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Message
re: Spec Play - HGRAF
Posted on 3/5/26 at 10:17 am to tiggerthetooth
Posted on 3/5/26 at 10:17 am to tiggerthetooth
{My main question to you - why do you keep suggesting this is "years" away from any revenue?}
Read my post again.
I said defanse contracts are at least two years away based on the interview.
Last year she said the near term contracts will be on the low end of the profit margins 250K per ton.
Defense sales will be 1000K per ton.
Have any of yall researched this??
I have watched every press release they have ever done.
This last interview should have been the most positive of them all but it was the most tight lipped non informative interview i have seen.
That might just mean she is keeping her powder dry.
Or it might mean something else. I dont know.
I just know that I hate the way she handled that interview and it is making me nervous.
Read my post again.
I said defanse contracts are at least two years away based on the interview.
Last year she said the near term contracts will be on the low end of the profit margins 250K per ton.
Defense sales will be 1000K per ton.
Have any of yall researched this??
I have watched every press release they have ever done.
This last interview should have been the most positive of them all but it was the most tight lipped non informative interview i have seen.
That might just mean she is keeping her powder dry.
Or it might mean something else. I dont know.
I just know that I hate the way she handled that interview and it is making me nervous.
1
Posted on 3/5/26 at 10:23 am to Guntoter1
quote:
defense contracts are years away.
The big ones, for sure, because they are 2 years from having the capacity to produce thousands of tons needed for fortifying the amount of our military.
But, it would be great to get some small ones, in the mean time, or to have the DoW just announce that they are looking investing in graphene, just like they have with rare earth minerals.
There is a snowball's chance in hell that Hegseth would show up in person, but any talk by military folks about using graphene going forward would boost the stock.
Posted on 3/5/26 at 10:33 am to Guntoter1
quote:
I just know that I hate the way she handled that interview and it is making me nervous.
That interview was done during the quiet period while the $30M offering was still open.
Adam Taggart specifically said the interview was going to be centered on graphene and its uses, not Hydrograph's plans for the future.
I think these next few weeks are going to be important regarding announcements. I agree that the real revenue, should it materialize is a couple of years away, as they only plan to have 35 Hyperions by year end - 350 tons of capacity. Maybe, by the end of 2027, they will have enough capacity to produce 2000 tons.
That doesn't mean that the stock cant hit triple digits in 2027. If they have long term contracts to sell 1000s every year, this could blow up. If there is no demand, we'll probably know, and do what we need to do.
Posted on 3/5/26 at 10:37 am to Jax-Tiger
Look guys I believe this product will be everything they claim.
I do.
But Kjirsten has said numerous times that she is going to "rush to revenue"
and that means Low tech low price customers. Not Defense contracts.
How many times does she have to say that defense contracts are years away for yall to believe her?
She wants to concentrate on proving the company can generate income soon in order to return value to the shareholders.
I want to see progress toward her stated goals.
I am impatient and i want her to pump this because she should be able to pump this and then deliver.
I do.
But Kjirsten has said numerous times that she is going to "rush to revenue"
and that means Low tech low price customers. Not Defense contracts.
How many times does she have to say that defense contracts are years away for yall to believe her?
She wants to concentrate on proving the company can generate income soon in order to return value to the shareholders.
I want to see progress toward her stated goals.
I am impatient and i want her to pump this because she should be able to pump this and then deliver.
Posted on 3/5/26 at 11:11 am to Jax-Tiger
quote:
That interview was done during the quiet period while the $30M offering was still open.
That interview was as simple as - This is Who We Are, This is What We Do, Here are the Markets we hope to serve, and here's why we're unique compared to other enterprises.
I dont understand why anyone would want her to speak as if shes signaling to already established investors. Shes still trying to get the Hydrograph name out there and she even stated their previous failures were with respect to the social aspect.
Shes not going to talk details, shes branding.
Id imagine her role as CEO is 98% face to face marketing and her background is good enough to nail down the science in conversations and her credentials are a backup.
Posted on 3/5/26 at 11:12 am to Guntoter1
I don't believe we're disagreeing on where the revenue is coming from. I am just saying that they may announce that the government is "investing" in graphene, or plans to buy 5000 tons of graphene, which obviously fits your timeline of a couple years down the road. We know they are already testing with government agencies - DoE and DoW.
HGRAF is NOT capable of filling contracts for 1000's of tons now, or next year. That doesn't mean that they can't announce intentions of using graphene in new projects over the next 5 years. An announcement like that would be a huge boon to the stock price.
If we are going to price this stock based on current sales, then it is probably way overpriced, since we'll only produce less then 200 tons his year. The stock is going to rise on future sales, which we'll see through LOIs, POs, and Hyperions being built.
I would like to see Tesla, the DoW, and DoE all lining up to buy 1000s of tons in 2028 by getting there spot in line early for product that won't be available for another 2 years. That's all I'm saying.
HGRAF is NOT capable of filling contracts for 1000's of tons now, or next year. That doesn't mean that they can't announce intentions of using graphene in new projects over the next 5 years. An announcement like that would be a huge boon to the stock price.
If we are going to price this stock based on current sales, then it is probably way overpriced, since we'll only produce less then 200 tons his year. The stock is going to rise on future sales, which we'll see through LOIs, POs, and Hyperions being built.
I would like to see Tesla, the DoW, and DoE all lining up to buy 1000s of tons in 2028 by getting there spot in line early for product that won't be available for another 2 years. That's all I'm saying.
Posted on 3/5/26 at 11:14 am to tiggerthetooth
quote:
Shes not going to talk details, shes branding.
Adam Taggert has said something to the effect that he wants her back to discuss details in a second interview. I think people who listened to this interview will want more.
Posted on 3/5/26 at 12:56 pm to To2
quote:
another investor board
Care to share?
Posted on 3/5/26 at 1:16 pm to Rendevoustavern
I am down a lot in the last 2 days, on paper. I don't care. It was never my plan to sell this week, or year. We are going to have down days. Sometimes the shorts win. Sometimes the warrants close and people are taking that profit. Sometimes the market is down 1100 points.
Hell, it may take us until Wednesday to get back up to last Wednesday's level. Enjoy the ride. This thing is still heading toward pigdom.
Hell, it may take us until Wednesday to get back up to last Wednesday's level. Enjoy the ride. This thing is still heading toward pigdom.
Posted on 3/5/26 at 1:21 pm to Rendevoustavern
Posted on 3/5/26 at 1:35 pm to To2
Kerry Landis discussing contracts around 4:20 mark. First 4 minutes is discussing graphene.
Posted on 3/5/26 at 1:50 pm to To2
Was that before or after EPA approval?
Posted on 3/5/26 at 1:54 pm to Neauxla
After. It is from a metals forum conference from 2/28/26
Posted on 3/5/26 at 2:34 pm to To2
In the video, Kerry Landis said announcement of acetylene contract for manufacturing is probably next. He also seems excited about announcing POs when it’s time to do so.
Posted on 3/5/26 at 3:03 pm to PeteRose
I would guess with Equistar.
Posted on 3/5/26 at 3:11 pm to Jax-Tiger
quote:
HGRAF is NOT capable of filling contracts for 1000's of tons now, or next year.
With offtake agreement(s) in-hand, why couldn't that make a thousand tons in 2027 and end the year with capacity of 2ktpa? At $500K per copy, I can't imagine the Hyperion chamber involves some extraordinary fabrication/construction or exotic materials. Capital not an issue, why couldn't they have 1500 units operating sometime in 2027?
Also, can the Hyperion be scaled up or is there something magical about the 10 tpa unit?
Posted on 3/5/26 at 3:13 pm to PeteRose
quote:
In the video, Kerry Landis said announcement of acetylene contract
Western International Gas
Posted on 3/5/26 at 5:59 pm to David_DJS
quote:
Capital not an issue, why couldn't they have 1500 units operating sometime in 2027?
It's possible, but I just dont think its likely. They dont have room for that many units, for one, so they would need to get additional buildings and additional gas lines run.
They have spoken about being able to build 10 units at the same time and it takes two or three months to build them. At a rate of 10 every 2 months, they could build 60 in a year. Obviously, they would have to figure out how to increase that build rate.
Posted on 3/5/26 at 6:17 pm to igoringa
What are the dimensions of the sheets?
Posted on 3/5/26 at 6:18 pm to Jax-Tiger
They need to find industrial building near acetylene supplier. I bet they got a couple locations off Hwy30 in Ascension.
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