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re: Spec Play - HGRAF

Posted on 2/20/26 at 2:40 pm to
Posted by Rendevoustavern
Member since May 2018
1870 posts
Posted on 2/20/26 at 2:40 pm to
Any credence to the notion they get EPA approval and then sell/get acquired? I could see someone like 3M, Dow, or one of the major plastics companies jumping at this opportunity to diversify their own offerings while also making sure graphene doesn't have a substantial impact on their own products. The, if you can't beat em buy em mentality.
Posted by FieldEngineer
Member since Jan 2015
2885 posts
Posted on 2/20/26 at 2:49 pm to
I think they’ll absolutely get acquired.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27530 posts
Posted on 2/20/26 at 3:19 pm to
quote:

Any credence to the notion they get EPA approval and then sell/get acquired? I could see someone like 3M, Dow, or one of the major plastics companies jumping at this opportunity to diversify their own offerings while also making sure graphene doesn't have a substantial impact on their own products. The, if you can't beat em buy em mentality.


Yes. That may be the most likely scenario and also the 2nd best scenario (after going to the moon).

If the product is good, the company is not going to be acquired for $3.50/share, IMO. I would think a company with this kind of potential would be at least in the double digits. Hell, the patents they have alone could be worth billions.
Posted by Rendevoustavern
Member since May 2018
1870 posts
Posted on 2/20/26 at 3:26 pm to
quote:

patents they have alone could be worth billions


I agree with this sentiment which is why I think a $10-15bn valuation is probably a reasonable acquisition point post EPA approval but pre-sales. If the business starts cash flowing there is zero chance they sell and will likely be a stand alone cash cow for a while - unless some heavy bags enter the room - $100bn+ territory (which would be 1000x current ).
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19768 posts
Posted on 2/20/26 at 4:02 pm to
I think this plays out exactly as you suggest other than if this is as revolutionary as we all hope it is, we could see some of the test case companies locking in early for a competitive advantage. That will make things very interesting.

Let’s just get EPA approvals first before we start picking out colors for the Lambo.
Posted by DoomGuy504
Member since May 2024
432 posts
Posted on 2/20/26 at 4:03 pm to
quote:

I have several thousand shares


Then come back on in but stay hopeful! We got this. Thing isn't even listed yet.

Jax - you might need to take a break and check back in during March or you're going to drive yourself insane!
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27530 posts
Posted on 2/20/26 at 4:05 pm to
quote:

If the business starts cash flowing there is zero chance they sell and will likely be a stand alone cash cow for a while - unless some heavy bags enter the room - $100bn+ territory (which would be 1000x current


I think HGRAF executive team probably already knows the answer to this question.They have been working with a lot of clients, and I'm sure they know if there is interest. The DoW, Tesla, and whomever else is probably already trying to get their order in. They will want to be first in line, once they scale up.
Posted by Longer Tail Tiger
Member since Dec 2019
327 posts
Posted on 2/20/26 at 5:32 pm to
Per Kevin Bambrough yesterday...
"I’ve found single applications that are possibly uniquely available to fractal graphene aggregates that could be worth billions.

Still work to be done in labs. But, seriously… many of these applications could prove to be massive vertical that deliver huge profits.

So many amazing applications it’s extremely difficult to decide which ones to focus on more"
LINK
Posted by PeteRose
Hall of Fame
Member since Aug 2014
18103 posts
Posted on 2/20/26 at 6:14 pm to
quote:

Let’s just get EPA approvals first before we start picking out colors for the Lambo.


I’ve actually been in a red one. Nice car but without working AC in July , it kinda lost some of its aura.
Posted by tiggerthetooth
Big Momma's House
Member since Oct 2010
64292 posts
Posted on 2/20/26 at 7:07 pm to
Posted by meeple
Carcassonne
Member since May 2011
11019 posts
Posted on 2/20/26 at 7:18 pm to
Wow that’s a deep organization
Posted by JperiodCperiod
Member since Aug 2022
118 posts
Posted 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.
Posted by Dock Holiday
Member since Sep 2015
1991 posts
Posted on 2/21/26 at 7:52 am to
quote:

Per Kevin Bambrough


I'm happy he's on our side and pumping, but anything he says I take with a gigantic grain of salt... especially knowing he has 18 MM shares... He's the yang to the short's yin.

Figured I'd repost this from Jax... Whole lot of reality in this.

quote:

I have a feeling that this one will test our patience before it's all over.

Never count your money until the dealin's done...

I think we've all been riding this out to see if HGRAF is a legit company. If they get EPA financing, open a new headquarters building, and build a production facility, then they are a legit company.

The next question is, "where are the customers?". That's where it will get dicy, IMO. The institutional investors will get in there and start fricking with the price, just like they did with NBIS. They will drive the price down and try to drive you out. I hope all that fluctuation is between $20 and $40, not $1 and $5, though, while we're waiting for the next breakout customer..

If we want this to play out this year, we're going to have to hope the market rewards potential, because HGRAF is not going to be able to make enough graphene in 2026 to have a multi-billion dollar revenue stream. They may not have enough capacity in 2027 to do that.

If HGRAF gets a contract in the next year with a couple of big players, then the price is going to comfortably be in double digits and our profits will be somewhat secure and we can wait for it to play out.

If the big guys, like the DoW and Tesla don't sign up right away, the doubts will set in, and we'll be wondering if we did the right thing. Especially as the big institutional buyers start playing their short games and shite...
Posted by Hangit
The Green Swamp
Member since Aug 2014
46434 posts
Posted on 2/21/26 at 10:24 am to
quote:

Any credence to the notion they get EPA approval and then sell/get acquired?


quote:

I think they’ll absolutely get acquired.


quote:

HydroGraph Clean Power Inc. (CSE: HG) is scheduled to hold its Annual General Meeting (AGM) on March 20, 2025, at 2:00 p.m. (Toronto time) at 1133 Melville Street, Suite 2700, Vancouver, BC, with teleconference options available.


In Sept., they said they were drafting a shareholder's bill of rights, basically inserting a poison pill in the way of a "creeping" or unwanted, takeover. In order to be adopted, it must be ratified by shareholders at the next AGM. I will vote for it if Swedebabe says to.
Posted by Longer Tail Tiger
Member since Dec 2019
327 posts
Posted on 2/21/26 at 7:11 pm to
No problem with your post.

As obvious as it is or should be, the information I posted is "Per Kevin Bambrough" as I clearly stated and you clearly noted.

However, although it should be unnecessary for me to state, I in no way vouch for Kevin Bambrough's posted information on X or anywhere else.
Posted by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
3529 posts
Posted on 2/22/26 at 8:00 am to
quote:

I in no way vouch for Kevin Bambrough's posted information on X or anywhere else.


Too late, buddy. I already bet the farm, now you're on the hook

We've all seen what can happen when an opportunity with 'fantastic potential' presents itself. Its hard not to think this could be another grass-roots effort to pump a stock price and Bambrough's barking doesn't help. But I first got in at like 83 cents so anything above $6 would be the best gravy ever.
Posted by Swazla
Member since Jul 2016
1890 posts
Posted on 2/22/26 at 8:18 am to
quote:

quote: HydroGraph Clean Power Inc. (CSE: HG) is scheduled to hold its Annual General Meeting (AGM) on March 20, 2025, at 2:00 p.m. (Toronto time) at 1133 Melville Street, Suite 2700, Vancouver, BC, with teleconference options available.


Can you supply a link or source for this information because it says 2025.
Posted by Hangit
The Green Swamp
Member since Aug 2014
46434 posts
Posted on 2/22/26 at 10:00 am to
[
quote:

Can you supply a link or source for this information because it says 2025.


03-02 Earnings report

03-24 annual general meeting.

HGRAF schedule below chart
This post was edited on 2/22/26 at 11:50 am
Posted by Swamp puppy
Member since Sep 2025
63 posts
Posted on 2/22/26 at 10:54 am to
Good find.

I think you have a typo though. I think the general meeting is 3-24.

quote:

03-02 Earnings report

03-26 annual general meeting.



All these 24's, 25's and these new 26's are blurring our vision. I'm reluctant to even type this.
Posted by Hangit
The Green Swamp
Member since Aug 2014
46434 posts
Posted on 2/22/26 at 11:50 am to
Edited, and still patiently waiting. This thing is going to be a pig.
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