- 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 2/20/26 at 2:40 pm to Jax-Tiger
Posted on 2/20/26 at 2:40 pm to Jax-Tiger
Any credence to the notion they get EPA approval and then sell/get acquired? I could see someone like 3M, Dow, or one of the major plastics companies jumping at this opportunity to diversify their own offerings while also making sure graphene doesn't have a substantial impact on their own products. The, if you can't beat em buy em mentality.
2
Posted on 2/20/26 at 2:49 pm to Rendevoustavern
I think they’ll absolutely get acquired.
Posted on 2/20/26 at 3:19 pm to Rendevoustavern
quote:
Any credence to the notion they get EPA approval and then sell/get acquired? I could see someone like 3M, Dow, or one of the major plastics companies jumping at this opportunity to diversify their own offerings while also making sure graphene doesn't have a substantial impact on their own products. The, if you can't beat em buy em mentality.
Yes. That may be the most likely scenario and also the 2nd best scenario (after going to the moon).
If the product is good, the company is not going to be acquired for $3.50/share, IMO. I would think a company with this kind of potential would be at least in the double digits. Hell, the patents they have alone could be worth billions.
Posted on 2/20/26 at 3:26 pm to Jax-Tiger
quote:
patents they have alone could be worth billions
I agree with this sentiment which is why I think a $10-15bn valuation is probably a reasonable acquisition point post EPA approval but pre-sales. If the business starts cash flowing there is zero chance they sell and will likely be a stand alone cash cow for a while - unless some heavy bags enter the room - $100bn+ territory (which would be 1000x current
). 
Posted on 2/20/26 at 4:02 pm to Jax-Tiger
I think this plays out exactly as you suggest other than if this is as revolutionary as we all hope it is, we could see some of the test case companies locking in early for a competitive advantage. That will make things very interesting.
Let’s just get EPA approvals first before we start picking out colors for the Lambo.
Let’s just get EPA approvals first before we start picking out colors for the Lambo.
Posted on 2/20/26 at 4:03 pm to Neauxla
quote:
I have several thousand shares
Then come back on in but stay hopeful! We got this. Thing isn't even listed yet.
Jax - you might need to take a break and check back in during March or you're going to drive yourself insane!
Posted on 2/20/26 at 4:05 pm to Rendevoustavern
quote:
If the business starts cash flowing there is zero chance they sell and will likely be a stand alone cash cow for a while - unless some heavy bags enter the room - $100bn+ territory (which would be 1000x current
I think HGRAF executive team probably already knows the answer to this question.They have been working with a lot of clients, and I'm sure they know if there is interest. The DoW, Tesla, and whomever else is probably already trying to get their order in. They will want to be first in line, once they scale up.
Posted on 2/20/26 at 5:32 pm to Jax-Tiger
Per Kevin Bambrough yesterday...
"I’ve found single applications that are possibly uniquely available to fractal graphene aggregates that could be worth billions.
Still work to be done in labs. But, seriously… many of these applications could prove to be massive vertical that deliver huge profits.
So many amazing applications it’s extremely difficult to decide which ones to focus on more"
LINK
"I’ve found single applications that are possibly uniquely available to fractal graphene aggregates that could be worth billions.
Still work to be done in labs. But, seriously… many of these applications could prove to be massive vertical that deliver huge profits.
So many amazing applications it’s extremely difficult to decide which ones to focus on more"
LINK
Posted on 2/20/26 at 6:14 pm to SquatchDawg
quote:
Let’s just get EPA approvals first before we start picking out colors for the Lambo.
I’ve actually been in a red one. Nice car but without working AC in July , it kinda lost some of its aura.
Posted on 2/20/26 at 7:07 pm to PeteRose
Posted on 2/20/26 at 7:18 pm to tiggerthetooth
Wow that’s a deep organization
Posted on 2/20/26 at 7:46 pm to meeple
It will also be interesting to bet on some of the companies that adopt fractal graphene.
On one hand it is not a step toward diversification. On the other, it would be nice to have vertical investments compounding the wave.
On one hand it is not a step toward diversification. On the other, it would be nice to have vertical investments compounding the wave.
Page 126 of 126
Popular
Back to top
Follow TigerDroppings for LSU Football News