's branched off and he's done some other things he's busy with his sport cards this is what I want to do right now okay this is what I want to advocate for and I'd be hard pressed to say that there's another channel creator out there through YouTube that is electively doing as much content as I am I hope I'm wrong I hope I'm wrong I just don't see it I don't see it and I place myself in that position why because it feels right feels right to provide that awareness to people stock owners out there folks looking at the this EV space especially the class 8 which is a niche industrial technology space it's fascinating what they're doing fascinating with the ability and I was driving to work the other day and I saw Pinsky ideal ease writer and Werner all right behind each other boom boom boom I went to vacation this week and I saw Wegmans excuse me not Wegmans Werner writer Pinsky same every time I go out there I'm like these are some large fleets that highly honest partnered with through the innovation council and I think highly honest it's really difficult to put your thumb on because they've got a lot of moving pieces right now that need to align in way of catalysts and that's why I think over the next coming months the bridge from now to that mass scale up and the awarding of those build slots by the OEMs will be of interest to me as we enter into the back half of 2023 and we're just going to have to put this opportunity on ice and you know being upset from week to week and and and throwing in the towel one week and one week I'm not going to talk about it and then I start talking about it every day again and and then I'm not going to talk about it really does kind of give the impression that that there's a little bit of a wishy washy application and that's the part that I I don't really understand I don't really understand what the intent is my intent is very very clear my intent is not to pump the stock I don't even know what that means I've done company profiles on companies that have lost 75 percent of their value I don't believe that the influence over social media has has that much of an impact on I know there's schools of thought who would put it in a box and say it's pumping the stock stock's going to do what the stock is going to do I know this because I witness it firsthand okay I don't do this to pump the stock nor do I I don't work for highly on either it'll pay me to put this content on you know and I do it willingly willingly just to educate because I do have an insight and a conviction about this opportunity that into the future highly on is going to be well positioned to take a meaningful chunk and we're looking at one to two percent one to two percent is not meaningful okay one to two percent we are talking about significant impact and the question is how are they going to get from where they are now which is zero percent penetration they've got reservations and they've got orders that are secured by deposits etc etc but they have zero market penetration zero okay as they start to turn out those units to the fleets and the fleets start to obligate themselves which we've had a few obligations prior to fleet trials which tells me a lot about how excited these companies are they take one test drive of the hyper truck ERX and they're sold if that type of interest and by Thomas Healy's admission that interest is as strong as he says that it is it's going to be very interesting when the availability of build slots comes available to the fleets and they're jockeying for position to make sure that they can have those build slots secured with their name in front of it okay but from zero penetration to one or two percent two percent penetration in this market we're talking about a hundred and twenty dollar stock here okay that that's the numbers that we're talking about so when people want to focus on the zero focus on the zero zero zero market penetration anemic remedy 200 million 200 000 this year two to three million projected for 2022 moving into 2023 where are those projections going to lie with the deposits and the hyper DX continuing to sell and the and the hyper truck ERX at about 30 to 40 000 of profit per unit to the bottom line as we start to scale up and we're doing hundreds of orders maybe even thousands of orders approaching that critical mass of 5000 units where are we going to be then when we actually have some quantifiable metrics to award to the company as these fleets are starting to introduce it and we step toward that one to two percent of market penetration for highly on that that's going to be the key so if i give you just my insight as a stock investor i don't own highly on exclusively okay i have hundreds of thousands of dollars in other places passive investments dividend stocks i have a little bit in crypto i'm invested in a very very holistic portfolio and that i think is what separates me from the masses as well is the dominant portion of my portfolio is comprised of a value investing type of perspective that's why i don't come on and i don't apologize people are like you're going to lose everything no i'm not if people stop buying tide that's going to be much more problematic than if the highly on solution is slow to be integrated by the market and they don't do it in 2024 and they do it in 2026 for me i'm going to be around no matter what because i think inevitably this solution with the hunger that i talked about on behalf of the industry and behalf of the demand from the said customers that i discussed at the onset of the program that right there is going to be an inevitable alignment of the stars for highly on and make them well positioned to take what it is right now with a prototype product the hyper truck yard x which is in inter going to enter into its final state stages of validation winter testing mipsa and epa approvals for over the road right as well as the fleet demos and trials for final validation they want to make sure that they get this thing right and we're 21 short months away from that if you think that that's too long to invest i've heard some schools of thought to say why wouldn't you just wait if that's what you want to do no problem don't come back to me and bitch when this thing jumps overnight to 12 dollars and you're stuck looking at a company that you knew that you knew had the potential for the stars to align you knew had the potential to sit across from industry and deliver a bottom line tco that did not compare with any other company out there we are in that opportunity right now do not come back to me and and and want to say i should have i should have done this or i told you this or i told you that because like i said i'm one of the very few voices on social media that's telling me you at least need to give it a look now is not the time to be throwing in the towel that type of loser's mentality is not something that i abide by it's it's a loser's mentality in that i i'm not going to give up on this no way i just i don't look at it that way i don't i don't look at it that way i look at it very very simple for the seconds and the minutes that i'm on providing awareness to highly on is is time well spent as far as i'm concerned and i'm going to continue to do it and when we enter into something other than a very low sentiment stage it's going to be a lot more enjoyable to do but is it going to be that much more enjoyable than that it is now for me to to operate under the same thesis that the world needs this solution and companies and and and customers they understand this and the general public is demanding it and the second that the government steps on board and starts to provide some incentive once these products are available and highly on can step forward and say our product is ready it's ready to go we need to win more build slots with multiple oems not just peter built right when they can say that it's going to be the floodgates that i think break break through and highly on is just premature of that end right now they are not in that stage and i think in all fairness to highly on a lot of people are demanding things that are not possible right now from this young company they've set the milestones in place over the coming 21 months of bridging period for them to get these major milestones out of the way and they are major winter testing is a big deal they have to make sure that the product can withstand the rigors of of the cold and the rigors demands over the class a vehicles and the colder applications they need to make sure that they can meet their MIPSA certifications and they need to make sure that the fleets are going to be able to provide that feedback back to highly on they've said since the beginning that this is what they wanted to do they did not want to be that company that came out like nicola and said here's our product take it or leave it it's going to be our way or the highway we've been doing trucking for all of three years and we're the experts and you said trucker need the solution to clean up the environment and you're going to do it our way without any opportunity for feedback now i'm presuming a little bit there but on the onset that's what it appears to be from nicola it appears to be here's our solution take it or leave it it's going to be our way or the highway highly on does not approach this that way they certainly don't with the initiatives with the a the major feedback that we've received from a lot of the major fleets out there it's very very apparent that highly on wants to win over a customer for the long term and partner with industry on their step and bridge to electrification within the class eight space that's something that i can get behind the approach that nicola is taking is not one that i can get behind and that's just me personally you guys out there that are talking about nicola to the moon etc etc i hope it does for you that's great i do not have conviction on that opportunity this one i do some of the resources out there that i'd like to footstomp a little bit the highly on discord shot out to the highly on discord i don't spend every day in there i go in there around earnings call i just don't have the time for it the folks understand that this is their bridge and link i i i openly advocate for the discord group if you're into back and forth discussion all kinds of great information on there they do a great great job in in providing that information to would be investors investors alike or anybody that's just interested in a basic conversation about the company you don't have to have stock owner to join the discord group there's a stat that all a pretty sizable float is represented in the discord group there and i'm a member it's no problem i don't frequent it very often i do my own thing with my own opinion but the discord group is good and then finally what i feel like is the best resource for highly on is highly on dot com i think their website just having i've watched it evolve and improve since they come public and it is a wonderful wonderful website and to be able to kick over there and find out the latest updates news releases etc on the company very very important for you so those are two resources if you're interested in the highly on opportunity i encourage you to kick over there and and check them out you'll learn up on the two products that they have right now and what applications or niches they are looking to fill with with each of those solutions the stock right now trading about three dollars and eighty cents at the time of filming this video a sentiment i your mark is extremely low i still have a price targeted twenty four dollars it's awesome how much hate i get through social media by saying that this this company is a twenty four dollar company there's certain things that need to align if they end up getting half of the projected sales to meet that critical mass of four to five thousand units so two to twenty five hundred units is going to put this stock probably well north of fifty so my twenty four dollar price target is just below that fifty dollar mark very simple very simple simple math they've got to do one hundred and twenty five to one hundred and thirty five to hit that critical mass hundred and thirty five million for meeting their costs and expenditures per year they can do five thousand split up per quarter you can start to identify what they need to do per quarter as they start to integrate and step into mass scale now i think they can do it domestically i think they can and i think they will and then once the company goes global you're talking about another double up from there which gets us at about a hundred hundred and twenty five dollars you're talking about a sixteen to twenty billion dollar company at that point okay so talking about it here at seven hundred and fifty million a lot of the company's opportunity is being judged right now at seven hundred fifty that's big thinker stuff guys i i i understand that a lot of you guys will say you're wrong ryan it'll never get there no problem you're entitled to your opinion but i'm entitled to mine as well and this is just how i see it shaping up so a lot of people will say twenty four dollars you you're terrible well what's your justification then is your justification that it'll never reach twenty four dollars because the stock is trading at three dollars and eighty cents that to me is an escape to thinking and it's an application that i just don't buy in okay the company is not the stock and the stock is not the company it's just that simple that applies not only to highly on but any other company and the sentiment is low so there's no there's no surprise here as to why the company is being priced right against its cash liquidation value it's being given credit for no proprietary opportunity through their technology it's given no credit at all for the orders reserved and orders on the books with back by deposits it's given no credit to the fleet wide diversity that they have across multiple fleets and what that opportunity could mean q4 call identified five new players in the hybrid space representing 500 trucks people just breeze over that like it doesn't matter bulls like myself are like it matters and it will matter doesn't matter now should i throw in the towel because the stock is trading at three dollars and eighty cents when i know and i pick up on that stuff and as an acute of an investor iq as i have to not pick up on that stat and just discredit it now could the world come to an end and highly on cease to realize its vision for the future to be a dominant player in the class eight space sure anything's possible this is not an exact science i find it interesting those people who think that it is this is investing and i've doubled down on this all the time this is investing you want to think really really hard about it it's not going to work you want to try to come up with justifications in your mind as to why things are the way that they are at the time that you're making the analysis none of that matters stock market investing takes a very very unique application well you're a bad investor because you're down on a stock let me tell you guys i give you some insight i've been down a lot of times and my very perseverance through those down times and going from very very deep water with a lot of different companies out there has been the very measure of my success as an investor am i in it now in deep water sure i've lowered my cost basis i've done everything i've needed to do i'm still good i i'm i'm better now than i was before and that's the irony that i feel like a lot of investors feel like they've got it worse now when in actuality looking at it in the opposite there's no news on highly on right now that's a good thing the stock is trading against its 52 week low right now a lot of people are negative i think that should be a positive right making your decisions based on a three dollar and 80 cent stock price right now is not correct you should be making your decisions to the positive and saying wow this is a prolonged buying opportunity now could we be completely wrong on this opportunity yes but to find wrong is the stock going to be three dollars and 80 cents next year let's just say that it is then i'm wrong am i good for you i'll patch you on the back if that's what you want see a lot of people it seems like they want to self fulfill their own prophecy and presumptions about people me i could give two shits about what you do i i just don't care i spend very little of my time understanding what it is that you do now there's a few highly on investors that i absolutely do respect their opinion and if they said something to me i would listen there's no doubt about it but for the masses that they seem to want to have me chalked up because they sit across from a youtube video and they've got me licked you don't have me licked okay i understand me i don't expect you to understand me and don't expect me to understand you in all fairness this is investing okay and i try my very best to revolve around this definition which is very very complex for a lot of people to understand a lot of people just deserve to make money and spend money and retire broke that's what a lot of people deserve you want to know why because a lot of people don't understand or even take the first slightest second to understand investing to understand what it requires what does it require to enter into v o o the vanguard's s and p 500 as opposed to entering into a single stock like johnson and johnson on the value side of the house and dividend king right as opposed to what it takes to invest in an opportunity like this this is the top of the iceberg for me as an investor it doesn't get any better than this it doesn't get any better so so the contrast that i'm trying to to aim at is this for me is the big leagues this is the opportunity of a lifetime for me it's the top of the iceberg i give no guarantee that it's going to work out next year i get no guarantee that it's going to work out in two years or five years what i am guaranteeing is that i will be there for the look in 2023 i will be there for the look in 2024 is it going to be at 380 i don't know i just said i don't know but will i be there to provide me that opportunity for the look yes i will i absolutely will so 24 dollars on the price target the catalyst i feel like from now until then is for the sales team to continue to build out solidify the order book just that simple get the orders secured with backed deposits against the order slots the peter built is willing to elect i threw this out to tomas eley directly through twitter and of course no reply he he's blocked me i'm sure he doesn't get my stuff and i don't even think tomas eley monitors his own thread i think his media team does that i think they've black sheeped the independent investor channel which is ironic to say the least i provide more awareness content than really a lot of people out there on social media for highly on and the majority of my stuff is right on the money whether it be from a bold perspective or a bare perspective my question was how many slots is peter built going to be willing to give to highly on every year phenomenal question if i had him sit next to me i'd ask him now i take a drink of my tea and then i'd ask him because i for one again i contend not to put people on a pedestal i don't do that if tomas eley wanted to answer that question he could have but perhaps maybe it's proprietary maybe it's secret maybe they're still working out those details with peter built is it a thousand that's disappointing is it four thousand that's exciting is it two thousand somewhere in the middle it is what it is right we don't know is it going to be a hundred and fifty that's pretty anemic and that's not going to work and that's the way i pose the question if we've got a hundred and fifty that are reserved for 2024 then what comes next are you asking those questions is your crm giving you forecasts about what you need to keep the business afloat i'm sure that it is right so those questions are very very viable in getting from that zero to that four to five thousand units sold and if peter built can only elect 1500 or a lot 1500 to highly on well then they've got some more work to do they ought to be knocking on volvo pentos door they ought to be knocking on on kenworth you know and and a lot of these other oems international they need to be knocking on their doors to make sure that they can at least get to that four to five thousand which is the breakeven catalyst if they can get to that this company will survive if they can breakeven for for even a few years if from 2024 to 2027 they do nothing but walk toward that breakeven we're talking about a $50 60 $70 stock at that point even at breakeven they don't have to make it done they don't have to make it done they reinvesting in their business anyway but the the ability to maintain that order book and maintain that steady order flow is going to be a key for highly on and it's going to be the catalyst that absolutely is going to be on my mind is it going to happen next year probably not so throwing in the towel right now makes no sense to me none okay but will it happen into the future i think it's going to be a slow monotonous process so if you're not in for that i would jump ship now throw in the towel if that's what you want to do you can stop bitching at me all the time no problem i'm not going anywhere come back to me in two years i'll still be here no problem open door policy no love lost baby no love lost all right i care about your success more than you do i do and i'm just trying to help you that's it that is my sheer intent providing awareness on an opportunity that in five years a lot of people are going to look at and they're going to say damn i had it right there in front of me and i had the independent investor guy ryan putting a cherry on top every single week for me i had it right there i could taste it why didn't i buy a hundred shares why why why why why didn't i i regret why should why didn't i we all have those in life this is one of them corporate ownership over the stock right now sits at vanguard at 6.3 percent total ownership over the sheer float uh coal capital comes in at a respectable second place at 5.5 percent total share ownership and my favorite black rock woohoo uh coming in third at 5.1 percent of the sheer float job filling is coming along it's a sign of a growing company this is a bullish sentiment that of which the company right now gets zero credit for and it is something that i wish more people would talk about i've got people in my group who track this exclusively and shot out to dave for doing that for me he provides it for me i can't be everywhere at the same time and he does a great job man his due diligence is uh much more penetrating below the surface than mine is and it's fabulous and that only helps to provide those multiple stars that are out there and then when they do come together you're going to have to have people to do the job guys to run the company right so if the company was firing people and laying people off then it would be problematic they are not doing that is now the time to throw in the towel probably not they've grown to 200 workers some of these positions these are not small potatoes some of these positions that they're looking to fill as big i will earmark the technology committee that was formed just last year in 2021 headed up by mary gaspansky who is with belphi she's the perfect person to lead this fight uh so providing that strategic arm uh for highly on in the technology committee and bridging the gap on how the technology is going to be integrated into the fleets that they're eventually going to uh provide their solution to so i i found that to be very very interesting segment to the show that i want to throw out there just for fun is going to be thomas tips these are some thomas tips and what i thomas is a boy he's a billionaire right multi-millionaire got a few hundred million he's he's lost a few hundred million with highly on no problem he's fine he's fine he's tough he's a tough guy and i think he's got a little sense of humor too i think if he had more of a sense of humor um he would have watched my highly on video where he was there in cardboard and i interviewed him because he didn't want to come on my channel that was funny but i have three things i have three things and in all fairness these are three things that i wish he would improve upon uh do without calm down a little bit on thomas healy does not have a vast amount of experience as a ceo i think he's more than capable i think he's a very smart guy i think he's learning the job and i think his potential in this role as the founder ceo i think his potential is through the roof i think he's going to be a better ceo i think the scrutiny that he receives right now is somewhat laughable when you look at some of the other ceos out there in the same space uh that can do no wrong they can do no wrong they can sell as much as they want they can puff as much as they want they can say whatever they want they can get into hawk with the sec as much as they want and they're provided all the amnesty that they want it's just lovely thomas healy's a good guy he's a good guy here's my thomas tips stop talking down on the hybrid ex okay please um i've heard multiple interviews and i don't know if it's by nature of the habit forming of the uh prepared remarks and his trying to stay in a box but seemingly there's two things going on sherry baker says two to three million in revenue for 2022 and those revenues are going to be garnered by the hybrid ex product the hybrid ex product has provided a million miles of road validation the hybrid ex is a viable product in the industry if i'm looking to upgrade my fleet of 10 and i don't want to go full electric because of my routes being subject to c and g then the hybrid product is perfect for me it's perfect provides more horsepower provides fuel savings to the bottom line and and it's it's it's that step in the right direction of electrification it's a beautiful fit and i get the impression sometimes that thomas is looking to sabotage his own pro product just by acknowledging that commons has come out with a c and g engine that historically has been proven to not provide ample horsepower okay the hybrid allows for those older engines to be supplemented with that extra horsepower and the fuel savings on the diesel side to be supplemented it's a beautiful product thomas stop sabotaging your own product you've doubled and tripled down on this multiple times and i cringe every time you say it because this is the very product that's going to bridge your success to 2023 please thomas from a small nook on social media the independent investor channel ryan says stop doing that you don't even need to talk about it if it comes to fruition and the hybrid ex is obsolete in five years so be it no problem you don't need to sabotage your own problem and say yeah we acknowledge that we're taking all the learnings from it and and segueing it into the hyper truck erx when those five years could provide some critical revenue to bridge to your full electrification solution through the erx okay number two is his insistence and downright infatuation with hydrogen fuel cell um this is of interest to me and the last interview was a little much for me um we know that the industry is giddy for hydrogen fuel cell i know some physics teachers actually that don't think hydrogen is as good as you say that it's going to be and it's not one of those things that industry is going to just fall on itself to achieve um i'm more of a holistic applicator in the 10 years from now there's going to be a large chunk of the fleets that actually still consume diesel not the other way around not hydrogen fuel cell is going to dominate 50 percent of the class 8 space i think it'll happen so my thomas tip for you is double down triple down on the things that you've been saying all the way up to this point in that hydrogen fuel cell infrastructure does not exist there are some absolute uh drawbacks to hydrogen fuel it is not the magic solution no kind it is way too expensive and there is no infrastructure right now i'm looking at 10 years plus before hydrogen fuel cell and the agnostic solution which i think is absolutely smart comes to fruition i believe that highly on is going to benefit from being able to offer hydrogen fuel cell into the future but do not do not speak as if hydrogen fuel cell is the standalone solution that gives nicola tailwind because they are an hydrogen fuel cell solution provider exclusively whereas you are not you sold everybody on the idea of net carbon uh negative emissions profiles by talking about r in g okay and renewable natural gas is something that is going to be the dark horse in this race you want to talk about hydrogen fuel cell great talk about it in a realistic term but r and g is closer to winning the race in hydrogen fuel cell that's a fact jack he knows this double down on when what we know as facts and i don't know if he's doing it as a sleight of hand and leading people down this idea of of feudal type of application in that he knows hydrogen fuel cell is not going to be the dominant fuel source i believe that fleets are going to look at their applications and they're going to have four choices hydrogen fuel cell they're going to have c and g r and g they are going to have full electrification and they're going to have diesel and those four applications i believe are going to help moderate the amount of pollution that the class 8 space is putting off now in 20 25 years after those four solutions have had multiple years of being introduced into into the fleets application and those bottom line benefits and the real durability factor and the real tco that's been driven over multiple cycles of rolling out different class 8 spaces and introducing new trucks and new fuel sources to different routes what's to say that an r and g isn't going to be a better application than a hydrogen fuel cell application into the future we don't know that we don't know that so my thomas tip is stop putting all of your rhetoric into hydrogen fuel cell when the very solution that you've been so adamant about over the last three years since the inception of highly on has been the use of c and g r and g in your application the last thing i'll say is you're cordially invited to be a guest on the channel for an interview exclusive at the independent investor channel i will not charge you a dime for said interview i think it would be riveting i think it would be a huge give back i think it would dissolve some of the sentiment around highly on and yourself specifically about not caring about individual shareholders i for one will not buy into that rhetoric i do not believe that to be the case i believe absolutely that you care there's been a few things that you've said in your past about learning to grow thicker skin and i've been pretty scathing during certain points of the highly on evolution i will admit to that but most of my scrutiny has been on the edge of being right on the money your lack of rollout of information and awareness to people gives people the impression that you don't care and while you're selling stock every single month it only exacerbates that when you're right to sell the stock is exclusive to your right as a share owner but it's the optics of the whole thing thomas right so i cordially invite you on and i appreciate the pressure being put on continue to tweet if you tweet it i will tweet it back again and i will do a point down i've been doing that through twitter so follow me on twitter if you enjoy the videos let's provide a little bit of churn let's have a little bit of fun with it provide a little bit of fun with it provide a little pressure a little pressure on highly on to come on and oblige a free interview from the itu it's going to be riveting i'm a good interviewer i know what i'm doing i know what i'm talking about i know the numbers in and out and i know the opportunity in the stock and be a great interview i would venture to guess that it would be a very worthwhile product for thomas and it would take 30 minutes at his time 30 minutes is all he has to invest in the thousands of patrons that have made their way into the independent investor channel community to get some awareness from my perspective i think it would be fantastic to have it doubled down from from thomas heli that's the thomas heli tips of the week right there thomas thomas thomas tips as we close down the video here earnings are right around the corner it snuck up on us be interested to see how they've been able to secure some orders and garner some further revenues against that two to three million dollar projection if in the first quarter q1 of 2022 they've garnered 128,000 i'm going to be pissed my expectations for this earnings call just like the last one is very very low very very low the dry landscape right now with information highly on is not garnering pre-orders or pre-reservations or pre-orders with deposits with any type of frequency which is okay it's not nor a negative or a positive it's just is what it is they're not winning those businesses it's fine it doesn't mean i don't like the stock or the company it just means they're not winning that business my sentiment going into this quarter is very very low have they been able to garner some revenues against that two to three million and i i don't i don't know sherry i mean we put ourselves against the grid a little bit on this one two to three million in a year that is going to rest solely on uh hybrid ex sales i don't know where you're seeing that in your crm but i hope hopefully it's telling you something that is realistic in nature because i don't i don't see it happening i don't i mean we were supposed to garner eight million in revenue last year and we garnered zero you're projecting two to three million after a year that we were able to only garner 200 000 i i don't see where it's going to come from please prove me wrong and these are some of the things that i'm going to be looking at on the earnings call they have put together a track record of building up to these earnings calls and and releasing the information on earnings i have no problem with that jason asked him about that hey why don't you just release information as it comes through i don't think it matters either way i think positive information falls on deaf ears as far as the market goes anyway so why not just roll it out at the earnings call put a little bit of a positive spin on the earnings call because earnings is probably going to be irrelevant now if they turn out a million of revenue in the first quarter that's going to get my attention so we're talking on the low end of 250 they better be in that range they better beat this quarterly uh in in what they were able to garner in 2021 they better beat that in in the first quarter because you know they're not going to be able to accelerate to two to three million uh by by by by magic it's not going to happen um the the the fact of the matter is the sales team needs to go to work and they need to start to generate these so we can make sure that we can navigate these bridging years and get us into fleet trials and demos and the certification as well as the ramp up of sales it's through commercialization back half of 2023 guys so earnings call coming up main ninth that snuck up on us main ninth set it on your calendars guys i really appreciate you tuning in to this highly on update sorry i missed the last week i was on vacation but i roll these out with extreme frequency love doing it i will not in any way waiver in my opportunity sometimes i'm bearish on the company sometimes i'm positive some people are bothered by that i don't really care okay you need to understand i really tried to touch on what investing means for people and people need to do a better job in understanding what investing means for them okay i can help you with that and for all the scrutiny that i catch through social media it's for those people that really do understand it they don't mind the long winded videos they don't mind it because they understand what i'm trying to do here if you don't like it go somewhere else throw your stones and go somewhere else i have no problem with that okay i have no love lost at all all right go ahead and subscribe to the message leave your comments at the bottom of the video share the message go on to twitter follow me on twitter follow me on twitter follow me on twitter okay make the charge to highly on to seek out an interview with the independent investor if they have trouble finding it all they have to do is google it i'm the first one that comes up i am not hard to find on social media it's an open invitation send that tweet over i'd love to see a couple hundred tweets go in there because i think this whole like five or six tweets big deal i appreciate every one of them that's not a big deal we need to have a few hundred requests come in let's flood them over again man it's all good power of social media gives us all a voice and i don't mind representing that voice for you guys if you're willing to take a little bit of ownership in this process and and and kick over there it'll cost you nothing a little bit of time put a little bit of pressure on highly on to accept my invitation here through social media because i have stopped soliciting that directly of highly on if not we're going to continue to drumbeat we're going to continue to push this vision forward into the future we're going to continue to share what it is that i know from my perspective guys thank you so much for tuning into the message and good luck in your investment future