Domain: tiger-web1.srvr.media3.us Spec Play - HGRAF | Page 115 | Money Talk
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re: Spec Play - HGRAF

Posted on 1/27/26 at 11:44 am to
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19599 posts
Posted on 1/27/26 at 11:44 am to
They’re actually a functioning business so for $400 why not?
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19599 posts
Posted on 1/27/26 at 11:52 am to
quote:

The official announcement from HGRAF regarding new Hyperions happened this morning. It's now on their website.


Seems like a lot of money to spend for a company that hasn’t commercialized their product yet UNLESS they’re very confident they’ll need this expanded production.

Just sayin…..
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27205 posts
Posted on 1/27/26 at 1:07 pm to
quote:

UNLESS they’re very confident they’ll need this expanded production.

Just sayin…..


I'm confident that they will have customers. The question I have is, "How many, and how much are they gonna buy?".

They could have dozens of customers that buy hundreds of kilograms of the stuff. That's all well and good, but won't push the needle on the stock into "Lambo" territory. They need a handful of customers that are buying thousands of tons. If they get that, the stock will go to the moon.

If they don't get those big customers right away, I think this company will get bought out, IMO. Those huge customers are out there, I just hope this startup company has the know-how and connections to reel them in.

Another thing that hasn't been discussed on this board is the R&D for graphene. HGRAF has already created a number of different variants of graphene, but it seems to me that they will need to optimize the graphene for their customers that will be using this graphene for specific purposes. I don't know if they have the budget to play around with and to create the different types of graphene that could be needed for a myriad of different applications.

Just saying that there are a lot of potential hurdles that are out there that could drail this company in the next few years.
Posted by PlanoPrivateer
Frisco, TX
Member since Jan 2004
2937 posts
Posted on 1/27/26 at 1:12 pm to
quote:

They’re actually a functioning business so for $400 why not?


I have 3000 of roll the dice shares of FGPHF with a $0.07 average cost. I am accumulating more HGRAF every week. Also, considering GMGMF since it is coming off its recent runup. There is a foreign settlement fee on each GMGMF transaction so if I jump in it will be a fairly large (for me) number of shares.
Posted by Rendevoustavern
Member since May 2018
1813 posts
Posted on 1/27/26 at 1:48 pm to
quote:

Vero Beach, FL


You mean beach front?
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27205 posts
Posted on 1/27/26 at 3:18 pm to
quote:

You mean beach front?


Probably.

It will be in Vero Beach, which combines old school small town with beach front better than any other small town in Florida, that I've seen. We have a nice lack of tourists...
Posted by Hangit
The Green Swamp
Member since Aug 2014
45935 posts
Posted on 1/27/26 at 4:25 pm to
quote:

they will need to optimize the graphene for their customers that will be using this graphene for specific purposes. I don't know if they have the budget to play around with and to create the different types of graphene that could be needed for a myriad of different applications


They have been selling kilos of graphene to different companies and have been creating a catalog of different recipes for different applications. These experiments have happened in KS and in Europe at the GEIC. HGRAF is the only tier 1 graphene company in the GEIC.

I am starting to wonder if the lab they are building at the Austin HQ is going to house the North American GEIC.
Posted by supadave3
Houston, TX
Member since Dec 2005
32001 posts
Posted on 1/28/26 at 6:13 am to
Medium Editorial

Here is an article written about HGRAF and how it could transform several industries. Also, positive comments about Kjristin. All opinion based though.
Posted by Snoopy04
Republic of Texas
Member since Aug 2015
3226 posts
Posted on 1/28/26 at 8:01 pm to
Posted by FieldEngineer
Member since Jan 2015
2734 posts
Posted on 1/29/26 at 9:46 am to
Could be a good day to add more shares, for anyone looking to get in.
Posted by Craft
Member since Oct 2019
1120 posts
Posted on 1/29/26 at 9:57 am to
That’s the quickest 5k I’ve ever lost
Posted by Neauxla
New Orleans
Member since Feb 2008
34155 posts
Posted on 1/29/26 at 10:20 am to
I added another 420 @ 2.56

Have another order at 2000 at 2.20
Posted by dkreller
Laffy
Member since Jan 2009
33682 posts
Posted on 1/29/26 at 10:28 am to
Just bought another 200 at 2.53
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27205 posts
Posted on 1/29/26 at 10:55 am to
quote:

That’s the quickest 5k I’ve ever lost


I bought in 5 months ago, at $1.01/share. I'm way ahead, but I'm still in the frame of mind that this is either going to the moon or I'm gonna lose all of it.

The price has gone up/down so many times in the last few months. I remember it being up around $3.20 or so, a few months ago, and then it went down to $1.90 a few weeks ago.

It's gonna go up and down. I don't think any of us are in it to take profits in order to move on. It's an all of nothing scenario for most of us. If they get rejected by the EPA, then I would be worried about the $5K. If the EPA application gets approved, then you're gonna profit a lot more than $5K.

This post was edited on 1/29/26 at 11:36 am
Posted by FieldEngineer
Member since Jan 2015
2734 posts
Posted on 1/30/26 at 8:46 am to
Picked up a few more shares this morning at 2.58.
Posted by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
3421 posts
Posted on 1/30/26 at 9:19 am to
quote:

I don't think any of us are in it to take profits in order to move on


I made that mistake early on. Bought in at 72 cents, took profit at $1.65. Of course now I wish I had not done that. Current basis is 3489 shares at $2.23.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27205 posts
Posted on 1/30/26 at 9:38 am to
quote:

took profit at $1.65. Of course now I wish I had not done that. Current basis is 3489 shares at $2.23.


That was early on in the game, and there was let clarity on the path to profitability for this company.

Your attitude is different, now. I think a lot of folks have changed their minds on this one.

If the EPA approval comes through, and the stock price triples, is anyone on here taking profits?
Posted by Dock Holiday
Member since Sep 2015
1877 posts
Posted on 1/30/26 at 9:53 am to
quote:

If the EPA approval comes through,


I feel pretty good about HGRAF approval happening based on EPA's broad approval/guidance on graphene they released in July. It's when that's painful.

quote:

and the stock price triples, is anyone on here taking profits?


I confident some will, but there will be many more willing to scoop up those shares. 3X is not where I will sell, but I can't seem to settle on my number. The more I read, the more I want to hold, but the voice in my head keeps saying something about pigs and hogs...
Posted by NaturalBeam
Member since Sep 2007
14855 posts
Posted on 1/30/26 at 9:54 am to
quote:

If the EPA approval comes through, and the stock price triples, is anyone on here taking profits?
I am not. I may even keep adding. I plan to hold for at least a year after approval to see what they can do with it.

This could be my retire-early stock, so I'm going to wait it out and see.
Posted by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
3421 posts
Posted on 1/30/26 at 10:12 am to
quote:

If the EPA approval comes through, and the stock price triples, is anyone on here taking profits?


Triples, no. 30x? maybe.

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