Domain: tiger-web1.srvr.media3.us Spec Play - HGRAF | Page 125 | Money Talk
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re: Spec Play - HGRAF

Posted on 2/20/26 at 8:11 am to
Posted by NaturalBeam
Member since Sep 2007
14872 posts
Posted on 2/20/26 at 8:11 am to
quote:


I always expect pullbacks on Fridays. Don’t know why.
That has been the trend for the last several months, however I feel like that trend will be bucked this week. There's just too much smoke and speculation around EPA approval and no one who has been following this wants to get left out trying to swing trade.

Of course, I probably just jinxed us...
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27281 posts
Posted on 2/20/26 at 8:42 am to
quote:

Of course, I probably just jinxed us...


I'm okay with a pause. Sometimes when a stock shoots up like this before good news, it suppresses the momentum of the good news, as investors figure that the good news is already baked in.
Posted by Dock Holiday
Member since Sep 2015
1907 posts
Posted on 2/20/26 at 8:59 am to
30 minutes into trading and volume is near 500K shares
Posted by Hangit
The Green Swamp
Member since Aug 2014
46072 posts
Posted on 2/20/26 at 9:54 am to
There is a dude that is communicating with Jim Atwood at the EPA. He post their communications on X. I believe most, if not all, are familiar with this.

On 2-4 he was told that the EPA approval would be 2-3 weeks. That is Feb. 18th to 24th. The latest communication has moved the goalposts, yet again, to "by the end of the month. That came with a caveat of "Unless Hangit's luck holds, whereby this will get pushed back indefinitely, as long as we can make up reasons to keep a brother down."

Good luck on this month happening.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27281 posts
Posted on 2/20/26 at 10:02 am to
quote:

On 2-4 he was told that the EPA approval would be 2-3 weeks. That is Feb. 18th to 24th. The latest communication has moved the goalposts, yet again, to "by the end of the month. That came with a caveat of "Unless Hangit's luck holds, whereby this will get pushed back indefinitely, as long as we can make up reasons to keep a brother down."

Good luck on this month happening.


I think the only reasonable solution is for you to sell your shares...

Posted by Dock Holiday
Member since Sep 2015
1907 posts
Posted on 2/20/26 at 10:27 am to
quote:

On 2-4 he was told that the EPA approval would be 2-3 weeks. That is Feb. 18th to 24th. The latest communication has moved the goalposts, yet again, to "by the end of the month.


I actually don't agree, no goal posts have been moved by anyone, certainly not anyone in the HG camp.

2-4-26 plus 21 days = 2-25-26, that's only 3 days before the end of February. If we are 2 weeks into March and no announcement, THEN my jimmies will be rustled.
Posted by Hangit
The Green Swamp
Member since Aug 2014
46072 posts
Posted on 2/20/26 at 10:42 am to
quote:

certainly not anyone in the HG camp.


I did not say HG camp. I specifically said JA said both dates. He changed the dates two weeks after he said a week or two.

And JaxT, if I sold this morning, it would jump $1 this afternoon and close the month at $100.

GLTA
Posted by RJSambola
Member since Jun 2012
380 posts
Posted on 2/20/26 at 10:47 am to
Well...we're waiting...
Posted by Hangit
The Green Swamp
Member since Aug 2014
46072 posts
Posted on 2/20/26 at 11:18 am to
quote:

Well...we're waiting...


Can't. I just passed a hunnit in unrealized profit. If I realize them, the gubmint will want to gouge too much. Waiting patiently.
Posted by FAT SEXY
California
Member since Jun 2020
1780 posts
Posted on 2/20/26 at 11:33 am to
I'm net free on several thousand shares. Gonna let it ride.

Hoping you boys that loaded the boat are rewarded handsomely
Posted by Hangit
The Green Swamp
Member since Aug 2014
46072 posts
Posted on 2/20/26 at 12:03 pm to
Thanks Phat

I am vv patient on this one, at least until early Sept. of 2029. When I bought everything was screaming "4 years to generational wealth."

I even have The Canadian saying "The stock market is how the patient extract so much wealth from the impatient."
Posted by Dock Holiday
Member since Sep 2015
1907 posts
Posted on 2/20/26 at 12:15 pm to
ho hum tree fifty here we come...
Posted by Hangit
The Green Swamp
Member since Aug 2014
46072 posts
Posted on 2/20/26 at 12:17 pm to
quote:

ho hum tree fifty here we come


We need it to hit tree fitty to have another 10% day. I am not tired of 10% days yet.
Posted by DoomGuy504
Member since May 2024
400 posts
Posted on 2/20/26 at 12:35 pm to
These daily increases are reminding me of the SLI timeline. This is great. LET'S GO!!!!
Posted by Neauxla
New Orleans
Member since Feb 2008
34193 posts
Posted on 2/20/26 at 12:41 pm to
this reminds me of NBIS in October before the bottom fell out.
Posted by DoomGuy504
Member since May 2024
400 posts
Posted on 2/20/26 at 1:02 pm to
quote:

this reminds me of NBIS in October before the bottom fell out.



Didn't you say you didn't jump into this? If so then take this negativity somewhere else, devil woman!
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27281 posts
Posted on 2/20/26 at 1:30 pm to
quote:

this reminds me of NBIS in October before the bottom fell out.


I have a feeling that this one will test our patience before it's all over.

Never count your money until the dealin's done...

I think we've all been riding this out to see if HGRAF is a legit company. If they get EPA financing, open a new headquarters building, and build a production facility, then they are a legit company.

The next question is, "where are the customers?". That's where it will get dicy, IMO. The institutional investors will get in there and start fricking with the price, just like they did with NBIS. They will drive the price down and try to drive you out. I hope all that fluctuation is between $20 and $40, not $1 and $5, though, while we're waiting for the next breakout customer..

If we want this to play out this year, we're going to have to hope the market rewards potential, because HGRAF is not going to be able to make enough graphene in 2026 to have a multi-billion dollar revenue stream. They may not have enough capacity in 2027 to do that.

If HGRAF gets a contract in the next year with a couple of big players, then the price is going to comfortably be in double digits and our profits will be somewhat secure and we can wait for it to play out.

If the big guys, like the DoW and Tesla don't sign up right away, the doubts will set in, and we'll be wondering if we did the right thing. Especially as the big institutional buyers start playing their short games and shite...
Posted by NaturalBeam
Member since Sep 2007
14872 posts
Posted on 2/20/26 at 1:41 pm to
Completely agree. As much as I want this to continually climb to triple digits by next year, that ain't happening.

I could see us getting bogged down for a few years while we see how well this team can execute. But like you said, if that stagnation happens in the comfortable double digit range, that is a lot more palatable considering the price we all got in at - and I'll be ok with letting it ride for a while at the chance for a lottery ticket.

Posted by Neauxla
New Orleans
Member since Feb 2008
34193 posts
Posted on 2/20/26 at 1:59 pm to
quote:

Didn't you say you didn't jump into this? If so then take this negativity somewhere else, devil woman!
I have several thousand shares. I just didn’t add more yesterday like I did when I bought a ton of NBIS in October
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27281 posts
Posted on 2/20/26 at 2:30 pm to
quote:

I could see us getting bogged down for a few years while we see how well this team can execute.


If they can get a big contract or two this year, we should be okay. If we don't, we'll have to either wait for them to materialize, or sell.

I think the EPA approval will lead to a new floor that will be somewhere around where we are, now. The big contracts will be essential if it's going to bust out from the single digits.
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