Favorite team:	LSU
Location:
Biography:
Interests:
Occupation:
Number of Posts:	14907
Registered on:	9/10/2007
Online Status:	Not Online

re: Spec Play - HGRAF

Posted by NaturalBeam on 3/3/26 at 3:17 pm to Mockingbird2008

We are definitely getting some attention. Adam Taggart's interview with Kjirstin drops tomorrow at 10 CST:

Loading Twitter/X Embed...
If tweet fails to load, click here.

Money Talk

Jump to Post View Topic

re: Spec Play - HGRAF

Posted by NaturalBeam on 3/3/26 at 3:10 pm to SidewalkTiger

If we continue to go up between 2% on bad days and 20% on good days, then sometime next month :dunno:

Money Talk

Jump to Post View Topic

re: Spec Play - HGRAF

Posted by NaturalBeam on 3/3/26 at 2:51 pm to dstone12

Another day, another ATH

Hope all you cats waiting on a dip actually made a purchase today. I picked up another 400 :cheers:

*If we bottom out at the bell, I will take the hit on the jinx*

Money Talk

Jump to Post View Topic

re: Spec Play - HGRAF

Posted by NaturalBeam on 3/2/26 at 5:54 pm to Neauxla

Grain of salt, but allegedly this guy talked with some HGRAF folks over the weekend about scaling production:

Loading Twitter/X Embed...
If tweet fails to load, click here.

quote:
Yes - the Houston facility will have an initial annual capacity of 350 tons.

However, they have A LOT of land they can build additional buildings, which will house additional reactors.

It’s my understanding after chatting with $HG $HGRAF this weekend at the conference, it could house THOUSANDS of reactors.

They will put up additional buildings, and build additional reactors to scale with customer demand.

Exactly as
@BambroughKevin
has stated here on X. Now that EPA / REACH approvals have been obtained. It’s full steam ahead with the $50 million+ they have on hand to ramp up production, sales and R&D.

Money Talk

Jump to Post View Topic

re: Spec Play - HGRAF

Posted by NaturalBeam on 3/2/26 at 5:15 pm to Neauxla

quote:
I cannot decide if I should buy now or hope for a drop

I know you had that big chunk a couple of weeks ago, but if you keep waiting, it might be the end of the month and you're kicking yourself for not buying more under $6...

But I'm right there with you - I also have some NBIS in the $130s :wah:

Money Talk

Jump to Post View Topic

re: Nebius - NBIS - AI Infrastructure Company

Posted by NaturalBeam on 3/2/26 at 3:11 pm to bayoubengals88

Man I was expecting bad things today. Great to see it basically break even by close. :cheers:

Money Talk

Jump to Post View Topic

re: Spec Play - HGRAF

Posted by NaturalBeam on 3/2/26 at 11:11 am to PenguinPubes

Well it started as play money. I am currently in for well beyond that :lol:

Money Talk

Jump to Post View Topic

re: Spec Play - HGRAF

Posted by NaturalBeam on 3/2/26 at 9:43 am to SETH6180

quote:
Was hoping it would creep closer to $4, not sure I'm that patient though

I really don't see that happening. The company has a huge interest in keeping us well above $4 for the NASDAQ.

If we dip below $5, they may release more news just to get us back up. It feels like we are creating new floors everyday now.

Money Talk

Jump to Post View Topic

re: Spec Play - HGRAF

Posted by NaturalBeam on 3/1/26 at 9:31 am to Hangit

quote:
We are marching toward $10 by the 31st of this month

Obviously I hope y’all are right, but what catalysts are you seeing that would double us up in the next month?

I think the acetylene contract is likely to be announced, and hopefully the Houston construction, but is that enough to keep us moving significantly upward? I was thinking those things would likely just hold us around $5-6.

Kerry basically said yesterday they are on track for NASDAQ by the end of June. And it doesn’t sound like any big purchase orders are coming for a few more months. Those are the things (along with institutional investing) that I thought would really get us over double digits. But y’all are thinking we get there even before those things?

I want you to be right :lol:

Money Talk

Jump to Post View Topic

re: LSU Hockey

Posted by NaturalBeam on 2/28/26 at 8:50 pm to mtb010

I ordered an LSU sweater for my son from China. Looks great but obviously no proceeds went to the team.

I admire those guys for going out there, especially on their own dime. But man, it’s some bad hockey :lol:

Tiger Rant

Jump to Post View Topic

re: Spec Play - HGRAF

Posted by NaturalBeam on 2/27/26 at 3:18 pm to SETH6180

quote:
Do we see this thing falling below $4 anytime soon?

I do not, simply due to the NASDAQ listing. Like Jax said, they'll pull out all the stops to keep us above water.

Money Talk

Jump to Post View Topic

re: Spec Play - HGRAF

Posted by NaturalBeam on 2/27/26 at 3:17 pm to Jax-Tiger

True. I read where once they have applied for the NASDAQ, they'll have to remain >$4 for the duration of the process, which can be 4-8 weeks.

So once they actually apply (if they haven't done so already), then I'd agree - they'll have to do everything they can to stay above. But I'd also think announcing the acetylene contract or some news about construction or hyperion units would comfortably keep us well over $4.

Money Talk

Jump to Post View Topic

re: Spec Play - HGRAF

Posted by NaturalBeam on 2/27/26 at 3:06 pm to Guntoter1

Maybe the acetylene contract, which would be fantastic news. But I don't see any purchase contracts being announced for at least a month or 2.

Money Talk

Jump to Post View Topic

-1

re: Nebius - NBIS - AI Infrastructure Company

Posted by NaturalBeam on 2/27/26 at 11:58 am to Paul Allen

Up 150+% from where you sold it :lol:

Glad you still check in. :cheers:

Money Talk

Jump to Post View Topic

re: Spec Play - HGRAF

Posted by NaturalBeam on 2/27/26 at 10:50 am to Swamp puppy

quote:
I don't see any signs of malice here. He has the balls to do research and then voice his thoughts. He puts in way more effort than most of us here.

I'm a fan of NBIS and HGRAF!

Absolutely, I appreciate his work and I do think he will be right about NBIS in the end. I'm not sweating it.

Obviously just wished I had thrown it all in HGRAF but that's easy to say now that it's taking off. And it's still technically a spec play, so no guarantees. If I had that kind of crystal ball, I wouldn't need a day job.

Money Talk

Jump to Post View Topic

re: Spec Play - HGRAF

Posted by NaturalBeam on 2/27/26 at 10:36 am to Neauxla

quote:
Now you sound like BB88 and his pumping NBIS

I bought several hundred shares of NBIS at the same time I was accumulating HGRAF. NBIS felt like the safer play and was a hedge in case HGRAF crashed and burned.

:dope:

Money Talk

Jump to Post View Topic

re: Spec Play - HGRAF

Posted by NaturalBeam on 2/27/26 at 7:57 am to FieldEngineer

Looking at the spreads, I think we’ll see $5 this morning. :cheers:

Whether we can hold there is the big question.

Money Talk

Jump to Post View Topic

re: Spec Play - HGRAF

Posted by NaturalBeam on 2/26/26 at 4:41 pm to SETH6180

quote:
New to this thread, do we think there is still room here at current pricing? I'm late to the party

Definitely. I was later to the party than a lot, and started picking up shares around $1. I'm still going to keep adding every week as I've been doing.

But with the potential this one holds, a few dollars now won't make a ton of difference in the end. This is a unique stock and unique opportunity for a new product that has never hit the market. Sure, you could probably double or triple your money by the end of the year, but we are inching closer to the possibility that this will be a 20, 30, 40 bagger, even from current price, within the next 5 years.

And the good news for getting in now is that the possibility of going to zero has been significantly de-risked. The EPA likely gave us a built in floor now that we didn't have just a few days ago. :cheers:

Money Talk

Jump to Post View Topic

re: Spec Play - HGRAF

Posted by NaturalBeam on 2/25/26 at 8:40 am to Jax-Tiger

quote:
Just picked up 5k at $3.75.

Would like to offload, later this week.

I'm just going to continue to hold mine but I do like this strategy as well. I think once emotions settle, most people will view this offering as a good thing and this may be the last chance to get some under $4. I'd expect a quick rebound by EOW.

Money Talk

Jump to Post View Topic