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Started By
Message
re: Spec Play - HGRAF
Posted on 3/13/26 at 2:37 pm to FieldEngineer
Posted on 3/13/26 at 2:37 pm to FieldEngineer
Need more green candles!
0
Posted on 3/13/26 at 2:45 pm to Jax-Tiger
quote:
They may know of many contracts that are in the works, but not finalized, and they won't announce until the deals are papered up.
Based on what they've announced and has been reported, do you have a sense for the apps involved - and ROM volume?
quote:
Ditto the deals to build Hyperions - you don't build 1000 Hyperions until you know that you need 1000 Hyperions.
True but only at this extreme. IMO they should be building 2028's forecast volume capacity right now. Maybe they have that in engineering? I assume they have a site selected - has that been announced?
Posted on 3/13/26 at 2:53 pm to David_DJS
quote:
I assume they have a site selected - has that been announced?
Site is selected. They have to contract the pipeline to the building, but it is in close proximity to the source of acetylene.
My understanding is that the site has room for a limited number of Hyperions - I think I recall it being something around 100.
If that is the case, they will have to identify and at least one more site by 2027, if they have any kind of demand.
Hopefully, the delay in annoucing is that they have more demand than anticipated and they are trying to figure out how to meet that demand - new production sites, more sources for acetylene, ramping up manpower to build the units, etc. That would be the BEST case scenario.
Posted on 3/13/26 at 3:00 pm to NaturalBeam
quote:Never in doubt!
I have a feeling we finish green today
Posted on 3/13/26 at 3:01 pm to NaturalBeam
Nice little recovery. I think a lot of people started to get scared of missing the dip.
Posted on 3/13/26 at 3:01 pm to FieldEngineer
LOL now that is a close
Posted on 3/13/26 at 3:01 pm to NaturalBeam
Today's finish was stunning.
Posted on 3/13/26 at 3:18 pm to PlanoPrivateer
My shares went on lend this morning. Curious to know how their position settled
Posted on 3/13/26 at 3:21 pm to PlanoPrivateer
Someone said they were waiting for it to get down to $5 before buying. I hope they pulled the trigger...
Posted on 3/13/26 at 3:28 pm to Jax-Tiger
I said $4.50. Shucks! 
Posted on 3/13/26 at 3:29 pm to Jax-Tiger
I added at 5.25 today after adding at 6.50 yesterday.
Posted on 3/13/26 at 3:35 pm to Jax-Tiger
I was 4.75 and changed to 5.40.
Posted on 3/13/26 at 5:41 pm to igoringa
Which one of you frickers green candle’d this shite today?! ??
Posted on 3/13/26 at 6:03 pm to HogPharmer
quote:
Which one of you frickers green candle’d this shite today?! ??
It was me. I snatched an extra 400 shares at $5.20 and moved the market. I wasn’t going to say anything but I’d hate to keep you in the dark.
Posted on 3/13/26 at 8:10 pm to PeteRose
Loading Twitter/X Embed...
If tweet fails to load, click here.This post was edited on 3/14/26 at 1:20 am
Posted on 3/13/26 at 8:31 pm to Jax-Tiger
That link reminds me of LSU's old play by play guy, John Ferguson.
"Pat Lyons! Handoff to nobody!!!
"Pat Lyons! Handoff to nobody!!!
Posted on 3/14/26 at 7:25 am to Jax-Tiger
quote:
they will have to identify and at least one more site by 2027, i
I have made them aware of such a site and the response was "We will look into that location as an option for our second production facility, it appears to have what we are looking for".
Posted on 3/14/26 at 8:51 am to Dock Holiday
Unsure if I missed this but do you have a connection to the company or was that an unsolicited recommendation?
Posted on 3/14/26 at 8:55 am to Rendevoustavern
quote:
unsolicited recommendation?
This.
I have exchanged a few emails with them. I'm a nobody
Posted on 3/14/26 at 11:27 am to Dock Holiday
My nephew called them up and spoke to them about this. He's recently graduated from college and works for a commercial real estate company...
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