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Message
re: Spec Play - HGRAF
Posted on 8/7/25 at 7:46 pm to bayoubengals88
Posted on 8/7/25 at 7:46 pm to bayoubengals88
quote:
Kevin said $1,000 per share is a LAY UP!!
You know what I heard him say that got my attention, was the possibility of a takeover.
So, I guess one of these big companies, Elon, etc, just like the tech enough and buy 51% or more. Then what?
1
Posted on 8/7/25 at 8:42 pm to Nursie21
quote:
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.
Houston would definitiely have more potential providers. i know corporate is going to Austin - the CEO is already there
Posted on 8/7/25 at 8:49 pm to bayoubengals88
quote:
Regarding SLI? What’s the capex comparison?
oh no comparison there at all - SLI needed/needs hundreds of millions if not billions with multi year payback.
the similarities are on novel method/tech- in terms of hype around it.
hgraf has way more going for it in all aspects - the too good to be true goldilocks feel that intimidates some
Posted on 8/7/25 at 8:55 pm to igoringa
quote:And THAT’S my point. Can’t be overstated.
oh no comparison there at all - SLI needed/needs hundreds of millions if not billions with multi year payback.
Posted on 8/7/25 at 9:38 pm to SquatchDawg
quote:
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 is very untypical way to make hydrogen.
This post was edited on 8/15/25 at 6:42 am
Posted on 8/7/25 at 10:02 pm to SquatchDawg
This isn't Hydrogen. Graphene? I have absolutely 0 clue there.
This post was edited on 8/15/25 at 6:42 am
Posted on 8/7/25 at 10:36 pm to Saunson69
quote:
Hate sounding sexist, but the founder being a 33 year old looking blonde, appears to have botox, pretty and made up female straight off the bat is a red flag to me.
dude - you look ridiculous.
1) she is not the founder. She is not the inventor.
2) the inventor and the holder of the patents is a 48 year tenured professor from Kansas State University. he is in his early 80's and has been published over 300 times and named professor of the year on a national level in 2007. this thread has multiple interviews and discussions about him. perhaps he will hit your high bar of relevance.
i have no problem with contrarian positions but this is just not factual - nevermind effectively stereotype and character assassination
This post was edited on 8/7/25 at 10:39 pm
Posted on 8/7/25 at 11:09 pm to Saunson69
quote:What on earth are you talking about?
Saunson69
They make synthetic Graphene.
Dr. Sorensen of KSU first discovered the method in 2006 and spent the next 8 years verifying what he did until he finally looked to patent it in 2014.
Regarding the CEO, you just spewed a bunch of bull shite before you even listened to her. Does this kind of nonsense typically work for you?
Posted on 8/7/25 at 11:25 pm to igoringa
Definitive offtake contracts is what I'd first look at. Has some company out there signed the dotted line saying "Yes I will buy 40 metric tons per day of graphene from you for the next 15 years at X dollars per kg." Being a chemical developer, EVERYTHING works backs from the offtake contracts. They are by far the #1 most important thing. Everything hinges off them. You are an idea without them.
Do they have that?
Do they have that?
This post was edited on 8/7/25 at 11:28 pm
Posted on 8/7/25 at 11:26 pm to bayoubengals88
quote:
Regarding the CEO, you just spewed a bunch of bull shite before you even listened to her. Does this kind of nonsense typically work for you?
Yes, sizing someone up based on physical appearance and how they talk is an incredibly useful skill to have in life.
Posted on 8/7/25 at 11:53 pm to Saunson69
quote:
Yes, sizing someone up based on physical appearance and how they talk is an incredibly useful skill to have in life.
Do you know how many companies failed with men at the helm? That suit and strong handshake was great though!
Let's not fall off course here though. Let's talk about the product and these future contracts because at the end of the day that is all that matters.
Posted on 8/8/25 at 12:03 am to igoringa
From their IR deck on their website: "We produce the highest quality graphene in the industry at the greatest cost efficiency. HydroGraph uses a patented “explosion synthesis process”, which yields the highest purity, most powerful graphene in the industry. Our production process is the most environmentally friendly process in the world, and commercialization has begun"
So to them, they are #1 in the whole industry in:
- Highest quality graphene
- Greatest cost efficiency
- Most powerful graphene
- Most environmentally friendly
There's one phrase in there that sticks out more so than anything else to me. "Has begun". Not "We have definitive, binding offtake agreements for our 10 tons per day signed for the next 15 years production", but "Has begun".
The offtake will usually tell a more true story than the developer.
So to them, they are #1 in the whole industry in:
- Highest quality graphene
- Greatest cost efficiency
- Most powerful graphene
- Most environmentally friendly
There's one phrase in there that sticks out more so than anything else to me. "Has begun". Not "We have definitive, binding offtake agreements for our 10 tons per day signed for the next 15 years production", but "Has begun".
The offtake will usually tell a more true story than the developer.
This post was edited on 8/15/25 at 6:44 am
Posted on 8/8/25 at 12:15 am to DoomGuy504
TLDR: Binding offtake agreement is the biggest thing here. A graphene purchaser would probably only buy from this company if HGRAF beat their current purchase price, or offered a higher purity, but still with a lower price/pure kg of graphene compared to the current seller to them. One of the 2. There'd be no reason to switch to a pre-revenue startup, HGRAF, to just switch for the same price or purity that they're currently buying at. I don't think HGRAF would sell their product at a loss. Some companies do to start out, but most won't. So if there is a binding contract for HGRAF, that tells me the offtake sees HGRAF as better than where ever they are buying from now, and that HGRAF can make a profit at a price lower than the market.
That's why a definitive, binding offtake contract is not just the biggest thing here. It is the ONLY thing.
I repeat definitive, binding several times because so many startups will say "We got our 1st contract!!" Only to learn it is an LOI (letter of intent). LOIs are meaningless. HGRAF could put 1/2 the price of competitors on an LOI, both parties would sign, as there is no due diligence or binding to an LOI. It's just interest and no obligation as most here would probably know.
That's why a definitive, binding offtake contract is not just the biggest thing here. It is the ONLY thing.
I repeat definitive, binding several times because so many startups will say "We got our 1st contract!!" Only to learn it is an LOI (letter of intent). LOIs are meaningless. HGRAF could put 1/2 the price of competitors on an LOI, both parties would sign, as there is no due diligence or binding to an LOI. It's just interest and no obligation as most here would probably know.
This post was edited on 8/8/25 at 12:25 am
Posted on 8/8/25 at 12:35 am to DoomGuy504
26% of their outstanding shares being in warrants and options is kind of a killer. What that means is if this thing starts to take off even more, you're going to see potentially a good amount of those warrants and options exercised, then that is an absolute stock price killer. Most lessons I've learned in life were from pain. My dad didn't teach me growing up "Son, watch out for public companies that have a higher warrant and option ratio to outstanding shares, because when they exercise, you're gonna get killed." 
. No, I had to learn that through how most people do. Getting burnt.
. No, I had to learn that through how most people do. Getting burnt.
Posted on 8/8/25 at 6:21 am to Saunson69
quote:
Do they have that?
Not yet, but if they did the stock would be trading a hell of a lot higher than it is now. Thus the spec play.
Posted on 8/8/25 at 6:23 am to Saunson69
Great insight - so you won’t be purchasing …got it
1. because the CEO is good looking. 2. The companies patented process is unproven and inefficient in making hydrogen….which is a waste product from the process to make Graphene which is why they are in business to start with. 3. Outstanding stock warrants that are due up in Sept that are in the money and will be excercised
Just wonderful analyst there. Lmao!
1. because the CEO is good looking. 2. The companies patented process is unproven and inefficient in making hydrogen….which is a waste product from the process to make Graphene which is why they are in business to start with. 3. Outstanding stock warrants that are due up in Sept that are in the money and will be excercised
Just wonderful analyst there. Lmao!
This post was edited on 8/8/25 at 6:50 am
Posted on 8/8/25 at 6:31 am to masoncj
quote:
because the CEO is good looking
To be fair this is a red flag for me too. Not because of her gender or appearance but because of her age and experience. I’d like to see a CEO with a proven record of bringing materials start ups to market.
That said, she does have a background in start ups and was elevated after being with the company for several years. Also, the other Officers look pretty solid.
The contracting is a big piece but I understand that buyers will need a period of time in product testing before making a commitment. I will probably just hang on through 2025 to see if a company commits to using their graphene. If that happens it will be proof this is a marketable product.
Posted on 8/8/25 at 6:46 am to Nursie21
quote:
So, I guess one of these big companies, Elon, etc, just like the tech enough and buy 51% or more. Then what?
Game over. You get paid, but not nearly as much as you wanted.
(This is typically seen as a win. I disagree in this case).
This post was edited on 8/8/25 at 6:47 am
Posted on 8/8/25 at 6:56 am to Saunson69
quote:
Saunson69
I think the problem here is that you’re assuming 100% of everything and writing back against wrong info or a straw man that you’ve created.
If you listened to just one ceo interview most of your points would be either totally moot, or answered.
Posted on 8/8/25 at 7:06 am to masoncj
quote:
Just wonderful analyst there. Lmao!
Y’all can’t get your panties in a wad either way over the analysis of a penny stock
This post was edited on 8/8/25 at 7:06 am
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