 Fantastic, guys. Welcome back to the Independent Investor Channel. All important weekly update. None more important than this here, again, with our undeniable triple bounce. Again, we've done this multiple times. Stock is in freefall. Well, let's be real. And it's going to be interesting to see the action next week. We're still a couple of weeks removed of earnings coming up, I believe, on May 9th. And your stock is trading against zero market value right now, which is a head scratcher. There's no doubt about it with the potential that this company has. It's as if this company wants to do harm. And I see no greater opportunity in the stock market than with highly on holdings right here. It's the one of a couple stocks that I would look to increase positions here. No doubt about it. Anything under $10, I believe right here is a steal. I believe this company does everything that they're supposed to do. They've grown the company now, hiring is up over 200. Company vision is absolutely right in line with where I want to be to address the carbon emissions profiles of our trucking fleets. And they are searching drastically for a solution. They don't have time. They're going to leave it up to others like Hylian and Nikola and Heizen and Tesla and those of the like that are going to be able to sit across from industry and deliver a bottom line. Total cost of ownership, this is something that is very, very important here as we monitor the Hylian opportunity going forward, making sure that we're going to be able to come to some sort of realization of mass scale and integration. We are not there. Certain things need to happen prior to that mark. But when I continue to footstomp the message here, first things first, let's get some housekeeping out of the way. I want to thank the devotee community. There's been some kind words said about me over on Twitter for you guys that want to know my honest opinion. I hate Twitter. I think it's the dumbest thing ever. Waste of my freaking time to be honest with you. I'm a few beers deep in this Hylian, so I've been spending most of my afternoon on the beach for some much needed R&R. I bust my ass, guys. Outside of working very, very hard on a 17-year service career and a head coach for my son, as well as producing very frequent YouTube content, I'm a very busy guy, as well as being in the gym at five o'clock in the morning for seven days a week. Please understand this is something that I absolutely feel like is critical, but for the kind words that have been said through the Twitter feed, somebody responded to me and had some words for me with regard to my criticism of Hylian. I don't care. I'm a lone voice on YouTube, and if anybody thinks that I haven't done my fair share in advocating for this company, do they deserve it? No, no, they don't. They don't deserve it. They came to public markets too early. They sure did. I was under a way different impression that they were at least further along on the product cycle than what they led on. I believe that they used an agility order to create a lot of hype, and where is that agility order now? It's fallen on deaf ears, and I think for a lot of the bulls out there, I think they don't like it when I speak along the bearish thesis, so I tend to keep that a little bit to a minimum. Why? Because that does not speak to my bullish thesis on Hylian Holdings. It doesn't speak to it, and my 12,100 shares, I have not added to my shares. I'm closely monitoring this right now. I'm looking at selling some premium against the $3 puts, and maybe even just buying some shares out right here. Strategically, I've got one more account to fill out. I've got about 6,000 shares in one account, and about 4,000 in another. 2,000 is in the brokerage account, so I'd like to fill that out a little bit, because if this thing does go where I know it's going to go eventually, I mean, I just need to wait it out and play the game right now. The stocks get raped. It's just that simple. Pretty typical where we look at a company like Tesla that's trading at 212 times for returnings, and you guys crawl all over themselves to buy that stock. It's just idiotic, stupid. So is the stock market, quite frankly. I mean, people don't even know what they're doing, and they're making money. People like myself who absolutely know what they're doing, and can earmark value. I've got people coming on, and they're telling me how I've got all the wrong reasons for looking at this company and the opportunity that exists therein. The time will tell. You could be right. You could be wrong. It certainly doesn't mean I'm a bad or a good investor. It just means that this company is firing on all the right cylinders. It's looking at an addressable market here that is absolutely worth going after, and again, it's as if Hylian is being priced as if they're going to go and cause damage to the world as we know it. It's as if somebody does not want to see this company succeed. Somebody else is going to come and do the same thing. Really, Hylian's doing it. Hylian's doing it just fine. They're looking to integrate with the OEMs. My question is, how devote are the OEMs to partnering with Hylian? Is it going to take Hylian just becoming its own OEM to get the point across? Is it going to take them, reverse engineering, and making their own e-axle to put into their own product? Is it meant stepping forward and just saying, look, we're just going to do this on our own? Now, I don't know. I think Hylian has done what they've done for good reason. I think reinventing the wheel at this point. OEMs, you guys got to understand, there are decades, decades of learnings that go into the big five OEMs. We're talking about Mac. We're talking about Freightliner, which is the largest. We're talking about Peterbilt, which Hylian is partnered with as well as Volvo Penta and International and a couple of others. I'm sorry if I'm forgetting a couple. And those conglomerates own multiple of those OEMs. I think PACCAR is in the mix there to own a couple of those OEMs. I'm pulling off a memory, guys, here. And it's a very elite crowd. It's just that simple. And if Hylian is as devote with both Peterbilt and I believe they own one other, I can't remember. I don't believe it is Mac. I believe it's one other that PACCAR owns both with Peterbilt and another OEM. And then, of course, Freightliner, which is up close to 75,000 units per year. It's insane. Peterbilt just over 40,000 units per year. The question becomes, and this is a question that I was kind of being an asshole on Twitter. I really was because I'm pissed off. I don't understand why. I'm a 17-year military service guy. If you can't give a guy like myself the nod, it pisses a guy like me off. And I've given every indication. I gave a very, very nice introduction to myself, my family, through investor relations, to Thomas Healy, through the old investor relations regime that's been shit-canned since then. And it seems like my solicitations are being felt on deaf ears. No problem. I still sleep easy at night. No problem. The invitation is still open. But I would ask each and every one of you to continue the foot stomp on Twitter. Do it. I'm monitoring it like a viper. Each and every well-laid comment. And you'll get a follow out of me. I'll follow you. Tell you what. Do a tweet to Thomas Healy directly and highly on. Make it to highly on stock as well. Why not? Put that pressure on Twitter is no problem. If these guys want to go for prolonged amounts of time, there is not one day that goes by where I don't have the opportunity to tweet about highly on. The problem is it's not my company. I'm just a share owner in the company. No problem. The very responsibility to provide the transparency on the goings on at highly on holdings, risk with highly on. And they've embarked on a Q&A session. They've embarked on this ride and drive. It sounds lovely. It does run. I give them that credit. All the while the stock price has been absolutely run through the gutter. And I'm not really sure what's going to take it for to get their attention. Are they going to wait till this thing goes to 50 cents? The irony in the whole thing is the board of directors are being gifted a bunch of stock for free. The initial stock owners in this company. This is just truth, guys. Okay. I'm a bull on the company. I absolutely am. But the reality is it doesn't seem as if highly on is working with a sense of urgency from my perspective. I don't think they are. If I was Thomas Healy, I'd be working 24 hours a day, seven days a week. I think he comes on. I think he talks about the same cliche stuff. He's got the opportunity to come on with the independent investor channel and do an engaging interview, an engaging interview. I will not fluff his ass. I'm just a regular family guy. Okay. A coach, military servicemen, social media influencer and creator. And the invitation is straight up. A lot of people think, oh, well, you did that interview. Therefore, he's not going to come on because he's butchered about you. How it is that you approve, man, to hell with all that. YouTube is about having a voice. You and tube. It means that you, in fact, have a voice. And a lot of people watch me because they feel like I talk the way that a lot of people want to talk and don't have the balls to talk that way. They don't. Okay. A lot of people come on and they karate chop you and they elegantly talk into the microphone and they split screen every half a second and they jump in and out. And my God, this is great. Yeah, this is awesome. This guy is crazy. This is like a roller coaster. This is incredible. This guy is an amazing YouTuber. I don't care about any of that. None of it. Okay. My YouTube channel will grow because I do have balls. It's just that simple. My summary of the world. I talk about stock market investing all the time, but the way that things are going right now in the world is insane. Okay. The stock market is no different. Okay. You've got communities out there that are following a dying meat company that has movies, AMC at their doors. Walk into GameStop. Okay. You tell me there's never any more than three or four customers in the game. GameStop. They've got overhead of what a few thousand dollars a month to hold on to those brick and mortar stores to sell a bunch of video games that have been sold by a bunch of smokers that come on that need a few bucks. GameStop makes a few dollars profit. And these are the companies that people gravitate to, man. It's idiotic. And it's as if as time goes along, we get dumber, to be honest with you. Company like this comes along. It trades in correlation right now with Heizen. It trades in direct correlation with Nicola. Highly on cannot, cannot and mark my words, it cannot trade outside of the absolutely specific lockstep correlation with Nicola from day to day. Can't do it. It will not go up unless Nicola goes up. Nicola goes up 24 cents. Highly on rest assured is going to be up four cents. Now for the following four or five days, it's going to be down straight because the market is not buying what this company is putting down. It's not buying what it's putting down. What is the company putting down? Here's the thing. Put forward these opportunities to come on to a social media outlet. Who am I? I'm just a nobody, no big deal. Thomas Healy has done interviews with YouTube channels with as little as 50 subscribers, 50, market 50. I'm one of the original gangsters on YouTube. It's just that simple. Why? Because I eat, breathe and sleep investing. It's what I do. You want to come and pose like a YouTuber? Great. You want to use YouTube as your public learning forum? Great. Do that. I would do investing whether or not I had you kind folks or not. It's just that simple. And it's that no BS type of approach that gets me favor on social media. And trust me, I'll continue to get favor because the world needs more people like me that can sit across from people and call BS at the first sign of BS. It's just that simple. And there's a few soft spots with this company that they need to improve upon. There's a lot going on right now that we're going to unpack in this weekly update here with High Leon that people are at the end of the rope. And there's YouTube personalities that are coming on that have no other opportunity or no other option, but to come on and just suckle at the teat of highly unholdings. I have not done that. I won't do that. I'll continue to be an investor in the company. It's just that simple. Whether or not you guys think that I'm down on the company or I'm going to sell it next week or whatever it is, that ain't going to happen. I'm going to be here next year and I'm going to be here two years down the line and I'm going to be here five years down the line because this company is going to make it. It is. But the question is, in the eyes of the market, have they done what has been necessary to provide ample support for the stock here as a publicly traded company? That's the delicate balance. And as time goes on and on and on, we have nothing left but to scrutinize what has been promised to investors and missed in way of timelines. Sure. And it's amazing to me how there's certain people out there that just want to ignore that very thing. Coming forward with certain promises in the investor presentation, we were supposed to be at the end of 2024 doing 15,000 units of each, the hybrid EX and the hyper truck ERX. We had the original agility order of 1,000 hyper truck orders, 1,000 with what we've been asked to recalibrate in our minds with regard to 1,000 hyper truck orders is that the OEMs are not going to offer that degree of build slots anyway. So what is it going to take 25 years to fill this slot with agility as they pick up 10 orders per year? Is that what they're going to do? Five orders per year for agility for the next 25 years? Is that what we're going to do? See, that's the thing is you throw those numbers out there and the sleight of hand was that they were binding ERX orders. We were able to do the calyx on it and say, wow, that's a nice profit here for Hylian coming out of the gates. We've heard nothing about that order except for it's downgrading to a non-binding order at this point. So what are investors supposed to think here in this bridging year? They've hired on this massive sales team. What's going on? What's going on? What is the conversion? The only color that we can expect to be provided to shareholders is coming up right around the corner on this first earnings call. And I tell you what, each and every one of these over the next two years, these eight earnings calls over the next two years, 20 months are going to be critical. If there's any misstep at all, this stock's going down below a dollar. It's just that simple. I don't know what else to say because it doesn't seem to be that its acceptance in the marketplace is providing any type of acknowledgement to anything that's been done thus far. And it's the very reason why I invest in the company is the progress that's happened thus far. We'll talk about that a little bit here. And then it's vision for the future. But what gives here? Are we creating back pressure of such magnitude to have a Tesla 2 on our hand here? That's the thing is the amazing part about these companies is they have an inherent ability to create such a disconnect between the goings on at the company and the opportunity that exists therein and the actual stock price. And that is what's going on right now. People will tune in and they'll say, well, you're wrong. It's because they're looking at it in the acute. It's just that simple. If you're new to the Hylian opportunity and you're looking at the stock price at $3.40, which is stupid. It's really stupid. And the cool thing about YouTube is I get to have a voice and I'm not afraid to come on and say it's stupid. Is it stupid that I tweet all the time about Hylian? And I haven't got one single acknowledgement at all to the work that's been put in. Have I put in enough work to render at least a shot out, a tweet that says at independent investor? Thank you. Is that too much to ask? That takes three seconds. With the amount of hours, with the amount of dollars, with the amount of thousands of different viewers on the channel that represent this community that are sticky, the very, very fabric on this community that holds everything together and will hold it together into the future, here's what's going to happen. People know the potential of this company so much because they've had years to think about it now. They've had years to be so pissed off about this company that when this thing goes up, nobody's going to sell. If they feel the same way about me, I won't sell until I reach my first milestone. I don't care what the stock does. When it's at $47, I will not be coming on and be like, I'm good. I'm up a half a million bucks. I'm going to sell the company now. I'm not going to be doing that. I'm not. First look, $100. Maybe looking at some interesting things around the $100 mark, that's it. $100, we should be looking at about a $10, $12 billion company, which this company is all of $1.5 billion with a sneeze overnight. Here trading at $600 million is just idiotic. It's idiotic. It's being provided zero value for the business that exists, and people are like, yeah, because it's worth nothing. You're an idiot. Get out of my face with that. There's so many idiots out there, and it's quite amazing because those are the idiots that have just as much opportunity to come into my opportunity and say, man, alive. I don't know shit about this company, but this guy seems pretty convicted on it. I'm going to throw $100 on it. That's the easiest $10,000 you'll ever make in your life, easiest. Unless you want to go, I don't know, lay road for it, go weld, earn $10,000 in six months. You can do that if you want. I don't know now, but tweet for me. Let's have a Twitter storm this week. It worked last time. There was a ton of people that went in there and did it, and I think if there's nothing else that is of interest, I don't feel like it's the time right now to let this guy off the hook. I don't. Not at $4 a share, not at $3.40 a share. I think this is insane. I think we're getting to the point where if they collectively come together and they look at each other and they all say, everything's fine. Everything's hunky dory. Yeah, it's good. Elaine, how are we looking? Dan, how are we looking, man? Are we good? Cherry, we're all good. How the hell can a human being look across the table with what's going on right now and say that everything is okay? Everything is not okay. If it was a privately traded company, I could give two shits what you do. I just don't care to do whatever it is that you've got to do with your time. It's no problem. But everything is not fine. Everything is not fine. They need to do more. I'm happy with what they're doing. No, you're not. No, you're not. If they were doing more and people had some conviction that this grand vision, the vision, they keep using the word vision and dominant. I don't care how big your market cap is. You're not dominating anything with a $600 million market cap. I know companies that have market caps of $30 million that are making more revenue than Hylian right now. That's embarrassing. It's embarrassing. Why are we in this situation? Because they came to public markets too early. That's a fact, Jack. That is a fact. The SPAC opportunity allowed this company to fully fund their business plan. I totally get it. But I tell you what, what's really going to be the tipping point for me is when they come out and dilute shareholders and start to raise more capital because they need to push out timelines again and again and again and again and again. And make sure that they can deliver on their promise in 2028. That's going to be the end all be all. Look, guys, here's the thing. I digress. This is a phenomenal opportunity with Hylian. We are in a bridging year. It's just that simple. The question is, how are we going to get from where we are now at the end of April until the end of 2023 when scale-up is supposed to happen for this company? Does anybody have any ideas? If you do, I read through the comments intimately. I come on this, not to blah, blah, and toot my own horn on this deal. The Hylian project is exclusive to the Independent Investor Channel and my desire to do at least a once-a-week frequency and update on this company and what the progress is. Now, the only thing I have to do is speculate on what's going on because they've taken not only an extended quiet period going into the first earnings call for 2022, but there's been no news at all. There's been a few interviews, which has done nothing but tank the stock. I'm sure they're going to the ACT Expo, which if I was going to judge the renderings from last year's ACT Expo, where Thomas Healy cleaned the house on the panel when he was asked to go and provide his insights on a panel discussion, the stock tanked. It provided who are these buyers that are stepping up from all of this outreach. Perhaps maybe we need to do something a little bit different on this approach, but that's what they want to do. They're going to continue the roadshows and they're going to continue the ACT Expo, none of which is going to provide any type of bottom line sales. If there was any way to move up that timeline, I think it would be in their best interest because I have a very lean expectations about how far they can stretch this thing with their current business plan, which is the silver lining with Healy and Holdings in meeting that opportunity to mass scale up, which we've been provided no color on. We've been told that there's 150 build slots here secured going into 2024. I'm not sure I've ever seen a company that is so talkative about their first preliminary build slots and then it stops there. What is it that we can expect to render from Peterbilt, which is one of the questions that I posed to one of the gentlemen, of course, that won an interview because they're so polished and they're not a scathing and so much of a freaking open speaker like I am to challenge what's going on with this company. What is Peterbilt saying? What if Peterbilt pulls the chocks on this deal? Where does that leave this company? It leaves it with a good idea. There's no doubt about it. Lots of people have good ideas. I cover $30 million companies all the time with really good ideas. This is given credit right now for about $600 million of a good idea because of its cash position. If it loses its relationship with its OEM, you're being presumptuous Ryan. This is not fair. Why? Why is that not fair? Why is it not fair for someone to come to the table that gives a sweeter deal than Peterbilt? What is Healy I'm going to provide to Peterbilt as an incentive to retrofit this or fit this off of the OEM lines for the new trucks that roll off of Peterbilt at the OEM hubs? What's the incentive there? Is it going to cut into the $30,000 of profit that Healy I'm going to make on the margin to make these sales that everybody gets excited about, which have been far and few between in the landscape. That's to be expected as we stretch this timeline out as we look to achieve 2023. But the time is now. My patience has been gone for a long time in this company. It's just that simple. Will they make something? Yes, I do. But I just don't see a sense of urgency on this. I'm getting frustrated by the interviews. It's the same damn questions over and over again. Thomas Healy provides his same coin dancers. He doesn't provide any transparency, zero acknowledgement about the stock being in the absolute shitter. It's in the shitter. The stock is embarrassing. They should take it off of the Healy I'm.com website. I don't know why they display it as if it's something of pride. It's not. It's embarrassing. It really is. It is something that needs work. It is. Building shareholder value as the CEO is something that they absolutely need to do. It's just that simple. And I'm not sure. Maybe somebody is so naive to what's going on right now that perhaps maybe they do sit around the board and they all are really just caught up in themselves. And hey, would you like some coffee? And hey, how's it going? How's the family? And everything is hunky dory. And not everything is hunky dory. It's terrible. Like shareholders are stuck with the bag and we don't understand where this company is going. I just don't understand it. It's helped provide a little Twitter pressure. I will be monitoring out this week and providing my quote, tweet back to Thomas Healy. I won't do any good. I won't do any good. Again, my patience on Twitter is gone. I have no faith at all. There would be no acknowledgement to a good guy like myself, man, who does this on his own. And my patients are wearing thin as well. They really are. You can tell throughout this video. You really can. You can tell. And I'm a human being, man. I'm not a robot. Really just love wasting my time coming on here and talking about a company that I love probably more than they do. Because I'm sure at five o'clock they shut the doors. They go home. There's no sense of urgency. Sell out a little bit. When was the last time they stayed late? We stayed until 11, 12 o'clock last night, looking to drive this order home that we were working on. We weren't going to leave until it was closed up. Relentless. Perseverance. It's because when you're given things, you don't appreciate what you're given. It's that simple. And this company was given the opportunity of a lifetime. It seems like to me they're going to go ahead and they're going to execute on this business plan. And it's up in the air on where they end up and what they consider to be true execution on said business plan from the funding that they received from the SPAC process and specifically the warrants that they called once. I mean they've already skimmed investors once on this deal through the issuance of warrants that they had no intention whatsoever of keeping for the long term. They called it the very second they could. They took their funding and they put it in the bank. Use it. Use it for the better. There should be an absolute sense of urgency. If you're going to take this company and you're going to be the dominant class eight player in the space, you need to be knocking down people's doors because I hear grumblings and people will watch me and they're like, man, why is Ryan so pissed off today? Well, I'm pissed off about a lot of things with regard to this company. I'm a very happy man. I've had people tune into the channel and they're like, I can't watch this guy. He's pissed off. I'm pissed off because I don't have that sense of comfort with this company that they're doing everything that they need to do to persevere and make it. Right. 2024. Okay. Yep. Supply chain issues. Yada, yada, yada. Okay. I guess those were things that you could not foresee before they came to public markets. Right. And highly un-shareholders, man, they're willing to give every single latitude. They're able to give every single long leash with this company to make sure that they're provided everything that they need in way of time. All we're asking for is a little bit of give back here. That's it. Me personally, I don't think a 30 minute interview is too much to ask. I don't. But my hope is at zero. It's no problem. I have the other things going on in my life. I'm not a multimillionaire like Thomas Healy. Just like a lot of the shareholders, like me, they're not millionaires. They've taken a company under their wing. They've supported the company to be provided zero give back, zero. And they think that the interviews that they've been doing over the last couple months have helped the situation. I don't think so. I really don't. There's been a few key moments for me that have been like, it's nice, but I'm not involved in that. I'm on an island with my sharing of highly un-holdings. It's as if I'm covering a different company. My idea of highly un, not highly uns, it's that simple. So the opportunity and the vision, let's change the tone a little bit. You guys can tell I'm obviously fired up this week here, entering into a week that, I mean, are we going to see under three? Probably under one. I don't know. I've got investors. I have an investor this week and I'm not going to name them by name. I don't want to embarrass them, but being down a few hundred thousand dollars in this name is stupid. Everybody in this company is down right now. They're down. And we can't be provided one single iota of return of common courtesy. And this is to some of the other folks that have reached out to more direct in way of a letter. And they couldn't even respond in way of, hey, we received your letter. Thank you very much for your inquiry and we'll get back to you as soon as that we can. They never even received any type of responsive receipt of this opportunity. What does that mean? Is it a slap to the face to the people submitting to say, you know what, we've already got our money. That's the perception that people draw on this type of thing. They really do. Different schools of thought people will watch me and they'll say, well, you're wrong. And, you know, this is the best opportunity ever. And they're doing everything that they can possibly do. I don't know. I guess my definition of everything that they can possibly do is be willing to go the nth degree for your cause. I don't see that. I don't see that. Not yet. Not yet. I'm hoping that when this thing comes to fruition and there is an opportunity for a little bit of tailwind that that'll provide some of that opportunity for these guys to get a little bit aggressive and not sabotage their own product. I'm sick and tired of hearing Thomas Healy talk about the Hybrid EX as if it's dead on arrival. I mean, it wasn't two months after the product came available and it is available right now on highlyon.com that he said that because this Cummins engine came to the marketplace that automatically his product was dead on arrival. If I'm a fleet of 15 to 20 trucks, the Hybrid EX is a perfect product for me. It's an entry into a greener transportation future for my fleet. You're telling me that just because you're not getting the interest based on the people that you're sitting across, that it's automatically a reason to just shit can the whole program and just decide that the Hybrid EX is now dead on arrival. I wish you would just stop talking about it. Stop talking about it. Let people buy the Hybrid EX. And this is what I don't understand between Sherry Baker's projections for 2022, garnering two to three million in top end revenue. I don't get it. If it's something that is not going to garner a lot of interest in the Class 8 trucking space, how the hell are you going to pull two to three million in revenue? That'd be interesting. And it'd be interesting to have them actually answer questions the way I ask it, not the way Fisher and Delaney and all those other idiots ask their questions. Mark Delaney takes them five minutes to ask his question anyway because he's a stuttering idiot and he can't actually put two words together without saying, uh, uh, uh, uh, in between his questions. But these are the folks that are driving the highly unnarrative right now, downgrading the stock consistently, the last upgrade they had to neutral. Hey, that's great. You got it down to a couple of bucks. I mean, really, this is a token price right here that the stock price is resting right up against the actual cash value of the company. And right now, read a nice article right up that just this week on Hylian, Hylian is being given no enterprise value zero. If you can justify paying forward earnings on a company like Tesla that is so astronomically overvalued, it's not even funny. And you look at a company like Hylian that basically you're paying $3 and 40 cents for the cash on the books, and you're, you're paying zero by purchasing one single share of Hylian, you're paying zero right now for the business, zero, zero. Right now the stock market looks at Hylian and says that it will not do anything, zero. Thomas Healy will continue to do his Q and A interviews and he'll continue to put people in his prototype, hyper truck ERX and run them around the parking lot. It's really, really cute. You know, it's got what 2750 miles on the hyper truck ERX. Get that son of a bitch out on the road and drive the son of a bitch put some freaking 80,000 pounds of payload behind it. Debtmar has done more in way of providing product validation than Hylian has at this point. Why? Why? How are we not forcing the dialogue forward? I deal with one specific $30 million company. The CEO does two interviews per week, two interviews per week, and is a $30 million company, 30 million company trades at 25 cents a share, 25 cents. Is that where we're going? Is that what we need to get to before Thomas Healy realizes that it's serious right now? To provide that awareness, perhaps maybe they know something that we don't know. More color will be provided on the earnings call coming up. The progress thus far on the company is actually marked progress. I want to start with hireings. Hireings are of over 200. Fantastic book of hireings going on right now with the company. It's second to none. I've always given Hylian fair credit for their hiring campaign that they've embarked on. It's fantastic. It's a sign of a growing company and we are just approaching that very catalyst to start to put the rigor against each and every one of these positions in the company that is going to promote that bottom line earnings. The company just started making revenue last year. $200,000 of revenue booked last year. It's going to be very, very interesting to see what type of chunk they've taken out of the $2-3 million of revenue that they've projected for 2022 here. This is going to be interesting. If they come with a number of $150,000, I will absolutely, if I don't already feel like throwing in the towel on this bitch, I don't know what fairytale world they're living in. But to use verbiage like dominate the Class 8 space or be the leader in electrified powertrain solutions is just beyond me at this point. It is absolutely a la-la land. It's great to have a vision. It's great to have those types of goals and objectives, but how in the hell are you going to do that? These are the things that I don't get from these Q&A interviews. I just don't get it. I don't understand where they're going with this project. I don't understand. Yeah, if 150-build slots are secured, you're talking about very anemic profits on those that even 30% or 35% margins that I award, they weren't even looking at doing that on the low volume numbers. They were looking at more of like 22-25% margins. The larger margins came from the mass scale up, which is understandable because the cost of equipment that goes into those are given that higher discount the more the volumes are provided. But how the hell are you going to do that? How are you going to go from low volume production to high volume production at this point? These are all open-ended questions, guys. These are all meant to churn the conversation. I know there's going to be a lot of people who don't like this video. That's no problem. The thumbs down is the one that goes just like this, hit it. It's not going to bother me at all. It's not. I'm not going to care. I'm going to come back next Sunday and I'm going to give what it is that I feel like is the absolute pulse at any given moment because I understand that in the acute, it doesn't really matter. Highly on could be right around the corner from a big 2,500 Amazon order. Where is it? Where's the discussions? Have they not picked up the phone one single time to Amazon? You're a CEO. You can do whatever you want. You're provided all that. What the hell is your board with directors doing? You don't think Elaine Chao can pick up the phone? What are you guys going to do? Are you going to wait till this thing does go to 50 cents a share? These are all questions that are fair at this point in understanding what they're doing in marching toward this integration into these large feats that seemingly are interested in this. I haven't seen the interest. Maybe the industry is calling BS. Maybe the industry is not happy with the numbers, but here's the thing. I would love to understand a little bit more about what Hylian's doing and what industry is either pro or con on at this point. We don't know, which is easier for me to assume that they're just not having the discussions with them. They're just not. Have they approached Walmart? Let me go out on a limb and say no. Have they approached Amazon? Let me just go out on a limb and say no. Have they approached JB? Let me just go out on a limb and say no. Have they approached some of these other larger fleets and just said, hey, look, we're working through the Innovation Council right now. Here's our timeframe. Here's our number. Okay. Don't try to sell them on anything. Introduce them. Let them know what you got. Would you mind if we flew in and had a meeting with you? Is this going on? We don't know. It's all a big secret. You got to sign a non-disclosure agreement when you walk in the door. What are they non-disclosing about? What is so secretive? What is so secretive? The stock market says your business is worth nothing. What are you working so hard to protect? I think there's going to be a time here in our not so distant future where one of two things are going to happen. Number one, the reckoning. Where it is identified that the bears were right on this company. The reckoning will be such that the original investor presentation is chalked up to be nothing full of just absolute lies and propaganda. This was an idea. We had a few fragile relationships with agility and Tarek Sultan was able to put some elegant quotes out there but provide zero bottom line benefit. Granular benefits the bottom line to the facilitation of this company. Cost him nothing to provide those comments to Hylian. Hylian did a great job advertising for agility this entire time. Losing relationships like Dana along the lines, seemingly taking a back seat, going with Meritor on their e-axle only to have Meritor be acquired by Cummins. All these little things that have been put together over the time here, supply chain shortages. I think if this company does emerge and we don't end up with this reckoning type of event, I think it's going to be chalked up as one of the absolute greatest accomplishments that I have ever seen in a company coming to public markets to face down a global pandemic, a supply chain issue, and a geopolitical campaign that is looking like it is going to go on for a long, long time. With the overhang of the SPAC debacle, with over 95% of those companies down right now from its initial offering, being provided loft evaluations at $10 a share. That's funny anymore. I should just do a video on that very thing on SPAC 10. Should be SPAC 1. $1. They should be provided as much value as they're provided on the onset to initial angel investors in the company, which Hylian was about $0.09. Is that what the company is worth? At this particular juncture, the stock market is saying the company is worth nothing. If I was a competitive CEO, I would be doing everything I could do to change the narrative, everything I could possibly do. I would have tweets out every single day, no problem. We're in a tough spot right now. We know we've got a bridge. It's 2024. Let me go ahead and yield this interview to the Independent Investor Channel. Maybe it changes things. Maybe he does represent much more than just a handful of retail investors who come onto YouTube and they just bitch all the time about the stock going from 58 to 3. Really, they should be okay with that, but they challenge what's going on and they want to know what's going on. We haven't provided any type of insight on what is going on behind the scenes. That's the reckoning. Number two is what I think is going to happen. This is the inevitable that I think is going to happen. This company is going to surprise to the upside, and it's going to surprise to the upside. Like, I have never seen a company surprise to the upside before. I have a feeling that that's what's going to happen mark my freaking word. Here's the thing. Hylion's going to have to make it happen. They are. They're going to have to figure it out. Right now, doing the same old thing. If I were just going to sit back and just tell you guys carte blanche, I love doing Hylion videos. I love it. Do I think it's in Hylion's best interest to come on and do an interview with the Independent Investor Channel with 30,000 subscribers? No. Not if you could tell me that Hylion was doing everything that they could possibly do behind closed doors to make what it is they've been so transparent about in realizing their vision. No, I don't want to waste time with me. I'm nobody special. I'm a guy who initially bought a GoPro and an iMac and started this independent investor channel. Why? Because the technology allowed me to do so. Now, I'm talking to you now through a Logi 1080p camera, HD cam. Do I think Thomas Healey CEO needs to be wasting his time doing interviews like that, which provide really very little benefit to the bottom line? I think it's provided probably more benefit to Jason with Jay Mac Investing than it did for Hylion. I really do. I think if big companies are interested in this product, it's going to take the Hylion sales team to sit down across from big industry and say, here it is. This is our vision. Okay. This is what we're trying to do. And here's why. Here's what you need from us. And here's what it can save you. We're ready to partner with you and walk lockstep in this into the future. You're going to be allowed to fly this beautiful green leaf of green, which your customers are demanding. It's not going to be the influence of a social media community that's not going to provide that. It's not. And me as a shareholder, I want to see them on CNN. Excuse me, CNBC. That's what I want to see. I want to see Yahoo interviews. I want to see Thomas Healy on the floor of the New York Stock Exchange. I do. I want to see Thomas Healy coming on on his own behalf just like I do on my channel and talk just off the cuff from the heart. You think I script this? I have one, two, three, four, five, six, seven, eight, nine, 10, 11, 12, 13, 14, 15 words for this entire video. And I can guarantee I'll crank out 60 minutes for you guys to give you something to think about, to give you some type of explanation as to what's going on right now in the acute. And I'm experienced enough to share with you that I don't think what's going on in the acute is explanation at all. Does it matter? No, it doesn't. It doesn't matter. It doesn't change my conviction at all. And people watch the channel and they're like, well, Ryan, you're talking from a position of desperation in that you hold the shares and you have no other choice but to hold it. I don't really look at it the same way as you. I really don't. Did I ever see the stock going to $3.40? Did I ever see the stock going to zero value against its cash position? No, no, I didn't. No investor could have forecasted that. No investor. It's just that simple. This company has all the pedigree and all of the trademarks of an absolutely fantastic company. And all they have to do is get through a couple of milestones in the initial stages here. What we're aiming for here, guys, is 5,000 units. That's what we're aiming for. The investor presentation, and this was another question that I posed on Twitter, was what was the data that was looked at to forecast to would-be investors that the company by 2024 would realize 15,000 ERX units and 15,000 hybrid EX units? There's a lot of bears out there that would say, Ryan, what was bullshit? I can't dispute that at this point because I have not garnered any type of answers to my questions with regard to the data that was being looked at. Did the supply chain push forward the projections? Okay. Of course, they did, right? But what was the data that was looked at on the onset to push those projections forward? 5,000 on a minimum of ERX keeps the lights on. If we're talking about 10,000 additional ERX units, we're talking about 1.2, 1.3 billion in bottom line profit. We're talking about profit here. We are talking about profit with this company, and we're talking about a valuation of 8 to 10 billion, 8 to 10 billion with those calculations. Right now, we're nowhere near that, and the market's sniffing it out. So what gives? Yeah, just give you some things to think about what we're aiming for. And dividend bloodhound is another one shot out to him. I left a comment on his YouTube video that you get on highly on this week. It was good. He dropped it yesterday. I appreciate those efforts. He's very good. He sees the company the same way as me. He's not so scathing as me. He's actually quite frankly above board with his dialogue where I drop below the surface. I don't care. I think a lot of people need to answer to what's going on right now. And I think highly on needs to answer for what's going on. I do. But he talked about the billion and revenue, and that really is that top end of market penetration that we need to get to where we're looking at integrating to the fleet and having this. And that will represent for highly on the mass scale integration that we're looking for. And what are we looking to do this for? Are we looking to sell 150, 150 hyper truck ERXs per year? I throw that out there rhetorically, man. I really do. And I seemingly there's a lot of people who are like, I'm happy with the progress. Really? Projections right now are 150 build slots. What gives beyond that? What is Peter Bilt willing to give? What CRM is being provided to highly on to show that there's enough interest that they're going to be able to scale up? They're going to have to do thousands of units per year. They're going to do a thousand units. What in the first year? Thousands of units in the first year only to have their product fail in the durability category or not to drive that TCO bottom line benefit to the fleets. Nobody's going to return for buying it, right? Lots of very interesting critical steps. They've got the product to do it. I've seen enough with the prototype to know that they have the their their idea is phenomenal. It's phenomenal. Okay. Hylian's idea is absolutely phenomenal. But can it last seven years? Or is it only going to last five years? Every thousand miles that the hyper truck ERX gets is that much more rigor on the system itself? Can it incur that seven years minimum, maybe nine to 10 years maximum of rigor over the system to ensure that those fleet owners can realize that those projections on the bottom line TCO? Are these not fair questions? If I was a CEO, I'd be ahead of them. Let's talk about it. If you don't have the answer, say, look, we're looking at this. We understand that this is where we need to go. Here's the projections. We're hoping to get there. This is what we're this is what we're marching toward. Here's our goals. And I haven't heard any of that. We've been able to secure 150 build slots for 2024. What in the F does that mean? I have no idea. And it's tough to man being an independent investor on an island seemingly. It doesn't seem like there's really a lot of other people out there. There's a few voices on Twitter that are kind of snarky. You know, they're funny. They're they're striking at the same nerve I am in that maybe it's time to, I don't know, challenge a little bit. What's going on? And maybe, I don't know, call a little bit BS on the information that's being made available to investors right now with what's going on. I mean, how much longer are we going to let it go before we hit the panic button, the emergency button? You know, I think it's just absolutely appalling that we go through multiple phases, multiple days. And this is what gets to me the most multiple days without one single thing, one single iota of news that's released at all with regard to progress. And it makes investors presume that there's nothing going on. And that's the unfortunate part about it. It's that lean stretch that we're going to be subject to in this bridging into next year as we approach mass scale up. All right, something that I'll be interested in paying attention to on this earnings is whether or not it was asked to actually it was one of the good questions. I'm sure Mark Fisher and or Mark, is it Mark Fisher and Delaney, Mark Delaney, are they both named Mark? I don't know. I think these fruit cakes need to crawl back in their cage to be honest with you. It's awesome. Nowadays, in social media, you get to have a little bit of a level playing field with these morons that seemingly whatever path led them to be an analyst and people put them on a pedestal and they're like, oh, they're a stock analyst. They must, everything they say is gospel. People who tune into me know that that's not the truth. It's just not the truth. Lemmings don't like me because they're like, look at this regular guy in his blue t-shirt, man, talking about a reputable stock analyst. He's not a reputable analyst. He's wrong. He's wrong more than half the time. It's not reputable. I would suggest maybe being good at your job. I don't know. I think it'd be great. But the question was asked whether or not they were going to need to call upon new funds to advance their business plan through 2024 and Sherry Baker doubled down and said, no, that will not be the case. I think this is key. I actually think if Hylian came out and said, you know what, we're diluting the shares by another 200 million shares. Let's just double the share float. Let's just double it. We're going to provide liquidity to the system. We're going to dilute shareholders down. We're going to go and issue another 200 million shares. There's 177 million in the float now. Let's just double it to hell with it. Let's double it 200. It's a nice round number. Just dilute the hell out of shareholders and just fund their own initiative in becoming their own OEM and maybe just going abroad to hell with the domestic market at this point. If we can't get certification here, I guarantee we can get it abroad. Just go abroad and go big right now. It's seemingly been a better path for Nicola as much as they've been beat down in the marketplace as well as Heizen. Heizen's in global markets right now. But it's interesting. I don't foresee that happening. I do foresee that we are remaining on track with the current business plan. That has been shared with us with regard to current funding, current burn rate, and marching toward what they seem to think is going to be the catalyst in way of the dominoes falling and stepping into something that is a little bit more impressive than 150 units going into 2024. It's not 2023. No, 2024. That's what I meant. Highly on as always boasted that they have the solution now. They don't. The only solution that they have right now is the hybrid EX. And by Thomas Healy's admission, that's dead on arrival. So nobody wants to order it anyway. So I don't know where this two to three million in revenue is going to come from here. Hopefully they've taken a nice chunk out of this because we sure as hell haven't seen any news on selling any of these units thus far here. And we're almost into May of 2022. And we've heard nothing on sales except for what was reported on the Q4 earnings report last year. And that those hybrid EX, we're going to be the sole contributor to this two to $3 million in top end revenue for the company. All right. But she did double down and say that they would not need any more funding to see their current business plan and projections through. That's somewhat good news. I will see on this next earnings call what type of progress that they've made to that. I will close out the video and say this. We are in a dismal place with the stock price. What I've seen multiple times, and we've been here before, the stock has jumped a dollar. And you get all these people that are FOMO buying the stock at like 460, 470, 480. You want to buy the stock, I'd buy it here. Nobody's talking about it. Even I'm pissed off, right? You can tell my tone and tenor. And a lot of people have shut the video off already anyway. They don't stick with me through this crap. It's no problem. Nobody watches my bearish thesis on highly on anyway, because they all just believe. And they don't want to look below the surface as to, I don't know, maybe there's some questions to be asked here. I don't know. Maybe they feel like all they need to do is just invest in 100 shares and just hold it inevitably without asking any types of questions. And I think there's a good school of thought out there that's just like to hell with it. I'm just going to buy the stock and I'm going to wait five years. Maybe that's the remedy. I don't know. I would invite you to leave your comments at the bottom of the stock here at 340. We're entering into a week here. I have no idea. Seemingly, highly on is providing a tone and tenor that we're all supposed to be just all right with this. Maybe we are. Maybe it's my deficiency. Maybe we should just accept this. Maybe we should just celebrate all of the gifted shares that have been provided to all of the board of directors that to my assessment have provided zero value to the company. I've provided more value on the independent investor channel to highly on holdings than Elaine Chao. Would you like me to repeat it? I have provided more real, tangible, in the trenches, benefit than Elaine Chao. And she's been gifted what, a few hundred thousand shares? All the board of directors, they were all gifted their shares at the same time. What the F for? Pick up the phone. Start calling people. I don't know what to tell you. Let's go. You're going to wait for real advocates. I'm not a real advocate. I'm a social media influencer. You're going to wait for the lawsuits to come through. You're going to wait for the legal eyes to scrutinize that initial May 2020 investor presentation. And you're going to, they're going to actually extrapolate what it is that in your best interest and projections for the future. Yeah, I know. There are disclaimers on every page. I get it. I totally get it. But you just can't say whatever you want to say and then just disclaim it and get away with it. You can't do that. Okay. There has to be at some point where you start to substantiate, provide some merit behind, the agility order was thrown out there willy-nilly thousand, hyper truck ERX, what's come of it? Zero. You put them on the hyper truck ERX council, innovation council, what's come of it? Zero. There's been a quote that's been provided on the highly on dot com website. That's all we've got out of it. No bottom line. No nothing. Agility trucks. I don't hardly see them on the road. They're all small trucks. Penske same thing. I don't understand why they were even named part of the hyper truck ERX council. I don't get it. Can you explain why explain why? Agility is a huge company. You're telling me that they can't make one single pledge to this. If they're that convicted on it, the question becomes, are they convicted on it when all of these and many other projections were made on the onset? And here we are. None of them have come to fruition. None of them. And I think we're marching toward one of those two things, either the catalyst or the day of reckoning. And the verdict is out as far as I'm concerned. Obviously, this has been a little bit more of a negative overtone video for the company. I don't care. That's what they've garnered. They need to surprise on this earnings call. They need to provide some color and clarity around what in the hell they're doing with regard to advancing their technology, leveraging their technology into something else. Hydrogen fuel cell. I don't care. They need to provide some level of color around what in the hell they're doing to make money. Because at this particular juncture, the stock market says that the company is worth absolutely nothing. Zero. Highly on needs to get on the horse here in changing the narrative and providing the marketplace, not me. They need to provide this clarity to everybody because wake up. It is a publicly traded company. And the number one, not number 16, not number 48 on the list of a CEO is to drive shareholder value. Drive shareholder value. We're all with you. We all need to be getting out of this funk that we're in here in this absolute bloodbath. The stock has an absolute no end in sight type of perspective right here. And nobody's excited about touching your company right now. Volumes are down. Nobody's buying your company right now. Nobody's buying your story. Nobody's providing any type of validation to what you're putting down right now as a company. It's time to change the narrative. And I suggest that you do everything you can possibly do in this bridging year to get us to this eventual catalyst that we're looking for and not this reckoning of the company to where all of these things come to the surface here. And there wasn't really any whim of validation behind any of these projections whatsoever. And we've been duped as retail investors yet again on a company that's promising the world, promising to be the leader in the class eight space, promising to provide a vision for the future, promising to be the dominant player in electrified power train solutions. And they haven't dominated a thing nor have they provided any type of clarity on how they're going to provide that roadmap into 2023 2024 and beyond. Get to work. I'll continue to provide my advocacy. Remember to kick over and tweet this to at Thomas Healy at highly on at highly on stock. That way we can put what little bit of pressure we can with social media. My resources are dry. I don't know what else to do as opposed to send the guy a personal certified letter to his house. I have no idea what else to do. I'll continue to footstomp the message here. Really appreciate you guys tuning in. Leave your comments at the bottom of the video, subscribe to the message, share the message with anybody out there that you know is invested in the company wants to become part of the dialogue here, part of the community as we grow and evolve with this company here. It's a two year company guys hasn't been out very long. It's a pre revenue company. They just turned out their first revenue here, but we need to monitor over the next year, year and a half on progress that they're making on top line revenue projections and realizing that bottom end profit that is so, so important. We are a long way away from that mark here guys. We just want a little bit more color around where we are in progressing toward that end guys. Thank you so much for tuning into the message and good luck in your investment future.