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re: Spec Play - HGRAF

Posted on 2/11/26 at 1:00 pm to
Posted by tiggerthetooth
Big Momma's House
Member since Oct 2010
64306 posts
Posted on 2/11/26 at 1:00 pm to
Lolz, thats some maniac shite that would only make me doubt anything that guy says. $4k? Insanity.
Posted by Dock Holiday
Member since Sep 2015
1996 posts
Posted on 2/11/26 at 1:02 pm to
quote:

Lolz, thats some maniac shite that would only make me doubt anything that guy says. $4k? Insanity.


Yeah, I can't take anything he says seriously after reading that.
Posted by JperiodCperiod
Member since Aug 2022
118 posts
Posted 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?

Posted by NaturalBeam
Member since Sep 2007
14960 posts
Posted on 2/11/26 at 2:47 pm to
I tend to agree, and have particularly though about the the planned obsolescence angle before. Add into how little of HGRAF's graphene is supposedly needed for these huge results, and it's hard to fathom them being able to sell enough to make this stock go well into the triple digits.

On the other hand, possible Dept. of War contracts could really be the gamechanger we need to quickly push this into relevance.
Posted by Dock Holiday
Member since Sep 2015
1996 posts
Posted on 2/11/26 at 3:35 pm to
quote:

being able to sell enough to make this stock go well into the triple digits.


I honestly don't think triple digits are in play here. It's nice to think they are, but even if most everything fell right over the next 3 to 5 years someone will find a way (Chinese) to go around the current patents, that's the reality of business.

With a couple production facilities like the one talked about near Houston and a number of long-term contracts I could see $50-$70 as a real possibility, but they would need to produce and sell 1,000's on tons of graphene and hope they don't get undercut on price by TEMU graphene.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27561 posts
Posted on 2/11/26 at 3:58 pm to
quote:

3 to 5 years someone will find a way (Chinese) to go around the current patents, that's the reality of business.


I would hope they sanction China for violating the patent laws. Probably won't prevent them from selling internally, but we might prevent products using knockoff graphene from entering the US.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27561 posts
Posted on 2/11/26 at 4:37 pm to
quote:

I can't take anything he says seriously after reading that.


I dont think anything is off the table, but he said that tongue firmly in cheek.

I've said that I dont know where all the big (1000s of tons) customers are going to come from, but I also don't know all of the applications are going to be. There could be stuff we have no idea about.

I live in Florida. Could graphene be used in storm windows and shutters? What about in stucco and Hardy Plank?

Plastic seems like a huge use. Car batteries. What is insurance companies made it mandatory to put graphene in concrete for new construction, driveways and such? What is they start using it in steel for cars and airplanes?

This thing could be everywhere...

It's not going to all happen in 2026, though. 10 bucks a share would be good. 20 would be great...
Posted by masoncj
Atlanta
Member since Jun 2023
711 posts
Posted on 2/11/26 at 4:51 pm to
I agree the applications are limitless

Some of the posts above seem to imply that their will be resistance to change due to expense of graphene and they are correct

That said shampoo used to be produced in glass containers until it wasn’t

Soft drinks came in glass bottles until they didn’t

We couldn’t build skyscraper and suspension bridges until we could

Etc etc

Under estimate American ingenuity at your own financial peril
Posted by dkreller
Laffy
Member since Jan 2009
33867 posts
Posted on 2/11/26 at 5:17 pm to
I like your thought process but how could you forget about the evolution of the wheel?
Posted by Longer Tail Tiger
Member since Dec 2019
327 posts
Posted on 2/11/26 at 5:39 pm to
HydroGraph Clean Power Inc.
@HydroGraphInc

"HydroGraph is hiring as we scale our U.S. operations in Austin."

"We’re currently recruiting for two roles on our Business Development team, supporting the commercialization of ultra-pure graphene across defense, government, and industrial markets." LINK

"Companies often struggle to realize graphene’s promised benefits when they first try it or can’t show a clear value proposition. Here's why." LINK
This post was edited on 2/11/26 at 10:52 pm
Posted by Hangit
The Green Swamp
Member since Aug 2014
46493 posts
Posted on 2/12/26 at 8:40 pm to
quote:

"We’re currently recruiting for two roles on our Business Development team, supporting the commercialization of ultra-pure graphene across defense, government, and industrial markets."


A neighborhood kid here would be perfect to take one of these positions selling to the DoW. He is a Marine Corps pilot right now. last I heard he was flying f-35's but they talked to him about switching to experimental aircraft.

He has two degrees. Mechanical and Aerospace engineering. He is also a very personable kid. I may mention this to his dad.

He already knows Raytheon, Lear, Gen. Dynamics, Boeing, etc. would scoop him up immediately. Last I heard, he was decciding to re-up or not.
Posted by FieldEngineer
Member since Jan 2015
2897 posts
Posted on 2/13/26 at 8:29 am to
Predicting a boring Friday here. I may drop another $1k in this today if there’s a decent drop.
Posted by Longer Tail Tiger
Member since Dec 2019
327 posts
Posted on 2/14/26 at 4:56 pm to
Per Kevin Bambrough:

Why the HydroGraph x Hubron Deal is the "Missing Link" I’ve Been Waiting For”

I have spent decades analyzing the resource and technology sectors, hunting for those rare, asymmetric opportunities where a small, misunderstood company solves a massive, global bottleneck.

For the past fifteen years, the "Graphene Revolution" has been the boy who cried wolf, promising miracles in material science but delivering little more than hype, press releases, and science experiments that never left the lab.

But now, I believe the waiting is over.
HydroGraph Clean Power (CSE: HG) has just announced a partnership that I view as the definitive "industrial unlock" for the entire sector. They have signed an agreement with Hubron International to join their Compounding Partner Program.

To the average retail investor, "Hubron" might just be a name. But to anyone who understands the deep plumbing of the global plastics supply chain, this is the moment HydroGraph graduated from a science lab to the factory floor.

Here is why this deal is the catalyst that could re-rate this stock. LINK
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27561 posts
Posted on 2/15/26 at 10:29 am to
This, from someone who spoke to the CEO:

K Breure

quote:

I spoke with Kjirstin this morning, and while she said that this is an important partnership, it isn't the "missing link" like Kevin suggests. It's a piece of the puzzle, but she says there is more news coming down the pike, so be on the lookout!
Posted by supadave3
Houston, TX
Member since Dec 2005
32109 posts
Posted on 2/15/26 at 10:34 am to
I have some powder ready to buy another chunk of shares. I have the limit order set for $2.20. I’ll probably revise it tomorrow and just buy at tomorrow’s price.

We’re mid-February and everything we’ve seen posted seems positive. They’re hiring and announcing contracts. EPA approval SEEMS highly likely but damn, it needs to happen. It’s going to be very interesting after that.
Posted by FieldEngineer
Member since Jan 2015
2897 posts
Posted on 2/15/26 at 10:42 am to
quote:

I’ll probably revise it tomorrow and just buy at tomorrow’s price.


Just FYI, the market is closed tomorrow.
Posted by supadave3
Houston, TX
Member since Dec 2005
32109 posts
Posted on 2/15/26 at 10:51 am to
quote:

Just FYI, the market is closed tomorrow.


Oh yeah, I forgot. One of those holidays that only banks and government are aware of.

This post was edited on 2/15/26 at 10:52 am
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27561 posts
Posted on 2/15/26 at 11:44 am to
Im starting to question how much the EPA approval will bump up this stock.

Most of us are buying what we can before the price shoots up. Once it goes up, we'll all stand pat.

What HAS NOT happened to this point is that the institutional buyers have not jumped in. Institutional ownership is at .03%. Will the institutional buyers jump in at EPA approval? Or will they wait for it to be listed on the American exchange?

Posted by Dock Holiday
Member since Sep 2015
1996 posts
Posted on 2/16/26 at 8:51 am to
quote:

Im starting to question how much the EPA approval will bump up this stock.


Spit balling it, I believe it will see a <2X bump then a level off. It's what happens after approval that gets interesting.


We have to wait until tomorrow to see what's up, but I liked the 100K purchase near close of market on Friday
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27561 posts
Posted on 2/16/26 at 11:46 am to
quote:


Spit balling it, I believe it will see a <2X bump then a level off. It's what happens after approval that gets interesting.



Never had an interest in a position like this. No institutional buyers, and not listed on the US exchange.

Most of us are trying to get in BEFORE the EPA announcement, and that's what's holding the price up. Once it goes up, will the institutional buyers who are less likely to buy a speculative stock start to show up? Or will they wait until contracts are revealed.

How long will it take before the contracts are signed and announced? There will be a delay between EPA approval and HGRAF signing the EPA guidelines. Theoretically, those contracts could be announced as soon as HGRAF signs. Hopefully all of that doubles the price so that the NASDAQ listing can happen, and then, I expect the stock to get a lot more attention.

It will be interesting, and hopefully things start moving faster. Much faster.
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