Domain: tiger-web1.srvr.media3.us Spec Play - HGRAF | Page 90 | Money Talk
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re: Spec Play - HGRAF

Posted on 11/2/25 at 6:21 pm to
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19606 posts
Posted on 11/2/25 at 6:21 pm to
Agree 100%

I guess my point was I don’t see any downside to accumulating at this point short of a scandal…which is highly unlikely.
This post was edited on 11/2/25 at 6:22 pm
Posted by Dock Holiday
Member since Sep 2015
1882 posts
Posted on 11/3/25 at 7:16 am to
quote:

I don’t see any downside to accumulating


I agree, but I warn anyone reading this that day trading this thing can be very dangerous. My major accumulation ended in early September, but my plan was to continue to stack shares by swing trading on dips. I nearly got caught when it dipped due to the dilution announcement. Was able to gain a few shares, but nowhere near what would be normal. It recovered from the dilution announcement in less that 24 hours. I got lucky, but watched it all day that day...

I'm done.... Will hang on to my pile and watch very closely.
Posted by igoringa
South Mississippi
Member since Jun 2007
12279 posts
Posted on 11/3/25 at 7:38 am to
quote:

I agree, but I warn anyone reading this that day trading this thing can be very dangerous.


Yup - I shaved 10-20% with the equity offering at $2 naturally presuming I could get back in lower and here we are.

Given I managed to get 100K shares with a basis now of effectively $0 given the trades made - I am pretty much holding for life at this point with no immediate plan to add
Posted by SB409
Member since Jun 2020
36 posts
Posted on 11/3/25 at 8:03 am to
Wow, 100k shares. If this thing hits you’re going to be extremely wealthy!
This post was edited on 11/3/25 at 8:06 am
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27209 posts
Posted on 11/3/25 at 8:21 am to
quote:

If this thing hits you’re going to be extremely wealthy!


Given that he started this thread and introduced us to HGRAF, he deserves it.
Posted by SB409
Member since Jun 2020
36 posts
Posted on 11/3/25 at 8:48 am to
I agree! I followed from the beginning when he started the thread.
Posted by PeteRose
Hall of Fame
Member since Aug 2014
18001 posts
Posted on 11/3/25 at 8:52 am to
Sitting at 3.12 now.
Posted by masoncj
Atlanta
Member since Jun 2023
616 posts
Posted on 11/3/25 at 9:05 am to
Thanks for sharing this video

Can’t believe he actually asked her about the instagram pics but she handled it with dignity

I am very impressed by her the more I listen to her
Posted by dstone12
Texan
Member since Jan 2007
39262 posts
Posted on 11/3/25 at 3:05 pm to
And took a dip closing at 2.70



Dang.
Posted by igoringa
South Mississippi
Member since Jun 2007
12279 posts
Posted on 11/3/25 at 3:05 pm to
last minute sale - argh!
Posted by dstone12
Texan
Member since Jan 2007
39262 posts
Posted on 11/3/25 at 3:07 pm to
And I’m never the seller.


Dang.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19606 posts
Posted on 11/3/25 at 3:08 pm to
Eh….all background noise at this point. Until something happens this is just people playing around.
Posted by DoomGuy504
Member since May 2024
386 posts
Posted on 11/3/25 at 3:33 pm to
quote:

Eh….all background noise at this point. Until something happens this is just people playing around.


Yep. Just bought about 200 more and now I'll just sit back. 2026 will be fun!
Posted by D_cup
Member since Aug 2023
77 posts
Posted on 11/4/25 at 12:22 pm to
Bought another 500 out of boredom
Posted by Swamp puppy
Member since Sep 2025
15 posts
Posted on 11/6/25 at 5:32 pm to
More gossip from the Canadian CEO.CA site:

@gurken@lexcon that first one, Western Gas, is located close enough to Houston for housing for employees, or even Bellville itself, and it has a LOT of vacant land all around the facility so it might be more affordable property.

Linde and Alltex both have some small parcels nearby, Linde less so and the neighborhood is more built up.
Alltex has lots of land across the main highway but that complicates pipeline unless they do directional boring.
There is a nice parcel next door but likely higher cost as well.

If I was making a bet on supplier I go with Western International Gas. 3 from #hg, 26 Aug 2025, 11:52………called it months ago.


ALSO:
@SportyJ@DavePi all that matters is that the Houston location happens. However, since we're guessing, I think it's a slam dunk it will be Western International Gas & Cylinders. They are owned by Matheson Gas which is owned by Nippon Sanso Holdings. Located in Bellville which is on the Austin side of Houston makes sense. And oh by the way, HG joined the Bellville Chamber of Commerce. Why would HG join the chamber of a tiny Texas town? Seems obvious to me.

LINK

Posted by Dock Holiday
Member since Sep 2015
1882 posts
Posted on 11/7/25 at 6:48 am to
quote:

I think it's a slam dunk it will be Western International Gas & Cylinders


Western typically gets its gas from someone else via pipeline, to my knowledge they don't actually produce acetylene. I'm not saying this person is not correct, HG could in fact be partnering with them, but could HG simply be building in the same area due to the existence of the acetylene pipeline? Buy it off the same pipeline as Western does, but not from Western, cut out the middleman in the equation.

There was a Western cylinder fill near my office a few years back, I've since moved offices, they bought their acetylene from a BASF production facility nearby and piped it in.

It's all finer details, but at a high level them joining a chamber of commerce is a very good sign longer term for us share holders.
Posted by Swamp puppy
Member since Sep 2025
15 posts
Posted on 11/7/25 at 6:59 am to
I agreed with your line of thought. I would imagine that most folks on the internet don't live in the same world as we do down here in petrochem land where we realize that they don't make acetylene at the retail distribution point.

I was expecting some off take from a chem plant or refinery.

Then again, the cost seems so relatively low compared to the margin, maybe convenience and location is more important in the long run. And I have no clue which area might be easier to get permits in.

I wonder how many chamber of commerces they joined. Interesting that some guy even stumbled on that.
Posted by Swamp puppy
Member since Sep 2025
15 posts
Posted on 11/7/25 at 8:19 am to
I asked chatgpt which other chambers of commerce HG is a member of:
I searched Texas city/town Chamber of Commerce directories and public membership lists for HydroGraph / HydroGraph USA / HydroGraph Clean Power. Short answer:

Found membership with:

Bellville (TX) Chamber of Commerce — HydroGraph USA, Inc. appears in the Bellville chamber member directory.
bellvilletx.chambermaster.com

No confirmed chamber membership found (after checking major metro chambers and press mentions):

Austin Chamber — HydroGraph is mentioned in Austin economic/clean-tech promotional material and company releases about an Austin hub, but I could not find HydroGraph listed in the Austin Chamber public member directory.
opportunityaustin.com
+1

Houston, Dallas, Fort Worth, San Antonio, El Paso, Corpus Christi — I searched those chambers’ public sites and did not find HydroGraph listed as a member in their public directories. (Examples: Houston area chamber listings, Dallas Regional Chamber, Fort Worth Chamber, San Antonio Chamber directories reviewed.)
Posted by dstone12
Texan
Member since Jan 2007
39262 posts
Posted on 11/7/25 at 11:08 am to
Ouch.

Down .25 so far today.


Welcome to the bumpy SLI-style ride of the future.
Posted by masoncj
Atlanta
Member since Jun 2023
616 posts
Posted on 11/7/25 at 1:52 pm to
And now back to even on the day.

It Kind of tracked with the overall markets

Crazy down and up day
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