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1
Posted on 10/28/25 at 10:02 am to dstone12
It shot down because there was a coordinated effort by shorters to attack the stock
They shot their wad in the media calling the company a fake and their out of cards to play at this point in my opinion
The company is legit and has exponential upside
They shot their wad in the media calling the company a fake and their out of cards to play at this point in my opinion
The company is legit and has exponential upside
Posted on 10/28/25 at 10:29 am to supadave3
quote:
I’m so mad that I sold almost half my stuff Orion past week.
I feel you. I sold 100 yesterday anticipating it drops just to grab some extra shares just to say I did it.
Posted on 10/28/25 at 12:01 pm to masoncj
quote:
It shot down because there was a coordinated effort by shorters to attack the stock
They shot their wad in the media calling the company a fake and their out of cards to play at this point in my opinion
The company is legit and has exponential upside
I believe you are right. Hoping we get news on Houston soon...
Posted on 10/29/25 at 9:16 am to MekaWarriors
New 25-minute video released this morning, of an interview by Jay Taylor, with President and CEO Kjirstin Breure of Hydrograph, titled: "HydroGraph's CEO projects 2026 as a Year of Transition & More Patents" with link below.
Per Jay Taylor,
"This week I had planned to have Tom Eldgridge, HydroGraph Clean Power’s business development executive, as my guest along with the company’s President & CEO Kjirstin Breure. The purpose for having them on the program was mostly to learn more about the opportunities and challenges HydroGraph faces in commercializing its breakthrough sp2-bonded-patent-protected graphene for application in virtually every industry you can imagine. Unfortunately, Tom was under the weather and not able to join the discussion. But Kjirstin was available and the timing for having her on was excellent because she had just written a shareholder letter updating where HydroGraph is now and where she plans to take the company a year from now.Here are some of the topics covered in my October 23 discussion with Kjirstin Breure:
Plans for listing the company’s shares on NASDAQ and de-listing them in Canada during Q1 2026.
The transfer and increasing production from Manhattan, Kansas to Texas with corporate headquarters to be established in Austin.
Looking forward to building an initial annual graphene production capacity of 350 tons per year by the end of 2026, when the company finally commercializes its patented process for the production of sp2-bonded graphene. Longer term the vision is for substantially larger quantities of graphene production given that more than one potential client will have the need for over 1,000 tons per year!
Delays in the building out production.
The company’s recent patent for graphene-based actuator technology that can reduce noise and energy demands. She noted that there is a large number of other patent prospects in the pipeline.
Anticipation that graphene should help the U.S. solve its critical mineral crisis.
HydroGraph's recent C$20 million equity raise at C$2.90 to be used to build out the Houston production facility and hire more scientists.
The company is currently producing about one ton of graphene per month. It will be adding two Hyperion units over the next couple of months that will increase its production capacity to 30 tons/year as the company heads toward commercial production. By the end of 2026 management expects to have a capacity of 350 tons per year.
To consider what 350 tons of graphene production per year can mean for HydroGraph, let’s review the economics of the HydroGraph’s business model for the sale of its sp2-bonded material which is the only true graphene on the market.
The minimum price HydroGraph will charge is $250,000 per ton although prices are expected to range upward to $900,000 depending on the engineering complexity required to meet specific corporate needs. But let’s assume a minimum of $250,000 to be conservative. If the company sold 350 tons of graphene at $250,000 per ton, it would generate $87.5 million in annual revenue.
Management has said they believe a conservative direct operating margin should be around 70%. Applying that operating margin would generate a direct operating profit of $61.25 million.
Capital costs are quite low compared to most manufacturing operations and much lower than for the mining operations that I have been analyzing for decades. With return on invested capital anticipated within a few months, internally generated cash flow should go a long way toward ramping up longer term capacity. That combined with anticipated buyer financing should minimize share dilution from now on.
The 350-ton-per-year capacity aimed for by the end of 2026 should be viewed only as a starting point. As Kjirstin told me in this interview, HydroGraph has more than one client that is expected to require over 1,000 tons per year.
The point to keep in mind is that with its patent protection, the company should be able to maintain its high operating margins for the foreseeable future. In the meantime, HydroGraph should be seen not as a high margin manufacturing company but as a technology company partnering with major players in various industries to meet specific industrial and military needs.
Tom Eldridge was not available for my interview this past week, but I am hoping to interview him during the first week of November to learn more about the challenges and opportunities for HydroGraph and its shareholders. Stay tuned!
Best wishes,
Jay Taylor"
"Disclaimer: I do have a sizeable HydroGraph position in my retirement account and it is covered in J Taylor’s Gold, Energy & Tech Stocks newsletter. I am not being paid by the company or anyone to promote HydroGraph’s shares in my newsletter, on Substac, or on my YouTube channel."
LINK
Per Jay Taylor,
"This week I had planned to have Tom Eldgridge, HydroGraph Clean Power’s business development executive, as my guest along with the company’s President & CEO Kjirstin Breure. The purpose for having them on the program was mostly to learn more about the opportunities and challenges HydroGraph faces in commercializing its breakthrough sp2-bonded-patent-protected graphene for application in virtually every industry you can imagine. Unfortunately, Tom was under the weather and not able to join the discussion. But Kjirstin was available and the timing for having her on was excellent because she had just written a shareholder letter updating where HydroGraph is now and where she plans to take the company a year from now.Here are some of the topics covered in my October 23 discussion with Kjirstin Breure:
Plans for listing the company’s shares on NASDAQ and de-listing them in Canada during Q1 2026.
The transfer and increasing production from Manhattan, Kansas to Texas with corporate headquarters to be established in Austin.
Looking forward to building an initial annual graphene production capacity of 350 tons per year by the end of 2026, when the company finally commercializes its patented process for the production of sp2-bonded graphene. Longer term the vision is for substantially larger quantities of graphene production given that more than one potential client will have the need for over 1,000 tons per year!
Delays in the building out production.
The company’s recent patent for graphene-based actuator technology that can reduce noise and energy demands. She noted that there is a large number of other patent prospects in the pipeline.
Anticipation that graphene should help the U.S. solve its critical mineral crisis.
HydroGraph's recent C$20 million equity raise at C$2.90 to be used to build out the Houston production facility and hire more scientists.
The company is currently producing about one ton of graphene per month. It will be adding two Hyperion units over the next couple of months that will increase its production capacity to 30 tons/year as the company heads toward commercial production. By the end of 2026 management expects to have a capacity of 350 tons per year.
To consider what 350 tons of graphene production per year can mean for HydroGraph, let’s review the economics of the HydroGraph’s business model for the sale of its sp2-bonded material which is the only true graphene on the market.
The minimum price HydroGraph will charge is $250,000 per ton although prices are expected to range upward to $900,000 depending on the engineering complexity required to meet specific corporate needs. But let’s assume a minimum of $250,000 to be conservative. If the company sold 350 tons of graphene at $250,000 per ton, it would generate $87.5 million in annual revenue.
Management has said they believe a conservative direct operating margin should be around 70%. Applying that operating margin would generate a direct operating profit of $61.25 million.
Capital costs are quite low compared to most manufacturing operations and much lower than for the mining operations that I have been analyzing for decades. With return on invested capital anticipated within a few months, internally generated cash flow should go a long way toward ramping up longer term capacity. That combined with anticipated buyer financing should minimize share dilution from now on.
The 350-ton-per-year capacity aimed for by the end of 2026 should be viewed only as a starting point. As Kjirstin told me in this interview, HydroGraph has more than one client that is expected to require over 1,000 tons per year.
The point to keep in mind is that with its patent protection, the company should be able to maintain its high operating margins for the foreseeable future. In the meantime, HydroGraph should be seen not as a high margin manufacturing company but as a technology company partnering with major players in various industries to meet specific industrial and military needs.
Tom Eldridge was not available for my interview this past week, but I am hoping to interview him during the first week of November to learn more about the challenges and opportunities for HydroGraph and its shareholders. Stay tuned!
Best wishes,
Jay Taylor"
"Disclaimer: I do have a sizeable HydroGraph position in my retirement account and it is covered in J Taylor’s Gold, Energy & Tech Stocks newsletter. I am not being paid by the company or anyone to promote HydroGraph’s shares in my newsletter, on Substac, or on my YouTube channel."
LINK
This post was edited on 10/29/25 at 8:12 pm
Posted on 10/29/25 at 9:40 am to Longer Tail Tiger
i watched it first thing this morning.
- They are positioned to build the Houston facility to initially house the currently designed and tested 10 ton units, 5 of them, for a 50 ton capacity.
-Customer demand is the driver in ALL future expansion.
-They still intend to uplist to NASDAQ.
- She mentions production facilities, plural, will be monitored/operated from Austin once online. Austin will also house demonstration units for potential customers and investors to witness.
- They are currently at max production in Kansas due to acetylene supply limitations. They are using micro-bulk cylinders as their supply and regulations will not allow them to increase their capacity.
- They are only in design phase of the 20-25 ton units, not in testing phase yet.
- They are positioned to build the Houston facility to initially house the currently designed and tested 10 ton units, 5 of them, for a 50 ton capacity.
-Customer demand is the driver in ALL future expansion.
-They still intend to uplist to NASDAQ.
- She mentions production facilities, plural, will be monitored/operated from Austin once online. Austin will also house demonstration units for potential customers and investors to witness.
- They are currently at max production in Kansas due to acetylene supply limitations. They are using micro-bulk cylinders as their supply and regulations will not allow them to increase their capacity.
- They are only in design phase of the 20-25 ton units, not in testing phase yet.
This post was edited on 10/29/25 at 9:41 am
Posted on 10/30/25 at 7:09 am to Dock Holiday
Long time lurker. Thanks to igoringa for bringing attention to hopeful giant.
A month or so ago I ran across a report that I couldn't tell the exact source from, but it was titled Timeline Analysis for HG EPA Submissions. A user by the name of BluePineapple appears to have copy/pasted it.
I'd like to post it here and will if I can figure out how. Here's the crux:
Impact of July 2025 Rule Changes
Reg changes slowed EPA review throughput from 30-50 approvals per month down to approx 8 per monthg in Aug 2025, extending time in Risk Management stage.
Current Duration in Risk Management as of Oct 2025
HG's applications have likely been in Risk Management for approx 9-10 months, reflecting extended timelines due to EPA procedural complexities.
This was on the Canadian site ceo.ca
I have to wonder if the government shutdown has ground this to a complete halt?
Just a copy and paste:
Timeline Analysis for Hydrograph EPA Submissions
• Submission Receipt Date:
Hydrograph received EPA application numbers P-24-0086A and P-24-0087A with receipt date September 24, 2024 (Federal Register Vol. 89, No. 205 – October 23, 2024)
• Standard EPA Review Period:
TSCA mandates a 90-day review period for PMNs/SNUNs after receipt. If no extension is requested, this period typically concludes in December 2024 for Hydrograph.
• Risk Management Stage Entry:
After the 90-day review, the submission moves to EPA’s internal Risk Management stage. It is reasonable to estimate Hydrograph’s applications entered this stage between December 2024 and January 2025.
• Risk Management Duration:
The Risk Management stage usually lasts between several weeks to a few months (30-90 days), subject to complexity, regulatory changes, and workload.
• Impact of July 2025 Rule Changes:
Regulatory changes slowed EPA review throughput from 30-50 approvals per month down to approximately 8 per month in August 2025, extending time in Risk Management stage.
• Current Duration in Risk Management as of October 2025:
Hydrograph’s applications have likely been in Risk Management for approximately 9 to 10 months, reflecting extended timelines due to EPA procedural complexities.
A month or so ago I ran across a report that I couldn't tell the exact source from, but it was titled Timeline Analysis for HG EPA Submissions. A user by the name of BluePineapple appears to have copy/pasted it.
I'd like to post it here and will if I can figure out how. Here's the crux:
Impact of July 2025 Rule Changes
Reg changes slowed EPA review throughput from 30-50 approvals per month down to approx 8 per monthg in Aug 2025, extending time in Risk Management stage.
Current Duration in Risk Management as of Oct 2025
HG's applications have likely been in Risk Management for approx 9-10 months, reflecting extended timelines due to EPA procedural complexities.
This was on the Canadian site ceo.ca
I have to wonder if the government shutdown has ground this to a complete halt?
Just a copy and paste:
Timeline Analysis for Hydrograph EPA Submissions
• Submission Receipt Date:
Hydrograph received EPA application numbers P-24-0086A and P-24-0087A with receipt date September 24, 2024 (Federal Register Vol. 89, No. 205 – October 23, 2024)
• Standard EPA Review Period:
TSCA mandates a 90-day review period for PMNs/SNUNs after receipt. If no extension is requested, this period typically concludes in December 2024 for Hydrograph.
• Risk Management Stage Entry:
After the 90-day review, the submission moves to EPA’s internal Risk Management stage. It is reasonable to estimate Hydrograph’s applications entered this stage between December 2024 and January 2025.
• Risk Management Duration:
The Risk Management stage usually lasts between several weeks to a few months (30-90 days), subject to complexity, regulatory changes, and workload.
• Impact of July 2025 Rule Changes:
Regulatory changes slowed EPA review throughput from 30-50 approvals per month down to approximately 8 per month in August 2025, extending time in Risk Management stage.
• Current Duration in Risk Management as of October 2025:
Hydrograph’s applications have likely been in Risk Management for approximately 9 to 10 months, reflecting extended timelines due to EPA procedural complexities.
This post was edited on 10/30/25 at 8:03 am
Posted on 10/30/25 at 8:01 am to Dock Holiday
Revolutionizing Nuclear Energy: A Unifying Graphene Platform for the Full Life Cycle
LINK
LINK
Posted on 10/30/25 at 12:15 pm to Swamp puppy
quote:
Timeline Analysis for Hydrograph EPA Submissions
As far as I can imagine, under the current EPA administration, one might reasonably, and thus rationally, conclude that the pathway for Hydrograph to receive EPA approval is now probably much less burdensome than it would have been under any previous administration, based on the current administration's deregulatory actions thus far. LINK
Posted on 10/30/25 at 1:26 pm to Longer Tail Tiger
That thought occurred to me too.
Certainly could go that way.
Just putting out the info I ran across.
Certainly could go that way.
Just putting out the info I ran across.
Posted on 10/30/25 at 7:13 pm to Longer Tail Tiger
New video titled "Next-Gen Supermaterial: Graphene’s Expanding Role in Innovation"
LINK
LINK
Posted on 10/31/25 at 10:55 am to Longer Tail Tiger
quote:
As far as I can imagine, under the current EPA administration, one might reasonably, and thus rationally, conclude that the pathway for Hydrograph to receive EPA approval is now probably much less burdensome than it would have been under any previous administration, based on the current administration's deregulatory actions thus far.
Any of the EPA policies are subject to these deregulation, however anything guided by Congressional legislation (for instance TSCA in this case) stand. The changes being implemented currently ("Fork in the Road" headcount reductions, budget cuts, government shutdown, etc.) will grind these approvals to a halt. I am dealing with some of this currently myself. Reviews that should have been completed two months ago and currently going nowhere due to these same issues.
Posted on 10/31/25 at 2:48 pm to MekaWarriors
This is one crazy stock; doing well but imagine day trading this SOB.
Posted on 10/31/25 at 2:50 pm to TOPAL
quote:
imagine day trading this SOB.
Sorry, I have my hands full with NBIS. I don't want to make my head hurt any more than it already does...
Posted on 10/31/25 at 2:52 pm to Jax-Tiger
My hope is that Nebius levels out just when HGrAF hits NASDAQ and starts production.
Posted on 10/31/25 at 2:55 pm to Longer Tail Tiger
Another fairly new video titled "Graphene’s Wildcard: HydroGraph CEO Joins TokStocks for a Candid Conversation"
LINK
ETA: In my opinion, this video is one of the best, if not the best video, I've watched and listened to. The host does a great job in posing questions to our President and CEO.
LINK
ETA: In my opinion, this video is one of the best, if not the best video, I've watched and listened to. The host does a great job in posing questions to our President and CEO.
This post was edited on 10/31/25 at 3:41 pm
Posted on 10/31/25 at 3:24 pm to SquatchDawg
quote:
My hope is that Nebius levels out just when HGrAF hits NASDAQ and starts production.
I think HGRAF should get listed on NASDAQ about a week after Clickhouse...
Posted on 11/2/25 at 6:52 am to Longer Tail Tiger
$HGRAF $HG Investors
Kevin Bambrough
@BambroughKevin
·
12h
I’m gonna make a bold prediction that the significance of the US military involvement, that Kjirstin is eluding will likely be coming, is going to be looked back on as the key where were you then moment for fractal graphene aggregates.
The world is going to wake up to what is possible with $HG $HGRAF’s 100% SP2 bonding graphene. There’s going to be a huge flurry of interest and surge in scientists the world over finally opening their eyes. I expect a mad rush of investor interest. It’s actually impossible to predict how high the shares will go as this plays out. So, stop asking!
I’m not interested in trying to predict price targets. I’m most interested in watching the news flow and trying to estimate when I think global interest level is reaching a peak.
Nasdaq listing, bell ringing the markets, going in cnbc, written up in major mainstream financial journals and newspapers.
That’s what’s coming. I’ve seen this movie… [Bolding added for emphasis]
LINK
Kevin Bambrough
@BambroughKevin
·
12h
I’m gonna make a bold prediction that the significance of the US military involvement, that Kjirstin is eluding will likely be coming, is going to be looked back on as the key where were you then moment for fractal graphene aggregates.
The world is going to wake up to what is possible with $HG $HGRAF’s 100% SP2 bonding graphene. There’s going to be a huge flurry of interest and surge in scientists the world over finally opening their eyes. I expect a mad rush of investor interest. It’s actually impossible to predict how high the shares will go as this plays out. So, stop asking!
I’m not interested in trying to predict price targets. I’m most interested in watching the news flow and trying to estimate when I think global interest level is reaching a peak.
Nasdaq listing, bell ringing the markets, going in cnbc, written up in major mainstream financial journals and newspapers.
That’s what’s coming. I’ve seen this movie… [Bolding added for emphasis]
LINK
Posted on 11/2/25 at 10:29 am to Longer Tail Tiger
This is going to make me throw more into it now. I really don’t see a scenario short of a full blown scandal where it’s doesn’t t least 2x within the next 6 months..if on speculation alone.
Posted on 11/2/25 at 4:32 pm to SquatchDawg
quote:
This is going to make me throw more into it now. I really don’t see a scenario short of a full blown scandal where it’s doesn’t t least 2x within the next 6 months..if on speculation alone.
I hear you. I've already got 75K shares, and the thing is, I don't see this being a stock that stays in $4-$10 range. Either it is going to fail and go back to under a dollar, or it will be shoot way up into the $50-$100 range.
The biggest issue is regulatory delays. It could be years before it gets approval to get rolling. Then it could be years before customers are ready to buy in the volume that is needed to make billions of dollars in revenue.
Or, they could get approval before the end of the year and be selling billions by the end of next year.
My point is that I don't think doubling in price is what we had in mind. If it goes to 4 bucks, it's because we get some news that shows they are moving forward - a customer, or a contract to build a factory. I didn't buy 75k shares in order to sell at 4 bucks, and I don't think you did, either. I bought it to sell at $50+. If it doubles in price and then it turns out to be a scandal, I will probably get caught holding the bag. So be it. I knew going in that there was a chance that it might never work out.
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