 So it's been a minute anyway since I've done a highly on video, at least this will be the second one since Q3 earnings rolled out. You know, I've been indisposed in real life issues coaching tournament soccer finishing up that obligation as well as some birthdays in our household. So, I wanted to put this out a couple days ago it's been a little overdue that's fine. I really try to combat the negative sentiment out there in the market. I have my issues with the company, and they are specific to my own evaluation of highly on. They are not influenced by the masses out there, especially folks out there who really are taking a short term vision on the company which which I think is ill founded. I think you're going to set yourself up for failure anyway. If you're looking to do anything other than look to the horizon with a company like this, there's going to be setbacks. There is going to be the issues that come along that would be unforeseen and could have been unforeseen 18 months ago when the company came public brand new company 150 employees here that we're working with. I was able to speak with Lewis, some of you guys that are reaching out to investor relations. Lewis has been great with me, and you need to understand he's not the PR guy. Okay, Miss Maloney is as well. Okay, so whatever evaluation you have of the highly on team for putting out information. You need to understand a little bit more about what their specific roles are with the company, and on what it is that they do. Okay. That provided me some insight to let me know that New York's New York went great up in Rochester with Wegmans went great. So some of you guys that are feeling like they should have, you know, dirty dirty the the truck up and drove it up to Rochester, maybe maybe you're not. Perhaps maybe it's a lot a lot along the lines if they're delivering the first truck to the first fleet, perhaps maybe they took a perspective of imagine if you go to the car lot and you're buying a new car. And you see that it's been used for, you know, 6000 miles and you're advertising it as a new vehicle. And I think highly on was looking to make sure that everything was spot on perfect. They know what the truck can do. And just as of late, Depmar released an interesting video one that I was really hungry for I thought it was fabulous. And it's something that gets missed all the time with this company and that's totally fine. The stock's going to do what the stock's going to do in the short term there's there's absolutely nothing you can possibly do. You can go to the upside people are be clamoring and telling everybody that they knew, you know, they knew that it was going to go up and there's nothing that you can say or do to help justify the moves to the downside or the upside in a stock. And that's what people just miss all the time with stock market investing. If you want to go find a mate in this life, you can mechanically help yourself do that. You can apply passion, you can apply effort and give yourself a better chance of fixing your situation, ie being alone. If you have a physical ailment, you can go to the doctor. If you need medication, you can do something to help yourself get better. If you have a vehicle that's not operating properly and it needs service. You can take said vehicle to the service station, and you can get that potential situation remedied by nature of human action. The stock market is the only thing that I've seen and this is what I love about it is that you can think all you want about what you want to see happen in a stock. You can put whatever threads you want, you can make up whatever hypotheses on a specific stock, you can come up with all kinds of different rationale as to why a stock is doing what it is that it is doing in the current short term and even medium term. And this is where I think the fallacy of a lot of people lies, they really do. Because here's the thing, there's no amount of mechanical application that you can make on a stock to move it either up or down. It just doesn't work that way. You can hope, you can think, you can lose sleep, you can stress out, you can try to influence others in your decision. None of it matters. Because, and I chalk it up as feudal, the stock is going to do what the stock is going to do in reflection of what the stock market perceives to be the fair market value in a company and the stock market gets it wrong all the time. This is where opportunities align. Okay, if you think that the stock market is just as easily as blindly buying Tesla, then by all means apply that strategy. I hope it works out for you. I hope you make money. Okay, but anything other than conviction on a company that you make the decision to either buy or sell on is more of a mechanical decision rather than an emotional one. And I think people all the time they make a mechanical decision to put some dollars to work in a company or any company at that at that point. And any every time after that buy point or sell point, they do everything in their power to justify them either selling the position or buying the position and it just large institutions have provided us a template us being retail investors for many many decades. Okay, many, many times over, institutions will profit from situations like this, where companies with value, not tangible value now, but value in the future and I'm going to talk about five things as to where I see that value lie into the future. Okay, not now, but in the future. Now when I say not now that creates an environment where people who for whatever motivation for for whatever motive can come in and they can pile on to a stock like this and many others and and make a lot of profit doing so. Okay, short selling is a big, big business and there are no protection laws at all. When a company like highly on and many others that have technology that they're looking to introduce to the marketplace but they don't have earnings yet. It's a treasure trove. It's a target. Okay, for short sellers to pile on to the stock and make it that much more difficult to drive some sort of positive sentiment, which is the only thing that I will say that helps create a little bit of tailwind in a stock, rather than create a bunch of headwind in this in the stock, obviously there's headwind. The stock is up 100% of the time and after, after hours markets, but then it comes to the open market and sentiment and for whatever reason, the stock market whether it be a daily volume, whether it be the amount of buyers in the open marketplace drives down the stock most days. And that's where we sit right now at this dismal entry stock price of around $7 at the time of filming this video. Now do I think it's going to drive down even further it's really hard to say, but right now the justification with the cash and cash equivalence on the books of about $600 million. Really, you're not paying that much for the actual tangible business, the board, the patents, the technology, the opportunity that exists there and we'll get a little bit more into that but before we do, let's talk stock for a second. Okay, the independent investor channel is actually an investor in highly on have been since the beginning. I took my first set of liquidation at about the $27 mark on the downslope. Okay, I felt like it was caught up in a slippery slope there. I went ahead and took some profits and started to incrementally buy the position sub 20. Okay, so there was some positions that were put in sub 20 and I thought he'd had dipped enough and I really didn't want to wait a whole long time. Before I entered capital back to work in the company. So I've strategically based and thrown a lot a hundred share couple hundred share positions at certain times over the last one year of basing out this position. I've got my cost basis down to about $11 and 30 cents in one of the accounts that might be a little bit higher than that. I do own it in multiple accounts three specifically in larger positions. But to declare to you now but all told, we've got 12,450 shares. Okay, 12,450 shares my conviction in the company has not changed. I have seen no reason at all to change my thesis at all. In other words, my long term prospects for the company going forward holding the stock now. This is how I look at it. If the company came out and they said, look, these are things that we have to worry about internally, not externally, but internally I may change my mind on that. Now I'm kind of a funny investor. There's a lot of people who come to the independent investor channel for whatever motivations they get out of it. A lot of people come in just for my highly on reviews and that's great. I know the company inside and out. I know where to put the pieces together with highly on and you kind of need to do that a little bit. Because if you just looked at the company now and weren't interested in the space in general. I don't think that you could manufacture the level of due diligence that you'll need to substantiate a position. Now if there was any time to substantiate a position. It's now. Okay, don't talk to me when the stock is doubled next year or the year after the year after, or even tripled into 2022 ladder 2023 2024 and beyond. Don't come to me and ask me Ryan is highly on a buy here at 30. Okay, I'm telling you right now if there's going to be have ever been a better time to invest in the company. It's right now at $7 a share. But I will not provide that dialogue once the share price starts to move up. And you're asking me to thread the needle on a company that I've been bullish on for 18 months. Okay, so have fair expectations. All right. Now we come, we are coming into tax loss harvesting season there's been some folks that have, you know, declared that they're going to take the tax loss. I haven't made my decision yet. Right now I'm on the decision not to sell. I'm not going to declare you can only claim up to 3000 there was some floating around that you could claim up to 4000 I was able to validate, you can only claim up to 3000 and tax loss. And for me to reduce that tax burden on some of the gains that I've had around 12,500 of gains to reduce that to 9,500 of tax liability on that amount is really the deliberation that I have the bottom soup to nuts answer for you guys is that I should do it, probably save me $10,000 of tax obligation that I that I wouldn't have to pay if I take the tax loss. But the bottom line for me right now. And if you said, Ryan, give me a decision right now the answer would be no, I don't want to sell the shares. I don't. I don't want to sell the shares. I don't want to allow a pocket or a vacuum for investors to sneak in and really start to take advantage of what I think a lot of people are going to be doing. tax loss harvesting when I can just exercise my right to hold the shares because I'm bullish on the company long term. So it does not fit with my, you know, my thesis I would absolutely if I took the tax loss on the shares backfill it with at least some cash secured puts on the downside. But I've looked at the premiums on the downside guys they're not that attractive, which tells me in the options market that they're not betting on this company going that much lower. Okay, in other words, it's not worth buying a few contracts at the $5 level to make $50 on a month out. It's just not worth it to me. I'd rather hold the shares. Okay, I've made a lot of money collecting premiums on the downside, especially with the cash secured puts. And I'm not feeling that that's the best method or remedy right now in the company. Okay, now let's speak options a little bit I do own some contracts I'll declare to you now 31 total contracts. I'll give you the breakdown of the four sets of contracts that I have 10 at 10 2023. Okay, so 10 contracts at a $10 strike 2023 expiry. Three contracts I picked up on that real deep swoon that it went into in the upper sixes. I was able to pick up some really nice premium strike at $7 for 2024 so push those out long term eight at 10 2024. Okay. So finally, 10 contracts that I've held for a long, long time. I'm really underwater in these contracts, but again being bullish long term I don't think that it's too much to ask the company to get above the 1250 strike at 2023. Okay, so that's the options run down for you guys. I will just caveat this. If you're coming into the independent investor channel to try to copy my position, or take my bullish recommendation on the company to justify your own position. You're wrong. Okay. I've spent hours on this company. I've spent a lot of time and outreach. I've talked to at least one person that's internal with the company who's in charge of investor relations. And it's been positive every time I do offer some harsh criticism openly through social media, because I do footstomp the lack of visit visibility at highly on and that is my personal assessment. It doesn't mean that I'm right. It doesn't mean that it's merited. It does not mean that it's warranted you guys are going to come back and you guys are going to hate me for saying that. But if you guys want to agree with me on that thesis. That is all it is is an agreement with me on my assessment of that. Does it change my disposition on the stock. And this is just where me and you look at money differently. Okay, it's just where me and you justify and rationalize different things in why we take investments in certain things in our life. Let me give you a couple of examples. Why is it okay to enter into a home? Okay, at a half a million dollars at an at an absolute all time market high when everybody out there is talking about a real estate bubble. In other words, there are experts telling you right now that if you buy, you run the greatest risk of losing money on that home. If you want to sell it in the short and medium term. Okay, we are due for a correction in real estate values in this country. It's just one example. And it's the best example that I can offer you and the most justifiable. If there's people out there looking to buy a home and they've saved up and they've done what they need to do to enter into that property. Here's the thing if the market does fall off a little bit. If you're in Hawk 50 $100,000 in that home, that is deemed socially acceptable. It is people will congratulate you. They will come to your housewarming party. They will bring you a bottle of wine. Okay, to celebrate your investment in that said property. Okay, let me give you an even better example. Okay, people out there that justify going and spending $75,000 on a new truck, or a sports car, or Tesla. Okay. So you can put it in the driveway, and you can clean it up. And you can have it just sparkle for the rest of the neighborhood. Okay, that is socially acceptable. And it is deemed a status symbol. Okay, this is why people gravitate toward this type of activity. And it's just, it's almost like a sick ambition to pursue ends in this manner. When you know, and I don't believe that they know, but I'm telling you that that investment of $75,000 has a 100% 100% chance of depreciating and value, almost to the point of a very anemic percentage of the total value after five short years. Okay, it is planned failure in the eyes of the investment world. And a lot of people will say I agree with you Ryan you know a car is not an investment we all know that. Do you do you really know that. Okay, unlike the home that I put into the category of a long term appreciating asset. I gave you the example of FOMO buying at this high market. Because there's not going to be any more real estate within the next five years, and it's all going to be full and people who don't jump on this bandwagon are going to be out in the cold shivering like a wet cold and hungry dog. Okay, you need to FOMO buy no matter what if the home is worth 300,000, you have to pay $500,000. Why is it so socially acceptable to enter into an asset like a truck that 75,000 when I just told you and these are these are not my opinion this is a fact that that investment. It's an excuse to show off to your neighbors is what it is. It's keeping up with the Joneses. Okay, it's your existing car isn't good enough because you've had it for eight months, and you're tired of it it needs a new set of tires. You need to go justify because there's existing value in it. Okay, you don't acknowledge the fact that you paid $50,000 and now after one year, it's probably depreciated 10 or $15,000 in value but you're willing to trade all that in, you're willing to sell the farm and the ability to put that depreciating asset in your driveway. Why do I, why do I give these comparisons. It's because when you're looking at a company like highly on that I've taken a position in, and I've declared to you now. I'm only just absolutely faux pas. And there's people that come in and they believe wholeheartedly that I'm off base, like, in other words, how dare I, how dare I take a stake, an ownership stake in a company, a sizable one at that. Okay. It's because of the justification. Okay, it's because of the application. I don't apply the same methodology in my stock market analysis than I do in owning real estate. I don't apply the same rationale in my stock market investing that I do when I go purchase an automobile. Okay. I acknowledge upfront that those dollars that are going toward that automobile purchase has a very, very good if not a 100% certainty that it will depreciate in value and it will not be considered any type of a valuable asset into the future in so far as having the opportunity to invest in value. Okay. When I look at my cumulative net worth. Certainly, I can put a $25,000 value in it at that specific time. But over time, that asset will cost me money. Okay. In other words, it will go down in value. The staunch comparison that I draw between real estate stock, autos and many other appreciating types of assets out there vacations or paying for experiences, right? But once that experience is done and we've taken all the photos, and we posted all of our stuff to Instagram and Facebook, those dollars are gone. Okay. I come back to the highly unpositioned that I have. All right. Taking an ownership stake in the company requires all of the pedigree that I talked about upfront and it is not. It is not in anyone's best interest to apply a methodology to where you think that you can look at something and you can fine tune it. You can adjust the governor. You can take a wrench and you can apply some pressure to it. You can get some consulting help. You can get some help yourself. You can stress out about it. All of those methodologies have proven futile in the stock market and they just don't work. And we have talked blue in the face to retail investors over and over and over again in that you have to be willing to apply infinite conviction when you enter into a stock. The big institutions are showing us exactly how to deal with this right now. Okay. I don't see statements out there from BlackRock. I don't see statements out there from Vanguard. They don't cover stock in that way. Okay. They're taking ownership positions in said companies because these said companies meet a certain criteria to be included in their certain indices that they represent through the products that they sell. Okay. And they can sit on a company as long as they possibly need. All right. So for you guys that think that Hylian is somehow going to go to the pink sheets, I think that takes a lot more imagination than looking at the five elements looking into the future that I'm going to discuss right now with Hylian as far as my bullish conviction on the company and what it's going to take to actually materialize a successful investment and it will be done so free of emotion. Okay. That is just what it takes. And I'm sorry to scare some of you guys. And these are some of the things that I share on the channel as to what it takes to be a successful investor. You cannot invest. Okay. And then start to justify your position day in and day out as to why the initial conviction that you have is no longer valid. It just doesn't work that way. It's futile. And it's planned failure. Okay. Had a few people come across and and get my impressions about Paul Cardo's liquidation of the company. I watched it. And I agree with his decision. He explained it elegantly. I love Paul. I just think he's a great guy. He was very, very specific on how he invests in the stock market. He doesn't have to share this stuff. Okay, Paul can do what he wants. Okay, just like anybody. Okay, Paul just so happens to come on to YouTube and share his insights and thoughts as to what he's thinking. What he did say is he loves highly on he loves it. He loves the concept. He loves the technology. There's been no indication in all of my watch and pause videos over the last year that he feels any different now than he felt a year ago. He gave some of the rationale as to why he liquidated the position based on his age and his inability to or unwillingness to wait the stock out. Those are perfectly good substantiations to either sell the stock or on the flip side where I'm coming from keeping the shares. Okay. Either one is right and neither one is wrong. But I didn't think that Paul talking about his position was any reason to freak out. I thought it was awesome that he came on and he shared his thoughts on why he did what he did. He kind of confused us to the buying at 725 and then justifying the selling at 711. The only thing that I can discern from that is that we are talking about a sizable amount of money. I could be wrong. He did not disclose the dollar amounts nor does he need to notice nor does he need to provide the level of transparency that he did. I just appreciate the the candid talk. I think unfortunately Hylian has probably backed some investors into a corner a little bit. I think they're doing everything that they can possibly do to get through what is going to be some tough times with the supply chain shortage. Will it be 12 months? Will it be beyond? Will things shake loose to where the supply chain opens back up and we have an availability of the components that go into the products? Perhaps. Perhaps those are all unknowns. These are all things that if you're going to try to tell the future and say where the stock is going based on those presumptions. Great. I think you're doing it wrong. I do. I think when you say that you have conviction long on a company, I believe that you need to demonstrate that you're long on the company. I really do. And I don't fault Paul at all. As a matter of fact, I congratulate him and I applaud his candidness on coming on and sharing with the YouTube audience what he's doing in the short term in the company. And what he did say is, you know, he has no problem entering back into the company at $12 because he's got a fair market value of this company at minimum, at minimum $28 and he thinks that it should be well over 50. I'm in agreement with him and it will be. It will be. But how long it's going to take to realize that true valuation in the company is going to be based on their ability to mass scale up into production going forward. Okay. Let's talk about my bullish thesis why I invest in highly on this will help you a lot. The opportunity, the opportunity at $7 to step in now, contrary to opportunity, you can go invest in real estate, you can go buy that set $75,000 truck, even though I told you, maybe it's got 100% failure rate. I don't maybe you didn't hear that, but it's badass, Ryan. I want one fair enough. All is fair in love and war. But the opportunity to invest in a company like this that I feel is both oversold and undervalued right now is presenting the opportunity of a lifetime. Okay, that debt more video told me a lot. A dirty truck pulling a frack sand trailer, the by nature of my buddy Henry who also with RP music he estimated that that was about 52,000 of payload there. The ERX is supposed to be able to do about 80, excuse me, the payload maximum for the roadways is 80. Okay. So there you go is a real world application of these trucks, ripping some ass through the sand on unfinished roads I might add, and providing bottom line value to Matt debt more and the debt more team. Every mile that's driven for the company, you don't get any stronger validation than that. And this is what is being missed. Okay, we can talk about protecting the paint when it goes to Wegmans, we can talk about all the lack of product validation and transparency that uneducated investors are demanding from highly on right now and if they don't get those demands met that they're going to justify selling the position here. Does that sound a little bit crazy. Okay, when you look across the entire portfolio of things that are going on right now at highly on. I think that you can find that there is an awful lot to be bullish about this was huge for me. I didn't know the level of integration that the hybrid units are playing in the fleet at debt more fabulous. Absolutely fantastic and I thank the new channel. I forget the name of it. I do apologize. I just subscribed to it yesterday. But where this content is coming from is absolutely fantastic man. And this is something that I haven't seen from Nicola or highs on. But this product right now is in the hands of customers and it is being used in the highest level of rigor. And that is integrated with industry, you don't get any better product validation than that. Okay, there was somebody who came by the channel who mentioned to me that there's a difference between product validation and internal verification. Okay, that internal verification with the hybrid unit has just been completed and this is where this product plays a huge, huge part in aligning their engineering expertise and really making sure that this product is capable of enduring the rigors of over the road, long haul transportation. And to me, I didn't think it got any more demanding I'd love to see the highly on unit, the hybrid up in the Northwest up on the logging roads, you know, haul and tractors out of logging sites hauling, you know, rigors out of logging sites. Okay, that's the type of stuff that I've been wanting to see for months now. And that was really my first taste of saying man, here's why my conviction lies where it lies. And unlike the truck, and unlike the real estate examples that I talked about, then they potentially lose value over time. Think about the substantiation and the value proposition of those types of things when we're witnessing the product operating and at the highest level within industry. And Debtmar has not come back and said anything other than the product is phenomenal. Healy is a visionary, and it notched them number eight as a private company on those companies that are taking those initiatives and environmental stewardship stewardship moves forward. He was number eight on the list and who did he name as the as the reason for making that happen within his fleet. Highly on this wasn't just a spur of the moment statement that was made those validation videos that we saw the highly on hybrid units hauling those frack sand trucks. That's a big big deal guys. Okay, and if it can do it for Debtmar, the scary question and really what's what feeds my bullish conviction is how many other fleets out there can benefit from the install of the hybrid unit and provide that extra oomph in horsepower, the extra fuel savings on the diesel side, and then start on that reducing the cost of ownership of the unit itself, and the payback that exists with the hybrid unit doesn't get talked about a lot. This unit has the ability to pay itself back over X number of years, based on fuel cost etc based on, you know, higher fuel cost is going to mean more cost savings and a higher payback. If you're saving 20% to the minimum 30% on the high side for fuel savings, it's going to be X number of years before that unit actually pays itself back. Now you have a unit that operates at a higher efficiency that you've paid for over time by running the unit, these highly on units they become more valuable as they run, and they only provide value to the bottom line. Once that initial cost is put up front, then the unit can start to be run and pay for itself over time. The fleets know this, okay, the fleets know this, and the opportunity that I talk about with highly on being that opportunity that fleets can actually keep their existing products, and they can put the highly on system in place where it counts is the key to the value proposition and the opportunity that exist and highly on. Number two, it's undervalued. If you want to pay 30 times right now for the S&P 500 go up go ahead. I think it's the single greatest tool to wealth for any investor out there, especially new investors who are looking to dollar cost the average and entering into the market. But I looked at the graph and right now trading at 30 times. It's gone up since 2009 to 2021 where we are now at the time of this video. The question to you is, where do you find pockets of value in the market. Where do you find value in your conviction of Tesla in video right trading astronomical price to earnings ratios. These are great companies. I cover them myself. I don't own them. My conviction lies in owning undervalued and underappreciated assets. This is where highly on falls right now. Okay, so the undervaluement of the of the proposition is saying one of two things. That at some point in the future, the stock will be worth more than it's worth now. It's just that simple. Okay, and I don't validate the stock price from day to day. That's where a lot of you guys, if you need to hear my philosophical rant about how you can apply emotional content when you own stock to the stock. It just doesn't work that way. It's one of the only things in this life that is so inhuman that you have to apply a mechanical approach to it and if you are not prepared to do that. I would rather see you not invest in the first place, don't invest, don't invest, don't invest if you cannot apply that methodology, nothing less than that, not partially human, not hey I'm going to bitch while Ryan's not watching me, a full 100% mechanical, like a robot. Okay, emotion free, and it's very, very difficult to explain that to human beings who are emotionally driven animals. Okay, emotion drives everything that we do, but if you are not willing to do that. If you are not willing to look at the company from now and say you know what, strategically long term, it has more potential to the upside based on what it is that we know, as opposed to having some downside risk at these levels to the stock. Is it worth it? Is it going to be worth it next year? Is it going to be worth it two or three years down the road? Five years plus down the road. I am doing a long term generational investment. If you're not in it for any other reason, then I don't want to hear about your so called conviction in this company right here, because this company's bottom line strategic goal is to change the world. They can do that with their solution. It is just way too premature to judge them on that expectation. Now, we will judge them on that expectation as the company evolves, grows and establishes their footprint in the industry and looking to share that opportunity validated by our friends at The way that we know that they can. Okay. The hyper truck ERX that's going on right now at Wegmans. Okay. The hybrid has been going on for a long, long time. And I do think that they do have a niche in the marketplace for the EX hybrid unit. I absolutely do. Okay. The governance. There's been a lot of people who have said this and that that they're top heavy on their board. Again, I think this is an observation that is ill founded. I think if I were going to put together a board of governance as well as their upper management team. I don't think I could have selected any, any, any, any better. I think Sherry Baker is my favorite. I love her demeanor as the CFO her pedigree is absolutely fabulous her resume is absolutely top notch. She herself has connections with some of these companies that I don't think need to be on the Innovation Council because she has those contacts anyway it's no big deal. I love her application, her steadfast knowledge and demand over the financials and the company I think are top notch. I think she knows exactly where to extrapolate value from the balance sheets. And I think she's going to be a diamond in the rough for the company. I think the upper management is fabulous. I don't agree with the assessment that somehow we need to start firing management and start blaming the, the board of governance right now. I'm highly unjust introduced Mary Gostansky to the to the technology, and it's those are the types of things that have to happen. If those board of directors, okay, are going to advocate for the company and I believe they'll do that I think it's a solid strength of the company, the comparison to Nicola, not having ties to politicians. That's your opinion. Okay. Having ties to the US government are absolutely fabulous. And when a Elaine Chao joined the board of directors, that was a positive for the company. And you can tell me I'm wrong. No problem. I could very well be. And you guys need to understand man I don't speak like I'm the end all be all of the way things are I am offering a commentary from my perspective. All right. And what I find disappointing all the time is that we start to pick away at some of these things that have evolved over the last year. We assume that the evolution over 2222 is not going to what continue with the company. I just wholeheartedly disagree. I think this board is going to fortify. I think they're going to align a strategic decision as any good board of directors will. They're going to exploit their contacts. And I think they're going to really champion the vision for where this young company is going to go into the future. That's just my feeling. Okay, so the board of governance for me is absolutely a bullish sign with the company. It's one that I don't mind having my dollars with. I'm satisfied that they've that they've appointed the board that they have, and I'm good to go. Now I can start blaming the board of governance now in the short term for for for what entering into the stock that that is suffering right now. The two do not align with me. I look at both of them in a compartmentalized mechanical and robotic fashion. And when I look at the board of governance, I have to give a check mark, and I have to give proper credit where credit is due. That's how I look at it. I think on the upper management side, I feel just as convicted with the experience that have been brought on Dershwamy fabulous absolutely to bring Dan Gallagher on board with the sales team. Absolutely fantastic couple younger pickups. I think these folks are really they need to be given a chance to get their foothold and really start to provide value to the Halion team, not as individuals. It's not going to be any individual that is going to drive this company into the future, not the CEO, not any one person with the board of governance, not any one person with upper management, not any one sales manager that's hired on is going to make the difference with the highly on opportunity. It's going to be a collective buy in of the company to drive the strategic vision forward. So answer that question for me. Do you believe that they are or are or are not doing that equally as applied across the board on your conviction if you decide that the answers no, then don't buy the company. It's very, very simple. If you do believe that their strategic vision has the pedigree to materialize into something very special into the future, then you can invest some dollars into the company. You have to mortgage the house to invest in highly on. Okay, I've got people that are bitching and complaining up and down because they bought the stock at $8 and they've lost a dollar per share. Okay, have a little perspective on this deal because you will get no sympathy from me zero. I've got folks that have thousands of shares, and they want to convince and complain that they bought it at 920. You might as well just sell the company because that mechanical robotic application that I speak of that's going to be necessary in this company. You don't have, you don't have sorry to give you some tough love, but I'm talking to you. You do not have it. Just sell out of the company. You're going to sell out at 15 if you make a couple bucks anyway. Don't worry about it. You might as well just take your small losses now of a few hundred bucks or a few thousand bucks and move on because you're not interested in applying the methodology that works in stock market investing for long term fundamental value investing. It's just that simple. If you don't like it can turn the video off and go find somebody out there that's going to fluff your ass. I won't do it for you. I won't. Okay. All right. Number four, the vision. I love the vision entry entering into the EV space which is actually catching a little bit of fire right now. Hyzon came off of what I thought was a pretty good quarter. Nicola as well and Hylian as well. Hylian is the only one that's being punished for it. Some of the remarks that came through really did shed some light on some of the internal struggles that are going on from a macro economic perspective. Right. So no problem. Does that change the long term vision of the company? No. What is their vision of the company to change the world? Okay. How do they change the world? Do they do it by selling mass orders right now? I'm going to tell you. Hylian for bulls they know that they are ill prepared to accept mass orders right now. They are not. They are not in that stage of the company to enter into mass scale production right now with what's going on macro economic. So what do they do? Do you think that they've shut the doors and stopped working? Absolutely not. I actually look at the opposite. I think they're actually using this time. And if they're smart, they're using this what I would consider for the lack of better terms to be somewhat of a pause or a downtime to where they can really focus on the Innovation Council. They can really focus focus on that product validation. Okay, getting it into the hands of would be customers solidifying those would be customers keeping the dialogue going with those existing customers both on the board Innovation Council and off the Innovation Council. Some of those customers that they've been able to garner over the years through the hybrid installation. Some of those outreaches can continue through this time. But the vision of the company is a beautiful thing. Here's my here's my macro perspective with this stock. I believe fleets want to change. I believe some of the massive orders that are coming through from some of the largest companies in the world of note, Amazon, Pepsi. Okay, some of these large companies, some of them that are have already committed Anheuser Bush, which is an ERX Council member, some of these large institutions and it's not just a few of them. It's most of them understand how important it is to step into this new carbon neutral or carbon negative environment, or at least to provide some of the strategic contributors to that overall company factor. In other words, there's going to be factors that have nothing to do with trucking that give a mark against that carbon score. The ERX allows them to draw down on that carbon footprint number in their corporate governance with with regard to environmental stewardship. It's an opportunity. It's absolutely dollars well spent on the initiative to become more of a green company. And then when they end up on lists like that that acknowledge those companies that are taking that step in the industry, and really being the leaders and ambassadors of being a green initiative company highly on provides that solution. And because they're not entering into that realm of and seemingly not cooperating or participating in that right now. There's good reason for it. I've just explained why the question is, do they have a chance to provide that strategic vision for the multiple customers that they have. There are customers that there can be no way of perceiving that they will earn into 2020 to 2022 and beyond. Okay, I think the real catalyst here and I've talked about this before is highly on its ability to garner piece after piece after piece of building a multi piece pyramid to realizing this integration to mass scale for the industry that is absolutely hungry to change. Thomas Healy has not given us any indication at all that industry is not ready. It's actually the opposite. It's these small technology companies like highly on and highs on and Nicola that are not ready. They are not ready to step up into mass scale production yet. The bullish bet is that that should transpire over the coming years. Okay, and the irony and the whole thing is there's going to be a lot of twists and turns over the next coming years, and you're just going to have to be willing to enjoy the goods with the goods as those positive catalyst come come on as those negative sentiments roll off and they will look back at this time and say wow, why was I so stupid. Why did I assume that the supply chain issues were going to persist indefinitely. That was my assessment at the time based on a Yahoo thread of morons that say that the company is never going to be able to produce product. Why did I think that because at that time, we had companies that actually had product in their hands, and we're using them and actually support supplying a lot of perspective to the bottom line. The next opportunity that I have here is the reality of highly on company to to actually get this hands in the in the company's hands. Super, super important. Okay, you guys need to understand the reality of what's going on right now. Okay, the stock is in a gutter. Okay, $7. There's no bullish sentiment. There's a lot of headwind against the stock right now. I do not think that there is an alignment of where the stock is with the company right now. I do not. I still believe that there's a disconnect. And I believe that there's going to be piling on until there's no more piling on that can be had. Okay, that's just the reality of the situation right now. Okay, the shares that I've declared to you, I will be holding long. I am a long term bowl in the company. Okay, whether or not I take the tax loss is really up in the air right now. My decision is not to sell the shares. I want to retain my position. And I will not bitch out for a $3,000 right off to profits. I'm a bull. I'm a hard thinker in the market. I do have a robotic application. I do have the ability to separate from my money. And if you want to take a page out of my playbook, I would encourage you guys each to take that page out of my playbook and make it a reality for yourself because anything less is uncivilized and it has no place in the in the stock market as an investor, not partial, not fully, but all the way committed to a mechanical robotic application to what is going to finally realize the five points of value that I've earmarked in this video. Appreciate you guys. Appreciate you guys tuning in and leave the comments at the bottom of love striking up dialogue on the highly on videos absolutely subscribe to the channel, share the message with anybody out there that you know is hungry for highly on information. Please share them and you know bring them on to the channel we'd be glad glad to have them guys thank you so much for tuning in. Staying with me for the totality of this video. Good luck in your investment future.