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igoringa
| Favorite team: | LSU  |
| Location: | South Mississippi |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 12300 |
| Registered on: | 6/29/2007 |
| Online Status: | Not Online |
Recent Posts
Message
quote:
Was anything said about acetylene decomposition and the difficulties with transporting and storing large amounts at pressure? This is a concern of mine.
I am not a ChemE and I know nothing - so take this with a grain of salt. But my understanding is the Houston site is likely to be literally adjacent (if not on) an existing acetylene facility so that there will be limited transportation.... again I know nothing.
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re: Spec Play - HGRAF
Posted by igoringa on 3/2/26 at 3:06 pm to SidewalkTiger
Yes - Chef Scott closed again for about the 8th time in the last 5 years lol
quote:
I wish you eternal happiness and I hope you find yourself constantly surrounded by beautiful and scantly clad women.
Although I suspect my wife may have a minor objection to that - I appreciate the thoughts.
But if there are any lovers of theatre - I am fundraising as a booster for my high school theatre competition team as we are going to Nationals this week (and that is expensive lol).
Venmo handle is @OSHStheatreboosterclub
The last half hour (and usually last 5 minutes) always has significant downside risk with the profit takers. Lets hope we hold
re: Spec Play - HGRAF
Posted by igoringa on 3/2/26 at 1:52 pm to Dock Holiday
quote:
They have yet to hit any exit triggers, but nearly did in January due to delays out of their control. I dug into the details on the EPA submittals to be sure and still felt comfortable with their "excuses" on delays, glad I held firm.
The delays really worried me too - I was adament to myself if the delays hit I would ring the register - but I too got comfortable with the reason (though nervous).
Hopefully the news train hits because the market is primed
re: Spec Play - HGRAF
Posted by igoringa on 2/28/26 at 1:32 pm to Crescent Connection
quote:
I’ve been trying to do as much due diligence as possible the last couple days. I’m still wary if HGRAF is not a Vancouver-based stock promotion (the area is historically known for its penny and micro cap pump and dumps).
Trust me this was my hesitation when I first found this too. And I say that as someone born and raised there - that is a completely legitimate and correct first gut reaction. The examples are endless. It is the legacy of the old VSX which was a junk mining exchange that brought out all the swindlers. So completely understand and I too had to overcome that bar.
What helped me was the KSU connection and the history of the development of the technology. Not sure if I was the good professor if I would have initially chosen a Van micro but he did lol
You are approaching the right way IMO
Edit: And ofcourse I note this is binary and worth billions or nothing and I could be wrong on my wager - but as a backdrop if you look at my history on this board (LVVV, Ancient Tiger), I have spent more time calling out scams then I have supporting any stock - even with the ridicule it caused. So I get it.
re: Spec Play - HGRAF
Posted by igoringa on 2/27/26 at 8:51 am to NfamousPanda
Touched 5 - have to assume there is a wall there
re: Spec Play - HGRAF
Posted by igoringa on 2/26/26 at 7:57 am to Dock Holiday
quote:
Nasdaq listing, acetylene pipeline contract, purchase agreements with customers.
If I had to guee order of operation, I too would think formal announcement of Houston plant/acetylene supply contract, then some revenue contracts, then Nasdaq and then more revenue.
I would be really surprised if supply contract/plant is not literally any day now
quote:
was going to propose Vero Beach, where I live, because the golf and the fishing are outstanding, and we could all get rooms at Costa d'Este (Gloria Estefan's Spa and Hotel), and golf, fish for a trophy sailfish, drink, eat, and the wives can go to the spa). Disney has a resort there, as well. All on the ocean, and very relaxing.
I like Vero beach - my daughter did a Lax camp there for a few december weekends over the years - definitely like the laid back vibe
quote:
Line your pockets fellas ??
I already derisked - was as high as 130-135K at some point - sold down to 100K to get basis to 0. Obviously short term regret but long term rare opportunity to fully derisk and still have significant skin in the game so I took it.
quote:
Yes, Im in that ballpark. Don't mean to play it close to the vest, but I don't want my wife to find out...
LOL My wife figuring some of it out saved with the NBIS November incident - I had to pull some money out to appease her lol
I have made her aware of this - she is somehow being patient with me for this - I think it helps is the biggest chunk I have is in IRA so we cannot spend it anyways
quote:
One of my friends out in for 25,000 units and got allocated 1,000. Another put in for 50,000 units and got 3,000
Nice to see that sort of oversubscribed demand.
Lots of people going to be desperately trying to build a position in what I believe is going to be a key nanotechnology/ nanomaterial stock of the next decade.
$hg $hgraf
Go fish….
Kevin twitter post - take with grain of salt but damn
re: Nebius - NBIS - AI Infrastructure Company
Posted by igoringa on 2/25/26 at 12:41 pm to bayoubengals88
quote:
I lost nearly everything in November with options, but I'm no less optimistic about the future of the company.
November was definitely catastrophic for the euphoria on this board. I fortunately saved myself by forcing about 200K off the table in the run up but still had a 500K plus fall from the peak of the paper gain. So I did quite well at the end of the day but it did not feel like it!
I am still way overweighted in Data Center - Hold significant NBIS, IREN and CIFR - CIFR I have more as a short term play in that I think I will lighten up on their next deal - I like their beta going into that.
I think future is really bright for NBIS
re: Spec Play - HGRAF
Posted by igoringa on 2/25/26 at 12:35 pm to Rendevoustavern
quote:
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
I think we make up more then 500K (not sure whether to include Meka as I suspect he had a huge pile).
Dock is over 100K if I remember correctly. I am at 100K. Jax Tiger I think is playing it close to the vest but clearly a meaningful investment. I wouldnt be surpised if we are closer to 750k between all of us.
re: Spec Play - HGRAF
Posted by igoringa on 2/25/26 at 12:33 pm to Swamp puppy
Wise words? You are barking up the wrong tree lol
No look I was disappointed in the delays and kind of went against my initial philosophy where I was going to lighten up or pull significantly if they missed deadlines (which back then was October).
Over time I mellowed given I truly like the story and trust people involved.
I still maintain the binary thesis - 10's of billions or worthless. To me, this week is officially the moment where in my mind there is no looking back.
The EPA and this raise tell me they are moving forward with real production - now whether that is to front run sales or whether they have some LOIs or better yet POs - that is to be determined, but I am more bullish now than ever.
And frankly the raise actually made me more bullish. Suggested some urgency to produce. Meaningful amount of cash with limited dilution (timing was great). This should get them running and cash flow hopefully will limit any future needs.
It has been a heck of a ride, but I am hoping it has just begun. There is a window here if the right deals are struck that this thing can skyrocket in the current environment.
No look I was disappointed in the delays and kind of went against my initial philosophy where I was going to lighten up or pull significantly if they missed deadlines (which back then was October).
Over time I mellowed given I truly like the story and trust people involved.
I still maintain the binary thesis - 10's of billions or worthless. To me, this week is officially the moment where in my mind there is no looking back.
The EPA and this raise tell me they are moving forward with real production - now whether that is to front run sales or whether they have some LOIs or better yet POs - that is to be determined, but I am more bullish now than ever.
And frankly the raise actually made me more bullish. Suggested some urgency to produce. Meaningful amount of cash with limited dilution (timing was great). This should get them running and cash flow hopefully will limit any future needs.
It has been a heck of a ride, but I am hoping it has just begun. There is a window here if the right deals are struck that this thing can skyrocket in the current environment.
Looking at minute chart it was well less than 80k in shares that did the close damage - crazy
Always the risk in the last few minutes
re: Spec Play - HGRAF
Posted by igoringa on 2/24/26 at 10:35 am to tiggerthetooth
Here is the sell off
So we need one or two revenue deals and then for them to start busting arse on the uplisting. The window is here - run through it.
re: Spec Play - HGRAF
Posted by igoringa on 2/24/26 at 8:17 am to FieldEngineer
quote:
Either we're ahead of the curve and geniuses, thanks to Ignoring, or we are all suckers for a very sophisticated pump and dump (again, thanks to Ignoring - ).
As I guaranteed in post one..... It is one of these lol
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