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Message
re: Spec Play - HGRAF
Posted on 4/7/26 at 8:25 pm to dallastiger55
Posted on 4/7/26 at 8:25 pm to dallastiger55
0
Posted on 4/7/26 at 8:58 pm to dallastiger55
quote:
So is everybody giving up on this?
Until it is obvious that this is a bust, Im not giving up on this. By bust, I mean that the demand does not materialize.
Poor/slow execution right now may cause the price to drop, but that can be fixed by one decent sized contract.
At this point, I dont see any sign that HGRAF graphene is not going to be in big demand.
This post was edited on 4/7/26 at 8:59 pm
Posted on 4/7/26 at 9:02 pm to dallastiger55
I’m still in but my cost basis is $2.50 so it’s easier to hang in while still comfortably in the green.
I am getting more and more nervous with this management team though. I would love for some of those optimistic possibilities to be true, and I’ll gladly eat crow if I’m wrong, but I’m not getting the warm and fuzzies about this being the next huge company.
The deadlines continually being pushed to the right is taking its toll. If we approach the end of Q3 and KB starts talking about Q4 or 2027 for NASDAQ, with no appreciable increase in tonnage capacity, I may lower my exposure. That’s when most of my shares would convert to long-term anyhow.
I think the science and infrastructure is good enough to support the stock for awhile so I don’t think it will totally tank. Which is why I haven’t sold anything…yet.
I am getting more and more nervous with this management team though. I would love for some of those optimistic possibilities to be true, and I’ll gladly eat crow if I’m wrong, but I’m not getting the warm and fuzzies about this being the next huge company.
The deadlines continually being pushed to the right is taking its toll. If we approach the end of Q3 and KB starts talking about Q4 or 2027 for NASDAQ, with no appreciable increase in tonnage capacity, I may lower my exposure. That’s when most of my shares would convert to long-term anyhow.
I think the science and infrastructure is good enough to support the stock for awhile so I don’t think it will totally tank. Which is why I haven’t sold anything…yet.
Posted on 4/7/26 at 9:08 pm to dallastiger55
quote:
So is everybody giving up on this?
All about perspective and risk tolerance. From my perspective at .42 cost basis (humble brag) I’m still riding high and just fine. It was all an “educated gamble” after some presented research as it is. Thank you, kind, sir. Those who chased the bag may be feeling a bit more pressure.
For all those committed for the long haul regardless of entry point, just enjoy the ride.
Posted on 4/7/26 at 9:31 pm to dallastiger55
quote:
So is everybody giving up on this?
Not giving up. Like all companies that made it big, there are a lot of ups and downs. HG had two previous peaks then went down by close to 50%. This is just another phase. We’re quiet now because we’re saving strength to get rowdy for the next upswing.
Posted on 4/7/26 at 9:53 pm to dallastiger55
quote:
So is everybody giving up on this?
Of course not. The basic premise a still sound.
It shot up for no good reason and then came back down for no good reason. It wasn’t that long ago when $4 seems like a stretch. They’re trying to build out capabilities to manufacture at scale a unique substance using a novel method.
Diamond hands.
Posted on 4/8/26 at 8:53 am to SquatchDawg
The robbers have returned my money
Posted on 4/8/26 at 9:04 am to StonewallJack
PDF warning
They posted a monthly update.
https://webfiles.thecse.com/Monthly_Progress_Report_-_March_2026_0.pdf?rwH.fRAEiE0jqBhlpdjKU9cDDNT6j3on
They posted a monthly update.
https://webfiles.thecse.com/Monthly_Progress_Report_-_March_2026_0.pdf?rwH.fRAEiE0jqBhlpdjKU9cDDNT6j3on
Posted on 4/8/26 at 9:47 am to dallastiger55
quote:
So is everybody giving up on this?
No. This is a stock you check in on at end of 2026. Some here are just being eager beavers.
Posted on 4/8/26 at 10:05 am to FieldEngineer
quote:
FORM 7 – MONTHLY PROGRESS REPORT
January 2015
This is amateur hour. They cant even change the date?
Posted on 4/8/26 at 10:12 am to Good Ole Baw
That is the standardized form from the CSE that was last updated January 2015.
Posted on 4/8/26 at 10:41 am to DoomGuy504
quote:
This is a stock you check in on at end of 2026. Some here are just being eager beavers.
Exactly.
This is my take on this. I am trying to figure out what the floor is for this stock. It's not the spikes, but the realistic floor for the stock. I know my cost average, and as long as the floor is above that, I feel pretty good.
If this spikes, I totatlly understand people taking profits to cut their risk, but I'm just looking at the floor, and will hang onto this as long as I don't see a ceiling in sight. If your cost average is higher than the floor, that can be somewhat nerve wracking.
When the EPA approval came through, the floor went from ZERO (if EPA had not approved) to what appears to be maybe $3.50 - $4. I could be wrong about the floor, but with the knowledge that we have now, that is what I think it is. The only thing I see making that floor go lower is knowledge that their are no high volume customers to be had for the foreseeable future.
If we get a few customers, start building Hyperions, and get listed on the NASDAQ, we could spike to $15 with a new floor of $10. If we get a large cutomer, then it could go to $50 and beyond.
I'm in it until we hit $50+, unless we learn that that is not likely.
IMO, an incompetent management team could delay the end game point, but not kill it. If the US Government/Tesla/Concrete manuafactureres demand the product, the shareholders will throw out the current bunch and we'll get new people in, or HGRAF will be acquired by someone who can execute a plan to get HGRAF graphene to market.
This post was edited on 4/8/26 at 10:42 am
Posted on 4/8/26 at 10:52 am to Jax-Tiger
quote:
HGRAF will be acquired by someone who can execute a plan
I feel like this is the more likely scenario as more information has been released. It is very likely they are building this manufacturing process out to proof of concept and then accept the highest bid. I really hope its far north of $50/share though. Hopefully $100+
Posted on 4/8/26 at 10:55 am to Rendevoustavern
quote:
I really hope its far north of $50/share though. Hopefully $100+
If they offered $50, I'd take it in a heartbeat, because I think a buyout would probably be less than half that. I could be wrong, though...
Posted on 4/8/26 at 2:26 pm to Jax-Tiger
Buyout at $15-20 would be sweet
Posted on 4/8/26 at 2:31 pm to masoncj
KB posted a video to IG a couple of hours ago. It's only a couple of seconds long, but it shows a truck making a delivery of a large piece of equipment to a facility (presumably in Austin). Can't tell what the equipment is because it's covered, but maybe a hyperion?
Posted on 4/8/26 at 2:52 pm to masoncj
quote:
Buyout at $15-20 would be sweet
I wouldn't be ecstatic about it, but what are you going to do? It would be a huge profit.
I could see this if, in fact, everything done so far is being done to set the table for someone else.
It makes sense, because things like R&D, defending patents, and developing use cases takes a lot of money, and I dont believe the $30M they raised earlier this year is enough for that, let alone building hundreds of Hyperions...
It seems like Hydrograf is going to run out of money before they get this new facility built...
Posted on 4/8/26 at 2:56 pm to NaturalBeam
Yeah unsure what in it but it looks like Austin office complex.
ETA: stocktwits just dropped permit approvals on Austin office too (along with the above photo)
This post was edited on 4/8/26 at 2:58 pm
Posted on 4/8/26 at 2:58 pm to Rendevoustavern
And the guy in red is taking a picture of whatever it is, so hopefully it's a big deal 
Posted on 4/8/26 at 3:09 pm to NaturalBeam
quote:
And the guy in red is taking a picture of whatever it is, so hopefully it's a big deal
The one box looks like it could hold 4 Hyperions.
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