As a hyliion investor I thought this video was bias and wrong in certain aspects. 1. Hyliion is not pre Rev anymore, it only posted 200k in Rev but words have power they should be used accurately. 2. The way the trucking industry works currently is OEMs make the chassis, engines, and the drivetrain is made by other companies. Fleets order trucks to fit their purposes from the OEMs they like. One of the biggest barriers to technology disruption is integration, the harder it is to integrate the less likely the disruption will happen, hyliion is navigating this barrier by working with OEMs. 3. More than 53% of natural gas comes from renewable sources... Google it. Some gas comes from fracking,, yes a small percentage does, but you failed to mention more of a percentage of hydrogen is made with NATURAL GAS! Yes some is made with electro hydrolysis but that's not cheap and requires a lot of power and were does that power come from? Hydrogen is not a power source, it's power storage, the power has to come from somewhere. If your going to ding hyliion for the particulates in the RNG then you need to do the same for whatever power source your using to make the hydrogen. 4. NIKOLA has 800 employees and a factory? Hyliion is a asset light company that's not planning to ramp in a factory that's what the OEMs are for, and in a high interest environment asset heavily is not where you wanna be Example "Apple, started asset light" "Lordstown, asset Heavy "... one of these companies had to sell their factory bc of lack of funds during ramp🤔
Hyliions model hinges upon one risky factor.... OEM integration. If any of the OEMS develop and start implementing there own zero emissions technology, (which is extremely likely) hyliion is in huge trouble.. plus they do not have a factory, they are relying on OEM peterbilt factory to install, which will make them hugely dependant on peterbilt time line, or do a laborious one install at a time in there garage warehouse which would not produce any large scale production. Nikola will be the dominant leader in the field, and hyliion will probably get a fre piece jobs here and there but will not reach any meaningful capture in the market.
@@Stargazernomadcamper That's not how trucking works, OEMs all make different parts and they bring them together to the customers specifications. Chassis, engines, drive trains , you will not find a truck out there today that has parts made all by the same OEM. My friend and I say this for real please look into how the trucking industry already works. Nikola is the one taking on the big risk trying to build a full truck on its own. That's not the way its currently done, the way hyliion is doing it is how it's currently done. Hyliion is asset light like most OEMs in trucking Nikola is asset heavy which will make ramping up hard.... don't take my word for it research asset light startups.. especially in a high inflation environment... please before you get too heavy into it look this stuff up.
1. That's correct but just like Nikola's $90k in 2020, wall street considers than unsubstantial revenue 2. Working with OEMs doesn't really add value to the income statement unless you make a revolutionary discovery. And neither does it guarantee speed to market, as seen by Nikola already delivering battery trucks 3. I literally googled the answer in the video. With rising oil prices green hydrogen is actually cheaper than NG hydrogen and since the CAPEX is expected to half by 2025, its gonna become permanently cheaper. Natural gas has no such cost reduction trajectory, not to mention the constant emissions from using NG generators 4. Apple sells consumer electronics, Nikola/Hyzon sell heavy duty trucks - its like comparing peaches to watermelon's. EV startups need high asset allocation to get to market faster, develop an edge and gain user data - all of which Nikola and Hyzon are already 2 years ahead of Hyliion in doing. Higher employee count signals a clear plan of execution, something Lordstown didn't have because they were spun-out from another defunct EV startup
@@visceral_investing 1. Working with OEMs does ad value especially shareholder value when your asset light. Google asset light production models, and the tech needs to be disruptive which is what the whole EV sector is. Nikola has delivered prototypes not full production models there's a big difference between the two, Google why didTesla almost went bankrupt. 2. You mentioned green hydrogen, the majority of hydrogen produced is not green, it's made by using natural gas steam or electro hydrolysis which releases C02 and Nitrogen emissions. Google how is most hydrogen produced. Apple is a teach company just like Tesla and hyliion due to their cloud service and active real time updates. It's not like peaches and watermelon it's more like software and software. Google Volo EV software issues... this is the hurdle most OEMs like Volo and GM face with their EVs and why they are so far behind. Nikola and Hyzion are asset heavily, which struggles in a high inflation environment, hence your share dilution, Google being asset heavy in high inflation. Higher employee count doesn't mean anything in the asset light model bc they only need enough to facilitate their core product, they dont need a massive amount of assembly line works. Lordstown ran out of money when they tried to ramp, bc they were asset heavy as a startup, which an extremely hard thing to do , which is why the modern business structure are moving in an asset light direction... but dont take my word for it Google it..
So if an asset light model is better - why is Hyliion pushing production all the way to the end of 2023? By that time, both electric and fuel cell trucks will be in production by Nikola. Getting to market faster was the whole point of Hyliion afaik
@Visceral Ace Agreed although it is still part of their product line. By the way, they are actually installing the Hybrid eX at a loss right now because they can't use the magic of economies of scale due to low demand. It is in their 10-K. Could be because fleets are waiting for the ERX, or not.
@@visceral_investing hyliion has a ton of trucks in customer hands the EX is operating as we speak look up Detmar logistics look up Wegmans with over 1mil miles driven and data stored, just to start... how many truck does Nikola have out in fleets hands? You obviously don't know much about hyliion, which is cool you know Nikola, but this is why you shouldn't be putting out comments about it bc you are not well versed on even the biggest details of the company. Oh and hyliion has 2k pre-orders a 15sec google check would have told you that smh
As of March 2023, Hyliion is collaborating with Hyzon. The companies are said to combine Hyzon's fuel cell technology and Hyliion's electric powertrain solution into a prototype vehicle. Both companies appear to be focused on Class 8, long-haul sector. This partnership will theoretically give Hyzon more exposure to the US markets.
Incorrect. Healy in his interview with jmac said they "are working on it".... they are far from having a hydrogen agnostic drive train at this point. Healy did admit hydrogen is the future. Nikola will be so much farther ahead on hydrogen tech, capability and infrastructure that hyliion will not stand a chance.
@@danieldeblasio9368 How can you say they are far from an Agnostic generator? I smell uninformed speculation smells a lot like BS. Hydrogen will happen no time soon, there are what 5 station not including ports in the country? Yeah good luck on that lol that hydrogen truck can't be without an infrastructure that's why Thomas said future. Till Nikola can make a truck that can go cross country and back they will be restricted to ports. Oh yeah their not making an agnostic drive train its an agnostic generator FYI.
@@xcaliber1787 Natural gas pipelines can be converted into hydrogen pipelines easy. The decision makers are moving forward with hydrogen because natural gas is limited. Hydrogen can expand the energy supply whereas natural gas is one dimensional.
The trucks "delivered" by Nikola so far are on Nikola's books as test units per their CFO. This means that to date there have been no real sales of the TRE BEV.
Hyliion is the solution the natural gas infrastructure is already here in the US the range is 1200 miles the on board battery recharges in about 8 minutes how much better can it get
As a Hyliion investor I thought this video was going to be very bias but it actually wasnt. I would like to add though that Hyliion is working on not only a hydrogen fuel cell generator that will power the batteries when infrastructure is built out but they are also working on a fuel agnostic generator in the meantime that can be powered by both natural gas and fuel cell. (You showed the screen of this around 9:30 of the video but didnt make a mention of it)
Hyliion realized the future is hydrogen, nikola is so much farther ahead on tech and R&D than hyliion.... not even to mention it will almost be 2 years before hyliion is even producing there product ar any meaningful scale for a CNG generator. By that time nikola will be producing 20,000 FCEVs a year. Hyliion sadly stands no chance and unfortunately missed there window. The tech is moving so fast in this industry and hyliion will be left behind.
@@Stargazernomadcamper lmao 🤣 😂 what?! What tech are you referring too that they are so far ahead on? Where the heck are going to find a place to fill these trucks in two 2yrs time? Best case senerio 10years to build out a hydrogen network and when that happens hyliion has a fuel Agnostic generator which will still require less hydrogen then the Nikola model which equals a higher return on the bottom line.
@@xcaliber1787 You do realize Nikola is partnered with TC Energy. TC Energy owns the XL Keystone pipeline. Nikola is also partnered with TA Truckstop. They already have a hydrogen station in California.
@@Stargazernomadcamper HYLN will be scaling production in 2024. NKLA investor presentation mentioned 5,000 FCEV in 2024 (And this was before the chip shortage and delays so it is now much less if any). Also the only change HYLN would need to change is the on board generator. Everything else will stay the same so I think you are overestimating how far behind HYLN is if at all!
Love the video, but we need talk about Nikola cash flow and if they need to raise cash by dilution or if they can find another way to raise cash. Government perhaps?
Nikola quoted that they will lose $180,00 on each BEV sold this year even with a sale price of $300,000. In their prospectus they called this a negative margin of 60%. I don't think you can call this "revenue".
@@visceral_investing Nikola's CFO also stated that they were afraid to increase their volumes because they would incur heavier losses. Must be nice to have it both ways. "We want to increase volumes to become profitable but we can't afford to build volumes because we will lose too much money." The hidden issue is that Iveco is delivering 100% of the rolling chassis components (minus batteries and inverters) and the agreed price is much too high for Nikola to have a competitive product. Something new for you? There is no Nikola 2! No cab, no chassis. Iveco doesn't currently make a conventional cab so it is hard to imagine Nikola pulling one out of thin air in the next 24 months. It is also supposed to be a sleeper cab but there are no signs of this product anywhere. Are you going to delete this thread once you read it? Or can you handle the criticism and provide a meaningful dialogue?
@@visceral_investing You can listen to his comments on their recent quarterly report that is available online. His comments during the question and answer period are the most interesting. This is the same report that you used as your source document in your presentation. His comments are quite clear in their meaning. Regards
Yes, that's the whole point of the video - I do my research before I buy my stocks, not the other way around. If starting production 2 years after Nikola or Hyzon is considered successful, then I guess Hyliion is successful 💀
A little surprised he hybrid setup that Hyllion has is what we have not yet seen more of yet. This solution seems to make more sense for long haul and heavy equipment, yes they still have emissions but it could be reduced greatly until we are able to have better technology.
To qualify as "competition" you have to actually follow your timeline and not delay your trucks by 5 years. Nikola's put more trucks in the hands of customers than Tesla and Tesla announced their truck in 2017 lmao
@@visceral_investing I could have sworn shills were saying Nikola was an energy company, not a trucking company. Now its a truck company? Their real goal was to profit off electric trucks so they can fund their extremely ambitious H2 stations. But reality is diluting shares seems like the only solution of income. I have not seen one sell of their Tre. Maybe you can share the amount of trucks that were bought in 2021.
Nikola vs Hyzon vs Hyliion: Which EV Truck Stock is the Best? …5 months later. That would be a nice video to see. No pressure. Haha. Good video, VA. It’s aging well.
This space is not competitive at this point every maker who can provide a decent solution they will sell 4 times what they can actually deliver for years to come.
Fundamentals definitely matter but in growth stocks the game is much different. I will use tesla as an example. The weren't profitable in the beginning and shorts killed them in the beginning. They then became profitable and the shorts got killed. Most growth companies are like this. Revenue does not matter in the beginning. You never know who is going to win the game. Careful out there.
hyzn shares have more oppotunities for investors, only because every tiny private investor is now talking about NKLA. When everybody is also talking about HYZN, then it is time to sell.
the US market is highly political, that is the reason why hyzon is currently focused on EU (and China). Its future in US perhaps depends on the decisions of New York. And there is another point, deserves special attention, the technical performance of Tesla Semi is better than Nikola's bev truck, and the performance of Hyzon's Fcev truck is better than Nikola's fcev truck.
Most comments center around who will win and who will lose. The market is so large I believe they will all carve out a niche. And investors and end users have different goals and objectives for their solution.
@@saltydogg The cost of the batteries keeps getting cheaper. Hydrogen will always be expensive. Takes too much energy to make and too much energy to compress.
@@donm2255 sorry, the cost of batteries are already starting to rise, since a few months ago. Because materials are scarce, and there will be a battery supply chain crisis in one or two years, as demand increases much faster than supply increases.
@@visceral_investing Not to mass produce it which is what you would have to do. Its cheaper to make a gallon, maybe, but is it cheaper to make enough to put through a pipeline... no bc you would have to build out a mass refinery to do so.
@@visceral_investing I've research all of my companies for long term purposes. You do remember when Nikola lied about their product?. When it rolled down the hill? Yeah I can't trust that company but it's all just an opinion.
Nikola Corporation lied about nothing, otherwise the 1-yr long DOJ investigation would have resulted in a dissolving of the company. Instead, they found the former CEO lied about Nikola through his social media, hence why he got indicted for fraud :) Sometimes you need to think outside of media headlines to understand the situation - they didn't even have a product on 2020 so what would they even lie about lmao
@@visceral_investing the CTO and executive team was in on the Nikola fraud with Trevor. They don't have a product and used retail to keep themselves alive.
Hmmm..you forgot to mention that Hyliion will be able to operate on hydrogen once the infrastructure is built, hmmmm..that’s a kind of important detail worth mentioning.
Comparing Hyllion to Hyzon or Nikola is comparing apples and oranges. Hyllion should be compared to Cummins, Detroit or a Cat. They make DRIVETRAINS not trucks.
All three are good stocks, Nikola is the most undervalued (because of the fraud case against the founder)... The fake truck saga is still hurting the stock price...But all three are stocks you need to own, They will either become massive brands or they will be bought out by Auto company's
I see nikola and Hyzon with more revenue in the short term. They unfortunately will fail because the public will figure out hydrogen bombs driving all over the place isn’t worth dying over, or company’s can’t afford the hydrogen. The people and trucking companies will wake up and see the unicorn company Hyliion. Hyliion airs will be made. Life goes on and nickolas 800 employees will move to Texas to help Thomas scale for the next big thing. Don’t get mad I just call it as I see it. Unfortunately I have been wrong before, but I’m usually right. Ask my wife 🤓 lol.
@@visceral_investing I’m thinking RNG should be top priority right now. It’s just logical to use cow poop. Why not, scientists say co2 from cow poop is causing climate change. Why not burn that poop in a truck instead of diesel. Hyliion can use hydrogen fuel cell in there systems but they are not wasting time and money on that right now. I honestly don’t think hydrogen is gonna work. I don’t want to buy gas at these prices now. I don’t think truckers want to pay 4 times more for hydrogen when they can use cow poop products for way way cheaper.
@@DebtPRZ I don’t see why not. They have the trucks they have the infrastructure. You can actually order their trucks right now. Nikola doesn’t even have a truck to sell right now. Neither does Tesla.
@@deluexemusic9172 DT is underrated af Bharat Benz subsidiary in India,#1 truck company with autonomous driving,Hydrogen story,a lot of cash you have still 100percent potential..till 800percent with Hype
@@mrboags Volvo is good and alot better than Hyped Green Energy Trucks, Volvo is #2 in Europes Trucksector but DT is cheaper than Volvo and #1 ,alot things because iam for Daimler Truck :)
@@DjangoCeccarelli Volvo is the only truck that the cab is strong enough to hold its own weight 20,000lbs and not crush the cab in a rollover event. I only know this because I have driven Volvo's for years. I love all Trucks but Volvo should not be left out. They are definitely in the top 5 👍
@@visceral_investing I mean they were fined 125 million by the SEC. "defrauded investors by misleading them about its products, technical advancements, and commercial prospects." Verbatim from the SEC.
As a hyliion investor I thought this video was bias and wrong in certain aspects.
1. Hyliion is not pre Rev anymore, it only posted 200k in Rev but words have power they should be used accurately.
2. The way the trucking industry works currently is OEMs make the chassis, engines, and the drivetrain is made by other companies. Fleets order trucks to fit their purposes from the OEMs they like. One of the biggest barriers to technology disruption is integration, the harder it is to integrate the less likely the disruption will happen, hyliion is navigating this barrier by working with OEMs.
3. More than 53% of natural gas comes from renewable sources... Google it. Some gas comes from fracking,, yes a small percentage does, but you failed to mention more of a percentage of hydrogen is made with NATURAL GAS! Yes some is made with electro hydrolysis but that's not cheap and requires a lot of power and were does that power come from? Hydrogen is not a power source, it's power storage, the power has to come from somewhere. If your going to ding hyliion for the particulates in the RNG then you need to do the same for whatever power source your using to make the hydrogen.
4. NIKOLA has 800 employees and a factory? Hyliion is a asset light company that's not planning to ramp in a factory that's what the OEMs are for, and in a high interest environment asset heavily is not where you wanna be Example "Apple, started asset light" "Lordstown, asset Heavy "... one of these companies had to sell their factory bc of lack of funds during ramp🤔
Hyliions model hinges upon one risky factor.... OEM integration. If any of the OEMS develop and start implementing there own zero emissions technology, (which is extremely likely) hyliion is in huge trouble.. plus they do not have a factory, they are relying on OEM peterbilt factory to install, which will make them hugely dependant on peterbilt time line, or do a laborious one install at a time in there garage warehouse which would not produce any large scale production. Nikola will be the dominant leader in the field, and hyliion will probably get a fre piece jobs here and there but will not reach any meaningful capture in the market.
@@Stargazernomadcamper That's not how trucking works, OEMs all make different parts and they bring them together to the customers specifications. Chassis, engines, drive trains , you will not find a truck out there today that has parts made all by the same OEM. My friend and I say this for real please look into how the trucking industry already works. Nikola is the one taking on the big risk trying to build a full truck on its own. That's not the way its currently done, the way hyliion is doing it is how it's currently done. Hyliion is asset light like most OEMs in trucking Nikola is asset heavy which will make ramping up hard.... don't take my word for it research asset light startups.. especially in a high inflation environment... please before you get too heavy into it look this stuff up.
1. That's correct but just like Nikola's $90k in 2020, wall street considers than unsubstantial revenue
2. Working with OEMs doesn't really add value to the income statement unless you make a revolutionary discovery. And neither does it guarantee speed to market, as seen by Nikola already delivering battery trucks
3. I literally googled the answer in the video. With rising oil prices green hydrogen is actually cheaper than NG hydrogen and since the CAPEX is expected to half by 2025, its gonna become permanently cheaper. Natural gas has no such cost reduction trajectory, not to mention the constant emissions from using NG generators
4. Apple sells consumer electronics, Nikola/Hyzon sell heavy duty trucks - its like comparing peaches to watermelon's. EV startups need high asset allocation to get to market faster, develop an edge and gain user data - all of which Nikola and Hyzon are already 2 years ahead of Hyliion in doing. Higher employee count signals a clear plan of execution, something Lordstown didn't have because they were spun-out from another defunct EV startup
@@visceral_investing 1. Working with OEMs does ad value especially shareholder value when your asset light. Google asset light production models, and the tech needs to be disruptive which is what the whole EV sector is. Nikola has delivered prototypes not full production models there's a big difference between the two, Google why didTesla almost went bankrupt.
2. You mentioned green hydrogen, the majority of hydrogen produced is not green, it's made by using natural gas steam or electro hydrolysis which releases C02 and Nitrogen emissions. Google how is most hydrogen produced. Apple is a teach company just like Tesla and hyliion due to their cloud service and active real time updates. It's not like peaches and watermelon it's more like software and software. Google Volo EV software issues... this is the hurdle most OEMs like Volo and GM face with their EVs and why they are so far behind. Nikola and Hyzion are asset heavily, which struggles in a high inflation environment, hence your share dilution, Google being asset heavy in high inflation. Higher employee count doesn't mean anything in the asset light model bc they only need enough to facilitate their core product, they dont need a massive amount of assembly line works. Lordstown ran out of money when they tried to ramp, bc they were asset heavy as a startup, which an extremely hard thing to do , which is why the modern business structure are moving in an asset light direction... but dont take my word for it Google it..
So if an asset light model is better - why is Hyliion pushing production all the way to the end of 2023? By that time, both electric and fuel cell trucks will be in production by Nikola. Getting to market faster was the whole point of Hyliion afaik
Hyliion is no longer a pre-revenue company. They recognised revenue this quarter
Right, but its not from their Hypertruck ERX - which is their main product
@@visceral_investing what does it matter where its from the company is still not pre revenue?
@Visceral Ace Agreed although it is still part of their product line.
By the way, they are actually installing the Hybrid eX at a loss right now because they can't use the magic of economies of scale due to low demand. It is in their 10-K.
Could be because fleets are waiting for the ERX, or not.
LOL, Nikola's put more trucks in the hands of customers than HYLN and has 1300+ pre-orders. How many does HYLN have again?
@@visceral_investing hyliion has a ton of trucks in customer hands the EX is operating as we speak look up Detmar logistics look up Wegmans with over 1mil miles driven and data stored, just to start... how many truck does Nikola have out in fleets hands? You obviously don't know much about hyliion, which is cool you know Nikola, but this is why you shouldn't be putting out comments about it bc you are not well versed on even the biggest details of the company. Oh and hyliion has 2k pre-orders a 15sec google check would have told you that smh
Hyliion all day. Ppl will soon realize NG is highly underrated for heavy trucking industry especially when powered by electric powered trans.
I love the tech but installing NG fuel tanks all over the county isn't going to happen.
@@pwells10 what are you talking about. The infrastructure is already there.
Remember dillon transport that went all in natural gas trucks and they went out of business
Agreed, I’m very long HYLN as the most viable solution
As of March 2023, Hyliion is collaborating with Hyzon. The companies are said to combine Hyzon's fuel cell technology and Hyliion's electric powertrain solution into a prototype vehicle. Both companies appear to be focused on Class 8, long-haul sector. This partnership will theoretically give Hyzon more exposure to the US markets.
You didn’t mention that hyliion actually has a drivetrain with a hydrogen fuel cell that would be 100% emissions free.
Incorrect. Healy in his interview with jmac said they "are working on it".... they are far from having a hydrogen agnostic drive train at this point. Healy did admit hydrogen is the future. Nikola will be so much farther ahead on hydrogen tech, capability and infrastructure that hyliion will not stand a chance.
Where?
@@Stargazernomadcamper Thank you.
@@danieldeblasio9368 How can you say they are far from an Agnostic generator? I smell uninformed speculation smells a lot like BS. Hydrogen will happen no time soon, there are what 5 station not including ports in the country? Yeah good luck on that lol that hydrogen truck can't be without an infrastructure that's why Thomas said future. Till Nikola can make a truck that can go cross country and back they will be restricted to ports. Oh yeah their not making an agnostic drive train its an agnostic generator FYI.
@@xcaliber1787 Natural gas pipelines can be converted into hydrogen pipelines easy. The decision makers are moving forward with hydrogen because natural gas is limited. Hydrogen can expand the energy supply whereas natural gas is one dimensional.
something everyone misses is that truck drivers have three clocks they have to answer to and do not have the time to charge trucks
The trucks "delivered" by Nikola so far are on Nikola's books as test units per their CFO. This means that to date there have been no real sales of the TRE BEV.
Pre-series pilot units delivered > no units delivered
You can buy one to test its performance before switching the whole fleet
Hyliion is the solution the natural gas infrastructure is already here in the US the range is 1200 miles the on board battery recharges in about 8 minutes how much better can it get
how will the truck drivers refuel? nobody is installing NG tanks at loves or any other truck stops.
Love's/Trillium
As a Hyliion investor I thought this video was going to be very bias but it actually wasnt. I would like to add though that Hyliion is working on not only a hydrogen fuel cell generator that will power the batteries when infrastructure is built out but they are also working on a fuel agnostic generator in the meantime that can be powered by both natural gas and fuel cell. (You showed the screen of this around 9:30 of the video but didnt make a mention of it)
Hyliion realized the future is hydrogen, nikola is so much farther ahead on tech and R&D than hyliion.... not even to mention it will almost be 2 years before hyliion is even producing there product ar any meaningful scale for a CNG generator. By that time nikola will be producing 20,000 FCEVs a year. Hyliion sadly stands no chance and unfortunately missed there window. The tech is moving so fast in this industry and hyliion will be left behind.
@@Stargazernomadcamper lmao 🤣 😂 what?! What tech are you referring too that they are so far ahead on? Where the heck are going to find a place to fill these trucks in two 2yrs time? Best case senerio 10years to build out a hydrogen network and when that happens hyliion has a fuel Agnostic generator which will still require less hydrogen then the Nikola model which equals a higher return on the bottom line.
@@xcaliber1787 You do realize Nikola is partnered with TC Energy. TC Energy owns the XL Keystone pipeline. Nikola is also partnered with TA Truckstop. They already have a hydrogen station in California.
Just buy the two companies as I did. I think the market is big enough to have these two companies together. It is like Toyota vs Honda.
@@Stargazernomadcamper HYLN will be scaling production in 2024. NKLA investor presentation mentioned 5,000 FCEV in 2024 (And this was before the chip shortage and delays so it is now much less if any).
Also the only change HYLN would need to change is the on board generator. Everything else will stay the same so I think you are overestimating how far behind HYLN is if at all!
Love the video, but we need talk about Nikola cash flow and if they need to raise cash by dilution or if they can find another way to raise cash. Government perhaps?
I'll see if they address that on their analyst day!
Actually HYLN has revenue. While NKLA has zero revenue.
lol nice one!
@@visceral_investing hey fanboy how much revenue did the got from their... how many? elev en trucks hahahahaha HAHAHAHAHAHAHAH!!!!!!!
@@williamscastaneda8379 - This didn’t she well. Haha.
Nikola quoted that they will lose $180,00 on each BEV sold this year even with a sale price of $300,000. In their prospectus they called this a negative margin of 60%. I don't think you can call this "revenue".
Sorry, It should be a loss of $180,000 on each vehicle.
LOL no shit sherlock, they're selling at a tiny volume right now so of course their margins are going to be poor - tell me something new.
@@visceral_investing Nikola's CFO also stated that they were afraid to increase their volumes because they would incur heavier losses. Must be nice to have it both ways. "We want to increase volumes to become profitable but we can't afford to build volumes because we will lose too much money." The hidden issue is that Iveco is delivering 100% of the rolling chassis components (minus batteries and inverters) and the agreed price is much too high for Nikola to have a competitive product. Something new for you? There is no Nikola 2! No cab, no chassis. Iveco doesn't currently make a conventional cab so it is hard to imagine Nikola pulling one out of thin air in the next 24 months. It is also supposed to be a sleeper cab but there are no signs of this product anywhere.
Are you going to delete this thread once you read it? Or can you handle the criticism and provide a meaningful dialogue?
Nice conspiracy theories bro! Why don't you link me the quote of what Nikola's CFO actually said and not what you think he said :)
@@visceral_investing You can listen to his comments on their recent quarterly report that is available online. His comments during the question and answer period are the most interesting. This is the same report that you used as your source document in your presentation. His comments are quite clear in their meaning. Regards
I am not surprised with your conclusion since you are long NKLA. A little biased maybe? I am long Hyliion.
So I'm supposed to not own the stock I think is the best deal? What kind of logic is that lmao
@@visceral_investing Your conclusion was made before you made the video. I’ll bet you a beer Hyliion does better than all of them.
Yes, that's the whole point of the video - I do my research before I buy my stocks, not the other way around. If starting production 2 years after Nikola or Hyzon is considered successful, then I guess Hyliion is successful 💀
@@visceral_investing LOL, Hyliions trucks move forward without the help of a hill! Good luck with your investment and I hope you accept my friend bet.
I'm already winning the bet, so I guess I'll accept it!
A little surprised he hybrid setup that Hyllion has is what we have not yet seen more of yet. This solution seems to make more sense for long haul and heavy equipment, yes they still have emissions but it could be reduced greatly until we are able to have better technology.
Hyliion long!
Forgot Tesla...maybe on purpose because Tesla is currently the main competition against your biggest holding.
To qualify as "competition" you have to actually follow your timeline and not delay your trucks by 5 years. Nikola's put more trucks in the hands of customers than Tesla and Tesla announced their truck in 2017 lmao
@@visceral_investing I could have sworn shills were saying Nikola was an energy company, not a trucking company. Now its a truck company? Their real goal was to profit off electric trucks so they can fund their extremely ambitious H2 stations. But reality is diluting shares seems like the only solution of income. I have not seen one sell of their Tre. Maybe you can share the amount of trucks that were bought in 2021.
The technology is out there for everyone to use, it's just who can get their product out there and under contract 1st with multiple companies.
I'm long on hyzon and Nikola
Nikola vs Hyzon vs Hyliion: Which EV Truck Stock is the Best? …5 months later. That would be a nice video to see. No pressure. Haha.
Good video, VA. It’s aging well.
Lol, good idea
This space is not competitive at this point every maker who can provide a decent solution they will sell 4 times what they can actually deliver for years to come.
That's very true - which is why I see value in each of these startups even if wall street laughs at them!
I am a Nikola shareholder
Fundamentals definitely matter but in growth stocks the game is much different. I will use tesla as an example. The weren't profitable in the beginning and shorts killed them in the beginning. They then became profitable and the shorts got killed. Most growth companies are like this. Revenue does not matter in the beginning. You never know who is going to win the game. Careful out there.
hyzn shares have more oppotunities for investors, only because every tiny private investor is now talking about NKLA. When everybody is also talking about HYZN, then it is time to sell.
Interesting perspective.
the US market is highly political, that is the reason why hyzon is currently focused on EU (and China). Its future in US perhaps depends on the decisions of New York. And there is another point, deserves special attention, the technical performance of Tesla Semi is better than Nikola's bev truck, and the performance of Hyzon's Fcev truck is better than Nikola's fcev truck.
Tesla's semi and Hyzon FCEV is not even in customers hands in the US lmao
Hyllion!!!!
HYLN, NKLA, HYZN, oh my!
Most comments center around who will win and who will lose. The market is so large I believe they will all carve out a niche. And investors and end users have different goals and objectives for their solution.
True
Which EV trucking business do YOU think will succeed? Let me know your thoughts below! 😉👇
All of them will have a good piece of the Zero Emissions Pie.
Hyliion
Hyllion
Nikola will succeed in North America and Europe. Hyzon will do well in Australia and Asia. Hyliion will fail.
Hyliion is no longer a pre-revenue company
There is no cheap way to manufacture compressed hydrogen gas
*yet
There is no cheap way to manufacture $22000.00 dollar batteries.
@@saltydogg and that's why hyliion makes sense.
@@saltydogg The cost of the batteries keeps getting cheaper. Hydrogen will always be expensive. Takes too much energy to make and too much energy to compress.
@@donm2255 sorry, the cost of batteries are already starting to rise, since a few months ago. Because materials are scarce, and there will be a battery supply chain crisis in one or two years, as demand increases much faster than supply increases.
I think Nikola is the best truck stock here 🤠🚛💰
Me too 👍
Me three, Nikola ftw 💪
hydrogen is extremely difficult to convert and costly
lol no its not, its cheaper to create green hydrogen right now than hydrogen from sky-high oil prices
@@visceral_investing Not to mass produce it which is what you would have to do. Its cheaper to make a gallon, maybe, but is it cheaper to make enough to put through a pipeline... no bc you would have to build out a mass refinery to do so.
i with Nikola!!!
I look forward to watching the American Greed episode about Nikola and Trevor Milton.
Lmao 😂
With all due respect you didn't do your research on hyliion that well.
Fair enough! I couldn't spend hours researching a company like this, I read their slidedeck and website for plans for now
@@visceral_investing I've research all of my companies for long term purposes. You do remember when Nikola lied about their product?. When it rolled down the hill? Yeah I can't trust that company but it's all just an opinion.
Nikola Corporation lied about nothing, otherwise the 1-yr long DOJ investigation would have resulted in a dissolving of the company. Instead, they found the former CEO lied about Nikola through his social media, hence why he got indicted for fraud :)
Sometimes you need to think outside of media headlines to understand the situation - they didn't even have a product on 2020 so what would they even lie about lmao
@@visceral_investing the CTO and executive team was in on the Nikola fraud with Trevor. They don't have a product and used retail to keep themselves alive.
Well....that's your opinion, not a fact - I'd much rather trust the DOJ than an average retail investor on the internet lmao
Hmmm..you forgot to mention that Hyliion will be able to operate on hydrogen once the infrastructure is built, hmmmm..that’s a kind of important detail worth mentioning.
That's literally mentioned in one of the slides. And let's be honest, it's not like Hyliion is developing hydrogen trucks today
The plan has always been hydrogen for long-haul trucks. In the end, Nikola and Hyzon are the better options.
Great Video thanks.
I'm long on Nikola.
Having involvement with the Energy makes Nikola very attractive to me.
Another gem !!!!! Keep up the good work. Nikola is coming along, going to be the stock to own in the near future 👍👍
Much appreciated!
I have 2 of the 3 + DTRUY.
Comparing Hyllion to Hyzon or Nikola is comparing apples and oranges. Hyllion should be compared to Cummins, Detroit or a Cat. They make DRIVETRAINS not trucks.
Hyliion's ERX is literally a truck that they'll be selling
Yikes being long NKLA shares. That's some fucking pain.
HYZN and HYLN would've been more painful tbh
@@visceral_investing I mean yeah, puke does smell better than diarrhea. Gotta agree with you there.
Yeah, you would know from many first hand experiences
@@visceral_investing Yes I also sold puts on HYLN like two years ago.
Hyliion definitely a better company!!
The stock market disagrees
how about a lithium-battery supply crisis in one year? that is very likely to happen. Because supply grows much slower than demand.
We're already in that, idk of you been sitting under a rock
@@visceral_investing it is at most just a beginning.......
Hyliion is hybrid contains same diesel engine
NKLA all way!!
Nikola Motors and Dodge with my research and Development under Nikola Tesla Research and Development
👍
All three are good stocks, Nikola is the most undervalued (because of the fraud case against the founder)...
The fake truck saga is still hurting the stock price...But all three are stocks you need to own, They will either become massive brands or they will be bought out by Auto company's
All your information on hyliion is wrong you need to do more research before you do these videos
I literally pulled the information off of their website and presentation, tell me what I got wrong
I see nikola and Hyzon with more revenue in the short term. They unfortunately will fail because the public will figure out hydrogen bombs driving all over the place isn’t worth dying over, or company’s can’t afford the hydrogen. The people and trucking companies will wake up and see the unicorn company Hyliion. Hyliion airs will be made. Life goes on and nickolas 800 employees will move to Texas to help Thomas scale for the next big thing. Don’t get mad I just call it as I see it. Unfortunately I have been wrong before, but I’m usually right. Ask my wife 🤓 lol.
Lol, keep dreaming.
ruclips.net/video/6fF2F4zFt_A/видео.html
Why do you think all but 2 refueling stations closed down in California?
@@danieldeblasio9368 To the sleeping man he is the only one woke. Step back and reassess.
You do realize that Hyllion themselves plan to convert their trucks to hydrogen right? 🤣
@@visceral_investing I’m thinking RNG should be top priority right now. It’s just logical to use cow poop. Why not, scientists say co2 from cow poop is causing climate change. Why not burn that poop in a truck instead of diesel. Hyliion can use hydrogen fuel cell in there systems but they are not wasting time and money on that right now. I honestly don’t think hydrogen is gonna work. I don’t want to buy gas at these prices now. I don’t think truckers want to pay 4 times more for hydrogen when they can use cow poop products for way way cheaper.
These trucks suck! Battery doesn’t last, drove one for about a month, they are trying to push these trucks, but they suck,
That's where fuel cells come in!
none of them are on the road, i ought it makes any scene for this video
No EVs were on the road in the 1990s either ;)
All you man ... Waiting on lawsuits
Nikola is diluting shares. Don’t think Nikola is gonna go anywhere.
Okay, come back to me in 3 years and we'll see who is right
@@visceral_investing Hyliion will be the best EV truck stock.
"Will be" - I suppose you agree that Nikola is already the best EV truck stock
@@TheH8trs - Do you still think Hyliion is/will be the best EV truck stock? Just curious.
@@DebtPRZ I don’t see why not. They have the trucks they have the infrastructure. You can actually order their trucks right now. Nikola doesn’t even have a truck to sell right now. Neither does Tesla.
Daimler Truck is King allover Truck Companies
They don’t have wallstreet money on their back. German companies do okay but are not skyrocking on the stock market
@@deluexemusic9172 DT is underrated af Bharat Benz subsidiary in India,#1 truck company with autonomous driving,Hydrogen story,a lot of cash you have still 100percent potential..till 800percent with Hype
Don't forget about VOLVO
@@mrboags Volvo is good and alot better than Hyped Green Energy Trucks, Volvo is #2 in Europes Trucksector but DT is cheaper than Volvo and #1 ,alot things because iam for Daimler Truck :)
@@DjangoCeccarelli Volvo is the only truck that the cab is strong enough to hold its own weight 20,000lbs and not crush the cab in a rollover event.
I only know this because I have driven Volvo's for years.
I love all Trucks but Volvo should not be left out. They are definitely in the top 5 👍
Nikola = SCAM😂😂😂
lol thanks for the laugh
@@visceral_investing I mean they were fined 125 million by the SEC. "defrauded investors by misleading them about its products, technical advancements, and commercial prospects." Verbatim from the SEC.
@@robles100 Theranos was in business for over 12 years before it went under. Nikola is going down
Lol and hyliion is on top 2023. Again, don't listen to people on youtube.
How many trucks they sold in 2023 so far?
We all know that European trucks are much better, Nikola is Iveco, Iveco is Italian, they are literally giving an Iveco with another logo.