Guys, welcome back to the Independent Investor Channel. Super important, man. Frequency about every week on this. I hope you guys don't mind. I do this for very, very simple reason and I just want to premise this. As this company starts to move up and starts to gain a little bit of momentum, that of which it has none right now, zero sentiment is as low as it's ever been. No problem conviction as high as it's ever been. I give kudos and compliments to those folks that have been sticky investors. I allude to them in this video. Okay, we're going to jump into the website and I'm going to give some visual visuals. This is going to be a little bit more entertaining. It's not going to be me just droning on for an hour. This is going to be a little more extended of a video if you can't sit through it for the entire time and respect of your time. I totally get it. It's super important. I could just as easily split these up into five videos and put them out through YouTube. I'm not doing this for any other reason, but for awareness for a company that I believe is on the precipice, something great. The lower the stock price goes, the higher my conviction gets. That's simple. I think we've got a community that is absolutely fantastic. They get it. They see below the surface. This company's not going to zero. It is doing things right now that I think I will allude to in this video that I think really speaks to the opportunity here. At just over $4 a share, I think it is one of those things that I find ironic all the time that the lower the stock goes, the more of an opportunity has been presented. That's a fact, Jack. Whether or not you want to disagree with me or not, there's going to be bulls and bears in this case and bears seemingly that perhaps maybe have been burned by the company, want to see it fail. I don't understand any of that thought. To do or not to do, which means to invest or not to invest. There's seemingly a lot of people who have an extremely vested interest into seeing that this company fail or no wonder or stick it to Thomas Healy or whatever your motivation would be. This is just a company and it's represented through recess stock price, this particular juncture. I speak in this video about some of the opportunities that you can find not only through Healyon.com, which has been incredibly improved upon almost real time. It's one thing that doesn't get talked about all the time and giving you credit to telling the Healyon story. It's the social media thing and the scrutiny that they receive about not being forward, yada, yada. I've been one of those folks that have said that I think they need to do better. They've improved upon that front just as of late. Is it because of us? Hell probably not. Anybody who thinks that we have that level of an influence on a company that I think believes they hold the cards, I believe they do. I'm going to talk about that in this video. Some of the major things going on. I really want to talk about foot stomp, the importance of how I think this local and state government grant incentives are going to play into this, especially with the TURP program in Texas. I think that's huge. I really want to discuss where the R&G build out has been the last five years, up 577% in fuel availability and where that could potentially go into the future. The industry shift in sentiment and what's going to help drive that sentiment and help really push them over into a physical application of some of these solutions in their fleets to drive the carbon scores for their businesses, on their environmental stewardship scores, how Healyon is taking their approach. I'm going to walk through the website with you guys. You're going to find this extremely educating. If you knew nothing about Healyon Holdings, man, stay with me. Spend 60 minutes in education on this particular topic. Your understanding of this company that I believe is providing a ground level of an entry at this point doesn't happen every day. Once it is ceased to exist, you don't get to go back and do it again. It doesn't work that way. This is a company that I feel like right now, if nothing else is provided, just as good as ever of an opportunity to invest in the company, it's that simple. If you look at it, want to argue with me and say, well, everybody was wanting to buy it at 58 right now, Ryan, why would anybody want to buy it at four? Ask yourself that question in the mirror and then come back to me with a really good answer as to why it's a better buy at $4 than 58. Talk about some of my convictions surrounding the company at this point. Some of those real nuggets of granular takeaway when you do a deep dive on this company. There's too much juicy with the amount of hiring spree that's been going on just as of late. I mean, this is groundbreaking within the last week or so. I just received a correspondent summary that I plan on sharing with the Facebook group. You're going to want to join that. If you're serious about this company wanting to know about it full or bare, it doesn't matter. You've got the Facebook group. You have the highly on discord group, which is fantastic. Many, many of the patrons come in and support my message, man.  I'm doing everything I can possibly do. You can tell how intent I am. I'm a bullish shareholder in the company for full disclosure. I don't do this to boost the stock. I don't believe that's even possible, but I'll footstomp the education piece in this video. Talk about how important that is in really understanding the below the surface opportunity with this company, what they're trying to do. I'll talk about the technology, the data, the machine learning, the algorithmic data processing, et cetera, to improve not only the driver experience, but also the data that's made available back to the companies with regard to preventative maintenance, smarter route planning, and the sort. This has a technology element to it that cannot be ignored. Absolutely can't talk about other sources of really good information. Another shot out for Paul with RAP-PAC stocks with Drive Mix Game. I would ask you guys, if you feel like you're supporting me at a time where I'm putting out over the over the average information highly on, and you don't like to do that, and you feel like you want to stick it to the man, unsubscribe. No problem. If you don't appreciate this information, there's a reason why I'm putting it out with the frequency that I am. It's just that simple. There's a reason why I'm putting it out with the frequency that I am, because it speaks to the opportunity that exists. It exists right here.  And I think there's going to be a lot of momentum players out there. I think there's going to be a lot of bandwagon players out there that all of a sudden are again highly on fans that will come on board when this thing hits 5, 7, 12. I speak a little bit to the investor sentiment and the stickiness of this community. Those shares aren't going to go anywhere. When this company goes up, those shares will not be sold off. They will not, because people who understand what I understand about this company are not holding to go to 12. We're not holding to go to 25. I'm holding to go to 100 plus. You want to invest to make 20, 25% outpace the market, which has been proven futile and impossible.  This game right here, this is different. I'm not going for 25% of appreciation here. If that's your goal and you can do that, great. It is not mine. The deeper the conviction on a company, the more you can understand that as the true opportunity is realized and the landscape that Hylian is going after here is starting to realize as we go from low scale production into mass scale production on the low end to start. Yes, I've got my minimum number of units that I believe the company will make with no problem with regard to all of their networking connections. Guys, they're not making these hires to put on dresses and go to a party that's nobody there. They're just not doing that. It'll be part of my question for Thomas Healy on the earnings call coming up here. I plan on trying to getting a couple of questions into the docket as well. I will ask those specific to his bullish thesis as to why he's doing this aggressive hiring and what he sees on the landscape to build out that team so aggressively when the stock market is so heavily discounting the Hylian opportunity, something's got to give. Something's got to give. The bears will say the company's going to zero. I'll talk about that. Bulls will say that eventually the time necessary will be the vital ingredient to this recipe playing out over time as the bullish conviction and thesis comes to fruition for the company going forward. So with that, guys, I want to jump into the Hylian website offer tutorial from my perspective here. I've covered the company since the beginning and it's been a pleasure to do so. I enjoy this. You always have to stay hungry. There is no infinite into this. This is an infinite topic. There is no finite into this game. There's not a race that's being raced here in that you're going to end up at the end of the race and be like, okay, what now, Ryan? It doesn't work that way. A company like this that's on the ground floor after two years of public markets in two different capacities is just that it's on the on side. It's at the beginning of its stages. The scary question is where is it going to be in five? Where is it going to be in 10? Where is it going to be in 20? As some of these paradigm shifts in the industry that are very, very real are realized. So let's get into the website, man. Go through the tutorial here on Hylian Holdings. For those of you guys that are unfamiliar with the Hylian system, sometimes it takes somewhat of walking through it. It's fascinating what they've done here. Relatively simple concept, not so simple to fine-tune. And with the help of FEV, they've gone through the line items in each and every one of these schematics that they've got on the Hylian system. But Hylian has done a wonderful job in breaking down for you what it is they envision in basically a new truck and the parts of the truck that need to be rethought. And I think most importantly, to be honest with you, not taking away from the driver experience in leaving the remainder of the truck untouched, the aesthetics, the drive and feel of the truck should remain the same, actually should improve with the quiet ride that the HyperTruck ERX does provide for the driver. So just a quick tutorial on this for you guys that are unfamiliar, for you guys that are in the Hylian community and understand that this is a critical product that they have. It is unavailable right now from mass scale. They are in the process of validation, both with their fleet roadshow, as well as their outreach that they're doing right now within their fleets, within their sales team to really educate. And so the whole point of this video is going to be education Hylian 101 for anybody that's unfamiliar with the Hylian opportunity. I'm going to run you through a tutorial from my perspective on what we're seeing here. So very, very simple. On the back end of the cab, you've got the RNG tank that's item one, and you can follow along here. Hylian has done a great job of upgrading their website to really explain and walk you through the processes if you're unfamiliar with it. So if you just kick over to Hylian.com, this is fascinating stuff. I love studying Hylian. I love studying the company insights. I scour the website. Since they've turned public, they have done a fabulous, and I do mean fabulous, job of increasing their information and availability of said information on their website. They're almost real time with their with their information on the website on what they feel is important. Okay. So you can see here the tank feeds what is on board, you know, would be a traditional diesel motor, and they've replaced that with a generating system. So no need really to generate the power here anymore. It's a rethought of what our traditional way of generating power to the rear axle has done through traditional internal combustion engines, you know, our traditional diesel engines. So if we can just replace that with a generator, the generator provides basically power. That's it. So RNG to power the generator and the generator to produce the charge for the battery systems. Okay. Battery systems here, located right below the cab, to power the e-motor, which is here, and then to power each of the respective rear axles.  These are dual axle, electric drive axles. These, to my knowledge, are produced and installed by Meritor. So really exciting stuff. This does provide the regenerative braking element to the Hypertruck ERX, but that's a system in a nutshell in a one, two, three, four stage process. And if you want to understand more and check out this visual that I used here, please kick over to highlyon.com and get yourself educated up on what is coming to the marketplace. It is inevitable, guys. There is no stopping it. This is absolutely what's going on here. And with the momentum now being really stalled out with a looming Q4 earnings call coming around the corner for 2021, now is the time to dig in. Now is the time right now to realize the opportunity here with this company, because you only get to realize it once at these specific levels, never ever have I seen an opportunity to get in on the ground floor of a company like this, looking to revolutionize the class A trucking space in this particular manner. A lot of people would ask me, why would you invest in highly on what are you investing in? Make no mistake about it, guys. You are investing in an alternative fuel future and this spoken and plain language. Renewable natural gas is for real. And if the last five years is any indication of the direction of the fueling of our over the road transport system is going to be partially, if not to a large degree fueled by renewable natural gas where the application fits, you would be sorely mistaken and you would be betting against this increase that we've seen here in the availability of renewable natural gas up 577 percent over the last five years with regard to its availability. I guess the scary question is here and where highly on fits in to this equation is where are we going into the future? Are we going to just cease to exist on this opportunity? Are we going to pivot to a new alternative emerging fuel? Is the technology going to change so much to potentially render this option unavailable? I can tend to know. And this is an interesting dichotomy between the people who are bullish and bearish with highly on holdings is somehow to ignore the fact that we have methane emissions off of our landfills and off of our dairy farms that can be put to such a better strategic use than just off gassing to the atmosphere. It can actually be captured. It can actually be transported. And it can actually be used as a fuel on board these systems here. So people ask me, you know, what are you buying here with the stock price at four dollars or eight dollars or twelve dollars? The folks that really, really understand this company are not the ones that are frequenting the Yahoo thread, which is dead. The Yahoo thread is dead. If you want to understand much more about this company, you can tune into the very few YouTubers that are doing a pretty good job. You can kick over to the Discord group, which is an open and accommodating place where you can find out all kinds of information from the bullish thesis to the bearish thesis with regard to this company. It is a startup. They are not making and generating revenue at this point. For the bulls of the company, it is irrelevant to put that type of criteria against this company when it is just premature to do so. But it is worth focusing on what you're investing in with regard to the future outlook for the company and what they're looking to do to harness this paradigm shift in the industry from a diesel-dominated era into an alternative fuel era with the idea of stepping into a cleaner future, something that's going to be better for the atmosphere. But these four points on the bottom I just wanted to touch on, and again, located on highlyon.com. This is more of a tutorial on my insights and what I extrapolate when I view this. I go to highlyon.com at minimum weekly and check for updates. But the intelligent electric powertrain is interesting enough. Why not garner the data off of the rig itself? Why not use that data? Use the technology that's available right now to press it through the algorithms with useful data on the back end. They should be able to game out on this truck and provide preventative maintenance to the fleets. Make no mistake about it guys. There is a technology aspect surrounding this company and it gets missed all the time. Everybody is just on the mechanical side of it. Oh, they don't produce a product. Oh, they bolt themselves, bolt products together. None of that is just true. It's all vague assumptions about highlyon.com and a failure to recognize that the battery technology, they acquired that battery company back in 2017. They own it and they've made it their own. There is absolutely everything proprietary that they have with the 8-minute charging type of perspective, which I think has a multi-use application that has not yet been exploited. I think the sky is the limit for the technology in its multi-use application. As we speak right now, the company is laser focused on putting the Class 8 of the road transport solution into the hands of the fleet so we can move to low-scale production and then eventually massive scale production on the low end as this thing starts to gain some traction. Reduced ownership over time, that's the TCO that we talk about total cost of ownership. Very, very simple calculations, a little bit more of an upfront cost.  I think something that's being missed all the time with the reduced cost of ownership is assuming that it costs more on the onset. Hylion is declaring that over the course of a seven to 10 year product cycle that the cost will be driven down in, well, really just a two-fold. There are a lot of benefits, but the two that are going to drive TCO the best are of course the fuel savings. That is the big one. Number two is the payload. If they can increase the amount of payload that's carried per trip, right, per load, and that would complement or supplement the bottom line enough to pay back the rig over the life of that truck. It's almost an opposite philosophy of the diesel truck and then on the onset you're getting actually a cheaper truck, but one that's going to cost you double the cost in fuel over that same seven year period as going with something like a Hylion product where you pay for the technology up front and then look to soften that curve over time with the total cost of ownership as you realize those cost-saving benefit over owning that asset over the long term. That really is the key and that's the reverse and that is exactly what the sales team is working on right now. Sometimes I wish I could align with them and go sell this stuff to people because this is an easy sell. This is not difficult. People want to harp on and bear especially the fact that they don't have sales at this point. This thing is going to sell itself and I want to mention the TCO piece. That is assuming that these fleets are going to pony up the entire 100% of the upfront cost for these units. I don't think that's going to happen. I don't. I think there is grant programs that are being missed here with this Hylion opportunity. I looked into a few specifically this morning that were extremely excited with the Texas Emissions Reduction Plan. There are grants available right now to Class 8 fleets and what I would want to understand and I don't want to let the cat out of the bag here, but if you don't think that these fleets are aligning their applications to at least put their foot forward for grant applications on the state and federal level, you're sleeping on this opportunity. I'm here to tell you man that that stuff is absolutely real. It is these these coalitions are hungry to provide that incentive to fleets that are looking to transition to not only upgrading old equipment as well as integrating new into their fleets and this is something that Thomas Healy is very very quiet about and rightfully so. I think Hylion and this is just my own personal insight. I think they know they've got the goods. I do. I think they know they've got the goods. I think they know that they don't have to come out with daily information and updates just for the sheer sake of propping up the company. I think they feel like their time is better spent behind the scenes making sure that they get this opportunity right because I think if you look at this company on the surface you're probably not going to see what it is you need to see to justify getting excited about the prospects of what this company is trying to do. Put investing aside I don't do this project for the sake of getting people into an opportunity that they don't understand. As a matter of fact if you don't understand this opportunity I charge you with doing your due diligence and understanding that education is the key to this and I will say it again education is the key to this. Are we on the precipice and potential with technology and new fuel availability to step into a cleaner future with the technology that is brought to bear by companies like Hylion to actually propel cargo from point A to point B over the road I believe that we are and it's not going to do you any good to look at a company like this from the surface level and say okay well I'm going to buy 100 shares of it I'm going to put 400 bucks into the company right now at $4 a share because that's all you're going to see you're just going to see a stock that's at $4 a share and you're not going to understand the opportunity going forward with this company and we all know about the infrastructure that does exist here with the multiple fueling stations that's available across North America, Canada alike and so I'm not going to go too much into that there's a lot of information on the website that will provide you the information on those locations and the availability of that fuel for for fleets going forward as they as they work the solution and and finally I've touched on the driver familiarity I think one of the the real bullish elements of Hylion that I loved so much that I just did not like and and most all of the other applications Tesla, Hyzon, Nikola the one thing that I really liked about Hylion is they put the attention where it needed to be and no more they felt like they did not need to go head to head against OEMs that had been turning out trucks over the long term and getting that driver familiarity you know getting these drivers comfortable with the truck that they become accustomed to and I think that that was huge to basically change the powertrain and leave the truck the hell alone do aesthetics matter I don't know maybe the bottom line would tell you that it doesn't but I'm not one to make that case perhaps maybe the drivers might have a different tone when they're discussing whether or not they want to trade in their freight liner or trade in their Peter built to drive a Tesla I mean are they going to get their ass kicked at the at the truck stop because they pull into the truck stop driving some idiotic looking toy truck that they're going to be the laughing stock of everybody I push that out there to be somewhat scathing and a little bit entertaining as well but but think of the reality the status quo doesn't need to change with regard to the aesthetics of the truck it doesn't need to change why not keep that the same keep the driver familiar familiarity intact and provide the drivers perhaps a better driver experience in way of the quiet ride the onboard pilot monitoring program and just to increase the overall driver experience through technology to allow a little bit more assistance to the driver for the over the road experience and that that really does sum up my bullish conviction one of very one of many on this company as to why I justify having as large of a position as I do in the company and my conviction has not wavered one bit as a matter of fact as the stock goes down my conviction goes up it's just that simple if you guys want the nuggets or you want to know you know where where my head is as far as you know oh my goodness the stock's going out of it's going to zero it's not going to zero these guys are working on the very precipice of engaging in a very very lucrative opportunity going forward and the sky is the limit and it's easy right now to say that they're not going to do that because the stock price does not indicate that they are setting themselves up to do that I just I beg to differ and this is really the impasse between the bear and the bull thesis on this company is to project that you know over the next five years are they putting together the pieces enough to step into this industry and make an impact and I contend that they absolutely do and this is just a few things here that I wanted to note for you guys on what why you invest in this company it's a lot of different pieces to be put together to see a larger picture than just the fragmented evaluations or scrutiny that's placed on this company from day to day when we talk about the highly unopportunity and I I pick fun at the tesla trucks pull in into the truck truck stop and the poor truck driver gets out and you know everybody's laughing their ass off at him you know the the I don't say that to be rude yeah I kind of do actually because this is something that highly un receives a lot of scrutiny I think for for a lot of reasons that I don't really understand the highly unopportunity allows a truck driver to pull into its station and enjoy downtime that is comparable to diesel and this is really the angst within the industry is that if the truck is going to incur over the time necessary to charge the batteries that they would normally just pull off and spend you know 20 25 minutes of a fueling evolution if they're spending 45 minutes plus to charge the system that that over the long term is downtime that is going to impact negatively the bottom line and this again amongst many is is one of the very very specific reasons as to why this opportunity is not to be taken lightly now I mentioned the improved payload capacity versus the electric vehicle this is huge this this goes without saying with the 80,000 pounds here of a fully loaded capacity it would take an overload permit it is to my understanding to actually carry more than the 80,000 of payload and it can do so with relative ease the efficiency here of the cost savings to run the rng 35 percent less expensive that that that is enormous and that is with one unit when these fleets start doing the calcs on multiple units you know 10 20 50 100 plus a thousand units then that fuel savings becomes really glaring when you're looking at an industry here that's demanding that this shift happen this shift to rng the shift toward a hydrogen fuel cell future the shift toward in certain applications above fully electric future is happening and it will happen whether or not you like it or not it will happen the question is in what capacity the question is how fast the question is and with what type of how much resistance is going to be met by the industry and I'm very very adamant about searching for that information to provide me some insight on how accepting the industry is going to be to meet the demands of their customer who are demanding of them that they go green very very important piece to this once we dig below the surface and understanding that the customers okay not the fleets but the customers of said fleets are demanding that by nature of meeting their obligation as a customer that these fleets have got to do a better job of providing that service with less impact the environment and this is really just the ground swell of when I look at comments like highly on is going to zero these comments come out of somebody who uses about less than 1% of their brain power because that's not going to happen I'm right they're wrong it's just that simple I can't provide it to you in any other capacity now is it going to happen tomorrow perhaps is it going to happen next week perhaps is it going to happen next month or next year perhaps nobody knows that and I find it interesting the people who seemingly all the time have an idea about the disposition of this company and others for whatever reason I'm not really sure I understand on the bull or bear case those that wouldn't want to see if you're an investor or not or you've been burned by the company you wouldn't want to see this company succeed and I think that's where a lot of the opinions are coming from is that 100% of investors who are invested in this company at this particular juncture are underwater and they're angry they're angry at the company and they want to see it fail just to spite Thomas Healy and to spite this opportunity and I think you have to be able to separate your emotion in the stock price to the opportunity that exists right there in front of us with this company I think in a short order whether it be next year or whether it be two years or three or five years down the line we are going to look back at this opportunity and for those people who chose to scrutinize and be blinded by the opportunity that I'm trying to define for you every single week with this company I will not miss a week I will always have information to talk about because there's so much to talk about with this company I will continue to footstomp it and there's no better time to footstomp this opportunity than when everybody else has seemingly left this company for dead there's no better time to talk about the opportunity with this company when you can pick up a thousand shares of the company right now for four thousand bucks it is just insane it is insane the opportunity that you have to get in on the ground floor and be part of the step and movement into a direction that's going to clean up the planet it's going to become more efficient it's going to render that opportunity to those fleets and the total cost of ownership to the bottom line to realize that they can get longer distance they can have just as fast a refueling as indicated by this slide here they can tow more payload they can become more efficient they can preserve the driver experience going forward and they can do all of that with the highly on experience when you top on top of that the incentive programs that i read through the terp program terp it'll take you to texas but this is right in their wheelhouse okay read a little bit on h e b and their initiative going forward if they're not talking to h e b i will eat crow because this company needs to be beaten down doors right now these companies are hungry for these solutions and i think highly on knows it i think they know it and they have not come out and said we know it they know they know it and they do not have to communicate that at this particular juncture because they do not want to spill the beans before they have this hyper truck erx ready the ex hybrid is ready fantastic product it's ready to go that right there through the grant and insist incentive program can ensure that a certain number of those dollars are supplemented to these companies bottom line by opting to take on this new technology and upgrade their trucks i've seen this before i've seen it in the industry i'm being very careful with my words here guys but this is very very real if you're a fleet owner and you're looking to improve your your your fleet of of vehicles okay you're more apt to do that if you have a supplement to the bottom line to say yes i want to be called upon with this movement going forward but but i don't want to take on 100% of the risk to take on new technology what if it doesn't perform as if it does chances are it will right but you're still going away from what has been tried and true in your business right to take on a new technology that is unproven i'm willing to take this risk for you the question is what percentage of supplement to the bottom line is a state led program or even should i say a government led program to the bottom line these are the things that i'm forecasting into the future are a very very viable reality for this company and for the fleets that look to opt for the highly on program going forward it's not going to be 100% risk to the bottom line it's not going to be sales like we think of sales it's going to be a supplement sales to the bottom line to highly on yes but a supplement to the customers as they turn over the keys to these products to put these products to work and see them work and be a little bit of a shared in the the inherent risk that's always available with working through kinks and new technology as they put this stuff to work so highly on doesn't have a product um i'd like you just to watch this for just a second and you can you can tell me if you don't see product in the forefront and the backdrop of this video guys i don't i don't do this to pick fun if you want to be a bull or a bear on this company no problem the choice is totally yours and you'll have to make your conviction on whether or not this is a company that's worth following into the future or not no problem i'm not doing this to boost the the stock i'm doing this to boost the awareness of the company as i feel like the education piece is key and i'm borrowing that from a good friend of the independent investor channel i when i heard that i thought that is really really insightful and it was from paul with rat pack stocks he talked about the importance of education i would go out on a limb and say how many large trucking fleets actually know that these guys exist that's a scary question um how much of the general populace understands the real world application uh for natural gas you know i mean you know i i prefer it in my home um whereas you know maybe 10 or 15 years ago i would have said no way i like the instantaneous electric you know opportunity but now i would prefer natural gas it's significantly cheaper it's safer uh it's it's just as good uh and it's a fantastic way of of of integrating something that's good for the environment that doesn't have to be produced using the the grid we can you know burn that product and and have it be good for the environment that this year is key when i talk about these nuggets of bullish thesis unhighly on this is one net negative carbon emissions okay when i heard this on the onset i thought yeah right um it's actually better for the environment the more the truck runs just think about that for a second transportation is the number one polluter on this earth if you do not know that it is part of why this highly on community is so sticky so sticky i mean if i can give my best uh uh um compliment to this highly on community uh we'll ride this bitch down as far as it needs to go before it's to go before it's realized because right now evs are about as out of favor as any sector as i've ever seen coming off of a year where they were all the craves this was going to get integrated right away overnight it's in all these companies are going to 100 it's just happening and that's the way it's going to be that is not the way it turned out in the stock market and the stock market did something that i contend that it does all the time and that's humble any new investor who thinks that they can just forecast where things are going to go to this point highly on the sticky community of stock owners in this company have been wrong up to this point what does that mean what does that mean does it change your disposition of a company does it change your disposition on the on on the direction of the company does it change your stock position should you should buy more i mean that that really is is the the sticking point for a lot in the community here but for me i like to put these awareness videos out and let you guys know where my head is with those real cornerstones of what i evaluate in a company uh and understanding that no this company does not have earnings at this point it is not one of those criteria that i would put on the company and say it's it's a it's a yes or no with regard to me placing my dollars in the company you have to be more holistic with your application in understanding that in this game in speculative investing on companies that do not turn revenue just yet that is part of the game and you have to be willing to wait it out to make sure that the vision is realized investing in a vision i could scare a lot of people rightfully so no problems shouldn't be investing in a vision if you can't handle the swings necessary to to to realize that vision over time it's just that simple that is the game and i think you know 99 the people maybe even they look at my twitter feeds and they're like this guy doesn't under the understand the game uh the folks that know me understand that i know the game just as well as anybody in the game it's just that simple okay and i know the game enough to play the game to try to get some provers and feelers out there to ensure that people understand that the retail investing community that sticky community that i talk about is very very real and when this thing goes up it's going to be really really real in that there's not going to be shares available on the marketplace to buy when this thing go goes up and when it does start going up it is going to be a feeding frenzy like you've never seen tomorrow because all of these things that i earmarked that does not change with the company in the direction that it's heading at four dollars or fifty dollars a share it doesn't change my approach and my education on highly on holdings does not change the opportunity is still the same that's why i believe the deliberate approach from highly on dot com or highly on and the staff is prudent at this time because they know what they have it's just that simple they know what they have and they know they are not going to banter to the whims of the stock market at this particular juncture that's earlier on in their product cycle but the net negative carbon emissions is one of those bullish convictions because companies can take that factor on and they can offset some of the net positive scores that they have within their organizations that they they they cannot reduce there are some of those things that are just polluting entities within their organization and this initiative allows them to use this net negative score and it's a freaking big one within their fleet talk about a fleet of a thousand or twenty five hundred or five thousand or ten thousand trucks where each one of them are deriving a net negative carbon emissions score this is why you have bullish shareholders like rick in the community that runs the discord group but because he understands this and many other of the other bullish theses that we come up with on this company right you understand what the value of this is two fleets right now the stock market says there is no value there's no value the only value in highly on right now is being priced at liquidation the only value is being priced at liquidation it's very very important to understand that right now they are beginning giving no credit at all for putting a product out there that can generate net negative carbon emissions i think that's a mistake and i think that's just one of the many many disconnects and opportunities that the stock market has provided over the last hundred years to would-be investors especially in companies like this with the availability of information out there all you're charged with is just educating yourself up and then making a decision for yourself whether or not you want to take a position in this company or pass okay none of the idling all of the driver comfort this is interesting enough with the apu unit just adding to the driver experience here and then one thing that we did not have any idea about is the ability of the hyper truck erx or at least i did not i believe they released this information after going after the zev credits for the 75 miles of all electric run this is huge when this information came through the stock price went up for a couple days went right back down it's everything that is being projected in the end in this and i think there's a little bit of foul play going on here that's why i think the highly on community is calling bullshit on this and they're remaining sticky with their shares because something is awry and i cannot put my finger on it i can't put my thumb on it i try i scour the landscape to look and see what is going on what is happening to make this company trade in direct correlation with companies that it really doesn't have anything to do with nicola and hyzon if nicola and hyzon are up highly on will be fractionally up when nicola and hyzon are down big highly on will be down bigger and i don't understand that direct correlation between those two companies because there are no similarities there are none they're in the same space that's the only similarity but their approach to how they're offering their product to the marketplace are extremely different and i think that separation of these companies as they mature going forward is going to be a huge catalyst because everything that i've mentioned thus far in this awareness video is going to be realized and it's going to be scrutinized but i certainly don't see any analyst that highly on seemingly wants to glorify on their website coming out and explaining things in the way that i do i don't see the information being constantly put forward like i do on paul's channel with rat pack stocks i don't see the continued dialogue going on anywhere else except for the discord group that exists to try to generate that churn and give this company a fair shake and set them apart i will be attempting to offer a question to the docket on the earnings call i will absolutely be calling in with my question now whether or not they allow me the floor for a minute or two to address both sherry and thomas with regard to my question it will be a twofold question the first will speak to the bullish thesis that they've arrived at and the disconnect between how the market views highly on holdings with the recess stock price and how their bullish thesis has allowed them the the unabated ability to build out their team and what they see to help them arrive at their bullish thesis the second question that i'll have is regard to their oem integration there's a few stopping points for me with regard to what is going to be the major catalyst with highly on holdings once we step into low volume production which i think were quasi in that stage now but the ability to transition from low volume production to high volume on the low end scale i've got about 2,500 units per quarter actually for highly on to keep the lights on and that is on the low end of the range anything above that is icing on the cake we can all have our highly on party at that particular juncture because we've all really put quite simply put a position myself included in a company that we had 100% conviction on and they just realized that conviction that it's not it's not luck it's just it is what it is it's stock market investing don't don't try to make it more than what it is if you're looking to hit a home run with this company you can say it however you want company's going to do one of two things either go up or go down and my conviction with the company allows me to justify the odds that i put on my set side in in making sure that that happens the critical piece to that recipe this time it's just that simple everybody wants to try to make this company out to be more than what it is now and it may just be premature and so if you're going to make those premature decisions now based on what you see now no problem it's it's it's uh it's your world boss you can do what you want that's the beauty of stock market investing you know people may misconstrue my approach to how i feel about highly on how i feel about certain elements of the company lack of transparency i think they could do a better job as of late i think they clean some of that stuff up i'm satisfied i'm not you know i'm not being unrealistic with my demands of a publicly traded company if you don't like my demands go private it's just that simple i'm a shareholder and i'm a big shareholder at that i'm entitled to my opinion it's just that simple okay and a lot of people think that i need to keep my opinions to myself that's not going to happen either just like you i have the right to state my opinion and a lot of people would agree with me it doesn't really matter i don't need validation amongst the investing community to arrive at my thesis that i think that you know even just a little bit of an educational piece that i look to supplement every single week on the channel can be made through highly on holdings dot com and i think it can be made through their social media outreach you know look if they're incurring delay fill up some of that delay with some of the progress that they're being made on this particular side but the oem integration is a key piece to my question for thomas it'll be my question number two has not been mentioned since q2 of 2021 with regard to the oem hubs you can see here the note to the oems on the oem giving fleet customers the needed choice of brands and built to order options while also leveraging existing trained mechanics and parts inventory now this is one of the key factors as to why in my evaluation i looked to take a bullish stake in this company on the onsite was for that very reason right there now if you go back to the original investor presentation there's a couple of companies there i forget the names of them and i do apologize for that in fact i might actually have no i don't i don't have the old presentation readily available for you guys i do apologize but if i did they basically spoke to the highly on uh uh warehouse right now acting as the low scale production oem for a lack of better terms it's it's it's the low production warehouse it's not fair to call them an original equipment manufacturer because they are not but they are supplementing that need and then if you follow the flow of thought from highly on the idea is to get that low flow volume into the hands of fleets as well as their hyper truck uh innovation council and those select customers that will get that those those units in their hand and then provide that back pressure to the oems themselves to offer these options to the fleets that want to integrate and that is going to be the catalyst right there that steps highly on from low volume production into high volume production with really being called upon with the oems side by side that is key and that'll be one of the questions that i ask is you know what progress is being made on the oem front are there new oems other than peter built to that can be named has there been any progress in solidifying those said relationships to know that those would be available when needed to be called upon to offer the highly on package to these would be fleets to meet those those low carbon emissions goals that these fleets have made possible through the highly on solution so the class eight experience highly on his design developed and delivered our parallel hybrid solution on several oem trucks that's the oem agnostic application here which is great we've already talked about the predictive analytics and the multiple battery configuration options this is interesting enough if you want more power you can get the larger battery if you want to have the 75 miles i understand that that requires a larger battery pack to be sold so those fleets that need to have the ability to operate in the los angeles markets those cities that require those low emissions protocols they can do that through the highly on solution with the optionality of their proprietary battery system that they've got perhaps maybe it's just my insight at this particular juncture with regard to my my utter a disappointment in the highly on innovation council and it may just be nature of the timing on this and the necessity to add the critical ingredient of time to the process here going forward but i think my disappointment comes from omitting a couple of these that have have you know put themselves out there and a few that aren't i you know debt mar has done more for highly on i think then you know to be called upon with angie and agility and and you know some of the other ones that have placed non-binding orders you know you know mone has placed a non-binding order they're not part of the innovation council and i look at some of these folks and you know a lot of these folks are are cherry picking other opportunities as well as they should they should absolutely have their right to pursue other opportunities but you know when i look at some of these companies that have been provided the opportunity to comment on and their inability to put a non-binding order on the on the table makes me question a few things number one it is the desire to shift to a renewable type of alternative fuel future really in their best interest right now are they continuing to hold on to the past because that is what is tried and true that is where the metrics are drawn off of uh and in today's economy with supply chain restraints it's just too much to try to explore new technology i don't know because we're not provided that information but you know every every time i see a a schneider truck on the road or a ruan truck on the road these are big fleets guys every time i see a warner truck specifically i i know Wegmans is probably put forward and i don't want to be overly harsh in my scrutiny but but but i kind of do on some of these companies that and in my dealings with the old investor relations point i will not name by name um because they are no longer with the company here um i i i posed the question look what what's the thought about expanding the innovation council number one number two how did you arrive at putting you know an anheuser bush on there and not a Molson Coors and the answer i got was that they didn't want competitive entities within the council okay in that they wouldn't be forthcoming sitting at a round table or with highly on knowing that their proprietary secrets may uh be volunteered to the council for the good of the cause here right um so they knew that if they put Coors or Molson Coors and anheuser bush in the same room that there would be uh an angst to offer unabated opinions with regard to the opportunity but you know i i look at some of these folks as being kind of a non-starter on this innovation council and i i might be premature i might be unfair with that observation at this point but you know when you look at an agility putting a thousand truck order on the books is that uh a positive or a negative for highly i'm at this point in other words what is the chance that that agility order even gets realized um we're we're kind of in a dangerous period right now where a lot of that initial hype has died it's gone uh and all we have really is the sticky shareholders that do understand the opportunity as the information allows us to understand it going forward but but but i question some of the um some of the devotion in some of these companies that were named in this top 11 of of what was supposed to be a a a council of members that really took this initiative going forward very very seriously and i i would omit american natural gas i would omit uh gpl which is going to be involved in the fleet roll out here shortly um they're next on the agenda to put the hyper truck erx into uh their actual fleet by their name uh just suggest how committed they are their entire fleet right now runs i believe on compressed natural gas so they've already taken these steps i guess when i start to question some of these others and agility i would take out of that equation as well there's been some content put forward by amhazard bush there's been some content put forward by by wigmans uh and and rider as well um i would question some of the involvement up to this point i i really hope that that's something that transpires uh over the coming months because when this innovation council was was crafted it was put out there it was really put out there as being a a streamlined driver um just like the name implies here the future of the commercial transportation industry uh you know integrating with industry leaders i i don't see that that's really been something that's moved the needle for me and i hope i i end up being wrong on this but for you guys that are new to the company um this was formulated to uh take drastically different businesses drastically different chains of supply chain uh and uh look at different terrains uh integrating the highly on solution to each and every one of these different fleets out there uh to to to understand their businesses and understand how in different applications how the highly on a solution could deliver uh to the bottom line on each and every one of these applications but uh going forward i need to see more this is just one of the many bullish uh conviction uh uh elements of highly on this is not this is not a negative thing it's just i've been fairly unhappy with the progress thus far in evaluating fairly and putting some scrutiny on where i think there's room for improvement with the company going forward and i think we'll realize that as we start to unfold the fleet demo process and as these folks take receipt of their hyper truck erx's to really understand what it could potentially mean for each and every one of these innovation council members the last thing i want to mention here and this will be something that i allude to if i'm given the opportunity to ask a question on the call will be with regard to the progress over the last three weeks on job solicitation and more importantly job filling if you believe that this company is growing in all fronts uh only to falter and fall on its face you're um probably not seeing the true picture of what's going on now uh could they grow and could they fall on their face certainly uh i i find that uh across current of um of thought that if i'm a bull on the company i i want to see nothing more than growth and that's exactly what they're doing and i think highly on needs to be commended for the jobs that are solicited and the jobs that are filled this is something that you can cover both in the facebook group for for highly on holders we post those in there i've got one of my good friends in the community at least the independent investor community community that um that provides this information on a regular basis and it's something that i will allude to so their job growth and job filling is absolutely killing it right now guys and it's something to take into consideration when educating yourself up on the progress being made at highly on holdings all right guys so we've just come out of the highly on dot com website i i certainly want to footstomp that as your opportunity and and providing that that funnel for you for information highly on has done a great job of updating that website with the most recent product developments um very very easy to follow very professional it's some educational on there as well if you're not familiar with uh highly on holdings and what they bring to the table what they're trying to do the angle that they're trying to play in the products that they offer to the marketplace so definitely start there i wanted to jump in there with you guys and give you my uh opportunity to explain some of those things as well as we walked through the website together sometimes those things can be a little bit challenging to understand you know i've done my deep dive on highly on now for about 24 months so i'm very well versed on the topic i'm very well versed on what the company is trying to do i've listened listen to most of the deliveries of the ceo thomas healy and will be adamantly waiting for this next earnings call that will close out 2021 here in close out the q4 earnings and i'll be intently listening to that i i tried to stray away from some of the dialogue on the earnings call coming up here my expectations are relatively light for that i think in in relative terms the chalking up the success or non-successful company within the context of what has been a dismal year i expect that a quarter is going to cap up a dismal year in anything other than a dismal type of you know type of sense so i you know i have very low expectations but but i've defined a range of expectation that even if they would deliver on the high end the that it's going to be futile anyway i i think when sherry baker talked about the immaterial revenues in 2021 i i think we need to take her her warnings at face value i think that's solid i think it's right on the mark had they turned out three times their estimate for hybrid ex product sales at a thousand i think that that would have still been immaterial in the eyes of what this company needs to do with regard to its mass scale after low end production after all of the product validations have been done epa certifications which will make them eligible for some of those committees out there those environmental stewardship committees that a lot of these companies and fleets are already part of h e b being one of those and so i think it's extremely important for us to remain sticky i mean that in the the realest of sense that's a hell of a compliment for this highly on community that's been forged in fire there's no doubt about it this has been absolutely atrocious and for anybody that has walked this walk you should be proud of yourself for having the conviction on a company that i'm looking at and i don't i don't see a lot of negative i don't if any i see nothing but positive catalyst i see nothing but opportunity going forward and i want to make sure that i'm i'm foot stomping the message through a time when there was lean information made available so that you guys can separate the the bandwagon players from the real players when this thing does turn north and i expect to be acknowledged as one of those few that really delivered the information when it was very unpopular to do so if you guys appreciate the information i want to make sure and subscribe to the channel leave your comments at the bottom of this video share the message with anybody out there you know that could be hungry about information on highly on doesn't know much about the company i make these for awareness purposes only to bring and shed light upon what this company is looking to do stepping out of what has been a diesel dominated past into what is supposedly going to be more of a carbon free emissions future guys thank you so much for tuning in to the message and good luck in your investment future