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David_DJS
| Favorite team: | |
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| Number of Posts: | 22414 |
| Registered on: | 8/20/2005 |
| Online Status: | Online |
Recent Posts
Message
quote:
Just out of curiosity, how does Dr Sorenson and Kansas st get paid in all of this?
I know nothing about HGRAF/KSU but have bought some technology held by universities - have used simple licensing arrangements. I'm guessing in HGRAF's case, they'd have exclusivity provided the royalty stream met certain thresholds.
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quote:
This fricker doesn’t even try to hide it.
Tells you just how sheltered they feel by the American Left.
quote:
one unit can make 10 tons per year per that video the other day
And did he say pricing starts at $250K/mt?
ETA - following post had the answer.
And, if I recall he - said their margin was about 80%.
quote:
I will be watching to see how many Hyperion units they contract to build. If they ramp up, then they will be anticipating big contracts. If they go slow, I'm worried...
Agree.
I think it's been reported that they're $500K per unit. If you know - what's the capacity of a $500K unit, and what's their forecast ASP?
re: I Hope Everyone Is Worried About The Obvious Worst Effect Of This Action...
Posted by David_DJS on 3/1/26 at 2:01 pm to wackatimesthree
quote:
I'm amazed that I would need one.
$100 says we could find a dozen threads like yours sans sarcasm.
re: Spec Play - HGRAF
Posted by David_DJS on 3/1/26 at 12:35 pm to NaturalBeam
quote:
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?
Assuming management is competent, they’re likely "managing" how development milestones are sequenced/announced around a listing and share price milestones. In specialty chemicals, it’s common for HOAs or framework agreements to precede formal supply contracts. Only HGRAF knows where they stand in that regard, but I’d expect commercial groundwork to be further along than what’s publicly disclosed - as long as last week's private placement gives them sufficient runway to negotiate from strength.
re: Spec Play - HGRAF
Posted by David_DJS on 3/1/26 at 12:03 pm to JperiodCperiod
quote:
But we still only have 9,000 tons on hand and one Hyperion chamber with two more on the way.
It's about offtake agreements now. Manufacturing capacity isn't a trick. They have it well in hand and doesn't require much capex. Getting listed will be a nice bump but beyond that, it's path to $XX per share is paced by sales.
re: AI-related job news / layoffs
Posted by David_DJS on 2/28/26 at 4:23 pm to RelicBatches86
quote:
There are entire swathes of this country, primarily in the Rust Belt, hallowed out and have never recovered once manufacturing and factories left the US. They live on government aid.
What would these residents of hallowed out rust belt cities being doing if there was no gov't aid option? Would they be starving in the streets?
quote:
Either these tech gurus are full of shite or congress should be hauling in them to explain how this nation functions with millions of jobs being rendered obsolete.
As I posted in a similar thread on the money board, if I had a dollar for every time over the last hundred or so years the so-called experts convinced shitloads that we were entering an unprecedented era of technological advancement that would result in the creation of a huge/permanent unemployed class, I'd have about $10.
And just like what happened when machinery displaced about 90% of Ag workers (at one time, Ag work was about 40% of the American workforce), and just like what happened with the automation era, the information era, the internet era, etc., while there'll be dislocations and stresses, in the end life will be much better and easier than it was before AI.
Politically, we shouldn't forget that a meaningful piece of the justification for LBJ's great society legislation was the growing (and irrational) fear that a permanent class of unemployed/underemployed was going to be created by advances in machinery and automation. Well, guess what - a class of unemployed/underemployed was created by the legislation itself, not by machinery/automation. This is why conservatives better not fall for this AI is going to replace us all bullshite.
quote:
US National Guardsman calls for overthrow of Trump, announces candidacy for mayor
I must be the only one that listened to the idiot's message. He's a goofball, but he didn't call for the overthrow of Trump. He called for people to abandon the Dem and Rep parties, as well as MAGA and start a new liberty party, or some such shite.
Wasn't a big fan of the 6/22 kickoff but once it started, I'm all in on seeing it to a finish that involves the end of Jimmy Carter's frickup.
quote:
Tucker and Massie just need to start voting democrat.
You don't think Dems are in Israel's pocket?
re: Serious Trump Question
Posted by David_DJS on 2/26/26 at 8:36 pm to Old Man and a Porch
We see the beginnings of the end of the illegals gravy train. That's big if you pay income taxes.
quote:
They're asking us to pour water into a bucket full of holes when it's within their power to plug the holes first.
Yes. I agree. What we're debating is the "now what". And I'm suggesting ti would be counterproductive (and pretty stupid) to forfeit to Dems. You want to see things go from not as good as it should be to total shite? Just turn DC back over to Democrats. Were you awake during Biden's 4 years?
quote:
If avoiding forfeiting control to Dems were so important to Republicans, they would act now to secure elections. If they don't so act, it's reasonable to conclude it is not a priority for them
We're not talking about them. We're talking about us, conservative voters - and it makes zero sense, in any scenario, to do anything to help Democrats gain power.
Another way to look at it, and as I posted earlier - the issue is with not very conservative Republicans. Fix that in primaries. But don't help Dems gain power.
quote:
Me: "Youi have control. Please make elections safe while you have control."
Them: "No. Vote for us in unsafe elections and maybe we'll do it later."
That's not what's happening here. It's more like -
You: "We have control. Please make elections safe and if you come up short this time, let's give up and forfeit control of congress to Dems."
Them: "We have control. Please make elections safe and if you come up short this time, try to fix this in Republican primaries. But when the generals come around, we have to do everything possible to beat every single Democrat."
re: Anyone else wondering if they make it to retirement b/c of AI?
Posted by David_DJS on 2/26/26 at 5:26 pm to Triple Bogey
quote:
There will be, but anything that requires basic knowledge work or data entry is going to be more than likely done by AI. Your physical jobs are safe for now until robotics start coming for those. Unless we get some sort of big regulations (which I don't see how bc of China's push) we are headed for a lot of people being unemployed.
If I had a dollar for every time this was the accepted narrative as we entered an era of new disruptive technology the last 100 years, I'd have about $10.
quote:
Do any of yall have an opinion on Owens' behavior? She's acting like a rationale friend of Charlie in your view?
Owens is a loon.
It's not a grieving thing for me w/r/t Erika Kirk. She simply comes off fake AF and a little dim.
quote:
How ironic that the theme of some in this thread is to encourage others to "keep voting Republican" when the entire point is that voting will not do much good when the election system is so vulnerable to corruption and yet even the party that's supposed to be on our side won't take measures to change that.
Is that more or less ironic than others in this thread fantasizing that somehow, against logic and intuition, more Democrats in congress is the better path.
It's hard to follow how, as a conservative, a pro-Dem path is best in any way.
re: An economic collapse scenario by Citrini Research:
Posted by David_DJS on 2/26/26 at 4:03 pm to bayoubengals88
quote:
Twitter founder Jack Dorsey's Block, formerly Square, Ticker XYZ slashes workforce by 40 percent...
Consistent with what I posted.
quote:
"Close" in this context is worth zero.
This makes no sense.
Listen, it's quite simple - you're suggesting something that hands control of congress to Democrats because there aren't enough Republicans currently to overcome a few defectors. Your "plan" is nothing but waving the white flag.
Instead, why don't we elect more and better Republicans?
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