Domain: tiger-web1.srvr.media3.us Spec Play - HGRAF | Page 146 | Money Talk
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re: Spec Play - HGRAF

Posted on 3/1/26 at 11:20 am to
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19694 posts
Posted on 3/1/26 at 11:20 am to
quote:

I don’t understand the price action today at all.


I’m by no means a smart investor but can tell you with conviction this thing is going to be all over the place until they’re loading graphene on trucks to buyers. I wouldn’t be shocked to see $2 or $10 until that happens.
Posted by dstone12
Texan
Member since Jan 2007
39479 posts
Posted on 3/1/26 at 11:24 am to
Secretly all the lower share holders are hoping for that $2.


Amirite?
Posted by David_DJS
Member since Aug 2005
22409 posts
Posted on 3/1/26 at 12:03 pm to
quote:

But we still only have 9,000 tons on hand and one Hyperion chamber with two more on the way.

It's about offtake agreements now. Manufacturing capacity isn't a trick. They have it well in hand and doesn't require much capex. Getting listed will be a nice bump but beyond that, it's path to $XX per share is paced by sales.
Posted by David_DJS
Member since Aug 2005
22409 posts
Posted on 3/1/26 at 12:35 pm to
quote:

Obviously I hope y’all are right, but what catalysts are you seeing that would double us up in the next month?

I think the acetylene contract is likely to be announced, and hopefully the Houston construction, but is that enough to keep us moving significantly upward? I was thinking those things would likely just hold us around $5-6.

Kerry basically said yesterday they are on track for NASDAQ by the end of June. And it doesn’t sound like any big purchase orders are coming for a few more months. Those are the things (along with institutional investing) that I thought would really get us over double digits. But y’all are thinking we get there even before those things?

Assuming management is competent, they’re likely "managing" how development milestones are sequenced/announced around a listing and share price milestones. In specialty chemicals, it’s common for HOAs or framework agreements to precede formal supply contracts. Only HGRAF knows where they stand in that regard, but I’d expect commercial groundwork to be further along than what’s publicly disclosed - as long as last week's private placement gives them sufficient runway to negotiate from strength.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27337 posts
Posted on 3/1/26 at 12:42 pm to
I will be watching to see how many Hyperion units they contract to build. If they ramp up, then they will be anticipating big contracts. If they go slow, I'm worried...
Posted by PeteRose
Hall of Fame
Member since Aug 2014
18044 posts
Posted on 3/1/26 at 12:50 pm to
I just transferred some money into Schwab and looking to buy more tomorrow. I can’t remember exactly but is theres a waiting period to buy HGRAF after the deposit?
Posted by meeple
Carcassonne
Member since May 2011
10963 posts
Posted on 3/1/26 at 1:02 pm to
Yeah I’m in the same boat it takes what seems like a week to get settled with Schwab.
Posted by meeple
Carcassonne
Member since May 2011
10963 posts
Posted on 3/1/26 at 1:03 pm to
quote:

And then if you have an emergency, sell some stock.

Ah I see what you meant now….

quote:

If I misunderstood you, I apologize

You didn’t, and not necessary
Posted by PeteRose
Hall of Fame
Member since Aug 2014
18044 posts
Posted on 3/1/26 at 1:20 pm to
quote:

Yeah I’m in the same boat it takes what seems like a week to get settled with Schwab.


Sucks if you have to wait to buy only to see the price climb up.
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