Akiyo Microphone Hi, it's A.J. O'Vare with Calcium Entertainment. On November 16th, the magic continues near the new Fantastic Beasts movie, Crime to Grindelwald. We're here from the campaign to see just how magical our students can be. Who'd win in a duel, Dumbledore or Grindelwald? Well Dumbledore obviously won. Oh obviously Dumbledore won. Dumbledore. Dumbledore. Grindelwald. Go with Grindelwald. I'll go Dumbledore. Dumbledore? Dumbledore. What's your favorite creature in these movies? Uh, Dumbledore. Dumbledore. A creature, okay. Gotta be the little guy who likes to steal things? Nifler, the Nifler. You haven't seen the movies and you're doing it? Okay. Uh, Nifler? Newt Scamander carries around his beast in a briefcase. What would you carry around your beast in? I think probably like a tiny locket. Like a pokeball. A drawstring bat. A what? A USB thing? Like a hollow out USB thing and then shove something in it. You're taking a midterm and you need help from one of the characters in the movies. Who would you get help from? Um, probably Dumbledore. I'll go with Tina. She's really resourceful. Resourceful. If it's a bio midterm I gotta have Newt helping me obviously. Dumbledore. Dumbledore. Yeah, good answer. Myself. I only need myself. Strong independent woman out here. If you were a Nifler what would you hoard? Oh man. Dogs. Gold coins probably. Keechin. Ah, that's a good question. Gold. Money. Candy. I would probably hoard quarters. Quarters? Okay. Midterm answers. Midterm answers. Wow. You just had a taste of how magical or calcium can be. Make sure to check out Fantastic Beasts. Crimes of Grindelwald in theaters November 16th.


And we are back to sitting because Luffy, like, died. Welcome back to the channel. We have episodes 437 and 438 of our one-piece watch through today. Yep, that's right. Luffy basically died. He fought Magellan, and it went just about as well as you'd expect against the literal warden of Impel Down. Just disastrous, but it showed the true heart he's showing to try to get to Ace, where whenever he was literally covered in all the poison at the end, laying there looking like he was dying, he was still calling his name. If you're new to the channel, don't forget to drop a sub, and let's hop into this bad boy. Yagate shinuma. Ote oite mo jama darou. Level 5 no chuu o tore. The central tower. Well, he's getting to level 5, just not in the best state! What? What is this frozen area? Wait, is this part of level 5? Says you, you're in the same place! The cells look the same as level 5. Oh, this is level 5. Yeah, this is where they're taking Luffy. Just looks like a very different part of level 5 than where, like, Ace is. This is the central tower. I mean, yeah, these fours have been absolutely enormous either way. The poison punishment. BROTHER! Oh, wait. He got to say, did Buncley defeat him and run? Oh, yeah, he turned into like a woman. I'm guessing it was like Nami or something to distract him. Oh no, he'll never admit it. I love how it keeps specifying. Okama no kenpo tsugai de. What do you say? Caught us by surprise. Explain. Elaborate. He thinks he went to the upper levels. Wait, would the upper levels be lower since there is a higher number? No, he probably thinks he's trying to just escape. Dude, this is just a giant headache for Magellan. Oh, yeah, wait, the demon guards haven't done anything. They were at the other stairway. Do whatever you like, boy, you're the warden. Oh, he's got his tummy issues! Wait, this is actually good! He'll be incapacitated. How do they take him? Oh, he's really powerful, that's foul. In the interview room. He's going to be like, you tell no one what you saw here. Is he going to torture them? Wait, is that Buncley? Oh! Oh, damn! I got had, bro! I was trolled! This little drag. Damn. He was right to run, though. There was nothing he could do. It would just be an empty sacrifice. Well, he needs help now, but I think it's beyond saving from you. Because he's trying to see someone else, too. He's trying to go lower and help Luffy. That's my Buncley! They're so shocked that he's friends with them. Does it... Yeah, I'm saying like, where even would you find one? It's pretty rough, I'm not going to lie. He went looking for an antidote. That much poison, that's what Magellan said. Yeah. What is his reasoning for wanting an antidote?  What do you do? Oh, Buncley's freaking out. He's tongue! I love all three of their voice actors so much for different reasons. A miracle. What? Like, genuinely, yeah, what are they to do, though? Oh, yeah, no. Even. The guy he's trying to get to. Is it even or Ivan? Oh! If anyone can do it, Ivan can! I mean, if he's on five, it's kind of... Two birds, one stone, because that's where Luffy is. Bro's just making everything up as he goes and just working. Where... Where is the actual vice warden? Yeah, they're going deeper and deeper in the prison with him. But I mean, I feel like at this point, their best bet is to just stay as a group. No, probably not. Yeah, they're just going lower. This is probably just going to get worse and worse. I mean, Luffy already lost. That's pretty much as bad as it gets. Mugi-chan! List of prisoners? The panda man! Crossed? Is he dead? Emporio Ivankel.  Emporio. A few years... That's how long he's been here? You were there, Vice Warden? These guards, man. What?! D-mitting a wave! Brother! Yo, Ivan, I'm so sorry, bro.  That does not sound fun. Poor Bunkley, too. Years ago. Army wolves. Oh, so where- where is this? Like, how far away is Ace from here? If this is the bottom. Oh, my gosh. Oh, my gosh. Why would he make a name for himself doing that? That's so just ego. Naturally! Are you guys laughing now? Be careful! Oh. Okay, I feel like that's a very important detail that transponders nails don't work. Bro, they've been through it. The hottest hot, the coldest cold. So this is the central tower of level 5? Okay, the whole D-mitting a wave thing doesn't sit right, though. That's just weird. I would feel bad for Bunkley, too, if it's all for naught.  He can't even- Oh, my gosh, those are the army wolves. They kind of just look like regular shmangular wolves. Like, look at them. I mean, yeah, they look a little crazed, but what doesn't down here? Oh, yeah, they're super crazed. Guys, just fight back and then eat them. Easy food. All for Luffy. That's smart. I don't blame them. You warm up a bit by just sprinting, too. Oh. I'm surprised they're attacking the vice warden. Maybe they can smell through the disguise.  Surely not like this. I'm watching Dumb and Dumber right now. That's what I said. If you don't- if you stop moving at any point, you just freeze. Oh, my gosh. I think Bun Clay just got all his clothes stripped off, too.  Surely Bun Clay does not die, especially to a wolf. I love that. There's no telling where Luffy even is, too. Then keep moving! Oh, my gosh. Hug. Just grab each other. Huzzle. Body warmth. Never in my life did I think Buggie and Mr. Three would be snuggling. Guys, you gotta do what you gotta do. God, they're creepy. But I mean, no. Yeah, he's waxed. Buggie definitely tastes better. Oh, there's a south tower, I guess. Oh, my gosh. And all these other prisoners just witnessed this. It's him writhing. Hey, the hair looks kind of sick, though. I'll be honest. Dude, she was right, too. Magellan really did flick him away like an ant. Luffy was nothing to him. I mean, yeah, he got a hit in, and that shocked him, I think, but nowhere near enough to defeat him. Jesus. That's why he's just throwing everything he has. Damn. Can he really not see? Oh, yeah, wait. Nothing ever even came about Mr. One being down here. I thought he would be in the picture some way. Yo, ain't no Luffy. Maybe this is gonna turn into him inspiring them to try and break out. No way did I just call this. Or did I just bring this up? Is that Mr. One? Oh, wait, no. That's my goat, baby. I don't know why I didn't even think Bond Clay when he's literally down here. But yeah, what happened to Mr. One? Episode 438, let's go. Guys, I can't feel that bad for you. I know you won't die, but I can't feel that bad that you're in this position. I don't think either of them would die. I mean, they're kind of disposable a little bit. Just using muggy ball against animals. They're intelligent. There has to be some story behind these wolves. Yo, Mr. Three. I mean, they kind of make a good team in a weird way. Oh, maybe like how to get out. They just made a house. Oh my gosh. Yeah, I feel like he doesn't use the wax nearly as to his potential. They're totally going to break it eventually. Oh my goodness. It's so dumb. Flintstone's car. Actually, two brain cells rubbing together, man. Each knee. Each knee. Oh, wait, why? Oh, they're gone. Now's your chance. Run. Was it because he freed Luffy? Oh, somebody's cracking. Are they on a lake? Oh, no. Oh, they just dug underneath. Damn, these are some intelligent wolves. Jigachat bun clay. Damn, that really did get to him. I didn't expect him to run away, but I understood why he did, though. It's really, it's really getting to him, though. I think seeing Luffy in this condition too makes it even worse. They're actually staying a chance now, but the question is where do you get an antidote from? He's just dragging them. Those guys are free. Yeah. You think he's just going to take them with him? That's sad. It shows how little, like, hope they've had or how much this prison has just killed their hope. They all gave up. They told you what happened. You found out. Well, God, what do you say? Demonized? They're all just dead. Oh, my gosh. Jeez. That fairy... Is it Ivan? Oh! You can be warm. Maybe Ivan escaped, and he's just been holed up in that room, and they just associated it with all the other people that disappeared. Oh, no shot.    Demoning away is a terrible name, by the way, if that is what's happening. Is it even or Ivan? I'm going to say Ivan. I think it's just the pronunciation. The god of all queers. Oh, no. Well, then wolves are just, like, walking to... Oh, no, they're surrounding their prey. Oh, no, Bun Clay. My boy, you're still fighting! The definition of a chad is surrounded. Maybe Mr. Three is buggy? Am I asking too much? Oh, he's just defending Luffy. Oh, my God. I cannot believe Luffy is conscious. Oh! He's doing anything he can. I don't think his arms can even move. Oh, hockey? Oh, my God, he used it! Yes! It takes him being on the brink, man, and fighting for someone. I guess in Amazon Lily, he didn't. I still don't know either. Bun Clay, I'm going to keep it a whole buck. Oh, no, not the flashbang again! Wine? Whoa.  Is this Ivan? Has he just been chilling here? It's regrettable. 26 hours left. Okay. How long has that been since the last one? 26 hours? Oh, my gosh. Time is flying and then Pelldown. And when are we going to check out the rest of the crew? I'm honestly most curious about Frankie. Oh, we finally... It was Nami! Oh, my God. Yeah, where did she come from, bro? There's no way he didn't see through this. My goodness. Oh, men are the same. They're so easy. Oh, he's so easy, man. Yeah, some warden you would make, bro. Oh, man. It's like a weapon room. Left him with just his boxers, too. What's the sound? Oh, my God. There's no way he just played that sound. There is absolutely no way. Okay, so level two is back under control again.  Man, I thought these demon guards would have a bigger role down in the level four. Several hours later. What? It's like a tunnel? And who bandaged you, bro? Is this where all the people that were demon-ing'd? Was that drinks? Where is this? No, he's like hallucinating, I think. Oh, yeah, 100%. Ah! No, yeah, he's dreaming or something. What is going on? The newcomer? What do you mean, watching you guys? What floor did you come from, bro? Is this even impaled down? This is inside! Yo, she foined. Is this some kind of hideaway? That's what I thought, but... The longer this is going on, the longer I think it's real. Ten hours? Wait, that's so many, in terms of, like, ace's execution. Inazuma. Oh. She said her name was Inazuma, now I just think of Genshin. Oh. Mr. Tube Bomb Boy. Is this Ivan? The sewage line. What? It is just a hideaway. Paradise. How do you guys have all of this stuff down here, though? Weapons. Are your feet weapons? Where do you all even sleep? Bomb Boy is speechless! I have never seen this man speechless! He's got a little crown! At least it's a gay one. It is? It's like a prison underground? 5.5. What is going on anymore, man?  He's like the ruler. Oh, now he realizes it. Yeah. The queen of the place where Sanji went. I need, like, a minute to process everything. What is going on? What is happening? 5.5. Since that frozen wasteland was 5 and it looked nothing like where Ace is, then Ace and them are probably on 6. I'm going to assume Ace 6 exists at this point. Because of 5.5, well, maybe not. I don't know. 5.5 is lower in its secret. It's possible this is in between those two, but who knows, dude? At this point there could be 10 floors and it would make sense because there's so little we know about this prison and apparently so little that even the guards and Majo and himself know about this prison. There's this entire paradise! But very luckily, too, because they were literally on the brink, Bon Klee and Luffy. And now Buggy and Mr. 3 aren't even going to know where they are. But at this point they're just trying to leave, bro. But Bon Klee has found who he was looking for. And now the real question is, can this paradise help Luffy try to find an antidote? The guys has been at episodes 4.37, 4.38 of our one-piece watch where things are just, it's just madness constantly.  Peace, peace.


Hello everybody and welcome back to Tomorrow News. The last week has probably been one of the longest space flight fans have felt so far this year, with us all sitting for hours on end waiting for SN9, which we'll get onto in a second. So sit back and relax as this is your Tomorrow News for the week of February 3rd, 2021. We had another launch of Starship on the second, with SN9 igniting all three of its Raptor engines and taking to the skies. Everything was nominal, from the shutdowns of all three Raptors, to the belly flop to the flip, and then the relight... yeah, ouch. We got so close, just like SN8, but sadly SN9 landed a bit harder and a bit more diagonal than intended. With the help of this very cool camera angle, which was broadcast live by SpaceX, actually, the first Raptor lit okay, but then the second tried and again failed. This meant that Starship was able to flip vertically, but did not have enough power to actually stay vertical. Therefore, the vehicle couldn't both orient itself, also itself down enough to stick a landing. So once SpaceX identified these problems, it won't be a long wait until SN10 is up in the sky, which I hope will remain undamaged as some large chunks of SN9 remains from around the engine skirt very nearly hit the vehicle. If any more data comes to light, which I suspect it will, I will make sure that it all comes to you on next edition of Tomorrow News. I also want to thank NASA Space Flight Lab, Padre and Everyday Astronaut for their coverage of these launches from Boca Chica, because some of these shots are just incredible to look at. But don't forget that this flight was completely successful. SpaceX was still able to collect data which will hopefully negate this issue from ever happening again, because this vehicle is truly, in my opinion, the future of private spaceflight, which actually just got some cool news recently, as Axiom Space have announced the full crew members, which will fly to the International Space Station next year for what will be one of the first ever crewed, private, human, orbital spaceflights. Axiom Vice President and former NASA astronaut Michael Lopez Allagria will be the commander of the flight, adding under his 257 days, 22 hours and 46 minutes he has already accumulated in space. Canadian investor Mark Pathy, American entrepreneur Larry Connor, an impact investor Eaton Stibb will also join him on this mission. As an experienced jet pilot, Larry Connor will be the pilot of this mission, which is technically just the copilot with a fancier name. On the other two flying up with them, apparently aren't just coming along through the ride, as they want to be extremely thorough throughout their training, and all crew members appear to be very enthusiastic about this flight, which I hope they would be considering the price tag which is a smooth $50 million. But that isn't the only scheduled private spaceflight, oh no, there is another. Jarrick Isaacman, the CEO of Shift4 Payments, has purchased a dragonflight that cannot launch earlier than October of this year. He is calling the mission Inspiration 4 and is working with both his own company and the St Jude Children's Research Hospital to find three other people to join Isaacman on what he calls the first all-civilian spaceflight. The three extra crew members are going to be selected from Everyday Walks of Life with a frontline healthcare worker who is committed to help children fight cancer, somebody who makes a donation to the mission's website, and someone who is an inspiring entrepreneur and is building a business. So a minimum donation of just $10 to St Jude Children's Research Hospital, which you can find at inspiration4.com, can get you a seat to space. $10 to go to space! The actual dragon capsule that will support this flight is Dragon Resilience, which is currently up on orbit as we speak, doing its duties for the Crew 1 mission. Keeping with the crew launches, the launch date of Crew 2 has been confirmed to not be any earlier than the 20th of April this year, which is interesting because Crew 1 is scheduled for a May 2021 arrival back here on Earth, meaning that we'll be able to see two dragons on station at the same time, which I can't wait to get pictures of. On another note, do you remember that I mentioned that SpaceX had just gotten permission to launch Starlink to polar orbits, allowing a truly global internet connectivity system? Well, now we know they're going to have lasers strapped onto them. On the last SpaceX launch, Transporter 1, which we'll get more detail on later in the show, 10 Starlink satellites were added amongst the dedicated rideshare payloads headed for polar orbit. Now, the reason why these polar sats are equipped with lasers and the other hundreds of satellites aren't, is because when you're travelling over developed countries, you can find plenty of ground stations that can be used for internet use. However, over the poles, all you can really find is a bit of snow and penguins, which aren't really ideal antennas. Therefore, adding lasers is a lot easier than knocking down Santa's Grotto and building a ton of infrastructure in its place. SpaceX have sorted hinted at this before, as in a webcast back in September of last year, it was mentioned that two of the launch satellites were testing what they dubbed space lasers, relaying hundreds of gigabytes of data between each satellite, which is certainly good news for me. As the UK before was pretty much on the edge of Starlink connectivity, so I wouldn't have that many satellites to connect to compared to a location closer to the equator. And it's not just the continued build out of the Starlink constellation that's going to dominate 2021. No, there's actually quite a lot of exciting things that are going to be happening this year. In July 2020, we saw a flotilla of missions launched to Mars in what I would consider one of the most exciting groups of fresh explorers ever to be sent to the red planet. And we haven't seen three missions on route during a single launch window to Mars since 2003. In order of arrival, we've got hope. An orbiter from the United Arab Emirates Space Agency, led by the Muhammad bin Rashid Space Center, the orbiter will be studying something no one has studied in this level of detail before. The daily and seasonal weather changes of Mars, which its targeted orbit of a periarean of 20,000 kilometers and an aphiarean of 43,000 kilometers, will allow it to survey the planet as a whole. It successfully performed a 27 minute Mars orbit insertion burn at 1530 universal time on February 9th. And around 1600 universal orbit insertion was confirmed. And we'll be covering this in greater detail in our next episode, so stay tuned. Tianwen-1, the first Mars mission from the China National Space Administration is arriving tomorrow, February 10th. The orbiter will be mapping the composition of Mars' surface and atmosphere and then come April-ish-May-ish. It'll drop a rover down to the surface, which will contain a ground penetrating radar, camera, and weather station. And hold on to whatever you need to because on February 18th, we're all in for another dose of seven minutes of terror as NASA's Perseverance rover performs its entry descent landing at around 2100 coordinated universal time. With an instrument package aimed squarely at performing astrobiology and hunting for the potential signatures of evidence of past life, Perseverance will also grab and cache samples of Martian rock and soil for pickup at a later time. In addition, a small helicopter called Ingenuity is also along for the ride and it will be deposited onto the surface at some point and become the first vehicle to fly on another planet. But there is something that I am super excited about with Perseverance that most people are probably even unaware is actually going to be happening. During landing on February 18th, a multitude of cameras and a microphone will be running, recording video and audio as Perseverance goes through the entry descent landing process. A set of cameras will record the deployment of the supersonic parachute at 75 frames per second and 30 frames per second. Another camera attached to Perseverance will look downwards as it's landing at 30 frames per second. Another on the descent stage itself will record 12 frames per second video of it lowering the rover and dropping it off on the surface of Mars. And another camera on Perseverance is going to be looking up, recording 30 frames per second video of the descent stage as it's lowered, dropped off, cut the bridles and flies away. That is going to be some incredible footage if it all goes well.  How exciting! I can't even comprehend how excited I am about that. And that microphone too. We're going to be hearing the actual sounds of atmospheric entry, explosive bolts firing, air rushing into the aeroshell as the heat shield falls away, the separation of Perseverance from the aeroshell, the thrusters firing, it getting lowered, rocks and dust being kicked up everywhere. And JPL said that they are not expecting that microphone to survive the entry descent and landing process. But don't worry because on the mast of Perseverance, its camera mast, it has a microphone there that will deploy a little bit away from the actual rover itself. Now it's attached to the mast so it will go everywhere that Perseverance goes. And what's very, very cool about it is it can record three and a half minute long clips of audio. So we'll be able to hear the actual winds of Mars. We'll be able to hear the actual dust devils. We'll be able to hear Perseverance operating its robotic arm moving around, heat pumps keeping it warm and its wheels driving over the surface. I'm so excited about that. Also coming up relatively soon will be Boeing's Starliner performing its orbital flight test-2 mission. After a not entirely successful mission in 2019, where the clock was mistimed and prevented the capsule from going to the International Space Station, Boeing agreed that they needed to perform a second test flight and do so on their own dime. Launch is currently set for March 25th. That could change around but best of luck, we're all rooting for them. Two NASA missions to asteroids will be launching this year. The first is double asteroid redirection tests, also known as DART. Launch is set for July 22nd and DART has a very special purpose. Get to double asteroid Didymos and precisely collide with the smaller of the two asteroids, Dimorphos, at 6 kilometers per second. Before impact a small six unit CubeSat built by the Italian Space Agency will be deployed an image that the impact that DART creates. Sometime in the mid-2020s the European Space Agency will be launching their own mission to Didymos called HERA, which will show us just how effective DART's impact was at moving Dimorphos. It's a mission that will one day save the planet. How amazing is that? NASA's other asteroid mission, Lucy, will be launching in October. In one of the most impressive displays of understanding how orbital mechanics works, it will visit two distinct points in space. The Sun, Jupiter, L4 and L5 group of asteroids called Trojans. Lucy will fling outwards to survey several of these asteroids only to dive back inwards through the inner solar system to reach the other side of Jupiter's orbit. This is a long-term mission with the first flurry of Trojan flybys starting in August 2027 and wrapping up in November 2028. That dive then takes almost four and a half years to reach the other side where Trojans in the Sun, Jupiter, L5 group will have their exploration begin in March of 2033. Lucy is certainly an interesting name for a spacecraft. And if you're thinking, hey, is it named after that hominin skeleton that was discovered in the 70s? Yes, it is. And that's because Lucy will be looking at those Trojan asteroids which are thought to be the leftovers of planets that were forming early in the solar system's history. So like little fossils that have been left behind of what that period was actually like. And of course, the skeleton that was found was named after the Beatles song Lucy in the Sky with Diamonds. And if you take a look at the mission patch for Lucy, you'll see that, yeah, there's a little bit of a reference there. NASA's insight lander at Mars is continuing its seismological studies although unfortunately the heat flow probe mole has been declared a loss. Overall though, insight has been such a success that NASA has given it a mission extension. So excellent data should continue to come down from it. And it is true that you could teach an old dog new tricks, especially if you tweak its orbit a bit. NASA also approved a mission extension for Juno, currently orbiting the king of the planets, Jupiter. Coming up on completing its 32nd orbit around the closest gas giant to us, one more orbit will be completed in April and then Juno will do something on June 7th. Something that has not occurred since the Galileo spacecraft was in orbit around Jupiter. And that is a close flyby of one of the four Galilean moons. And when I say close, I mean close. Although Galileo did get closer, Juno has an incredible suite of instruments and a fantastic imaging system aboard. And they'll all be skimming above Ganymede at a mere 1000 kilometers. Now that'll put Juno into a new smaller orbit which will set it up for an incredibly close shave of 320 kilometers above the icy surface of Europa in 2022. Physics of all kinds will see that close encounter with a potential harbinger of life continue to insmolinate Juno's orbit. Finally in late 2023 and early 2024 Juno will get up close and personal with the geologically tormented innermost Galilean moon Io keeping itself a relatively safe 1500 kilometers away. These flybys will both gather data and imagery that should exceed what we've gotten from Galileo. And it'll help for upcoming missions to the Jovian system such as NASA's Europa Clipper and the European Space Agency's Jupiter Icy Moons Explorer. September 2025 will herald the end of Juno after nearly a decade in orbit and a seriously incredible amount of scientific productivity beyond our wildest dreams. China will also be launching the core module of its large modular space station this year beginning to build out that facility in low earth orbit. Currently there's no overall name for the station but the core module is called Tianhu meaning Joining of the Heavens. Launch is expected sometime in the next few months and it'll be joined some weeks later by the Tianzhou-2 uncrewed resupply craft and then accrued flight Shenzhou-12 which no crew has been announced yet. Later this year another Tianzhou resupply craft and crewed Shenzhou mission will be launched. And I am crossing everything, everything, everything to make sure that this actually happens in 2021 universe. Please let this happen the launching of the James Webb Space Telescope. Y'all this telescope was supposed to be in space and up and running around 2007 but here we are 14 years behind schedule in $9.5 billion over a budget and yes that was billion with a B. But what the James Webb Space Telescope will be doing is something that has never been done before with systems that have never been built before in an environment that has never provided so much of a challenge to all of the new technological development that is needed. But here we are launch set for late October where once on its way to its hangout of the Sun Earth L2 point it will spend a month unfolding itself to prepare for a commissioning phase to assure that everything is working correctly and commence data gathering once set. So if you thought seven minutes of terror was frightening landing on Mars get ready for the James Webb Space Telescope's one month of horrifying origami. Unlike the Hubble Space Telescope the James Webb Space Telescope cannot be serviced so it has to work and it has to work from the get go. And then of course we have a huge number of new kids on the block and something that you and I absolutely love launch vehicles. Assuming things are okay with Blue Origin's BE-4 engine United Launch Alliance is aiming for the Vulcan Centaur rocket to be on the pad and ready to fly in the last quarter of 2021. Vulcan Centaur will be replacing the Delta IV and Atlas V lines of rockets aiming to deliver lower operational costs due to competitor pressure. And just a few days ago Tori Bruno the CEO of United Launch Alliance posted a video to his Twitter of the first Vulcan Centaur booster leaving the factory for the Cape. It's happening! Mitsubishi Heavy Industries and the Japanese Aerospace Exploration Agency have collaborated on their next generation rocket the H3 and intend to launch it sometime this year. And much like the Vulcan Centaur its first stage is also in transport to the launch site but it appears to have had a whoopsies. So we may have to get back to you on that one but Jackson Mitsubishi are certainly rooting rooting for you here. There's also a surge in small sat launchers coming. Look out Rocket Lab the pressure is on. Firefly Aerospace is looking to be a few months away from launching their first rocket the Firefly Alpha and no word on if the brown coats have given it their blessing. Relativity Space is also looking to have the first launch of their almost entirely 3D printed Terran 1 rocket later this year. It's only got a handful of parts about 760 total which sounds like a lot until you realize that most rockets have about tens of thousands of parts. And such as private companies they're getting into the mix with their new launch vehicles no we've got some large organizations also doing so. The Indian Space Research Organization is a handful of months away from debuting its latest rocket the small satellite launch vehicle. Once the launcher is declared operational day-to-day work will be handed over to a consortium of companies working together as the commercial spaceflight arm of ISRO. We should get some more rumble in the jungle soon as Ariane Space will debut an upgraded variant of its Vega rocket known as the Vega C. Its first stage motor is brand new and is of the same type that will be used in the upcoming Ariane 6 launcher and an enhanced second stage will be included as well. Vega C will phase out the standard variant of the rocket and take over launch duties. But of course the thing that we are all probably the most excited about for this year and we're certainly going to be getting a lot more of it as the year goes on. Oh yeah those test flights are epic although that's not the only test flight that happened this week is it Ryan? Now we all know the differences pros and cons of both liquid and sorry propellant engines but have you ever thought of matching the two together to get the best of both worlds? Well I certainly hadn't but BlueShift Aerospace they certainly had. If you've never heard of BlueShift no worries because for the time being they've only been testing this the Stardust 1.0 sounding rocket although they do have higher aspirations if you see what I did there. Prior to the launch on the last day of January there were two failed launch attempts the first of which happened after the rocket igniter fired but an oxidiser valve decided not to open and the second of which failed to launch after an igniter failed to well ignite. It was third time lucky however as we got to see the pure power of that hybrid engine. The CEO of BlueShift Sasha Derry has said that the company are capable of building full rockets acquiring customers and going after a niche market in a unique way which they will have to do in order to secure the roughly $650,000 they need to be able to launch their next rocket Stardust 2.0 out of Maine before the end of the year. BlueShift also have two vehicles planned after that being Stardust Rogan Reg Dwarf the former being a larger suborbital launch vehicle and the latter being an orbital vehicle capable of placing up to 30 kilos into orbit. The most famous vehicle that uses a hybrid engine Virgin Galactic Spaceship 2 has suffered extensive delays meaning that BlueShift's confidence to go orbital by 2024 is a welcome addition to the hybrid engine market. This truly is a very exciting time for the future of rocket propulsion. If you can't mind back to last week Jared spoke about the SLS green run test that didn't go to plan cutting off just 67 seconds into the planned 485 second test. Well NASA have come forward and said that they will be performing another static fire of the big orange rocket. And as a few of you did point out I was incorrect about the number of times that the core stage of the space launch system can be fueled. I said it could only be fueled nine times but that was specifically for the operations that are happening at the Stenus Space Center. That's where the green run is taking place. Now in total the space launch systems core stage can be refueled 22 times and green run part two is on track for a late February test. There now is a likely chance that SLS's first launch will be delayed yet again past the end of this year which wouldn't look too good on the program but I'm pretty sure everyone in the community is welcoming this move as it is better to be safe than sorry. Let's get into some launches then only a couple to talk about this week starting with that SpaceX launch I mentioned earlier Transporter 1. Lifting off out of Space Launch Complex 40 at Cape Canaveral Space Force Station during its 22 minute launch window which commenced at 1500 UTC on January the 24th the B1051 booster forced its way through the cloud carrying the second stage for two minutes and 36 seconds before letting go and beginning its journey back down to the Atlantic Ocean. First set of deployments occurred around T plus 58 minutes and 50 seconds which was port C4 carrying 36 Superdust satellites for planet and C1 which was carrying 17 spacecraft upon Kepra's port. Finally at one hour 31 minutes and 42 seconds the 10 Polar Stying satellites were released setting another spaceflight record the most total number of satellites deployed on a single launch being 143. After the launch of Transporter 1 B1051 safely returned to port Canaveral with the Sun just on the horizon. The second and last orbital launch of the last seven days came from China more specifically the Jiquan Satellite Launch Center which saw a long March 4th sea take to the skies carrying the Yaogan 3102 satellites to orbit and here are our coming launches. Just before we head out for today I want to make sure that all of our supporters get a quick shout out because the amount of support we get from our incredible community is truly amazing. Our escape velocity orbital suborbital and ground support citizens all contribute to ensure that Station 204 can stay up on orbit and that this data connection between me and you can actually happen and if you want to help us spread our message you can head over to youtube.com forward slash tmro today just as little as one dollar a month. Well that's it for this edition of tomorrow news make sure to stick around though as I hope next week we'll have a bit more data of the hop of the Stinger steel pipe so I still don't have an actual line so I guess goodbye we'll do to a location closer to the equator.


Hi everyone, Sean, jaspyscasebrakes.com. We're back. 2001 Upper Deck SP authentic golf one box break. We already did it. Thank you guys all for being a part of it. I forgot to give away break credit. Tonight only, we're doing a break credit giveaway. Top five names, $50 of break credit each. So we're going to do that randomizer real quick so we can give you guys $250 of break credit. Here is the original list of customers from Gretchen Tiernan with last spot mojo backup to Sean Maddock. Dice roll. Top five names after four and a three, seven times. Good luck. Seven to the final time. Okay, so from spots six down to 24. Thank you guys very much for getting it on the break in the first place. And hopefully a randomizer I can do better for you next time. But special congratulations to Christopher Ferrara, Gail Abloh, Dimitri and Gretchen. Additional $50 and break credit to each one of you guys. Dimitri, since you got two spots in here, we'll send one credit to you of $100. And there you go guys. That was the break credit randomizer. Five spots, $50 each. Tonight only, for 2001 upper deck SP authentic golf one box break, random pack number nine. Jasper's casebricks.com, I'm Sean. Thanks for hanging out. I'll see you next time.


Okay, so now we're looking at the top part of the leg Okay, so the first thing we can look at is kind of inside of the pelvic girdle there So here's the iliac crest. You can see up here. This would be my pubic synthesis just for orientation So inside of the iliac crest is the iliacus Okay This large muscle here called the psoas major spell with a P


the independent investor channel and I welcome all the loyal subscribers to the channel and all the patrons to the Hylian content that we put out on a weekly basis. I think it's important to continue to help support these new and emerging companies that are really trying to make a big, big impact. In Hylian's case, the Class 8 space, they provide electrified powertrain solutions to the Class 8 market. They have relationships established with many of the larger OEMs. They are OEM agnostic looking to come public here through their relationship with PACCAR. If you are new to the Hylian introduction, you are not alone. There is a very specific reason as to why I put this content out as frequently as I do. I think that there is an awareness problem with this company. I think the people who have probably known about it have maybe even known about it, watched it go up very, very quickly and then fall from grace either as an observer or an investor and have moved on from the name and or there are people who need to understand what the company is looking to do, what type of market they're looking to penetrate and what technology they bring to bear. Very interesting. I've been following the story now for about three years. For those of you who do not know me, my name is Ryan. I'm a value investor in the stock market in multiple capacities. I come out with videos on the independent investor channel to provide really awareness to those different avenues or swim lanes that can apply to the masses. Now, the way that I invest in the market will not apply to you. I do provide those ideas that can help all investors get seek out and receive some exposure to the stock market and the capacity that they deem necessary in their own specific application. Hylion falls into what I would consider to be one of those speculative categories. The overarching theme here in investing in Hylion is that we are investing in a theme of global awareness, pollution, reduction, and earmarking those specific industries that over the last 100 years, let's just call it, have built up very established in a lot of cases blue chip businesses and have done so at the expense of the environment. Companies like Hylion are really trying to advance the technology that are existing today with regard to the battery technology, e-axle application, and in response to some of the mandates that will be coming on the line here shortly. Larger companies are twofold looking at this issue. The question remains, why don't they just stay with diesel? The customers of these fleets are demanding that the logistics space, trucking in general, take a hard look at how it is that we are delivering upon our promise to transport goods from point A to point B, but also looking at the opportunity through cost savings, if possible, and the possibility of reducing our reliance on diesel. Diesel fuel has been the dominant fuel choice over the last 100 years in the space, and companies like Hylion are looking to augment the logistics space by bringing their multiple solutions to bear in many different capacities to help with the advancement in both renewable natural gas, advancements and compressed natural gas applications, advancements in hydrogen fuel cell, as well as some hybrid offerings that help augment existing applications in the Class 8 space. Finally, some real novel technology, some may argue that it's not. There's some scuttle butt going on right now that, of course, the Carnot generator which Hylion has acquired from General Electric is somehow dead on arrival. I don't agree with that. I think my eyes are wide open. If I were to sit next to the freeway for an hour, 60 minutes, 100% of the trucks that I would observe go by the highway are right now powered by diesel. We can split hairs on what and how this technology is going to unfold. We can argue tooth and nail about who has the best technology, or what technology is going to win out, or what technology won't win out, and why. I think those conversations now are somewhat futile and they're frustrating now because even in the example of Tesla and Nicola, those technologies, especially in the case of Nicola that has had a very recessed stock price over the last, I would say, year it's really been on a real aggressive downward trajectory, will probably end up at the end of the day contributing to the technological advances that may actually see hydrogen fuel cell in reality and change that physical observation that I posed to the group here in understanding that right now, things are not moving at all. There are zero penetration. There's a few test cases. There's a few operations going out in Southern California that I believe Nicola is the point on which is great. Those advancements need to find their place and they need to find their place in the specific routes where those applications actually fit. But the investment in Hylian specifically, and just for full transparency, I'm not an investor specifically in Tesla. I'm not an investment specifically in Nicola outside of some long call contracts that are looking like they'll dissolve away and not materialize into anything lucky me. I am a large shareholder from a retail perspective and Hylian, I've currently rounded out my share position, went on some heavy buying on this last swoon in the stock price, which I felt like was exacerbated to the downside, accelerated by a short interest in the company to continue to short the stock for continued profit in what I feel like is a perceived lack of weakness on behalf of Hylian, not garnering really a whole lot of orders in 2023 to build against their backlog of orders. I don't chalk that up to be anything other than just a waiting game now, a waiting certification, etc., before they can start to fortify that order book and start to build against that order queue. But my Hylian position has been built up right now, last count is 17,500. I've smartly accumulated shares, especially over the last couple of months that's seen the stock in this downtrend in the face of buying a stock that looked like it was inevitably going to zero. The only solace I could take in watching the stock action every single day is to know that Hylian was guaranteed not to go below zero and start to take money from shareholders to own the stock that owned the stock at a negative integer. So that was the only comfort that I had. This last week, coming off of the ACT-23 Expo, I thought probably churned up about the best and most quality churn and momentum for Hylian that I've seen in three years. Of course, you can accuse me of being a fanboy if you'd like. That's pretty typical through social media. I am a social media content creator. However, most of the real feeling I get and why I do this channel, I don't typically enjoy social media very much at all. However, I do insist on having a voice and contrary to many of the opinions, the isolated opinions that I'll come across on social media, I just disagree wholeheartedly with how people apply their investing thesis, how they justify and look for validation through sources that I don't think will provide you the justification enough to allow you a sound decision insofar as you're making those decisions based on others and not yourself. It's really just that simple. My intent is to provide education from my perspective and then allow you to engage on your own deep dive, come to your own thesis. I know there's a lot of people who have. They've come to their thesis on Hylian and they would suggest that Hylian is complete with their sales and they'll never garner another sales going forward. We will see. If there is a game of cat and mouse going on right now with a CEO that seemed nothing short of confident in his delivery, in understanding the niche in the Class 8 space that they're looking to provide a niche, not a complete takeover, a niche. They are looking to provide powertrains to the grander Class 8 solution now with the digression and the stock price and the reduction in the cap of the company, the market cap of Hylian, are they or could they be a takeover target? Yeah, I absolutely believe they could. Are those discussions happening now? We don't know. Am I being presumptuous that perhaps maybe a takeover opportunity is out there? Yes, I do because the impression that I get from Hylian is that they want to advance this technology themselves with their existing relationships. As a share owner, I would like to see that happen because it's going to be more lucrative for me to have had myself and this community that we have built up over the last couple of years that have been preppy to have invested in and have believed in the story to see it come to some level of niche penetration in the Class 8 space. For most of the bulls in the company, we understand that we don't need to have a 10% penetration in the just over $1 trillion Class 8 market. The amount of trucks that are being purchased every single year provide plenty of room for most of these technologies if in fact they can bring a technology that can be brought to bear that is not a laughing stock, that can actually provide some real tangible benefits to the fleets. And I believe Hylian has that. It speaks to my conviction about my position and my position allies with the fact that Hylian has taken a different approach to transporting goods from point A to point B. And I want you to think about that for a moment. I talked at the top of this offering about tit for tat with different technologies out there. Nikola has the best. Tesla has the name brand and recognition right now. It doesn't matter if their trucks are breaking down all over the place. Pepsi's having to haul them back in this experiment that they've got going on on behalf of Tesla. I don't think it really matters to go tit for tat so much with who has the best technology. I think you need to look below the hood. No pun intended there in what these companies are boasting with regard to their ranges and their torque and their power and their opportunity to drive TCO over the long term. And I think Hylian unfortunately has been caught up in this idea that they have been dubbed an R&G C&G company from the beginning and rightfully so. They have professed that their R&G renewable natural gas hyper truck extended range vehicle would be their flagship product. And I think if there was any criticism that I would put over the ACT expo is that I thought most of the focus was on the Carnot. And this could be me reading into it a little bit further. But perhaps not. Perhaps a discussion point is to suggest that look we've been investing in the company for three years and three years ago we narya heard the word Carnot even introduced and now it's the dominant portion of the discussion. Am I excited about it? I am if they can start to generate some revenue out of any of these verticals that they seemingly are very very good at introducing and generating hype over. But when it comes to the bottom line my question and the scary question is who is going to buy this? Where are they going to be placed? What competition is going to be out there to head off the progress of Hylian looking to specifically penetrate the stationary power generating market? It's great to talk about these things and show a neon green slide and show banks of Carnot generators that are generating all of this power at 7 cents per kilowatt hour. But when you look at the below the surface my question is very very simple. How are you going to generate revenue from it? And it's been the same question for the hybrid. It's been the same question for the now hyper truck ERX and their new partnership just announced on the last quarterly call to close out the years in 2022 on partnering with hyzon motors to accelerate their hydrogen fuel cell opportunity which actually I'm quite bullish on. I'm not so scathing on hyzon as some people are. I understand that they've got a pretty recessed stock price but again if I look at the company and their international reach I think hyzon could be a sleeping monster. If these two can collaborate their efforts and really offer the fleets a multi-tiered approach to what it is is going to fulfill their need route specific them being the fleets the logistic fleets themselves when they go and they offer the opportunity to potentially start to augment these fleets with this new technology. Now if the new technology is introduced and it ends up falling on its face so be it. Okay I'd like to see hylion given the chance with all of this certification and rigor which we are in an uncomfortable time for me right now having not heard any progress at all on certification. I would expect that the earnings call that's coming up here in a couple of days this week hylion will roll out its Q1 earnings for 2023 and I'm probably in the same camp that I've been in for the previous four quarters. However coming out of this week I feel a glimmer of hope and just bear with me for just a moment and I want to paint a picture for all of the share owners in this company that have believed since the beginning they have the relationships they have the product they have the ability to really set themselves on a par with diesel if not to drive a better TCO on the long not necessarily on the onset but there was an announcement that Thomas Healy shared with the group during the ACT Expo that's actually going to further help accelerate that incentive and incentive to the fleets directly that was a big announcement that I think nobody's talking about and I think it's unfortunate but hey the fleets that are looking to uncover these different technologies and maybe look to make these leaps of faith with these companies are doing that now so they are absolutely crunching the numbers and moving from a 75% credit a ZEV credit to now 100% ZEV credit I thought was a fantastic deal I believe that was under the ACF mandates I believe if I'm my memory serves me correctly in either case it moves highly on in a category to really allow for the maximum incentive for fleets to to partner with highly on now a partnership with highly on doesn't necessarily mean that they're engaging in a new OEM relationship and that's why I think the bridge to success for highly on is a little bit softer the the learning curve is going to be a little bit flatter for them as opposed to a Nicola who has basically built their product from the ground up warehouse OEM strategic partnerships with parts and suppliers etc etc where I think the risk to reward is probably much greater for Nicola unfortunately I just think they've bit off more than they can chew but and I think I think they're going to suffer I mean they've diluted now I think they've pushed their share float up to the maximum of 1.6 billion shares comparatively speaking with highly on it just around 180 million shares of float it just doesn't equate to me how this isn't being talked about highly on is in a position of strength with with their cash there was a little bit of scuttle but on my live stream on Friday where we talked about highly on exclusively where the bear case is that they're burning cash of course they're burning cash that is the name of the game right now they're not in a phase where they can look at the the the the the business and and the cash that's being generated on the top end and and expect that it's anywhere near close to what they need for their operating expenditures as a business that's to be expected it's almost like making kind of an obvious point and using that against the company again on a company like like this in its infancy if those are the type of metrics you want to apply albeit ill ill applied in my opinion to a company like this then that's your prerogative to do that that's totally fine but for for for a company like highly on that has the lean business model which I again we've talked about over the last couple of years but I think people truly miss what they're actually purchasing when they purchase a stock that's up close to 30% over the last week with the momentum that they're buying into a business that companies aren't necessarily going into business with highly on 100% let's just put an arbitrary figure of 40% of the truck is owned by highly on the rest of the sourced material and 40% might be a little bit high to be honest with you let's just drop it down to a quarter of the truck with regard to its technology the engine is not highly on the powertrain the e-axel is not highly on that is commons and commons is assisting with this the source of supply that pack our has both peter built and kenworth excuse me not ken is it kenworth or freight liner i believe it's i believe it's freight liner is it kenworth i'm drawing a blank i believe it's kenworth actually but to be able to source their supply from pack our companies and their transition to a greener opportunity um and one that applies under and meets the conditions of the act the the gap that's needed to be bridged by partnering with a company like like highly on is really not that big they're buying basically a conventional truck that has been reimagined in all the right places and not reimagined in the rest of the places i speak specifically about the aesthetics of the truck um the driver experience is actually improved the hoteling has actually improved the onboard diagnostics package that's something that does not get talked about at all and certainly as part of my bullish thesis when i purchase shares in the company that i'm buying into that cloud computing an analytical opportunity that highly on has from a subscription base in the service that they can provide to their fleets in monitoring the performance and allowing some predictive maintenance and analytics i just think that's enormous i think that's where kind of the ai perspective is going i i think if you're going to make a few hundred thousand dollar investment into a tractor why not put those additional monitorings on that to make sure that you get the maximum life it just makes sense to me from a business perspective i'm not a logistics guy and i'm not a trucking guy but it just makes sense to me that a company like highly on would be dubbed a company that actually knows more about the trucks than the companies themselves and that's a pretty bold statement but i think there's a marketing opportunity there and i think there's a real business opportunity for highly on to exploit with regard to their subscription based business i think it's going to be fun to see them uh step that up i think it's going to be fun to help them to watch them fortify that piece of the truck that they do own and then go ahead and just segue the rest of that business to the oems have who have been doing this for a long long time so the stars are aligning they're aligning slow i think they're aligning slower than i would expect them to align but what does that mean um that really doesn't mean anything with regard to how fast highly on is actually moving in response to what the industry can accept at this current juncture so when i share those conjectures with you i i want you to try to separate my own personal opinion look i'd like to see highly on be selling a thousand units a month okay is that realistic tomorrow is it realistic next week is it realistic next month or next year well as the company evolves it should become more realistic but expecting that now based on the performance over the last couple of years and the trajectory and the speed at which they've been able to move on this project it's it's highly unlikely to expect that highly on is going to advance their technology faster or slower than what is expected the pace at which highly on is going to roll out this technology is going to be measured it's going to be smart we are awaiting the results of the certification to come back and we'll just have to be patiently surprised as those developments are rolled out all right so the big theme of the act con uh expo wrap up that i want to offer for you guys obviously carno technology and a big shout out to josh muck is the lead engineer on the carno technology um he was very very helpful very ecstatic about being the lead on the project and also being a highly on uh employee um josh is part of the discord group which is actually surprising uh and actually uh somewhat satisfying to know that they are in there and they're taking a vested interest in what the conversations would garner amongst mostly retail communities where the discord group is um is uh is frequenting so if you're not part of that go ahead and join that the 3d printing demonstration and the capabilities of the parts that cannot be produced to allow the carno to operate the way that it is intended to operate was on display there i thought that that was pretty awesome um the carno erx for me was one of the three big game changers this year the announcement i was not expecting that um it was very sharp truck um if if this thing actually works the way that they expect it to work i'm like hey i'm a show me guy i'm i'm not going to buy into hype at all here but um whether or not they're taking this concept too far with without really understanding if there's even a demand uh in the marketplace for this i mean i i've got some real skepticism i'm more interested in the stationary that seems more achievable now in aligning with where the current is taking this current this opportunity with bev it seems like the politicians have already dubbed bev as being the king and they don't even understand that they don't have the power to be able to uh to to supplement these i think it's a politically wonderful idea for politicians to continue to get reelected to talk about their undying love for bev when there's a lot of skeptics out there that are questioning a lot of different things not only safety but the reality that we just don't have the ability to charge these tricks so i think the stationary market for highly on is attractive i i just again go back to this idea of if we build the carno are we not rendering the rng erx obsolete which some of the internal sabotage that i've already seen with highly on makes me suggest that they're just engaging in this full force in this science project on a massive scale and hoping that the science project lands on a market that's going to accept it and is going to find a place for it and my friends it's like drilling for gold okay it's like prospecting for gold without drilling for gold okay and it makes me nervous a little bit to have this cash burn working so heavily against not only the support of the company and the op and cap x that highly on holds but also these indefinite ins and strings of projects that look they just need to identify one i jokingly said about six months ago why don't you sell hats and t-shirts to people and start to generate some income because if they're going to continually pursue these verticals and not see them to an end if highly on is so naive to think that they're just going to be able to inevitably spend to the moon without asking the scary questions of whether or not there's even a market for the carno generator i mean really what incentive do the fleets have what are the bottom line metrics that are going to be driven by the carno as opposed to the the the diesel that's being driven right now we know that's going on and what incentive are they going to have to go carno as opposed to hydrogen fuel cell what incentive are they going to have to opt for the carno the hydrogen fuel cell and or what incentive would there be there to go ahead and opt for r and g and i i think it's in my mind i have a very very detailed answer to my own rhetorical question but these are the types of deliberations that i go through in understanding that highly on is looking to come with verticals that can satisfy multiple routes in this country and abroad right i think the idea of sitting across the table from industry at least this is my interpretation of what they've got the opportunity to do again with the caveat to understand that if industry is receptive to the idea that they could sit down and say hydrogen fuel cells not going to work for this route diesel's not going to work for this route the ex is not going to work for this route but hey the r and g erx works perfectly fine for this route or vice versa hey we've got a little bit of exploratory on this route here it's a very established route it's one that we feel comfortable with putting the rigor of new technology over maybe the carno generator or the carno erx is better for that application and we can start to to garner the renderings from those learnings off of that route for that specific application now that's what i think highly on has the opportunity to do to sit down with industry and an appeal to multiple routes depending on what the route and the frequency of that route drives then once you look at the specifics of the right route the miles driven the rigor over the vehicle that the driver tendencies you can take all that package it up and really start to generate some metrics on how more how much more efficient they can be how much matching inefficiency they can be or even maybe that that route is better served by diesel guys i don't know right because there has to be an economic benefit to switching over from diesel even in the face of reducing the diesel in that specific application for the good of the environment right so this whole project and this whole theme around moving toward a greener future in the class 8 space there are other industries working on this but this niche is about the class 8 trucks trucking and transportation and logistic space that is what we're talking about and the question is who better served to look at route specifics i just i look at nicola okay they have bell they have bev full electric and they have hydrogen fuel cell if they sit down and they have those two options and they can say well you've got this route these are our two options this is your route over here these are your two options this is your route over here these are your two options i think in any one of those cases which highly on it does not have a full electric option where they don't have that they can actually augment the fleets in a way that nicola can't with their bev proposal to the industry and that's why i think bev is only suited for short haul at this particular juncture with the lack of infrastructure with the lack of charging infrastructure and i think the headwinds that's going to be meant to actually establish all of this infrastructure that the white house is just saying we're just going to go ahead and build this stuff all over the country at any expense i think they're missing the big picture i really do i don't think it's going to be as easy as everybody thinks that it's going to be and i i think bringing generating power along with you actually makes a hell of a lot more sense to me um and and i think a full comparison of the actual impact of going full electric and the locks the loss of efficiency the loss of torque the loss of payload and capacity and the additional waste that is going to be generated from those trucks on on the back end when those trucks have run them their service life i don't think we fully grasped the impact of this whole go go bev or nothing movement that i think politically has momentum but i think in reality it falls dead on arrival when you start to look at the specifics of what's going on i thought thomas healy was fantastic i thought his energy was great there was people on the floor that were talking about his engagement with a lot of people this convention was twice as big as the one last year so we would expect that the exposure was twice as much whether or not that renders anything material is beyond me okay i'm very very close to the vast as as as it pertains to my presumptive attitude about highly on we are and rightfully so i have dubbed this to be kind of the quiet period for highly on and boy oh boy has it been it has been an absolute ice age for large catalysts i mean you know naming new directors to the board of directors just doesn't move the needle for me that's not exciting it it shows that the company is focused on yes i would contend and maybe just offer up that it is an important aspect of the company but not paramount right now to drive bottom line return on on capital and right now the return on capital is horrible i mean it is absolutely horrible i think they're getting a return on capital of about one dollar for every thirty seven dollars spent with the company it's absolutely atrocious right now with the money that is going out the door and the lack of money that is coming in so you know these little tidbits of information are dropped on the community and it's kind of like it's a non-starter for me and and we've been lacking in some of those major catalysts the the team has fortified itself from 200 to 250 you know i this team has to continue to grow but as the team continues to grow and the operating expenditures continues to grow we're going to have to at some point ask the scary questions on who is the target audience and who amongst the target audience is actually going to buy product at the end of the day that that is what we're after we can talk all day we can get excited we can do live streams we can talk about how highly on has the greatest solution out there under the sun at the end of the day it does not matter if they have went gold digging without actually doing the drilling and prospecting ahead of time okay and and that for me the verdict is still out whether or not that research is really truly understood by highly on whether or not they've started this momentum on a on a on a voyage to nowhere in other words are they looking to build this big badass product hoping it hits the mark someday i hope not i hope there's data and i hope there's statistics to show that this is not a speculative guest rather a foregone conclusion that highly on will find a small niche in the class 8 space and if they find their small niche then they're fine if they can't find any niche whatsoever which over the last six months of of of ice age it appears as if highly on has not garnered any interest now we don't know we do not know and until we're provided color on progress moving forward with any of their initiatives i just think right now they've got multiple projects going and they're moving each and every one of them in small and incremental pieces my fear is that they'll just burn up all their cash having been moving all of these projects in a direction and not seeing any of them to an end that's a real concern for me right now whether it's warranted or not it may not be guys okay i try to be as neutral and as less of a of a critic based on presumption without that basis for my thesis to throw that out there and say is anybody else concerned with this or is it just highly onto the moon and that's the way it's going to be and ryan stop worry and you're being a baby about it now i i don't think so i this thing came to public markets as a pre revenue company they have proven that they can generate some revenue immaterial at that but they need to prove that they can generate some revenue and it's just that simple it is a proven story and guys if if highly on cannot generate revenue we don't have a company anymore we do not have a company without revenue we do not have a company without revenue it's that simple do they have the opportunity to to to garner that revenue i believe that they do but i can believe everything under the sun i can believe and project to a youtube audience that i believe that that's going to happen it doesn't necessarily mean that it's going to happen and highly on needs to prove in some short order that they are marching toward that end and that's what i don't understand i listen to the q&a after every single call and not one of them talk about this not one of them they all come on and they congratulate thomas healy on the quarter they congratulate the team great job they talk about the advancements in the rng erx maybe throw out a carna carno question to sound smart and nobody ever really presses the way elon musk was was pressed on the early days of tesla you remember some of those contentious calls those were unbelievable it's always just like a kumbaya and let me throw this softball up there for thomas healy to hit out of the park and that's it there's never really any press to suggest when when are we looking to actually maybe i don't know make some money with the company is that not a fair question i think it's a fair question to ask what type of metrics have you put around what type of and the number of units that need to be sold to actually turn turn back some revenues hell i'm not even talking about profit because profits are going to come when the margins start to expand and we're not even near that discussion um those original projections we're talking about margins from 25 to 35 percent and those cannot start to be materialized until they start to identify on a month over month sales basis how many units they need to sell to actually cover the operating expenditures of their business they don't have to turn a profit for years guys they don't have to turn a profit for years they can continue to expand the company and not turn one dime of profit but what they need to do is drive revenues enough to make sure that these dollars in this highly on project aren't going into a black hole to be lost forever all right the ride and drive was fantastic the three attributes of the ride and drive were comfort reliability and torque excuse me reliability which surprised me based on what i didn't i didn't know torque which was a surprise to me as well regenerative braking and there was a few others that were mentioned here um on the driver's impression during the ride and drive comfort was mentioned i think that's something that's kind of overshadowed um with regard to the driver comforts and in driving a vehicle that's silent that only has a generator that kicks on to charge the batteries it's worth mentioning here that the highly on product was the only sleeper cab at the entire expo that's a bold statement there was one additional that was a autonomous driving vehicle and it was actually right next door i believe through peter built that was the autonomous offering there was some discussion about the sales team being ready to ramp up sales and being strategically placed all over the country so that's of interest to me and then finally the hundred percent credit that was announced an increase over the 75 percent um a cf mandate credit that highly on was originally um eligible for at 75 percent has now been increased to 100 i think that's huge i think any bump in the right direction and i just want to close down the weekly live stream by saying this if we cumulatively and i posed this to the to the shark tank on the friday live stream when we were talking about highly on are you satisfied with the progress of this company thus far and i think if we look at these small advancements and their relationship with act and their relationships with their many industry partners it's hard for me to imagine the the nuclear option with highly on and that is that they cease to exist all relationships ever all the hyper trucks go into self-destruct mode they all blow up and they all cease to exist all of this progress toward the data that is being pulled off of these trucks which is part of what you're investing in is the the gathering of that data every single quarter that goes by each of these verticals do kind of start to materialize in their value okay in other words the value of highly on now is significantly greater than it was last year and two years and three years respectively if we look back on the progress of the company the irony in that is that the stock price has moved in the opposite direction in the face of my my assessment of highly on is that their value and their progress has materially increased and it is increased exponentially along all of these positive fronts that they have and there are many the car no announcement the hyper truck innovation council the order book that has been garnered thus far the applicability to these incentives that i talk about the mandates that are being placed on both the oems and the fleets which it isn't talked about in any of the bullish or bearish thesis on highly on most of the time i think it's just a convenient scave or a convenient angle to play when explaining why highly on won't make it and those always stick out to me as being somewhat suspect and that what is what is the point to that is there an underlying an objective and here in 2023 my friends retail investors have to understand that the game is always being played below the surface no matter what all right you can circumvent a lot of those games if you can answer a very very simple question for yourself do you want to own the stock or not because that in its purest form no matter if you're a retail investor or an institutional investor is the same the stock that you're purchasing one out of those 180 million in the share float now those company shares are yours just like the institutions shares are theirs okay whatever games are being played whatever short selling is going on whatever manipulation in the stock whatever backdoor deals are going on in the stock are all dissolved away in its purest form when you make a stance to say look i've got my thesis to the pro and i've got my thesis to the cons over here and based on my objective research of this opportunity i want to take a stake in this said opportunity and i'm not going to promise you that those underlying subcurrents are not going to be going on i'm not going to promise you that the stock isn't going to be subjected to a short attack like it is now i'm not going to promise you that the company is going to have delays not going to promise you that the company is not going to disappoint on this next earnings call okay i'm not going to promise that but what i will promise you is this if you own the shares for the long term you can set yourself in an elite category of long term investors not traders that own this company for all the right reasons and let all of those reasons that are a lot less important to the bottom line conviction that you have on highly on those will all dissolve away and you'll be very very crystal clear steadfast and calm in your application in owning this company for the long term guys i appreciate you tuning in thank you very much to the shot out the group for friday on the live stream x caliber andrius silent alert kevin joined us as well robert was was on from investing in entrepreneurship really appreciate that group it was a lot of fun it was suggested that we make that more of a frequent thing and i'm rolling around with the idea of making sure that i can make that time commitment will probably do it on like a saturday early in the day so the european audience can actually tune in at a at a normal time i know andrius was up at like four a.m over in europe so we want to try to accommodate those different time frames but want to thank the grander highly on community to continue to support this niche message on the channel it's a lot of fun for me we'll continue to do that and we'll continue to share the story and pay it forward for anybody out there that's interested in this niche space as it pertains to this name guys thank you so much for tuning in and uh subscribe to the channel hit the notification bell leave your comments at the bottom of the video and as always good luck in your investment future


This paper examines the behavior of a hybrid nanofluid consisting of cobalt ferrite, co-Phe-204, and copper, CU, nanoparticles in a porous medium undergoing unsteady motion due to an expanding surface. The effects of various parameters such as second-order velocity slip conditions, chemical reactions, heat absorption slash generation, temperature-dependent viscosity, and Darcy Forchheimer forces were analyzed. The results showed that increasing the amount of CU or Fe-204 particles increased the rate of heat and mass transfer while varying the second-order velocity slip condition had little effect on the overall performance. Additionally, the presence of chemical reactions and temperature-dependent viscosities had a significant impact on the overall performance of the hybrid nanofluid. This article was authored by Murtaza Sakib, Qumam Pum, Bilal Muhammad, and others.