 Love to welcome everybody back to the Weekly Independent Investor Channel update on the highly on progress. It's been fast and furious and the flagship announcement this week was obviously the wholesome order that was placed for binding orders backed by deposits. This is from Wholesome. They are a cement company that is interested in using the Hypertruck ERX to advance their clean energy initiatives. They've got advanced technology that exists within the creation of their cement that is a more environmentally friendly method to do so. I want to welcome everybody to the message here subscribers to the channel and new visitors to the channel who are interested in uncovering what this company is doing here still at the ground level of the company and this is going to be the bottom line. The bottom line has been generated for your viewing entertainment and to understand from my perspective what I believe is going to be the driving flagship attributes of this company that we look to measure its progress on and I want to bring your attention to one very specific quote here and this is going to be the bottom line number one and as we work through this video I want you guys to really question what it is we're looking to achieve here. Are we looking to generate discussion around this topic or are we looking to do something better in way of results and when I speak about the bottom line I'm not looking to engage in a back and forth banter of he said she said or I'm right and you're wrong and you have to accept my dialogue that is not my intent. My intent is to further the discussion on this front as it pertains to EVs. Now this week EVs got a boost across the board. Nicola, Hylian and Hyzon which are the three that I cover most intimately and Hylian being the largest shareholding position in my particular portfolio and so it's the one that I'm the most bullish on by far leaps and bounds but I do cover the space holistically for you guys and your interest in understanding my current disposition in the EV space. I went ahead and sold the Nicola contracts that I bought on the pop made a quick 24% in one day. I'm happy with that. I made a little profit and I'm good. I'll continue to monitor the landscape and Hylian having come off of its base and me picking up my long contracts there with a $3 strike. I'm obviously in the money there as well but that's the one I'm interested in holding long and it's for reasons that I'm going to disclose to you in this video that you'll find that if nothing else this story is extremely attractive in what they're trying to do and so the bottom line number one is the quote that I picked out of this wholesome order and the quote is at the very end of a statement on the order from Thomas Healy talking about without sacrificing their business needs and I really want to bring you guys home on this in understanding that since the beginning of the Hylian opportunity and what it could mean for would-be shareholders it is to understand that Hylian's objective in this was not single tier. It was a multi-tier approach to providing solutions to the fleet without compromising their business needs. What does that mean? I think all too often we get into this banter of speaking along the lines of we need to go green and we need to do so at all cost. That is the wrong approach and I'm a YouTuber. I don't know much about the trucking industry and I sure as heck don't know a whole heck of a lot about the fleet logistics business either and I don't presume to. What I do understand is looking at business holistically and understanding that businesses on the bottom line are not going to sacrifice their bottom line business for the sake of the green initiative. They're not going to do that and you can debate me all you want. The fact of the matter is these companies answer to shareholders and they must and I do repeat must look at this opportunity as a step toward decarbonization but if you're thinking that somehow they're going to make these decisions in a box or make these decisions in a vacuum which would suggest that they're going to go green at all cost they're going to take on new initiatives when fuel costs right now are out of control when they're going to take these leaps and bounds with new technology without scrutinizing these in fleet demos and introducing them into their fleets and understanding for themselves how these solutions are going to impact their bottom line what type of durability and efficiency they can get out of these you're freaking crazy you're freaking crazy I nor anybody else would expect them to do that and it seems like somehow the banter is that we're on a race right now and that somehow certain solutions are going to win out and other solutions are going to go by the wayside that is about the most shallow and stupid approach to this that I've ever heard it's a cool thing that I get to come on and I come on once a week so you get to build up some of the anticipation as to what I'm going to say once a week I don't come out with videos every day I think that's stupid too nobody's opinion is that important nobody I don't care who you think you are the only thing that's going to matter in this is the marked progress that will be realized on the bottom line the bottom line and the bottom line hate to suggest to you is not a youtube commentary doesn't mean shit okay just doesn't mean anything that is not the bottom line that we're looking to generate dialogue around will highly on go out of business I don't know if that's your bottom line you're entitled to your opinion absolutely but as we march into a cleaner future which highly on and the others as well nicolette and hyzon are looking to evolve their businesses with the anticipation of stepping into a greener future for fleets it is going to be glaringly obvious which of those solutions are able to deliver on that front in an exclusive mission to go and decarbonize the fleet which takes a black eye a lot of the times for being a dirty industry one that is responsible for a lot of greenhouse gas emissions and stepping into an environment for a cleaner future and the sustainability of the fleets I'll talk about that a little bit but they will not and this is the bottom line they will not step into new technology and sacrifice the bottom line thomas healy alludes to this and something that stuck out to me in the wholesome order the wholesome order is great I was familiar with le farge I had heard a wholesome I'm obviously in the shipping business at the ports but this is based in texas so it was interesting enough to me to have it go all the way to the deposits backed by or orders backed by deposits I thought that was a huge step and a huge commitment by a huge company that obviously is a step in the right direction I think you could probably derive a bottom line inference to that as well in that some may suggest that this is just somehow a feudal effort because they don't have the right name I've heard that floated through the youtube community and I will repeat evidently healy on picked the wrong name therefore they're not going to succeed in other words nicola if you say it correctly nicola it just rolls off your tongue and it's just a beautiful thing tesla it rolls off the tongue and it's just beautiful but when you say healy on it's somehow so I don't want to invest in that company because they picked the wrong name you could call it neon green cow patty for all I care because if they deliver on the bottom line rest assured it's not going to matter what their name is okay the only thing that's going to matter is the bottom line to the fleets to the positive and making sure that they do not detract from the bottom line and making sure that they don't have to change business practices so drastically to take on an unacceptable level of risk within their businesses remember these are publicly traded companies a lot of these are fortune 500 companies that have been doing this a long long time and they know that things come and go solutions come and go technology as slow as it's been to develop they've had to fight those opportunities off and scrutinize and yes I believe that fleets are open to the dialogue but they will not sacrifice the bottom line efficiency and that indeed my friends is the bottom line number two fleets are looking for sustainable this is something that I got out of the the wholesome order they're looking to become sustainable and I think we need to talk about what that means they're looking at a reduction okay very very few times have I found the elimination of greenhouse gases in the discussion except for in the youtube community which again seemingly has all the answers and if you just want to tune into a daily upload telling you how you should think one way you just need to think one way and you just need to think one way to see if you say it over and over again people start to actually believe you I think the scary part about it is the more that you say it I think the more you believe it yourself and then it becomes a self-fulfilling prophecy which is incredible I sit on the sidelines and I laugh my ass off I think it's funny as hell you guys know me as a youtuber you sit across from me look dead smack in my eyes and tell me I'm not serious about this it doesn't matter okay the cool and the shitty thing about youtube is it provides a conduit for smart people like myself and morons to come on and share their idiotic opinions with the world what's even more interesting is the sheep just like lambs to the slaughter want to follow those opinions blindly and it's like the more I hear it the more I want to believe it because this person's elegant and has a phenomenal microphone that just elegantly brings the voice through the microphone so elegantly nicola it just rolls off your tongue just so elegantly doesn't it what are we looking for for sustainability what does sustainability means it means that the decisions that are made today have to render results down the line i'll say it again the decisions that are made today have to render results down the line okay they have to be able to meet their bottom dollar tco tco doesn't exist if you can't look at a piece of technology and expect to introduce that into your fleets and get some rigor and worth out of it I earmarked seven years to the minimum and and 10 years to the top side okay evidently there's been some fleet demos with bud wiser uh anheuser bush uh with nicola and I've yet to understand the results of those so if you want to sit here and talk about highly on not sharing any information I think that's an escape to thinking and I think that's a jaded and a convenient position to take when in fact our boy Thomas Healy was across the pond speaking at the global forum for decarbonization and oh by the way he was with agility CEO and if you've had your head in the sand uh for the last couple of years in understanding what agility brings to the table I highly look at how uh look at how big of a player they are in the logistic space okay all right they are partnered with highly on whether or not you want to talk about the thousand hyper truck orders and whether or not it will come to fruition into the future fine and dandy the bottom line is it will or it won't okay but the very fact that they are partnered with highly on is a net positive into the future okay to understand that they've garnered a business relationship amongst many others with some fleets is worth taking note yeah you can take pop shots all all you want that's totally fine again um what I would like to tell you that the bottom line is that neither me nor you nor any of the other financial gurus on youtube their opinions don't matter that's the bottom line doesn't matter we do this to strike up discussion we do this to hopefully further the discussion I think unfortunately we take one step forward we take two steps back all too often because people aren't steadfast with their commitment you can't really look at them and understand that one week they're one way and one week through the next right is it wishy washy well I I don't know I guess see youtube allows for that type of banter to happen right god bless america it's free speech and say what you want all right it's lovely all right it's lovely attempts to control the dialogue as well I I left an interesting comment on one channel that I've provided a lot of shout outs to and I didn't receive one single iota of thumbs up or response back to me now that could be one of two things either the sheep branded more with nick nicola all right is dominating that community and they look at me as a halyan bull other other than that's an enemy i'm an enemy of that community right I say that tongue in cheek because I find it really really ironic how the discussion and the momentum and the tide shift one way to the other when we want to pick our loyal loyalties welcome to the welcome to the team welcome to the community you kid me I don't need to be part of any community I'm my own best advocate I know exactly what I'm doing you want to follow you'll probably profit from it but I didn't receive one single acknowledgement at all and with all due respect I deserve that acknowledgement I do tell me I suck and that you you hate my content so that's number one either that number two is I've been blocked from the channel that is an interesting way of controlling the dialogue you know how many people I've ever blocked from my channel in six years zero all but zero zero people why because I don't fear what other people say I don't fear that my dialogue will somehow chip away what agenda I'm trying to write whatever the hell that means again this is youtube it doesn't matter it doesn't matter all right you're probably just as insignificant now as you were in your life okay and this is somehow your opportunity to come and share your grand revelations with with with an audience that you can dupe into following you nicola it just it's so elegant and so beautiful I just can hardly say it I don't even know what it stands for people shouldn't buy the stock because of the name of the company don't buy the stock because of the name of the company because if that's your shallow application on this company I do not want you with me on this ride you can leave kindly leave all right sustainable want you to think about that think about the happy medium here when you're talking about some of the technologies that are being brought to bear by some of these companies that are taking the leap of the faith that the the round peg fits in their business maybe the nicola product fits maybe the highs on solution fits maybe the highly on solution fits right and they're looking at these as an attempt to achieve sustainability not elimination again sustainability not elimination check the definitions it is the indeed the bottom line in what we're looking to achieve here today number three existing infrastructure it doesn't matter it's no problem okay it doesn't matter it doesn't matter that there's already existing infrastructure it doesn't matter that we've already had five percent validation going on for many many years in c and g doesn't matter okay because that is not a net zero solution it is not elimination of all carbon it is not the demise of the class eight trucking space altogether because they need to go under while there are other pollutative industries out there okay class eight's not it all right we have other countries out there that are doing far more damage to the environment than this bull's-eye that the class eight space has on its back and we're all applauding their efforts in marching toward more of a sustainable future we get that we totally do but to somehow ignore that existing infrastructure exists nowadays to increase that five percent to something that is a little bit more of a dominant player in a huge class eight space that we're looking at is really really irresponsible quite frankly and to suggest somehow that c and g politically is is losing its political edge wow um it comes out the mouth but sometimes i wonder if it should just be coming out the backside instead honestly i don't know what else to say there's just incredible amount that i could say but i want to keep it as above board as i possibly can right nicola just just say it just say it like that it just elegantly rolls off you should buy 100 shares next week and the market opens up because of the stock name super super important man there's a there's history that goes in and people just feel like they own something beautiful when they own nicola they feel like they own something beautiful because of the name of the company the existing infrastructure and some of the pipe dreams that i've heard um i i'd like nicola to announce that they have uh infrastructure that exists that's going to be able to service all these trucks that they're going to put out now they estimate three to five hundred trucks and everybody's jumping for joy everybody's like they've won the race this is incredible we need no fleet validation we're good to go we can just roll it out we're good they have 12 000 miles that's what they have with anheuser bush um that's the bottom line okay oh ryan they're in the fleets right now really where are the results to those see what is fair in love and war is to understand that and i i saw a quote on one of the youtube channels and i'm not going to name names i'm not going to name names anymore um no more free promotion from the independent investor channel the only promotion that's going to be uh rendered on my channel are those companies that i beam uh eligible for promotion and this is one of them i do it free of charge every single week i'm a bull shareholder in the company it's no problem and i do this to bring awareness to the company but um the comment was of interest to me in that somehow nicola was going to magically make 600 miles range whereas now they make 450 and somehow that the technology was going to advance to such a place where now they weren't going to render 450 which is insignificant compared to the hyper truck rx and the prospects and and and the um uh the range that they're able to get out of that it's insignificant it's stupid right oh but they're going to change but we won't be because we want to eliminate uh carbon we don't want to reduce all right we want to eliminate oh and fleets want to do that too that's why come on every single day and pump youtube through to make you understand that the green initiative is the only thing that matters we're not going to have a trucking fleet in 10 years because they've all taken this uh leap dive off of the cliff here uh forces for um uh reducing or excuse me eliminating uh carbon emissions uh and they're going to do so at the expense of their business but oh by the way we're going to clean the environment by by eliminating the class eight space we're going to we're going to go ahead and do that okay but some real pipe dreams um some mobile fueling stations this is what the nicola camp is talking about excuse me this is what the nicola camp is offering right now as far as the solution they're going to actually take mobile fueling sites to the middle of it in in the middle of new mexico and they're going to be available to service their lines does anybody else out there call bullshit ever or is it just me i i know the highly on community is like oh ryan yeah you're the man i'm like i'm not the man i'm just this is what they're this is what they're presenting how is it that they've been able to sit across from industry and provide this as a bottom line efficiency to the to the to the to the um to the overall logistics chain that they run efficiently i might add yeah if you just come with me we'll we'll make you arrange at some point down the future of 600 miles p we don't have it right now but but we'll get there if we build more fueling stations the cost of hydrogen fuel will come down over time mm-hmm believe me buy my product buy my product just believe me that's all you gotta do come with us embark on this journey and we'll have you we'll have you with the complete elimination of the carbon that's ruining our planet for our children into the future by 2070 you're not gonna have a business by 2070 but let's just go ahead and just run run it into the ground now nicola say it with me chant it with me chant it with me this is the business meeting that they're having with the fleets right um i think the fleets are hip to this i hope i'm wrong i actually hope nicola does succeed i i actually do i i just what appalls me no pun intended what appalls me is the lack of attention toward what is supposedly going to be better for the environment all the way around if somebody's going to profess that the technology exists and that we need to explore all options to a better future for our children for tomorrow and all actuality well the the bottom line is these solutions need to be introduced to the rigor of class eight um we need to be having an honest discussion about what the real payload capacity of these vehicles are we need to have a real discussion about the real reduction in carbon scores that these solutions okay i'll put my solution up to any any of them but what is the carbon score if if if nicola beats highly on in a head-to-head what's more efficient what is the bottom line durability i agree with you all of these companies need to be more transparent right now in what they can do i'm scrutinizing highly on i have yet to hear that bottom line projection because i heard it on the uh dooner interview where he talked about pressing uh thomas healy which was a great question on how many units they need to turn out to break even the highly on community always already has that earmarked between four and five thousand units okay irrespective of what it's going to do for the stock price because the stock price will be up but from a business perspective they need to understand that year over year how they're going to meet those bottom line minimums are the oems on board enough okay to to deliver that sustainability for highly on who's looking to provide a solution that is going to help with sustainability into the future these are all fair and valid questions i i totally get it i get it but i spend a lot of my time wasted i might add refuting what it is that i hear on the landscape that's just man alive i wish i could just agree with you i wish i could but it's appalling no pun intended it's appalling come on your soul your your opinion is not that important let it go let it go go do something else with your time for crying out loud go seek out the companionship of a female companion she'll help you waste some of your time in a good way it's all good all right once a week i get to come on and i get to refute and i get to talk about well the stock is up week over week the stock is up month over month check the chart say that like that ryan this has been terrible it's been terrible really over the last month it's been phenomenal i'm happy to be part of this company is it going to go back down to two dollars i don't know may may we have seen the bottom it's a possibility how many people out there entertaining the possibility that this thing will never see two dollars again how many people out there are entertaining the prospects of seeing a four or a five or even a six in front of this stock price and never ever seeing a two again there's a lot of people who have thrown a metal on this thing you may have missed the bottom i hope you have i hope you have you deserve a swift kick in the teeth you really do because your opinions as elegant and as frequent as they are no tat about it putting out 14 videos a day that that is awesome it still does not change the fact that quality over quantity is never is always always the bottom line always quantity over quality never ever works and you should realize that you really should okay because you're not going to change the discussion in so far as changing it for the fleets and their opinions about what solution they choose it's not going to be the influences of the independent investor channel that come on and influence the fleets out there are you freaking crazy this is a small insignificant youtube channel i'm already over myself hell i've been over myself my entire life it's all good i know i'm not perfect okay i know i take a crap just like everybody else okay hey you can't say that on on youtube ryan you can't say that you can't admit to it you've got to you've got to come on and be this beaming light of perfection no i don't um i scoff at the very face of that that's why people come on and they enjoy my message because i throw it the hell out there all right i throw it the hell out there i'm brave enough to tell you the bottom line and i'm brave enough to integrate and make poop part of the lesson all right stay with me it's appalling all right number four the bottom line is the specs the durability and the performance the durability we're a little light on in this industry highs on nicola and highly on we're a little light on this okay we need to get these into the rigors of class 8 space and we're a ways away from this i've continued to impress upon the investing community and patrons to my message that we are in a bridging uh phase here with the company we need to bridge our way to commercialization and in between now and then we are going to have fleet demos and introductions uh into the fleets to see how they uh respond to the rigors of the the class 8 um i used to be a commercial fisherman okay i know how much demand we used to put over diesel engines and i can tell you guys i'm an i'm an f and believer okay you can keep fuel water and air to a diesel engine i used to be a skiff man in alaska which means i was towing with my hair on fire for 20 hours a day on my commons engine and i can swear by it my commons engine i could beat the holy hell out of that engine and it would still keep going rigors okay i don't think the class 8 space is space is any different in putting a huge amount of demand on this new technology and it's going to put it to the test and durability is really going to be the great separator it's going to be one of those real bottom line differentiators between these solutions i want them all to make it really do but when i see pipe dreams coming out well they're just going to do this and they're going to do this and and and nicola has made an addition of the tray that actually floats cargo from point a to point b it believe me it's incredible it's coming they're they're an encrypt they are a company just like everybody else and sooner or later their technology needs to be able to stand up to the rigors of the class 8 space that is the bottom line whether or not they make it or not i hope they do i don't know i don't know they probably will be just fine because of the name of their company nicola it's phenomenal right they'll probably do just fine highly on will have a much harder road to sew no pun intended again because they've chosen the wrong name for the company again i really think that they should have went with neon green cow patty it wouldn't have changed my disposition and investing in the company but i just think it would have been a hell of a lot cooler name like neon green cow patty and you could just say it as elegantly with tesla and nicola they just they demand respect and they demand shareholder activity they really do all right specs they need to be able to deliver bottom line total cost event ownership that is the bottom line okay these fleets are going to look at these solutions just the way wholesome has done and you know the stock popped a little bit i don't know if it was based on the news or i don't know if it was based on the ev space in general getting a little bit of tailwind i'm not sure it's positive news for the company it's not as if i look highly on could come out any time and say wholesome drops orders of order you know deposits they've surrendered their deposits because they don't like the product i've heard nothing but positive with fleets coming in both at the ride and drive event which sold this order i might add and and and fleets interest in in in the existing products especially on the hybrid exide companies love it they love it that's the bottom line so you can continue to put i'd suggest maybe putting out two or three videos a day but the bottom line is fleets love it so continue to yell into a vacuum i guess if that's what you think is is important i'm here to tell you that it's not and i throw myself in that same category it's insignificant if you find that there's interest in my banter and and and talking about all kinds of cool things and hear about me coming on and talking about me taking a dump just like everybody else go ahead and continue to do that i am trying to further the dialogue it's that simple okay and the reality is we are bright bright brand new in this inception to this uh cleaner future we're at the beginning that's going back and forth on it's gonna we're gonna stand up a war god dang it it's us and you and we're gonna we hate these people we hate those people and we hate everybody hell you hate yourself man you hate everybody that you come into contact with anyway because you're an unhappy person anyway all right once you try turning over a new leaf all right take that female persuasion that i suggested man give it a whirl yeah give it a test drive no pun intended give it a test drive see how you like it you might find that you have less time to come on and banter into the youtube vacuum um and you might get some enjoyment out of it other than just always criticizing a company like this that is trying to do good for the future again whether or not they go bankrupt or not i don't know maybe they do maybe they don't have you ever entertained the prospects that uh based on the information at hand that they do just fine do you think that the company is working every day to do a nosedive into the ground and cease to exist is do you think that that's what they're doing every day when they show up to work and work to advance this technology i don't know maybe maybe right maybe you're right maybe maybe people just aren't as proud as this company as they should be because of the name of the company they pick the wrong name okay all right number five the business structure this is going to be a make or break okay this is the great differentiator between looking at a hyzon and a nicola and looking at highly on which i think unfortunately they get linked together um and they're completely different business structures okay highly on needs the oems and it is that very clarification as a shareholder that is the number one question and if the discord group or if there's any patrons in watching this message i know they typically take and share this message as they should it's free advertisement i'm glad to do it thank you very much nobody ever says thank you nobody except a few commenters i do appreciate you guys hell yeah i appreciate you all all the well um but this is this is the key for me is the business structure and how the integration with the oems is critical for highly on it's critical in other words is peter we're built going to volunteer four to five thousand slots so that highly on can at least break even um is there going to be a limit to the amount of build slots that they award uh through the peter belt plant or the oem hubs that have been discussed um i have my doubts i certainly do you want to criticize this company i'm i'm more than capable of drawing up a bear case i've done it before highly on bowls hate it um me i i don't care i don't i'm not looking to banter to you bear or bowl i don't care i'm going to give my opinion and it's going to be the way i feel at the time i'm giving up i could come up with a bear case for highly on all day and again i have done it it is important to discuss both sides of the coin and and this is really um what i want to have clarity on it's been asked on earnings calls past going back a year on the earnings calls where have you talked about the uh cost of production have you caught talked about the backlog of materials that are going to need to be available at the oem hubs are you going to do it in austin i nobody knows this stuff i know it's been said and it's like you're going to build the hyper truck rx kits and then ship it to the oem uh in at the peter bell headquarters was which is still located in texas i i don't know we could probably earn a little bit of clarity and i don't think i don't think thomas healy and the team knows i think they have enough of a framework to understand that those relationships will be there into the future but it's a little bit premature to share uh in those renderings in in the short term i think we will have big announcements in the future on how they're going to meet these but that is the big what if that is it right there okay but the way highly on is going about this is the right way with regard to their business structure the way they're going about this is to augment existing trucks and not to completely replace you see the difference here the difference here is to collaborate with not to completely replace collaborate replace collaborate highly on collaborate nicola completely replace that's the business model that's the bottom line all right place your bets as you see fit okay but i sometimes sit back and i listen to people try to draw up a bowl case for nicola and nicola spends money like it's going out of style and people will combat me and say well look what they've been able to render they're basically their own oem they've thrown up a plant hey look if you throw as much money at any solution to just erect a plant okay you can build anything and that's exactly what's happened now the the verdict is still out as to whether or not these renderings are going to turn into something special whether or not the fleet is just going to fall all over themselves to to to buy nicola because it's fun to say they're just going to roll out and just accept this whole idea of giving up a ton of range that they get right right now currently with diesel and there's no ramification for running diesel right now none right there's the political ramification there's the optics the negative optics of being part of an industry that is um um um soiling the planet right but i i think i think when we're looking at business structure i think it's fair to suggest that the business model that highly and has taken any being business lean in providing what is important on the truck and no more letting peter built do their thing i think eventually is going to play out if i'm wrong i will be wrong okay if people aren't going to change then they still keep the status quo of ordering 45 000 peter built trucks a year and highly on will get zero of those orders what do you think the possibility of that actually happening is with everything that we know right now okay is it because highly on is a bad name for the company so therefore people are going to look at it and go hmm i i don't like this i just i like the solution but i certainly don't like the name of the company okay um nicola i hate the product but i just love the name of the company therefore we're going to go with nicola okay we're going to go with nicola because it's just fun to say just say it it just makes you feel better really does makes you feel better about yourself and makes you feel like you're part of a community that just loves the environment and completely wants to eliminate that that carbon and that that devil fossil fuel is that terrible the bottom line is we're going to continue to run diesel for the next 20 years there's the freaking bottom line you can dispute me all you want diesel's not going away all right anytime we get any type of geopolitical hiccup and it starts to impact our reliance on diesel and fossil fuels and all of the things that come from the derivatives of crude oil people lose their freaking cotton pick and mine boy they lose their minds we are not going away from diesel we are looking to reduce our reliance upon fossil fuels that's what we're looking to do that's the bottom line okay well c and g is dirty ryan you're missing the effin point okay we are looking to reduce we are looking to reduce we are looking to reduce am i the only one on this earth that understands this am i the only one does the stock have to go to 100 before you'll agree with me and it will and people will come into this channel like rogues and they'll be like dude this guy's a spiritual insight and i'll be like no i just looked at what is um what is actually going on in the industry right now this that's what's going on right so it's absolutely critical to understand the business model that you're looking to step into all right number six the sheer reality is the class eight space right now runs on 95 percent diesel i love it i love diesel engines i've explained to you that my diesel engine kept me alive in alaska okay so if you don't think that i'm a foregone uh expert on this topic um i beg to differ i don't just come on and just banter every single day about how awesome diesel is i know i could i could that common's engine i tell you what i beat the ever living hell out of that for four straight years and there were skiff men before me that beat the ever living hell out of that i took care of it i know how to take care of engines you have to take care of them okay but the performance and the durability second to none second to none second to none yeah this is what we're up against we have fleets that have durability proven out decades after decades but they're but they're going to give all that away they're going to give it all the way okay because this youtuber is coming out with multiple videos every day saying look nicola is the way of the future nicola is the way of the future okay we need to really listen to this guy to hell with what we know okay this is only our business okay this individual was a personal counselor but but but but but they know a hell of a lot more about the truck trucking in class eight space than i do we need to go ahead just throw everything that we know about the reliability and the bottom line anticipation of what it takes to support the diesel infrastructure right servicing technicians everything that could be looked at and scrutinized going forward with the integration of these new solutions okay we're going to shit can all that and get rid of it it's all gone it's all gone okay no more diesel okay diesel is synonymous with the devil okay we're going to give it all away it's going away it's going away because the youtube community has decided that diesel is no longer politically correct let me tell you what that is the most farfetched out of touch with reality that i have ever heard it diesel's not going anyway anywhere and as much as you don't want to hear that from me i'm sorry but that's the truth this is the truth this is the truth okay diesel is not going anywhere the bottom line right now is that 95 percent is dominated by diesel what would you suggest fleet to do what would you suggest that they do maintain certain lines that they're running diesel on yeah perhaps earmark those lines that may be eligible they may need an oomph in horsepower double tandem application etc etc where the hybrid ex could work right oh wait a minute just go with nicola because it's fun to say nicola right oh well they can't deliver the horsepower so therefore it's not a viable solution we're looking to provide solutions without sacrificing their business needs wow there's a concept there's a concept that i can get behind to the tune of about 12 000 shares there's a lot of people in the discord that have a heck of a lot bigger position for me i'm just a small fry no big deal um that position makes sense for me and it's an investment of a lifetime for me and it's just that simple never been so bullish on this company's for the bottom line uh elements that i'm sharing with you today uh and it comes right down to questioning how much you think the status quo is going to change and what direction that status quo is going to change into that's it and i just think some of these interesting perspectives that i hear through social media are pipe dreams they are they're pipe dreams i'm not saying that those solutions aren't going to be introduced in the fleet but to suggest somehow that your solution is going to be the end all be all you need to pull head out of backside because it is severely severely lodged up there and i'm just trying i'm trying my best to encourage you i don't know to seek out reality hi real world how are you it's nice to meet you wow i i've been i've had my head up my ass my entire life it's so good to meet you i got reality coming out my freaking ears i come on and i share it with you guys every single week with regard to this topic i mean i share other topics where i do live streams and i talk about other cool stuff in empowering and helping people in their lives this banter between back and forth youtube channels that are both insignificant doesn't matter at all doesn't matter it could be very lucrative it will be for me it will be and then people will be like god dang right this has been amazing god dang it is and nobody's saying that now now's the time to give proper crudos and nobody will say it nobody you want to invest in a company on the ground floor i would suggest you do it at 30 excuse me as at three before it turns to 30 and 90 and 130 okay now's your time you want to do it buy low sell high okay all right most retail investors just bastardize that very bottom philosophy about stock market investing now is the time to scrutinize it it's going back to two i don't care if it goes to two or one or three or six or nine i don't care it doesn't matter it does not matter what i care about is progress with the company as they look to penetrate these bottom line initiatives that i think are should be really the focus of discussion in this specific topic or genre when we're talking about the ev advancement because we're finally making real traction and i think unfortunately the whole back and forth about cng is going away and it's politically uh incorrect and and and diesel is the devil and and and highly on has a has a crappy name um those types of idiotic statements maybe we can do away with that maybe we can look to i don't know collaborate the way that highly on is looking to collaborate but i don't know maybe the objectives is to replace all existing youtube channels out there and just be the dominant king of youtube good good on you for that i totally wish you all the best in that um that is a noble a noble aspiration be the king of youtube and lead a bunch of morons that uh seemingly want to follow you at every turn that's that's lovely um the independent investor channel actually tries to teach you to think on your own yeah i don't know here's a noble idea think on your own right don't listen to people on youtube i'm the only youtuber out there that says hey don't watch me if you don't like me don't subscribe to my channel and if you want to hit the thumbs down button go ahead be my guest doesn't matter youtube doesn't pay me to hit either one doesn't matter hit what you want all right number seven bottom line that's going to drive this thing is sales sales and if you haven't paid attention to the emboldening of the sales book the order book from highly on i would suggest that you pay attention because it's changing and it's morphing every single week it is changing for the battle better slowly and i think we're early on in the game i i said you know it's interesting that we're getting these um that based on a ride and drive experience that these companies had enough to place tens of thousands of of dollars of orders to secure these uh order slots and to queue them up even in advance of the innovation council i think it's great provides the the pressure on the innovation council i don't know what the council is doing if we can sleep in ruan where are they in this whole thing uh green path logistics they're my favorite they kick ass they're like yeah we're going all highly on we're good yeah where's the other innovation council members where's weigmans hell they were the first one we drove all the way up to new york to provide it to weigmans hello weigmans wake up kick them off put somebody else in there put a help put wholesome on the innovation council hell keep weigman put them in the penalty box i don't care expand the innovation council the 20 members because you got you got folks private companies like datmar that provides more salute solution to highly on than an hyzer bush at this point let's get going and i think it's great these orders come through it's like well those build slots are at a premium so if the if the innovation council wants to continue to sleep which again they've done for many many decades they have convenience to do so right they'll just continue and they'll miss out it's great creating that back back pressure eventually they're going to have to come over the top and be like you know what these guys are they're scrambling to change their fleet they get to fly the flag of green and we're going to be left out in the cold because there's not going to be enough build slots for us to to to take advantage of this solution going forward we need to get on board or get the hell out of the way i think it's great and i think those dams will break into the future i'm going to be on this sideline again uh drinking my rum punch i'm good i'm good and i'll be nicely applauding i don't know maybe i'll come out with daily uploads to to toot my own horn and say how awesome of an investor i and you guys are i don't know we'll see we'll see sales sales are going to be the um the key to the bottom line integration we can talk all day okay but sales need to continue to be they need to continue to gain and garner sales against their order book whether or not that be order backed orders backed by deposits or reservation orders that are binding a commercial deal okay they they need to continue to do that okay am i satisfied with the accelerated pace no i'm not and people will be like you're impatient ryan you expect this and then oh there's a retail investors man all they want you to do is sell well let me tell you sales is going to be what uh makes it or breaks it for the company um tell me i'm wrong tell me i'm wrong well you need to wait you might be right there okay this might turn out 2024 2025 26 whatever it is before we hit that uh break even critical mass break even critical mass 4000 5000 units we're talking about a $75 stock here okay we're not talking about a $3 stock we're talking about a stock that's turning out some massive top-end revenues okay and i don't think they have to do a lot to garner that 140 to 155 burn rate i think that will gradually increase over time but i think so will the so will their top-end revenues i believe they will and their path to profitability because they do run such a long a lean business model i think will be of interest to me there's going to be some huge catalyst down the line going global that's going to be the big one that's where i think the share float will be released that's where i think that capital funding raise once the share float uh is more attractive to be released uh at that you know 50 they could go ahead and release and and dilute the share float and and and earn that capital will capital by sharing those locked up shares to the marketplace uh and gaining that funding into the company and that way it could help with their global commercialization efforts but that's down the line we've got some work to do to get to that break even critical mass and we'll get there inevitably we'll get there i believe wholeheartedly that we will otherwise this whole project is for not that is the bottom line whether or not you'd like it or not okay is sales and sales is something that we have to as a community intimately keep our eyes on celebrate these small wins when they come but it's the domino effect it's not necessarily the 10 orders that came through from wholesome it's the exposure and the trickle down effect to what happens when wholesome takes delivery of these units and and um it's everything that they expect it to be it's everything that they experienced at the ride and drive it delivers on the bottom line total cost of ownership it allows them to haul more uh um payload what happens then well then the word of mouth gets out through industry and it's like look man you need to take a second look at this company it's incredible uh they have a really really difficult name to say uh but their product actually works that indeed is the bottom line all right um number eight uh the bottom line industry will drive innovation for it that is key um through the fleet integration that is scheduled and the fleet demos this can be great um again i'm going to be on the sideline with my rum punch etc etc you guys know the drill watching to see how the fleets respond to it what type of rigor they put the hyper truck erx into with their fleet demo units um and and and what comes of it i think it's going to be great what the drivers say how the technology responds how the truck itself responds okay and i think sometimes this highly on opportunity gets over complicated in that what we're trying to do here is move goods from point a to point b more efficiently more effectively and in a way that is better for the earth that's it can they do it well it's going to be through the fleet demos that actually drive that and if they actually do pull this off which i believe that they will i believe that we've been provided uh no uh no um reason to believe that they won't you're going to talk about a bottom line benefit to the company and to the stock into the future it's going to be awesome all right um number nine results will drive the stock price so very very important to understand that right now the company is stuck in a little bit of a hangover period from the SPAC area i think unfortunately it's really it's really um it's synced up i think with the nicola and the hyzon stock action from day to day i think it needs to decouple from that action so if highly on goes on a run of fleet integration positive feedback certification etc these are not pipe dreams these are inevitable milestones down the line that just need to be checked off of the the roadmap these are real these aren't i'm not making this up okay these are real and when they happen it's going to be that one step closer to um that um that opportunity to realize that those results that we know are possible out there to not only um reduce our dependence on fossil fuels i get it it's our very dependency on fossil fuel that unfortunately renders that um that carbon emission score that we're looking to reduce not eliminate reduce okay so super important there i feel like results will drive the stock price and we're a little bit premature of realizing those results i'd love to get some results from hyzon um nicola what is the payload what is the maximum range under payload what is the total cost of of of fueling or the hydrogen over the course of those said routes i've i've seen none of that okay i've seen none of it and in all fairness i've really seen none of it for highly on except for to realize that those fuels actually exist so if they can meet those specs then we can infer that they can meet those specifications because the fuel is actually available uh through use of the solution all right and number 10 we'll wrap up the video here it's been kind of a spirited debate this will be fun to watch on the remake um i sold out on this one this is good this is usually when i'm at best i i don't mean to be pointed with my message uh at one specific individual but i think i don't really i don't understand uh when i'm away from youtube i'm doing cool things away from youtube when i come onto youtube and i see that kind of thing makes me kind of feel bad man it's like it's like somebody's consumed by this this thing and it's like man get over yourself it's your opinion man is just your opinion it's okay um and but when you start to mix fact with with fiction it's just insane right and we certainly don't want to buy into this idea that because you continually you know put out content all the time sometimes multiple pieces of content per day that it makes you more right i think in some capacities you're trying to prove to yourself that you're right and i think people see through that or at least i hope they do i really do but number 10 the industry must change and it will change and the things that will drive that change is the incentive and the mandates all right this is key this is going to be key to see how the uh the uh f the fuel credits uh and the incentives and the mandates on both the oems and the fleets play out in that i think highly on could stand on its own on its own merit and sit across the table and say we can provide you bottom line tco based on durability performance uh and anticipated payload increase uh and the ability to go green through electrification we can do all of it okay and we'll save you money over the long term you're going to have some initial upfront cost for the technology right think about the benefit that you're going to get out of that think about the driver experience that you're going to be able to enjoy from the onset and then that unit becomes more available uh or valuable over time as you run the unit the more miles that you're able to run on this unit the better off that you'll be and i think an interesting catalyst and i'm going to throw this out there if you guys are with me only the would be subscribers to the message and the highly on investors are with me this deep into the video most people turn off after five minutes and i'm cool with that good riddance um what if what if highly on's able to uh work at this high level for 10 years what if the technology is is so good that it can work under the demands of class eight rigor um it can haul more cargo and it's so reliable that it could work for 10 years plus whereas the average lifespan of a diesel truck i don't know what it is and if you guys do i'd like to hear that in the comments section so hit the head when we're looking at the life expectancy of a diesel truck and cost of maintenance over that time frame right has to be factored in and in all fairness the lifespan of the highly on product and the cost of maintenance that exists between those two it would be interesting to know what the top end lifespan of a highly on product could be is it possible that it could actually go beyond 10 years and actually haul our freight from point a to point b um longer than the diesel trucks that we've learned to rely on for the previous few decades from the devil fuel i don't know just a rhetorical question i'll throw out there and we'll know that in due time whether or not as technology improves they're able to really realize that um uh lifespan enjoyment uh in in in increase to what they're getting out of the diesel fleets right now but uh they're gonna be interesting to see how these incentives and mandates drive the fleet these deposits that have gone down on the hyper truck rx's will they be supplemented at the state level and federal level with mandates and incentive programs to help these companies go green everybody understands that there is a real tailwind behind this initiative and i think as the pieces start to fall into place i think instead of looking at these solutions as being uh poorly named or they're going to be going to the wayside because somehow c and g is going to cease to exist or i don't know the devil fuel is going away i'm not really sure but instead of talking along those lines perhaps maybe talk along the lines that they may stand to benefit from this wave of a momentum and this push toward a greener future and in all sincerity i believe that all of these technologies in their specific niches will have a place to play uh in the evolution of reducing and i do footstomp reducing not eliminating our reliance upon fossil fuels and looking to decarbonize the fleets as we look to roll out these solutions within the fleets guys thank you so much for tuning in to the message i appreciate it in all actuality you can hit the subscribe button and hit the thumbs up button it does help the channel immensely more importantly you want to leave your comments at the bottom if i've generated some dialogue some thought uh for you guys great um leave the comments at the bottom i enjoy reviewing on these every sunday we will continue to footstomp the message here as i believe we are in the beginning stages of one of the greatest wealth building opportunities that we will ever see in our lifetime mark my word and we're going to continue to footstomp this at the time where it is the most important to footstomp it and that is right now at the ground level at the very beginning stages of what this company is looking to do over the long term guys thank you so much for tuning in to the message and good luck in your investment future