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re: Spec Play - HGRAF
Posted on 8/20/25 at 4:37 pm to Who_Dat_Tiger
Posted on 8/20/25 at 4:37 pm to Who_Dat_Tiger
If I owned 18m shares you better believe I would be doing what he is doing.
Hell I would probably be living in Manhattan , KS
Hell I would probably be living in Manhattan , KS
Posted on 8/20/25 at 6:45 pm to masoncj
I gave the interview a second listen.
She nailed it.
The last 25 minutes are exceptional.
$5-10 by spring.
She nailed it.
The last 25 minutes are exceptional.
$5-10 by spring.
Posted on 8/20/25 at 9:03 pm to Who_Dat_Tiger
quote:
he’s holding onto his 18M shares until it hits $1000/sh in 3 years
Well, if it only hit $100, he is fooked.
Posted on 8/20/25 at 9:28 pm to Hangit
Dang I was tied up during the tDip today.
Posted on 8/20/25 at 10:01 pm to bayoubengals88
I 100% agree. She knows the technical side and is very articulate. She may not be driving the research and development but she can hang in the room and discuss it.
Posted on 8/21/25 at 6:12 am to MekaWarriors
Nm
This post was edited on 8/21/25 at 6:16 am
Posted on 8/21/25 at 8:02 am to supadave3
New facility is 8 minutes from Tesla. Surely Elon knows about her?
Posted on 8/21/25 at 8:24 am to dallastiger55
quote:
New facility is 8 minutes from Tesla. Surely Elon knows about her?
I'm not sure that we really want Elon in this picture yet.
Posted on 8/21/25 at 8:41 am to Nursie21
Some big BUY orders happening this morning.
Blocks of 45,000 and 23,200
Blocks of 45,000 and 23,200
Posted on 8/21/25 at 8:44 am to Nursie21
quote:
I'm not sure that we really want Elon in this picture yet.
I can't imagine Elon doesn't have some ideas about what to do with pure graphene - whether with battery technology for Teslas, coatings for his rockets, or any of a number of things to do with his robots.
I don't know that I want him involved in the business, but I would certainly think he would be a potential customer. Could that have anything to do with why the HQ is in Austin and not Houston?
Posted on 8/21/25 at 9:01 am to Jax-Tiger
Sold 18 percent of holding at 1.39
I'm still terribly overweight
I'm still terribly overweight
Posted on 8/21/25 at 9:02 am to Jax-Tiger
I agree. I just don't want him to buy the whole damn thing.
Posted on 8/21/25 at 9:03 am to Jax-Tiger
I agree, love him or hate him, Elon violates one of my major investment rules and that is to have a highly visible, volatile and controversial company representative. I know some new battery technologies (Solidon) use graphene to deal with dendrite formation. It is possible that HydroGraph is supplying this graphene?
Posted on 8/21/25 at 9:43 am to Nursie21
quote:
I just don't want him to buy the whole damn thing.
Yeah, I don't see him buying the whole thing. I think Elon tends to be more interested in the technology side of things and less the materials. Owning the Hydrograph would be a distraction for him and I don't know if he wants to deal with all that. I think he would prefer to have a huge sandbox filled with pure graphene to play with.
I could be wrong, though.
Posted on 8/21/25 at 9:44 am to MekaWarriors
Martin: Are there any plans for financing in the next six months?
Kjirstin: No, I get an offer probably 3 or 4 times a day…all favourable terms, we could be raising 50, 100 million right now with this momentum.
We are not looking for capital. We have rejected all of those offers.
We know that we have upcoming news, and we are very excited to really just continue this momentum. And, you know, short selling (aside), I think that we’re really just getting off the ground right now.
1:05:53
Kjirstin: No, I get an offer probably 3 or 4 times a day…all favourable terms, we could be raising 50, 100 million right now with this momentum.
We are not looking for capital. We have rejected all of those offers.
We know that we have upcoming news, and we are very excited to really just continue this momentum. And, you know, short selling (aside), I think that we’re really just getting off the ground right now.
1:05:53
This post was edited on 8/21/25 at 9:46 am
Posted on 8/21/25 at 9:51 am to MekaWarriors
They talk about lightening the airplanes, but what about automobiles? Especially electric vehicles. What if improved batteries and lighter vehicles gets us to 1000 miles to a single charge?
To me, that would be a game changer, because it means you can drive all day without having to stop and charge. Drive for 12 hours and plug it up overnight.
To me, that would be a game changer, because it means you can drive all day without having to stop and charge. Drive for 12 hours and plug it up overnight.
Posted on 8/21/25 at 10:05 am to MekaWarriors
FGPHF Is now up 20% today. I wonder if the HGRAF volatility is now going to spill over?
Posted on 8/21/25 at 10:14 am to bayoubengals88
quote:
Martin: Are there any plans for financing in the next six months?
Kjirstin: No, I get an offer probably 3 or 4 times a day…all favourable terms, we could be raising 50, 100 million right now with this momentum.
We are not looking for capital. We have rejected all of those offers.
We know that we have upcoming news, and we are very excited to really just continue this momentum. And, you know, short selling (aside), I think that we’re really just getting off the ground right now.
This and her calling the $4 by IPO shot showed immense confidence and put her out there. Skeptics would point to part of a pump but again she has zero incentive to pump (well a little new equity but missed 1000% of the rise). She is generally conservative in disclosing information otherwise but is flat adament on this stuff. I found it persuasive but can see others wanting to see more proof (which ofcourse is impossible). Time will be our judge
Posted on 8/21/25 at 10:28 am to igoringa
quote:
I found it persuasive but can see others wanting to see more proof (which ofcourse is impossible). Time will be our judge
I try my best to look at both sides, and I'm excited about the potential. I have all the stock I want for now, and am going to wait for contracts to come in before deciding if I want more.
One little thing that bothered me is how she discussed prioritizing "low hanging fruit" with near term contracts - stuff like adding graphene to cement, etc... Those applications are the same things that use the low grade graphene (graphite powder). It seems like she's setting it up to kick the can down the road for the real opportunities for Hydrograph to shine. I hope that doesn't mean they are still struggling with scaling this up.
If the graphene is pure, I want to hear more about applications where Hydrograph graphene will be the superior option. That, too me, is the difference maker. If it turns out that they just created a different way of making the same stuff everyone else has, then this is not going to go as far as we think it will.
This post was edited on 8/21/25 at 10:29 am
Posted on 8/21/25 at 10:35 am to Jax-Tiger
You won't have to wait overnight, this new battery technologies (AMPX) enhanced with graphene can reach 80% charge in less than an half an hour. They are getting very close to matching the time it takes to refill an IC engine.
This post was edited on 8/21/25 at 10:36 am
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