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Posted on 3/10/26 at 2:58 pm to Jax-Tiger
quote:
a $30 buyout this summer would be about a 6.
It would suck. I 1st bought in Sept. Those capital gains would be like a kick to the cajónes. It gets better after holding 1 year.
DJT keeps talking about ending the IRS. I would have a perma boner.
Posted on 3/10/26 at 3:11 pm to Hangit
What if someone, saaaayyyy, Elon Musk just gets a consortium together and purchases a majority of the stock, but keeps Hydrograph as an independent company. The current management gets buyout, and Elon puts his own people in charge?
Posted on 3/10/26 at 3:15 pm to Jax-Tiger
quote:
Elon Musk just gets a consortium together and purchases a majority of the stock, but keeps Hydrograph as an independent company.
If it does not create a taxable event, I am cool with it. I would vote whichever way current management asked. They have brought this pretty far and seem to have a good path mapped out.
Posted on 3/10/26 at 3:22 pm to Jax-Tiger
quote:
What if someone, saaaayyyy, Elon Musk just gets a consortium together and purchases a majority of the stock, but keeps Hydrograph as an independent company. The current management gets buyout, and Elon puts his own people in charge?
Posted on 3/10/26 at 5:09 pm to PetroAg
Casey free ride
Posted on 3/10/26 at 5:19 pm to RollTide4Ever
What’s the next play?
ETA: I have the next 2 if yall are interested
ETA: I have the next 2 if yall are interested
This post was edited on 3/10/26 at 5:20 pm
Posted on 3/10/26 at 5:23 pm to el Gaucho
quote:
What’s the next play?
ETA: I have the next 2 if yall are interested
Is it betting on oil futures on Kalshi?
Posted on 3/10/26 at 5:25 pm to HogPharmer
No it’s 2 more Canadian f stocks
Posted on 3/10/26 at 5:26 pm to Jax-Tiger
quote:
When I think about it ,on a scale of 1 to 10, with 1 being worst case and 10 being best case, a $30 buyout this summer would be about a 6.
Their process is so simple and scaleable (if it works as expected) I would hold on a buy out until I reached growth constraints to new the demand. If all you have to do is expand the chambers to meet a higher demand in 27, 28, etc. then why wouldn’t you ride that train until it became too complicated to manage? Then you’re selling at a multiple of $30.
The other situation would be if somebody found a way to duplicate their process and work around patents. Then the clock is ticking on you current technology, patents and clients.
Posted on 3/10/26 at 5:49 pm to SquatchDawg
quote:
Their process is so simple and scaleable (if it works as expected) I would hold on a buy out until I reached growth constraints to new the demand. If all you have to do is expand the chambers to meet a higher demand in 27, 28, etc. then why wouldn’t you ride that train until it became too complicated to manage?
You answered your own question -
quote:
The other situation would be if somebody found a way to duplicate their process and work around patents. Then the clock is ticking on you current technology, patents and clients.
They may have a great IP plan that I don't think has been articulated (often for good reason), but absent that there is a time constraint on finding max value as HGRAF.
From a comment the Hyperion inventor made in an interview (link posted a couple of days ago), I got the impression his forward focus was on applications and not creating more road blocks to manufacturing. Maybe they're holding a lot back as trade secrets?
Posted on 3/10/26 at 5:52 pm to David_DJS
The Kansas state guy showed us how he did it.
I am certain there are geniuses worldwide that have a brain for creating:
1. A workaround the patent
2. Entirely different creation method.
But this is the leader right now.
I am certain there are geniuses worldwide that have a brain for creating:
1. A workaround the patent
2. Entirely different creation method.
But this is the leader right now.
Posted on 3/10/26 at 6:04 pm to David_DJS
From ChatGPT it looks like they’re working on an umbrella of patents that protect IP even after the Hyperion chamber patent expires.
quote:
While people often reference one key patent (expiring ~2033), HydroGraph actually has multiple patents and pending filings covering:
• The detonation synthesis method
• Fractal graphene structures
• Applications (composites, energy storage, actuators, etc.)
Each new patent can extend protection on specific uses, even after the core production patent expires.
Posted on 3/10/26 at 6:09 pm to dstone12
quote:
The Kansas state guy showed us how he did it.
Not sure what you're saying here.
Side note - Sorensen lends confidence/credibility to the effort. He's also pretty funny for a physicist.
quote:
I am certain there are geniuses worldwide that have a brain for creating:
1. A workaround the patent
2. Entirely different creation method.
A prospective competitor/suitor (with means) wouldn't have to come up with a complete workaround. Just something that gives them "plausible deniability" in terms of infringement and a path into a court could do the trick.
Posted on 3/10/26 at 8:08 pm to David_DJS
quote:
Just something that gives them "plausible deniability" in terms of infringement and a path into a court could do the trick.
By the time your scenario plays out the share price, I suspect, would be high enough to make everyone currently reading this pretty dang happy.
Posted on 3/10/26 at 8:10 pm to PetroAg
quote:
Not to be a Debby downer but when are yall considering selling?
I haven’t thought that far ahead. It feels like I was excited about $4s just a few weeks ago.
Posted on 3/10/26 at 8:16 pm to FieldEngineer
Don’t be scared to take profits!
Posted on 3/10/26 at 8:17 pm to Dock Holiday
A big tech company with very deep pockets can get close to infringement on the patents and just wear HG out money wise over time. I've seen or heard about it happen both before,
That's why I think they need a friendly big brother that no one wants ot fight with...Like Tesla.
But I think another big risk is the lack of genuine hard nosed in-house manufacturing people who know how to do quality control and volume production to lower the cost of the Hyperion units and ensure high quality.
QA of their systems is critical to their success. What happens if the graphene changes in purity or form. In one units, or multiple units. How to you diagnose it? In automotive engines with well proves and battle tested electronics and mechanical components working together there is proven diagnosis methods and available replacement components on hand. I've seen no evidence that this exists Yet that expertise is in the automotive industry everywhere internal combustion engines are used and break like everything eventually does.
Hydrograph needs their own specialty in house design, component manufacturing, testing/quality control and then inventory control. It has to be internal to ensure IT control.
Total head count could be 10-15 top shelf people.
That's why I think they need a friendly big brother that no one wants ot fight with...Like Tesla.
But I think another big risk is the lack of genuine hard nosed in-house manufacturing people who know how to do quality control and volume production to lower the cost of the Hyperion units and ensure high quality.
QA of their systems is critical to their success. What happens if the graphene changes in purity or form. In one units, or multiple units. How to you diagnose it? In automotive engines with well proves and battle tested electronics and mechanical components working together there is proven diagnosis methods and available replacement components on hand. I've seen no evidence that this exists Yet that expertise is in the automotive industry everywhere internal combustion engines are used and break like everything eventually does.
Hydrograph needs their own specialty in house design, component manufacturing, testing/quality control and then inventory control. It has to be internal to ensure IT control.
Total head count could be 10-15 top shelf people.
This post was edited on 3/10/26 at 8:56 pm
Posted on 3/10/26 at 8:26 pm to StonewallJack
quote:Current thinking is to hold on until long term capital gains come into play. So for me at least August. When it gets listed on NASDQ and if the price really takes off, I will consider laddering some stop loses.
but when are yall considering selling?
Posted on 3/10/26 at 8:56 pm to PetroAg
Diamond hands
And, I like the stock. I think this company actually has promise with its product. This could turn out to be a revolutionary component for a variety of industries. I’d be happy to say I invested in that process and profited a few lambos from it.
And, I like the stock. I think this company actually has promise with its product. This could turn out to be a revolutionary component for a variety of industries. I’d be happy to say I invested in that process and profited a few lambos from it.
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