 how y'all doing? Welcome to my channel. Today I'll be doing a video on Haleon Holdings, my conviction on it, and why I invested into it. Now I'm just also list some disadvantages and advantages to the company and to the stock. So I want to start off by saying I'm not a financial advisor. There are risks. Be sure to do your own due diligence before investing. So the Haleon share price as of this recording was $9.29. The market cap was $1.61 billion. So I have a very small position on 57 shares at $12.12 cost basis which that's what I'm willing to risk. You should only invest what you're willing to risk. So I plan to get up to 100 shares by the beginning of 2022 which I'm working towards. I'm trying to dollar-cost average and everything. But for me 57 shares is a good position. I started investing last year right before the pandemic and I think that's pretty good for me. And I know a lot of y'all out there. Y'all got within the thousands of shares. This is good for me right now. I'm gonna get there. So I'm gonna just talk about just read off some information and at the end I'm gonna give my thoughts, price prediction and just my opinions. So the CEO is Tom Asheely of course if you know anything about Haleel. And they're here cornered in Austin Texas. So this file from what I read about 27 patents total mainly in automotive technologies, truck manufacturers and energy conservation. Now I'm gonna talk about the Q1 earnings. So the actual earnings were negative ten cents which they beat by 42.86%. The expected earnings were negative 18 cents. The revenue expectations were met which they didn't have any revenue. So there's thought about ten additional hyper truck ERX powertrain units. I'm in a hybrid units. I think I heard about 300 units by the total by the end of the 2021 which I could be wrong. They even start 30 hybrid units total now. They hired about 43 new employees and they have about 91 employees total now. So they recognized no new revenue in quarter one of 2021. So now I'm gonna just go through some significant dates. So I'm gonna try not to read off everything only the significant things that happened this year with Haleel in 2021. On February 24th of this year Haleel chose Peterbilt to test the chassis for the hybrid and they're gonna be using the chassis for Peterbilt. On April 16th of this year they announced the hyper truck innovation council which Healy has put a lot of emphasis on because it's very important. They're gonna be working to build sustainable future of top fleets to help with the development of the hyper truck. It's gonna be crucial. So the council members include Peterbilt, Riders, Pinsky, A&G, GPL and Heiser Busch, NSI, Wegmans, Warner, Ryan and Agility. And they're gonna be among the first to drop the hyper truck ERX units. And they're gonna be crucial with helping with the path to commercialization, which is big. Haleel put emphasis on these two companies. They're pretty big companies. I'm sure you've heard of them. If not, you've probably seen them on the highway. So Haleel delivered his first units to Peterbilt. Pretty sure this was in Q1 and they were demo fleets. So the range of the hyper truck ERX they're claiming is about a thousand plus miles. Yeah, I don't know any other electric vehicle that's achieving a thousand plus miles or anything even close to that that I could think of on the market today and especially not in the sector that Haleel is in. So the first revenue from the hybrid is expected to come in the second half of this year. A lot of catalysts come in in the second half of this year and the first half of next year. So and as you can see from this timeline, Haleel is right on track with their estimates. And everything is looking good. It's all going according to plan. This name of some more hybrid scale-ups are gonna be in the second half of this year and they're working with the Mod Centers to help with that. The customer deliveries are expected to start and beginning them next year. So I'm gonna talk about the battery. The Haleel battery is less resource intensive and it's 20th the size of a conventional Ion truck battery and plus the cost less. Haleel will be mainly focusing on improving the electric generator opposed to just the battery which is it's kind of interesting because a lot of companies whereas they would go after improving the battery, he's going after the thing that powers the battery. I heard him state in his recent interview which is which is pretty cool because he says throughout all of the models the battery is gonna remain kind of the same and the generator is gonna steadily improve. They're gonna improve the generator. So they plan to launch an improvement of the hybrid system the second half of this year. Haleel provides one gigabyte of data for truck owners and fleet managers. The one gigabyte of data tells them information about the truck road conditions, routes, locations, etc. So this is very important for the truck owners, the fleet managers and just everybody because it helps them know the safety of the driver, the safety and how functional the truck and they could kind of pinpoint different problems with the truck. This is some pretty cool futuristic technology that Haleel has going and I think it would be very helpful. So this is a little thing that I do with all the earnings calls of the company I own. I rate them usually out of five stars. So I rated Haleel's quarter one earnings call three out of five stars and I did that because it was just alright to me. It was they didn't have the best quarter like mainly for me it was just the ten additional hyper truck units I expected a good amount more considering they they want a certain amount by the end of the year. So it was that the fact that they didn't have any revenue wasn't too big for me but that did play a part and they'd be on earnings which is good and that played a part as well and to keeping it kind of three stars is pretty good three stars is not not bad. I think they're going through their growing pains right now like every company starting up has their growing pains and Haleel they're early on in their life cycle. It's a high-growth company I believe it to get better especially further on down the line. I think the second quarter will be better that's what I believe and speaking of second quarter Haleel schedules the second quarter financial conference call and webcast for August 11th so stay tuned and go to their website we register for that. So we move on to the actual second quarter on May 20th debt mark logistics oil gas-based company plans to fully electrify sleep over the next five years and it shows Haleel and this is a big deal because it's an oil company transitioning EVs and they're also choosing Haleel so this is some more potential revenue so debt mark has placed an initial order of 10 hybrid trucks so Haleel electrified 100 plus trucks over the next five years so here's a little bit about debt mark they own about 127 trucks in their fleet and they haul over 200 loads of fracking sand every day. They're the leader in propant logistics and delivery. Back to Haleel they're going to be expanding their facility to hold 500 plus employees so they've been aggressively hiring like Thomas has stated they're gonna be redoing everything like the office space the place where the ERX trucks are made everything and they're gonna be adding a few things like a gaming a gaming room this is what I heard and a gym and a dining room as well and I was especially excited about the gym because I like to work out myself like I like I've been working out for a long time and I believe exercise is important it's important for and it plays the roles and other aspects of your life and it could help with productivity and just the overall happiness of the employees keeping satisfied keeping healthy you know I believe more facilities to incorporate exercise or put gyms in their facilities if they can that's just my opinion also in the second quarter Haleel stock was included in the Russell 2000 and 3000 indexes so so on July 15th which was the other day FEB selected Haleel as their partner in a loan term agreement and electrified class 8 truck development so here's another partner to add to their very long list of partners so the FEB support design them they're gonna be in support design development integration of production for the hyper truck ERX so a little bit about FEB it's the world-class leader of vehicle and power train development for hardware and software and they're shaping the industry with efficient carbon neutral safe transport through so this article recently just came out on July 28th it states that Haleel had announced the long range version of the hyper truck ERX targeting zero emission vehicle credits so this this is just another another milestone it like if you read the article it states that they have 75 miles of all the lecture and then more than a thousand miles at a total range at a product launch and Haleel is just moving forward one step at a time and you see it here's all of the awards excuse me I'm not going to read them but they all are here I got them straight from the Haleel website so I'm gonna talk about my final thoughts and opinions and just tell you why I invested so Thomas Healy is a big reason why I invested he's a young innovative CEO he's from what I've seen he's humble he's passionate he's well-spoken he's down to earth what I mean by he's down to earth like I see him interacting and he doesn't have to do this he interacts with his fans and his investors I see him on social media he's very in tune with what's going on he shows his comical side which I like from a CEO because you don't have to be serious all the time he knows when to play and when to get down to business so some things that I found out about him like like which I think is funny like he likes to eat a Taco Bell I found out what he likes to order on the menu and as well as I just watched a recent interview they tried to put it's just dawg name Tommy Ashley in a series truck talks part four if you've seen the video already you know what I'm talking about it's his dog named Thomas that he had in the office and they were trying to put the dog up in the chair and I thought I thought that was pretty funny and I think he's doing a good job like I think he took a great approach with the Haleon company like he went the spat route which was genius because it got him to market in a short amount of time and it got him the capital that they needed to begin to raise funds to their stock another reason why I invested because Thomas went after the powertrain instead of the full truck which allowed truck drivers to keep their truck that they love and also loud Haleon to make the powertrain for less dollars instead of making the full truck which would have cost them a lot more so in the future I predict they'll be getting to autonomy they could possibly sell the the Haleon tech to other companies branching to different markets and with that could come government contracts and grants and they also accept crypto in the future that that could be another advantage like when Thomas Healy was asked about those corn he didn't exactly say no he said who knows but the possibilities are endless when it comes to Haleon I think Thomas Healy strikes me as a person that's open to trying new things new ideas just to see just to see what would have happened try things in a different perspective I'm gonna list some of the company advantages so they have the first mover advantage low competition right now I can't think of any other company that's doing it at the level that Haleon is doing there's a time where you could have made a case for Tesla and Nikola but Tesla isn't focused on their semi and Nikola we already know what happened with that so there's no real competition right now if you ask me I couldn't I couldn't name another one that's doing it like this so they have already built out infrastructure and that's big especially saving on money because they have that use renewable natural gas RNG and that's widely available today so their source for fuel they they they they're already there's already trucks on the road like if you live in Texas and you live in the Austin area you probably seen Haleon trucks on the road like they have a big advantage over any other EV in their sector and a lot of EVs in general a lot of EVs don't have the infrastructure built out which they have to wait and wait they have to wait and wait years to get infrastructure built out and they stay stagnant they ain't doing nothing really and they already have it which is I think that's a big thing they don't get enough credit for that having the infrastructure also allows Haleon to save big on money so the trucks can generate power on board to charge the electric battery and that's cheaper than charging on the grid that's something different so they could charge the battery in only eight minutes so that there is astounded like I heard Thomas Healy say ten minutes eight minutes ten minutes doesn't make a big difference it's a short amount of time and that's incredible so a truck driver can pull up to the rest stop or resting station and he could pull out his sandwich whether it's Subway or McDonald's Big Mac Sam I don't know I don't know but by the time he finishes his meal his truck could be fully charged and ready to go that's convenient for them I think that that's great like it be ready to hit the road and head to his next stop so the battery is incredibly small it's only 20 of the size of a regular battery and it's less resource-intensive because of that so he listed just how the hyper truck tech will evolve over the coming years so he listed into three steps so step one is the ERX step two is the fuel agnostic and step three is the hydrogen fuel cell so like I said before it currently uses RNG and like you literally cannot get much better than renewable natural gas it's one of the most abundant resources on the planet like it literally comes from animal and human waste things like cow manure things that you would find just about anywhere and that's why it's so smart for using it and it's the future and they're also using in a smart way it's gonna be capable of using hydrogen in the future and I potentially could think they could do that even better than Nicola that's just my opinion they're gonna have such an advantage like advantages in their sector like with infrastructure cost savings with the fleets as well as hiring new employees finding intelligent workers that want to help cure the world of pollution like help help better their environment and they feel like they're doing this through Haleon and Thomas Hilly states that he's been hiring non-stop and they have no trouble finding employees that want to work and that's that's a great thing they have a lot of potential they're gonna be able to achieve carbon negatives that's unheard of where it's actually better for you to drive their trucks than it's not driving it's better for the environment so it's a huge cost savings for fleets and trucks drivers using the Haleon compared to diesel engines lower total cost of ownership like Hilly was saying it was able to cut their learning curve through the hybrid for the hyper truck erx systems so they're able to implement their ideas from the the hybrid into the hyper truck erx which is gonna make it overall better and accelerate the growth a big big thing for fleets they're buying these trucks they want to please are gonna be looking for the cheapest option while still getting that quality that they want they want the full bang for their book on their buying trucks and I think Haleon is that and that's attracted to fleets that's gonna play a big part to the coming future of them giving getting more partners and just getting more orders the fact that there's the savings or a big thing so another thing that he only brought to my attention that it solved the problem of diesel trucks they have with siphon and fuel it said you can't really siphon natural gas which I didn't know that and the fact that Haleon erx trucks fix the problem of fuel siphoning that saves the fleets a lot of money as well that's another advantage so another obvious thing is the multiple partnerships these are all advantages as you see me list earlier this they have so many partners like it's crazy like I can't name any other company there's at this stage there has as many partners you y'all can name any other company there's around the size of Haleon there has as many partners listed in the comments below I'm interested in hearing it because I can't think of one really is really trying to make sure he doesn't stay right before he brings it to market and he brings it to market you know in the right fashion so I think that's good so I got a list of disadvantages of the company so obviously is no revenue recognition at the moment they're burning through cash and the cash is not expected into the second half so if you are really uncomfortable with the fact they're losing cash then this probably is not the company for you if if you don't care about that type of thing then you should go do you do just first you research and then decide if it's right for you and then invest but another disadvantage which I think a disadvantage is the non-binding pre-orders Haleon says there's no penalty for cancellation so which means they could cancel at any time the pre-orders that Haleon already has so the thousand agility truck pre-orders can be canceled if they want to cancel them like Haleon's not gonna stop them and the price of the Haleon stock could be a penny stock they could go back to you like you never know so those are risks to could take into consideration before investing in this company or any other company that's like this early on it's a high risk high reward stock so just be mindful like some stock advantages the fact that it's massively under value is $9 especially compared to companies like Nicola and similar market cap to ride lower style motors like I don't got to say too much about that I don't think that they should be trading the same considering Haleon has done more than both of those but that's a whole another topic they have a lot of upside potential more upside and downside in my opinion it's one of the best EV investments in the market there's only a handful and this is one of them like I can't name too many on the market that I really really like I've done my research there's not too many like I could say maybe CCIV excuse me y'all it's lucid motors I forgot they just merge eat I can name of course Neo and Tesla they're like the big dogs and this space but like Fisker is alright they have their vehicle the ocean started production in 2022 but it's just not the investment for me I'm gonna stick with Haleon it's not it's not too many it's definitely not too many I'm a long-term investor this is just long-term investment I think that's the best approach like I don't think it's a good idea to be trading in and out of this I'm not a trader like you can potentially lose money but that's another discussion so if you done your research and you feel like this company is right for you get in while still low like I say it's high-risk high reward and you lower your risk to research so do your research now I'm gonna just give my price for this and as you can see the shrub volume is up over 14% see it was at 20 million now it's at 23 little over 23 million so it's due for a short squeeze as well and the shorts are going to absolutely crushed on this like the short interest is the highest it's been since April and it's been steadily rising like when it's staying really does short screens really gonna take off I predict this price can be easily over a hundred dollars within the next five years or so easily like there's no way that it's not trading over a hundred dollars I am subject to being wrong like it doesn't have to go but this is just my opinion so this is just my growth portfolio with fidelity as you see I have five positions I got 57 shares 57.6 and I got it at $12 and 12 cents cost basis about $700 close to it invested that's good for me right now but as you see it's my second largest position tattoo chef is the biggest but I really like fidelity like I like the whole interface I like how professional and clean it looks some people say you pay a little bit more for the actual trades but I mean I don't mind that for the quality that you get like I can I like the fact that I can call them up whenever ask them just just ask them with that whatever about the platform and they're going to respond to me and they're gonna keep a professional like you can't call every every voltage up like this like I like the fact I can do that with Robin Hood like whenever another like I switch from Robin Hood to fidelity and they charge me a trans transfer fee and fidelity you reimburse me that like no problem like they're not sparse me or nothing but they're a good brokerage like I like little things like like it's say good morning good afternoon good evening Chris I like I like little things like that so that plays a little part and I like the little background you know you see like the city in the background you see your your your markets the Dow Jones the S&P you see all that when on your homepage so I like little things like that but I just want to say again that I'm not a financial advisor there are risks be sure to do your own due diligence before investing as always thank y'all for watching if y'all like stuff like this show me some love by dropping a like and subscribing to the channel and just drop drop me some feet feedback alone just telling me your thoughts of the video where I need to improve on like I'm open to the good and the bad so just let me know what you think we could just we could talk about it let me know your position and why you invested also let me know if I misspew any words or messed up on any information I apologize I just want to say thank y'all again for watching I love y'all have a great day