 How to welcome everybody back to the channel here seems to be the theme of the week to roll out of highly on video What seems to make sense to me right now? You'll evolve in your stock market application over over the time and and your application will will change It will evolve and it will become more mature. I guess as you learn to Deploy different levels of application In your investing thesis But I think there's a lot of people myself included as well to provide as updated of information Been a couple updates this week worth noting So I do want to roll those out But before we get started, I do want to go ahead and jump in I'll disclose my position to you guys I've been a little bit hesitant to do that just based on the previous few months of action Like a falling knife and I didn't want my message to be misconstrued in that an uneducated uneducated and ill-prepared investor may take my information and And deploy capital on what what has been kind of a falling knife really and and so I've been hesitant in doing that I think here basing here were do for our quadruple retest of the lows here Which sometimes that happens, but I'm fairly confident to know that as we move up from these levels It will be safe to disclose what I'm thinking with my current position and where we are Why I'll dissolve away one of my strategies Which has been collecting some Cash-secured put premium over the last couple months. I've done very very well with that Had a couple contracts put to me I've had about oh At least a half a dozen or so that expired worthless, which was great I was able to collect the premium on those so, you know I appreciate you guys tuning in with me on a Sunday for a cup of Joe and talk about some highly on So I do want to jump in here kind of explain and there was a few Restrictions within the account. So what I'll do is I'll share this fire screenshot when I edit this video out So I'm kicking over and actually walking through what will be the screen shot to start here with the taxable brokerage account to this was Something that I started simultaneously So you'll see on the bottom end where I started accumulating shares Again for the second time you guys remember I did liquidate the position at 26 and I find it ironic how people come on and they're like well If you were bullish on the company, why did you sell out of the company? I I failed to see the comparison in that that was the decision that I made This this game is about money and you're gonna be wrong and you're gonna be right sometimes But second guessing yourself on a decision that you've made on what I considered to be Entering into a fairly dark period with for the stock and it has been it's been a dark period for the stock as they've Done a lot of things to build toward that production But it's very very clear to me that this company's not gonna get due credit until they start to turn back some some profit and All of this fair and in love and war that is a fairly Common place expectation of a company not equally distributed across companies as criteria sometimes to get some movement in the stock price, but highly on is being run through the rigor as far as making sure that You know that that earnings are on the horizon and then then they'll be given due credit for that When those orders start to come in but this is a accumulated historical Going back since November of 2020 here. You can see Basically an average of about 200 as much as you know for the majority these blocks 100 share blocks very very simple and very very clean But when you can see here the accumulation phase started at about 19 dollars and seven cents in this particular account And as we've digressed down We've really just kind of caught the egg as we've thrown it up in the air And I use the analogy trying to catch that egg as softly as you can as it comes down without breaking the egg But you can see here a few injects but below 10 My my average cost basis right now on an aggregate here So you guys don't have to do the math is about 12 dollars and 40 cents So that's just where we are some are better than that Summer are well north of that and that's fine You know the the ones that are holding the bag a little bit more heavy on highly on I would just say that It's just going to take more time to counterbalance The deep hole that's been dug here that that's all and and you know if it's money that's needed then then those deliberations should have occurred before entering into a stock like this in the first place, but This is of interest to Any investor out there that will understand how I've deployed capital over the time Since November here buying at 19 and then as the stock has come down You know 1193 some buys here in the the 12s the 14 15 12 13 11 Right, so it in in every single dollar increment as we've digressed down and this is the recent purchase here as early as Well these were shares assigned on a cash secured put so I got put 500 at a cost basis of 11 So we missed out a little bit on that being put those shares. I wrote that contract a little too aggressively and that's fine The same day I bought 500 shares the day before Actually, this was the same day expiry the same day and I bought the shares the day before I knew these were going to get put to me I had no problem with that and then two days before that at 9 57 So here we are the stock is trading about around the same amount that were Discussing at the time of this video and I thought that's why I thought it timely to put this out because I I do Appreciate the highly on coverage across the YouTube community. I think sometimes what it misses is just a regurgitation of News that comes to a head. It seems like weekly now with the company That's gonna change But I want to see something a little bit more granular that can maybe help those Bag holders out there that do hold this company and maybe losing a little bit of conviction Maybe get a little bit frustrated with the stock action and price as of now and maybe I can put some people at ease a little bit in understanding that You know, I'm down a little bit in the position anyway a little bit relatively speaking as far as I'm concerned I've already Double-dipped on this stock down into some deep deep water. I don't consider this deep deep deep water I've taken stocks into much deeper stocks water than this And come out of it a winner and that's really the pedigree where you know very very few are willing to venture in stock market Investing is is probably where the greatest amount of profits are gonna be had to be honest with you and You can see here the total losses range from as much as 50 percent here on this small 200 share block Right and and as little as a couple percent here on some of these recent buys I'm actually up here because I got a good entry here at 930 on the most recent shares I bought at 500 and and as the stock starts to appreciate in value then each of these small entities or blocks of shareholds Will increase in value and we'll get these percentages to turn back to the black And that's just the deliberation that needs to happen as we move down to my account my personal account this is a little less of Of an indication of how many buys I've made and this is a little bit different I want to differentiate between the account that we just covered which is a taxable brokerage account Which I have the freedom to put money in at any time. This is a little different I'm a little bit more careful. I do try to balance the The highly on risk that we're taking within the portfolio by leveraging in strategic blocks of share Which is indicated here one two three four five six seven eight nine ten eleven twelve thirteen injects Just in this portfolio alone or just in this account So you can kind of see here buys from 20 here on this 300 share block And that was probably an ill advised by you know It's easy to second guess now and I certainly will have people that are second guessing The decisions that I'm disclosing to you now, that's totally fine I put these out to strike up discussion On highly on and then and then some of my most recent buys here I'm I'm actually up in this position, which is ironic, you know, there was a stock buy There's a 818 entry. She's I didn't even remember the stock getting down that low But there's a nice 200 share block From back in April of this year that got down to 818 Right. So pretty small investment to 200 shares is actually up $230 so yay I'm up 15% in that one small block and and I say that this is kind of a you know Kind of a funny poke fun at the stock a little bit But you know, I do look at each one of these as as standalone entities when you look at the stock Share bulk and and I'll disclose that to you guys as well after we do these individual accounts You know, it's it's it's important to to really understand the granular nature of how I look at these I'm looking to accumulate share base in the company I'm not I'm not looking to justify My share base in the company based on my day to day monitoring of the stock price And I really hope that resonates with people a day. It's it's irrelevant at this point I've said this many many times and there's haters of the stock and there's lovers of this stock I just think either way it's not going to be the nature of how much hate We put into this or how much love we put into this the stock is going to do what the stock is going to do Sometimes disconnected from what the company is doing and other times lockstep aligned with what the company is doing And I think once there's some projected numbers on the books and we start to get a little bit of historical precedence Surrounding this company. I think it's it's really going to start to fall in line with a little bit more predictability The the technical and fundamental analysis that we're able to do on this Will be by nature of the fact that we have some level of precedence to apply to the company and Finally, we'll cruise down to the other account here This is the the second Roth IRA account. So I own these in a big capacity in three accounts Okay, so this is one two three four five six seven eight nine ten eleven twelve thirteen fourteen fifteen so a couple more blocks of buys within this account here and This is same strategy a couple hundred share blocks as many as three hundred at a time You can see here. This is a three hundred share buy at eight fifty three Which was obviously a nice nice inject into the companies I mean I could sell 300 shares right now and actually Render these profits now. Obviously, it'll be first in first out shares, right? It's going to take it off of the bulk of the position. That's fine But I'm actually up here ten percent of these in these shares that were bought here rock bottom Okay, here's one that at nine dollars. I'm obviously up just up fractionally in that Here's another hundred share buy at eight nineteen, right? So Yeah, I don't want to Portray that it's a buy the stock until you eventually get it right What I want this to be perceived as is a long term almost going on a year accumulation of a base position in a company that I have conviction on yes and also How I've gone about I've gone about doing this I didn't take 25 grand and dump it on the stock You know if the odds Are any indication of of how difficult this company has been to to per se catch the bottom? You can you can discern from the multiple Injects that I have demonstrated to you guys through through this video that that would have been impossible to do, right? what I'm Displaying to you guys as possible for anybody to do take a Discipline strategic, you know, basing Position, you know buy on the down days every single one of these buys probably came on a down day And really where some of these shares were you know up in the 20 range 300 you can kind of see here as the prices come back on us a little bit That we've been able to accumulate a nice position in the shares and then finally The actual position in the company Let me demonstrate for you guys here I've just put a snapshot on here and I wanted to be as careful as I could and also was revealing as I could I I think There's a lot of people that'll appreciate this. This is this is real money. This is real This is my position right now sitting on 9,450 shares There's a few people in the community here that represent a significantly larger position than this I want to put this into context For a retail investor, this is an enormous position quite frankly if I was going to disclose to you guys this Probably a little outside of my risk tolerance However, the buffer and the mitigating factor in highly on is in fact the due diligence that I've done and the conviction that I have in This company that over the longer term This company will really provide some incredible rewards for shareholders that got in When when the share price was where it is now So there's the total position here. I'm not going to spend time during this video getting into the Contracts that I have I will just disclose that I do have 20 leaps contracts both at the 10 and 1250 Strikes for 2023 so you guys that are options folks. I do have those I did enter back into another couple put premium blocks as well And they're pretty aggressively written if those get put to me up. I'll be surprised. I really will but nonetheless I'll buy the shares. I have no problem with that Lots of pay dirt set aside And lots to money to work here, obviously at the time of this video here at about 88,000 That really at this point is kind of irrelevant. I'm much more interested in the 9,450. So, you know for you guys that are Working on 500 a thousand share positions that those are big positions, no doubt And I want to make sure that you guys understand fully Now that for a retail investor that can make a huge difference in your life huge financial boost to the bottom line Really give you a nice boost in the company So I hope you guys have enjoyed working in through the accounts with me and and actually understanding My position my conviction through the bullish position that I've just disclosed to you guys I do want to talk about a couple things that have rolled out of the FEV news is a huge and You know, it's interesting to me covering highly on how much positive news has come through on the company I think they're firing on all cylinders. I think the news has just been fantastic. I just cannot Discredit the move here by signing a binding agreement with FEV. They are going to help them On the logistics side Fine-tune these products that they're looking to roll out mass scale by nature of their Expansion of their plant. This is a German based company But they are domiciled here in Auburn Mills Auburn Hills, Michigan my old stomping grounds So kind of exciting stuff in in that they're looking to Really perfect that product before they roll it out mass scale and you just you cannot Appreciate the level of granular detail down to the last bolt down to the last torque spec and down to the last Standard across the board lots lots of standards that need to be met the engineering standards of the electrical standards and making sure that the products and the procedures And that's the key really is if we're going to ramp up to mass scale The that the procedures are scrutinized to understand that the workers have a very very Very solidified best work practice in place before they start to put some of these procedures to work To ramp up production because if you have one kink in the armor one kink in the production Of said products you're gonna have a problem an FEV from what I understand if you look at the board of directors of these folks It's pretty impressive. I can't pronounce a lot of their last names, but a lot of doctors Lots of engineers a lot of think tanks man, and and I'm not one of them I'm not the smartest guy out there You know when you invest in these companies you really are investing in some of the Intellectual property you're investing in the perfection and application and and the the the the patents that have already been issued They've got a phenomenal idea now. They need to take this idea They need to perfect it and they need to make sure that they can ramp up their large-scale Operation going forward and I think the partnership FEV if you guys are not part of my Facebook group You guys need to join the Facebook group the The code word to get into the group is empowered Okay I would suggest that you do the quick tutorial and agree that you're not going to spam the group but jump in there because I share those Articles as they come out. I've been kind of on a trip the last couple months Just sharing highly on videos in the Facebook group or highly on articles that come out Because I think those good articles when they when they come out in the stock again gets gets no credit I'm in a Very interesting phase here in that we're building up pressure behind the dam And I think as long as they keep on coming out with positive information I don't need that Substantiation in the stock right now because it'll eventually come when you least expect it That's just how the stock market works if you expect certain results on a certain date or a certain time You will most likely be Disappointed okay, so the the idea here for those folks that have been with me for this video And they've reviewed my position and they've understood my mental Patience with with this which I'm not a patient guy So it's amazing to me having to deploy an attribute that will be absolutely necessary To render the maximum profits on this highly on position that there there's no doubt in my mind No doubt the only way that you're going to realize this is not to be trading in and out of the stock and that is an absolute No-go if you don't want to invest in the company, please tell me why I'd love to strike up a discussion in the in the In the thread here in the comment section about What what you're seeing? Because I'm not I'm not seeing a whole lot my conviction runs fairly deep on the bullish side But I'm always open to engage in a smart bear Conversation that is a smart Conversation on on what the bulls of this company could be missing in way of their future prospects going forward now The last thing I will mention is the most recent SEC submission with regard to some clarification on their pre-order posture as a company and and I found this to be Quite frankly, I read it the first time I was alarmed and and my first instinct was oh my goodness This this might not be good now. I've had some discussions behind the scene on this interpretive and The way I look at this is is very simple And I've changed my my thought process on why highly on it has done this and I this is my personal opinion Okay And and I know there's some people that say well, does this mean that agility can cancel their thousand truck pre-order? The answer is yes. The answer is yes, they can okay, and I've always kind of interpreted based on different elements of What I've been able to glean from publicly disseminated information on what those pre-orders meant I've seen the word binding, you know, whether or not there was a penalty attached with whether or not the company would Renig on their pre-order to highly on And I've had time to interpret the SEC submission and here's my consensus on it The news is bullish and here's why the news is bullish because I Think there's a few things that if you read between the lines on the submission. I think you can extrapolate that There is so much interest in the product That they don't want to see people that are very interested in the product Being punished by nature of their place in line Okay, so you have to figure that they don't have the production capability to scale up to thousands and thousands of orders Okay, will they yes. Yes, they're building out that they're doing the quality control mechanism Right now, which makes perfect sense to me. I'm an ISO 9000 certified So I'm a big procedure guy. Okay, if you have a kink in the procedure, you could be turning out thousands of units erroneously if you don't have those proper checks and balances in place on the onset to Quantify those procedures for when your product comes off the end of the line And it goes to what I hope to be a hot test at the end of the line that the product it has a Very very defined procedure to get to that hot hot test and that the hot test renders a predictable result Okay, in that they know Down to the science what type of fuel economy that they're going to get out of the product How long is there any degradation of the product when it gets put into real life application? What is the maintenance protocol of said products etc all those questions will be answered In the future, but you have to have a defined process in place to be able to to answer those questions So back to my point about the sec submission. I think that By highly on coming out and saying that there will be no penalty. There will be no Penalty for cancellation. There will be nothing if you put a preorder in with highly on that will be honored In the time that is necessary and needed to get to that specific order Now dare I say this does mean a first come first serve basis And we have to go to multiple interviews across the social media landscape to pull this information And determine that there might be a groundswell of interest in this product That we do not know of alluded to yes by the most current Interviews that are turned out by thomas healy where he talks about The interest in the hyper truck erx innovation council He talked about there being more players in the industry that were really really hungry for the solution and wanted to be part of the solution wanted to be part of the Techno technology refinement process and that's where the tin Um innovation council members will play a critical part in basically writing the technology for highly on right I've completely changed my mindset in thinking that highly on has to get on the phone and sell people on this product I'm so removed of that very elementary opinion on highly on I think we're so far advanced to that and I will ask thomas healy about this if he comes on quite quite simply could you have anticipated the acceptance by big industry in in in the way that you've declared through interviews that um Could you have could you have forecasted that in other words? It doesn't sound like it's yes Now the bottom line details have to be there like the cost savings the integration off of the oem It all has to make sense. Okay the the industry is not going to stretch Beyond a point where they're taking a chance everything has to be Um, justifiable in the numbers on the bottom before they're even going to commit to that I think all that's done. I think that courtship is behind us I think the innovation council It is in fact indicative of that courtship being completed and now we're moving on to a multi-phase fev partnership Right erx innovation council demo units being rolled out so the the the product itself can be rolled down the road Simultaneously while the agreement between highly on an fev take hold Okay, and they can start to integrate these process improvements On the fly real time data comes back. You have a catcher that that's able to take said information remember that highly on is also a technology company and that this data is retainable and You can act upon said data that's being collected in the cloud fev is going to help with that right and that those data points can be submitted On schedule with the innovation council as they sit across the round table and start to identify Action items to take and just streamline and start to knock boom boom boom boom Each of these action items off as the highly on product starts to ramp up toward mass production, right? It's going to be amazing because the innovation council is going to be the beneficiary of being around the round table That can be Really in the trenches, right in the granular details of how they're looking to to turn out this this product and who's going to be more more apt to Really substantiate the product for their own fleets Then the fleets themselves in other words these members of the innovation council that represent this hundred thousand tractor trailer fleet, right? They're going to know exactly Where the status quo is when they start the innovation council and where potentially This product is going to be as far as the perfect fine-tuned product When and how they end up scaling up and and taking receipt of those larger orders I think thousand truck orders are going to be commonplace, right? But they're not going to be commonplace until they understand that one the process improvements are integrated That the mass scale capacity is there. It's going to take some time to get that Plant capacity up to where they think that they can get it now. Remember the oems play a big part in this, okay? Don't don't envision highly on as being a one hub one stop shop for the integration of the hyper truck erx It doesn't work that way, okay The oems specifically the oem hubs play the biggest part in using strategic locations around the us This is the element of highly on of that speaks to my conviction is the Existing infrastructure that's already there. Okay I that one of the most telling examples that I just heard on a recent interview with thomas healy He talked about one of the one of the toughest things to negotiate is actually truckers hitting deer on the road That knocks a bumper off. Okay. Now. What do you do? Is it just as easy as bolting the bumper back on? No, that has to go to a repair facility Whether it be with peter built or whether it be with volvo whether whether it be with any of the others freight liner It has to go to an authorized repair facility for something as small as a bumper Right highly on has already integrated with those Networks, okay, so we talk fueling fueling fueling all the time which highly on has access to Right, but we forget sometimes that trucks just don't go out on the road and operate hunky dory all the time It's those contingencies that I believe that highly on is the most prepared to meet the demands and rigors of trucking Right Then than any other company and and no other company is being held to that scrutiny right now Whereas if some of these injects start to come in on the actual demo side of the house It's going to be say hey, we've got an inject here How quickly did we respond to said inject and how quickly were we able to get that truck Back out on the road and incur the least amount of downtime When that inject happened and they will they will happen. It's it's um It's naive to think that they won't happen And I think the individuals in industry to to best Satisfy that expected need is industry themselves. So good on highly on for actually partnering with Industry rather than trying to Invent a whole nother industry out of thin air guys. I appreciate you tuning in a little shorter this time on my highly on video We stayed around 30 minutes this time, but if you do enjoy the information, we'll be closely monitoring the august Report is coming up august 11. They do report if you're interested in that you got to go over to highly on dot com You got to register for the conference call. I'm already registered. I will not roll that out through the independent investor channel I think you could just as easily plug yourself into that. That's totally fine We do have a request in to still have tomasili on the channel as a guest look forward to that It's an open door policy. I have no problem I will be a shareholder in this company next week as well as next year So my conviction remains the same and I would expect that these videos are rolled out to maybe help solidify yours Okay, right now every highly on investor in the stock has been wrong Okay, but we don't substantiate our position in stock market investing and investing in a good company with Prospects that that highly on does in the short term We don't quantify it that way stock market investing does not work that way And I know people want to do that they want to try to Play on your emotions in the short term and even the medium term Right by saying that the stock has gone down or even when the stock goes up. Hey, you're missing the boat I I think it's going to be neither of those cases that win over the long term I gave you the key to that success during the course of this video And that is just to buy the stock and hold the thing for the long term guys Subscribe to the channel share the message with those Highly on folks out there that you know are interested in the in the in the company And leave your comments at the bottom. I do enjoy commenting back on these videos. They strike up a fantastic conversation And just appreciate you guys being with me and supporting the message for what is longer than a normal video So I appreciate you guys And appreciate you guys staying with me for the totality of the video. Good luck in your investment future