 Hi guys, so welcome back to the Independent Investor Channel. Since Highlyon doesn't want to put out any news, I will do it on their behalf. I got a little bit tired of putting out content on a weekly basis, only to see the company, which is a $1.3 billion company, fail in most capacities to keep shareholders up to speed on the progress. It's being made at Highlyon Holdings, the company, which is absolutely driving the stock into absolute oblivion. There's been a lot of people that come to the channel and they feel like it's good that we continue to discuss the progress. I do a pretty good job of capturing the way people are feeling right now. I think we're at the tail end of coming out of kind of a dark period a little bit. I'll just sum up the way that everybody's feeling right now in Highlyon for sure. What do we know? What we know about this company is that if it came public right now, with the news that's transpired over the last 18 months, the stock would probably be at least minimum $25. The stock has really entered into the marketplace at a very unopportuned time. It's gone through a global pandemic and it has also gone through a chip shortage and I think a material shortage as well that has transcended into multiple industries and I think they're suffering for that. I think Highlyon is trying to get its footing here. I do. I think there's a lot of people that are really coming forward with some really interesting theories on the stock and where it's potentially going to go and I think people are losing their mind right now. Again, people feel like drinking some Jack Daniels but they feel the same as me. They're frustrated at the lack of transparency and I interview CEOs all the time on the channel and what I hear is a common theme across any publicly traded company is the inherent and baked in responsibility of a company to drive shareholder value and the company is brand new. Whether or not they're able to drive shareholder value into the future is yet to be seen. Some of the things I hear in some of the social media threads are of interest to me with regard to some of the presumptions about Highlyon and perhaps maybe holding them to a standard that they're not ready to be held to yet. Some of which are interesting enough and I can absolutely understand that right now with the share price as recessed as it is and as oversold as it is, it's easy to pick fun at and just go buy Tesla if that's what you want to do because Tesla has all kinds of runway and seemingly goes up every single day on a more appropriate scale and a little bit closer to home to the SPAC and the EV space that's closer to home. You could probably just sell your holdings in Highlyon and just go buy Nikola because Nikola is not a corrupt company and evidently Thomas Healy is a corrupt CEO. These are some of the things that are being thrown out and I'm not sure if people who throw these out really realize how ridiculous they sound when they throw it out but some of the other ones that I've heard is does the product actually work? Highlyon is working on about three million miles of road validation. This company's been around for going on about seven years, came to public markets here just within the last 18 months and has caught all the scrutiny that a new company should catch coming out of what has been a SPAC debacle. Let's be real, 2020 you could have invested in anything and made money and this year everything that has anything to do with the SPAC market is getting absolutely annihilated, doesn't even matter. I notice a distinct correlation in how the stock trades from day to day to the likes of Highlyon and Nikola. Now Highlyon has real trouble going on with potentially cooking the numbers a little bit, perhaps maybe over emphasizing sales numbers and they're being investigated so the articles read. I don't know if I put a whole lot of stock in there. Highlyon sounds a good company actually and I think there's a lot of piling on right now in the media. I think Highlyon knows exactly what they have and how has it worked out for Highlyon releasing good information up to this point. Now the stock market has dismissed everything thus far on the company. I want to discuss a little bit about some of the misunderstandings about Highlyon and the expectations that have somehow come to the surface about Highlyon needing to somehow generate profits right now when on the last earnings call they basically said that 2021 was going to be immaterial revenue. Now they may surprise to the upside and I believe that they will. Q3, I believe they're selling hybrids right now. I don't know why the reason for silence on the lines. If you have any ideas about why that could be, you could basically come to me and say that the company's crap and they'll never sell another product and that they've done all this work for naught. You could be right, that's a hell of a theory. You can leave your comments absolutely if that's the way you feel and I typically do have those people who come into the channel and for whatever reason when they see a Highlyon video they want to put their opinion down whether it be negative or positive on where they think the stock is going to go or where the company is headed or holes in what this company is trying to achieve. I think perhaps maybe we can all come to a consensus and say that perhaps maybe if Highlyon does succeed it will be better for the environment. In other words maybe the earth needs a solution like Highlyon. I digress. A lot of what I think gets missed too is that a lot of the bears will point to all this emerging competition that seemingly has been sleeping over the last 150 years of the trucking and transportation industry relying on one means of transportation and that being the internal combustion engine running on diesel fuel here which is extremely pollutant. There's been things through the DEF initiative to try to help clean that up. Compress natural gas has been put into some services inadequate in a lot of capacities for those trucking industries that need additional horsepower. So when a company like Highlyon comes along and really has a solution for all kinds of different applications specifically the diesel hybrid to save on the fuel side of the house for the fleet owners that put this into service as well as to add the additional horsepower on the CNG side it's amazing to me how many competition how much competition comes out of the woodworks when a company like Highlyon comes to the forefront and all of a sudden all of these OEMs are scrambling to make this product. Now I don't put a whole lot of stock in all that but right now the company's being piled on and you be the judge on where you put merit in what you hear about the potential of Highlyon being run out of the building. Now all of a sudden that for the last 18 months they've woken all of these different companies up and all of a sudden they're scrambling to provide a solution to the marketplace that is on par or better than what Highlyon has as a solution. Yeah find that ironic. Let's keep that in the back of your mind. Is Highlyon being too quiet right now? I believe that they are. I do. I don't have a reason for you and I wish I did. I think I have some level of insight in that I've actually taken the liberty of emailing investor relations and calling and I am a long shareholder in the company and continue to be. I'm just as bullish now as I've ever been based on the due diligence that I've done and the actual reason for why I've invested in the stock in the first place and it all comes back to the original information that I was able to garner in the Highlyon story right from the beginning all the way up until now October 2021 putting this content out through YouTube. Extreme amount of progress has been made on multiple fronts. The board has been solidified. Now through the board being solidified it's amazing how we can take that information and turn it as a negative to say that all of a sudden because these board members have been appointed to Highlyon holdings that all of a sudden we should start hearing about results that are garnered by nature of the board being appointed and or those connections being levered and producing results on the bottom line. Who's to say that they aren't? Honestly I think it's interesting enough to where we go back and forth on different sides of the argument when we're talking about Highlyon and I think sometimes imaginative thoughts come up about where the company should be that there should be a cape on Elaine Chao's back and somehow she springboards this company into all-knowing greatness overnight and I think sometimes the reality of the situation now is such that Highlyon is going through product validation at this very very stage. Now the hybrid version EX1 is available now. Do I think that it as of August 30th is just going to be an overnight success? I don't know. I don't know that there's not sales being garnered right now. We're about 35 days away from Q3 earnings coming up in November. It will be interesting to hear from Thomas Healy on the updates the company. Now do you think he's not just going to deliver the Q3 report because they have extended the silent period at Highlyon which has been interesting to me. I mean they've done a really really good job of using open public time to share information to actually go into a silent period. I don't have a justification for it. Again I'm open to your speculation in the comment section of this video but it's been frustrating enough to see that the floodgates have opened right up to the continued scrutiny of this company which really is void of any bad news. I think it does take a touch of imagination to speculate that no news is somehow bad. Now interesting enough, Nicola has been extremely silent on the line here and the stock action in Nicola seems as if it cannot go down. It can't. Now at its peak it's come off immensely down here at about $10 a share but I typically like to look and monitor Highlyon and when Highlyon gets back up above $9-10 I won't be coming out with these videos quite as frequent. Once we get the stock up to around the $12 mark which is I think at least a discussion about where it could be respectively right now at $7 in some odd sense just shy of $8 we're nowhere close to that. Trading at two times cash is embarrassing, it really is. I think the value that has been disintegrated over the course of the last 18 months has been just about as close to as embarrassing as you can possibly be for the company and I've told them this and there's no excuse for it. Have they done everything they can do to drive shareholder value? At the time of shooting this video I think anybody could look at the stock compared to the company and say no but is that really fair? I want you to stop and think about that for a second. If the stock was trading for $25 right now would you say hey this is all great the stock is reflecting what the company's doing? You guys need to understand that all too often companies are severely disconnected from their stock price and I think this is a very very specific indication of that very thing. I do believe that there are elements going on behind the scene of manipulation. I do believe that there is some level of angst within the shipping community to just jump on board the first technology that comes along without proper validation. Validation is going to be the key here in getting these shippers to buy into the specific philosophy or solution that's being put forward. It is going to take that validation. There's no matter of selling that can be done on Hylian's part to be picking up the phone and selling the said product before ample validation has occurred it's just that simple. I hate to be the bearer of bad news but since Hylian doesn't want to come out and be transparent maybe they just don't want to deliver bad news I don't know maybe they're withholding good news I don't know it's speculation on my part at this point and I typically enjoy sitting on the sideline and listening to equal and sometimes even more absurd speculation on where this company is and what it is or is not doing. I have no doubt that the Hylian team behind the scenes is doing everything in their power to write this ship and to drive shareholder value in a way that is going to pay off enormously into the future. I think it's going to take time and I know that's something that stock owners and the company that have been owning the company this whole time do not want to hear but I think in relative terms there's a lot of people out there with maybe a few thousand bucks maybe tens of thousands of dollars maybe hundreds of thousands of dollars I really don't know but what really amazes me is the lack of perspective and the one-sided thought in the expectation of a company like this in other words had you entered into the stock and it had done exactly what you had wanted it to do and that's go to the moon not sure what that means in the time that you dictate and in a manner that you dictate and provide you with a perfect big red bow around the neon green ticker symbol when it's time to exit said position that you could tell all your buddies that you made a few thousand bucks or a few ten thousand dollars or maybe even a few hundred thousand dollars that you are an incredible investor because you did the due diligence necessary to enter into a company at its very early stages and see that investment through right I think there's a lot of people out there that are very much ill-prepared to enter into investing in the first place I do I think for a lot of people out there I think the expectations of the stock market are as such I invest and I expect to make money and I expect to make money in the capacity that I deem the way that I want to make money okay and whenever it doesn't happen in the way that they think that it should happen or the company should act in a way that they expect the company to act or things don't turn out the way that they expected it to turn out remember the company's 18 months old that's it okay seven years the company's been uh incepted been a publicly traded company here just as of late and in the stock market community a company that's been publicly traded for less than two years is absolutely premature okay this company is attempting to revolutionize an industry okay and your expectations of that company is to revolutionize that company when you see fit sometimes I wonder about people's motivation and when they do get involved in the stock whether it be for a couple thousand dollars on the hook or a few ten thousand dollars on the hook I think it's relative I don't really think it even matters to be honest with you I think there's a lot of people out there that just from the beginning had no level of expectation about what they were getting in for and when it started to get awry on it they forgot everything that they originally studied if anything at all because anybody who's done due diligence on this company understands what they hold they do it's an amazing opportunity to get in on a company that has technology that absolutely works I've heard people out there say that the technology does not work I beg to differ and I would challenge anybody out there that has the ability to find said competition that can boast a thousand plus miles on the erx and 75 miles on pure bev power to accommodate for specifically the california market which I've said this many many times I have no doubt that highly on is going to cater to the california market and the five others as well that actually are leading the charge here to actually do what highly on is aimed at doing and that is doing putting forth a solution that is better for the planet that drives the total cost of ownership over time for fleets which that is going to be the bottom line for these companies that sit down with highly on and are able to extrapolate the total cost of ownership once the dominoes start to fall and these companies can absolutely report back to highly on and say you told us that you could deliver x and we've been able to validate that you delivered on your promise how do you think that's going to be received in the industry you don't think that you're going to have people lining up to press their oems to make this product available to them as well you don't think that there's going to be people that are looking to jump ahead of the innovation council to get their start you don't think that the risk reward of a lot of these companies out there not to be last in line to put five to ten hyper truck erx orders in the hopper with the oem to start integrating the fleet with these solutions where it makes sense you don't think that that's going to happen i think there's a real disconnect from the people who have done due diligence and understand based on the information at hand and i will concede that if the information at hand is falsified i'll be wrong yep and that's really the disconnect that is really the impasse that we are at between the bowls and the bears at this point the bowls are putting stock or putting investment whether it be hundreds of dollars thousands tens of thousands hundreds of thousands behind the very proposals that are being put forward and the solutions that are aimed at the hyper truck erx long range class eight trucking that requires the horsepower at the maximum remember what direct power does electrified power is incredible it provides an extreme amount to torque an extreme amount of power so those heaviest of loads can be actually transported by these transportation companies that demand that in specific service okay furthermore the cng application and the solution that exists to provide the extra horsepower to provide those hybrid units that allow for that little extra oomph the very thing that we got excited about 18 months ago when we looked at the ability of this truck to actually add more horsepower up the hill and actually charge the batteries on the way down this is really cutting edge stuff the ability to make a smarter truck and as the truck rolls down the road to actually capture that data in the cloud and actually look to use that data to become more efficient right now for the last 150 years a truck just rolled down the road with the expectation that they were getting cargo from point a to point b goods were being transported from point a to point b driver tendencies were not being considered efficiencies were not being considered because there was no real way to capture those efficiencies now we have a way to capture those efficiencies we have a way to actually add to the physical efficiency of the truck but actually capture that in a way that we can sharpen the efficiency and make it even better over time the highly on provides those solutions for each of those so it covers all the bases the ability to come into existing fleets and retrofit a hybrid unit to existing trucks to allow companies to dabble in the technology the hybrid uh highly on brings to bear is absolutely phenomenal the bears will say that they won't sell any I beg to differ I think industry wants to do right I do and I think until they're provided some sort of TCO benefit and or in some capacities they'll need to be provided both an incentive to take on new technology and put it into a testing and validation phase for themselves i.e a government grant in that these companies will look at it and say you know what if I'm provided this incentive what do I have to lose if the TCO provides me the cost and fuel savings over x number of years basically I get the unit for free and these are some of the things that those out there who have done due diligence on this company understand what they hold in their portfolio whether it be hundreds of dollars thousands of dollars tens of thousands of dollars or even hundreds of thousands of dollars on this opportunity for retail investors I guarantee there's going to be people out there and investors who look back on this very opportunity and they wish they would have it will be one of the many stocks that we all look at we say where was I how did I not know about this where was the person that was providing awareness opportunities on this company how did I not come across this opportunity and at least put a few hundred or a few thousand or maybe even a larger position into this company and feel like I'm part of a solution that is better for the planet yeah it's going to be better for the freight liners the shippers out there that have been dubbed the number one polluter on this earth bar none hands down I think that's a black eye that they're tired of being dubbed with because it's the truth and I think large companies out there need to be provided that incentive I need think they need to be provided a swift kick in the ass to be honest with you because highly on is right there for the taking and for whatever reason the stock has been layered on it has been piled on for the last few months and especially over the last couple it's been extremely tough I consider this to be the dark period I do but I actually have a feeling that we're probably approaching a catalyst within the near to medium term that's really going to shake this stock out of its slumber is it going to be 750 next year I don't know is it going to be 752 years down the line I don't know is it going to be seven dollars and fifty cents five years down the line you guys ask yourself does it have a better chance of doubling from 750 here to 15 to 25 by the year's end or do you think highly on is going out of business do you think they've done all this work put together the connections that they've put together the connections to the US government the tailoring to the Bev credits the the fuel cell credits that are are coming to the forefront now by some of these states that are leading the initiative do you honestly think that the patents that have been filed are just going to dissolve away do you honestly think that Thomas Healy is a crook really I'd encourage you to watch most of his interviews the guy seems straightforward to me he seems like a very very young CEO that is an absolute success story and all he's trying to do is take his solution to the marketplace to yes disrupt disrupt an industry that has been polluting this earth earth for over 100 years the solution is right there and that swift kick in the ass is all we need and in the investing community we consider it to be a catalyst I do presume that we're right around the corner from said catalyst I don't know if the stock goes much lower than it is right now I've been saying that for a long long time I've been a long shareholder in this company I've never been so bullish about the company than I was 18 months ago when I started investing in this company because of everything that has happened from the company the stock in and of itself will absolutely it will absolutely wake up when that catalyst is reached and I think we're approaching that catalyst mark my word guys stay patient stay keyed really what it is going to take through that product validation and the time necessary to make sure that the product is something that can be verified on the bottom line that is where the value of this company is going to be realized and that is going to be the very pressure that goes against the OEMs before we scale up to mass production at least here domestically in the US guys if you appreciate the message and to make sure and subscribe to the channel share the message with anybody out there that you know is invested in looking to take a position in or just looking for some level of information on Hylian I typically do a pretty good job of actually putting out content that speaks to the masses and actually summarizes how everybody's feeling hope you enjoyed the content that we have coming through the channel leave your comments at the bottom of the video I do review these I get a ton on these Hylian videos a lot of fun guys take it easy thanks for tuning in to the message and good luck in your investing future