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2
Posted on 8/7/25 at 12:43 pm to igoringa
im about to pull the trigger but why do all of yall feel so good about this? Im thinking 1k but might go up to 5k
Posted on 8/7/25 at 12:53 pm to dallastiger55
quote:
im about to pull the trigger but why do all of yall feel so good about this? Im thinking 1k but might go up to 5k
The CEO is hott
Posted on 8/7/25 at 1:12 pm to dallastiger55
Because it seems like the science is legit and it’s mostly off the radar. Plus I only put in $1k so if it goes to $0 it’s not a back breaker. But if it’s successful and they hit the NASDAQ there’s remarkable upside.
Pure speculation though.
Pure speculation though.
Posted on 8/7/25 at 1:25 pm to dallastiger55
Looks like a good entry point to me - about $.90
Posted on 8/7/25 at 4:18 pm to dallastiger55
quote:Much will be discussed here. It just came out.
im about to pull the trigger but why do all of yall feel so good about this?
Hydrograph. A Thousand Dollar Stock?
Both of these men have interviewed the CEO, and Kevin is the guy who bought 18 million shares.
This post was edited on 8/7/25 at 4:19 pm
Posted on 8/7/25 at 4:25 pm to bayoubengals88
quote:
Thousand Dollar Stock
Lie to me
Abuse me
I deserve it. In for 2000 shares last week.
Probably heading for .39 cents.
Posted on 8/7/25 at 5:41 pm to dstone12
This thread has major SLI 2020 vibes to it.
Posted on 8/7/25 at 6:40 pm to ColoradoAg03
It is what it is!
Posted on 8/7/25 at 6:53 pm to igoringa
Never mind, this is Graphene and not Hydrogen.
This post was edited on 8/15/25 at 6:43 am
Posted on 8/7/25 at 7:09 pm to Saunson69
quote:
I literally am in clean hydrogen plant developer in this exact sector, building a $1.5 billion Clean Hydrogen plant in LA or WV right now. I am a developer on the finance side, but know the engineering bc I'm a degreed engineer too. I will do research on what they are doing. I am very familiar with what technology works in green hydrogen. What is too expensive (electrolyzers). What Tech has an absurd capex per metric ton of Hydrogen produced per day (MTPD H2). I try to convince purchasers of clean Hydrogen to buy our product, and know exactly what they are willing to pay for Green Hydrogen verse Grey Hydrogen (CO2 emitting). I will see if they have any details on their offtake contracts, if they have any, if they have any under LOI right now. Usually refineries which use Hydrogen for the cracking process will pay up to $1.05 per kg of grey hydrogen. They might budge up to $1.30 per kg for green hydrogen. I know what investment firms, private equity firms' appetite is for investment in this space. I just created a full 3 statement financial model for a clean hydrogen plant last week, so can tell you how much I believe what they're listing as capex/opex/revenue per kg H2 is.
I am very familiar with the Inflation Reduction Act 45V Hydrogen production tax credit, and what qualifies to receive the $3.00/kg H2, $1.00/kg H2, $0.60/kg H2. I will see what their emissions are to see what tax credit they will get as it is huge. If their emissions are under 0.4 MT of CO2 per MT of H2 (Hydrogen), they will qualify for the $3.00 per kg H2 which is huge. It is a big drop off next tier up when you hit 0.4-1.0 MT of CO2 per MT of H2 because you only get $1.00 per kg H2.
Remember, the 45V Hydrogen Production Tax Credit requires 5% of construction capex to be paid and started by Jan 1, 2028. You need to hit FID by EOY 2027, or your project will NOT receive the 45V tax credit, and extremely likely cancel. Many investors are hesitant to get into this space. I have been on many calls with private equity firms that say "We want to be green", but when they get into the finer details and how expensive everything is, they don't actually want to be green.
I will read up on this and report back based on my multi-year experience in clean hydrogen plant developer in asset management, some engineering experience.
I'm looking forward to hearing your thoughts on their manufacturing of graphene. Your expertise is welcome here.
Posted on 8/7/25 at 7:15 pm to Nursie21
I added a little more if you want to read. I look forward to reading up on this.
Posted on 8/7/25 at 7:19 pm to Saunson69
quote:
I added a little more if you want to read. I look forward to reading up on this.
I read it all. I look forward to your opinion.
Posted on 8/7/25 at 7:22 pm to ColoradoAg03
quote:
This thread has major SLI 2020 vibes to it.
So you're saying I'm about to make a lot of money? Then buy back in when it goes down? Hells yes!
Posted on 8/7/25 at 7:29 pm to Saunson69
I’m not even smart enough to understand your post but based on the YouTube link above the process ignites acetylene to produce hydrogen, heat and the graphene. The hydrogen is a by product that may be marketable.
How would the hydrogen market and cost of hydrogen you describe impact this base process? Is acetylene bought/ sold the same way?
Or am I totally wrong on the process?
How would the hydrogen market and cost of hydrogen you describe impact this base process? Is acetylene bought/ sold the same way?
Or am I totally wrong on the process?
This post was edited on 8/7/25 at 7:43 pm
Posted on 8/7/25 at 7:31 pm to ColoradoAg03
quote:
This thread has major SLI 2020 vibes to it.
that was an interesting observation, and I see the commonalities. I did extremely well in SLI sold about 10. I've actually re-entered around two recently.
But one of the key lessons from that investment where you had the hype, the process and everything in place - except key deadlines and milestones would be missed. Lanxess was silent and not interested and they had the most to gain.
that will be a reasonable lens to look at this one. If the commercial contracts do not come by the end of this year for small and next year for big then that would tell us a lot. I think it's even important for confidence that the acetylene deal close in the next month or two given that's the timeline the CEO set.
Posted on 8/7/25 at 7:40 pm to igoringa
quote:
I think it's even important for confidence that the acetylene deal close in the next month or two given that's the timeline the CEO set.
I was relistening to the interview between Kevin and Kjirstin today, and noticed that she mentioned Houston, and I'm almost sure she was discussing the acetylene part. Made me wonder did she mis-speak or is the plant going to be in Houston vs Austin? I was mowing so maybe I misheard.
Like you, I'd like to see some milestones and deadlines actually hit.
Posted on 8/7/25 at 7:43 pm to Nursie21
Kevin said $1,000 per share is a LAY UP!! 
Posted on 8/7/25 at 7:45 pm to bayoubengals88
Obviously we know that’s bullshite. It’ll split several times to keep it around 100. 
Posted on 8/7/25 at 7:45 pm to igoringa
Regarding SLI?
What’s the capex comparison?
What’s the capex comparison?
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