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Started By
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1
Posted on 8/22/25 at 10:38 am to Nursie21
Just lost all that 10% momentum and it’s back down again.
Posted on 8/22/25 at 10:53 am to Nursie21
quote:
Am i correct in thinking that this stock can only be shorted on the Canadian market
I don't think so. I know my H graph shares have been lent out by Fidelity, and thus are being shorted.
Posted on 8/22/25 at 11:01 am to dstone12
quote:All consolidation is healthy. More buying in the 1.40s helps create more of a base for the next leg up.
Just lost all that 10% momentum and it’s back down again.
If it makes a leg up without forming a solid foundation first (overextended), then you'd probably do well to sell a few shares.
All of this assumes moves on no news of course.
Posted on 8/22/25 at 11:55 am to dstone12
I feel this thing is on the Shorties list for awhile. I see it bouncing like a basketball for the immediate future (same with First Graphene). Like BayouBengal mentioned, for HG, I maintain a base amount of shares and then add and take away at certain price intervals (for me I buy below $1.10 usd and sell above $1.50 usd).
If you care to know, I buy First Graphene below $0.025 usd and sell above $0.033 usd in 200,000 share blocks and I maintain a base of 1million shares.
If you care to know, I buy First Graphene below $0.025 usd and sell above $0.033 usd in 200,000 share blocks and I maintain a base of 1million shares.
Posted on 8/22/25 at 12:00 pm to MekaWarriors
Do you ever see LBTI getting off the ground?
Posted on 8/22/25 at 12:05 pm to dstone12
I have not looked into that one, but I will give it a looksie and get back with you. My overall thoughts on lithium is that it is slowly dying. The safety, health and environmental risks of lithium salt based battery technology is just too great...not to mention the ethical issues with it (and cobalt) for that matter.
If I were to bank on any metal/mineral at the moment, it would be hands-down antimony.
If I were to bank on any metal/mineral at the moment, it would be hands-down antimony.
This post was edited on 8/22/25 at 12:07 pm
Posted on 8/22/25 at 12:28 pm to igoringa
Haven't read the entire thread, but what's the make it stack (amount) for HGRAF?
Posted on 8/22/25 at 12:47 pm to The Scofflaw
quote:I think that HGRAF is $7 by next summer.
Haven't read the entire thread, but what's the make it stack (amount) for HGRAF?
So do you want $70,000 by then or $700,000?
Posted on 8/22/25 at 1:01 pm to bayoubengals88
I agree...I see $5 to $7 by next Summer, $10 to $20 by Summer 2027 and once the Texas facility gets to full production $150+
I do not buy into the $1,000 valuation that Kevin Bambrough is quoting.
I do not buy into the $1,000 valuation that Kevin Bambrough is quoting.
Posted on 8/22/25 at 1:48 pm to MekaWarriors
quote:
My overall thoughts on lithium is that it is slowly dying.
Well... with the exception of SLI.... Right??
(Asking for some friends).
Posted on 8/22/25 at 2:25 pm to MekaWarriors
quote:
$10 to $20 by Summer 2027
How do you understand the timing of them scaling the Hyperion units?
Everyone quotes Kjirstin as saying that they will have 5-7 customers who want >1,000 tons annually.
They would need 200 Hyperion reactors to reach that kind of production (200 x 25 tons/year = 5,000 tons).
Should we expect those orders to come in during 2026? Are those "the big contracts"?
Would they work toward that goal throughout 2026-27 in hopes of scaling to 200 units by 2028?
Is it realistic to think that 2027 is all about maxing out the 15 units at 350 tons of production? Or is that a 2026 goal?
Fifteen units can produce the 70mm net revenue that Jay and Kerry talked about a couple of weeks back. 70 million x 30 = 2.1 billion valuation
2.1bn / 300mm shares = $7 per share
That's why I'm thinking $7 by next summer ($8 if no dilution. See below), as the market looks forward to 2027.
Is all of that in line with your expectations/thoughts?
-----
I'm factoring in a 12.7% dilution for a capital raise.
If she can raise 34mm shares at $5, that's 170mm cash.
Is that where the massive scaling comes in?
100mm of that cash buys them another 140 reactors...
But how soon will those be up and running?
2026: 10mm net rev
2027: 70mm
2028: ??
2029: ???
This post was edited on 8/22/25 at 2:52 pm
Posted on 8/22/25 at 2:51 pm to bayoubengals88
I believe it is a 2026 goal to max out the 15 units, however Ms. Breure mentioned that the Houston facility is existing and once the pipeline is in place the purity (lack of solvent) of the feedstock will increase, this will in-turn increase production since they will not have to process the compressed acetylene. If she is to believed, they have no need to dilute. She said she receives multiple offers per day for capital and they have no need. It appears they are raising enough capital with their existing shares.
Their biggest hurdle is regulatory, I am not sure how much CO is produced by their process, however this could be a concern in the Houston area. CO is a precursor for NOX and if their potential emissions trigger major source (Title V) permitting or Heaven forbid PSD permitting thresholds we will be slamming on the brakes. This is pure speculation on my part though.
Their biggest hurdle is regulatory, I am not sure how much CO is produced by their process, however this could be a concern in the Houston area. CO is a precursor for NOX and if their potential emissions trigger major source (Title V) permitting or Heaven forbid PSD permitting thresholds we will be slamming on the brakes. This is pure speculation on my part though.
Posted on 8/22/25 at 2:57 pm to MekaWarriors
quote:
I agree...I see $5 to $7 by next Summer, $10 to $20 by Summer 2027 and once the Texas facility gets to full production $150+ I do not buy into the $1,000 valuation that Kevin Bambrough is quoting.
She was very confident they would be at $4 prior to listing Nasdaq by Feb.
If this duplicates SLI we will be at $7 by march.
Posted on 8/22/25 at 2:59 pm to Guntoter1
So what percentage do YOU think it’s north of $4 next summer vs going bust? What could cause it to go bankrupt?
Posted on 8/22/25 at 3:07 pm to dallastiger55
If this is going bankrupt at some point, I believe it will never get listed on the DAQ.
Kjirsten said they WILL have a $10 mm purchase order late this year. If that happens we hit $4 and get listed.
The catalyst will be that sale.
That’s the news I am waiting for.
If that does not happen this year then I will sell.
Kjirsten said they WILL have a $10 mm purchase order late this year. If that happens we hit $4 and get listed.
The catalyst will be that sale.
That’s the news I am waiting for.
If that does not happen this year then I will sell.
Posted on 8/22/25 at 3:18 pm to Guntoter1
quote:And that's only 40 tons. Big orders in the future are supposedly upwards of 1,000 tons.
Kjirsten said they WILL have a $10 mm purchase order late this year. If that happens we hit $4 and get listed.
Five of those orders and that's where you get a conservative $75 stock price (20bn dollar valuation with no dilution). Conservative because that's only 20x earnings.
I'd say we are realistically three years away.
This post was edited on 8/22/25 at 3:21 pm
Posted on 8/22/25 at 3:19 pm to bayoubengals88
ok thanks, maybe ill grab more Monday. I only have 4k shares
Posted on 8/22/25 at 7:58 pm to dallastiger55
Someone just posted on X that I’m seeking alpha an analyst posted a sell rating. It’s their first rating.
Posted on 8/22/25 at 11:25 pm to igoringa
So, is this the de facto thread now for all Graphene/Graphite chatter?
Idk... That said, any opinions on WWR out of Alabama?
Idk... That said, any opinions on WWR out of Alabama?
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