Domain: tiger-web1.srvr.media3.us Spec Play - HGRAF | Page 166 | Money Talk
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re: Spec Play - HGRAF

Posted on 3/7/26 at 6:09 pm to
Posted by supadave3
Houston, TX
Member since Dec 2005
32116 posts
Posted on 3/7/26 at 6:09 pm to
quote:

Reading Kevin Bs tweets on the daily can get you really pumped about this thing


True. But his bombastic enthusiasm can be perceived as trying too hard. It’s a double edged sword.
Posted by Guntoter1
Baton Rouge
Member since Nov 2020
1666 posts
Posted on 3/7/26 at 6:14 pm to
{Can't we all just be happy it finished a Friday up over $6?}

I think we all are very very happy but constant pumping of sunshine gets boring.
I want to hear the opinions of others who know more than me.
I get those opinions by questioning the conventional wisdom.

For instance: doesnt the Hyperion reactor patent expire in about 7 years.
What happens if we dont get to market for the next 3 or 4 years?
We only get 3 years until DOW and BASF construct tens of thousands of them and undercut HGRAF?
Posted by Guntoter1
Baton Rouge
Member since Nov 2020
1666 posts
Posted on 3/7/26 at 6:57 pm to
I invested in SLI like 7 years ago because they were using the waste product of another company and extracting lithium from it.
SO all the hard work and infrastructure was already in place.
All they had to do was prove their process worked and bam free money.

7 years later they are still begging for Government grants and havent made a dime.

If we dont have a purchase order this year for HGRAF i will exit with a quickness.
Posted by PeteRose
Hall of Fame
Member since Aug 2014
18130 posts
Posted on 3/7/26 at 7:51 pm to
I don’t follow SLI and thanks for the quick run down. Did SLI mentioned at any point of manufacturing readiness or POs? Seems like HG have those areas in order. I feel like HG do have POs but waiting the right time to release it. Everything that has happened or happening (EPA, Austin HQ, manufacturing facility, Nasdaq) was disclosed by the company and pretty much up front and on schedule.
Posted by Guntoter1
Baton Rouge
Member since Nov 2020
1666 posts
Posted on 3/7/26 at 9:14 pm to
{Did SLI mentioned at any point of manufacturing readiness or POs? Seems like HG have those areas in order. I feel like HG do have POs but waiting the right time to release it. Everything that has happened or happening (EPA, Austin HQ, manufacturing facility, Nasdaq) was disclosed by the company and pretty much up front and on schedule.}

I have not followed SLI for years but i agree that HGRAF has actually delivered on the promises so far. The EPA thing was huge and gives me hope. HG has promised a lot of progress this year, Lets see if they deliver.
I am betting that they will.
"Trust but verify"
Posted by Hangit
The Green Swamp
Member since Aug 2014
46591 posts
Posted on 3/8/26 at 8:14 am to
quote:

Very nice post from Darrin on $HGRAF’s Yahoo message board.

Darrin

HGRAF, Army and Austin. The US Army Transformation and Training Command(T2COM) recently replaced the Army Futures Command. It is located in downtown Austin. Within this command is the Army Applications Laboratory, located in the Capital Factory, a centre for innovation and promotion. The AAL's purpose is to escort promising new technologies from development to actual use. It actively seeks out small businesses, startups and researchers, helping them navigate government contracting hurdles and identifies and promotes dual use military and commercial applications. The Army's new Graphene Innovation Consortia will fall under T2COM and is slated to be stood up in 2027. HGRAF, being the only producer of identical batch patented SP2 bonded, Turbostratic Fractal Graphene is the only graphene manufacturer to be partnered with the Consortia.


This Downtown HQ is 4 miles, as the crow flies, from Hydrograph's new HQ. Google maps shows 3 different routes, ranging from 10-15 minutes.

This is yuge.
Posted by Guntoter1
Baton Rouge
Member since Nov 2020
1666 posts
Posted on 3/8/26 at 9:06 am to
quote:

. The Army's new Graphene Innovation Consortia will fall under T2COM and is slated to be stood up in 2027.


2027
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27633 posts
Posted on 3/8/26 at 9:28 am to
quote:

2027.


2027


Yes. It's announcements like this and announcements for contracts they cant fulfill until late 2027 or early 2028 that will drive the price of this stock. It's gonna take time to build and staff this facility, but the fact that they are doing it is further validation that they are moving forward.

If they announce that they are building 200 Hyperions in 2027 to fulfil a contract with the Army, this stock will go "bonkers". Thats what I want to see. We don't need a huge stockpile of graphene and a 1000 Hyperions built for this stock to hit $100+. We need confidence that the demand is there.

Posted by Hangit
The Green Swamp
Member since Aug 2014
46591 posts
Posted on 3/8/26 at 9:40 am to
This is the US equivalent of the GEIC. Just another thing that, as it comes to fruition, will line our pockets. Not tomorrow. Not next week. It will come to the patient. Many are up plump cash already. Fat cash is on the way.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27633 posts
Posted on 3/8/26 at 12:00 pm to
Signs of life...

Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27633 posts
Posted on 3/8/26 at 12:04 pm to
Nothing much going on...

She couldn't get pictures of the inside because it was locked and the windows reflected.





This post was edited on 3/8/26 at 12:06 pm
Posted by StonewallJack
Member since Apr 2008
982 posts
Posted on 3/8/26 at 12:05 pm to
How much we buying?!?!!
Posted by PeteRose
Hall of Fame
Member since Aug 2014
18130 posts
Posted on 3/8/26 at 12:44 pm to
So your daughter downed that beer can and said “let do this!”?
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27633 posts
Posted on 3/8/26 at 1:51 pm to
quote:

So your daughter downed that beer can and said “let do this!”?


She's going to go back in a couple of weeks and see if it's still there... If so, nobody's doing anything. She's actually going to see if they are hiring. She's a CS major working for GM. She's wants to see if she can get in on this from the beginning. She's only 26. She has a 26 year old brother who is also interested (physics major).
Posted by dkreller
Laffy
Member since Jan 2009
33881 posts
Posted on 3/8/26 at 3:42 pm to
quote:

She's actually going to see if they are hiring.

Now we’re talking. This is the kind of inside information we need.
Posted by Swazla
Member since Jul 2016
1898 posts
Posted on 3/8/26 at 6:32 pm to
quote:

True. But his bombastic enthusiasm can be perceived as trying too hard. It’s a double edged sword.


I agree. He's wearing me out. His main job before he retired was at a hedge fund. I think HGRAPH needs seasoned pros who know how to make things (the idea it takes months to build some of the Hyperion units is ludicrous), have experience growing start ups, know how to navigate big time negotiations with the US Governments and with major customers, and finally they need ready to go great HR people.

I have been involved with a couple of start ups. Brilliant inventors and visionaries who could tell a great story. But could not put the power to the road when it was time to go. Don't get me wrong. I think Dr Sorensen and Kjirstin Breure are fantastic. But they have never built, livid in or lead the machine they and we need Hydrograph be.

I read recently the they are talking to a top 10 auto maker who has other interest also. That sound like Tesla. Ans Elon Musk definitely knows how to make things, grow a business and all the many things that it takes to make a great company because we are buying stock in that company, not the graphene.
Posted by Craft
Member since Oct 2019
1244 posts
Posted on 3/9/26 at 6:57 am to
(no message)
This post was edited on 3/9/26 at 7:08 am
Posted by FieldEngineer
Member since Jan 2015
2911 posts
Posted on 3/9/26 at 6:59 am to
I’m predicting a solid week. I think we may see $7+.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27633 posts
Posted on 3/9/26 at 7:08 am to
How is this legal? They state that they have a financial risk and they can profit if their reporting changes a stocks price.

quote:

As of the publication date of this report, Capybara Research and its related parties including but not limited to any members, partners, affiliates, employees, and consultants (Capybara) have a financial interest in the securities discussed in this report, including long and/or short positions in shares, debt, options, or other derivative instruments. If our reporting leads to changes in the prices of financial instruments, we may realize significant financial gains. We actively manage our positions and after publication of our report Capybara may be long, short, or neutral at any time thereafter regardless of the views expressed in our report. Capybara will not provide updates on its financial positioning after publication.
This post was edited on 3/9/26 at 7:12 am
Posted by Craft
Member since Oct 2019
1244 posts
Posted on 3/9/26 at 7:10 am to
Well if they shorted it at that date they are fricked
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