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Started By
Message
re: Spec Play - HGRAF
Posted on 2/11/26 at 1:00 pm to NaturalBeam
Posted on 2/11/26 at 1:00 pm to NaturalBeam
Lolz, thats some maniac shite that would only make me doubt anything that guy says. $4k? Insanity.
1
Posted on 2/11/26 at 1:02 pm to tiggerthetooth
quote:
Lolz, thats some maniac shite that would only make me doubt anything that guy says. $4k? Insanity.
Yeah, I can't take anything he says seriously after reading that.
Posted on 2/11/26 at 2:36 pm to NaturalBeam
I’ve been thinking of some of the arguments against Hgraf/graphene.
Some of them seem to hover around the Essential vs Optional nature of the product.
How do you really get folks to test, tweak, test again and then use when their current process seems to work fine.? “We’ve always done it this way”.
Yes there are amazing lab test and use cases, but what is the material cost difference. Yes, for some things and designs, smaller/stronger is needed but for others, why make a change?
Some commercial applications are all about performance and longevity but so many personal products are made with planned obsolescence.
When you have a versatile product that can do so much, how do you focus on any one use case. Should Hubron open up a Texas facility.
How many Hyperion units do you need to produce how much graphene at what price for the stock to be worth 1,000/share?
Some of them seem to hover around the Essential vs Optional nature of the product.
How do you really get folks to test, tweak, test again and then use when their current process seems to work fine.? “We’ve always done it this way”.
Yes there are amazing lab test and use cases, but what is the material cost difference. Yes, for some things and designs, smaller/stronger is needed but for others, why make a change?
Some commercial applications are all about performance and longevity but so many personal products are made with planned obsolescence.
When you have a versatile product that can do so much, how do you focus on any one use case. Should Hubron open up a Texas facility.
How many Hyperion units do you need to produce how much graphene at what price for the stock to be worth 1,000/share?
Posted on 2/11/26 at 2:47 pm to JperiodCperiod
I tend to agree, and have particularly though about the the planned obsolescence angle before. Add into how little of HGRAF's graphene is supposedly needed for these huge results, and it's hard to fathom them being able to sell enough to make this stock go well into the triple digits.
On the other hand, possible Dept. of War contracts could really be the gamechanger we need to quickly push this into relevance.
On the other hand, possible Dept. of War contracts could really be the gamechanger we need to quickly push this into relevance.
Posted on 2/11/26 at 3:35 pm to NaturalBeam
quote:
being able to sell enough to make this stock go well into the triple digits.
I honestly don't think triple digits are in play here. It's nice to think they are, but even if most everything fell right over the next 3 to 5 years someone will find a way (Chinese) to go around the current patents, that's the reality of business.
With a couple production facilities like the one talked about near Houston and a number of long-term contracts I could see $50-$70 as a real possibility, but they would need to produce and sell 1,000's on tons of graphene and hope they don't get undercut on price by TEMU graphene.
Posted on 2/11/26 at 3:58 pm to Dock Holiday
quote:
3 to 5 years someone will find a way (Chinese) to go around the current patents, that's the reality of business.
I would hope they sanction China for violating the patent laws. Probably won't prevent them from selling internally, but we might prevent products using knockoff graphene from entering the US.
Posted on 2/11/26 at 4:37 pm to Dock Holiday
quote:
I can't take anything he says seriously after reading that.
I dont think anything is off the table, but he said that tongue firmly in cheek.
I've said that I dont know where all the big (1000s of tons) customers are going to come from, but I also don't know all of the applications are going to be. There could be stuff we have no idea about.
I live in Florida. Could graphene be used in storm windows and shutters? What about in stucco and Hardy Plank?
Plastic seems like a huge use. Car batteries. What is insurance companies made it mandatory to put graphene in concrete for new construction, driveways and such? What is they start using it in steel for cars and airplanes?
This thing could be everywhere...
It's not going to all happen in 2026, though. 10 bucks a share would be good. 20 would be great...
Posted on 2/11/26 at 4:51 pm to Jax-Tiger
I agree the applications are limitless
Some of the posts above seem to imply that their will be resistance to change due to expense of graphene and they are correct
That said shampoo used to be produced in glass containers until it wasn’t
Soft drinks came in glass bottles until they didn’t
We couldn’t build skyscraper and suspension bridges until we could
Etc etc
Under estimate American ingenuity at your own financial peril
Some of the posts above seem to imply that their will be resistance to change due to expense of graphene and they are correct
That said shampoo used to be produced in glass containers until it wasn’t
Soft drinks came in glass bottles until they didn’t
We couldn’t build skyscraper and suspension bridges until we could
Etc etc
Under estimate American ingenuity at your own financial peril
Posted on 2/11/26 at 5:17 pm to masoncj
I like your thought process but how could you forget about the evolution of the wheel?
Posted on 2/11/26 at 5:39 pm to dkreller
HydroGraph Clean Power Inc.
@HydroGraphInc
"HydroGraph is hiring as we scale our U.S. operations in Austin."
"We’re currently recruiting for two roles on our Business Development team, supporting the commercialization of ultra-pure graphene across defense, government, and industrial markets." LINK
·
"???????? ?????? ???????????? ???????????????????? ?????????????????? ?????? ???????? ???????? ?????????????????????? ?????????????????||"
"Companies often struggle to realize graphene’s promised benefits when they first try it or can’t show a clear value proposition. Here's why." LINK
@HydroGraphInc
"HydroGraph is hiring as we scale our U.S. operations in Austin."
"We’re currently recruiting for two roles on our Business Development team, supporting the commercialization of ultra-pure graphene across defense, government, and industrial markets." LINK
·
"???????? ?????? ???????????? ???????????????????? ?????????????????? ?????? ???????? ???????? ?????????????????????? ?????????????????||"
"Companies often struggle to realize graphene’s promised benefits when they first try it or can’t show a clear value proposition. Here's why." LINK
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