- 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 1/30/26 at 10:15 am to NaturalBeam
Posted on 1/30/26 at 10:15 am to NaturalBeam
quote:
This could be my retire-early stock, so I'm going to wait it out and see.
My position, although I'm 3 years from retiring regardless, so it's more of a lifestyle change in retirement investment.
If it goes to zero, it will hurt, but mostly because I will miss out on all the things I planned on doing with the money - going to Mars, negotiating World Peace, buying a 5* quarterback for the Tigers, trading in the wife, etc. I won't be killing my original retirement plans...
0
Posted on 1/30/26 at 10:15 am to Jax-Tiger
quote:
If the EPA approval comes through, and the stock price triples, is anyone on here taking profits?
Definitely maybe. It would be tough not to at least take my initial investment out and then play with house money.
Posted on 1/30/26 at 10:17 am to FieldEngineer
I have already taken out my initial investment but only have 750 shares left. Will add when I get some more funds.
Posted on 1/30/26 at 10:35 am to FieldEngineer
quote:
Definitely maybe. It would be tough not to at least take my initial investment out and then play with house money.
If this stock triples, and you take out your initial investment, which, I assume is not huge, where would you put it that you feel like you could do better?
Is your objective to diversify? Or just to be able to rationalize that there is no way you can lose money if you take the original investment out?
When I first invested in HGRAF, I thought it was a 20:1 longshot to be a good investment by the end of 2026. That was 5 months ago, and the odds have dropped considerably, in my mind.
Posted on 1/30/26 at 10:39 am to Naked Bootleg
quote:
Triples, no. 30x? maybe.
Triples is taking profits. 30X is more like you have hit the jackpot and you're going to enjoy it, not shift into another investment...
If it hits 30X, I will be selling some and start choosing a retirement date.
Posted on 1/30/26 at 11:10 am to Jax-Tiger
quote:
Or just to be able to rationalize that there is no way you can lose money if you take the original investment out?
Probably this. I’m not much of a gambler, so this would remove the possibility of losing the bet.
Posted on 1/30/26 at 11:15 am to Naked Bootleg
quote:
30x? maybe.
30X from todays $2.50? Yeah....buh bye!
Posted on 1/30/26 at 11:33 am to Jax-Tiger
quote:which do you feel more confident about? NBIS going to $200 or this going to $10 in the next 6 months?
When I first invested in HGRAF, I thought it was a 20:1 longshot to be a good investment by the end of 2026. That was 5 months ago, and the odds have dropped considerably, in my mind.
Posted on 1/30/26 at 2:17 pm to Neauxla
quote:
which do you feel more confident about? NBIS going to $200 or this going to $10 in the next 6 months?
I feel more confident in HGRAF, because I don't think NBIS will hit $200 in 6 months. $150, yes, but not $200. I could be wrong, but I think $150 is fair in 6 months. I think NBIS will hit $200 by early 2027.
If HGRAF gets EPA approval, listing on Nasdaq, and start producing graphene, they should hit $10, which they should do in 6 months. If they land a big contract with the DoW, they might hit $20 by the end of the year. I guess they could go beyond that if they land multiple large contracts, but they won't be making enough graphene to fulfill those contracts in 2026, and maybe not in 2027.
The good thing about HGRAF is that their capex is going to be very small. those Hyperion units will pay for themselves within 2-3 months, and they should be profitable if they can land the contracts to buy as much as they can produce.
IMO, NBIS has a lot of market sentiment to overcome. NBIS's target market is the enterprise market, not the hyperscaler clients that everyone is focused on. Once the enterprise customers decide to jump into AI, Nebius should differentiate from the competition and really take off. In the meantime, they have to overcome the negative sentiment and feeling that AI is not showing tangible results, yet. It's gotta be hard for investors to ignore $8B in revenue by the end of the year. Especially if they can articulate a path to profitability in the next couple of earnings reports. It's a hard sell if you keep getting less and less profitable as time goes on.
It's been said that there is going to be some thinning of the herd in the data center market, and I think NBIS is going to one of the competitors left standing at the end.
Posted on 2/1/26 at 12:20 pm to supadave3
quote:
HGRAF graphene is ‘harder than diamonds” and will revolutionize DOW application.
My concern is this. At 0.03% by weight additive, that means a ton of cement will take 3/10 of a kilogram per ton. A ton of graphene will treat 3000 tons of cement. In order to require 1000 tons of graphene, the customer will have to have 3 million tons of concrete. That is a lot of concrete. Are there any customers who will need that much?
I was hoping that batteries would drive up the demand, but it seems that batteries will continue to use lithium with a small percentage of graphene. Again, how much is really going to be needed to fulfil the demand?
They need about 2-3 thousand tons per billion dollars of revenue. Will there be enough demand to generate the kind of revenue to drive this stock to the moon? How long will it take to reach that kind of demand?
This post was edited on 2/1/26 at 12:23 pm
Posted on 2/1/26 at 12:39 pm to Jax-Tiger
I’m not sure that sheet graphene will be the application for cement.
That might be for First Graphene or NOVONIX.
Hgraph will have specialty usage where their ton cost a ton more than their ton.
That might be for First Graphene or NOVONIX.
Hgraph will have specialty usage where their ton cost a ton more than their ton.
Posted on 2/2/26 at 6:49 am to dstone12
quote:
where their ton cost a ton more than their ton.
I had to read that 4 times for it to make sense in my head, but I get it.
Posted on 2/2/26 at 8:55 am to Dock Holiday
There’s a fair amount of people selling off today. High volume with a declining price.
Posted on 2/2/26 at 8:57 am to FieldEngineer
I expect a slide the next couple of weeks. If we get to the end of February without any EPA news, no telling what it will do.
Posted on 2/2/26 at 9:09 am to NaturalBeam
President Trump announced a $12B plan to buy critical minerals this morning. This could be that people are figuring that HGRAF is going to miss this round of funding and are reallocating to get in on a bump elsewhere. 
Posted on 2/2/26 at 2:52 pm to Jax-Tiger
I'm so glad I learned about this recently and not a few weeks ago and bought this turd at $2.73 
Literally since the day I bought it, it has dropped every day.
Literally since the day I bought it, it has dropped every day.
Posted on 2/2/26 at 2:53 pm to Sho Nuff
Sell so we can profit.
Posted on 2/2/26 at 2:57 pm to Sho Nuff
I did the same. I check the board everyday and somehow I’m always last one in. I have a 2.75 average and down a lot.
Posted on 2/2/26 at 3:03 pm to ynlvr
quote:
Sell so we can profit.
I'm debating about DCA but I'm a little gun shy right now.
Page 116 of 119
Popular
Back to top
Follow TigerDroppings for LSU Football News