Domain: tiger-web1.srvr.media3.us Spec Play - HGRAF | Page 111 | Money Talk
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re: Spec Play - HGRAF

Posted on 1/21/26 at 4:16 pm to
Posted by supadave3
Houston, TX
Member since Dec 2005
31996 posts
Posted on 1/21/26 at 4:16 pm to
quote:

if 1/2 of what he says cones true we gonna have a good Q1 and an fantastic 2026.




I bought another small chunk of shares today at $2.58. Prepping for the announcement of EPA approval. I check this thread several times a day and get excited every time I see it bumped. One of these days, we’ll have our wish come true.
Posted by FieldEngineer
Member since Jan 2015
2734 posts
Posted on 1/21/26 at 4:33 pm to
quote:

anticipates NASDAQ listing not until Q2 due to the heavy regulatory requirements. It's well under way now.


That’s fast! Dammit, I’m gonna end up buying more shares.
Posted by Dock Holiday
Member since Sep 2015
1876 posts
Posted on 1/21/26 at 4:48 pm to
So, the de-risk hurtles?

EPA approval, raw material supply, customer contracts, build out of production facilitie?

Am I missing any for the short term (1-3 years)?

All of the above , except production facility completion, could happen in the next 70 days.
Posted by NaturalBeam
Member since Sep 2007
14854 posts
Posted on 1/21/26 at 5:14 pm to
quote:

All of the above , except production facility completion, could happen in the next 70 days.
Mostly, yes. He seemed to have a bit slower opinion on the contracts, though. Basically saying we'll see just a few in the next 70 days. But then bigger numbers later in the year.

He did not seem to think they would unleash 60 contracts on the day following EPA approval or anything.

Which sounds like a good move. They don't have capacity to service a bunch of contracts, so the scaling with additional hyperion units will come as more contracts come.
Posted by NaturalBeam
Member since Sep 2007
14854 posts
Posted on 1/21/26 at 6:36 pm to
Good Reddit comment on the video:

“I’ve gone through the summary twice and all I can get out of it is ‘you don’t have enough shares’”

Posted by Longer Tail Tiger
Member since Dec 2019
316 posts
Posted on 1/21/26 at 7:03 pm to
quote:


“I’ve gone through the summary twice and all I can get out of it is ‘you don’t have enough shares’”

In my opinion that's definitely correct, and it's especially true for me.

My only problem is the unavailability of cash, except at the beginning of each month, when I gain access to my retirement funds.
Posted by dkreller
Laffy
Member since Jan 2009
33674 posts
Posted on 1/21/26 at 7:20 pm to
quote:

“I’ve gone through the summary twice and all I can get out of it is ‘you don’t have enough shares’”

Posted by DoomGuy504
Member since May 2024
381 posts
Posted on 1/22/26 at 11:35 am to
quote:

“I’ve gone through the summary twice and all I can get out of it is ‘you don’t have enough shares’”



Added more today and will be adding some early next week. Hate that I have to wait a few days for funds to become "available."

Just take my money!
Posted by mmmmmbeeer
ATL
Member since Nov 2014
10189 posts
Posted on 1/22/26 at 1:21 pm to
Snagged another 3500 shares. Ya'll have convinced me this thing could fly. Up to 5500 shares total.
Posted by PeteRose
Hall of Fame
Member since Aug 2014
17993 posts
Posted on 1/22/26 at 1:50 pm to
quote:

Added more today and will be adding some early next week. Hate that I have to wait a few days for funds to become "available."



Must be Schwab.
Posted by JperiodCperiod
Member since Aug 2022
85 posts
Posted on 1/22/26 at 2:00 pm to
What is eveyone holding? I’m currently with 1600 shares.

What are reasonable ranges for a single speculation play? x dollars or x percent? What about for an aggregate percentage for all your speculative plays? Such as no more than x % of your investments.

Posted by masoncj
Atlanta
Member since Jun 2023
613 posts
Posted on 1/22/26 at 2:02 pm to
Bout 10k shares with average buy price around 1.05
Posted by RollTide4Ever
Nashville
Member since Nov 2006
19799 posts
Posted on 1/22/26 at 2:17 pm to
800 shares at 2.25 before the infamous cappybara massacre. Been holding since. I'm in metals and commodities right now for most part.
Posted by supadave3
Houston, TX
Member since Dec 2005
31996 posts
Posted on 1/22/26 at 2:20 pm to
quote:

What is eveyone holding? I’m currently with 1600 shares.


500 shares, average of $1.40. I’m a small fry but hopefully this will help me become a steak fry.

I skewed my average by selling half when they had a shelf offering a few months ago. I panicked
This post was edited on 1/22/26 at 2:29 pm
Posted by FieldEngineer
Member since Jan 2015
2734 posts
Posted on 1/22/26 at 4:03 pm to
quote:

What are reasonable ranges for a single speculation play?


Maybe 1 or 2 percent? I don’t know, but even 2% seems high. Depends on risk tolerance and overall portfolio size, I guess.
This post was edited on 1/22/26 at 4:04 pm
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27197 posts
Posted on 1/22/26 at 5:09 pm to
quote:

Maybe 1 or 2 percent? I don’t know, but even 2% seems high. Depends on risk tolerance and overall portfolio size, I guess.


I have 401k set up for retirement. I have another brokerage account that is strictly for me to play with. It was about 20% of my 401k at one point. Now it is almost as large as my 401k balance.

I could retire now, but Im going to try to get my play fund up to triple my 401k balance. If I can do that, we're looking at vacation homes, a Qua I l Valley membership, and a lot of travel.
Posted by Craft
Member since Oct 2019
1117 posts
Posted on 1/22/26 at 6:45 pm to
Wow, how’d you manage that? Options or trading commons?
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27197 posts
Posted on 1/22/26 at 7:11 pm to
quote:

Wow, how’d you manage that? Options or trading commons?


Mainly because my 401k cratered...

No. I bought several stocks that are up over 300% and leveraged those for more shares, and dabbled in options.
Posted by SidewalkTiger
Midwest, USA
Member since Dec 2019
68430 posts
Posted on 1/22/26 at 9:02 pm to
quote:

What is eveyone holding? I’m currently with 1600 shares.



3,722 shares
Posted by dkreller
Laffy
Member since Jan 2009
33674 posts
Posted on 1/22/26 at 9:05 pm to
1300
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