Domain: tiger-web1.srvr.media3.us Spec Play - HGRAF | Page 28 | Money Talk
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re: Spec Play - HGRAF

Posted on 8/15/25 at 4:57 pm to
Posted by slackster
Houston
Member since Mar 2009
91483 posts
Posted on 8/15/25 at 4:57 pm to
It’s also not likely to be a cash offer. Those are relatively rare.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27205 posts
Posted on 8/15/25 at 6:52 pm to
quote:

It’s also not likely to be a cash offer. Those are relatively rare.


That's my question. What are the tax implications of it's a stock swap?
Posted by AmishSamurai
Member since Feb 2020
3992 posts
Posted on 8/15/25 at 7:28 pm to
quote:

That's my question. What are the tax implications of it's a stock swap?


No tax implication until sale of shares ...

Posted by Good Ole Baw
Member since May 2014
497 posts
Posted on 8/15/25 at 7:57 pm to
I’m glad to see you guys made money on this, but I would definitely lock in your profits if you haven’t already.

I’ve been digging into this company since the thread started. Unfortunately I never pulled the trigger, but I just don’t believe this is legit.

This has all the signs of a penny stock pump and dump. The CEO is young and inexperienced. They don’t have any facilities. They don’t have any customers. They don’t sell any products. The biotech company they claimed to have partnered with is a joke and only has 4 employees some of which have other full time jobs.

The CEO is definitely pumping the stock and seems more focused on doing interviews than building a business.
Posted by bayoubengals88
LA
Member since Sep 2007
23717 posts
Posted on 8/15/25 at 8:16 pm to
I understand why you would say this, but I will also counter all of your points.
quote:

They don’t have any facilities.
They do.
Manufacturing Facility in Manhattan, Kansas
- HydroGraph has a commercial-scale manufacturing plant in Manhattan, Kansas, established in an existing building in Pottawatomie County. This facility produces graphene and hydrogen using the company’s patented detonation process, licensed from Kansas State University. Production was scheduled to begin as early as fall 2022, with plans to expand to a larger facility over five years, potentially creating over 100 jobs. The location was chosen for its proximity to Kansas State University for ongoing research and development.

Planned Production Facility in Texas
- HydroGraph announced plans for a new production facility in Texas, outlined in a letter of intent signed on April 24, 2025. The facility is designed to house 15 Hyperion reactors initially, with a capacity to produce over 350 metric tons of high-purity graphene annually, scalable based on customer demand. The facility will use high-purity acetylene supplied by a leading North American industrial gas supplier as feedstock for its detonation synthesis process. At full capacity, it is expected to generate thousands of metric tons of graphene per year.

quote:

They don’t have any customers. They don’t sell any products.
That’s why it’s a penny stock. It has product (patented fractal graphene), and it has sold samples. Customers will be announced before year end, or they won’t. That’s the play.

quote:

The biotech company they claimed to have partnered with is a joke and only has 4 employees some of which have other full time jobs.
Many biotech companies take more than a decade to commercialize anything at all. HGRAF is helping with the process.
This post was edited on 8/15/25 at 8:34 pm
Posted by bayoubengals88
LA
Member since Sep 2007
23717 posts
Posted on 8/15/25 at 8:55 pm to
And if it sounds like the Kansas facility didn’t pan out, that’s likely because the company totally pivoted just last year under the current CEO’s plan of selling graphene itself, rather than the Hyperion units.
Posted by bayoubengals88
LA
Member since Sep 2007
23717 posts
Posted on 8/15/25 at 9:45 pm to
quote:

The CEO is definitely pumping the stock and seems more focused on doing interviews than building a business.
But you could be totally wrong about that.

quote:

The CEO is young and inexperienced
She’s put wayyy too much effort into this for it to be a scheme. It would be easier just to run the business.
I’ve watched some of the interviews 3-4 times.
Posted by Guntoter1
Baton Rouge
Member since Nov 2020
1587 posts
Posted on 8/15/25 at 10:25 pm to
Thanx for the post .
I bought at 1.04 and sold at 1.47.
I’m back in but over $2
Congrats to the guys still holding on.
Posted by igoringa
South Mississippi
Member since Jun 2007
12279 posts
Posted on 8/15/25 at 11:04 pm to
quote:

I’m glad to see you guys made money on this, but I would definitely lock in your profits if you haven’t already.


Ok - always like an informed bear opinion. Would be glad to hear you out.

quote:

I’ve been digging into this company since the thread started. Unfortunately I never pulled the trigger, but I just don’t believe this is legit.


I am curious what part you are not finding legit. What part do you not think is legit? The patents? The KSU lab, videos.... Sorensons 300 plus papers? Is the University of Manchester in on this farce given they have sanctioned and verified the product and have worked with it and their corporate contacts for years. What is in it for KSU and the University of Manchester in this?


quote:

This has all the signs of a penny stock pump and dump. The CEO is young and inexperienced.


Yes she is young - but she is not the inventor of the technology. She doesnt hold the patents. She is not doing the research. I am not quite sure how this meets a pump and dump criteria to you.

quote:

They don’t have any facilities.


Again, they do have facilities at KSU which have been verified (and promoted by KSU for years - perhaps they are pump of a pump and dump). They also have space at the GEIC at the University of Manchester. Two different operational facilities for a pre-revenue company - what are you expecting otherwise.

quote:

They don’t have any customers.


That is generally the case when you are a pre-revenue start up. It that is what you are hanging your hat on, then every pre revenue start up in the history of the world was a pump and dump.

quote:

They don’t sell any products.


Again yes, pre revenue. I assume you do not believe they are in talks with 60-70 companies and that the GEIC is just a lie. Maybe you are right - I just doubt the University of Manchester master planned something like this.

quote:

The biotech company they claimed to have partnered with is a joke and only has 4 employees some of which have other full time jobs.


This transaction is and never was the thesis for the product. And if I am not mistaken the deal was with Hawkeye in conjunction with Ease Healthcare which I believe is a brand division under MPS Medical, Inc. which is a $5 billion revenue medical diagnostic shop. Not sure why you ignored the other party to the arrangement. But again, I am not hanging my hat on this one transaction (which by the way we knew about this in the pipeline since Jan 2024 when first disclosed and thus was not introduced as new pump information).

And in relation to the joke Hawkeye, given your elaborate research I am sure you noted through Pitchbook or some other reliable source their part of the Johnson and Johnson Innovation (Jlabs) incubator with initial funding by NJF Capital (several hundred million dollar PE shop) and hawkeye has several patents related to this product dealing back to 2019. I suggest you do a public service and let J&J know they are dealing with a joke - clearly their research in this area lacks.

quote:

The CEO is definitely pumping the stock


What has she done to do that? Like seriously what? Since the stock has moved she has done, what 2 interviews? Like every microcap on the planet, yes she has done previous IR visits in her 18 months or so in the job before this price move. But you seriously think this move is due to her pumping? If you believe there is a nefarious pump, obviously it would not be her but Bambrough as he has driven 90+% of this in terms of promotion. He has noting to do with the CEO. If you had researched this as you described, I would assume have known this.

quote:

and seems more focused on doing interviews than building a business.



I do not get this at all. She drove the move to associate with the GEIC; she drove the board changes to bring in 2 independent board members (show me one microcap pump and dump where the first move is to bring in two independent board members). She completely changed the strategy of the business over a year ago that has led to this direction.

If you feel two one hour interviews while her stock increased 2000 percent, facilitating testing with 70 different companies through a third party reputable university, negotiating multiple contracts (which I assume you do not believe), changing the board, arranging the next major facility, and preparing to uplist is derelict - what exactly would you like her to be doing.

But again - I am interested to here this - please consider expanding on why this is clearly a pump and dump and what exactly the CEO has done to pump.

Don't worry about sparing the details - I have spent almost 30 years now in the microcap space (not just investing) so we should be able to have an intelligent conversation on this.
This post was edited on 8/15/25 at 11:16 pm
Posted by igoringa
South Mississippi
Member since Jun 2007
12279 posts
Posted on 8/15/25 at 11:08 pm to
quote:

She’s put wayyy too much effort into this for it to be a scheme.


To that point, I can point to a few different spots in that initial K Bam interview where she walked him back in terms of usage or benefit (i.e. the bullet proof glass) and a few other applications.

That is a pretty bold strategy if your sole objective is to try to pump and dump your stock lol. She has been downright moderate in comparison to those truly promoting.
Posted by bayoubengals88
LA
Member since Sep 2007
23717 posts
Posted on 8/16/25 at 6:19 am to
I appreciate the thoughtful response
Posted by PeteRose
Hall of Fame
Member since Aug 2014
18000 posts
Posted on 8/16/25 at 7:53 am to
Damn, I’d hate to have you as an enemy.

Seems like this thread about HGRAF is a microcosm of life in general with an unknown. People from all sides and angles giving their 2 cents in…lovers, haters, doubters, and glazers. I’ve read arguments on both sides. I’m not smart to chime in, but i do enjoy reading the Igoringa’s inputs.

I got just a little under 3k in this. I don’t know how it’s going to play out but the unknown and possible payoff does bring a little excitement to my boring life. If it flops, I’ll just take it as a humbling experience.
Posted by dstone12
Texan
Member since Jan 2007
39256 posts
Posted on 8/16/25 at 7:57 am to
quote:

Damn, I’d hate to have you as an enemy. Seems like this thread about HGRAF is a microcosm of life in general with an unknown. People from all sides and angles giving their 2 cents in…lovers, haters, doubters, and glazers. I’ve read arguments on both sides. I’m not smart to chime in, but i do enjoy reading the Igoringa’s inputs. I got just a little under 3k in this. I don’t know how it’s going to play out but the unknown and possible payoff does bring a little excitement to my boring life. If it flops, I’ll just take it as a humbling experience.



I hope you become a multi millionaire from this thread.

Sounds like a lot might.
Posted by kaaj24
Dallas
Member since Jan 2010
892 posts
Posted on 8/16/25 at 8:01 am to
Agreed. I think all of us investors know this is a speculative play but adds some excitement.i hope for all of us it plays out.

Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19602 posts
Posted on 8/16/25 at 9:05 am to
It’s all about risk management. I never want more than 5% invested in any single stock. If it runs past that so be it but I stick to my initial position sizing and try to take profits if it grows way beyond that.

I’ll probably never own a Lambo but hopefully won’t lose my arse either.
Posted by igoringa
South Mississippi
Member since Jun 2007
12279 posts
Posted on 8/16/25 at 9:34 am to
quote:

Damn, I’d hate to have you as an enemy.


My tone probably came off a little harsh which is not the intent - I truly like to hear and entertain bear cases - it is important to understand and accept.

And as I and other posters have said, this is a highly speculative penny stock and very well could go to zero - so it is not inherently wrong to be a bear. I just would like the rationale to be a little more supportable.

Pump and dumps are all too common in the microcap space so I get the inclination to want to label that. In this case, labeling the CEO as the culprit - that is fairly slanderous if you cannot back it up (and as we have all lamented - even if you believe that - the CEO has some options sure but little stock so why would she engage in a pump of a stock she doesn't own to dump - it doesn't make sense). If he was arguing K Bam was nefarious and doing a pump and dump atleast he would have a basis in fact on the promotion and incentive part (although I would still say he is wrong), but the CEO - makes no sense.

And not that anyone cares, but my history on this board is to be more the calling out of the pump and dumps than anything else. Look at the Ancient Tiger saga where I was constantly memed over HUMBL and the likes for calling it a clear pump and dump. I wasted hundreds of hours calling out LVVV as an obvious scam. I won't get into my professional life, but I have detected an awful lot of P&Ds, some of which that detection led to concrete legal action.

It does not mean I cannot be wrong here and have the wool pulled over my eyes. Such is always possible and that is why I want to hear the other side of the story.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19602 posts
Posted on 8/16/25 at 9:52 am to
The biggest concern I have is that somebody else comes up with a similar technique that’s different enough to get around the patent. At a base level igniting acetylene isn’t a novel concept so how tough would it be for another team to duplicate or improve upon this basic concept?
Posted by PeteRose
Hall of Fame
Member since Aug 2014
18000 posts
Posted on 8/16/25 at 9:56 am to
quote:

My tone probably came off a little harsh which is not the intent


I didn't meant that you came off as an A-hole. Good Old Baw brought that energy and you matched it with with what you had to say. When the frigid cold comes, you gotta crank up the heat. Not saying that you're 100% correct or wrong. Just trying to point out if I anyone were to debate with you, he'd need to be on his A game and after a night of good sleep.
Posted by kaaj24
Dallas
Member since Jan 2010
892 posts
Posted on 8/16/25 at 10:01 am to
Definitely wouldn’t take a big risk here. I’ve got less than $4k in this one so if it burns up I’ll be bummed but won’t change my projected retirement date.
Posted by igoringa
South Mississippi
Member since Jun 2007
12279 posts
Posted on 8/16/25 at 10:15 am to
quote:

The biggest concern I have is that somebody else comes up with a similar technique that’s different enough to get around the patent. At a base level igniting acetylene isn’t a novel concept so how tough would it be for another team to duplicate or improve upon this basic concept?


Always a concern - they appear to be trying to keep building the moat by piling on patents for each improvement but I suspect if it takes ff they will need an army of IP lawyers to defend.

I also hope they have first mover advantage, even if some of that happens. Specifically, I personally put a lot of weight into the GEIC relationship and the representation that they are dealing with 65-70 companies. If that does not come to fruition in contracts in the next 9 months or so (shorter for small ones, Q1ish for a larger) then I will be very skeptical.
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