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Started By
Message
re: Spec Play - HGRAF
Posted on 3/20/26 at 8:46 am to FieldEngineer
Posted on 3/20/26 at 8:46 am to FieldEngineer
Up 6.24% fifteen minutes into the session
Posted on 3/20/26 at 8:47 am to Naked Bootleg
I’m sitting here thinking that means an 8% crash at 4:52 today.
Posted on 3/20/26 at 9:05 am to dstone12
You guys gotta stop watching this things every move. 
Posted on 3/20/26 at 9:21 am to StonewallJack
quote:
What does it mean!?!?!!?!
One consideration of ultra low volume is if a motivated seller or buyer trades today the move can be rather violent
Posted on 3/20/26 at 9:41 am to CollegeFBRules
quote:
You guys gotta stop watching this things every move.
In the following too closely theme, it's up >11.5% on the German market today.
That's German
Posted on 3/20/26 at 12:47 pm to Dock Holiday
This feels like a setup for a big fall at the end of the day...
Posted on 3/20/26 at 3:45 pm to StonewallJack
Well I really screwed up by not taking small profit when it hit 8 dollars.
Without good news we might turn into the SLI thread and I am not looking forward to that.
Without good news we might turn into the SLI thread and I am not looking forward to that.
Posted on 3/20/26 at 4:00 pm to dstone12
quote:
Without good news we might turn into the SLI thread and I am not looking forward to that.
Always easy in hindsight to sell every peak and buy every valley.
The AGM is this Wednesday, IIRC. Should be plenty of good news. I suspect there will be news about clients, but I-m also anxious to hear about how many Hyperions they need and are planning to build. That number will tell us how much graphene they plan to sell.
This post was edited on 3/20/26 at 4:00 pm
Posted on 3/20/26 at 6:53 pm to Jax-Tiger
Is HGRAF a manufacturing company or a graphene company?
Posted on 3/20/26 at 8:02 pm to Jax-Tiger
I appreciate your optimism, but I think expecting news of "how many Hyperions" is just... too optimistic.
Hope I'm wrong.
Hope I'm wrong.
Posted on 3/20/26 at 9:22 pm to Rantavious
quote:I think it’s both and that’s super sexy
Is HGRAF a manufacturing company or a graphene company?
Posted on 3/20/26 at 10:05 pm to Swamp puppy
quote:
I think expecting news of "how many Hyperions" is just... too optimistic.
Not at all. They already have said they hope to have 35 by year end. That would mean they would have an annual capacity of 350 tons.
If they have, or expect orders for more than that. Ideally, they say that they are going to build more, due to the higher than expected demand. If the lower the count, or delay the rollout, then there may be problems with demand.
I wonder if customers are waiting for production capacity to be there before they place an order, or, if they will want to snap up product and put their order in up front.
The other thing I'd like to know about is what is the announcement they made reference to regarding the military?
This post was edited on 3/20/26 at 10:20 pm
Posted on 3/20/26 at 11:51 pm to Jax-Tiger
So they are gonna weld up these chambers at the office?
Posted on 3/21/26 at 7:57 am to Jax-Tiger
SIAP - in-depth analysis & summary on Seeking Alpha
Lots more at the link above
quote:
Significant events and execution milestones
I will now list all the press released events since November 2025, review how they track against my expectations, and then dive deeper into our two topics. All of these PR will be relevant to the story.
December 9: HydroGraph Announces Appointment of James Baker to Technical Advisory Board
January 6: HydroGraph and GEIC Expand Collaboration through Tier 1 Membership
January 27: HydroGraph Announces Construction of Two Additional Hyperion Reactors to Expand Production Capacity
February 10: HydroGraph Qualifies Hubron International for Fractal Graphene™ Compounding Partner Program
February 23: HydroGraph Appoints John Neale as Chief Financial Officer
February 24: HydroGraph Receives US EPA and UK REACH, and EU REACH Regulatory Clearances for Commercial Scale Graphene Sales Activities
March 5: HydroGraph Announces Closing of its C$30 Million LIFE Offering
March 17: HydroGraph Certifies Broadway as Qualified Compounding Partner, Expanding Commercial Graphene Masterbatch Capabilities in the UK and Europe
quote:
HydroGraph has a 75+ customer pipeline, reportedly. For each, they are going through the qualification cycle from customer requirements ("I need a thermoset with better thermal conductivity") to experiments to a working formulation answering said requirements ("With X% graphene loading in HDPE and Y process steps, we can produce a thermoset with Z% increase in thermal conductivity versus the current best solution), to industrial trials, and eventually volume production. The process steps are roughly as follows :Lab proof of concept -> Application Validation -> Formulation -> Pilot manufacturing trial -> Qualification -> Contract Win -> Scale to volume production
Lots more at the link above
Posted on 3/21/26 at 10:14 am to Naked Bootleg
That article makes me want to buy this dip. I planned on just riding the waves from here on out but may have to scoop some more under $5.
Posted on 3/21/26 at 10:56 am to supadave3
I cannot buy anymore.
I got 2000 @ 5.43.
I’m waiting for my August shred to hit long term.
I may sell 2000 if it goes up to 8 by October.
I want to get something
Back.
I am really waiting for the industry as a whole to collectively find best methods on graphing disbursement within concrete, plastic glass, etc.
Knowing that hydrograph is a specialty provider and I want it to be really expensive for military. But I want it all to happen before china to figure it out.
In the meantime, I have backups in
First Graphene
Haydale
Biei (hemp based cellulose)
Versarien
To provide industrial bulk applications.
I have yet to buy nanoXplore
I got 2000 @ 5.43.
I’m waiting for my August shred to hit long term.
I may sell 2000 if it goes up to 8 by October.
I want to get something
Back.
I am really waiting for the industry as a whole to collectively find best methods on graphing disbursement within concrete, plastic glass, etc.
Knowing that hydrograph is a specialty provider and I want it to be really expensive for military. But I want it all to happen before china to figure it out.
In the meantime, I have backups in
First Graphene
Haydale
Biei (hemp based cellulose)
Versarien
To provide industrial bulk applications.
I have yet to buy nanoXplore
This post was edited on 3/21/26 at 11:02 am
Posted on 3/21/26 at 12:44 pm to dstone12
Per Kevin Bambrough:
“A top 10 automaker wanted at least a 5% improvement in plastics and Hydrograph has delivered +25% improvement”
This one piece of information needs to digested and deeply considered.
Conclusion: Hydrograph’s fractal graphene is going to be in high demand for all plastics.
Fractal graphene is the going to be accepted as essential additive for advanced manufacturing of virtual any product we make.
Hydrographs is going make not just billions but tens of billions in the coming years.
We are on the cusp of a nano engineering / nano material revolution.
We can easily see this company get over a USD $100 bln market cap in a very very short time. Thats hundreds of dollars per share.
You either understand fractal graphene and its capabilities or you don’t.
Hydrograph is the only company that makes fractal graphene. The process elegant and patented. They have considerable downstream patents for working with the graphene.
It is extremely difficult to value this company because $100bln cap could be very conservative.
Just like the graphene. The opportunity is growing in a fractal. Companies all over the globe will innovate with it and the graphene will flow like a river into everything we produce." ETA: He posted it @ 12:36 PM · Mar 21, 2026.
LINK
“A top 10 automaker wanted at least a 5% improvement in plastics and Hydrograph has delivered +25% improvement”
This one piece of information needs to digested and deeply considered.
Conclusion: Hydrograph’s fractal graphene is going to be in high demand for all plastics.
Fractal graphene is the going to be accepted as essential additive for advanced manufacturing of virtual any product we make.
Hydrographs is going make not just billions but tens of billions in the coming years.
We are on the cusp of a nano engineering / nano material revolution.
We can easily see this company get over a USD $100 bln market cap in a very very short time. Thats hundreds of dollars per share.
You either understand fractal graphene and its capabilities or you don’t.
Hydrograph is the only company that makes fractal graphene. The process elegant and patented. They have considerable downstream patents for working with the graphene.
It is extremely difficult to value this company because $100bln cap could be very conservative.
Just like the graphene. The opportunity is growing in a fractal. Companies all over the globe will innovate with it and the graphene will flow like a river into everything we produce." ETA: He posted it @ 12:36 PM · Mar 21, 2026.
LINK
This post was edited on 3/21/26 at 2:02 pm
Posted on 3/22/26 at 9:13 am to Longer Tail Tiger
I guess there was only one...
This post was edited on 3/22/26 at 9:15 am
Posted on 3/22/26 at 11:07 am to Jax-Tiger
That position must’ve included some stock option. Seems like major responsibilities for 125-150k.
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