 Take this opportunity. Welcome everybody back to the Independent Investor Channel. What the difference a week will make? No doubt about it when we're talking about an ever-evolving industry here, especially with regard to renewable natural gas. This week was nothing short of exciting. The stock price briefly went up over $4. There's going to be a short time coming here where these bullshit price targets are going to need to be revised to the upside and the analysts will begin to start to see it my way rather than their jaded way in a really just an all-out targeted attack on a company that's trying to do what it is that they need to do and use their entry to the market in the way that they took through the SPAC process to gain funding on an idea and an opportunity that is coming to fruition. I want to welcome everybody to the message. I do this highly on update every week. I will continue to do that where I see prudent to do so, but the big news from this week we're going to discuss. We had another hyper truck ERX council member place their binding order with deposits. That's going to be great. We have earnings for the second quarter coming up here after the market August 9th. So something to just keep your eye on. I will be monitoring those earnings just like I typically do. It is about around earnings where I'll kick into the discord group which I still continue to footstomp as the single best source of information anywhere in the world when it comes to highly on holdings. Yes, indeedy. This is the big leagues here folks. We are talking about worldwide application just dawned on me this morning as to why it made so much sense for Thomas Healy to go after the domestic market here in the US with the legislation being proposed for renewable natural gas. It just made sense that they look to leverage and take this product through validation and certification here in the US and then they can carry those certifications to equivalent levels of certification abroad when they look to expand globally. You might be thinking Ryan this is a $3.75 stock briefly above $4 here extremely undervalued as far as my opinion. We will reach a few thousand people every single week with this message. That is a few thousand more people than I would be able to reach via word of mouth. So I'm okay with that. I know what there will be hundreds of thousands more that would have seen this opportunity my way but this is my way of sharing what it is through my unique lens and perspective on my years of stock market investing and to codify for would be patrons to the message and yes some would still criticize no doubt about it. The opportunity that I see here in Healy on yep it is it is large all the stars are aligning make no mistake about that okay things are going very very well in Healy on better than I expected through this 2022 bridging phase which we are still in the midst of what does that mean for anybody that's new to the Healy on opportunity. I want to thank everybody that went over to the Healy on calm and did a re-review a lot of people came back and said that was that was a nice charge that was a good thing to do but highly honest just getting their footing here they've entered into a period of tough financial markets with supply chain issues so when I consider this to be a bridging phase highly honest in the process of finalizing their design concept getting ready for fleet demos a lot of these orders that we're seeing come through at blocks of 10 are just that they're token orders that are going to be introduced in the fleet or Ruan was the the the latest one this week I will speak about that and my thoughts about what that means for Healy on into the future but I thought the real flagship news from this week no doubt about it was the proposed legislation on the incentive tax credit for renewable natural gas I will say again renewable natural gas it's as if people sometimes need me to say it for a third time renewable natural gas it is very real and it is absolutely coming in the pike and this proposed legislation proposed out 10 years probably for the sheer sake that as renewables especially RNG take hold and producers and users begin to use this tax credit it will be incumbent upon the government to cap that and relook at it because as the landscape evolves and changes those figures as far as who's taking advantage of the tax credit and a potential adjustment into the future will be prudent absolutely and so if you guys are unfamiliar with I always put a plug out there for the discord group there's links all over the place I typically leave it to the patrons of and the administrators within the discord group to share that they have my full permission to use this specific conduit to people because as many people as we can get to and explain this opportunity look guys I can come out with weekly videos and talk and about Johnson and Johnson all day okay which I am a heavy investor in Pepsi Coca Cola Home Depot and the like I own all those I'm a value investor at heart but highly on holdings right here this has the power to change lives and when you talk about the potential at four dollars a stock price right now to begin to enjoy some of this momentum going forward I have yet to see a better opportunity really unfold in front of our eyes than with this company right here and I look I scour the landscape I'm an avid investor this is what I do for a hobby it's not what I do for a living however I'm very passionate about my application in stock market investing and I've never been so convinced that this will be a story that you'll need to follow and I am just one of the few conduits online you're going to see a mixed bag of pundits come out with regard to their stock price every single one of those have an agenda attached to it make no mistake about it I do not I make very little a few dollars for my time on a Sunday when I drop this content so I am separated from any of that type of objective now I will disclaim to the group that I am a share owner in the company I own 12,200 shares in the company currently I also own 43 long call contracts on the company stemming anywhere from my lowest strike at three dollars which I'm in the money on and upwards of five and seven and ten dollars respectively on each of those call contracts whether or not all run out of time for my 2023 contracts January to be specific is yet to be determined I'm being patient on those contracts but then the contracts that I'm most excited about are those that I wrote for 2024 so 43 total contracts each contract represents my obligation or opportunity to step into 100 share blocks so 4,300 more shares is what I've got on the option side of the house and we'll continue to monitor those like I said I'm about 20 percent in the money on my on my $3 strikes because I was just buying on the way down and now it's time to watch the opportunity appreciate and value and I'll openly share that with you guys so we're probably looking at about 16,500 of total obligated I'm not sure if I'll roll those contracts if they're not looking like they're going to transpire or I may let them just go ahead and fade away but we'll have to monitor those six months a lot can change with this company I've always suggested that by the end of this year we should be above $10 I mean we should be above $10 right now we should be 1012 bucks on this this company no doubt about it but market conditions not necessarily for what Hylian is doing here has driven all of those back stocks that came to public markets down small cap markets really taking it on the chin and people are finding it convenient to not look upon the small cap market with any type of favor and that is headwind pressure that Hylian can't do anything about and then Hylian's got work to do it's not like it's a yellow brick road to to the riches it's not like that this company needs to be hungry they need to be aggressive they need to continue to take advantage of and have those discussions with those companies that they're looking to serve and the fleets and their customers that they're looking to serve okay so the proposed legislation that I want to bring to everybody's attention I read the bill twice it was well crafted very very simple and straightforward but I'll share some highlights for you guys that don't want to read proposed legislation but it is interesting it's named the renewable natural gas incentive act of 2022 and where the name would suggest it does provide for a one dollar tax credit for both producers and users of renewable natural gas okay now there's been some schools of thought and some interestingly heated arguments about renewable natural gas and how it is not a viable solution and how the full electric solution is going to be the end all be all of going green in this current economy and being the most efficient for fleets I could not disagree more with that okay RNG is it's an extremely extremely efficient means of taking the off gas methane and actually converting that into a usable material now think about solar and wind and hydro power as being somewhat uh subject to the whims of what the um the weather patterns are doing so it's not reliable all the time now it is very efficient um we use them offshore we use them in land I know a lot of you guys are going to have your own opinions about that that's fine I'm an a political channel I don't they get into that very often but if you are uh negligent to the fact that those are producing uh real renewable energies across the board um then I think you probably need to wake up and get over your own opinion and biases about that because it is very very real um and the suggestion that renewable natural gas is not going to be a player in this uh is disputed by the latest announcement just this morning with amazon teaming up with clean energy sources to utilize their 27 uh and uh fueling stations for renewable natural gas and I find it ironic that the day after this proposed legislation for the fuel credit and incentive bill uh for renewable natural gas that amazon jumped on board and said we want to start to solidify our fueling networks uh for renewable natural gas so um I'm not one to pick sides I'm not one to argue with people who are not willing to take uh alternative opinions I'm certainly not willing to engage in discussion with people who think they're smarter than everybody else when in fact the words that come out of their mouth when talking about renewable natural gas they're just dead wrong they're just dead wrong and the facts just do not support what it is that's coming out of their trap but I guess that's the beauty of social media you guys can pick whatever information you want you can suggest that r and g is dead on arrival and you can say that it's not going to be a viable fuel source for the future I beg to differ major institutions are getting behind the idea of renewable natural gas and for you guys that don't know where it comes from we're talking about the bio waste we're talking about agricultural landfills we're talking about the ability to take and harness even as simple as cow manure and put them into what is considered on a large scale to be a digester which my dad would be proud of this he's got a composter at his house and we use it all the time the small amount of food waste that we um create we use that compact or a composter and it actually creates the most incredible soil that you could ever grow anything in the idea is just that is that those those materials can be collected and actually put into a digester and that digester is one that would break down I believe it's the ch4 compound producing the methane and the methane can then be cleaned and conditioned and actually piped through our existing infrastructure whether it be through a blend or whether it be a certain percentage of r and g okay now that's key in the bill it discusses the very payment of those credits one dollar per diesel gallon equivalent of r and g is how they will do that for the producers and the users of r and g furthermore it further discusses who are the end using patrons that can use this credit here and that is users of our powering motor vehicles which highly on does right and then you sit back and wonder well where does the bev fleet fit into this they don't I repeat again they don't okay so my suggestion and premonition is such to uh probably say that um Thomas Healy and Andrew card probably knew that this was coming down the pike many many moons ago and you know I've been a critic of of highly on and their forthcoming information and if you're paying quite specific attention right now some of the information that's being released right now is indirectly related to highly on and not directly related to highly on and I think that is incredible it's creating an incredible opportunity the momentum in the space r and g has momentum behind it and I think that's phenomenal now the catch here for the producers and the end users of r and g the caveat is such to suggest that the r and g has to be produced here in the United States of America fantastic jack I'll take that okay and if you sit back for a second and you look at some of these farms I'm very uneducated on the infrastructure where some would exist that the infrastructure just doesn't exist in other words the cow patty that sits in the middle of the field is just where we are right now and that's just why r and g will fail that's not true that is not true at all the idea is that we do have the science behind creating this and harnessing this off gas from the the bio material basically which is defined in the bill on how this r and g needs to be determined r and g it's the off gas methane produced by the bio waste and very simple process of capturing cleaning and conditioning the methane to be put to our existing infrastructure or piped directly through new initiatives which are coming online here and there is further discussion on this and in the few talking groups as well about the new initiatives coming online with with r and g but the r and g has to be produced in the us I found that to be very very interesting and also the percentage of r and g that is introduced with existing c and g infrastructure in other words if it's piped through to produce fuel no matter what that percentage of r and g fully applies to to the credit even though it's going into a blend in other words it doesn't have to be 100% r and g it's just 27% 6% 50% whatever that is as long as it's a one gallon of diesel equivalent unit when compared to how much r and g is being sold by the producer then that will be the renderings of the credit that's offered to both the producer and the end user which is going to be great because the end user once the highly on product through the hyper trucker rx is sold to the fleets and introduced into the fleets that will be the the end users that's not including any type of membership credits anything as far as what they've worked out with a and g american natural gas to actually provide some in-house credits and further incentives for actually signing up guys we take a step back and we look at this proposal here which again i earmarked this is supposed to go into effect december 31st of 2022 in a few short months six months that's assuming that this bill gets passed i hope that it does i think it's a step in the right direction something that has got me uh encouraged on the bill itself is that it is with bipartisan support which is usually the pretty important in today's polar polarized political environment and getting anything done i i think even some of the staunch advocates at least now maybe in two or three months when highly on goes to 10 or 12 bucks maybe the narrative will change and i expect it to that there's no way that those folks that were so positive and then so critical and then so positive and then critical again and positive and then critical and positive and credit and and keep on and that and now they're back to positive again um is not going to continue with that wishy washy application and and jump on board when it is convenient to do so i would like to give myself a slight pat on the back in that i have never wavered in this opportunity i caught the most scrutiny through social media when i was being scrutinizing of the company and their dead silence on the line and i will not apologize for that i was right there was people that did not want to hear that no problem there's people who still are friends of mine to this day that thought i was absolutely not at liberty to do that i beg to differ i hold publicly traded companies to a level of standard that sometimes publicly traded companies do not hold themselves to and for a company to what i felt like at the time allow the company to to slip a little bit on their public outreach campaign uh was insufficient and you look at the uh reciprocation since then what have they done i believe that they've turned to 180 and i think where that same scrutiny was being rendered on the onset i don't think those same scrutinizing years are willing to acknowledge the improvement in that particular category and i think thomas helian and team they're doing a great job i do but i think the sources of some of these information now the ruwan hyper truck erx order that of course is direct delivered to the news wires for investors to consume and and interpret um but these these proposed legislation with regard to a much broader infrastructure play on rng really does suggest that highly on is in the driver's seat and it is exciting times and i cannot stress enough the importance of you guys uh taking a look at this opportunity now because i i tell you again when this momentum picks up it's going to be awful convenient for some of these bandwagon players to jump back on board again but i i i i don't i don't even know what i believe so i know um but i was one of those ones that were steadfast through this through the through the downturn and and and even some of the folks that would insist that they've been highly on bowls ever since the beginning they've gone awful quiet on the line i would suggest that i was one of the very few amongst a few others as well who have continued to beat the drum for this company when it was the most difficult to do so the irony for me is i believe that that was the most prudent time to be beating that said drum yep and if people heard and they did their own due diligence and they decided that the upside potential far outweighed the risk of further slippage in the stock price then i think you'll be better for it and it's speculation at this point to be talking in that particular language who knows maybe highly unholding never goes above four dollars again now this week was a nice catalyst to break above that four dollar mark and this video was going to be take on a little bit different form in that these so-called analysts right now it's at their price target right now so it is going to be incumbent upon them these are nine hundred thousand dollar orders that are being being garnered one after another these 10 share blocks i have no no reason to believe that every single of the hyper truck erx council is not going to have a certain percentage of their fleet devoted to order backed hyper truck erx is to introduce in their fleet to begin that kind of one-on-one how does this affect your route how does the best work practices play for you and and how can the hyper truck erx really help in driving that bottom line total cost of ownership over you know hundreds or even dare i say thousands within your fleet so you know that's going to be of interest to me to monitor going forward but i think this is the calm before the storm i don't know how long this bridging process is going to last i earmarked the latter portion fall of 2024 as excuse me 2023 as being kind of that that earmark of things should be starting to get interesting i think that with plenty of cash on the books i i think the ability to generate cash internally is going to be the key here in monitoring the cash burn situation and and ultimately reaching that equilibrium of of of being self-sustaining which this company is not currently everything that we're talking about is building to that end and highly on's got a lot of work to do but let me premise this for you unlike johnson and johnson that i talked about at the top of the live stream is it going to be or excuse me the video is it going to be safe to suggest that johnson and johnson has the potential to 10x over the next five years how about 50x how about 100x right i asked that rhetorically to put a dividing line between the value proposition and a johnson and johnson and the speculative nature of highly on and the sheer reality that the majority of their money is going to be realized on the onset in taking this investment prior to a lot of that momentum setting in and taking a foothold in the market right now as i feel like highly on is still out of favor in the market with all of these small wins coming in the folks that are doing due diligence on the company and are covering the company and also covering the landscape with such ferocity like silent alert on twitter who shares that information with regard to the landscape on rng you know that what the grander market is you know the deal with amazon and clean energy those types of things we know is going on and we wonder why the stock price doesn't move patience my friends patience patience is what it will take to continue to traverse what i feel like is that bridging type of situation right now you guys can join my facebook group as well i posted the entire proposed renewable natural gas incentive act of 2022 but i found that to be the most bullish news that was rolled out this week and i hope you guys see it as well if you were unaware please kick over and and link into that and take a read over it yourself it's only seven pages of definitions and how the actual rule will work and i thought the definitions and the actual striking of verbiage and how the the makeup and the and the the the key takeaways in how the legislation is going to be pushed forward was the real takeaway for me it was very very insightful and i would consider you guys to kick over there and take a look see the second piece of big news i think for the week was the rewound order this was a let me coin this for you guys and i want to continue to want to continue to focus on what i have discussed with this opportunity not necessarily being what it is that we know about the company but what we don't know what we don't and can't forecast with respect to incentives that are going to come down the pike new companies that are going to come online and we're going to talk about that there was one additional that was spotted in my area here in new york with new customers always um rolling the hybrid ex product and enjoying those products but the rewound order a lot like the nfi order snuck up on me i did not expect that now it's at the stage for some level of momentum to kick off and giving investors some sort of a of an understanding of what is going to unfold over the next few months with regard to getting the block of hyper truck erx orders and build slots solidified for them and getting those orders turned out to the fleet and starting that fleet validation and and potential improvement i think 10 it's got some scrutiny this week and i don't understand it at all um this is where um i i guess an uneducated lens would scrutinize an order 10 and say that's it that's all what needs to be understood about these initial blocks of orders is they're not small potatoes okay these are big orders these are nine hundred thousand dollar orders um highly on a realize anywhere from 20 to 30 percent on the margin for those that's fine it's immaterial it doesn't matter at this point what does matter is the magic number of 10 what 10 means is it gives them enough route exposure and i would suggest i don't know how they're going to roll these out through the fleet but an opportunity to put 10 units on 10 different routes whether or not they'll run to on the same long route or they really want to focus on their bread and butter routes or they want to focus on those routes that are driven by specific fuel availabilities on the routes i think these are some of the attributes or conditions that they'll look at within each of the fleets before they introduce these 10 but here's the thing we're looking for fleet validation here okay now if if all of these fleets i'll just take the last two nfi and ruan that have their 10 orders placed if each of these fleets find no deficiencies with the hyper truck erx i would consider that to be an ultimate failure an ultimate failure remember nfi has been around for 90 years ruan is a top 10 privately traded company it's a private company but it is a top 10 company and you notice that if you drive the roads those crimson trucks out there maybe those are ruan and they're very real they're they're a player in the space i'm super super stoked with highly on man because every time i would look at the hyper truck erx council and see ruan there i was like man these guys are silent on the line but the unfold this week was to actually get the insights from ruan itself the representative that was there and actually talk through the experience while in the hyper truck erx i thought that was extremely telling i i thought that it was fascinating but when i would consider feedback and and the lack thereof from fleets to be a negative what i mean by that is guys we we want things to come back and the question becomes what is the number that is optimal within each of the fleets to provide ample feedback to highly on to make those fine tuning adjustments on the tail end of mass scale production to make those integrations before they go to mass market this is the way i interpret it you can interpret it however you want i know there's people that would still consider this to be anemic orders and they're not going to be happy until thousands and thousands of orders are placed on the books i would contend that those people aren't even invested if ever in highly on anyway but for the people who are in the know and they truly understand what those those marker orders those blocks of 10 really mean well that's what it means and i would also say that if nfi never orders another hyper truck erx past this point we're done highly on will not survive without the information from the fleets and from follow-on orders from the fleets the hyper truck erx council is the tip of the iceberg we would expect that most of the information that is garnered is going to come from these 10 companies right here these 10 right here are going to allow highly on to interpret the information what works what doesn't work what works for routes what works what doesn't work how the trucks actually perform under load what how does it perform in hilly country how does it perform in flat country how does it perform in warm cold climates this is all this and much more information is going to be to to be garnered now remember it's not just about the physical point a to point b but also the technological gathering of data highly on already sits on a truck load no pun intended of data and that's really where a lot of the value in tesla was earmarked and it still is it's going to be the same thing for highly on when they are able to not only put those trucks into the rigor of the fleets but highly on needs to be prepared to actually monitor that rig monitor that unit provide that opportunity to actually do their on board monitoring system to initiate their their cloud and data and algorithmic data processing software all of this stuff is proprietary to highly on they own it exclusively now if they're having to do that for 100 and 1000 on the onset it's going to be too much it's going to be too much but this is going to allow highly on to focus on these 10 engage their team of not 1500 workers highly on has about what in between two and probably 250 at this point employees I could be a little bit conservative on that in that they could be approaching that 300 mark but from my estimation two to 250 they're not an enormous company yet they don't have all these hireings in all of these positions to focus on specific fleet observances and monitoring and I think that's where a value proposition with this company will come to fruition down the line but if anybody out there is disappointed at the 10 orders this is what I look at and I think I would take 1000 order right now just tongue-in-cheek because I would suggest not only can the OEMs not accommodate that order just yet because fleet approvals have not been garnered they have not been issued by by NIPSA and the EPA certification the carb and NITS and NITSA certifications for the the class 8 space which Cummins is going to hopefully help in a collaborative effort to make sure that that that unit can find its way to mass scale through certification but I think I think the time now is reflective of the orders in how they're looking to carefully and strategically step in to the eventual mass commercialization because once they get there there's no turning back and I know it can be maybe frustrating for some investors not me I'm fine I know inevitably we'll be back half of 2023 and we'll be having a different discussion about this company and I will be the one that will be the most eligible to have those discussions because it's going to be interesting how sleight of hand is going to take and I'm going to warn you now it's going to happen there are going to be creators out there that jump on the bandwagon and all I would ask for is just a small smidge and a loyalty and I know that's asking for a lot because I know loyalty in this world is a rare thing it really is but don't forget the one person that came on every single week and foot stomped this company when it was absolutely at its worst are we past the worst well I would suggest that the data would tell us that we are potentially past the worst now I say that tongue in cheek I have no idea what's going to happen but based on the recovery of the stock over the last month month and a half two months of basing in this anemic basement price and actually kicking up above that four dollar mark a couple of times now only to be retracted and get rejected at that level I think that we have more upside over the next coming months and especially going into the back half of next year I don't know from now until then we could be talking about a $12 stock we could be talking about a $30 stock and I will be talking with the same monotone delivery that I always do steadfast in trying to earmark what are the facts on this company what it is looking to go after what is its realistic chances of actually achieving that end and really trying to separate what it is that is for the most part a fairly bullish conviction on the company and the opportunity why wouldn't we be why wouldn't we be bullish on this why wouldn't we want to see this opportunity come to fruition why wouldn't we in a bipartisan fashion provide that tax incentive instead of that methane being off-gassed to the atmosphere and this is coming from my good friend Paul who about eight months ago said this very thing it just makes sense the technology is great off-gassing methane to the environment is bad for the ozone layer if we're looking to reduce carbon emissions and the damaging effects from methane why not take that and use it as a fuel source right and seemingly now it's just it's transitioned to being a cheerleader for Nikola motors which is interesting they're on their third go on the vote and I hope they get it I own calls on Nikola as well I do not own the stock I own long calls on the company but we will see what happens but stock market investing is one of those things that I think a lot of people get involved with and then they get angry when they can't figure it out I think arrogance and ego have a lot to do with that I really do man you got to drop that stuff and you have to talk about this stuff diplomatically and you have to look at it on what has transpired where we are currently and where that data could eventually line up into the future in in establishing somewhat of a trajectory about where we could be all right now coming up with the data and then looking at the trajectory that's what separates me from the masses because I think some people in their ability to maybe forecast what could potentially unfold into the future is a complete 180 from what I think could actually transpire with this company we will see we will see and it will probably prove us all right and prove us all wrong at the same time what I mean by that is I do believe that we have better times on the horizon for this company I do I believe that it will absolutely step up in its order book I believe that Peter Bilt and Packer have something in mind to help exploit what is a 45,000 truck producing OEM on the low side 55,000 on the high side they do about 150 trucks a day guys 150 $150 at trucks now if just a small percentage of that is made up of hyper truck ERX's with the which is what the OEM mandates would require them to do by 2025 how can you speculate that this company can't make it I would suggest that if Hylian doesn't make it it's going to be Hylian's fault it's going to be their fault not being aggressive enough not putting the right press in certain areas pressing to the government when they should have taking advantage of government and state and local incentives where they should have and didn't I've got complacent on the opportunity these are all things that I do not see happening I see no reason to believe that Hylian is not working on the top shelf with regard to their ethical standards of stewardship their code of governance and I think the top guy at the top is doing a great job I think he's a loyal loyal guy I think by his admission he is Hylian and I give him full credit I have a piece of in the back of my mind a little bit of I want to see this guy make it you know in this world where so many people struggle to get ahead so many people are struggling to get ahead new technology is tough to introduce because it is quickly deemed a target in the eyes of the you know the the investor community and the hedge fund community and it's like they don't care about the company or their initiative they care about you know their own agenda and making more money for themselves and I think the disconnect between that activity and the little guy the little guy the few thousand that I talked about at the top of this video that can tune into a Hylian video and really understand what's going on I think there's going to be an immense amount of money that's made in this opportunity and like I said I can't go back in time when we do meet that end and reflect back on this time right now we are in that time now and I cannot stress enough how important it is for you guys to take heed of this opportunity right now do your due diligence no problem I'm not telling you to do one thing or another you can do whatever you want you know where my loyalty lies I shared that openly with you guys and I don't BS people if you think for a second that I come on and I say that and I don't hold what I hold you are mistaken you do not know me very well that is exactly down to a few hundred share within a few hundred shares twelve thousand two hundred on the share ownership side and then the leap side of the house those forty three or so contracts leaps contracts that I do have on the company but there were one orders great four thousand in the fleet and it's going to be nice to see us transition from these ten orders allow those fleet demos and winter validations as well and certifications it's going to be great to see some more footage on how Cummins is helping to collaborate with highly on and allow this this process to really play out and set themselves up to step into mass commercialization all right so the reward order was worth mentioning from this week and the last thing that I'll mention in this video maybe a little shorter today on the delivery I don't want to be too long-winded usually I'm able to to put 60 minutes on the docket for highly on every week and that's great if the information is there to be garnered but there was a sighting up in New York from pretzel and they were running the hybrid diesel electric and this was a company that I actually tried to google I couldn't find it I don't know if it's a small company large company I don't know but it really does speak to the reach that this company is is pushing out with their hybrid sales and remember what the hybrid sales means to 2022 let me repeat what the hybrid sales mean to 2022 it is it folks and the stock owners in this company know exactly what I'm talking about are we going to meet that 3 million this q2 oh I'm interested yeah I'm interested sherry baker says no problem I have no reason to doubt her she is a fantastic cfo she is my favorite executive sorry thomas but I think I think sherry is really going to play a critical part here in the in the financial governance of this company and on the onset I think we are all going to owe her a debt of gratitude for shepherding this company through what will be the most difficult time in the company's history with regard to navigating how they deal with their cash spend against their capital expenditures per year and and how quickly they ramp up in in a careful and delicate balance between the importance of continuing to grow but also adhering to a responsible financial stewardship and discipline but it's it only speaks to the hybrid sales and that's going to be something that we're going to want to earmark here in this q2 earnings report here on august 9th with regard to their sales I I don't know 800 000 a million um you know she said that the the sales were probably going to come in in its bulk in q3 and then in its totality in q4 uh boy that's tough for me that's just really tough for me I hope that their crm that they have which is forecasting those sales based on existing clients um is given them accurate forecasting because I tell you what if they come up short of that 3 million uh it's going to be a real disappoint for for me and I you know the difference between 3 and 5 million is both immaterial uh aside from the company being able to generate revenue but 5 million is still not going to move the needle but it would still suggest that there is demand over the product the hybrid EX product which is indicated by these fleets out there that are being spotted in nature by pretzel so I I don't know much about the company I I'm certain that the discord group is probably found a lot more information on that front I just don't have it at the time of sharing with this video but you guys would have that information if you would just follow silent alert uh again silent alert is the handle on twitter um highly recommended if you don't like twitter which I don't I hate it I despise that it's stupid um but I do follow it for information and I do follow to generate a slight churn on social media because people get all fired up it's funny and I don't make a dime on twitter so um I do it just just for fun but you know in closing I do want to recap take a look at the renewable natural gas incentive act of 2022 you can just google that you can find it I believe senator burr uh and senator warren I believe are the two flagship authors of that proposal going forward uh kicking out the one dollar uh r and g uh credit uh per uh diesel gallon equivalent unit of r and g sold and used by producers and users alike um it can be used uh for the blended uh application as well which is great so it'll be awesome to see that come to fruition we'll track that it is proposed legislation um it is not finalized just yet but um it just shows that the people are thinking about this topic uh in more of a capacity that would suggest that r and g is dead on the vine and not a viable solution to be looked at amongst the landscape of a lot of different viable solutions out there and I've always suggested again that it's not going to be a one size fits all I've said that from the beginning the question is whether or not highly on holdings can find their place in this in this one trillion dollar industry that is the question um I think Tesla will find their place I think Nikola will find their place I do I think they get the votes I think Hyzon has already found their place and is making waves in this space and it's indicated it's indicated by the interest on the fleets that are purchasing these products so early on in the game which would suggest that we are in a movement toward something much more grand in the EV space uh and now is the time to be taken a look at this space as far as your opportunity uh to potentially profit from it guys so I appreciate you tuning in to this weekly highly on update leave your comments at the bottom of the video if you think I've missed something in this weekly recap share the message with anybody out there that's interested in the space have them come on I would invite you to subscribe hit the notification bell so you're notified when I put these videos up they usually post on Sunday I do the weekly update because this company garners that level of close scrutiny attention and also praise for the work that they're doing on the EV front looking to be the leader in electrified powertrain solutions going forward in the class eight space guys thank you so much for tuning into the video and good luck in your investment future