Have an opportunity here on a Sunday to go live here for the for the highly un-weekly video I think it adds a little bit of a dynamic here Glad to do it glad to put the product out there. It's just been Uncharacteristically light on the landscape and I know there's a lot of creators out there that are Putting out a lot of information. I think unfortunately that Really speaks to maybe more strength and provides a little bit more Substance where I don't I don't think there's a whole lot there and it certainly does set us up to continue to Keep our eyes open to the horizon here and Acknowledge kind of where we are There was a little bit of an assessment made on my last week's video I know there's probably a lot of people that actually would prefer me come on and Tell them what they want to hear. Okay, and Some of the I guess constructive criticism albeit not by name Came through Because I do catch everybody's highly on content absolutely and I support everybody's message I think the more turn that we have the better. I really do I think that the the more excitement that we get around this name the better I think at its heart if you do choose to Opt for a position in this company You take a step back and I think you look at it at its ground roots and fundamentals It's a fun company to be involved with it's really fun you take the Stock aspect out of it and it's dang fun. You take the emotional content out of it It becomes a whole heck of a lot more boring but Certainly does lend itself to Forcing you to look at investing in a way that we are supposed to be looking at investing Okay, and we look at this company and we say okay. Well, is the world a better place with or without it and I think we can all agree that the movement that we're feeling Toward a more sustainable future is very very real now if it's not real and those types of initiatives are for not Then I think we would be missing some of the undertones of what is going on right now Which I would consider to be somewhat of a calm before the storm here in this particular movement and I'm talking about the leveraging of technology talking about the leveraging of new opportunity in the face of a decade that has started off were Just started our third year here in this decade Horribly it's been absolutely horrible. I could throw up a laundry list of problems that this particular Time over the last three years has has doled out to start it off with the global pandemic and I think it was an impasse of getting to the end of what was a historic bull market and I think coupled with the reality check of a pandemic that We all entered into as a people and didn't understand where the light at the end of the tunnel was there for a while I Think that's fair It's thrown a topspin in the global economy It's taking people who thought that Globalization was going to take root. I in fact was not one of those people I've never been a fan of globalization. I think each of its individual Nations in the world that make up its individual nations can leverage all kinds of different aspects precious metals Precious commodities business Different tourist attractions and you know the stronger of the nations that have The more of those topics fire in a way the the the more apt they are to enter into What we would consider to be a more developed nation and and I think here in 2023 I think all the companies are absolutely looking to Make its its way to the global stage Because it is the only way to viability and prosperity as a nation But I think over the last three years we have been Placed in a situation where we became reliant on specific countries and I won't name names only to have those reliances called to the table during the very worst times and those reliances unfortunately became weaponized and The opportunity for new companies such as highly on to step on to the stage and the manner that they did got quickly stymied and the SPAC debacle that that unfolded in the early 2020s of this specific decade spoke nothing more than the excitement that existed at the time for some phenomenal technologies and For those companies that emerged and entered into public markets via the SPAC process Unfortunately now they're having to really backtrack on that opportunity in coming to public markets and I Think they're having to do so with a black eye. I think highly on has suffered From this I think in my evaluation of the company over the last three years It's been nothing short of a remarkable as far as their ability to Progress along a timeline I think maybe even highly on was a victim of their own circumstance with regard to their Original projections to come out and say hey and this is the way I typically look at it now Is that if we're capable of doing this? It could mean great things, but I've graduated to a new place and understanding that those original projections that came out In 2019 2020 were nothing were nothing more than just that. I think if highly on could do it again I think they would not Do that. I think what they came out with at the time was applicable for the time that we were in and I think any investor in reflection if nothing else over the last three years has forced us To recalibrate your compass recalibrate your expectations To refine tune what it is that you expect to get out of investing to Really underpin the importance of having a diversified base in your application Okay, I Know that there was people out there that decided to make highly on holdings. They're very first holding in the portfolio. I think you would need to stomach more than I would ever want to stomach for myself and I tell you what over the last three years. This has been very very trying for for me having built up a significant amount of wealth over the years and going through significant downtrends in the market Only to see a leveling off and Adjusting to a new environment and that new environment is one that would see us against supply chain issues That would see us Fighting although I do believe 2022 was our fighting year For the effects of inflation. I I don't think that The latest signs of Reflash on the inflation front are material Insofar as I don't think there's any way to articulate other than the fact that inflation is rolling off That the interest rates hike to combat inflation are doing nothing Outside of what they are intended to be doing and that is to be curbing inflation and I believe that to be the case Of course in money, everybody wants to blame everybody and of course The you know, the Fed chairman is royally screwing up the economy. I caught a piece this week from Kathy Wood Who seemingly is taking the attention and putting it on the fact that we've accelerated interest rates to the tune of Zero to six percent in rapid time and not to mention any type of explanation as to why we're doing that We gave away 25 percent of the entire country's wealth via free checks to people and then we wonder why inflation is impacting things now the way that they are and I think to to to focus on Perhaps maybe her own lack of performance and objective in Financial markets which historically have not worked. Let's just come out and say it I think Kathy Wood is a brilliant brilliant mind But even brilliance in the face of a stock market can be humbled and that's what's happening right now And I think by doubling down on this whole like well, okay The stock market is going to crash because we were raising interest rates for the first time and well since I can remember 12 years ago, which in a lot of people's mind is too impossible to actually reflect on and realize that interest rates have been Far north of where they are right now and that it is an actual sign of strength in the economy That habit-forming behavior from companies that we're buying back shares because of the free liquidity in the markets It is not a fault of the system itself. It's the fault of the decision makers that we're making those decisions to try to take advantage of the current environment Okay, now we don't need to react because we've provided an environment for those faulty decisions to be made What we need to do is we need to adjust to the churn that's going on right now in current financial markets And I think if I were going to chalk up the last three years and give you my pulse of where I think It it will lend itself I actually think that sooner or then later We are going to emerge in the next bull market I think the market is really trying to price out right now a 12 month earmark ahead of the times here And the pundits on CMBC are trying to call it a month to three months to even maybe I would give it some Consideration to suggest that they're looking as far as six months out. I say that to be generous Because it seems like from week to week. It's a new feudal game to get from Monday to Friday Without talking about how everything's going to hell and how some of the greatest companies that have led us into This new century have somehow fallen off and will will stop innovating that somehow meta And Google And and and and Amazon are going to somehow just absolutely dissolve away And and and stop innovating and stop taking us into a new era I've always believed the technology would be the sole Cornerstone in my portfolio that would take me to a new place and I'm invested in the apples of the world I'm a little different youtuber in that This is the one thing that I've always wanted to do in that This is the one piece of of content that I put forward for the sheer sake of wanting to do so That's it Because again, like I said at the top of the stream if you strip away Some of the emotional piece to it and you strip away the fact that if the stock was at $15 we'd all be throwing a party around the exact same Company that we have right now Do I think that the stock price is justified at the current level? No, I don't I don't think it is. Do I think that highly on is helping their own case? No, I do not Do I think that the SPAC era? Puts a wet towel over what highly on is trying to do right now in the marketplace Yes, along with every other SPAC that came out During the SPAC process Every market cap has been absolutely crushed right now. There's very very few Shining stars in the stock market. I hate to point out that the other company that I cover It goes up every single day It goes up every single day You might have a retraction during the day and then there's heavy buying going on to to actually Really really show some buying interest. I don't think highly on has a lot of buying interest right now I think institutions that are stepping into the name in Some very very large volume Are doing so and they're not being met with the uh the The aggressive buying tone that I think Eventually highly on will need to provide some sort of infusion as to What it is they need to do to to shake it up Okay, because right now highly on is stuck in a rut. I talked about that last week And the undertone of criticism that I got which I always get and I know that I'm going to get it before I put out a piece of content like that Look, I was right on the money. Okay You can agree or disagree with me all day But the very source of the criticism and I don't take very well to criticism unless I Know who you are I very much respect your Your your professional acumen on what it is that you bring to the table as far as your opinion About the topic at hand I talk about a lot of things out there This is just one of the many topics that I talk about on the independent investor channel It just so happens to be one of my most enjoyable In the face of some pretty terrible terrible timing over the last three years But I keep my eyes to the horizon as far as seeking better days one thing I will not do And this was from the source of criticism again I don't want to name names because the source of the criticism was actually Uh pretty seems like a pretty cool pretty pretty cool individual. Yep pretty cool But what I don't need Is people coming on and suggesting that I am something that they perceive and That they can communicate that to an audience that they're trying to build themselves. Okay, let me explain to you why What you'll get out of me on youtube Is the fact that I don't think me or anybody has the ability to come on to youtube And say that highly on is going to two dollars That's language that you'll never hear from me Watch my stuff. You'll never hear it You will never hear language from me to say that It has to go to two dollars and it's or it's going to 250 or it's going to 275 Now I put price targets on the company at 24 dollars 32 dollars Those are real eventually we'll get there Those are not 12 months timelines. Okay And that was in the face of what I felt like was an exacerbated attempt to Kick the the dog when it was down And price targets that were arbitrarily set in motion So that the big institutions could do exactly what it is that they've been doing over the last six months to 12 months and that is separate As the retail investors have sold out of the position That the institutional investors have gone the complete opposite way Institutional investors are at an all-time high ownership over the company and retail investors as we speak right now Is at an all-time low right so if highly on is going to be a flop It is going to be at the expense of the institutions not the retail investors right so You could be very well right and it will be the institutions that suffer from that It will be the very institutions Right that are putting multi millions of dollars behind this name right now as the company has Digressed in its stock price right again if it were at $15 We would be talking about the exact same company a company that for all intents and purposes Is not pre-revenue, but it is generating some revenue Putting its product out there into the marketplace to be tested on very very low volumes Okay And until that certification comes through to where it is a commercially viable product And that's exactly the current environment that we that we have now Okay, so although I do appreciate the comment it could very well be a flop and it could very well go out of business I will congratulate you if that's exactly what happens because again You know, I'd rather really kind of see companies like Altria go through a renewed sense of of importance here I know how important it is For our young kids that are coming up that are vaping So we need these big tobacco companies to shift and continue to kill people off by the millions And and not kind of maybe I don't know root for a company like highly on like I'd understand I'd like to understand what people's angst is for the most part On seeing this company come through and that was the interesting criticism that I got from this week actually when I was able to review the content And I knew they were talking about me and that's totally fine People fail to understand What it is about this particular holding in my current portfolio Um and how it makes sense for me and how it could potentially not make sense at all for the vast majority of people out there And up until today February 19th I've proven that all the way through Now I just did my taxes today And I'm still writing off losses from two years ago two years ago on this company Had to take the liquidation. It was the smart thing to do It was a hard decision in the stock market not hard mentally, but it was a prudent decision to be made And then to buy the stock back in the new year And that's exactly what I did is build the position back lower the cost basis And that's exactly what I've done and I've Actually increased the position well well north of what I had going into that first liquidation The only liquidation that I've ever had With the intention of tax loss harvesting the first liquidation that I made Was in the company where I actually put 6 000 a profit away in the company. It was a sale At about 24 a share On its way down you guys remember the free fall When it actually fell from grace And that was the only block of liquidation that I made in the company thus far in the last three years The price point to where I was buying the stock just to give you some level of Of idea of evolution. I bought the stock on the way up All the way up until around the 20 mark watched it go all the way to 50. I was up my goodness I was up 35 40 000 at that point Should I have sold it now? I don't I don't think like that I don't blame myself for those types of things because I understood that the greatest amount of profit is yet to be realized on the company so Again, I've got some people here in the group who would consider the company to be On a path to to to flopping, right? I find that An interesting analysis based on the progress that's been made by the company Now if it's current lack of news, which is what I'm a little bit concerned with Not so far as that it affects the company But because I just honestly feel like they don't have a whole lot to talk about And coming on and sharing with you guys that I think okay highly on is going back down to two dollars and six cents it doesn't It doesn't do anybody any good because nobody knows that and I Really don't believe that's going to happen If it does happen, I'll be wrong and the people who Can tend to come on to youtube or pretend to come on And call it and say it's going to do this Right with the attempt of saying see I told you so I told I told you exactly when to do What it is that you should do when it is that you did it you see the game, right? I'll tell you the right answer and I've been doing this a long long time If you want to own the name own it long And you don't have to play all the wishy washy games if you own the stock now and I I'd really like to understand some of the positions That some of these people are working with to be so Charismatic about the stock at these levels In other words if you own a hundred shares That's fantastic. You get some big money at play 300. That's fantastic. It can be a life changer Stock goes to a hundred dollars. You got three grand out of the deal I mean a lot of people right now The savings rate in this company is falling at a rapid pace And the credit card debt is actually increasing at a rapid pace. This is where we are If you're one of those people who would suggest that this company and every company out there is going to hell You're probably one of those people that are sitting on two or three million bucks and you have you You don't need to take any risk. You're good, right? You're happy You catch my dry humor and that The true reality and the whole thing is that Most people are a effing disaster And they should probably do a lot more A lot less criticizing and a lot more listening to the psychology that actually goes behind stock market investing in the correct way because If I were going to put my alliances with the consensus of the retail community And just chalk up all of the Fascinating discussion that I pull off of the you the yahoo thread With regard to highly on and what I should do with my current position Or I bought in to all of the criticism on youtube that I get for not being charismatic enough on the company And them not really understanding Why it is that I own the position and that uh, if there's anybody that has the Ability to see the thing through Unlike the vast majority of retail investors That's somebody is me okay so You can keep on keeping on Trying to reinvent or invent how it is that retail investors are supposed to get involved in the stock market And sharing that with people the irony on youtube youtube is a fantastic cesspool the very king of youtube I would suggest is probably somebody That has the first name with starts with an f and the last that starts with an i And the majority of his followers lose money cesspool right Don't you think there's probably more to be studied there? in with regard to Why tens of thousands if if if I dare say hundreds of thousands of people follow that message Only to be subject to massive massive losses That's the number one person not the number two person not the number four person Okay, this is the number one person. All right. It's actually being recognized in way of accolades right now For his devoted work and philanthropy on youtube Taking people's lives and actually flushing it down the toilet See the very nature of that relationship is flawed in and of itself because I encourage you to look within and find your own personal best You want to point fingers at me?  That's fantastic It just speaks to your own inability to sit back for two seconds and just listen. Okay Now right now this company that is suggested to be a flop is actually Working over the road class 8 trucking. Okay Just like tesla hauling super super heavy cargo Which is cheetos. Okay Because they've got so much battery weight. It's not economically viable for them to haul I don't know concrete pillars I don't know anything heavy But highly on right now is engaged with some of the who's who in class 8 trucking actually hauling We should have some more color on that Come march first when the company is scheduled to roll out their q4 For the remainder of the 2022 year which in my assessment has been It's been transformational it's been Everything that you can expect from a young company and then some It has not been You know, it has not been on fire with results that have just Resulted in the company going to the moon in a moonshot. I mean Out of the companies that I cover there's only one company right now that is absolutely showing resistance And this company trades at 84 cents a share It is incredible. I watch it every day the stock action just is defiant In the face of a stock market that wants to drive everything down And everything is getting re-rated if not already have gone through the re-rating amazon and meta Some of the larger companies google Have gone through just a massive massive re-rating Um down 50 plus and this is the 50 rule that I That I talk about when I come on and I I suggest that if you can stomach Owning 100 shares of the company And you can imagine that share position being split in half overnight That's the very test against your risk tolerance that you should be exercising on a normal basis Do it the same way with your portfolio Can you handle your portfolio going down? You know 50 percent over the course of a bad year Right The smp was off. Oh just over 30 percent at one point in 2022 They're not quite as bad as the pandemic low that got down, you know close to 50 percent That was Really really a big drawdown now.  I didn't have to go on to fe and have somebody tell me it's okay to do what it is that I do Let me tell you what man. I don't need anybody's Stamp of approval to continue to do what it is that I do No matter what Kathy wood says that bitcoin's going to a million dollars right on that's a fantastic headline I can come on to youtube as well and say High leon's gonna go to a million dollars everybody think i'm crazy. Kathy wood says it and everybody's like Maybe bitcoin is going to a million and not just sitting back and being like wow That's kind of a kind of a moronic comment, you know, all of her funds are down 80 90 So it's probably in her best interest to shed some light elsewhere Rather than where it should be and that is scrutinizing her own Uh portfolio performance or the lack there, uh, there is inner ETFs Why do I say all this I don't say this to impugned people. I just am asking for personal accountability And what we're trying to do This company just makes sense for me And if I look at what they're trying to do and what they are Setting up to be able to do in the class 8 space. It just makes total sense their relationship with with pacar And peter built and freight liner is very very real Okay, so if you're suggesting as I suggest in the title of the video That the company is going to flop Then it would suggest that those relationships are going to sever anything's possible Maybe they get bought up, which I think would probably be A very very premature Uh decision in the company to actually be acquired Which is my biggest fear in dabbling in this market I don't own highly on the same way. I own johnson and johnson. Okay Completely different mindset. All right I don't come on and state the obvious that johnson and johnson is going to flop this week when it's been around for 120 years Would make much sense right bought 10 years down the line What are we going to reflect back on with this transformational company that's basically saying look There's a way that we can shift away from our reliance predominantly on diesel And transport goods in an alternative fashion, right We know that companies are dabbling in the space the 15 liter engine speaks to that. Okay The transition to renewables in way of renewable natural gas The transition not only in over-the-road trucking, but if you think that somehow the transformation to alternative fuels Is also going to flop and we're going to go back 40 years In the progress that we've made here in 2023 to resort to Let's just burn the hell out of diesel and just continue to pollute the environment Now you could say Well ryan compressed natural gas has a pollutive element as well Now we're having an educated decision about The current scenario in that we are looking to move off of our reliance on diesel. I didn't say that it's going away Nor am I in that camp You start to suggest that there is a hiccup in the Brent crude and the west texas crude markets You you will see a ripple in the economy like no other Now if highly on places 5000 orders over this next 2023 or the remainder Of 2023 Maybe the stock goes up 15 to 20 dollars. Okay, no big deal. Nothing will feel that ramification The market will be fine. The the world will keep on going But if you start talking about affecting the supply of oil Start talking about some of those Independent nations or some of the largest producing nations. Look what happened anytime opac will Cut back on the price globally. What happens to the price of diesel? Very very important. I don't think that that's what this initiative is all about There's some schools of thought that believe we only need to be focused on electricity right now and electrification As being the sole driver behind this. I'm not in that camp either.  I I don't care. Oh ryan. You just sour on how amazing teslas are I don't think they're amazing. I think they're I think they're cheap And I'd never buy one.  I really do. I think it smells I'm here to tell you that it smells and I think it's better If you just make your own independent decisions about what it is that we do with what we do And that it's just that simple when it comes right down to it Um, I probably own more than the average bear But a significantly less than some of the other retail positions that I own in this company But I own it just like an institution I've had a long horizon on this ever since I bought it um Nothing changes with regard to people's opinion on the company and you know coming up with short-term Attributes of the company as to as to what justify Selling the shares here is is that is that what you want for me? I'm just curious. I mean, I don't want that for me But you know if I was going to follow and and find an asshole to stick my nose in like everybody else does Um, I'd love to hear your ideas to why you think it's better for me to control my money By zigging in instead of zagging. That would be lovely. Thank you.  All right Um, I come on to youtube. I don't do this for a living So I don't I don't have to coddle to people and what their expectations are of me In what it is that I need to say or I'm governed to say Or what people expect me to say. Okay. I don't do that. All right I don't do that I'm giving you what I think are the absolute goods for the people who actually stand Uh in a share position in this company as little as 25 shares Or maybe in the upwards of tens of thousands of shares. I don't know I fall in between the 10 and 20 thousand share owner position and that's that's okay I sleep well at night. Um, I've got a hell of a dinner. That's waiting I thought this was a better conduit on sunday to actually deliver the information Because on friday, uh of just a couple of days ago I delivered my very best live stream that I've ever delivered in the history of the channel It's called coming into your own my friends Um, there was no scripting when I sat down to talk about this Because I think what a lot of people fail to identify with is the very psychology and the very mental approach by which you Embrace your stock market opportunity. You'll find really really quick that Uh, what this person's doing over here is all my business and what this person's doing over here This is all my business too. And and if I can just pick a little fun over here And if I can just subscribe to these channels and throw some venom out there their way It's going to somehow materialize into some some success for me Right Mm-hmm. Yeah Yeah, and I know carte blanche. I throw it out there.   Be honest with you.  I actually just spend the majority of my time Just coming to people and actually identifying what it is that I think they should do you want to know how much I do that Zero I could care less what you do care less Careless I sit back from an observer's perspective And I watched the group think materialize on what I Have the confidence to come on to youtube and chalk up as an absolute cesspool Especially when we're talking about people's money You want to talk about like arts and crafts youtube is fantastic. It's a treasure trove You want to talk about some other venues out there? fashion style makeup diet Fantastic, I could take a picture of my stomach Six months ago and I could show you my ripped abs now six six months later You doesn't fall all over yourself man to come into this independent investor guy channel That'll show you how to get six pack abs in six months Mm-hmm But when you're talking about personal finance and you're talking about the emotion of people's money Boy, you better buckle up man because it's interesting. It's it's crazy what people expect of you. It's awesome Proper great to see a man. You're the first one who popped in here. I think proper It's probably one of the few people out there in the world Who has the actual notification bell that's actually set to the youtube so we can Consume some ryan when he feels saucy I feel good tonight, man. I just spent about 14 hours droning over that my tax nightmare and Just finished this afternoon. That's I didn't get to produce content this morning So I wasn't even going to make highly on content today But decided a little bit against it and decided to pop on here a little bit before I go and indulge in some sockeye salmon this evening There's jared who's got some sockeye salmon right there Actually, that's the largemouth bass that he likes to show off on the channel hoping for the best You know what I'd like to do is condition our retail community to speak along the lines of defensive positioning and Understanding the risk reward profile The importance of dynamic Position building with different strategies I have a big position in highly on but it fits into its own strategic category of of Small cap micro cap investing at this point really um But a little more thematic investing Uh in that I think over the coming five to ten years. I think this theme is going to play out I think this shift to electrification is very very real And I think the success of tesla could Indirectly impact nicola highly on high zone. I think it could materially Impact some of the majors out there like a commons like some of the major oems I think some of the mandates and incentives out there are very very real I think currently looking at the markets. I think we have a hard time In trying to extract some sort of material benefit right now from the mandates and the incentives that They're coming So Are those going to just be an epic flop? No, no those are on the books now. They're they're coming Whether or not there's going to be any type of company out there that's going to be able to service those needs On behalf of the oems the customers and the fleets I I say customers indirectly but the fleets directly And the oems directly to actually service that need for the fleets Um, I think it's going to be it's going to be interesting to see how the story materializes to be a lot of fun We certainly need a break. That's for sure. I'm willing to wait as long as it takes It just feels like it's a little bit too early in the party. Mike stevens says go thomas fantastic rooting for rooting for the boy I wonder if paul is going to show up for some fun. I'd love to have them on that'd be great. Um If you know through the through the we've had our tits and tats, that's for sure, but um, I kind of do that stuff for fun In all actuality I I I wish the guy nothing but the best Nothing but the best Because I know I've been doing youtube a long time enough and people They presume that they know me and you know, they presume how I feel about certain people and alliances and I think a lot of people would be very very refreshingly Acknowledging of how Loving of people I am Yeah Wishing everybody the very best If he came on tonight, man I would just want an update from the guy and what he's been doing and wish him all the best Doesn't bother me. Um, I live in a country where I believe that people can say what they want and how they want to say it Um, do I believe in everything that's being said by most people? No, no, I don't that's why I come on share my own voice because Anymore I'm pretty much the only youtube channel that I watch cynical self-centered egotistical I don't know. I don't know Most people I can't stand spending two or three seconds watching because they're just irritating I'm sure people feel the same about me and that's all that's okay. If you don't get any value out of it It's no problem man Go find something else to do with your time To to to find it find your way But I think this message does motivate a lot of people. I I haven't seen his feed come I don't know if he's making content or any more. I just wish him all the best Um, and and hope he's doing fine where it of where wherever it is. He's doing it Appreciate becky making her way on here on a sunday evening. I know I didn't have the super bowl to contend with tonight So figured I'd come on for just a few minutes anyway Offer the weekly highly on content as a as a live venue that would be kind of cool That'd be a lot of fun Sunday Yeah, it would be fun if he came on I just don't think he covers my my stuff anymore, which is which is okay I always kind of thought that the level of devotion that you would have to take to own a name like this It's easy for me. It's just I'm just holding the position. So it's okay I don't I don't go wishy washy from day to day. I go through swoon's of Observation and through that observation and analysis I question if now is the time based on some subsurface merit as to why they're being so quiet. I have no idea We may know March 1st. I don't know If he comes out and he gives the same old song and dance, maybe we will go back to 100 Oh, I'm not gonna ask. I don't know. I don't I don't really care. Okay. I'm not investing for March 1st I'm not investing for q1 q2 I'm interested interested to see what happens in the back half of 2023 but to be honest with you my friends That's kind of where it starts with me I'm interested I think 2023 based on my Taking of the deadlines and the checklist and putting them into my mind and crunching it out and Sharing with you guys what I think Um, I think then that's probably about the time where we could have some material pieces falling into place Could I be wrong? Yes. So this many many times could be wrong. Who knows who knows Hylian doesn't seem to be in any type of a rush I don't seem to be worried about anything. Thomas Healy talks as if he's running a five to ten billion dollar company I he's not It's a penny stock right now for for for all intents and purposes I wish he'd be a little more humble be honest with you This guy he comes across as if he's got the goods and he did and lost it Now he's got to gain it back and gaining it back is going to be significantly difficult And I do hope he does it. I believe that he will I I think Here at the end of february 2023 it might be a little bit premature based on everything that we know they're working on behind the scenes And what's going on right now? with you know winter validation and and the ongoing approval I know my my buddy Dave Press Thomas Healy on twitter in the in the comments. I'm I'm off that I'm sick and tired of being ignored I won't play that anymore I just won't do it. I don't care. I just don't care anymore. I don't I certainly care what this company is doing I'm certainly convicted on the direction and their vision Um, and and I I love investing in the company. So Um, but as far as me offering a comment that just gets ignored again I'm just not gonna do it again. I I'll leave that to silent alert and andrias who are phenomenal people And you know, they they've been putting some really cool content through Uh Kind of lean kind of stretching a little bit But but hey, if they're doing the best they can to just try to try to scratch I think in what I would deem to be kind of a cold period for the company Um, and and we'll see we'll just see how it materializes over time. It's all good Now Julio's in the house man. Hello Ryan. What are your thoughts on carno? Wow, that's an awesome question. Um I think carno has probably got about 150 million to 250 million dollars of value And they bought it for 37 million um Now that value is going to carry with it a price ticket of about 90 to 100 million dollars of let's just call it r&d To to to start to realize that that material benefit to the company And it is so so premature to start to talk about A burn rate when the actual burn rate of the cash from the SPAC uh public offering Is is is is a subject of a lot of people scrutiny on the company I'm one of them. Um, I you know, we're burning cash at a at an alarming rate with no real Promise of follow through and that's really what I'm looking for in the back half of 23 Can this company Put forward a a a product in such a volume to give some sort of an indication that their op and cap x can be met With comfort I don't have those answers for you my friends. That is indeed what we're looking for If we don't have a company that can generate revenue It it's not a company I'm well aware You don't have to speak the Obvious to me If this company cannot make money Should they make money? Um, do we want them to make money? Can they make money? Those are all valid questions The best question is will they Make money because if they can't This is all for naught. Okay, somebody will come in Save the company buy the ip and eventually we will see a version of a brx on the road flying the flag of another company that has come in and gobbled up highly on Cease to exist. Okay, the warehouse will be Surrendered to somebody else The ip will be transitioned And the people there will be given their their walking orders or opportunity to Take on with a new company They gotta sell I I get it This will be the biggest flop in history if This company just continues to sit on laurels and that might my expectations from a From a scale of zero to ten for this earnings call closing out 2022 Is a zero I have no expectations none zero zero I will be looking at the information that's disclosed And I will be offering my own response to that said information once released But not until then I will not speculate this is this is going to be some sort of barn burner quarter If they come out with information that should have been previously disclosed through the quarter That'll piss me off actually Because I think shareholders have been Drug enough through the through the mud I I think there is a bit of hope with this story where I don't typically like to invest on hope Okay, I like to invest in Fundamentals. I love the company's vision for where they could go, but they have to execute Have to execute along that plan Where they Where and how they end up realizing that end Is anybody guess will it happen at the end of 2023? I'm here to tell you my friends. No It's not Will there be some indication that the pieces are coming together? I hope so Will it be 2025 will it be 2027 will it be 2030? I don't know my friends. I don't know but This stock has the opportunity to crawl itself out of the basement if this thing gets up to 1012 bucks I'm super stoked on that super stoked It will be a sign that the company will have An opportunity to to succeed not thrive Succeed and dare I suggest at this point all I want to see is some remnants of survivor ability I'm very real. Okay. I'm not getting on here with pom-poms jumping up and down. I'm not doing that Okay, the the situation right now is very very real Okay, and the complacency and everybody's interested in my product and yada yada yada And we're involved in this carbonates a certification that we Neria have any type of color on the Progress that's being made on that front My friends without that We don't have a product and we certainly don't have The ability to generate revenues while all that stuff's still in play I'm not here to speculate In any other capacity than to suggest that we will inevitably reach those certification ends I absolutely believe we will absolutely. There's no reason to believe otherwise There's no reason to believe that they've got a fantastic product And I think it'd be fun to have that in our rear view mirror In understanding that they were able to achieve the certification. I think it'd be great. Okay, and I think It's inevitable Are we going to be there tomorrow on a monday? I don't know. I don't know don't really care In 10 short days we'll understand and be provided the opportunity on the quarterly call To understand a little bit more about what's going on behind the scenes And i'm willing to wait. It's no problem. It's not like I said around twiddle in my thumbs, man I'm busy doing other things. Holy smokes, man highly on is one very very very small minute little spot on my overall complex portfolio, yes, but Life in general Life certainly takes the dominance over my over my time, but yeah, I really think that I really think that the car know is going to be a game changer down the line But I think to get the technology in so early in on the game Risky, yes, uh, could it pay off big? Yes We will have to see my friends me. I'm a complete and utter Bull of it because it fits and aligns Perfectly with what highly on is trying to do I get it And they were contacted a long long time ago on the car know generator Don't think for a second that this is just a a new initiative within the last year. It's not it's been in the works for Many many years to be materialized now And I think look if there was going to be a strategic purchase that was going to be had during the Burndown of the SPAC funding that came through for highly on What better product would you rather have them acquire than the car know technology? Put it a different way. I know is highly on a speculation at this point In some capacities, yes, it is it absolutely is Remember for the last three years, and I won't even count 2022 as being Okay, I will give due credit. All right, let me be fair about this. Okay um two million revenue is Uh insignificant It's not pre-revenue There's a big difference between those two the reason why I suggest that to be important is Highly on is not capable of taking 100 truck orders right now for their powertrain. They're not capable of doing that So does it really matter? I think the deeper question in understanding if they could materially down the line accept those larger orders It becomes less of a speculative play When we understand more color about How the integration to the oem is going to happen? Okay, once the integration happens Speculation dissolves away Now the greatest material benefit unfortunately my friend and you know this andy is that Taking on that opportunity when it is the maximum amount of speculation Defines investing in and of itself now if you want to value invest in by procter and gamble jan j which I own all those and I do It helps really give me some level of material buffer against What I think me and you could probably agree at this point in some capacities is speculation You have to be kind of careful with that word because it's very very vague And I think a lot of people play in the OTC markets Which highly on is not part of the OTC markets Nor do I see that happening But I think they play all too often in the OTC markets and they don't understand how to evaluate companies now if you Are a subject of your own demise with regard to your ability to look at a story And say that sounds like a really good story I'm going to put money on that said story and then I'm going to monitor it and I'm going to hope for the best That to me is maximum speculation maximum speculation with Very very little if any type of fundamentals that could surround that story I think highly on for example is is quite different I think if you go to the other company that I'm covering right now that's in a related category But not the same with uh plastic upcycling You guys know if you cover the channel i'm talking about aduro clean technologies Which is an OTC company Is trading at significantly anemic volumes Is pre revenue Okay to the tune of not having any material benefit whatsoever being brought in in-house, okay But fundamentally, okay It's the stock market analyzer that determines the level of fundamental thesis or basis Behind whether or not they want to put their investment into a specific company The dollars that I subject to my value portfolio in way of an apple computer guys That's easy money. I'll buy apple tomorrow on the blinds. You put a blindfold on me. I'll buy apple tomorrow I don't care, right? Am I getting it in the low 140s? No, it's run up to 155, right? I don't care It's no problem Because the fundamentals are there and investing in companies like proctor and gamble Johnson and johnson home depot Nike right some of our regulated utilities doesn't carry with it the same requirement for Identifying that value when there's not a lot of eyes on Trying to extrapolate that data from those said companies. Okay Just my two cents on it. I think with regard to the speculation now We're playing a dangerous game between the burn down And their ability to prove to the market in general that there's going to be enough interest in the marketplace for their product Forecastable demand over their product, right anticipated demand over their product real performance and real bottom line Payback to the customers and fleets that they're aimed at serving I actually believe that stuff is pretty darn good. That's where the speculation starts to Minimize for me in looking at how the tutorials that I get back on the highly on product They're pretty good. They're pretty good Okay, fleets like this product drivers like this product Everybody that covers and goes down. They're pleasantly surprised by what they see or it's too good to believe As the western dairy transport customer just recently said about taking on the ownership of the hybrid products And the owner said I just wanted to run it through the rigor and prove myself right That it was too good to be true and I could not do that right When you hear little dabs of stories like that the speculation starts to decrease And starts to you start to really understand that if this company is going to end up Materializing on what now is speculation Then that right there can help you form your thesis on whether or not it's worth putting a small position on Or no position at all, right if you came to me and said gosh Ryan I think this is a speculative play man. I'm not comfortable with it Right on man. No problem. Let's talk about what it is that you see because I sure as hell share what I see every week with this and I think I think Sharing the story when it's probably at its maximum speculation It is probably where a lot of people are not willing to go I am I'm willing to go there and I'm willing to go there for share owners in the company If I can continue to evaluate this company on its basis its merits its vision its leadership and its Slow as a snail pace, right But a pace that's marching toward an inevitable end Then I will continue to share what I see with the company and right now I think it's evolving to a very very special place and I think we're Going to look back on this is probably being the the maximum risk time with the company And if the risk is too much for you Don't don't take a position in the company.  You don't know me I'm a phenomenal investor, but I'm an even better person And the two really don't speak to each other to be honest with you My life away from youtube is completely different than what I talk to you kind folks about my unique and independent perspective on Financial markets. That's it. That's what makes the conversation go round It really does. Thank you. Andy. That was a good question. Man. I really appreciate it Uh, don't let people get to you man. I don't know. That's probably for me. I guess rg flicks came in and said it's gonna be a flop That'd be awesome. I hope you're right man I hope you're right because I tell you what this world doesn't need a solution like highly on right We'll just continue to ruin it for our kids It's and then that's the thing is I'm not I'm not a tree hugger I I don't I'm not a staunch supporter of the green initiative I don't even know what that means. It sounds like a great headline but I am a supporter on what this company is doing because I know enough about generating electricity that If I look at what they're what they're attempting to do with the e-axle and the components of the eight minute charge battery And the generator set that's run off of c and g All that assembly right there is really really smartly done. It's really smartly done Now whether or not it's too novel for the fleets to buy in we'll we'll see you could be absolutely right It could be one of those ideas that just on paper looks really really good And in the rigor of class eight doesn't materialize to anything material right It'll be okay The funny thing about it is I think people come in and they're like they think that they can say You know highly on is going to be a flop like this Right, and it somehow affects my decision making or or affects what I like to reciprocate What it is people are trying to tell me In all fairness i'm trying to understand where you're coming from right But all is fair and love and war man, and it's it's all good. It's it's all good I still hold a bit the price of natural gas went up yet totally. I totally agree with that Um, I think the political headwinds with uh c and g is probably a bigger Is probably a bigger headwind in in my opinion than The actual usability of c and g in the fleets c and g r and g Is uh becoming much more viable, and I think the dollar of credit that is um now Now possible to start to render We need to kind of start to see some fleets grabbing That incentive to put c and g into the fleets, but we'll see man rg. Thanks for your time. I appreciate it That's a hell of a thumbnail there man. Very cool stuff Uh, very cool. Got some cool people in the house man I got your tongue now. It's all good man.  It's all good. It's all good. I appreciate your time Very cool stuff. Do you think thomas heli is a good ceo? um I think it may be uh slightly premature. I tell you what for a guy that's been at the helm for three years I think that um I think there would be more material risk with the company if there wasn't a thomas heli at the helm This is his and this is his invention um just like tesla is is elan musks And you don't think that that adds some value when you actually have the founder owner and ceo at the helm As opposed to somebody that comes in maybe with a renewed sense of passion blah blah blah whatever thomas heli has earned to sit at the helm And he's earned to sit at the helm until there is material reason To remove him from the helm Now the only thing that does has not sat well with me in my evaluation of thomas heli over the last three years simple simple Selling stock That's it That's it That's it. My charge to the ceo is to drive sheer owner value And it hasn't been till recently to where i've actually heard that come out of thomas heli's mouth a few more times And I expect him to say it at the onset and at the conclusion of every public delivery that guy makes Why because I feel like That's the ceo's job If you don't like that responsibility go private Go private um I do I do think he's a good ceo I think the success of highly on is not going to be made On the shoulders of the ceo alone. I think it's going to be a collective collaborative effort as a team To garner enough attention in the industry to help provide some level of domino effect in the industry and garner some level of organic churn to where this this Product that they have a vision for Really starts to gain some momentum In the marketplace. I think without that momentum. I think they're going to have a really really difficult time Trying to gin up 10 orders at a time, right? I I think there's probably more interest from the fleets and that interest stops there Because they full well know That highly on is a brand new company There's going to be a time where that trust is defined amongst the fleets based on Whatever small trials whatever tutorials that they get from other fleets as well as they talk, okay? And once the floodgates start to open where one fleet's really taking a bite out of the highly on opportunity Others will follow suit. Why because they have to not because they're forced to But because they have to based on the knowledge and the learnings that they that they now know Which I think now they're probably just about as lean on that knowledge and proof of concept Then they'll ever be in the evolution of the company This will only improve over time Right and as that story improves over time We'll look to have some of those orders that are generated a little bit more Naturally than mechanically unfold into the future That helps but a cool Highland will come good We'll see man. We'll see steam engine is the way Steam's pretty interesting. There's a lot of maintenance that goes into steam my friend a lot of maintenance Very cool. I thought that said little Detroit It was going to be cool. He leads says the demand is there And all the fleets have spoken are very enthusiastic, but all that remains an article of faith totally agree That is what's causing such angst right now um Not sure if it's you're right You are right your thumb on the pulse is right to call it angst I'm just not sure if that's fair of a of a criticism or or Because I feel it right Shareholders have angst institutions don't Right, so it's worth putting that out there to suggest that people Need to invest more like institutions I cringe because retail investors Can't get out of their own way most of the time to really look at this the way that the institutions What is wrong with sitting back and suggesting that because black rock is okay owning this that I The independent investor channel little ryan little engine that could Is okay owning a small piece of the company I this is kind of the way I look at it you know um And I just think your question speaks to Wanting something in a time. Yes. Yes. I want those things too And perhaps maybe I have a little bit of angst based on the speed at which I would like to see them move in But that's not the speed that they're moving in Right Okay, and that therein lies the importance of stock market investing Do you think the institutions are deliberating every single week the way we do of course not I think that's a material benefit of retail investors is that we can collaborate on ideas You know, I I can come in and I can talk to a guy like this, right?  It's it's really cool. We have a bullish thread on highly on always have But rick sometimes has brought forth an explanation to me that are not within the confines of my noggin Right It's a benefit to me I don't know if he would say the same about me. Maybe I've said something that's been like, man, okay Ryan's pretty insightful there. I don't know. I don't care. I don't care But the cool thing about it is I can say that I've gotten benefit I have okay, and I often suggest that if you can teach a specific topic Then you'll also benefit from it.  No, no I think you guys will understand that the end of this year or maybe by next year or two years down the line Who cares? If this thing materializes into something that I think is special Won't it all be worth it? Won't we look at these times at three dollars and be like, jeez Louise, I don't know. Maybe I could have afforded Maybe a hundred more shares. I don't know. Maybe gosh dang Ryan came on every single week and talked about the opportunity that was there and it was right there in front of our face And we scoffed at it and we came up with reasons as to why we cannot and why reasons why they will not make it And why nobody will buy their product even though we had the answers Right in front of our face that the fleets are exercising their option to put this Solution into the rigor of class eight. They are doing it right now Right. We are on the precipice of earning carb and nitsa certification My friends do not underscore how big that is. It's a big big milestone. All right Hey, Ryan, I'm back in the u.s. Welcome back my friend very cool I hope your travels abroad were everything that they were meant to be man very cool to see you again Very cool stuff. Great to have you back rick. Welcome back VIP The red carpet treatment for rick man on the independent investor channel man He's going to make a visit to the channel one of these days He's going to sit right next to me down in my studio Right next to me We're going to talk It's going to be a lot of fun. Um, I have fun investing in this company. There's no doubt about it Um It's It's it's one of those things man that speaks to what life is about guys Okay, life is not all about just being safe all the time Step outside your comfort zone every now and then. All right The only way that I've ever got ahead in this life is is based and predicated upon the risk that I've been willing to take With my wife with my career with my portfolio with everything that I do Right. Uh, I wouldn't be who I was without risk Calculated risks the risk that has went into highly on is larger than some of the other risks that I've taken in the portfolio But I look at other names And I tell you I'm very dismissive of a lot of opportunities that come my way I'm very bullish on two right now that I have going Hi Ryan. Thanks for doing this every week. This is a ton of good stuff here. Love the Friday nights, too, man Thank you, Dan. Appreciate you my brother. Appreciate you. Hope you're having a great sunday, man Awesome awesome stuff notification are definitely on That's cool stuff, man Victor's in the house. Great to see you victor man. Awesome. Awesome I got phenom in the house phenom gave me a blessing before my friday live stream That was a good product. You guys need to catch that Yeah, friday was a good one. I sold out on that one. That was a good product, man for sure Look, man, if the financial education can get 50 000 views I think I deserve at least a thousand views on that one, man. It's a good product In all fairness to Jeremy, man I I uh used to watch his stuff and I used to hope he would say different things than what he did say, but Unfortunately, he just couldn't keep me around based on the stuff that came out of his mouth Sorry, that's my criteria. I just don't follow to follow. I don't do that. You know, okay I had a cool stuff It's I eat in the house Hi Ryan, most of the time you focused on highly on if you can cover lucid and rivian Gosh, I just don't cover either one of them my friend. It's uh, it's a fascinating space And I should probably include them in the discussion when we're talking about The evi revolution. I think some of the majors are stepping on board right now with some pretty interesting um electric vehicle offerings and Hey, it's exciting times. I think it's all good for the industry. You're probably right And I thank you for that comment. That's pretty interesting. I uh when I get a few moments I'll look into those. I think I probably should But I don't highly on as my bowl and uh, that's kind of where I'm sticking with my with my conviction, man I run. Thanks for the presentation. I think the certification is the very most important next step No, and I agree with that. Um in order to garner bigger interest from the oems I think that's real smart.  Everything has to be run to ground Isn't it in their best interest to wait until the timing is right? I don't think the timing is there And I think to your point. I don't think it's going to be there until that certification comes through I really don't I totally agree with you freeman. Thank you for coming on man. I appreciate you leaving your comment there Uh in the thread very cool stuff marketed. Ah, that's right. Market's closed tomorrow. Thanks.  No no for sure that was yeah, you know, it's funny rick how some people spin this as being a negative thing like Gee didn't want it So they chopped it. I was like, oh my gosh. I thought you would it's the whole pink rock analogy You you missed that when you were abroad Down under You missed the pink rock analogy or maybe you caught it. I don't know But it's like you try to convince somebody that the rock is gray and they're just like no, no, it's pink, right? It's like look like a rock man. It's it's gray. It's it's gray and they're just like no, no, it's pink It's okay. You can't save them all man. It's all good I got matt in the house when lambo fantastic. It's good to see you man. Good to see you happy sunday to you Nice to hear about your perspectives and comments advice on early investors Where we are already quite red. Yeah My position is to hold until significant orders to rebuy for sure so, um Anybody that bought in the 30s 40s 50s was subject to some phone mobile And you don't need me to tell you that you're a bad investor for doing so Okay, it's a mistake that all good investors bad investors investors make and it's okay Don't don't beat yourself up over it If your conviction is the same on the company, you know, consider picking up some shares here at three dollars a share, right? If not Go elsewhere Put the shares on ice and look at other areas of the portfolio to fortify which i've done I've owned shares of the highly on for now three years and i've fortified All different angles of my portfolio all of them. I didn't stop investing Is it the idea that we're stopping investing in highly on and everything else? No, of course not I'm still investing in the s and p 500 heavily. I might add I'm still buying quality dividend positions in the portfolio. I just opened a sepire array last sunday Funded it with a thousand bucks I'm going to start funding it with some business income. Um max funded the Roth IRAs just a month ago 13 000 bucks uh continuing to dca improved my uh Yep, I still do 20 out of my paycheck I declared on my live stream on friday. I do about 2,500 to 3 000 easy a month easy dca Right, so it's easy to not focus on highly on so much when you're focusing on continually Evolving the portfolio and it's tough to do now in the face of volatile markets but i've just seen it pay off too many times in my evolution as an investor of doing this for two and a half decades that I've learned that the deeper the discounts The better buying opportunity that it is and that's a phenomenal note to end on guys on a sunday I went for an hour and 20. I was meaning to go for a half hour. I do apologize Not really. I enjoy it right and to have uranium positions or opinions on the space. Yeah, I'm very bullish on uranium I'm heavy on uec. I'd be careful with that. Um, I I Would talk offline about that um I I try to I try to stay away from that All together if I was going to buy uranium I would go go ahead and go with camico with their Uh positions in the athabasca doesn't get any better than that. Um, I it's a space that I typically just don't cover Uh, but camico rio tento would be the way that I would play uranium. I would be careful with uec I'd be careful. Um, there's not a whole lot of people in that company making those those things happen Um, and it's the same people that are like marionette Right pulling the strings and you know, we've got triple inferred in the ground There's a lot of commodities plays there at play uec probably is the most quality out of the space absolutely Um, but there's one particular individual that uh, I've looked into Um, and I I don't really trust I don't really trust it man. Given you my instinct Um commodity space is an interesting one, you know We think there's stuff there therefore you should buy our stock We're not making any money and we never we don't intend on making any money We're just saying that there's inferred resource in the ground So we can sell it to somebody else and hopefully realize more value than what it's worth now It's an interesting place to play and no no doubt about it I just feel like all too often the share owners are the ones that suffer By massive dilution and the people who are making the money Are the people who run that very company right there and a few others and nobody else outside Those circles, um, you know, when does it become a point where the share owners actually get paid in a company like that? That's that's an interesting question, right? Yeah, they're sitting on some phenomenal companies in the same ranges as rio and kamiko, but When does the share owner get their payoff? You know, when when do they realize they're not producing right? They've got strategic They have strategic reserves right in the warehouse. I've done my research on this company and um I'm not really sure how that benefits the uh stock owner. Yeah, okay If the price of uranium doubles which it absolutely could do How does that benefit the share owner? And that's the that's the deeper question I'm glad you came on man. That's a cool question and I was glad glad to give you my insights on it for sure 2025 is the time to see how the stock price will start to reverse You could be right. I'm totally okay with that. I love the name I think there's going to be a time where people look at this and they're like man There's only one highly on I had a chance to get it at three now. It's at 25 Now it's at 50 now It's a household name and people are buying it Because they're buying into strength and that's it's the same old story As before deal with that guys. We're gonna close it down. I'm gonna take with my evening and chill out It's been a well deserved Chill out. Um, I wanted to offer this product today for you guys Um, I certainly thank you for your time and coming on on a sunday Really appreciate the support and hopefully you found some value in it If you're new to the channel subscribe Leave your comments at the bottom of the video guys. I appreciate you guys and we'll we'll see you This friday on the next live stream in the independent investor channel. Be well and we'll catch you next week


What's up everybody, Jason here for jaspyscasebreaks.com. 2022, Panini and Packable, WWE just sold out. This is a one box break, random number block number seven. And again guys, this is a 10 spot break. Everybody gets a random number from zero through nine. Of course, same thing as always. We go by the first number, the left side is their number dash. There's your numbers for examples. Any non-redentions go to spot zero. Any one-on-ones go to spot one. Here's the dice roller, here's the customer names and the numbers there. So let's click dice roll. Learn to four or five times, good luck. One, two, three, four, five. Five times. Edward at the top, Daniel at the bottom. Then we got five times here on zero, one, two, three, four, five, six, seven, eight, nine. One, two, three, four, five. Five times, five times. Eight down to three. So you have eight, Danny with four and one, Stephen Kendrick with five, Joshua with six, Thomas with nine, David with zero, Edward with two, Danny with seven, and as well as three. I don't think he'll trade for numbers. I don't think I've ever had a customer try to trade for numbers, so stick to what you got. I'll leave it up there though really quick. And then, right now we'll switch scenes. Awesome possum. Yeah, I think that's what everybody wants anyways, right? So, unless you're trying to do for like a two for one, three for one kind of deal, then I think you could probably entertain a trade like that, but for the most part, I think for R&Bs, it's really tough, yeah, most likely the one and zero spot won't ever trade anyway, so. Just like, might as well just stick to what you got. Plus you never know, man. Sometimes one and zero don't hardly ever hit, so. Just got a good look, you're right. There we go. One, two, three, let's see which one we use here for this one. And let's see if I can roll a one, two, or three. Two, just like that, right in the middle, the meat, one, two. All right, so these two here will be used for the next ones, and let me actually post that up right now. I'd love to kill another one of these boxes, guys. Especially if we don't hit anything crazy out of here. Eats. All right, perfect, next one's up, guys. All right, so this one just has the stainless stars. That's the other two potentially have the cases. So have we actually confirmed, do you get two metal cards out of the three boxes? I only got to do two out of the three yesterday, so did Chris get a metal card, or a triounce card yesterday? All right, we have a, the almighty Bobby Lashley. That's number 36 out of 99. Joshua with that one. All right, we have Xavier Woods that is 17 out of 25. 17, Daniel with that one, spot seven. We have a Otis, 47 out of 49, another one for seven. And then 20 out of 99, spot zero. Theory, David Chan. We have a superstar autographs of Billy Graham, that looks like superstar Billy Graham. That's a 39 out of 99, spot nine, Thomas. We have a Carmella, 90. Is that Billy Graham? 91, yeah. Billy Graham is dope. This one. Oh, it's hot, man. Carmella right there, that's a 91 out of 99. Tim Peckable's nice, actually. This is good photos. I hit a Hogan photo today.  Shit, it was cool. Noam Dar, that is 26, spot six, Joshua. Wes Lee, 47, going to Daniel. And last one's a redemption, guys. So that's auto-mechanical to spot zero, no matter who this is. Could be a 101, it could be anything. And who's a redemption in WWE? It's gotta be a big time riser, right? Superstar autographs, Hollow Silver. Car number 33, Charlotte Flair. How about that? I guess Charlotte couldn't sign, though. But still, that's going to spot zero. And David Jaff. All right, so I just gotta grab some more 120s, or actually, there is 120s here. But that's pretty much it, guys. That's the first box of the case. Again, the Trojan's card has not been pulled, so I assume the last two should have one each. Or at least one of the last two. Some good names here. But some numbers did hit a couple times, which is great. And unfortunately, some numbers did not hit at all. A little risky, but very, very nice, fun product, though. So there you go, guys. Appreciate it, everybody. JaspysCaseRakes.com, guys. Thanks. I know, if you were close on a couple, man, I'd seen one nine hit, you know? One, like, one hit.


outcomes are useful for measuring learning. The concept of outcomes can be used interchangeably with goals or competencies for example. To access outcomes logged in as either the administrator or teacher in a course, go to the settings block, course administration, outcomes. There may or may not be some standard or global outcomes that have been added and made available by the assistive administrator across all courses. In any case, a teacher can come into a course and add their own outcomes. So you click on this page, edit outcomes. Let's add a new outcome. So we give the outcome a full name, a short name which may be some sort of code and then we can align the outcome with a scale. It could be a standard or a custom scale that may already exist or could be added. So when it comes time to grade and assess work, we can not only grade against scales, we can also assess against outcomes. So there we have it.


It's The Cube. Here is your host, John Furrier. Hello everyone, I'm John Furrier, co-host of The Cube. We're here on the ground in San Francisco for VMware's big launch, vSphere 6, a ton of stuff going on in the cloud with Bill Fathers, executive vice president of the cloud service business. Great to see you. John, great to see you. Great event. It was amazing, all the executives. I love Pat Gelsinger. One, because we're big fans of him.  We are living in a new age where there's a lot of stuff that has happened in tech and new stuff that's happening. And a shift and an inflection point happening at the exact same time. Cloud is at the center of the action. So I've got to ask you, VMware, what's new? What's solid? What's the straight and narrow for the cloud business for you guys, hybrid, obviously making cloud one cloud is a message here, but what's the meat on the bone? Of all the changes you outlined, it's hard to say which is the most profound. I think the shift to public cloud delivery is the most transformational and potentially the most disruptive. I think our view of this is the first 5% of workloads that have moved to the public cloud, which is where we think things stand now, were easily the easiest to move to the public cloud. Now within our client base, they want to move the next 10%, which represents about a $50 billion TAM, and helping them get that next 10% of workload moved to the public cloud is kind of what we're focused on. We don't think anybody right now has the perfect solution for that next 10%. So I love the panel up to you, I'm not sure people saw it in the live show yet, Lending Club up there, and that brought up a highlight for the crowd. They compete with the big incumbent banks, because they don't have cost of capital, but their cost structures are lower. What's going on in the cloud? That's going to give new, open up new competition for you guys. You guys are aware that the existing competition like Amazon and others, and what is potentially threats to your business? So if we look at the existing market for public cloud. So 5%, or 6% of workload in the public cloud, which splits almost evenly between SaaS and IaaS. IaaS clearly dominated by one or two players, as you say, but VMware and vSphere based public clouds have about 20, 25% share there. On the SaaS side of the equation, wide open. Nobody, nobody, nobody has made any inroads into dominating being the infrastructure platform for SaaS players. Look at the top 200 SaaS players in the marketplace, 90% of them DIY today. Some of them are vSphere already, so it's all up for grabs. So in that IaaS segment, yep, Amazon have made huge, obviously, headways, but actually overall, it's wide open. And for the next 5% of workload or 10% that moves, I think there are several players who've got strong hands to play, of which we're one of them. But equally, you have to play that hand very effectively. So born in the cloud is a new phenomenon. That's the people who actually use the public cloud. But SaaS does not necessarily mean born in the cloud. It means you're running big iron as well. You can have data centers all over the place. That's what you're referring to as that SaaS. It's a new opportunity, right? That's right. And if we can sort of make the transition from vSphere is seeing as cool virtualization technology to vCloud Air and the entire sort of being viewed as a hybrid platform, then we become more relevant and interesting to those SaaS companies that want to get access to our client base. So if we can somehow convert ourselves into not only a sort of dominant platform, but also something of a channel to market to our client base for ISVs, then that really is interesting. So this is really a platform war game, obviously in the cloud business. Platforms are everything. Tooling has to be there. You get platforms with integrated applications. You guys are saying one cloud, all apps, whatever that thinks is something like that. That's the expression. What does that one cloud mean? Because I challenged Pat to be in words. Well, he got in my grill. He's like, I called the hybrid cloud a halfway house between kind of like end point. But the final destination is ultimately transparency on complete abstraction away from the cloud. Do you see that same thing? Yeah, I think we're saying abstraction from the infrastructure layer so that our client shouldn't care whether it's running on premises or in our public cloud. That's the sort of distinction we're making. But I think you got it right. So I think we're getting the technology building blocks in place. We're getting the client adoption. The next big phase is for us, obviously, ecosystem. And as we pivot, we're here in San Francisco this week for our partner exchange. Obviously, we've had an amazing, rich ecosystem for over a decade. And now it's how fast can we pivot that ecosystem so it supports us as a platform as opposed to just a cool software technology. What are some of the challenges for the ecosystem? What are the top three things that your ecosystem is telling you guys to deliver? Is it transparency, open source, automation, tooling? What are they asking for? I think they're always asking for our view of the disruptive forces and how they should adapt. They very often look for us to ask for guidance. And obviously, many of them are being disrupted in the area that I see most familiarly, it's making this transition to recurring revenue or cloud services business models, which for many who've been stuck on perpetual software or hardware sale model, it's a fundamental re-engineering. The threat of open source and how to monetize that, I think the OpenStack announcement today should hopefully give them a path of monetization of that as well. And it's increasingly clients want services. So our services-based channel is helpful. But the nature of services clients want now to help them navigate this new mobile cloud era, it's kind of different. I've been a very critical OpenStack in the early days. I'm very critical that I've kind of converted over. Then it was some consolidation. Now I'm skeptical. You're integrating them in. It's like a wave of discontentment I have with OpenStack. I mean, some days I love it, but the customers love it because it's an alternative to grow their own, help the Lego blocks do their own thing. But it's a heavy lift. I've heard from customers directly that it said, OpenStack's a heavy lift. I don't know where I need to build an infrastructure platform. And you're seeing that the groove swings come in the swim lanes, whatever you want to call it. What's your take on OpenStack? Is it consolidating? Is it just swim lanes forming? Is it going to be a free for all? Is it going to be one open junkyard for cloud? What are your take on OpenStack? Yeah, so, John, my view is very similar to yours. Of a service provider background, an OpenStack kind of just hasn't worked for service providers full stop. There are actually no scale OpenStack public clouds now that are really going anywhere. The reverse seems to be true within our enterprise accounts. It does seem that adoption is definitely widening. So we're seeing lots of adoption, but they all seem to reach a sort of glass ceiling of the extent to which they can embrace it. Hassles, and just straightforward support. It's just you can't put if, you know, most of our clients are building new systems of engagement. If it's the front end for your SAP system or an e-commerce platform, it can't break, and it breaks because they don't have a support model in place for it. So we think today's announcement will help with that in terms of saying, look, we'll now support the entire stack from front to back. And then let's see how the ecosystem continues to innovate or not. System engagement came up on the panel. I didn't want to get two in the weeds and bow guard the microphone, but I wanted to ask, and I didn't have time, I'll ask you, systems engagement, we love that, because that's the whole new way to do business, cloud, mobile, and social, but systems of record is how people run their business. How do they connect? Yeah, and to our earlier comment around the first 5% of workload in the public cloud, a lot of them are sort of leading edge systems of engagement. Now clients want to move systems of record into the public cloud. That's when the hard stuff comes. That's when how do you maintain compliance with SOX and HIPAA and PCI? And if your database ends up straddling on-premises and off-premises, so it's just gobsmacking amounts of complexity. So if I was a partner, that's where I'd be going. I'd be doing that as fast as possible. How hard is that to do? I mean, put some color around that. I mean, I'm a startup and I'm a computer science major. I can't just walk in the front door and do that. Yeah, or can they? No, I think that's right, and therefore, it tends to be, you know, the sort of worst case scenario if you need to have the sort of resources of a Goldman Sachs or a Morgan Stanley's IT department to be able to solve the problem, but they're probably the bigger companies are under such regulatory constraints that they can't actually deploy it in live production. So I think there's a sort of, if someone can create enabling technologies to enable that to make it simpler, we'll see it go to the mid-market and suddenly it'll be quicker. Certainly that's the VC strategy, bulk up those big heavy lift companies. Final question to end the segment here on the ground at your launch. What is the key disruptive enabler for your cloud business? If you could point to what every industry has an enabler that's the disruption that's going to cause a lot of opportunity. Networking, period. It is pre-integrating our public cloud with our 500,000 clients installed environments and totally solving the networking problem. That in a year's time, that's what we'll be talking about is the power of that virtualized networking. We've always said on theCUBE that the network's the bottleneck. Year after year, it always comes back down there. Bill, thank you for joining us here on the ground. We are on the ground in San Francisco for VMware's big launch here in the month of February.  We'll be right back. I'm John Furrier here on the ground. Thanks for watching.