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Rendevoustavern
| Favorite team: | LSU  |
| Location: | |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 1835 |
| Registered on: | 5/12/2018 |
| Online Status: | Online |
Recent Posts
Message
re: Spec Play - HGRAF
Posted by Rendevoustavern on 3/3/26 at 3:57 pm to Neauxla
I mean, you aren't late to the party. The could 2k shares I picked up Friday are already up 20%.
This feels like we're at the craps table and its ROARING hot. I have a comfortable amount of chips to continue stoking the fire.
This feels like we're at the craps table and its ROARING hot. I have a comfortable amount of chips to continue stoking the fire.
1
re: Spec Play - HGRAF
Posted by Rendevoustavern on 3/3/26 at 8:40 am to Dock Holiday
Resistance at 5.10, bounced quickly to 5.25. Wild morning. 10 min in and over 1m in volume.
eta: I got crazy lucky and filled an order at 5.109.
eta: I got crazy lucky and filled an order at 5.109.
re: Spec Play - HGRAF
Posted by Rendevoustavern on 3/3/26 at 8:32 am to FieldEngineer
Here comes the pull back. Strap up boys.
re: Spec Play - HGRAF
Posted by Rendevoustavern on 3/2/26 at 4:11 pm to Hangit
quote:
The chunk I bought last Friday brought my DCA up to $1.45
My envy is graphene colored.
re: Spec Play - HGRAF
Posted by Rendevoustavern on 3/2/26 at 2:52 pm to igoringa
quote:
OSHS
Damn, I really want Chef Scott's now and that octopus painting.
re: Spec Play - HGRAF
Posted by Rendevoustavern on 3/1/26 at 2:49 pm to masoncj
quote:
And low cap ex, low operating expense. It’s about 20%, so for every $1 of revenue about 20% of it is expended for OpEx and 80% is clear earnings.
About to rob a brinks truck.
re: Spec Play - HGRAF
Posted by Rendevoustavern on 2/27/26 at 11:02 am to SquatchDawg
quote:
$300
My graphene lambo outside Tiger Stadium is going to be so sick when this happens.
re: Spec Play - HGRAF
Posted by Rendevoustavern on 2/27/26 at 10:50 am to SquatchDawg
re: Spec Play - HGRAF
Posted by Rendevoustavern on 2/27/26 at 10:09 am to Jax-Tiger
Or AUPH the last few years....
I just rounded number of shares to a whole number. Really need to stop but the 10% DoD increases are clockwork.
I just rounded number of shares to a whole number. Really need to stop but the 10% DoD increases are clockwork.
re: Experience with custom suits in New Orleans or Baton Rouge
Posted by Rendevoustavern on 2/25/26 at 5:40 pm to Salamander_Wilson
Hear me out, take a flight to Hong Kong and get a suit done by Sam’s tailor. 2 suits, 6 shirts, and a velvet smoking jacket for 2,500. Spent 4 days in Hong Kong, whole trip + flight 5k.
re: Spec Play - HGRAF
Posted by Rendevoustavern on 2/25/26 at 3:41 pm to Jax-Tiger
quote:
Costa d'Este
This rang a bell and yup I have a few clients that live on the flower streets not far from there. Great spot. I could probably twist some arms and get Riomar or Johns Island on the docket for golf. Would be dependent on number of baws and/or # shares owned :lol:
re: Spec Play - HGRAF
Posted by Rendevoustavern on 2/25/26 at 2:10 pm to igoringa
So probably 1m in total. Kind of wild to think some Gulf Coast baws/TDMB are pushing 0.03% of the company and it all started 7/25/2025 due to you. So, hat tip and :bow:
I will say, I'm about half of your holdings so if this all shakes out to what we hope - I'll happily pay for a trip to Lake Reynolds and play golf for a week on HGRAF returns, if you play golf. Or if you'd rather rip reels and shoot hogs from a chopper, my cousin has a spot in Matagorda. If this breaks $100 a share I got you.
I will say, I'm about half of your holdings so if this all shakes out to what we hope - I'll happily pay for a trip to Lake Reynolds and play golf for a week on HGRAF returns, if you play golf. Or if you'd rather rip reels and shoot hogs from a chopper, my cousin has a spot in Matagorda. If this breaks $100 a share I got you.
re: Spec Play - HGRAF
Posted by Rendevoustavern on 2/25/26 at 12:30 pm to SquatchDawg
336m shares outstanding, I bet consolidated between all of us within this thread ~500k shares. If we could pick up another 20-25m shares we could probably make a run :lol: :lol: :lol:
ETA: I'd like to to know if the IR manager wonders "why are so many Gulf Coast baws picking up shares" and imagine if they stumbled across this thread...
ETA: I'd like to to know if the IR manager wonders "why are so many Gulf Coast baws picking up shares" and imagine if they stumbled across this thread...
re: Spec Play - HGRAF
Posted by Rendevoustavern on 2/24/26 at 9:15 am to PeteRose
Feel the same way. Looking at a few other positions that have flatten out the last few weeks and dumping the truck. Really struggling to not hit the "sell all" button on some other positions to reallocate...
Going to be a wild ride from here on out.
Going to be a wild ride from here on out.
re: Spec Play - HGRAF
Posted by Rendevoustavern on 2/23/26 at 9:21 am to Dock Holiday
Cool $4m price point. I do like the vesting period. Hopefully means the poison pill is an enormous multiple.
re: Spec Play - HGRAF
Posted by Rendevoustavern on 2/23/26 at 9:01 am to Swamp puppy
Just to clarify, this isn't an "industry" just yet. There are graphene players but nothing to the point that an entire industry has evolved from. I do think its fair to compare this budding industry to plastics as graphene has overlapping use cases. I do think companies like 3m, dow (evonik), lyondel, etc have a very strong eye on how HGRAF and its runway. This is what led me to say they could have heavy bags entering the room once revenue starts. I think its fair to say a 30-50x. The named companies are trading in this range and have sufficient cash flow or financing availability to acquire at 100-125x current trading.
*I have experience in the plastics industry with a few of the companies named*
*I have experience in the plastics industry with a few of the companies named*
re: Men’s tennis vs Dawgs
Posted by Rendevoustavern on 2/21/26 at 3:44 pm to Stevo
Down 2-1 in doubles. UGA’s Jansen is about to catch hands with his antics.
Men’s tennis vs Dawgs
Posted by Rendevoustavern on 2/21/26 at 1:34 pm
10-12 out here supporting the tigers
re: Spec Play - HGRAF
Posted by Rendevoustavern on 2/20/26 at 3:26 pm to Jax-Tiger
quote:
patents they have alone could be worth billions
I agree with this sentiment which is why I think a $10-15bn valuation is probably a reasonable acquisition point post EPA approval but pre-sales. If the business starts cash flowing there is zero chance they sell and will likely be a stand alone cash cow for a while - unless some heavy bags enter the room - $100bn+ territory (which would be 1000x current :lol:).
re: Spec Play - HGRAF
Posted by Rendevoustavern on 2/20/26 at 2:40 pm to Jax-Tiger
Any credence to the notion they get EPA approval and then sell/get acquired? I could see someone like 3M, Dow, or one of the major plastics companies jumping at this opportunity to diversify their own offerings while also making sure graphene doesn't have a substantial impact on their own products. The, if you can't beat em buy em mentality.
re: San Antonio Golf
Posted by Rendevoustavern on 2/14/26 at 10:38 pm to Cypriedog
Where on the west side? If you have a full day, La Cantera is a fun track that was a staple on tour in the 90s.
Silverhorn is still my favorite public course growing up. Cedar Creek can be an elite course if the greens are in good shape. I think it’s worth a call.
My name is (or was if they renovated the club house and took down the plaques) at Breckenridge and has a lot of history, even though it has changed from its original layout.
Golf Club of Texas is a good layout but hard knowing Briggs is across the street.
If you’re outside 410, the Hyatt hill country has a solid course too.
Silverhorn is still my favorite public course growing up. Cedar Creek can be an elite course if the greens are in good shape. I think it’s worth a call.
My name is (or was if they renovated the club house and took down the plaques) at Breckenridge and has a lot of history, even though it has changed from its original layout.
Golf Club of Texas is a good layout but hard knowing Briggs is across the street.
If you’re outside 410, the Hyatt hill country has a solid course too.
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