Domain: tiger-web1.srvr.media3.us Spec Play - HGRAF | Page 31 | Money Talk
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re: Spec Play - HGRAF

Posted on 8/18/25 at 10:03 am to
Posted by Nursie21
Member since Nov 2018
219 posts
Posted on 8/18/25 at 10:03 am to
quote:

That’s got to be a whale


Maybe he'll tell his buddy about it over lunch and he'll get some FOMO too.
Posted by RollTide4Ever
Nashville
Member since Nov 2006
19804 posts
Posted on 8/18/25 at 10:07 am to
Doug Casey alerted me to this.
Posted by IVmedtiger
Member since Nov 2013
19 posts
Posted on 8/18/25 at 10:15 am to
Let’s hope so, interest is really picking up
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27209 posts
Posted on 8/18/25 at 10:24 am to
quote:

A few thousand dollars in profit is not going to change my lot in life… hoping for something on the order of magnitude of $100 a share


I think I made the lottery ticket analogy. I know there are people who start out with 100 shares and then buy and sell on the valleys and peaks, and use the gains to build up their position, not to take the profits.

That strategy is not working that well here, and I'm guessing some folks have been burned a bit, up to this point...

I generally check in on things on breaks, but don't have enough time to monitor things to that level. I generally pick stocks for their long term value - ones that I think I should hold for at least a year. This one fits that profile. I think it will be 6 months before we have a clear picture of the which direction this one is going. If this is an acquisition play, I hope they don't fast track it...
Posted by RollTide4Ever
Nashville
Member since Nov 2006
19804 posts
Posted on 8/18/25 at 10:32 am to
I bought some shares with proceeds from mp materials.
Posted by igoringa
South Mississippi
Member since Jun 2007
12279 posts
Posted on 8/18/25 at 10:48 am to
quote:

I generally check in on things on breaks, but don't have enough time to monitor things to that level. I generally pick stocks for their long term value - ones that I think I should hold for at least a year. This one fits that profile. I think it will be 6 months before we have a clear picture of the which direction this one is going. If this is an acquisition play, I hope they don't fast track it...


I am with you mainly, but on speculative picks such as this one I do try to derisk when the opportunity arises.

As I noted, to me the result is binary - the Company is worth 0 or worth several billion.

By shaving less than 20% of my investment - I have gotten to the point that my binary result is basically close to break even or updside of 100K shares.

I think it would not have been prudent of me, no matter how confident, to not have derisked when the opportunity presented.

Now granted if I had thrown in $1k or $2K, I would have likely not trimmed at all - but to each their own.
Posted by bayoubengals88
LA
Member since Sep 2007
23725 posts
Posted on 8/18/25 at 11:06 am to
quote:

That strategy is not working that well here, and I'm guessing some folks have been burned a bit, up to this point...

No, it's not
But the 2,300 shares I sold this morning more than covered my first 5,940 shares that I originally bought before doing any selling.
So it appears that I've recouped by original buys and then some?
Posted by tigerfoot
Alexandria
Member since Sep 2006
61052 posts
Posted on 8/18/25 at 11:17 am to
quote:

No, it's not
But the 2,300 shares I sold this morning more than covered my first 5,940 shares that I originally bought before doing any selling.
So it appears that I've recouped by original buys and then some?
If I follow correctly, that is what I would have done. I have my little 1k in shares, so my greed is, in all likelihood going to lose me 1000 bucks versus make 1500.
Posted by bayoubengals88
LA
Member since Sep 2007
23725 posts
Posted on 8/18/25 at 11:22 am to
quote:

I have my little 1k in shares, so my greed is, in all likelihood going to lose me 1000 bucks versus make 1500.
I really think this thing is $5 to 10 next year. No sweat!

I just thought that my "absurd" 2.41 sell wouldn't hit, so I can't be mad about that.
Posted by dallastiger55
Jennings, LA
Member since Jan 2010
33585 posts
Posted on 8/18/25 at 11:26 am to
holy shite what just happened? Did something drop?

anyone buying more today?
Posted by RedHawk
Baton Rouge
Member since Aug 2007
9584 posts
Posted on 8/18/25 at 11:30 am to
quote:

But the 2,300 shares I sold this morning more than covered my first 5,940 shares that I originally bought before doing any selling. So it appears that I've recouped by original buys and then some?


I’ve done something similar. I have 2,000 shares and it is basically house money at this point so I’m riding it up or down. Don’t want to sell anymore for a long time.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27209 posts
Posted on 8/18/25 at 11:32 am to
quote:

But the 2,300 shares I sold this morning more than covered my first 5,940 shares that I originally bought before doing any selling.
So it appears that I've recouped by original buys and then some?


That's the theory. In theory, you have probably already done that because I know you have made profits on NBIS. You could easily say that your profits on NBIS have covered your purchase of HGRAF and that you are covered, right? It's all how you work it out in your own mind, but I don't believe that my profits necessarily have to be from the same stock. The bottom line is that if you are invested, you are at risk. Any time you take profits, you derisk, but you are back at risk if you reinvest it.

In this case, I believe this is an acquisition play, and I'll be happy if it goes to above $20/share before it is acquired. I hope I'm wrong and they take this up to $100+/share. I think we're all hoping this is the path we're on and that it isn't an elaborate grift to make Kevin B and the HGRAF executive team rich as hell. It doesn't feel like that to me, though.



This post was edited on 8/18/25 at 11:39 am
Posted by bayoubengals88
LA
Member since Sep 2007
23725 posts
Posted on 8/18/25 at 11:39 am to
quote:

The bottom line is that if you are invested, you are at risk.
This is true. I don't really believe in the thought of "I'm riding for free now".
Unrealized gains are your money. If you had 90,000 in unrealized gains and now you have just 40,000, you lost money!

quote:

In this case, I believe this is an acquisition play, and I'll be happy if it goes to above $20/share before it is acquired. I hope I'm wrong and they take this up to $100+/share. I think we're all hoping this is the path we're on and that it isn't an elaborate grift to make Kevin B and the HGRAF executive team rich as hell. It doesn't feel like that to me, though.

I'm not getting the grift feel. The more I question it, the more confident I am in the reality of the genuine opportunity.
Posted by dallastiger55
Jennings, LA
Member since Jan 2010
33585 posts
Posted on 8/18/25 at 11:49 am to
A lot of people on Reddit are saying this will fall off a cliff after earnings on the 21st

Are you guys still buying or are you waiting until then?
Posted by Fat Bastard
alter hunter
Member since Mar 2009
89965 posts
Posted on 8/18/25 at 11:52 am to
quote:

A lot of people on Reddit


stopped reading right there
Posted by bayoubengals88
LA
Member since Sep 2007
23725 posts
Posted on 8/18/25 at 12:04 pm to
quote:

A lot of people on Reddit are saying this will fall off a cliff after earnings on the 21st

That's funny because I seriously doubt we get any kind of earnings report on 8/21. If it doesn't come from the company website then there's no reason to believe it. Classic FUD.

In other news,
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Posted by dallastiger55
Jennings, LA
Member since Jan 2010
33585 posts
Posted on 8/18/25 at 12:08 pm to
So what’s happening on August 21 I keep hearing about? I’ve seen that date multiple times.
Posted by igoringa
South Mississippi
Member since Jun 2007
12279 posts
Posted on 8/18/25 at 12:22 pm to
quote:

A lot of people on Reddit are saying this will fall off a cliff after earnings on the 21st

Are you guys still buying or are you waiting until then?



That is craziness - earnings release means nothing for this company right now. I will ruin the surprise - They will reportlike 20-30 grand in revenue like last quarter and a little over $1 million in expenses like last quarter.

I doubt there is an earnings call - not what they companies tend to do - tomorrow will be more insightful with her media call.

Remember the earnings on Thursday are as of 6/30/25 - well before anything (and just a note, HGRAF does not have calendar year end so it is actually Q3 results).

I cannot imagine what investment decision is pending for anyone on that date.

I am more interested in a current share count and warrant count, but the financials will not show that
Posted by dallastiger55
Jennings, LA
Member since Jan 2010
33585 posts
Posted on 8/18/25 at 12:34 pm to
so i imagine the shares will continue to rise if the CEO is talking tomorrow. Shes going to have nothing but good news.
Posted by bayoubengals88
LA
Member since Sep 2007
23725 posts
Posted on 8/18/25 at 12:37 pm to
quote:

igoringa
So I just discovered ceo.ca
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