- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Winter Olympics
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Spec Play - HGRAF
Posted on 1/6/26 at 9:31 am to Jax-Tiger
Posted on 1/6/26 at 9:31 am to Jax-Tiger
quote:Somewhat of a good concern to have, I suppose, but I agree that would be a huge downer even if we all walk with a nice chunk of change from it.
I just hope that they are not an acquisition target. The executive team could all walk away rich if they took a $12/share buyout.
I like to think that the relative low cost to produce on a mass scale would encourage the team to avoid a buyout temptation.
1
Posted on 1/6/26 at 9:52 am to NaturalBeam
quote:
I like to think that the relative low cost to produce on a mass scale would encourage the team to avoid a buyout temptation.
Unless they all agreed up front that they would take this to the point of them all having to not worry about money again and selling out to a corporation with deep pockets.
It's one thing to start selling graphene. It's another to create manufacturing facilities all over the country/world, have massive R&D investments, manage thousands of employees, and keep up with all of the demand for different variants of the graphene (including government contracts and all that entails).
They are basically working out of someone's garage at this point, figuratively speaking. Do they have the management team to become a multi-billion dollar enterprise? There was some concern about the CEO, who seems to have a little Instagram model in her DNA. Could she take a buyout and become a socialite? Who knows? Kevin Bambrough and his 18 million shares would certainly make out like a bandit. Would he be happy with $200 million instead of $20 billion? I'm sure he would get over his disappointment pretty quick...
On the other hand, their business is not that labor or capital intensive, and has a very high profit margin, so as far as companies go, this seems pretty low risk and straight forward - just build enough Hyperions to satisfy the demand.
Posted on 1/6/26 at 9:54 am to igoringa
Ignoring - Good to see you back and posting. I hope all is well with you, and that you were just taking a break.
Post more often. I think things are going to come to a head in the next month or so...
Post more often. I think things are going to come to a head in the next month or so...
Posted on 1/6/26 at 10:15 am to Jax-Tiger
quote:is she a scientist of any kind? What is her background?
There was some concern about the CEO, who seems to have a little Instagram model in her DNA.
Posted on 1/6/26 at 10:21 am to cgrand
quote:
is she a scientist of any kind? What is her background?
She has an MS in Materials Science and Engineering at Arizona State University, so she has some background.
I was referring to her prior habit of posting selfies on social media, more than just her looks.
You also have to remember, HGRAF was pretty much lost before she took over. They were trying to patent and sell the Hyperion machines, and weren't having any luck. They weren't trying to make the graphene and create use cases for it.
She took a job that nobody else wanted and took the company in a different direction, so kudos for her. I'm just questioning whether the goal of their executive team is to take the company all the way to the end goal, or set it up for someone else to do that and walk away rich. Purely speculation...
ETA - if this company is an acquisition target, then the end result is still good - I would imagine a 5-10x profit over current prices, at least. If they take it all the way themselves, it could be a 100x profit. Really good versus life changing.
This post was edited on 1/6/26 at 10:39 am
Posted on 1/6/26 at 10:49 am to Jax-Tiger
HGRAF is popping a bit today.
Posted on 1/6/26 at 11:08 am to mmmmmbeeer
To further illustrate, this has gone from 13 cents a share to the current $2.18 in one year.
That's almost a 1700% increase. That's fantastic if you were to take your profits right now. At $2.18, it's still cheap and has the potential to go to $100 or more within two years.
That's almost a 1700% increase. That's fantastic if you were to take your profits right now. At $2.18, it's still cheap and has the potential to go to $100 or more within two years.
This post was edited on 1/6/26 at 11:10 am
Posted on 1/6/26 at 12:04 pm to Jax-Tiger
quote:
potential to go to $100 or more within two years.
You will find me on the beach in the Bahamas before it gets to half that number. I don't think I would be able to even hold that long, the old "hogs get slaughtered" rule would keep me up at night.
Posted on 1/6/26 at 12:19 pm to Dock Holiday
quote:
You will find me on the beach in the Bahamas before it gets to half that number.
My strategy will be to sell some at various points along the way if it ever pops.
I live in Vero Beach, so the Bahamas is not far from me, as the arrow flies. I will probably just retire and stay here. I will upgrade my house and toys.
Posted on 1/6/26 at 12:32 pm to Jax-Tiger
quote:that would be a $30+B market cap. its less than $1B now. not saying anything you don't know but that seems aggressive considering they currently have no revenue. what are the best case revenue projections assuming regulatory approval?
has the potential to go to $100 or more within two years
i'm interested because graphene is interesting. if we/they could somehow harness the immense power of carbon utility it would change the world, but in 2 years?
Posted on 1/6/26 at 12:53 pm to cgrand
quote:
that would be a $30+B market cap
Which, for a growth stock could be $2B in revenue, or about 5000 tons of graphene. Factor in that the margin is 80%, they will be profitable within 2 years. If they have a large backlog of orders, they could possibly hit $100 or more.
Obviously, we don't know what the demand is right now. Could be next to nothing. If the start making car batteries, computer chips, data centers, and ships/tanks with this stuff, the demand could be way over 5000 tons. I wouldn't expect to see graphene at that level of usage, for a while.
Oh and another use is to replace silver in solar panels with graphene ink. Better performance and much cheaper. That is another market that could grow.
Posted on 1/6/26 at 12:58 pm to Jax-Tiger
thanks...imma poke around. of interest would be whether or not manufacturing would have to be completely re-tooled and/or started from scratch, in order to actually use those 5000 tons. and whatever the answer to that is, how long that would take. and would it happen concurrently with graphene production?
sci-fi shite could result
sci-fi shite could result
Posted on 1/6/26 at 1:00 pm to Jax-Tiger
quote:
I just hope that they are not an acquisition target.
On Sept. 29th, they released an article entitled something like "HydroGraph Announces Adoption of Shareholder Rights Plan"
AI says "HydroGraph's Shareholder Rights Plan (often called a "poison pill") is a defense mechanism to prevent hostile takeovers by ensuring fair treatment for all shareholders, giving the board time to find better offers, and stopping anyone from secretly gaining control by making it expensive to buy up shares without the board's approval. Adopted in late 2025, it's not in response to a specific bid but aligns with Canadian best practices and needs shareholder ratification to become fully effective for a set period, typically three years."
quote:
If EPA approval is inevitable, the price of the stock right now is irrelevant
A dude on Yahoo finance HGRAF message board said he contacted the EPA. They emailed him that they are in final negotiations with HGRAF and will be completed by EOM.
When asked if he could post the email, he said yahoo will not allow it, but if the asker would give him an email addy, he would forward it.
If EPA gets done by the end of the month, we then begin building the Houston facility and running the pipeline. I see cash being generated by 2027 with the stock price rising, on Nasdaq, slowly until then. I am thinking my hundred bagger will be 2028-29.
Posted on 1/6/26 at 1:09 pm to Hangit
quote:shite, is it that easy?
A dude on Yahoo finance HGRAF message board said he contacted the EPA. They emailed him that they are in final negotiations with HGRAF and will be completed by EOM
Seems like Bambrough would've been all over that, if so. But I WANT to believe...
Posted on 1/6/26 at 1:34 pm to cgrand
quote:
sci-fi shite could result
Aliens is one of my favorite movies...
Posted on 1/6/26 at 1:50 pm to Hangit
quote:exceptional claims require exceptional evidence. Is there any?
A dude on Yahoo finance HGRAF message board said he contacted the EPA. They emailed him that they are in final negotiations with HGRAF and will be completed by EOM
Posted on 1/6/26 at 1:57 pm to cgrand
quote:
A dude on Yahoo finance HGRAF message board said he contacted the EPA. They emailed him that they are in final negotiations with HGRAF and will be completed by EOM
That sounds like BS to me. The EPA answered some random dude with intimate details of the application status but then told him he want allowed to share it with anyone online?
Smells like a turd to me.
Posted on 1/6/26 at 2:26 pm to supadave3
quote:
That sounds like BS to me. The EPA answered some random dude with intimate details of the application status but then told him he want allowed to share it with anyone online?
Smells like a turd to me.
I agree, but it sounds like he couldn't figure out how to do it via Yahoo email.
Posted on 1/6/26 at 2:40 pm to FieldEngineer
Guess we'll find out won't we?
Posted on 1/6/26 at 3:21 pm to Jax-Tiger
Nice little end of day run!
Page 102 of 119
Popular
Back to top
Follow TigerDroppings for LSU Football News