- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- 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 3/5/26 at 6:47 pm to Jax-Tiger
Posted on 3/5/26 at 6:47 pm to Jax-Tiger
I'm of the belief that DoW and MIC have been testing graphene for awhile now. HGRAF is most probably at the very top of their list.
Bottom line is they don't have 2 years, due to world threats and current events. If graphene is found to improve their weaponry 10 - 20% the will accelerate it's adoption. Example: If graphene infused lubricants are found to improve performance, reduce failure rates and extend maintenance periods they will be all in.
Just my thoughts
Bottom line is they don't have 2 years, due to world threats and current events. If graphene is found to improve their weaponry 10 - 20% the will accelerate it's adoption. Example: If graphene infused lubricants are found to improve performance, reduce failure rates and extend maintenance periods they will be all in.
Just my thoughts
0
Posted on 3/5/26 at 7:25 pm to dstone12
quote:
What are the dimensions of the sheets?
What sheets are you speaking of?
Posted on 3/5/26 at 7:40 pm to Swamp puppy
The pure graphene sheets.
Posted on 3/5/26 at 7:55 pm to dstone12
{The pure graphene sheets.}
You guys who know nothing about Chemistry crack me up.
Yall need to learn about organic chemistry, Single and double bonded molecules, how to build long polymer chains etc...
She is talking about sheets that are one atom thick.
This is nothing you can see or understand with the naked eye.
This is nano technology.
You guys who know nothing about Chemistry crack me up.
Yall need to learn about organic chemistry, Single and double bonded molecules, how to build long polymer chains etc...
She is talking about sheets that are one atom thick.
This is nothing you can see or understand with the naked eye.
This is nano technology.
Posted on 3/5/26 at 7:59 pm to Guntoter1
quote:
You guys who know nothing about Chemistry crack me up. Yall need to learn about organic chemistry, Single and double bonded molecules, how to build long polymer chains etc... She is talking about sheets that are one atom thick. This is nothing you can see or understand with the naked eye. This is nano technology.
Thanks Einstein for giving us the one dimension we knew about pure graphene. It’s one atom thick.
You’re acting like since you cannot see it that it doesn’t deserve a measurement. Nano tech has measurements too, grasshopper. The Hyperion machines have parameters.
You guys that took chemistry….lawd.
This post was edited on 3/5/26 at 8:01 pm
Posted on 3/5/26 at 9:16 pm to dstone12
I wonder how gas companies make any money manufacturing shite they can’t see.
Posted on 3/5/26 at 9:57 pm to dstone12
{You guys that took chemistry….lawd.}
Sorry, but let me explain.
Raw graphene will probably be similar to Crude oil or better explanation is like a Benzene ring that comes from oil or petroleum.
A benzene ring is a multi-sided molecule that can be manipulated.
From crude oil we can get almost unlimited variations of the chemistry to give us Gasoline, Motor oil, plastics of all variations, PVC, Resins for Glue, etc,,etc..
Graphene is carbon based just like oil. And pure Graphene is very very useful because it can be manipulated just like oil.
They will be able to add components to the graphene to chemicaly and structurally alter it on a molecular level which will give it differnt properties.
But they just cant pour graphene into a vat of plastic and now its lighter and stonger, it will have to be done at the correct temperature and ratios etc.. in order for it to work.
This is the reason for the GEIC that they always talk about.
GEIC is like a co-op where Graphene producers pool resources to do research to show the benefits and processes needed to improve the products that we already have.
GEIC will do the research so BASF, EXXON and DOW wont have to.
So i have no doubt that this company will be successful eventually.
The problem is getting the horse and buggy companies to understand that HGRAF has invented a better mouse trap.
Sorry, but let me explain.
Raw graphene will probably be similar to Crude oil or better explanation is like a Benzene ring that comes from oil or petroleum.
A benzene ring is a multi-sided molecule that can be manipulated.
From crude oil we can get almost unlimited variations of the chemistry to give us Gasoline, Motor oil, plastics of all variations, PVC, Resins for Glue, etc,,etc..
Graphene is carbon based just like oil. And pure Graphene is very very useful because it can be manipulated just like oil.
They will be able to add components to the graphene to chemicaly and structurally alter it on a molecular level which will give it differnt properties.
But they just cant pour graphene into a vat of plastic and now its lighter and stonger, it will have to be done at the correct temperature and ratios etc.. in order for it to work.
This is the reason for the GEIC that they always talk about.
GEIC is like a co-op where Graphene producers pool resources to do research to show the benefits and processes needed to improve the products that we already have.
GEIC will do the research so BASF, EXXON and DOW wont have to.
So i have no doubt that this company will be successful eventually.
The problem is getting the horse and buggy companies to understand that HGRAF has invented a better mouse trap.
Posted on 3/5/26 at 10:28 pm to Guntoter1
You just stated the obvious for those who know and don’t know chemistry.
Posted on 3/6/26 at 6:30 am to dkreller
Graphene for Data Centers?
The fact that HG’s website is posting this gives me a glimmer of hope that they could be talking to some data centers. It could be the perfect storm considering how many will be built in the next few years.
Also, Kerry said in his recent interview that they’re talking to 5-7 potential customers who would need in the 1000 tonnage…
The fact that HG’s website is posting this gives me a glimmer of hope that they could be talking to some data centers. It could be the perfect storm considering how many will be built in the next few years.
Also, Kerry said in his recent interview that they’re talking to 5-7 potential customers who would need in the 1000 tonnage…
This post was edited on 3/6/26 at 6:36 am
Posted on 3/6/26 at 6:46 am to NaturalBeam
quote:
Also, Kerry said in his recent interview that they’re talking to 5-7 potential customers who would need in the 1000 tonnage…
HGRAF doesn't have the capacity for that, but it would be nice to see a huge backlog, because that can drive prices up and this stock could act like a tech stock with regard to valuation.
Posted on 3/6/26 at 7:07 am to Jax-Tiger
True but the data center craze is just kicking off. Them talking to customers who are a few years out isn’t too unrealistic.
This post was edited on 3/6/26 at 7:44 am
Posted on 3/6/26 at 7:07 am to Jax-Tiger
quote:
HGRAF doesn't have the capacity for that, but it would be nice to see a huge backlog, because that can drive prices up and this stock could act like a tech stock with regard to valuation.
Good things take time and that’s how it should be. It’s be weird to go from 0 ton to 3k ton in a couple of weeks as it sounds too easy and fake. Most in here are in it for the long term. And that means delayed, delayed instant gratification. And then more delayed gratification. Look at Nvidia. It took their stock 17 years to reach $1. I’m not calling HG the next NVDA but just saying the company timeline is going pretty fast.
Posted on 3/6/26 at 7:13 am to Jax-Tiger
I appreciate your concern for their ability to produce whatever demand there is.
They will be located in the heart of where things are made of carbon steel like quaker makes oatmeal. These vessels don't look hard to make, and fabricators and welders are a dime a dozen in the greater Houston area.
My concern is the demand there yet?
I'll guess we'll know the answer to both soon enough, huh?
They will be located in the heart of where things are made of carbon steel like quaker makes oatmeal. These vessels don't look hard to make, and fabricators and welders are a dime a dozen in the greater Houston area.
My concern is the demand there yet?
I'll guess we'll know the answer to both soon enough, huh?
Posted on 3/6/26 at 7:22 am to To2
For the image To2 posted of the building permit.
The permit was granted to ARCO Murray for the remodel of a 10,100 sq ft building.
ARCO
Their page lists a client on the first page as "Coworking office buildout 10,000 Austin, Tx", but no name.
Seems like a higher end national contractor, not a Joe's Handyman type.
Permit was not issued until the week before Christmas, so my guess is they did not start anything meaningful until after the new year. Can't see this being ready to move in before April.
Anecdotal stuff to an extent, but I'm mostly looking for red flags, and this is not one of them for sure. Don't like the delay, but that's a minor concern.
A drive by Jax's spy could let us know if the remodel work is ongoing.
The permit was granted to ARCO Murray for the remodel of a 10,100 sq ft building.
ARCO
Their page lists a client on the first page as "Coworking office buildout 10,000 Austin, Tx", but no name.
Seems like a higher end national contractor, not a Joe's Handyman type.
Permit was not issued until the week before Christmas, so my guess is they did not start anything meaningful until after the new year. Can't see this being ready to move in before April.
Anecdotal stuff to an extent, but I'm mostly looking for red flags, and this is not one of them for sure. Don't like the delay, but that's a minor concern.
A drive by Jax's spy could let us know if the remodel work is ongoing.
Posted on 3/6/26 at 7:30 am to Swamp puppy
quote:
They will be located in the heart of where things are made of carbon steel like quaker makes oatmeal. These vessels don't look hard to make, and fabricators and welders are a dime a dozen in the greater Houston area.
I have no doubt that they can expedite this, but a lot of this is brand new. It takes more than just building Hyperions. They need people to operate these machines, processes to create, process, package, ship, and track all of the graphene. They need people to maintain the equipment. They need an HR department.
It's not a matter of if they can, but if they should. This could become a total cluster fricking if they don't manage it properly.
Im happy if they tap the brakes and take it slow in order to get it right. As I understand it, the initial orders will all be for the base product while they develop their processes and get a cadence going.
Posted on 3/6/26 at 7:52 am to NaturalBeam
quote:
they could be talking to some data centers.
Isn’t Nebius building in Austin as well?
Posted on 3/6/26 at 7:53 am to Jax-Tiger
Got in at $1.19 back in August. Been watching this thing moon and now having fomo.
Need someone to tell me to be happy with my position and fall back. Or picking up more at this price is the play?
Need someone to tell me to be happy with my position and fall back. Or picking up more at this price is the play?
Posted on 3/6/26 at 8:01 am to SuperSaint
I have more dry powder ready so looking for the right time as well. Many on here will tell us that at these levels, for long holders, it’s not worth trying to time the ups/downs considering where they think its heading.
Posted on 3/6/26 at 8:16 am to meeple
quote:
for long holders, it’s not worth trying to time the ups/downs considering where they think its heading.
If you are thinking you're going to sell at $10/share, then it's probably worth it to try and time it, looking for a quick profit.
If you are looking to wait a year or two, the difference is probably insignifican in the profit per share, but it could be significant in the total profit, because it can affect the number of shares. But effectively, will there be a difference between 50x profit or 51x? Is that extra bit worth missing the boat all together while waiting for a dip?
Lot of folks on here missed out at $1, but jumped in at $5.50 - being happy that they caught the dip down from $6. The folks that got in at $1 took a big risk and are trying to catch lightning in a bottle. The ones who got in at $5.50 are more conservative, taking advantage of the derisking that EPA approval brought us. Some people bought in at $1 AND $5.50, and every point in between.
I sure do hope this goes to the moon...
Posted on 3/6/26 at 8:33 am to SuperSaint
quote:
Or picking up more at this price is the play?
Set a buy order at $5.06 for today, it has a chance to get there this morning.
Edit - The whole market is in war fear and recent momentum of HG has been downward pressure. don' think it's enough to get it below $5 today
This post was edited on 3/6/26 at 8:39 am
Page 162 of 164
Popular
Back to top
Follow TigerDroppings for LSU Football News