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Started By
Message
re: Spec Play - HGRAF
Posted on 8/15/25 at 8:09 am to igoringa
Posted on 8/15/25 at 8:09 am to igoringa
quote:
Not to speak for everyone else but I think the consensus on this board is this is ultimately a binary play worth $0
I think the patent technology ... if it vets out makes this a speculative investment that has significantly more value than $0 ...
The question is where does that value ultimately land (somewhere north of ZERO but not sure of total market size).
I was reading about graphene in battery production that was very interesting and makes the appreciable market larger than expected.
Someone mentioned this is a company of 14 employees so it has to be a pump and dump ... but to be straight, most companies that have gotten to trillion dollar valuations ... also started with minimal employees, granted they escalated revenue and cash flow, sometimes at significant loss (looking at you Amazon) ...
I could see this get as high as $10-$20 and then get bought out by Koch, Monsanto, etc ... or a multi conglomerate for the patented technology, assuming it works ...
This seems to be the executive strategy on this one ...
I don't see a scenario where this company exists at $100/share in 5 years ... the big fish will eat the little fish at a premium for patent/technology if it vets ...
This post was edited on 8/15/25 at 8:14 am
2
Posted on 8/15/25 at 8:12 am to Nursie21
Looks like one announcement is that HGRAF graphene was successfully tested and the latest one looks like Hawkeye Bio is taking the new lung cancer test to market.
I don't know how much graphene is needed for the lung cancer testing (I'm guessing not a lot), but some of the applications with concrete, batteries, semi-conductors, etc, will need a LOT of it.
The big questions I still have are:
1.) Is Hydrograph graphene really a leap forward, and if so, can they keep the proprietary rights?
2.) Is KB being honest with his promotion of this? What he is doing is exactly what he should be doing - whether this is a grift or legitimate. Is he trying to get this stock to $10 so he can dump it and make a hundred million? Or is he trying to get this graphene sold before a rival can catch up and cut their market share? The first scenario nets him hundreds of millions and the second will make him a billionaire.
My guess is that he believes he can be a billionaire, but also believes that time is of the essence and that Hydrograph needs to scale up while they have exclusive rights to the cheapest and purest graphene out there.
I don't know how much graphene is needed for the lung cancer testing (I'm guessing not a lot), but some of the applications with concrete, batteries, semi-conductors, etc, will need a LOT of it.
The big questions I still have are:
1.) Is Hydrograph graphene really a leap forward, and if so, can they keep the proprietary rights?
2.) Is KB being honest with his promotion of this? What he is doing is exactly what he should be doing - whether this is a grift or legitimate. Is he trying to get this stock to $10 so he can dump it and make a hundred million? Or is he trying to get this graphene sold before a rival can catch up and cut their market share? The first scenario nets him hundreds of millions and the second will make him a billionaire.
My guess is that he believes he can be a billionaire, but also believes that time is of the essence and that Hydrograph needs to scale up while they have exclusive rights to the cheapest and purest graphene out there.
Posted on 8/15/25 at 8:17 am to Jax-Tiger
Feel like I missed my mark not getting in under two dollars
I’m just gonna sit and wait at this point for it to dip
I’m just gonna sit and wait at this point for it to dip
Posted on 8/15/25 at 8:37 am to AmishSamurai
quote:
I could see this get as high as $10-$20 and then get bought out by Koch, Monsanto, etc ... or a multi conglomerate for the patented technology, assuming it works ...
I think you're right, assuming it works. I don't get the feeling that this company's leadership team is planning on taking this to the 100 bagger level. I think they want to prime the pump and let someone else figure out what to do with the product.
An interesting question is, "What do the patents add to the value of the company?". Right now, they aren't adding much, as far as I can tell. You can look at EPS, ARR, etc, all day long, but those things don't account for the value of the unutilized technology. I'm not sure that HGRAF has the ability to take all those patents to market. But they can leverage those patents...
One option might be to sell the patents to the big corporation and continue to make graphene, which they sell to the big corporation for $250K/ton. The big corporation would then monetize the patents while agreeing to purchase the graphene from HGRAF. That may be the best scenario.
Even if they sell the whole kit and kaboodle in a corporate takeover, HGRAF should be able to leverage those patents to get a huge premium on the stock price.
It would not be the end of the world if the HGRAF team sells out to a corporate bidder. That would drive the share price up, even if we may be buying a new Toyota instead of a Rolls Royce...
Posted on 8/15/25 at 8:43 am to Jax-Tiger
Geez, this one seems to making up for NBIS that last few days...
Posted on 8/15/25 at 8:55 am to Jax-Tiger
Damn this keeps going up. I’m missing out on a lot of money
Posted on 8/15/25 at 8:56 am to dallastiger55
quote:
Damn this keeps going up. I’m missing out on a lot of money
Why torture yourself?
Posted on 8/15/25 at 9:01 am to dallastiger55
quote:
Damn this keeps going up. I’m missing out on a lot of money
Did you see that dip?
Dang. It's gone...
Posted on 8/15/25 at 9:03 am to dallastiger55
quote:I had an order for 1.93 this morning. Won't care if I can't buy more though.
Me too. What’s your price point that you consider as a dip?
Posted on 8/15/25 at 9:10 am to bayoubengals88
quote:
I had an order for 1.93 this morning. Won't care if I can't buy more though.
If you think about it, buying at $1.93 is not what you want to happen at this point. You want this stock to never see $1.93 again and go to the moon. I really want to see this stock get into double digits as it will feel more legitimate and less like a spec play.
It took a momentary dip down to 2.08 and then shot back up. I'm sure it will have a sizeable dip sometime in the future, but you may be better off buying it at $2.15 because the next big dip might be priced at $2.75...
More good news - NBIS is back in the green.
This post was edited on 8/15/25 at 9:11 am
Posted on 8/15/25 at 9:23 am to Jax-Tiger
The resilience of this stock this week is amazing. Just before 10 EST significant volume of over 500K sold which caused the dip but the buyers came right back in.
I keep waiting for the 500K sell tranche that does not have the buy follow up (that would cause the violent movement down) but it keeps fighting.
I keep waiting for the 500K sell tranche that does not have the buy follow up (that would cause the violent movement down) but it keeps fighting.
Posted on 8/15/25 at 9:48 am to Jax-Tiger
quote:You're totally right and I agree completely.
If you think about it, buying at $1.93 is not what you want to happen at this point. You want this stock to never see $1.93 again and go to the moon. I really want to see this stock get into double digits as it will feel more legitimate and less like a spec play.
I was just thinking of a whale blowing through shares scenario...thinking of a price at which I would kick myself for not adding more.
I don't anticipate that order to go through.
Posted on 8/15/25 at 9:57 am to bayoubengals88
Picked up another 1000 shares. Purely for entertainment purpose.
See what happens. As an earlier poster said definitely a buyout candidate if the science translates into large scale production
See what happens. As an earlier poster said definitely a buyout candidate if the science translates into large scale production
Posted on 8/15/25 at 10:07 am to kaaj24
dumpity dump. 2.02 if anyone wants in.
Posted on 8/15/25 at 10:10 am to bayoubengals88
Eventually one of these dumps wont bounce back immediately, intrigued to watch this one and all of them.
Posted on 8/15/25 at 10:12 am to igoringa
Is anyone actually working today or are we all just refreshing charts between HGRAF and NBIS?
Posted on 8/15/25 at 10:35 am to SquatchDawg
LOL pretty much - although I am not involved in NBIS.... not by choice but ignorance as I have not looked into it.
I had pretty much started my evolution out of stock picking before this one resigning myself to finally admitting I cant beat the market. I have legacy stock picks in Uranium and a little SLI (lol) but had moved on otherwise into indexes until this one
I had pretty much started my evolution out of stock picking before this one resigning myself to finally admitting I cant beat the market. I have legacy stock picks in Uranium and a little SLI (lol) but had moved on otherwise into indexes until this one
Posted on 8/15/25 at 10:43 am to AmishSamurai
I don’t believe they sell out before a NASDAQ listing
CEO has made it clear that Q1 of next year they intend to be listed on that exchange
Once that happened, we can probably get a better estimate of what this company is truly worth
CEO has made it clear that Q1 of next year they intend to be listed on that exchange
Once that happened, we can probably get a better estimate of what this company is truly worth
Posted on 8/15/25 at 11:10 am to masoncj
quote:
I don’t believe they sell out before a NASDAQ listing
I agree.
They have to show validity of various use and that purity drives purpose/use case validity.
Executives will eventually get this on NASDAQ (or NYSE/S&P) and it will be somewhere around $5-$15/share.
As they approach a US$ market cap of $1-5+ billion ... they'll get buyout offers.
Likely timeframe(s):
2026 - Show validity, off OTC to actual market listing
2027/2028 - Grow revenue
2029+ - Buyout
There will be significant volatility from through now - Q1 2026 ... Granted, we could also see this get the HODL/meme treatment like Gamestop (GME - a company with absolutely no reason for its valuation) and a moonshot as momo builds ...
This company actually has a product that probably has utility vs. the Blockbuster of gaming (GME)
Posted on 8/15/25 at 11:15 am to AmishSamurai
Kevin must have just loaded more!
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