Domain: tiger-web1.srvr.media3.us User Profile: JperiodCperiod | TigerDroppings.com
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Registered on:8/17/2022
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re: Spec Play - HGRAF

Posted by JperiodCperiod on 3/3/26 at 4:59 pm to
I am not an OT baller or a MT trader. I have a decent job and I have a 401(k) at work that is invested like those go. I also recently set up a Roth. I also recently started a Fidelity account to hold my emergency fund in cash and a handful of ETFs.

First a little and thence to more, I started porting the fidelity account and the little bit I have in the Roth to HGRAF.

While I am extremely happy to be up 140% after just a couple of months, I now have to focus on getting my emergency fund back up. However the more I research and the more hype I hear, I want to do it without touching my HGAF stock.

I would hate for a car repair, new A/c, or new roof to detract from this issue. Having taken the leap here, I need to get conservative elsewhere to build a moat and castle wall around my HGRAF castle.

re: Spec Play - HGRAF

Posted by JperiodCperiod on 3/2/26 at 12:51 pm to
quote:

I’m up over $7k unrealized gain now.


Up 13k today

re: Spec Play - HGRAF

Posted by JperiodCperiod on 3/2/26 at 7:11 am to
There was some chatter about not being able to make announcements within so many days of the life offering, but said chatter seemed to be unaware of the quick closing window of the offering. This may or may not affect the timing of announcements.

re: Spec Play - HGRAF

Posted by JperiodCperiod on 3/1/26 at 7:33 am to
A one percent share in those markets could mean a share price of over $600.

re: Spec Play - HGRAF

Posted by JperiodCperiod on 3/1/26 at 12:19 am to
[url=LINK ] [url=LINK ] [url=LINK ] [url=LINK ]

re: Spec Play - HGRAF

Posted by JperiodCperiod on 2/28/26 at 8:50 pm to
quote:

Belly up to the trough boys.


But we still only have 9,000 tons on hand and one Hyperion chamber with two more on the way.

While I like getting on near the ground floor, there is a whole lot of business that has to take place before the stock is more results oriented than hype/potential oriented.

re: Spec Play - HGRAF

Posted by JperiodCperiod on 2/27/26 at 2:37 pm to
Slow day for HGRAF.
Only up 4.5% today.

re: Spec Play - HGRAF

Posted by JperiodCperiod on 2/26/26 at 11:27 am to
Has anyone researched Levidian? They are a competitor of HGRAF, making graphene from Methane in a “chamber”.

re: Spec Play - HGRAF

Posted by JperiodCperiod on 2/24/26 at 9:30 pm to
LINK

The company is raising a bit of capital. While it will dilute the shares a little, I understand that the money to build Hyperion chambers, research uses, market and establish production facilities doesn’t come out of thin air.

I hope this measure will not become a recurring practice. With their supposed profit margin, I would expect them to be able to self finance such things in the future.

re: Spec Play - HGRAF

Posted by JperiodCperiod on 2/24/26 at 9:48 am to
I want to hold some long term but I will also need to 1.) diversify and 2.) replenish my savings account that funded the stock purchase.

re: Spec Play - HGRAF

Posted by JperiodCperiod on 2/24/26 at 9:29 am to
quote:

I believe that is CAD not USD


The company confirmed it was CAD.

re: Spec Play - HGRAF

Posted by JperiodCperiod on 2/24/26 at 9:26 am to
I know there will be a lot of growth and also a lot of reinvestments, but can long term see this as a dividend producer.

What are your thoughts? How does this change when you take your gains?

re: Spec Play - HGRAF

Posted by JperiodCperiod on 2/23/26 at 7:17 am to
Reddit reporting some institutional activity

——
I'm still monitoring for Institutional Investors. It appears minimal amounts reported:

New Institutional Positions (February 17–23, 2026) ?While 13F filings technically reflect the previous quarter, the "processing dates" and disclosures over the last seven days show that the following firms are officially on the books as holders: ?Osaic Holdings Inc.: Reported a new position of 7.57k shares on February 17, 2026.
?Bank of America Corp: Reported 7.26k shares on February 17, 2026.
?Royal Bank of Canada (RBC): Reported 6.93k shares on February 17, 2026.
?Creative Planning: Disclosed 3.87k shares on February 17, 2026.
?Sunbelt Securities Inc.: One of the most recent filings, reporting 2.77k shares on
———-
They're potentially moving in! Should be some really high volume coming our way. My personal opinion is that some shorts got out of the game late last week.

Significant Institutional "Hedges" and Short Activity ?In the last week, short sale volume for HGRAF has been unusually high, which often indicates that institutional "market makers" or hedge funds are actively trading the volatility around the Austin facility opening: ?FINRA Short Volume: On February 18, the short volume ratio hit 63.89%.
?Short Shares Availability: As of February 19, over 5.2 million shares were made available for shorting, suggesting that institutional lenders are preparing for high-volume trading.
—-

re: Spec Play - HGRAF

Posted by JperiodCperiod on 2/22/26 at 3:24 pm to
Before reading, assume you have more financial literacy than I do.

I’ve been thinking about how to value this stock. It’s been posted that they are planning a bigger reactor but the current reactors can produce 10 metric tons of fractal graphene. Also that they can sell their Graphene for 250k-800k per ton with under 50k cost.

So I made this chart to map out the stock price at different p/e levels when the number of Hyperion reactors/tons sold reaches different plateaus.



Is this a useful way to look at things? I appreciate your feedback.

re: Spec Play - HGRAF

Posted by JperiodCperiod on 2/20/26 at 7:46 pm to
It will also be interesting to bet on some of the companies that adopt fractal graphene.

On one hand it is not a step toward diversification. On the other, it would be nice to have vertical investments compounding the wave.
quote:

? Not NBIS or HGRAF


Are you full up on those or did you sell your nibs and hgraf?

re: Spec Play - HGRAF

Posted by JperiodCperiod on 2/11/26 at 2:36 pm to
I’ve been thinking of some of the arguments against Hgraf/graphene.

Some of them seem to hover around the Essential vs Optional nature of the product.

How do you really get folks to test, tweak, test again and then use when their current process seems to work fine.? “We’ve always done it this way”.

Yes there are amazing lab test and use cases, but what is the material cost difference. Yes, for some things and designs, smaller/stronger is needed but for others, why make a change?

Some commercial applications are all about performance and longevity but so many personal products are made with planned obsolescence.

When you have a versatile product that can do so much, how do you focus on any one use case. Should Hubron open up a Texas facility.

How many Hyperion units do you need to produce how much graphene at what price for the stock to be worth 1,000/share?

re: Spec Play - HGRAF

Posted by JperiodCperiod on 2/10/26 at 8:02 am to
LINK

New partnership announced

re: Spec Play - HGRAF

Posted by JperiodCperiod on 2/5/26 at 9:18 am to
quote:

I’d put in whatever you want to gamble with
——-
Yeah, that’s why I’m not buying more, even though I’m very tempted.


Added more this morning when I was over what I should gamble. Now I’m way over.