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re: Spec Play - HGRAF

Posted on 3/4/26 at 2:36 pm to
Posted by Cajun75
Member since Mar 2022
882 posts
Posted on 3/4/26 at 2:36 pm to
Looks like the shorts are starting to hammer away.....
Posted by DoomGuy504
Member since May 2024
425 posts
Posted on 3/4/26 at 2:41 pm to
quote:

Anyone heard anything further regarding time line for listing on Nasdaq?



They mentioned May.

Like SLI, that's when things really popped off when they were officially listed. Made a solid amount and bounced out because everyone kept mentioning that 5 years from now things will "happen." It went down and now I'm back in.

I'm wondering if something similar will happen with this.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27520 posts
Posted on 3/4/26 at 2:46 pm to
quote:

Looks like the shorts are starting to hammer away.....


Hey, we still got 10 minutes. Time to mount a comeback...
Posted by NaturalBeam
Member since Sep 2007
14947 posts
Posted on 3/4/26 at 2:53 pm to
quote:

Like SLI, that's when things really popped off when they were officially listed. Made a solid amount and bounced out because everyone kept mentioning that 5 years from now things will "happen." It went down and now I'm back in.

I'm wondering if something similar will happen with this.
I didn't follow SLI back then, but didn't that also have a lot to do with the huge spike (and quick downturn) in lithium prices? As well as the global supply?

This is a completely new industry and HGRAF will set its own price. Whether there will be demand and execution are the concerns.

Not saying HGRAF can't fail or anything, but using SLI as a comparison seems about as useful as comparing it to tea prices in China.
Posted by Cajun75
Member since Mar 2022
882 posts
Posted on 3/4/26 at 3:03 pm to
Unfortunately didn't happen......down 10%+ from its high today....
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27520 posts
Posted on 3/4/26 at 3:10 pm to
quote:

Unfortunately didn't happen......down 10%+ from its high today....


I'm not worried, unless there is some news that Im not aware of. I think we'll see a lot of this kind of movement on a stock that is pre-revenue.
Posted by Cajun75
Member since Mar 2022
882 posts
Posted on 3/4/26 at 3:28 pm to
quote:

I'm not worried, unless there is some news that Im not aware of. I think we'll see a lot of this kind of movement on a stock that is pre-revenue.


I agree....it's probably a healthy thing to have some down days.
Posted by DoomGuy504
Member since May 2024
425 posts
Posted on 3/4/26 at 4:14 pm to
quote:

Not saying HGRAF can't fail or anything, but using SLI as a comparison seems about as useful as comparing it to tea prices in China.



I think I meant some people in the SLI thread were on the train before listing. It went from $2-$3 to $10-$11 super fast it seemed like but went down back to $3ish. Tons of factors but for me it was the fact that we weren't going to see big progress in 2-3 years.

I am only trying to compare...albeit poorly...how HGRAF might explode once listed but then possibly trickle back down to the $4 when some see the product might not be produced for another 2-3 years.

I could be way off but I'm just throwing it out there as another view of thinking. I tend to be conservative and would have to think strongly after this thing lists.
Posted by Dock Holiday
Member since Sep 2015
1987 posts
Posted on 3/4/26 at 4:45 pm to
quote:

could be way off but I'm just throwing it out there as another view of thinking. I tend to be conservative


Healthy thought process, but to ease your concers I truely believe SLI and HGRAF are proverbial apples and oranges. Here is why.

SLI had number of headwinds out of thier control, covid, offtake royalties, unmotivated partners (Lanxess) , and China dominance of lithium, let alone novel process of brine. I still have my doubts on thier management team and thier methods. They are playing in a pool dominated by companies with deep.pockets.

I was in SLI for a while, rode many waves, but got out after the 10,000th usless conference they attended as PR.

HGRAF has headwinds too, no denying it, but many are in thier own control.

I'm not looking to ride this to $1,000/share, that talk is simply silly, but half a $100 is possible in the next 36 months.
Posted by NaturalBeam
Member since Sep 2007
14947 posts
Posted on 3/4/26 at 5:24 pm to
quote:

I am only trying to compare...albeit poorly...how HGRAF might explode once listed but then possibly trickle back down to the $4 when some see the product might not be produced for another 2-3 years.


All good - and I certainly don’t want to sound like this is infallible and not be able to analyze it objectively. There are definitely a lot of concerns, otherwise we’d already be trading a lot higher.

But I think it’s hard to compare HG to other stocks that have seemingly soared pre-earnings, only to bottom out. Take SLI - there were a lot of outside factors that contributed. But HG is in such a unique position as the presumed leader of a completely “new” industry. So there just aren’t a lot of good comparisons right now.

And the good news for HG is that there just aren’t a ton of those outside factors beyond our control, as Dock said. But you’re definitely right be be reasonably skeptical.

The simplest reason I have that brings me back down to earth is that I know I’m not the smartest person in the room. So if this were a sure $100 stock, then it would be trading at $100

Posted by Hangit
The Green Swamp
Member since Aug 2014
46418 posts
Posted on 3/4/26 at 6:05 pm to
quote:

I'm not looking to ride this to $1,000/share, that talk is simply silly, but half a $100 is possible in the next 36 months.


Well of course not. It is not going to $1000 for 45'ish months.

I will not lie. If it is at 600 in 40, I'm gone.
Posted by Guntoter1
Baton Rouge
Member since Nov 2020
1648 posts
Posted on 3/4/26 at 7:05 pm to
So,, I just listened to Adam Taggart's interview of Kjirsten B. the CEO of HGRAF.
Nothing new except May as the Nasdaq listing.
The interviewer was not knowledgeable enough to ask any good or new questions and Kjirsten gave no info about any timelines on when we might see actual commercial sales of the product or when the acetylene contract will be signed or when construction will begin or etc,, etc,,, nothing.
I think the interview is the reason the stock pulled back today.
I was personally very disappointed in the lack of any new information.
The good news is... IMO we will see a significant pullback in the next few weeks for those who want to get in at a better price.
This thing will be a wild wild ride IMO.
I know im being negative but i want to be honest to the peeps that follow this thread.
This thing still appears to years away from any real revenue.
That doesnt mean the stock price wont hit $10 next week.
Posted by masoncj
Atlanta
Member since Jun 2023
696 posts
Posted on 3/4/26 at 7:38 pm to
That was a great interview! Thanks for sharing
Posted by masoncj
Atlanta
Member since Jun 2023
696 posts
Posted on 3/4/26 at 7:39 pm to
Disagree…the affirmation that HGRAF will be uplisted to NASDAQ was huge announcement/update by itself
Posted by meeple
Carcassonne
Member since May 2011
11016 posts
Posted on 3/4/26 at 7:45 pm to
quote:

Well of course not. It is not going to $1000 for 45'ish months

Finally some sunshine I was beginning to get depressed with all of this negativity
Posted by Guntoter1
Baton Rouge
Member since Nov 2020
1648 posts
Posted on 3/4/26 at 7:55 pm to
(Disagree…the affirmation that HGRAF will be uplisted to NASDAQ was huge announcement/update by itself)

Then why did we see a sell off?
Posted by Rendevoustavern
Member since May 2018
1862 posts
Posted on 3/4/26 at 8:05 pm to
Tiger rant baseball followers have entered the chat.
Posted by NaturalBeam
Member since Sep 2007
14947 posts
Posted on 3/4/26 at 8:13 pm to
quote:

I think the interview is the reason the stock pulled back today. I was personally very disappointed in the lack of any new information.
I disagree. When Adam teased the interview last week, it was specifically for the purpose of explaining what graphene is and how it works, NOT an interview about HG or a pitch for the company.

So if you knew that going in, I thought it was a great interview that introduced a new material to a large group of people. But one that also allowed HG to stake its claim as the industry leader.
Posted by tiggerthetooth
Big Momma's House
Member since Oct 2010
64292 posts
Posted on 3/4/26 at 8:14 pm to
quote:

This thing still appears to years away from any real revenue.

Why is it years when they can build the machines in months?
This post was edited on 3/4/26 at 8:15 pm
Posted by Hangit
The Green Swamp
Member since Aug 2014
46418 posts
Posted on 3/4/26 at 8:21 pm to
quote:

Then why did we see a sell off?


Shorts have been after this one for a while. the IP, occasional news and foresight has held them off. Today had some profit taking, fomo, and was just a perfect storm. I think a lot of triggers got pulled today, automatically and people sold that do not want out. I expect higher volume and busting into the 6+ range by 9:50, EST.

GLTA
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