$HYLN: How we got here, where we're going

HYLIION (HYLN): The fuck???

Hyliion is a company that develops and sells electric powertrain systems for transport trucks involved in long-distance trucking. Their drivetrain -- the Hypertruck ERX -- is fueled by compressed natural gas and/or renewable natural gas, which are MUCH more green than diesel, which is used by most trucking companies. RNG can even achieve negative emissions. You know when you turn loose an earth-shaking fart in a very public setting, and you just wish you could suck that noxious gas back up inside you to avoid further humiliation from that flower-wilting smell? Well this is almost identical to that. Well, kind of.

I know what you're thinking: "So what? This dinosaur can un-fart gas. Aren't we moving away from gas and towards fully electric, hydrogen-powered, and nuclear fusion-powered vehicles anyway?"

There's a few things to keep in mind:

Stuff needs to get shipped TODAY

There aren't enough plug-in refueling stations for transport trucks in the US

There aren't enough hydrogen refueling stations in the US (only 39 currently)

There are currently enough CNG and RNG refueling stations for the trucking industry

CNG/RNG is currently 1/12 the price of hydrogen and 1/7 the price of electric refueling

In the future, CNG/RNG will be 1/3 the price of hydrogen, and 1/2 the price of electric refueling

HYLN's powertrain is designed specifically to be able to be used with hydrogen in the future, anyway

Trucking companies aren't going to want to wait around 30 minutes for their trucks to get an 80% charge every 500 miles (source: latest max range * 80%) using a theoretical megacharger station which doesn't even exist currently, and also lose 1 ton in carrying capacity due to the weight of the battery

Source: https://i.ibb.co/WpQy5NL/hylnfuel.png

HYLN's powertrain also offers other advantages:

Increases efficiency and reduces cost of gas for truckers by up to 35% (one of the biggest costs for trucking companies)

Drastically increases pulling power up hills (time is money, dongus)

Software uses machine learning that optimizes driving patterns, introducing further savings

Eliminates need for idling vehicle when truckers are staying overnight in the cabin with a couple of "friends of the road"

I can hear you now: "But I like Tesla because that's what the attractive people on CNBC told me to like!"

Tesla is pretty cool. But you know what else is cool?

A fucking battery that can recharge in 8 minutes, lasts 5x as long as conventional EV batteries, and is so safe that you can shoot a fucking bullet and not worry about it exploding*.*

You hear that sound?

RING... RING...

"Hello, who's there?"

"Yes, this is the US Military, and we would like to take your fucking stonk to $100 a share, please."

Key takeaway:

Hyliion's powertrains will be an extremely important bridge for the transition from dirty diesel to hydrogen/electric powered vehicles. Hyliion's product will be able to run on hydrogen in the future. Hyliion has the most badass battery out there, and can be used for military and commercial purposes. HYLN's got ya bases covered, boy.

Financials: Green Giant (Dick)

Hyliion is currently valued at 1.65b. It currently has 650m in the fucking cash. This means that the company is valued at less than 3x its current cash holdings. It's a sneeze away from being priced at bankruptcy value. So why is it valued so low? High debt? Burning through cash? Insiders selling? Bad news?

Fucking nah. None of those.

For starters, HYLN used some of its cash reserves to extinguish all of its debt last quarter. It currently has no fucking debt. That must be why Wall St hates the stock so much: Wall St really likes stocks that take out a shitton of debt so that they can help assist the company issue additional shares and dilute the stock and fuck over shareholders and allow bankers to pocket tidy sums. No debt is good for the company. It's great for shareholders.

Now, it's true Hyliion had a negative earnings last quarter of -0.13. So, for every share, HYLN lost 13 cents over the quarter. Know what else had a negative EPS? Fucking Amazon in 2014. This shit doesn't matter to HYLN. They only lost 32m last year. They would have to lose that same amount every single year for 20 years -- and then not qualify for any loans -- before they want bankrupt. Not to mention that this 32m they lost last year factors in the debt that they paid off, so future losses should be even smaller! That shit is just unfathomable. They're a growth company. This year is when they're supposed to lose money. So when do they start making money? They're projecting 2b in revenue in 2024 -- y'know, more than the entire market cap of the company currently. Can you say "undervalued"? I know it's a lot of syllables, so maybe ask your wife's private male yoga instructor to coach you through it.

Hyliion and The News -- Why Good is Bad and Why Bad is Nonexistant:

Hyliion recently released two extremely positive pieces of news for the company:

The revolutionary EV battery

Formation of the Hypertruck Council

I already talked about the battery. The stock popped 70% after this press release and has since drastically sold off.

The formation of the Hypertruck Council is goddamn massive. Basically, HYLN assembled a group of industry leaders in logistics and trucking to help inform them of the best way to move the ERX towards mass commercialization. They'll be providing feedback, suggesting changes, conducting testing, and, presumably, eventually purchase their vehicles if they like what they see. And I'm not talking about some rinky-dink companies. I'm talking real Big Dick Boys with over a hundred thousand trucks that could potentially use HYLN's hypertruck. To name just a few: Agility Logistics, American Natural Gas, Wegmans Food Markets, Anheuser-Busch. You know that last one! They make the shitty beer your cool friend Dave used to open with his forehead and drink foamy beer from when you were still a virgin in college. The stock popped 11% the morning it was announced, and closed the day at 0%. What the fuck.

Hyliion hasn't released any new negative news. Their path to profitability is the same as it has always been.

Recent Insider Sales (Simple English: These are bad!)

None.

Recent Insider Buys (Simple English: These are good!)

300,000 shares over the past 3 months

Insiders must believe in the company, otherwise they wouldn't be buying shares for MUCH higher than HYLN's current trading price.

So, given all of this good shit, why is the stock red? Let's finally get to the meat and plums of this thing:

HYLN Stock: redder than your crush's boyfriend's bed sheets on prom night

HYLN is down 83% from its all-time highs. By any metric, it was overvalued at ATHs. However, it's down 34% in the past month alone, and 63% in the past 6 months, when it was trading at a not unreasonable valuation for a growth stock. It's currently oversold, and trading below its long-term floor of $10. It's actually below the price that initial investors paid for the company when SHLL completed its acquisition of HYLN.

In fact, every single person who has ever bought the stock (before today) is currently in the red. And yet, the stock only has a daily short volume of around 20%. How is this even possible? I think even you chimp-brains know the answer:

Manipulation.

This article from GripRoom lists 10 different signs that a stock is being manipulated. HYLN fulfills 9/10. The only one it doesn't fulfill is #5: "Bad news shaves off more market cap than it should" -- because there wasn't been any bad news lately. Replace "Bad news" with "Good news" and we have a perfect score of 10/10.

How HYLN is being manipulated

Mark Delaney, an analyst for Goldman Sachs with a commendable rating of 1000 out of 7000 analysts, and an average annual return of Roughly The Market Average Over The Past Ten Years % (according to TipRankings), recently downgraded that stock to $9 a share. This was after downgrading the stock to $11 a share just two months prior. Once again, I must reiterate that there has been no negative news for HYLN during these past two months, and only very positive news. The same day he issued a Sell rating for HYLN, he issued a Buy target for Lordstown Motors (RIDE) with a price target 100% higher than its current trading price. He issued this Buy rating despite RIDE currently being under investigation by the SEC for fraud by misleading investors about preorders, and other material information.

So why is GS downgrading HYLN, and upgrading a company under investigation for fraud? It could have something to do with this:

Lordstown CEO Steve Burns and DiamondPeak CEO David Hamamoto will sit on the combined company's board.

Goldman Sachs is the exclusive financial adviser and Sullivan & Cromwell LLP is the legal adviser to DiamondPeak, while Goldman Sachs is serving as exclusive placement agent on the PIPE offering.

In other words, Goldman Sachs:

helped RIDE list on the major exchanges

got paid to provide "financial advice" to the blank check company that acquired RIDE

has it in their financial interest to pump the stock in spite of fundamentals

Meanwhile, Goldman Sachs continues to downgrade HYLN while acquiring shares:

How credible is GS? I mean, they downgraded NIO to "Sell" July 17, 2020:

Due to Goldman Sachs's downgrade on July 17, NIO stock gave up 14 percent of its gains

This was the lowest the stock has been since that day. The stock has risen over 240% since then. Just read this article. It's fucking hilarious. Another choice quote:

On June 2, Goldman Sachs upgraded NIO from neutral to buy. Then, 22 days later, the analyst downgraded the stock from buy to neutral based on its valuation. He downgraded NIO again 25 days later.

You could fucking right a book on this shit:

From Neutral to Buy, and Back Again: How to Cuck Retail Traders in Just 50 Days!

These guys are fucking crooks.

Another example. GS issued a Buy rating for TSLA on Dec 2, 2020. Six days later, they announced an additional share offering with TSLA. In other words, they pumped the stock so they could make more cocaine money from the share issuance.

So if you still haven't figured out why GS downgraded HYLN, let me spell it out for you: it's the same game that Wall Street always plays:

Rate the stock a "Sell"

Watch price go down

Buy a bunch of shares

Wait for stock to rise drastically

Go back to step 1

I mean really, who are you going to trust -- some suit-wearing chud who's only up 16% YoY in a market that's up 50% YoY, and whose only experience with heavy-duty batteries is replacing the ones in his wife's overused vibrator -- or an actual trucker who knows the ins and outs of the trucking industry?

I quote:

“I know about truck driving. I know what trucking companies are looking for. I know what this type of product needs to be able to provide in order to be viable to the market. I know how truck drivers think. I know a lot about this industry. I’ve been doing this for a long time.”

Yeah, I think when I want to know about trucking, I'll probably go with the guy who pisses in bottles and collects VDs from all over the country, rather than the guy whose only experience with 18-wheelers was holding his wife's hand and telling her how pretty she looked while she filmed a scene for TitsNTruckers.com

Other sus sentiment manipulation

AKA how to turn rocket emojis into fear emojis:

Brand new account made only to trash HYLN

This account is dead now, but the guy used to post 8 hours a day, every single day, exclusively Bearish posts about HYLN, using entirely and only emotional language. That's... that's not someone who's doing that for free.

Plenty of examples of this if you spend enough time on Stocktwits.

I wouldn't be surprised if the stock dropped below $10 to take out some stop losses and encourage selling in people promoting the "If it breaks $10, there really is no floor!!!" narrative, before bouncing summarily back above $10 and trending upwards again. But this part is pure speculation.

Competent Management Team

These are some of management's heavy hitters:

Thomas Healy -- Founder and CEO -- made Forbes' "30 under 30" 2 years ago. Healy's a no-nonsense engineer. He's not a pump man, and he knows his stock is a longterm investment. HYLN is his third start-up, and he's been working on it since 2015.

Patrick Sexton -- Chief Technology Officer -- Served as Director of Engineering in Powertrain Innovations at Dana Incorporated for 6 years. This guy fucking knows shit, and stuff. AND he even has Sex in his name. He has a ton of Sex in his name. If that doesn't make you Bullish, I don't know what will.

Andy Card -- on the Board of Directors -- Former transportation secretary and WH Chief of Staff under George W. Bush. This is kinda, yknow, the exact sort of guy you want working as a corporate director for your company.

Sherri Baker -- CFO -- Worked with Dean Foods for 8 years and Frito Lay for 10 years.

Finishing statements

I know a lot of y'all got burned by HYLN before, probably buying in at $50 a share like a bunch of retards. However, you have to ask yourself: do you like the stock, or do you like the hype? If it's the latter, then I recommend waiting until the stock is at $70 and buy in right before Mark Delaney downgrades the stock to $20 or something retarded. If it's the former, do your research, ask questions, and then throw your hands in the air and say "Fuck it! It's too complicated!" and go ask your fucking fortune teller what you should do.