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masoncj
| Favorite team: | Auburn  |
| Location: | Atlanta |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 647 |
| Registered on: | 6/9/2023 |
| Online Status: | Not Online |
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Sucks but hopefully a 5% recovery is in store for us in the near term
1
Well it hit that! Lol
re: Spec Play - HGRAF
Posted by masoncj on 3/2/26 at 1:11 pm to JperiodCperiod
This is getting crazy!
All we can do is speculate…I am wondering if insider know a PR is about to hit celebrating the first customer POs.
All we can do is speculate…I am wondering if insider know a PR is about to hit celebrating the first customer POs.
re: CFA vs CFP
Posted by masoncj on 3/2/26 at 12:54 pm to TigahsOnTop
Not sure it matters.
The only reason I have a CFP is that he is also my CPA. That’s the winning combo in my opinion.
The only reason I have a CFP is that he is also my CPA. That’s the winning combo in my opinion.
From Reddit - Kerry Landis (Hgraf board member) gave a nice preso the other day on HGRAF
I listened to Kerry Landis's presentation at the Metals Investor Forum so you don't have to.
Board member Kerry Landis speaking. Presenting a February 2026 Investor Deck.
*Commercialization has begun o*n the second slide.
Hyperion reactors have 10 tons capacity per year, scale, …”expanding to 30." says Landis.
$500k to make a reactor
1 in full operation for a bit over a year
Graphene sells at between $250k to up to $1m per ton
“We’ll have global reach. The feedstocks are available around the world. We can build the unit wherever we need. We’re gonna use decentralized control of these Hyperion units at the start but as worldwide access grows, we’ll probably have other locations around the world. Strong value proposition. We’ve found that every, about 75 potential customers now. We have found that every test that’s been done with different graphenes with different companies, we have won the test, in fact we are usually 3 or 4 times more efficacious. So the customers are… the purchase orders probably are not far down the line.”
I like this sound of this. For as straightforward and cheap as they make the reactors sound, I’m glad to hear the strategy of simply building up new production locations closer to customers around the world.
2-3 months to make a reactor.
“We can don 10 in parallel” the way he said it, kinda sounds like that number could clearly increase
Love these bits about the GEIC, especially the ending.
“We have a strategic partnership with the GEIC, the Graphe Engineering Innovation Center in Manchester, England, and it’s here where they have acted as a 3rd party independent analyst to take a look at what graphene is the best for a customer. And like I said, in 75 potential customers, we have won every test and like I said 3-4 times more efficacious than other customers \[sic\]. James Baker was the CEO of the GEIC and he has stepped down from that, he was also a professor at the university of Manchester, he stepped down from that, and he has joined our advisory board. At the GEIC is where we came in contact with the US Army Research Lab, they have determined that they want to produce a GEIC in the United States and we have been told that Hydrograph is going to play a key role in that.”
Slide comes up listing industries they could be a part of: lubricants, composites, coatings, cement/concrete , energy storage. “We’re going to address or be available and will provide graphene for all these industries. They two were most focused on at the moment are composites and coatings. Although lubricants, concrete, and energy storage are going to be high on our list also.”
A slide comes up titled *2026: Commercialization under way* with three blurbs.
*Large automotive company: Multiple successful trials completed for automotive composites. Next: Pilot industrial scale-up, followed by commercial scale-up negotiations targeting 2026. Tonnage volumes anticipated.*
*Biosensors: Hawkeye Bio achieves distributor contract and published data in Nature. Next: Production ramp up begins in 2026 with additional biosensors in development targeting 14 different diseases.*
*Technical Fibers: scale up order expected based on repeated results. Next: Pilot industrial scale-up to commence at completion of current trial. Rapidly growing defense interest.*
And Landis says, “And the bottom one, the technical fibers. That’s the military and federal, and we’ve got a large interest in that. So we think that’s going to be pretty big also."
NASDAQ hopefully by the end of Q2.
He ended with what seemed like some late add to his script. Honestly the swerve from dry business presentation to this pump felt out of place. “You may ask yourself, are we done, is this as far as we’re going. Well let me remind you, we’re a patented process, we’re easily scalable, we have a growing customer base, we’ve got about 75 already that are, we don’t have a closed purchased order yet, but we’re getting there and we anticipate that soon. We’re not dependent on any foreign suppliers, we produce the graphene here. We can reduce the reliance on critical minerals such as copper and silver … Hydrograph will play a large part in the buildout of the US Army GEIC in the US. We have a headquarters that is being opened right now in Austin, TX. The NASDAQ listing, we just achieved the metrics that are necessary for NASDAQ listing and we’re expecting to have that closed hopefully by the end of Q2 of this year. 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. So as an investor, let me ask you one question. Do you want to buy stock in a company that before or after large purchase orders begin. Before revenue begins to expand at 80% margin. Before the NASDAQ listing where more potential investors come on. Before we announce the contract that we’re near term for an acetylene and oxygen supplier. Before we begin the large production facility where we will put tens if not hundreds of Hyperion units and before we scale up production to begin in earnest.”
I listened to Kerry Landis's presentation at the Metals Investor Forum so you don't have to.
Board member Kerry Landis speaking. Presenting a February 2026 Investor Deck.
*Commercialization has begun o*n the second slide.
Hyperion reactors have 10 tons capacity per year, scale, …”expanding to 30." says Landis.
$500k to make a reactor
1 in full operation for a bit over a year
Graphene sells at between $250k to up to $1m per ton
“We’ll have global reach. The feedstocks are available around the world. We can build the unit wherever we need. We’re gonna use decentralized control of these Hyperion units at the start but as worldwide access grows, we’ll probably have other locations around the world. Strong value proposition. We’ve found that every, about 75 potential customers now. We have found that every test that’s been done with different graphenes with different companies, we have won the test, in fact we are usually 3 or 4 times more efficacious. So the customers are… the purchase orders probably are not far down the line.”
I like this sound of this. For as straightforward and cheap as they make the reactors sound, I’m glad to hear the strategy of simply building up new production locations closer to customers around the world.
2-3 months to make a reactor.
“We can don 10 in parallel” the way he said it, kinda sounds like that number could clearly increase
Love these bits about the GEIC, especially the ending.
“We have a strategic partnership with the GEIC, the Graphe Engineering Innovation Center in Manchester, England, and it’s here where they have acted as a 3rd party independent analyst to take a look at what graphene is the best for a customer. And like I said, in 75 potential customers, we have won every test and like I said 3-4 times more efficacious than other customers \[sic\]. James Baker was the CEO of the GEIC and he has stepped down from that, he was also a professor at the university of Manchester, he stepped down from that, and he has joined our advisory board. At the GEIC is where we came in contact with the US Army Research Lab, they have determined that they want to produce a GEIC in the United States and we have been told that Hydrograph is going to play a key role in that.”
Slide comes up listing industries they could be a part of: lubricants, composites, coatings, cement/concrete , energy storage. “We’re going to address or be available and will provide graphene for all these industries. They two were most focused on at the moment are composites and coatings. Although lubricants, concrete, and energy storage are going to be high on our list also.”
A slide comes up titled *2026: Commercialization under way* with three blurbs.
*Large automotive company: Multiple successful trials completed for automotive composites. Next: Pilot industrial scale-up, followed by commercial scale-up negotiations targeting 2026. Tonnage volumes anticipated.*
*Biosensors: Hawkeye Bio achieves distributor contract and published data in Nature. Next: Production ramp up begins in 2026 with additional biosensors in development targeting 14 different diseases.*
*Technical Fibers: scale up order expected based on repeated results. Next: Pilot industrial scale-up to commence at completion of current trial. Rapidly growing defense interest.*
And Landis says, “And the bottom one, the technical fibers. That’s the military and federal, and we’ve got a large interest in that. So we think that’s going to be pretty big also."
NASDAQ hopefully by the end of Q2.
He ended with what seemed like some late add to his script. Honestly the swerve from dry business presentation to this pump felt out of place. “You may ask yourself, are we done, is this as far as we’re going. Well let me remind you, we’re a patented process, we’re easily scalable, we have a growing customer base, we’ve got about 75 already that are, we don’t have a closed purchased order yet, but we’re getting there and we anticipate that soon. We’re not dependent on any foreign suppliers, we produce the graphene here. We can reduce the reliance on critical minerals such as copper and silver … Hydrograph will play a large part in the buildout of the US Army GEIC in the US. We have a headquarters that is being opened right now in Austin, TX. The NASDAQ listing, we just achieved the metrics that are necessary for NASDAQ listing and we’re expecting to have that closed hopefully by the end of Q2 of this year. 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. So as an investor, let me ask you one question. Do you want to buy stock in a company that before or after large purchase orders begin. Before revenue begins to expand at 80% margin. Before the NASDAQ listing where more potential investors come on. Before we announce the contract that we’re near term for an acetylene and oxygen supplier. Before we begin the large production facility where we will put tens if not hundreds of Hyperion units and before we scale up production to begin in earnest.”
Kerry Landis (Hgraf board member) said in an interview (you can find it on YouTube) to expect first contract announcements by the end of Q1.
re: Spec Play - HGRAF
Posted by masoncj on 2/27/26 at 2:58 pm to JperiodCperiod
What a week!
Contracts will be announced within 2 weeks.
Should pop this thing to 7-8 dollars
Contracts will be announced within 2 weeks.
Should pop this thing to 7-8 dollars
re: Spec Play - HGRAF
Posted by masoncj on 2/25/26 at 8:23 am to tiggerthetooth
Yep
Voted yes to all the questions
Voted yes to all the questions
Since there’s not a market value on the OTC stock
It’s all limit on the bid and ask
Bid is showing at $4.27
In reality or at least theory that’s where it closed or will better yet open in the morning
It’s all limit on the bid and ask
Bid is showing at $4.27
In reality or at least theory that’s where it closed or will better yet open in the morning
Looks like there was good support at four dollars
Back up to 425 now
Back up to 425 now
re: Spec Play - HGRAF
Posted by masoncj on 2/24/26 at 10:14 am to PenguinPubes
Kevin Brambough is saying 20-30 a share this year. Everybody was laughing at him last summer…not so much any more
I am not gonna doubt him.
Once this company gets listed on NASDAQ gonna be insane the institutional money ciming in
I am not gonna doubt him.
Once this company gets listed on NASDAQ gonna be insane the institutional money ciming in
I was looking for some nay sayers and shorters posting on X and of course the pussies are all silent today.
It’s the ones who blatantly lied last fall that could’ve really damaged the stock by shorting it that I have no sympathy for whatsoever…going so far as to try to sexualize the ceo..:just really sick twisted folks
Shorting a stock based on bad financials or a bad outlook is of course is 100% acceptable.
But These assholes were trying to drive the company into insolvency when in reality this company could help change the world in dramatic fashion for the better
Hope they all burn
It’s the ones who blatantly lied last fall that could’ve really damaged the stock by shorting it that I have no sympathy for whatsoever…going so far as to try to sexualize the ceo..:just really sick twisted folks
Shorting a stock based on bad financials or a bad outlook is of course is 100% acceptable.
But These assholes were trying to drive the company into insolvency when in reality this company could help change the world in dramatic fashion for the better
Hope they all burn
re: Spec Play - HGRAF
Posted by masoncj on 2/23/26 at 8:42 am to NaturalBeam
Very nice!
Correct the money just goes back to USA importers — will be a nice windfall as I highly doubt the end consumer gets the eventual refund
re: SCOTUS strikes down Trump tariffs
Posted by masoncj on 2/20/26 at 10:13 am to ThermoDynamicTiger
CBS was reporting same thing that he has lots of options jist more oversight
GOP led congress but some of them might be a problem for him
GOP led congress but some of them might be a problem for him
re: SCOTUS strikes down Trump tariffs
Posted by masoncj on 2/20/26 at 9:17 am to UltimaParadox
What does this mean in practical terms?
Reading else where he has plenty of options available under other statues
Reading else where he has plenty of options available under other statues
I bought another 1000 shares this morning
Had some money that my former company dumped into my brokerage for RSU payouts …so figured why not
Had some money that my former company dumped into my brokerage for RSU payouts …so figured why not
re: Spec Play - HGRAF
Posted by masoncj on 2/18/26 at 9:26 am to Dock Holiday
Got it…Will do
re: Spec Play - HGRAF
Posted by masoncj on 2/18/26 at 9:13 am to Dock Holiday
Has anyone asked the guy on the yahoo boards for him to request another update from the epa on the status of the approval?
Think we are ciming up on three weeks now.
I don’t mind asking him if someone can send me the link to the board post . I tried searching any can’t find the post.
Think we are ciming up on three weeks now.
I don’t mind asking him if someone can send me the link to the board post . I tried searching any can’t find the post.
Yes - fees are priced in USD but paid for in HBAR
LINK
Essentially the higher an HBAR becomes in value the more transactions it can produce
LINK
Essentially the higher an HBAR becomes in value the more transactions it can produce
re: Thoughts on financial advisors stock picking?
Posted by masoncj on 2/16/26 at 2:42 pm to castorinho
Exactly
Why CFP is also my CPA and that is the only reason I have a CFP
Why CFP is also my CPA and that is the only reason I have a CFP
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