Domain: tiger-web1.srvr.media3.us Spec Play - HGRAF | Page 58 | Money Talk
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re: Spec Play - HGRAF

Posted on 8/29/25 at 9:20 am to
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19627 posts
Posted on 8/29/25 at 9:20 am to
quote:

mine aren't lent out on Schwab either


It could be that larger houses have internal guardrails for these types of activities that other more loose platforms do not?
Posted by Nursie21
Member since Nov 2018
219 posts
Posted on 8/29/25 at 9:24 am to
You get an email everyday telling you the rate, etc.

It's also indicated in your positions.
Posted by bobaftt1212
Hills of TN
Member since Mar 2013
1378 posts
Posted on 8/29/25 at 9:28 am to
Do you guys think there will be an opportunity to lower my cost again? I have 900 shares at 1.43. Would you sell and try to buy back in closer to a dollar.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19627 posts
Posted on 8/29/25 at 9:33 am to
Don’t ask me. I have the Shitas Touch when it comes to timing.
This post was edited on 8/29/25 at 10:25 am
Posted by StonewallJack
Member since Apr 2008
950 posts
Posted on 8/29/25 at 9:40 am to
Yes this is swinging back and forth!! Sell high and buy low
Posted by masoncj
Atlanta
Member since Jun 2023
624 posts
Posted on 8/29/25 at 9:43 am to
If no contracts are announced by end of year the stock could sink

That said if even one significant contract is announced it will be over $4 imho

Posted by Nursie21
Member since Nov 2018
219 posts
Posted on 8/29/25 at 9:50 am to
One thing my dumbass brain is slowly realizing is that whenever ANYONE tells you what a stock is going to do, no matter how strongly they say it, you should add the word MAYBE to the end of their sentence.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19627 posts
Posted on 8/29/25 at 10:24 am to
quote:

Yes this is swinging back and forth!! Sell high and buy low


That’s a lot of work for twenty cent swings.
Posted by bayoubengals88
LA
Member since Sep 2007
23763 posts
Posted on 8/29/25 at 11:12 am to
quote:

That’s a lot of work for twenty cent swings.

A couple o' clicks for 15% on your money is too much work?
Posted by StonewallJack
Member since Apr 2008
950 posts
Posted on 8/29/25 at 11:22 am to
quote:

That’s a lot of work for twenty cent swings.
A couple o' clicks for 15% on your money is too much work?


A lot of stress, not much work
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19627 posts
Posted on 8/29/25 at 12:00 pm to
quote:

A couple o' clicks for 15% on your money is too much work?


You’re a bigger player than I am. I’d end up losing $1,000 from some mid day swing trying make $20.
Posted by RedHawk
Baton Rouge
Member since Aug 2007
9585 posts
Posted on 8/29/25 at 12:16 pm to
quote:

A couple o' clicks for 15% on your money is too much work?


How about long term gains taxes? What does that do to your 15% return?
Posted by Paul Allen
Montauk, NY
Member since Nov 2007
78080 posts
Posted on 8/29/25 at 12:44 pm to
quote:

How about long term gains taxes? What does that do to your 15% return?


Great question. I’ve often wondered about this. No one really brings this up on this board nearly enough.
Posted by ynlvr
Rocket City
Member since Feb 2009
5424 posts
Posted on 8/29/25 at 1:36 pm to
Short terms gains, taxable as such
Posted by bayoubengals88
LA
Member since Sep 2007
23763 posts
Posted on 8/29/25 at 2:05 pm to
It's all added/subtracted for the year. If I make 11k in one brokerage and lose 10k in another (realized gains/losses) then I'll owe taxes on $1,000.

quote:

short-term capital gains are taxed at your ordinary income tax rate. These apply to assets held for one year or less. The rates depend on your income and filing status, ranging from 10% to 37% for 2025, based on federal income tax brackets. State taxes may also apply. For precise calculations, check the IRS guidelines or consult a tax professional.

Posted by igoringa
South Mississippi
Member since Jun 2007
12279 posts
Posted on 8/29/25 at 2:09 pm to
So I have seen in some of the last gasps of the shorts, the mentions of the several million in options/rsu granted to management in August as evidence of the pump and dump and management enrichment over the investors. The irony is, IMO, it is primary evidence against this being a pump and dump as all those options and RSUs are subject to graded vesting. Specifically, none of them are vested right now (ie management cannot exercise them) and they cannot for a year (for 1/3rd), 2 years for 1/3rd and 3 years for 1/3rd. But the exercise prices of the options are priced off August prices (ie $1.25 in most cases).

So for this to be a management pump and dump, this would have had to be the master plan. They have a $0.10 stock but pump it 1200 percent. Only after pumping it 1200% do they issue themselves options which require to be exercised at this new pumped value, and can't be done for a year.

What kind of freaking pump and dump is that? That would be the worst designed P&D in history.

Bottom line, management doesnt gain shite from these options unless the price is north over a year in the future from the issuance date (for options). So it a P&D they are worthless.

The shorts just really do not think these things through or understand the mechanics.
Posted by Longer Tail Tiger
Member since Dec 2019
318 posts
Posted on 8/29/25 at 10:07 pm to
quote:

So I have seen in some of the last gasps of the shorts, the mentions of the several million in options/rsu granted to management in August as evidence of the pump and dump and management enrichment over the investors. The irony is, IMO, it is primary evidence against this being a pump and dump as all those options and RSUs are subject to graded vesting. Specifically, none of them are vested right now (ie management cannot exercise them) and they cannot for a year (for 1/3rd), 2 years for 1/3rd and 3 years for 1/3rd. But the exercise prices of the options are priced off August prices (ie $1.25 in most cases).

So for this to be a management pump and dump, this would have had to be the master plan. They have a $0.10 stock but pump it 1200 percent. Only after pumping it 1200% do they issue themselves options which require to be exercised at this new pumped value, and can't be done for a year.

What kind of freaking pump and dump is that? That would be the worst designed P&D in history.

Bottom line, management doesnt gain shite from these options unless the price is north over a year in the future from the issuance date (for options). So it a P&D they are worthless.

The shorts just really do not think these things through or understand the mechanics.


Very well-reasoned, articulated, and logically set forth post, very much appreciated by me!
Posted by Longer Tail Tiger
Member since Dec 2019
318 posts
Posted on 8/29/25 at 11:56 pm to
"A Tribute to Kevin Bambrough, HydroGraph's Education Tsar"
LINK
Posted by Guntoter1
Baton Rouge
Member since Nov 2020
1588 posts
Posted on 8/30/25 at 9:27 am to
Specifically, none of them are vested right now (ie management cannot exercise them) and they cannot for a year (for 1/3rd), 2 years for 1/3rd and 3 years for 1/3rd. But the exercise prices of the options are priced off August prices (ie $1.25 in most cases)

• The exercise price ~$1.25 for the large CEO option grant in August 2025 is real and shown in the CSE Form 11s. ?
• The Form 11s do not state the vesting schedule for those August grants; they therefore do not prove the “none vested right now; vesting 1/3 at 1, 2 and 3 years” story. It might be true (that’s a common schedule), but the public exchange notices don’t contain that detail. ?

Still good info and good news.
Thanks for the info

Edit.. I was able to verify the 1/3 vesting at 9,18 and 27 months.
Although 25% was vested at the start date.
I have tried really hard to find flaws in this company but I can’t.

I think we are going to make bank.

This post was edited on 8/30/25 at 10:03 am
Posted by igoringa
South Mississippi
Member since Jun 2007
12279 posts
Posted on 8/30/25 at 10:00 am to
Form 11s are required to announce the options but bizarrely do not give the terms. it is a standard form.

But on 8/28 they released Q3 financials and in sub events outline the terms of these issuances . All august issuances of options and RSUs are subject to the vesting schedule i noted - good news indeed
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