re: Spec Play - HGRAF

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Yeah I don’t see a scenario in which EPA approval doesn’t push this close to $5

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I was thinking of this question from a different angle.

This stock is priced over 2 bucks/share based on potential, since the company has no product and no customers.. The risk is real that it could go down to zero, if they don't get EPA approval and the company goes bankrupt.

If HGRAF gets EPA approval, the risk of going to zero is reduced significantly, since they can now produce and sell the product. The risks are reduced to execution, whether they can produce customers, and whether they become a target for a buyout.

I think the biggest risk going forward is whether those customers that need 1000's of tons of graphene ever materialize. It could turn out that Hydrograph graphene is only necessary in specialized applications that don't need much volume.

I think the EPA approval makes the new floor $2.50, not $0.00, and essentially derisks the investments up to this point. The most likely worst case scenario would be that HGRAF becomes a niche product and stays in single digits in perpetuity, while the best case is that it goes to $1000/shr in 2-3 years.

Again, that's what I see, but I could, and likely am wrong...

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I can't align with that big of a share price in that sort of a time frame for HYGRAF. You KNOW I want to be wrong here.

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I dont think you're wrong. I still think the most likely outcome is an acquisition once this company gets a few customers.

How happy/unhappy would you be if someone buys HGRAF for $15/share later this year?

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But I'll never be mad at a six-figure windfall...

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That's true, but it's that initial multiple that is most important, because the low price allows you to buy more shares and increase your multiplier. That increase from $1 to $15 is a lot more important than the increase from $15 to $30, in the sense that you have a 15 bagger in the first scenario, and a 2 bagger in the second. There are a lot more investments out there that will give you a 100% profit than will give you a 1500% profit.

PR Release

Well.... Lets see how this plays out today...


Also - A little about Hubron

Hubron and Graphene

Anyone want to predict a new ATH today or will this have little impact?

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Anyone want to predict a new ATH today or will this have little impact?

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Seems like the latter, but there's a lot of time left in the day.

It appears that we're going to need a handful, or a dozen of these. And then they and their customers find successful applications. Dreams of odd uses coming from places like this are still in my nights.

Hopefully, Kjirsten isn't BS'ing us that some larger ones, closer to final use status are in the works too.

It does give us a glimpse into the middle men involved between the final product and HGRAF.

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My thought was a 7-10% run with FOMO for some small part of the day.

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I don't know how big of a deal this is. I think people are still focused on the EPA.

It would not surprise me if the EPA announcement doesn't give as much of a bump as we would expect, because this is a small company that nobody has ever heard of and it's not listed on the US exchange. There are no institutional investors to push the needle in either direction, either.

There is just us, and we know this stuff, but it's not on most people's radar. None of the major investment analysts are talking about it, and most of them don't even know it exists, in all likelihood.

What WILL get people's attention is that it gets listed on NASDAQ and either the US Government or a large company will sign a billion dollar contract to buy graphene.

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A red day has not in my thought process this morning.

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Very disappointing. Apparently It’s all hinging on the EPA.

Nothing-
Else
Matters.

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I will say that I would sell it in the $600's on the way to 1k.

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I always wondered about that. Did Kevin Bambrough say this would to to $1000/share, or did he say it would be a 1000 bagger? He probably bought a lot of his shares at $0.10/share, so a 1000x would be $100/share.

That being said, I will not wait until $600 before I start selling. Depending on when it takes off, I will start selling bit by bit. If given the choice of selling off my stock at $100 share in 2 years or waiting 5 years for it to reach $600, I will probably sell the majority of my shares in the $30-$100 range and then let 25% of my shares ride.