Domain: tiger-web1.srvr.media3.us Spec Play - HGRAF | Page 91 | Money Talk
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re: Spec Play - HGRAF

Posted on 11/7/25 at 3:34 pm to
Posted by PeteRose
Hall of Fame
Member since Aug 2014
18000 posts
Posted on 11/7/25 at 3:34 pm to
quote:

Welcome to the bumpy SLI-style ride of the future.


No offense but if I were offered 10K shares of HG or SLI at end of 2026, I'm taking HG.
Posted by supermiller
Member since Sep 2025
1 post
Posted on 11/7/25 at 6:31 pm to
More gossip
Stuart Jara, a former CEO of Hydrograph and I believe he is still an advisor was, before he came to Hydrograph, CEO of a company called Transform Materials. Transform Materials produces acetylene from hydrocarbons using plasma technology without coal or CO2 emissions.
Together with Johnson Mattheys
they build for Denka, a leading Japanese chemicals company, the construction of a Transform Materials acetylene-hydrogen plant. That plant is under construction and is expected to be commissioned in 2025. This would be a nice toy for our production facility, green, clean, and no pipeline.

LINK
Posted by Longer Tail Tiger
Member since Dec 2019
316 posts
Posted on 11/8/25 at 10:37 pm to
New Jay Taylor interview with HydroGraph Clean Power's Business Development leader Tom Eldridge titled:

"How HydroGraph is Laying the Groundwork for Huge Future Profits" is linked below.
LINK
Posted by Dock Holiday
Member since Sep 2015
1882 posts
Posted on 11/11/25 at 5:25 am to
350 tons/year
$250,000 to $800,000 per ton:

That's between $87,500,000 and $280,000,000 in annual revenue,

End of 2026 and into 2027 could get interesting.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27208 posts
Posted on 11/11/25 at 5:31 am to
quote:

That's between $87,500,000 and $280,000,000 in annual revenue,


Will be interesting to see how soon they become profitable.

Seems like a lot of their budget could go to R&D and new patents.
Posted by Dock Holiday
Member since Sep 2015
1882 posts
Posted on 11/11/25 at 6:39 am to
quote:

Seems like a lot of their budget could go to R&D and new patents.


Maybe, but they have to build the production facility(s) and hire people to run them, seems to me that would take big chunk of budget as well.

Think we can agree they have the ability to produce the graphene, but can they build a market the does not currently exist? If so, then... well.... off to the races.....
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27208 posts
Posted on 11/11/25 at 6:55 am to
quote:

Maybe, but they have to build the production facility(s) and hire people to run them, seems to me that would take big chunk of budget as well.
windows.

They've been saying that the cost of building the hyperion units will relatively cheap.

Part of building the market is going to be R&D. They won't wait for the demand. They are going to create the market by proving the viability of graphene in different products and sell their customers on using graphene enhanced products instead of whatever they are using now.
Posted by Dock Holiday
Member since Sep 2015
1882 posts
Posted on 11/11/25 at 10:43 am to
quote:

building the hyperion units will relatively cheap.


The CEO said $350,000 per 10-ton unit and likely $500,000 per 20-to-25-ton unit, with the bigger units still in design phase, so a way out.

My question is how many 10-ton units does it take to get to 350 tons annually? I thought it was 5 or 6? I could be off on that number.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27208 posts
Posted on 11/11/25 at 1:14 pm to
quote:

My question is how many 10-ton units does it take to get to 350 tons annually? I thought it was 5 or 6? I could be off on that number.


I guess the obvious answer is 35, but what is a 10-ton unit? Is that 10 tons per year? Or the weight of the unit itself?

My understanding is that they have customers lined up who could buy 1000s of tons, so 350 tons seems like a small number.

If a 10-ton unit costs $350k and produces 10 tons per year, then at an average sales price of say, $400K per ton, and a price to produce a ton at $50k, then it would cost $850K ($350k + 10 x $50k/ton) to produce $4M dollars worth of graphene, including the cost of building the Hyperion chamber.
Posted by Hangit
The Green Swamp
Member since Aug 2014
45937 posts
Posted on 11/13/25 at 9:43 am to
This thing has a crying need to get the EPA off of its arse. Everything else hinges on OK'ing this company to scale up facilities and machinery to produce mass quantities. Mr. Trump needs to be made aware that his EPA is holding back new technology that the military and business could massively benefit from.
Posted by supadave3
Houston, TX
Member since Dec 2005
32004 posts
Posted on 11/13/25 at 9:50 am to
quote:

This thing has a crying need to get the EPA off of its arse.



Do we know this to be the hold up or is it speculation?
Posted by dstone12
Texan
Member since Jan 2007
39258 posts
Posted on 11/13/25 at 10:04 am to
Saw that. Down .18. It hurts but we need to know if this will take off.
Posted by Hangit
The Green Swamp
Member since Aug 2014
45937 posts
Posted on 11/13/25 at 10:10 am to
quote:

Do we know this to be the hold up or is it speculation?


We have been told that normal EPA time frame is 3-6 months and that the EPA applications went in 13-14 months ago.
Posted by Hangit
The Green Swamp
Member since Aug 2014
45937 posts
Posted on 11/13/25 at 10:15 am to
quote:

Down .18. It hurts but we need to know if this will take off.


The steps to take are laid out. Every step is in a holding pattern until they get the EPA OK. They can still advance their catalogue, knowledge, and create need for new patents, but actual graphene production, contracts, and the publishing of positive news will move the stock.

Git 'er dun.
Posted by Longer Tail Tiger
Member since Dec 2019
316 posts
Posted on 11/14/25 at 8:38 pm to
"Graphene Explosions in Texas"
LINK
Posted by supadave3
Houston, TX
Member since Dec 2005
32004 posts
Posted on 11/15/25 at 6:41 am to
quote:

"Graphene Explosions in Texas" LINK



I knew from the title that article was going to be really good or really bad for our investment.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27208 posts
Posted on 11/17/25 at 9:28 am to
quote:

I knew from the title that article was going to be really good or really bad for our investment.


Wouldn't that be a pisser if they built the new facility and were starting to scale up their graphene orders and they had to shut down because a hyperion unit exploded?

The thought has crossed my mind as to how safe this whole detonation process is...
Posted by dstone12
Texan
Member since Jan 2007
39258 posts
Posted on 11/17/25 at 9:38 am to
Who makes the Hyperion?

Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27208 posts
Posted on 11/17/25 at 10:00 am to
quote:

Who makes the Hyperion?


Posted by Longer Tail Tiger
Member since Dec 2019
316 posts
Posted on 11/17/25 at 11:06 am to
"Might HydroGraph One Day Compare with Palantir?"
LINK
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