SilentAlert

Q2 @Hyliion Earnings: 1. @ThomasHealyCEO has disclosed for the first time that current optimal AM setup could yeald 15MW which is 75 Karnos +/- $34M. With a 20 P.E the current market cap meets fair value. However since we have $0 sales I'd say today's value is quite rich. I expect to see Hyliion trading $2-$6 zone until production. 2. In order for Hyliion to become a $5B company they would need to double and triple current printer assets where $100M of gross revenue could be generated and even then the company fair value would be within single low Billions. 3. I simply don't see how Hyliion can facilitate data center needs, knowing at best the company can produce only 15MW output. Data center story appears to be Hyliion's primary focuse among military however the numbers are not matching up. 4. I expect to see R&D continue into 2027 following the learnings of early 10 adopting units performance. Commercialization was pushed into 2027 which is another setback. 5. Thomas and the team primary focuse for EOY should be to demonstrate as many units in field as possible to restore confidene. Hyliion awarded military contracts overshadow setbacks and I'd expect that would be an ongoing story until commercialization.