Best Q&A I've seen yet. One thing I'd like to ask is, in comparison to the new NG engine Cummins plans to come out with, how much more NG fuel would that use in comparison to the NG generator onboard the Hypertruck? I think if it's significantly more, then the Hypertruck wins hands down. Brian Johnson of Barclays earned my respect with his line of questioning, and Thomas and Sherri did quite well as always. However Mr. Johnson posed a question that I've wanted an answer to for a while now; How many Hypertrucks do you currently have rolling. Thomas kind of took the route of a politician in his answer, and didn't directly answer the question. I have a great deal of confidence in TH because I've seen him as an honest and brilliant man with a hell of a plan, but I always prefer a direct answer to a direct question. Even if it's not the answer I was hoping for. I'm left to believe we only have one Hypertruck out there rolling....
I don't understand why TH does not talk about the regen braking feature that is on the eX and the ERX versus the Cummins CNG/RNG engine trunks? Why? Doesn't he know that or that's not important? Braking system maintenance is expensive.
If this is such a great solution, I would expect some orders already from the Hypertruck Innovation Council that Hyliion has formed. Am I missing something on why it is taking so long for the new orders ???
ERX is currently in testing and validation phase. There are over 1600 units currently pre ordered for when it goes into production (most likely around 2023).
To me, the fact that there is a council means there is huge interest. All of the council members will probably be customers. If not, they’d just be helping their competition build superior trucks.
Unfortunately the timeline really is extended due to supply shortages, which is really rough on a new young company. The medium and long term still look very good, but there is no real reason for any fleet to commit to the ERX yet, not yet, and maybe not until late 2022. Both of them seem a little bit subdued because of the delays.
TH has sold many shares under the SPAC agreement for many months now. You would think by now and at this ridiculous share price under $7 that he would have no issue buying shares in the open market as soon as a blackout period ended. But no, that's not the case. The stock is under $7 and TH won't even throw $100K at it. Why? If it's potentially a $60 stock, TH and other insiders would be jumping all over it once a blackout period ended. You see insiders at other companies buy all the time. You have to ask yourself why aren't Hyliion insiders doing the same.
This is brilliant 👏🏽
Best Q&A I've seen yet. One thing I'd like to ask is, in comparison to the new NG engine Cummins plans to come out with, how much more NG fuel would that use in comparison to the NG generator onboard the Hypertruck? I think if it's significantly more, then the Hypertruck wins hands down.
Brian Johnson of Barclays earned my respect with his line of questioning, and Thomas and Sherri did quite well as always. However Mr. Johnson posed a question that I've wanted an answer to for a while now; How many Hypertrucks do you currently have rolling. Thomas kind of took the route of a politician in his answer, and didn't directly answer the question. I have a great deal of confidence in TH because I've seen him as an honest and brilliant man with a hell of a plan, but I always prefer a direct answer to a direct question. Even if it's not the answer I was hoping for. I'm left to believe we only have one Hypertruck out there rolling....
Thanks for sharing
This is phenomenal. Thank you!
Nov 18, 2021 is the video date.
I don't understand why TH does not talk about the regen braking feature that is on the eX and the ERX versus the Cummins CNG/RNG engine trunks? Why? Doesn't he know that or that's not important? Braking system maintenance is expensive.
Thanks for sharing, but please share the date the video was made.
Good idea, I'll do that next time.
If this is such a great solution, I would expect some orders already from the Hypertruck Innovation Council that Hyliion has formed. Am I missing something on why it is taking so long for the new orders ???
ERX is currently in testing and validation phase. There are over 1600 units currently pre ordered for when it goes into production (most likely around 2023).
@@AndriusRut where did you see that pre-order info and who is ordering them?
To me, the fact that there is a council means there is huge interest. All of the council members will probably be customers. If not, they’d just be helping their competition build superior trucks.
when was this?
Yesterday
Nov 18
How do you get access to that meeting? Is it ooen for the public?
Unfortunately the timeline really is extended due to supply shortages, which is really rough on a new young company. The medium and long term still look very good, but there is no real reason for any fleet to commit to the ERX yet, not yet, and maybe not until late 2022. Both of them seem a little bit subdued because of the delays.
TH has sold many shares under the SPAC agreement for many months now. You would think by now and at this ridiculous share price under $7 that he would have no issue buying shares in the open market as soon as a blackout period ended. But no, that's not the case. The stock is under $7 and TH won't even throw $100K at it. Why? If it's potentially a $60 stock, TH and other insiders would be jumping all over it once a blackout period ended. You see insiders at other companies buy all the time. You have to ask yourself why aren't Hyliion insiders doing the same.
Fair argument, but insiders can sell stock for many reasons and they do not necessarily mean bad things. But I understand your point.
Holy crap. Not even gonna get the erx into some council members hands until 2023. This stock is going to $0