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re: Spec Play - HGRAF
Posted on 10/18/25 at 11:39 pm to Longer Tail Tiger
Posted on 10/18/25 at 11:39 pm to Longer Tail Tiger
So am I hearing I’m not too late on this? 50billikn market cap would be $340 a share
2
Posted on 10/19/25 at 8:49 am to Craft
50 billion by next year may be a bit of hyperbole, since the total graphene market is under $1B, right now and most of the markets for the stuff have to be created...
Posted on 10/19/25 at 9:07 am to Jax-Tiger
If the technology is as groundbreaking as we all hope it is my biggest fear is some international chemical company has a squad of scientists working to reproduce it in a way that works around the patents. HGRAF needs to get in production mode ASAP.
Posted on 10/19/25 at 9:25 am to SquatchDawg
quote:
If the technology is as groundbreaking as we all hope it is my biggest fear is some international chemical company has a squad of scientists working to reproduce it in a way that works around the patents. HGRAF needs to get in production mode ASAP.
Am I a jerk for wanting to know who these companies are?
Need to hedge.
Posted on 10/19/25 at 1:55 pm to SquatchDawg
quote:
If the technology is as groundbreaking as we all hope it is my biggest fear is some international chemical company has a squad of scientists working to reproduce it in a way that works around the patents. HGRAF needs to get in production mode ASAP.
Question posed by me:
How likely is it a large international chemical company having a squad of scientists working to produce graphene of a similar quality at a similar cost to Hydrograph Clean Power Inc.'s graphene could do so without violating the patents Hydrograph Clean Power Inc. has?
Per Copilot (AI),
Great question—this is exactly the kind of layered, comparative analysis you thrive on. Let’s break it down into three dimensions: HydroGraph’s patent position, the technical landscape of graphene production, and the strategic options available to a large chemical company.
?? 1. HydroGraph’s Patent Position
Foundational patents: HydroGraph’s core synthesis patents were originally licensed from Kansas State University. These cover their detonation method for producing “Fractal Graphene™,” which is ultra-pure and scalable at relatively low cost.
Expansion patents: They’ve since filed and received patents not just on synthesis but also on applications (e.g., actuators, coatings, composites.
Breadth: Their IP portfolio is growing, but it’s not yet as sprawling as, say, IBM’s or Samsung’s graphene filings. That means there may be room for alternative methods outside their claims.
?? 2. Technical Landscape of Graphene Production
There are multiple industrial pathways to graphene:
Method Typical Quality Cost Profile Patent Risk vs. HydroGraph
Detonation / plasma synthesis (HydroGraph’s method) Very high purity, scalable Low-to-moderate High risk of infringement (HydroGraph’s core IP)
Chemical vapor deposition (CVD) High quality, large-area sheets Expensive Low risk (different process)
Liquid-phase exfoliation Moderate quality, scalable Moderate Medium risk (depends on additives/solvents used)
Electrochemical exfoliation Variable quality Low-to-moderate Medium risk
Pyrolysis of organic precursors Lower quality Low Low risk
So, a large chemical company could avoid HydroGraph’s patents by pursuing CVD, exfoliation, or pyrolysis—but matching HydroGraph’s cost-to-quality ratio is the real challenge.
?? 3. Strategic Options for a Large Chemical Company
Design-around strategy: Develop a different synthesis route (e.g., CVD or exfoliation) that avoids HydroGraph’s detonation IP. This avoids infringement but may not hit the same cost/quality sweet spot.
Cross-licensing or acquisition: Acquire HydroGraph or license their patents. This is often cheaper than years of R&D plus litigation risk.
Patent challenge: Attempt to invalidate HydroGraph’s patents
(arguing prior art or obviousness). Risky, but large firms sometimes pursue this.
Hybrid approach: Use a different method for bulk production, then refine or functionalize graphene to approximate HydroGraph’s performance.
?? Likelihood Assessment
Without violating patents: Moderate likelihood. A large chemical company could absolutely make graphene of similar quality, but doing so at similar cost without touching HydroGraph’s detonation IP is difficult.
Most probable outcome: They’d either (a) produce graphene at
higher cost using CVD/exfoliation, or (b) negotiate licensing with HydroGraph to gain access to the low-cost detonation route.
[b]Competitive edge:[/b] HydroGraph’s moat is not just patents—it’s the cost-quality balance of their process. Replicating that balance without infringement is possible, but not trivial.
Posted on 10/19/25 at 4:21 pm to Craft
quote:
50billikn market cap would be $340 a share
I could struggle by on the profits from $340/share. I would like to hear the IRS was dissolved before selling. A 14% VAT would be so much more helpful.
Posted on 10/19/25 at 5:17 pm to Hangit
Hangit - In Abbotsford - it is that time of the year smell wise if you know what I mean - unbelievable.
Posted on 10/19/25 at 6:35 pm to igoringa
Igroinga, the hell you been?
I need you and Meka on this thread daily.
I need you and Meka on this thread daily.
This post was edited on 10/19/25 at 8:08 pm
Posted on 10/19/25 at 6:57 pm to igoringa
quote:
it is that time of the year smell wise if you know what I mean
The Matsqui perfume is hanging thick? I am trying but cannot think of a way for graphene to improve that. They use pig shite to fertilize the Brussel sprouts.
Posted on 10/19/25 at 7:37 pm to Hangit
quote:
They use pig shite to fertilize the Brussel sprouts.
Hog and chicken poop are excellent fertilizers, especially the chicken, if cured; if not cured it can burn garden plants. I recall having killed a good-sized fig tree with too much uncured chicken poop too close to a fig tree.
Posted on 10/20/25 at 8:40 am to Longer Tail Tiger
Posted on 10/20/25 at 9:58 am to Hangit
quote:
They use pig shite to fertilize the Brussel sprouts.
I believe graphene works even better...
Posted on 10/20/25 at 10:10 am to dstone12
quote:
I need you and Meka on this thread daily.
Hey man! My research has slacked the last three weeks, just so busy!
Looks like the shorts are trying to squeeze this thing again. I am not loaning my shares and will not loan my shares, but they are offering a nearly 8% at the moment. They are offering me 35% for my Nova shares!
Posted on 10/20/25 at 10:11 am to Hangit
I bet this is rough! I do love brussel sprouts though
Posted on 10/20/25 at 10:21 am to MekaWarriors
What’s the deal with first graphene? Damn thing is the one red today in my portfolio.
Posted on 10/20/25 at 10:24 am to PeteRose
They just bounce around between 7 and 9 cents. I’m in $500 so for me the % doesn’t matter.
Posted on 10/20/25 at 10:35 am to PeteRose
quote:
What’s the deal with first graphene? Damn thing is the one red today in my portfolio.
I have been in First Graphene since 2023 and that thing is so volatile. I got to where I started swing trading it, just set my buy and sell orders about $0.01 USD apart and let them roll. This strategy allowed me to accumulate a significant amount of shares, make some decent profit and pulled my average share price from $0.08 USD to around $0.0185 USD
Posted on 10/20/25 at 11:28 am to MekaWarriors
Looking at Nova is good for me.
I’ve got to chill if I see Hgraf skyrocket to over 10. Hold the line.
I’ve got to chill if I see Hgraf skyrocket to over 10. Hold the line.
Posted on 10/20/25 at 11:44 am to dstone12
quote:
I’ve got to chill if I see Hgraf skyrocket to over 10. Hold the line.
I will be very excited when it hits $10!
Posted on 10/20/25 at 11:48 am to MekaWarriors
quote:
I’ve got to chill if I see Hgraf skyrocket to over 10. Hold the line. I will be very excited when it hits $10!
I got an erection just thinking about this.
This post was edited on 10/20/25 at 11:49 am
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