Domain: tiger-web1.srvr.media3.us Spec Play - HGRAF | Page 107 | Money Talk
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re: Spec Play - HGRAF

Posted on 1/9/26 at 8:43 am to
Posted by supadave3
Houston, TX
Member since Dec 2005
31892 posts
Posted on 1/9/26 at 8:43 am to
quote:

2.79 wtf! Go back down for a minute please!


Let’s hope that the market knows something that we don’t. C’mon EPA, let’s get this rolling.
Posted by FieldEngineer
Member since Jan 2015
2691 posts
Posted on 1/9/26 at 8:44 am to
I’m looking for an entry point too. The lack of news bothers me.
Posted by FieldEngineer
Member since Jan 2015
2691 posts
Posted on 1/9/26 at 9:10 am to
Screw it. 917 more shares at 2.72.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27096 posts
Posted on 1/9/26 at 9:19 am to
quote:

The lack of news bothers me.


I think it's just anticipation. FOMO is getting people to buy. The higher the price goes, the more FOMO affects people. People are hearing things about how this stock could go to the moon...

I bet there are a lot of people buying this stock now that were criticizing us 6 months ago for buying into what was obviously a pump and dump with an Instagram model for a CEO.
Posted by Dock Holiday
Member since Sep 2015
1853 posts
Posted on 1/9/26 at 9:35 am to
quote:

an Instagram model for a CEO.


I'm sure you are correct. This kept some people from buying in or kept them from taking a larger risk
This post was edited on 1/9/26 at 9:48 am
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27096 posts
Posted on 1/9/26 at 9:59 am to
quote:

This kept some people from buying in or kept them from taking a larger risk


I bought in, anyway, but I think there are a lot of people who were ready to jump in and were scared away by the assholes who know nothin' 'bout nothin' and were 100% certain that this was a pump and dump. This is a perfect example of why you should not listen to random "experts" on the internet.

Having said that, I am not 100% certain this is not a pump and dump. There is always that possibility. If it is a pump and dump, it is being beautifully orchestrated...
Posted by David_DJS
Member since Aug 2005
22040 posts
Posted on 1/9/26 at 10:01 am to
quote:

Instagram model for a CEO

An Instagram model from ASU that holds an MSc degree in Materials Science.
Posted by FieldEngineer
Member since Jan 2015
2691 posts
Posted on 1/9/26 at 10:11 am to
The thing that worried/still worries me is the small amount of cash on hand.
Posted by Hangit
The Green Swamp
Member since Aug 2014
45708 posts
Posted on 1/9/26 at 10:53 am to
quote:

small amount of cash on hand


They just sold stock to raise cash. They said that $20 million would get the facility built, get all needed equipment built and running and cover all expenses and salaries.

C'mon, fooking EPA.
Posted by Neauxla
New Orleans
Member since Feb 2008
34094 posts
Posted on 1/9/26 at 10:56 am to
quote:


They just sold stock to raise cash. They said that $20 million would get the facility built, get all needed equipment built and running and cover all expenses and salaries.

C'mon, fooking EPA.
when? yesterday? Is that why it has exploded?
Posted by reds on reds on reds
Member since Sep 2013
4902 posts
Posted on 1/9/26 at 11:02 am to
No, that offering closed on 11/4/25
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27096 posts
Posted on 1/9/26 at 11:11 am to
That $20M never felt like enough - they have to build a factory. I'm sure they didn't want to add too many new shares outstanding while the price was in the $2 range, at that time, and may raise more cash after the EPA approval.

I'm wondering if one of the first contracts to be announced will be a government contract and that HGRAF will be getting a government grant that will help get the facilities built. Having a supply of pure graphene is in our national security interest, so I would think it's feasible.

They say they want to start slow, with 350 tons/year capacity by the end of 2026, but I don't know if there is any reason they can't accelerate that if the right customer comes along and pays to build a bunch of Hyperions up front.

Kevin Bambrough thinks the stock is going to go "bonkers". What would happen to the price if they got EPA approval and announced that they had $5B in contracts from the US DoW over the next 3 years? I would think it would go bonkers...
Posted by Rize
Spring Texas
Member since Sep 2011
18912 posts
Posted on 1/9/26 at 11:45 am to
I’ve been buying since yesterday. Had to wait for my cash to clear to buy a stock under $3.00 on Fidelity.

Sold some shite I’ve been sitting on for years at a loss and bought more this am.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27096 posts
Posted on 1/9/26 at 11:51 am to
My scenarios are pure speculation...
Posted by David_DJS
Member since Aug 2005
22040 posts
Posted on 1/9/26 at 12:08 pm to
quote:

That $20M never felt like enough - they have to build a factory. I'm sure they didn't want to add too many new shares outstanding while the price was in the $2 range, at that time, and may raise more cash after the EPA approval.

Given the numbers in play here and the (reported) value-in-use of graphene, it would not be difficult for the company to get a major customer or two to fund/enable capex. Do those customers exist?
Posted by Rize
Spring Texas
Member since Sep 2011
18912 posts
Posted on 1/9/26 at 12:10 pm to
quote:

My scenarios are pure speculation...


All good. This is play money and I’m terrible at picking stocks so figure I’d ride with you guys because I’d hate to miss out


I think I’m in SLI, HGRAF, and PGEN. What I need to do is quit pussy footing around and get in early with you folks.
Posted by dkreller
Laffy
Member since Jan 2009
33579 posts
Posted on 1/9/26 at 12:19 pm to
quote:

Do those customers exist?

Yes. They go by acronyms and use taxpayer money as payment.
Posted by Dock Holiday
Member since Sep 2015
1853 posts
Posted on 1/9/26 at 12:19 pm to
quote:

I’m in SLI


I played in that pool for over a year. Took some profit, but also saw profit erode away over time while they had 137 PR announcements solely about attending a random conference somewhere.

If Hydro starts routinely attending conferences as PR I'm out with the quickness.
Posted by dkreller
Laffy
Member since Jan 2009
33579 posts
Posted on 1/9/26 at 12:20 pm to
quote:

My scenarios are pure speculation...

Is DCA’ing up a common practice investing in stock?
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27096 posts
Posted on 1/9/26 at 12:43 pm to
quote:

Is DCA’ing up a common practice investing in stock?


I'm not sure that it is planned that way, but yes, people do DCA up. If you believe strongly in a stock and are accumulating over time, you may DCA up, since good stocks generally go up in value.

In the case of HGRAF, a lot of people have DCA's up because they have grown more and more confident over time that this stock is going to pay off. I know a lot of us got in as a flyer at less than 1 dollar, because it was a good story and it was cheap. Now they are buying it because they don't want to be stuck with dry powder when it pops.

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