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Posted on 8/16/25 at 12:22 pm to bayoubengals88
Yeah I prefer it over Reddit or X. Only 1 or two channels covering the stock on YouTube, both combined around 10k subscribers so still under the radar. I’d roll my eyes when/if hgraf gets covered by stock guru influencers.
This post was edited on 8/16/25 at 12:29 pm
Posted on 8/16/25 at 12:55 pm to PeteRose
that is probably the craziest thing about this run - 99.9% of the investing in public have no clue about it right wrong or indifferent.
The vast majority of the American investing can't even buy it if they wanted to with their current providers, including the subsection that tends to trade the most in the meme world.
To have done this with those restrictions is rather remarkable and why the timing of opening the valves with an up list and more substantive news if and when it occurs could create a true stock explosion.
As I mentioned on my initial posts - what intrigued me the most about this opportunity is it both had the horsepower or promotion through K Bam and the like, but I appreciated the institutional nature of the underlying technology and it's association with reputable Universities which appeared to show significant promise. That is not a common combination in the micro cap space.
The vast majority of the American investing can't even buy it if they wanted to with their current providers, including the subsection that tends to trade the most in the meme world.
To have done this with those restrictions is rather remarkable and why the timing of opening the valves with an up list and more substantive news if and when it occurs could create a true stock explosion.
As I mentioned on my initial posts - what intrigued me the most about this opportunity is it both had the horsepower or promotion through K Bam and the like, but I appreciated the institutional nature of the underlying technology and it's association with reputable Universities which appeared to show significant promise. That is not a common combination in the micro cap space.
Posted on 8/16/25 at 2:57 pm to igoringa
I wouldn’t have know about hgraf without this thread. Actually I kind of ignored it until 2 weeks ago where I kept seeing it bumped repeatedly. I clicked it out curiosity and here I am. I was too lazy to remember your name so I mentally referred you as “Iguana”.
Posted on 8/16/25 at 3:10 pm to PeteRose
quote:
I mentally referred you as “Iguana”.
That's silly. His name is "Ignoring"
Posted on 8/17/25 at 11:11 am to Jax-Tiger
definitely seen more contrarian bear comments on Twitter, which is natural given the run. As I know before I really look for those because I always want the thesis to be challenged. The problem is I'm not seeing a lot of detail in the bear thesis.
I saw a decent one on the economics of concrete and how on the surface it would be more expensive to add graphing versus what is saved in concrete. Running the numbers that seemed factual, but the counterpoint which K Bam emphasized is the value is as much in the expiated cure time than anything. Given virtually every construction project is financed anything that saves days of time saves a day of interest. Whether it's a home or commercial construction curing time for concrete for this lab or the various stories is a huge contributor to the time.
But that is the sort of bear argument I'm looking for something that has substance.
I saw a decent one on the economics of concrete and how on the surface it would be more expensive to add graphing versus what is saved in concrete. Running the numbers that seemed factual, but the counterpoint which K Bam emphasized is the value is as much in the expiated cure time than anything. Given virtually every construction project is financed anything that saves days of time saves a day of interest. Whether it's a home or commercial construction curing time for concrete for this lab or the various stories is a huge contributor to the time.
But that is the sort of bear argument I'm looking for something that has substance.
Posted on 8/17/25 at 11:31 am to igoringa
Posted on 8/17/25 at 12:55 pm to bayoubengals88
What's our questions for Kjirstin?
Posted on 8/17/25 at 1:18 pm to Nursie21
1. More defined timeline for customers/contracts - basically only 4 months left in the year - she should be able to forecast at this point if we are looking at early q4 or end of year ink on paper.
2. NASDAQ listing - similar to above …would be nice to have details on timeline and concrete next steps
3. Manufacturing facility in Texas - again firm timeline and details on next steps
2. NASDAQ listing - similar to above …would be nice to have details on timeline and concrete next steps
3. Manufacturing facility in Texas - again firm timeline and details on next steps
Posted on 8/17/25 at 3:44 pm to igoringa
quote:
Whether it's a home or commercial construction curing time for concrete for this lab or the various stories is a huge contributor to the time.
Does the purity of the graphene have a significant impact on it's use as a concrete additive? I know purity makes a huge difference with the electrical properties, but I wouldn't think it would be as important with concrete.
I know product purity is important for batteries, but are there any other high volume uses where the 99.8% pure graphene could be a game changer?
Posted on 8/17/25 at 5:32 pm to Jax-Tiger
Posted on 8/17/25 at 6:28 pm to bayoubengals88
Bayoubengals doing work on Sunday. 
The reddit thread is a good read.
Just fyi, the OP has a strong write-up, and then someone else comes back with a strong counter discussing Future markets.
The reddit thread is a good read.
Just fyi, the OP has a strong write-up, and then someone else comes back with a strong counter discussing Future markets.
This post was edited on 8/17/25 at 6:45 pm
Posted on 8/17/25 at 6:39 pm to bayoubengals88
BayouB...do you have a stop loss for this stock? It's so volatile I'm going to give in a few months. I wish I bought in sooner but I'll avg down if needed.
Posted on 8/17/25 at 7:19 pm to TOPAL
quote:No, because they will raid the stop loss orders if they want to.
do you have a stop loss for this stock? It's so volatile I'm going to give in a few months. I wish I bought in sooner but I'll avg down if needed.
I think the company will do whatever it takes to get the $4 Nasdaq listing.
I see near term upside.
If that market falls apart not much we can do about that, except average down.
Posted on 8/17/25 at 7:24 pm to bayoubengals88
Do yall find it interesting that there's an earnings call on Thursday, and she scheduled a zoom meeting with investors on Tuesday?
Guesses to that strategy?
Guesses to that strategy?
Posted on 8/17/25 at 7:26 pm to bayoubengals88
quote:
New Reddit thread on HGRAF
The author works in chemical sales, including graphene.
I appreciate the post by the chemical sales guy.
To be clear though - he is looking at current market sales for graphene. If the TAM is truly what it is today (i.e. the graphene market does not grow), then absolutely this stock has no updside.
The play is not to take existing market share but expand the market. My presumption is the 65-70 companies talking to them are not as much trying to replace their current graphene supplier but are expanding the market - that is the purpose of the GEIC - not to window shop a new supplier of existing product.
I do appreciate the baseline though - it is healthy and good to see these opinions.
Posted on 8/17/25 at 8:10 pm to igoringa
Exactly.
TAM is too low, margins are too low, and based on what I’ve heard Kjirsten say, the money isn’t in concrete anyway.
And I’d have to think that if Hydrograph needs to make a cheaper graphene, they will. Don’t they have nine patents?
I just can’t get past the simple math of current orders being at 5k tons.
Did I mess up on my math? What gives??
Kjirsten has stated that 5 to 7 companies want excess of 1,000 tons of graphene.
At just 5,000 tons per year
250k per ton = $1.25B revenue
Net margin of 70% =875mm
(50k per ton is what it cost to produce so 70% margin is conservative)
Using P/E of 30: 875,000,000 x 30=26.25 billion
Again, PE of 30 is conservative.
26 billion or $52 per share IF massive dilution occurs, which is not needed.
How far away are they from these numbers? 2026 or 2027?
TAM is too low, margins are too low, and based on what I’ve heard Kjirsten say, the money isn’t in concrete anyway.
And I’d have to think that if Hydrograph needs to make a cheaper graphene, they will. Don’t they have nine patents?
I just can’t get past the simple math of current orders being at 5k tons.
Did I mess up on my math? What gives??
Kjirsten has stated that 5 to 7 companies want excess of 1,000 tons of graphene.
At just 5,000 tons per year
250k per ton = $1.25B revenue
Net margin of 70% =875mm
(50k per ton is what it cost to produce so 70% margin is conservative)
Using P/E of 30: 875,000,000 x 30=26.25 billion
Again, PE of 30 is conservative.
26 billion or $52 per share IF massive dilution occurs, which is not needed.
How far away are they from these numbers? 2026 or 2027?
Posted on 8/17/25 at 8:53 pm to igoringa
quote:
that is probably the craziest thing about this run - 99.9% of the investing in public have no clue about it right wrong or indifferent. The vast majority of the American investing can't even buy it if they wanted to with their current providers, including the subsection that tends to trade the most in the meme world. To have done this with those restrictions is rather remarkable and why the timing of opening the valves with an up list and more substantive news if and when it occurs could create a true stock explosion.
This^^^
I got in on SLI at $1.50 and rode it up to $12 then down to $7 where I sold.
This stock is following the exact path that SLI took. But this is on a much much faster track.
My best guess (based on the projections I have seen) is that the low end of the stock price at full production is about $3.50 a share.
I believe this will hit $4 by the end of this year and a high of $9 by the end of next year if the company goes into full production by the end of next year .
If we get DOD contracts we will hit $20 IMO.
If everything the CEO said is true this company will make bank.
I bought at 1.04 and sold at 1.47 then I did my research this weekend and I want back in.
Posted on 8/17/25 at 8:59 pm to Nursie21
quote:Geez. Good point.
Do yall find it interesting that there's an earnings call on Thursday, and she scheduled a zoom meeting with investors on Tuesday? Guesses to that strategy?
Did the earnings call date come from their website?
Posted on 8/17/25 at 9:01 pm to Guntoter1
quote:Would be a tough hold. Lots of possibilities at that point. Covered calls, leaps, diversifying.
If we get DOD contracts we will hit $20 IMO.
A man can dream.
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