NaturalBeam

-1

Charlie Weis Jr. interviewing with the Eagles??

Posted by NaturalBeam on 1/16/26 at 12:06 pm

That's the current rumor on the webs:

LINK

Tiger Rant

-37

re: Spec Play - HGRAF

Posted by NaturalBeam on 1/16/26 at 8:09 am to Dock Holiday

Right. And if it's true that 5 years ago GMG was where HGRAF is now, I'm guessing it's been a slow 5 years for them b/c they (1) couldn't mass produce/market their product; and/or (2) their stuff isn't as good.

I guess we'll see. Again, there's plenty of room for both companies to be massively successful. And if GMG is really in the market of making their own products, then they really aren't even a competitor of Hydrograph.

re: Spec Play - HGRAF

Posted by NaturalBeam on 1/16/26 at 6:36 am to PenguinPubes

Other than it getting EPA approval last month, I haven't looked into GMG at all. But I found this post of Reddit interesting, comparing GMG to HGRAF. The GMG folks seems pretty confident they have the better product:

LINK

quote:
In a nutshell, the difference is that HGRAF produces and sells high purity graphene to customers. It’s then up to the customer to search and develop an application WITH and FOR this graphene.

GMG produces its own high purity graphene AND develops products around it.

That’s the difference.

quote:
It should be noted that HGRAF does not actually sell any significant quantities of graphene. They always talk about how may 'customers' they have but just because a company is testing their graphene does not mean they are or will become a customer. Also, they talk about high margins but until a customer actually pays that price they cannot be certain what the margin is.

quote:
HGRAF is a lot of hype but they have not made any significant sales or contracts. They have missed every target date for contracts, EPA approval, uplisting, and production facility buildout. If not for the pump by Kevin B. on social media, HGRAF would still be trading at 20 cents. It is way overvalued considering the lack of progress.

quote:
GMGs graphene quality is much higher. It’s pure graphene because there is no oxygen involved in the production process. The model of selling graphene direct is where gmg was 5 years ago and it doesn’t work. You need your own applications because no one knows what to do with the powder so it’s worthless on its own. HG will find that out at some point too.

Not that this has to be a zero sum game or anything, but I found it amusing/interesting.

re: Jordan Seaton Visiting…Mississippi State??? | Pete Thamel

Posted by NaturalBeam on 1/15/26 at 9:43 pm to Broham

quote:
He must not care about winning.

Newsflash, none of these guys do. NIL and NFL are the only concerns.

LSU Recruiting

re: Military operations vs. Iran - not happening (for now)

Posted by NaturalBeam on 1/14/26 at 4:51 pm to 5 Deep

quote:
Thanks for the post in Arabic

I tried to read it in my head in this voice:

re: How many coaches have been at more than one SEC school?

Posted by NaturalBeam on 1/13/26 at 4:39 pm to Missouri Waltz

Houston Nutt

Tiger Rant

re: I would not be surprised if more older coaches pack it in like Saban.

Posted by NaturalBeam on 1/13/26 at 12:55 pm to Cell of Awareness

quote:
I would not be surprised if more older coaches pack it in like Saban.

Brian Kelly did. He just didn't tell us about it.

More Sports

re: Spec Play - HGRAF

Posted by NaturalBeam on 1/13/26 at 8:58 am to reds on reds on reds

quote:
I do wonder what the stock price will do if we reach end of January with no news.

There seems to be pretty good support around $1.90 so I could see it dropping back there. Maybe lower if people pull out, since there seem to be a lot of internet chatter about a decision this month or next.

I agree with Jax though, it doesn't matter for me. I'm selfishly hoping it holds off a bit longer so I can keep buying.

re: Nebius - NBIS - AI Infrastructure Company

Posted by NaturalBeam on 1/13/26 at 8:55 am to The Boat

quote:
No he’s mad because he sold before the big run up last fall. You can track his posts in the thread.

Ouch. Yeah it looks like he sold around $35-40 right before the big run up.

I've been there, too. But I don't actively root against other people b/c of sour grapes. :rolleyes:

re: Nebius - NBIS - AI Infrastructure Company

Posted by NaturalBeam on 1/12/26 at 3:03 pm to chadau79

With this kind of momentum, I don't expect we'll see Paul anytime soon.

re: Hypothetical - Inherit $1 Million Cash

Posted by NaturalBeam on 1/12/26 at 12:47 pm to SaDaTayMoses

quote:
Hypothetical

Congrats, baw!

re: Where to park

Posted by NaturalBeam on 1/9/26 at 4:35 pm to KemoSabe65

$500k in HGRAF.

By 2030, you'll either have nothing or you may have $50 million+. Technically, this is money you don't even have now, so you wouldn't be losing anything to find out. :cheers:

re: Trinidad's waiver denied

Posted by NaturalBeam on 1/9/26 at 2:12 pm to hoojy

quote:
Just sue them and watch them fold.

For what? The statement by the NCAA doesn't sound like he has much of a leg to stand on.

Now maybe there is another side to the story, but if so, what is it?

SEC Rant

re: Contracts being signed before transfer portal opens

Posted by NaturalBeam on 1/9/26 at 9:00 am to Ebridg3

quote:
Take Chambliss or Lacey even for instance. Youre still playing a season and your coach comes up to you and wants to lock you in for another year.

The portal was open when these 2 signed their deals. They just didn't enter the portal. They could have if they wanted to.

LSU Recruiting

re: Kewan Lacy last night…

Posted by NaturalBeam on 1/9/26 at 8:40 am to Ellis_Hugh

quote:
What happened?

Frank Wilson coaches him now. He saw that huge TD run and decided it was time to go to another RB.

SEC Rant

re: Spec Play - HGRAF

Posted by NaturalBeam on 1/8/26 at 4:01 pm to dkreller

Other than my one failed attempt at swing trading it, I haven't been worried about DCA'ing this one.

I agree with Igoringa: this seems to be a binary play where it's worth nothing or it's worth a ton. So right now - before the EPA decision - it's all about accumulating regardless of price IMO. I've been buying weekly since October and I just set it to buy at market price.

I would just put in whatever money you are prepared to gamble and not worry about a few pennies or dimes here and there. Whether we are right or wrong about this stock, those won't matter soon enough. :cheers:

re: Spec Play - HGRAF

Posted by NaturalBeam on 1/8/26 at 2:42 pm to FieldEngineer

With this huge pop, I googled to see if there was some EPA news or something. I did find this X post from a little over a week ago and don't think it was shared here. Nothing we didn't already know, but just another person's opinion on the timeline we're working with:

X

quote:
?? HydroGraph (HGRAF) EPA Update: The Final Stretch to Mass Production

As we close out December 2025, all eyes are on the EPA’s “final signature” for HydroGraph Clean Power. For investors and industry watchers, this regulatory green light is the final "starting gun" for the mass production of fractal graphene in the United States.

?? Current Status: P-24-0086

HydroGraph’s specific Pre-Manufacture Notice (PMN P-24-0086) covers both FGA-1 (high-conductivity grade for batteries) and FGA-2 (lubrication grade).

• The Progress: The case has officially cleared the "Scoping" phase and is currently in the Focus Meeting stage.

• The Peer Benchmark: On December 22, 2025, a primary competitor (GMG) announced they had accepted their EPA "approval conditions." This confirms the EPA is actively clearing the graphene backlog.

• The "Signature" Window: With the case now in Focus/Risk Assessment, we are moving toward the final Risk Management phase. Based on typical federal timelines, the final "signature" is anticipated between late February and early March 2026.
?? Why the Signature Matters

The EPA approval is the official trigger for HydroGraph's aggressive 2026 expansion plan:

1. Texas Groundbreaking: HydroGraph is set to break ground in Q1 2026 on a 70,000 sq. ft. facility.

2. Massive Capacity: This site will jump from the current ~1 ton/month capacity to over 350 tons annually by late 2026.

3. Revenue Shift: The signature allows HydroGraph to move from selling "test samples" to fulfilling tonnage-scale industrial contracts with their 60+ current trial customers.

?? Technical Deep Dive: FGA-1 vs. FGA-2
The filing covers two distinct products that serve separate multi-billion dollar markets:

• FGA-1 (3–9 layers): Optimized for EV batteries and high-strength plastics. Recent tests showed a 114% increase in PET plastic strength, allowing for significantly lighter and greener packaging.

• FGA-2 (~32 layers): Optimized for the lubrication and concrete sectors. Its "sliding plate" structure significantly reduces friction and mechanical wear in industrial engines.
?? What to Watch Next

Keep a close eye on the EPA PMN Status Table. The next major "tell" will be the status changing to "Awaiting Submitter Signature." Once that appears, a formal company announcement is usually only 5–10 business days away.

The Bottom Line: HydroGraph is redomiciling to Texas, securing acetylene pipeline access, and preparing for a potential Nasdaq listing in February 2026. All signs suggest the company is positioning itself to hit the ground running the second the EPA pen hits the paper.

re: Christians OTOT: Would you be able to make an interfaith marriage work?

Posted by NaturalBeam on 1/8/26 at 12:01 pm to MRTigerFan

quote:
Well, I still don't see why they can't alternate. One week at his church and one week at hers. Seems like the most simple of compromises and if they can't even bend that much for each other I'm afraid this marriage is doomed.

Yep. If neither of them are willing to budge on this simple of a compromise, Lord help them once they start having children, financial issues, etc..

re: Christians OTOT: Would you be able to make an interfaith marriage work?

Posted by NaturalBeam on 1/8/26 at 11:47 am to T1gerNate

quote:
I am saying this as a friend and a brother in the faith - you need to really give some serious thought to whether you are being motivated by genuine faith which is of the Holy Spirit, or by spiritual pride which is of the evil one.

Amen. I was guilty of the latter years ago.

re: Christians OTOT: Would you be able to make an interfaith marriage work?

Posted by NaturalBeam on 1/8/26 at 11:45 am to Jeb Busch Lite

quote:
No, communion in this particular church is strictly a symbol

A symbol of what? Do you not believe in what is being symbolized?

This is such cringy convert Catholicism, that I'm starting to think this is a troll.