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Hyliion Inc | Hyliion Stock | Hyliion Merger - Everything You Need to Know (BE CAREFUL)
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- เผยแพร่เมื่อ 14 ส.ค. 2024
- It's time to take a much closer look at Hyliion Inc - amidst the Hyliion merger buzz there is a lot to be excited about but before investing we have to break this down. Hyliion stock has massive potential when the IPO debuts later this year, but is this a company worth investing in or is this another Nikola story - all flash and no substance?
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➤ Dillon Loomis, Executive Producer - Electrified
Time Stamps:
00:00 - Hyliion Inc Background
2:34 - Hyliion Product Lineup
6:04 - PLEASE STOP THIS
9:18 - Hypertruck ERX
12:52 - Hyliion Financials
#HyliionInc #HyliionStock #HyliionMerger
Other topics covered:
Hypertruck ERX and the potential disruption
Hyliion financials
Hyliion hybrid electric truck
You know the drill - WHAT DO YOU GUYS THINK OF HYLIION INC?
Its a transition technology, as CNG will be more and more expensive as times goes on due to CO2 taxes. Hydrogen is the end-goal, so its better to jump on that right away instead. IVECO which is the biggest CNG truck manufacturer atm is transitioning into H2 in a JV with Nikola already, so that should kinda show the trend.
You see the same trend within the maritime industry. Since ships often have a lifetime above 30 years, we will see a ton of ships being retrofit to utilize transitional technology to be allowed into harbours with strict rules until a new ship is ordered. Then as new shipts are ordered after that point, then they go fully H2 with CHG, or LHG ir NH3 before the ultimate endgoal is different hybride storage mediums like Sodium Borohybride, or Lithium Hybride powder.
The potential of Lithium Hybride H2 storage medium is tested to be above 4,000% more energy dense than current batteries. Which - is - a - lot.
That said, Hylion will have a good run of around 15 years on the transitional technology, so they have time to adap - which they are planning to do. So its a good bet imo.
Do you know when they are going to trade publicly and what the stock name is going to be?
Cool. Something new on my radar now. Thanks.
You know there are all kinds of machinations going on behind the scenes...
Pays to watch and wait on this one...
I feel Tesla will be the clear leader in the space, they've had some extensive testing, and especially when autopilot & fleets (even with front truck driver) happen. I think Hyliion can do well in its segment with momentum for the transition past diesel / gas. It may come down to covering all scaling costs, and who better manages production efficiencies better this year as to which grows faster. Over the past two years I continually looked at a bunch at emerging and EV companies and always ended up buying only TSLA (haven't sold a single share) Then last week I did pickup some SHLL, just had a good feeling about the company, oddly kind of like what I had the first time I came across Tesla. The only other one I would have invested in, if it was possible, is Rivian.
End of September and HYLN
I have to admit I was extremely skeptical when I first heard about Hyliion, but now I'm pretty excited. This makes a lot more sense than the way Nikola is going about it! I really like the possibility to be net negative on emissions.
Me too! First new company I’m actually pumped about in some time. They don’t have the world takeover possibility anywhere close to TSLA but they can be a strong profitable player for years to come
a mortal defiant , I’m sure all sorts of new electric trucks will start popping up. I wouldn’t be surprised to see Nikola start using Hyliion. If I were driving a rig this expensive, I would want something fully integrated with ota software updates, not a truck made with some parts from here and there, more or less a Frankenstein.
This is just the beginning for this company. Don’t be that guy back in 1997 who said amazon share isn’t a long term buy at $17.
Haha I hope so!
I was that guy or one of them.
I bought one in January this year up 70+% already. ONE! it was all I could spare.
These guys have a great idea and as an ex transport manager I will say that I'd have tried this out. Open minds.
Stop picking on me! Who the hell wants a stock for some dork selling books on that new thing called the internet. It will go bankrupt and the internet is just a fad. Robert 1997!
I was that guy.
I mean, if you bought the stock for $133 in 1999 you LOST money on it for 10 years straight and you would have done better to put money somewhere else over those 10 years. you would not break even until 2010. I went over this already with a guy on reddit. Amazon didnt gain any value till they be game a global online retailer that made many brick and morter stores obsolete, esp when you didnt need to pay taxes on amazon. it was huge. Before that amazon as a book store was more than useless. No one gave a shit about buying harry potter online. Buying into amazon in 2008-2009 was the correct choice, buying before that was stupid.
Hi Dylan, First of all; this tech - me likey likey, but one little thing I did notice during the video. You spoke of "fleet replacement". Fleet replacement is considered an inherent part of the business model for trucking fleets. In South Africa, where I am, fleet owners like to use a 60:40 mix (new trucks to old trucks) The 60 % hurts in high capital repayment interest, but softens the pain with lower running costs whereas the 40 % is the portion of the fleet that is owned outright (without financing from a third party) and is bringing the income, but is also getting older,and starting to cost more to maintain. Fleet buyers look at running costs and TCO through a variety of lenses, the selection of which may be influenced by the company's history, current fleet mix, operational needs (practical considerations like local vs long distance, on highway vs off highway, and quite a few others). Now, while what I've said here may seem to imply that I am dismissive of your remark regarding "without needing to replace an existing fleet", no, I am not, because fleet buyers do have some discretion, and will enjoy seeing the easy-to-verify numbers of moving towards this kind of retro fit. I think that you have hit the target with this video. Good stuff.
Hey Adrian, thank you for sharing this insight! Much appreciated and I really enjoy hearing different perspectives. Happy you enjoyed the episode :)
I am too very excited about this company. I purchased 100 shares weeks ago and hope for the best. 🤞🤞🤞
Nice Mitch! Best of luck brother!
how much screwed are you right now
I invested on this stock. I got 100 shares now and if the stock goes lower, I might buy more.
In SHLL? Nice work, good luck!
Same here. Bought 560 at 12 but dumped a bunch at $31. 100 now but waiting for interest to lag, then go back in.
Crazy Beagle nice profit right there, now it’s hitting $40
Their ticker name concerns me, lol
If you buy SHLL now, what happen at IPO? Thank you for videos!
I am SOLD! I've done a lot of research on this company. They are the poster child for the coming energy disruption. They have made it EASY for companies to retrofit their current assets with a product that will save them money NOW! They are like the 'Wal-Mart' of the trucking industry, unlike Tesla and Nikola. The stock price is on the rise due to the pending merger. This is a no brainer investment. I sold my Tesla to invest in this company which provided me with a bigger stake in the company. Thank you for sharing as the world is changing quickly and we must have detailed, non-biased information to help us make educated decisions.
WOW, talk about exciting stuff! This is AWESOME! The fact that carriers can upgrade their existing fleet probably looks pretty good for those without the capitol or faith to make the jump straight to EV trucks. And oh yeah... the trucking industry is HUGE, so there is room for plenty of companies in the market without stepping on each other's toes. I had not heard of Hyliion before - thank you for exposing us to them. Your excitement is infectious and now I want to know more about them. Their technology is so perfect for the current transportation climate as the world transitions to reduced emissions within the industry. This Thomas Healy is a genius! Sorry... I know my comments are all over the place. Couldn't sleep last night so I'm a little slap happy today. GREAT work on this one brother!
Hahah I know that feeling well! Glad you enjoyed this one brotha...they got me excited too! Healy is the man so far
OoOooOoO love it! That’s awesome how existing trucks can have this! I’m all about sustainability so I think this is a good thing. Tesla, Nikolai, Hylion... I mean they all want the same thing, which is to better the environment 💚
Nikolai Lolol - Nikola 😉. And yeah that’s what’s up!
Electrified lol oooppppss
As a Retired Engineer with GE I can say from a professional perspective that adding in a bank of Supercapacitors / Ultracapacitors in parallel with the battery pack will significantly increase both the power and the range of this company's Hybrid and Hyper Truck solutions. Though adding in a bank of Supercapacitors / Ultracapacitors to electric cars is a challenge due to the space limitations, the much larger size of truck tractor chassis makes them much more suitable for adding in these power-boosting and range-extending components.
I got 120 shares. It IS refreshing to see a company that is not all hype.
As an Extremely Happy and Very Proud Owner of a rare 2014 Cadillac ELR - Cadillac's first Hybrid Electric car (only 2,200 were made) - I am a Firm Believer in Electric Drive with an onboard range-extending fuel-powered backup electric power generator system that can be very quickly refueled on the go, thus eliminating the need for spending hours at recharging stations - a Perfect Concept whose Time is NOW for the Trucking Industry. NOW is the TIME to Buy Stock in this Company! - Stock Symbol: HYLN
I've read a few comments here where some say they have bought shares of Hyliion. The problem I see is that this is not a publicly traded company(yet!). So I'm assuming they brought Tortoise (SHLL). Once the merger is complete the symbol will change from SHLL to HYLN. If I'm wrong please let me know. I agree with you this is the future of trucking and one that I believe will lead the way in the transportation sector. (Not including Tesla here) I appreciate all you are doing for this channel. Look forward to future content.
You are correct Mike! I am considering a video on the IPO how that will change with warrants and such but yes it will go from SHLL to HYLN. Happy to have you on board!
Question: Does Hyliion drivetrain warranty nullify manufacturer warranty?
I think it is a great alternative for smaller independent truck operators that can't afford a new truck yet need to comply with new standards or that want more miles per gallon.
It’s definitely a great option even for established fleets not wanting a complete overhaul!
This was a very well done video. Much appreciated.
When the Hydrogen Fuel Cell market develops Hyliion has plans to expand to that as well going forward. This is from their June 2020 presentation-
Hyliion plans to deliver a hydrogen fuel cell solution to fleets when the hydrogen fueling market develops
●Hyliion is in advanced discussions with Faurecia and Symbioto collaborate on hydrogen fuel cell solutions
●Hyliion has partnered with a Texas-based fleet customer for initial deploymentZERO-EMISSION EV DRIVEThe Hypertruckpowertrain offersthe ability for pure electric vehicle(EV)drive with zero tailpipe emissions
Will probably be a few years away but good to know it's on their radar
Great video, really well put together and explained, thanks. I suppose my question is, over the next 10 to 15 years when ICE production will be significantly reduced and these retro-fitted hyliion trucks are decommissioned, what does hyliion do at that point. I think what they're doing is great, so this is a genuine question about what happens 10 years down the line. EV's will no doubt have made significant efficiency Improvements during that time and possibly put lore pressure on Hyliion at that point. Hope this is making sense as I'm not sure if it's been explained clearly. Thanks.
Great question
Thank you for the great overview. I have to admit, I didn't know anything about Hyliion and your video has definitely caught my interest!
Glad to hear that Dominic!
Great video, please give us more on this interesting company!!!
I definitely plan to keep tabs on new developments 😊 - thanks Kevin!
Fisker merge - September/ hyiilon merge- September/ sunrun merge - September/ (rivian merge?) double up each merge - keep on your watchlist wirecard, powercell sweden, nel asa, nio, carnival, plug power, ballard power,/ clean energy stocks- wind water sun - keep in mind
Thanks for sharing Oliver!
N2T 👍🏻
I know you said not to but...this is a Nikola killer. But that's just because Nikola is dead already. I do, however think this make so much more sense than hydrogen. Great video, thanks.
Hahaha my pleasure John!
They don’t make trucks now with their product install but this is in plan for future possible some point 2021.
Even the ERX for 2021 is just a powertrain
The very reason they don't make entire trucks is a massive plus to me. If a company can refit their existing fleet with a new powertrain that is actually better performing than a Tesla semi (in terms of range) instead of replacing it's a straight up no brainer.
Did everybody catch that , Thomas Healy has a dual degree in mechanical engineering , maybe not a rocket scientist but a very practical approach to
taking existing technology and adding some more innovation and development to come up with a practical solution to give trucks longer range more
power and faster acceleration and the ability to increase the payload which is very important in the trucking industry and with cheaper fuel cost and less
maintainence cost , another feature I like is being able to use the battery pack for downtime like sleeping , no more having to keep the engine running and
another big plus , having no debt going forward for the company , I can imagine Hyliion is going to need to hire a lot of people in the months and years to
follow , I don't think Ark Invest has bought into Hyliion and thats probably because they don't think Hyliion is what they consider disruptive technology , way
to practical. I currently own 226 shares with plans of buying more.
Great video. Was researching hyliion and watched this. Thank you and keep up the good work...
You got it my friend, thanks for watching!
Have been following Thomas for some time....as an investor in disruptive companies...my current rating of #1 makes this video relevant...my congrats on your in depth research and easy to follow analisis, is professional and sets a new standard for most of the other so called info videos!...Would be interested if you can research and present a video on disruptive companies that are doing the same idea but with ICE automobiles....Look forward to your next presentation....
Once again you have done another great video. Your research is very complete and you presented as clear as you possibly can. I don't know if my mentioning this company in one of my comments that has become very controversial was an inspirational for you to look into this company or you had known about it. But thanks for keep doing fantastic work to inspired others to invest for our better future. I'm sure soon you will make videos of the others companies that are future Disrupters. Look forward in seeing them. All your points expressed here was like I had written them for you. In other words we share the same ideas. Thank you!
Thank you for the feedback, happy to hear you enjoyed it!
I did thanks, keep growing your success 👍
I noticed in the video that they replaced the whole axle assembly. The diesel engines are governed at somewhere below 3000 RPM max, which is much lower than an electric motor likes to run. So the differentials of the new axles are geared to let the electric motor rev much higher. Some enterprising company should figure out how to rebuild the original axles to make them motor friendly. Just an idea...
Very cool info man. Appreciate the heads up. Will do some more research also. Thanks again for your time.
My pleasure Kevin! Keep me posted with what you find 😊
Incredible presentation. 👍 I think you sold me on Hyllion. The CEO and Hyliion seem to have a bright future.
Thank you! I think so too :)
Nice review mate!! Please keep us all up-to date with all the latest news!
You got it brotha!
This is a 10x company for sure! They have partnered with Swift Transportation one of the largest Trucking companies in the nation amongst many other companies. I'm all in on this! Great opportunity and great video!😀👍💸💸💸💸💸
I’m with you my friend! Thank you for watching and sharing some + feedback 👊🏻
Agreed this will definately reach £65 within a few months at this rate
I'd be careful saying anything is definite 10x company in this market.
@@BrokeManFinance No worries my friend. There's always something happening in the markets. They will continue to rise. Turn off the news and stop listening to the talking heads. You have to be a man amongst men.👍💸💸💸💸💸
@@AllAmericanDreamChaser haha, not sure what all that means, but ok, I'm listening to no one but my own research, and people are claiming that Hyliion is flat out lying about their emissions and green claims. However, I don't know enough about it to argue for or against, so my rule is I don't invest if I can't. My personal opinion is everyone is trying to find the next Tesla to get in early on. I just don't believe this company is it. But in all sincerity, I hope it does goes 10x, and you make a lot of money from it. I just hope people are doing their own research and not getting FOMO. All the best my friend.
Oh you just bought it, know you will be audited every year onwards.
Why Ark Invest hasn’t bought any shares is the real question? They invest in disruptive companies.
I personally invested 30k into this company and will add another 10k before merger. This company is no hype just like you said
Agreed...Thomas is all business! Love the move
Building power train Is smart - makes a lot of sense ! Cuts the operation cost of building and brand new truck from scratch- i wish they had this platform for for small pick up trucks - I would be one of the first to covert mine to full electric
I don't think Nikola can succeed because H2 is expensive. But Hyliion's business model seems really solid.
1) cheap $40K retrofit
2) Huge market to disrupt
3) Best TCO
4) low risk of execution
5) already works in practice - actual units in real-world routes
I think Hyliion and Tesla will disrupt diesel trucks.
I think so too!
I am a big fan and investor of tesla , however I think you right, and more electric truck companies are welcome in the market. I will consider invest in this company.
As Musk said: Monopoly is wrong.
Also I got a simple question. I know you are not a financial advisor but if I buy SHLL stock, what happen when they merge and change the name? I lose my stocks? or just update the ticker symbol?
thanks for the video.
Good question. I’m going to create a community post when the details for the IPO are available!
Here’s your answer: If you invested in the stock, then you’ll be able to vote on the merger that will occur at the end of the Q3. You’ll be receiving a proxy by Tortoise of your voting rights of the merger and the date of the merger.
After the merger, you will not lose your stocks, but they will only change the ticket symbol to Hyllion. I would go long term with this company.
bought 50 shares @16 last week plan on buying more !!!
Nice move! Good luck!
A good one! Thumbs up and another subscription..! The only thing is that I happened to buy it at 32 before the recent pull back where it came to 26/27.
Thank you! Happy to have you as part of the community 😊. Hind sight is always 2020. A few years from now it won’t matter too much!
I think the only real negative to investing today in SHLL is if the merger doesnt happen shares will go down to 10 bucks. That's the risk with investing in ( SHLL) which if the merger happens then each share of SHLL will turn into a share of hyliion in your brokerage account after the merger. I'm definitely bullish when it comes to hyliion and their management. This company will thrive especially if the merger happens.
Hey Ben, I see no reason to believe the merger won't happen
the thing with nikola is that hydrogen is more prone to explosion than natural gas, that is one of the reasons wjy hydrogen fueling stations are not so common as natural gas stations...
THIS is an awesome idea. I do NOT see any competition between Tesla and Hyliion. The results are the same, but the methods very diverse. Buy a Tesla Semi and sell the ICE Semi to someone who will convert the "old" unit as a cost effective ELECTRIC money maker. PUMPED...
Me too!
So Hyliion adds 30% for their power train, CATL adds 30% for their batteries. Is any semi using their own power train and batteries ?
TSLA is the closest
Have you checked their R/CNG price per gallon assumptions for the ERX : "Hypertruck ERX assumes $0.068/kWh and R/CNG at $1.00/gallon" Have you seen the current price for CNG ?
Fantastic news, very good research, subbed today. Any idea if when they will IP? Keep us updated! 🙌👍
Thank you Ian! Welcome to the community, happy to have you 😊 - IPO set for end of September sometime, only way to invest right now is in the SPAC company SHLL
@@DillonLoomis22 awesome, just caught that at the tail end of your video 👍
And do you know if I buy one of those stocks that they will then merge into the new ticker symbol? I'm still a bit confused about stocks going public and merger stuff 🤔
Concerned that it still has an engine with all it's moving parts that will still need maintenance. It's an interim solution before cheaper, lighter, faster charging batteries become available. Remember the Tesla will also come with bullet proofish glass and the Nikola truck, invisible as it is, will be able to go through toll stations without being seen.
For sure! The Hypertruck ERX should be the market disruptor
Yes, Hyllion is just like a Prius. These are bridge technologies until battery tech catches up. So it helps companies that have bought Peterbuilts and can just put out 50,000 and make the truck a hybrid. When the Peterbuilt gets old they will replace it with a Tesla Semi, so unless they make a complete EV truck they wont be around in under 10 years.
Excellent Presentation! Well-Done!
Big question: so should we also invest in DANA since they are the drivetrain makers? 🤔
Would have to research them first!
Well done Dylon. Your best episode yet. I look forward to more in depths on Hyliion. I'm excited for the huge impact they'll have on sustainability and the planet reaching Green status. It would also be cool to see projected total cost of ownership in 2025 of Hypertruck ERX compared to Tesla Semi with Autonomous driving. Either entire fleet or with only the lead truck piloted by a human. Keep Rockin' it!!
Thank you Emmett, appreciate the encouragement! I will keep those thougths in mind :)
Thank you for this cover! I’d love to watch a follow up
Thanks for the feedback Daniel, I will keep that in mind :)
Thanks for putting a quick and insightful spot light on this. Now with that being said. I'm waiting for your 45 minute version :D
Thanks for the feedback Eric!
Worth keeping an eye on - thanks - great video
Certainly. Thanks Martin!
In 2022: 4,100 hybrid units at $29K/unit = $118m plus 2,500 ERX units at $220K = $550m for a total of $668m of revenue vs $344m shown on the revenue projections slide. Why is there a delta of $324m? Discounts / deals at aprrox 50% of total revenue can't be right...
We should learn more in Sep
I like the Hypertruck ERX because it is a full hybrid with a generator that burns natural gas. I think they are a mighty small company to produce such a truck. I wish them the best.
Remember, not actually producing a truck - just the powertrains!
It will probably be heading towards 17$, and before it rises to at least 40$, when we get the final date for the merger. Cuz this stock has a lot of growth potential, I bet it will hit over 60$ within the end of 2020
You may be right!
They need to get their power train fit for regular cars and trucks! There's a station right by my house! Excited for this company and their potential. Thanks for the video
Thank you for this well thought out video!! You just confirmed to go long on this stock! Bought it at $17.66
I am stoked about Hyliion. I am investing a lot into it
That's awesome Stacy! Best of luck!
It's actually symbiotic with Tesla. This platform stands to benefit from cheap electricity from truckstops at night to lower fuel costs, plus an extra 3-8% reduction in fuel costs from 5000 free watts of trailer roof solar at 150 watts a square meter for 38 meter on 53'x8'. All the electric infrastructure at truckstops to support this infrastructure also will aid Tesla.
Good point Luke!
Thanks a lot Dylan keep us posted. Please cover the IPO. thanks
You got it Shoni, thanks for watching!
Awesome Job!! Long Term with Tesla ,Nkl&Hyliion.. I"m a big fan of all 3 sitting on my portafolio.
Love it, best of luck brother!
Best video so far keep it up! I bought in at $17 Its only a matter of time before big players like FedEx ups have their fleet converted to save money in the long run.
save money instantly brah. They come in and fit them, and they save more money a month then they have to pay them a month. Its win win for everyone
I'm with you! Thanks for the + feedback :)
What people hear: They do not make trucks they make power trains. What I hear: Then there must be potential to make trucks based off this power train. Large potential growth of the company in that sector IF they choose to go that way. Im excited for HYLL
Any class 8 truck can be retrofit with their powertrains!
Great video of a great company!
A HUGE advantage is that it could carry a full load, which is a deal breaker in many scenarios. (I know Nokila can as well but Hyllion is not a SNL skit)
Hyliion might be a tad optimistic about the price of renewable natural gas (fluctuates). But even if they are, every truck they can pump out will be sold on day 1 as the economics make so much sense.
Completely agree - the ease of adoption is massive and the payback period is FAST relative to other options
The ERX is a full fledged electric truck Hyliion will have in production by the end of 2021.
Powertrain
I used HSBC banks trading service to buy Tesla stock, but when I enter the SHLL code, it doesn't find it. Do shell companies get treated differently for normal stocks or are these stocks not available to individuals at the moment anywhere?
The Tesla approach to class 8 trucks will prove to be the most cost-effective approach; this means build battery powered only from bottom up. Hybrid is too complex, too much of a hodgepodge, and, too much maintenance. Hydrogen is too expensive. Natural gas can be used to generate electricity at the power plants more efficient and less pollution. Also, be sure you know in detail of the Elizabeth Homes case before you buy into any new startups.
I wouldn't argue any of those points lol
I see two bearish divergence signals with RSI and MACD. What do you think?
Not sold on this one but I think they're a better pick than Nikola. Now people are saying that Hyliion's "green" claims are completely bogus. I don't know enough about it to argue for or against, I would just be careful.
Always should be careful when it comes to investing!
@@DillonLoomis22 100%
Great video. Looking forward to hearing more as more info about the merger becomes available.
You got it Diana thanks for watching!
The problem is more weight less cargo, factory warranty will be voided?
Fantastic! I'm in.
Really like this company!
Hyliion will have no dept and is already a working product. When the merger happens it will be expensive to invest in them.
Yes they will be!
I got 400 shares at 16.50
Thoughts on the recent downgrade from Goldman? I wasnt invested but the recent news and current share price do peak my interest.
Great video. So what I don't quite understand is that you can't buy HYLN but you can by SHLL. So why wouldn't you buy SHLL which I guess will become HYLN? Why do you have to wait for IPO announcement? (Is this a done deal?).....
Is it true that truck manufacturers withdraw their warranty if the original drivetrain is replaced ?
Great video. This company do look interesting. I have to say I subscribed to you early but then unsubscribed because it was the same news. But recently re-subscribed because you are doing an awesome job of being different news with a different angle. Thanks!
Hey Kris, thanks for the feedback! Happy to have you back as part of the community. Please keep me honest if you feel I'm being too repetitive!
that's a really good business model. for now. though, it also means they have fundamentally limited market. as the world is moving toward EV, no new oil trucks will be bought and they will eventually run out of trucks to convert. it'll be at least 20 years away so they've got time to come up with new stuff.
I like it too
truck factories may sell for pennies on the dollar
Texas proud great video ! Thank You......
My pleasure, thanks for watching!
So if it’s possible to retrofit trucks, can’t regular cars be retrofitted as well? I know there are niche markets out there where shops turn cars into electric using Tesla tech, but the costs are still not affordable for the regular joe.
Hey Robert, theoretically yes but HYLN won't be developing these systems for passenger vehicles. Not yet at least
Interesting video. I appreciate that you clearly understand multiple tech solutions for the market and reasons for this.
Also of note: gas (natural gas) is not renewable. It's primarily methane which has known significant leakage and a significant impact on warming, close to that of CO2 produced when burned. It is far cheaper to mine / pump than create from CO2.
If they pursue hydrogen they will need to get the pumping stations cheap and repressurizing faster than an hour per vehicle.
Great idea had our own semi trucks have been telling others to retro fit trucks. Heavy equip can be rebuilt and hold their value not like cars. Would like to supply green hydrogen @ 4 Cdn yes we have tech in Cdn now. Are they using the Ballard fuel cell form Cdn?
Great question! We will learn more this fall
I was just thinking about this, with all the new electric trucks rolling out this year 2021. Who is behind all these electric retrofit motors? I know Meritor got something going on and Dana. Just discovered Hyliion. Thanks for the videos.
This works well for adding to the semis but teslas big thing is the auto driving systems and in house structures.
1st time I ever heard of Hyli who!! Thx so much for your great explaination..will follow from now on...
Glad you enjoyed it! Welcome to the community :)
How much does it cost to retrofit a truck? How many have they done? What is the average age of the truck that they retrofit?
They've done 20+ with their hybrid system from what I can deduce
No dude, you initial statement is wrong. They do retrofit existing trucks. But they will be selling their own stand alone truck, the ERX next year. That is the direct competitor to the Tesla and Nikola trucks
Lol my man, they do not. The ERX is also just a powertrain. If it is an actual truck, please show me where they will make them
Renewable natural gas might be cheap now, but will it remain that way when an increasing number of trucks start using it? The supply is limited by the number of landfills and such producing it. How do we know truck operators with the Hyliion technology will continue to use the renewable gas regardless of how expensive it becomes? They can easily switch to fossil natural gas at any time and nobody would know.
Fair point!
Wow. Where's the catch?
Haven’t found a legit one yet...
Great video, I had no idea a company like this even exists very exciting.
Thanks Josh! Glad you enjoyed it :)
It's easy to get excited about such a bright and novel concept. I need more torque in my trading life. I hope Musk can make room for Healy more than Edison made room for Nik.
I lost big money betting on this dog of a stock. SPAC ran up to $50 but then tanked below the SPAC release price of $10 where it has languished for several years now. What a dog.
OK. I still don't much like Hydrogen as a _'clean'_ fuel source. I also don' t like using Natural Gas _(Methane)_ gleaned from petroleum fossil fuels as a source for the Hydrogen. But the honesty of not building trucks, but retrofitting existing ICE powered vehicles to make them _CLEANer_ works for me. The mantra I learned the Summer before I began third grade, forty-five years ago, was Reduce, Reuse, Recycle. Finding a cleaner greener smarter use for existing Class 8 trucks fulfills the _'Reuse'_ edict appropriately. So I like it.
It is very helpful also, that Hyliion doesn't go overboard with the rhetoric, decrying the functionality of Battery Electric trucks, as NIKOLA did. And without maintaining an ICE as chose to do as part of the drivetrain. I like that Hyliion admits their HFCEV conversions use batteries, unlike NIKOLA. Batteries are necessary for the operation of HFCEVs. It is very disingenuous to act as if they aren't needed, and all motivation comes from the Hydrogen Fuel Cell stack alone.
RRR! Great insight here my friend, thank you for sharing
@@DillonLoomis22 -- Oops! I skipped part of my prior post! It should have read...
*_"And without maintaining an ICE as WRIGHTSPEED (from Tesla's former co-founder, Ian Wright) chose to do as part of the drivetrain."_*
Sorry for the omission. Hope the sentence makes more sense now! Take care!
nothing is stopping the current gas powered truck manufactures buying licensing to manufacture with Hyliion technology. I'm betting on Hyliion.
Hi
Thank you so much for the info. I value your opinion so I am supper happy about my investment in Hyllion. I got in as soon as they came out as I was totally in love with the retro fitting idea! Such a good value for money and it allows business that want to go green to do so without investing hugely and replacing the whole fleet.
I will just trim my position a bit at the merger peak ( sorry Hyliion) to invest in charger point. Will add more Hyllion during the year when the price settles .feeling pretty proud of myself as only started investing 4 months ish ago!
Also Thomas is such a cute baby face, just want to squeeze his cheeks 😁
Bought HYLN for 18.33 couple days ago..
To be clear: just because Renewable NG can be carbon negative "in accounting", adding another of those trucks in practice still increases the use of fossil NG.
TLDR; it's a fossil NG truck drivetrain. More efficient, yes, still fossil fuels.
RNG is not a fossil fuel, it's renewable hence the R. Watch my most recent HYLN video I explain it
You should watch jmac investing interview to thomas healy.
I did! Loved it