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Message
re: Spec Play - HGRAF
Posted on 8/20/25 at 8:40 am to bayoubengals88
Posted on 8/20/25 at 8:40 am to bayoubengals88
Price kinda holding steady at 1.20
Will see.
I ain’t selling and nor will I
Will see.
I ain’t selling and nor will I
2
Posted on 8/20/25 at 8:43 am to masoncj
FWIW they did officially announce the Austin office in a press release this morning
Does not seem compatible with conspiracy to pump and dump…yet some will still believe this
Does not seem compatible with conspiracy to pump and dump…yet some will still believe this
Posted on 8/20/25 at 8:49 am to RedHawk
I am not planning on dumping, I plan to hold onto all of my shares until the Texas facility is announced (if it hits $4.00 usd). I plan to sell around 5% to 10% of my position at that point and then will play it by ear from there. I plan to sell another 5% to 10% when it hits $15.00+
She mentioned coatings in her call yesterday and specifically for military aircraft. That is not the primary application, the primary application is heat dissipation coatings for CPU/GPUs...think data centers and AI centers. I read a technical article that anticipates that these coatings can reduce the heat load and increase the cooling efficiencies upward of 40%. If that proves true I can see the stock price exceeding $100/share.
She mentioned coatings in her call yesterday and specifically for military aircraft. That is not the primary application, the primary application is heat dissipation coatings for CPU/GPUs...think data centers and AI centers. I read a technical article that anticipates that these coatings can reduce the heat load and increase the cooling efficiencies upward of 40%. If that proves true I can see the stock price exceeding $100/share.
Posted on 8/20/25 at 8:49 am to igoringa
Did you lend your shares or is this the rate that they are offering?
Posted on 8/20/25 at 8:57 am to MekaWarriors
She mentioned $250k per ton.
But that all changes if they have to change their application for all facets.
Next thing you know microchips cooling by 40% addition in efficiency could mean even more per ton.
FWIW, I added a small position in Black Swan Graphene as well. It was mentioned here.
But that all changes if they have to change their application for all facets.
Next thing you know microchips cooling by 40% addition in efficiency could mean even more per ton.
FWIW, I added a small position in Black Swan Graphene as well. It was mentioned here.
Posted on 8/20/25 at 8:59 am to MekaWarriors
quote:How would you know this?!
She mentioned coatings in her call yesterday and specifically for military aircraft. That is not the primary application, the primary application is heat dissipation coatings for CPU/GPUs...think data centers and AI centers. I read a technical article that anticipates that these coatings can reduce the heat load and increase the cooling efficiencies upward of 40%
Posted on 8/20/25 at 9:01 am to dstone12
I believe HydroGraph is the market leader, however look into First Graphene as well. They are out of Australia and have a relationship with Britain's largest cement producer. They are also marketing their graphene in the textile industry.
Posted on 8/20/25 at 9:02 am to bayoubengals88
How would I know the primary targeted application for graphene?
Posted on 8/20/25 at 9:05 am to igoringa
quote:
The interest rate fidelity is paying me on the shares went from 4% yesterday to 13%
If that’s what your getting then I assume the interest they’re charging is 2x that right?
Posted on 8/20/25 at 9:14 am to MekaWarriors
quote:Well sure, but I thought you were saying that data center applications were Hydrograph's primary target.
How would I know the primary targeted application for graphene?
Posted on 8/20/25 at 9:17 am to MekaWarriors
As in FGR?
Cannot find it on fidelity.
However there is a First Graphene at FGPHF
Cannot find it on fidelity.
However there is a First Graphene at FGPHF
Posted on 8/20/25 at 9:25 am to masoncj
Really appreciative this thread made its way here in time. Before the earnings call I bought and have been swing trading it to increase shares before this takes off to $10 on the NASDAQ next year like our fabulous SLI did when it moved over to a major exchange (sorry for the comparison to all my fellow SLI HODLers 
).
Bought 3k shares under $1 and now sitting at 5.5k shares from swing trading. If only i got a sell in when it was over $2 I could be sitting on 9k shares
Oh well here’s to a $100B market cap future
). Bought 3k shares under $1 and now sitting at 5.5k shares from swing trading. If only i got a sell in when it was over $2 I could be sitting on 9k shares
Oh well here’s to a $100B market cap future
Posted on 8/20/25 at 9:28 am to masoncj
Devils advocate from Chatgpt.
?? Caution Flags
No mention of customers, contracts, or revenue in the release. This is common for speculative growth companies: real estate news is easier than hard sales data.
The timing: operational by Feb 2026. That’s still 6+ months away—a long time in penny-stock land where hype can run well ahead of execution.
Headcount (30 by 2027) doesn’t scream “mass commercialization.”
?? Pump-and-Dump Angle?
This move doesn’t prove HydroGraph is a pump-and-dump, but it fits a pattern often seen in hype cycles:
Announce expansion (big building, new HQ).
Name-drop industries (aerospace, defense, batteries).
No revenue detail.
If a stock is already volatile (like HGRAF), a lease announcement can be used to keep momentum alive while investors wait for harder catalysts (contracts, partnerships, uplisting).
?? Caution Flags
No mention of customers, contracts, or revenue in the release. This is common for speculative growth companies: real estate news is easier than hard sales data.
The timing: operational by Feb 2026. That’s still 6+ months away—a long time in penny-stock land where hype can run well ahead of execution.
Headcount (30 by 2027) doesn’t scream “mass commercialization.”
?? Pump-and-Dump Angle?
This move doesn’t prove HydroGraph is a pump-and-dump, but it fits a pattern often seen in hype cycles:
Announce expansion (big building, new HQ).
Name-drop industries (aerospace, defense, batteries).
No revenue detail.
If a stock is already volatile (like HGRAF), a lease announcement can be used to keep momentum alive while investors wait for harder catalysts (contracts, partnerships, uplisting).
Posted on 8/20/25 at 9:30 am to bayoubengals88
I do not know HydroGraph's primary focus specifically, but I do know the primary markets for graphene in general. I can infer that HydroGraph is looking at heat dissipation and impermeable coatings if they are in discussions with the DoD.
I realize that none of you guys know me from anyone else, however I have several unique sources of information. I have been closely following the graphene industry since 2014.
I realize that none of you guys know me from anyone else, however I have several unique sources of information. I have been closely following the graphene industry since 2014.
Posted on 8/20/25 at 9:34 am to dstone12
FGPHF is the correct ticker on Fidelity. It is also traded on the Frankfurt exchange.
Do your research, the Breedon Cement trials should be concluding this year (they began in January 2025).
I do want to be clear that HydroGraph is my primary graphene stock at this point in time.
Do your research, the Breedon Cement trials should be concluding this year (they began in January 2025).
I do want to be clear that HydroGraph is my primary graphene stock at this point in time.
Posted on 8/20/25 at 9:51 am to MekaWarriors
quote:
They are out of Australia and have a relationship with Britain's largest cement producer. They are also marketing their graphene in the textile industry.
I was asking this question yesterday. It came out in the press conference that a lot of what is being advertised as "graphene", is actually graphite dust. The pure graphene has conductivity properties that graphite dust doesn't have. So do concrete and textiles require "pure" graphine, or will the cheaper stuff work just fine?
You mentioned coating for GPUs that will help dissipate the heat. That seems to be an application that would lend itself towards HGRAF's product. The concern I have is that it appears that these applications are more of a niche market, at this point, since using pure graphene on an industrial level just hasn't been done yet, due to lack of product.
What are the applications for "pure" graphene that can be taken to market in the short term to grow the company?
Posted on 8/20/25 at 10:08 am to MekaWarriors
quote:
Did you lend your shares or is this the rate that they are offering?
With fidelity someone along the line I opted in - and to opt out there are some hoops I have to do to call etc which i have not been successful at. So I guess I am feeding the beast
Posted on 8/20/25 at 10:16 am to BillysIsland
quote:
No mention of customers, contracts, or revenue in the release. This is common for speculative growth companies: real estate news is easier than hard sales data.
Not sure of what release this is referring to (are we taking about Austin HQ?). Her communication in my opinion on sales has been as good as it can be within regulatory disclosure requirements without have signed contracts yet. Ofcourse signed contracts are the key thesis but it has been transparent on when we shoudl expect those.
quote:
The timing: operational by Feb 2026. That’s still 6+ months away—a long time in penny-stock land where hype can run well ahead of execution.
A HQ does not really impact that - the HQ is not producing the material and again the timings announced match the purported timing of sales. Again she can be blowing smoke on the sales and that would make this worthless but that is the play.
quote:
Headcount (30 by 2027) doesn’t scream “mass commercialization.”
Again this is an HQ not the production facility. Given they are starting at basically 1-2 it is some kind of ramp lol
quote:
Announce expansion (big building, new HQ).
Not part of the promotion of the Company in any material way.
Posted on 8/20/25 at 10:17 am to BillysIsland
quote:It wasn't that kind of PR
No mention of customers, contracts, or revenue in the release.
quote:The Manhattan facility will remain operational with no overlap. A total non issue.
The timing: operational by Feb 2026. That’s still 6+ months away—a long time in penny-stock land where hype can run well ahead of execution.
quote:The patent and the people to turn on the machines is most important. I'm sure the business side of things will grow as needed. 30 would be plenty by 2027.
Headcount (30 by 2027) doesn’t scream “mass commercialization.”
Posted on 8/20/25 at 10:53 am to Jax-Tiger
You may already know this, however several factors have hindered the mass implementation of graphene into industry. The most commonly discussed is the uneconomical manufacturing process and the lack of industry standards, however the EPA just issued their [link=(significant new use rule)]https://www.federalregister.gov/d/2025-14256/p-3[/link] (SNUR) for graphene nanoplatelets in July 2025. This rule goes into effect in September 2025. It only applies to free graphene and not suspensions or composites containing graphene. Another limitation is the uniform application of graphene in the material. How can the graphene be added to a material without it clumping?
To answer your questions though, the preliminary results from the trials confirm that their graphene is sufficient in similar quantities. Compressive strength, impermeability (to water intrusion) and tensile strength are all drastically improved. The trials will continue through the this Winter to continue to assess these characteristics.
The purity of HydroGraph's product would be critical in the heat dissipation coatings. I imagine they would be the supplier of choice in this area, but that is pure speculation.
Immediate applications would be lubricants (was discussed on the call yesterday), can you imagine enhanced coolants, oils and other lubricants that decrease the decomposition of the base lubricant and can extend the life of equipment? If you can enhance a lubricant and increase uptime for industrial equipment by +20%, that would be significant. I have seen additional coating trials for container ships and preliminary data shows that it not only reduces the corrosion of the structural steel, but it increases the lubricant properties through the water and increases fuel efficiency. I am sure I am missing other immediate applications, however work has me distracted today.
To answer your questions though, the preliminary results from the trials confirm that their graphene is sufficient in similar quantities. Compressive strength, impermeability (to water intrusion) and tensile strength are all drastically improved. The trials will continue through the this Winter to continue to assess these characteristics.
The purity of HydroGraph's product would be critical in the heat dissipation coatings. I imagine they would be the supplier of choice in this area, but that is pure speculation.
Immediate applications would be lubricants (was discussed on the call yesterday), can you imagine enhanced coolants, oils and other lubricants that decrease the decomposition of the base lubricant and can extend the life of equipment? If you can enhance a lubricant and increase uptime for industrial equipment by +20%, that would be significant. I have seen additional coating trials for container ships and preliminary data shows that it not only reduces the corrosion of the structural steel, but it increases the lubricant properties through the water and increases fuel efficiency. I am sure I am missing other immediate applications, however work has me distracted today.
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