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Message
re: Spec Play - HGRAF
Posted on 3/13/26 at 9:49 am to DD_Rolltide
Posted on 3/13/26 at 9:49 am to DD_Rolltide
Volume no joke today for a Friday.
I think you have the shorts re-asserting themselves. I have some shares shown as loaned so they are still active.
This volume ampifies moves pretty quickly.
But in addition to that I think Jax has hit it on the head. The announcements.
When I entered this I was adament to myself if the action did not happen in october - i would walk or atleast minize investment as that was the word of management and until sales that is so much of what we have.
Well obviously did not happen and we all pointed to EPA - hopefully rightfully so. I and many I think assume that if it was the EPA, the announcements would cascade once that rectified. It has been rectified. So really I think we need to see some validation if we are going to keep a market cap in the billions.
I have picked up a few K back as we wait
I think you have the shorts re-asserting themselves. I have some shares shown as loaned so they are still active.
This volume ampifies moves pretty quickly.
But in addition to that I think Jax has hit it on the head. The announcements.
When I entered this I was adament to myself if the action did not happen in october - i would walk or atleast minize investment as that was the word of management and until sales that is so much of what we have.
Well obviously did not happen and we all pointed to EPA - hopefully rightfully so. I and many I think assume that if it was the EPA, the announcements would cascade once that rectified. It has been rectified. So really I think we need to see some validation if we are going to keep a market cap in the billions.
I have picked up a few K back as we wait
2
Posted on 3/13/26 at 10:00 am to igoringa
quote:
Volume no joke today for a Friday.
4 million
Posted on 3/13/26 at 10:06 am to igoringa
My thoughts the last few weeks has been on strategy HG could or should use for PR release.
The goal for them is not short-term gains, or we hope it's not, but on long term validity of the company.
Staying at a comfortable level above NASDAQ minimum should be a focus right now, filing for uplisting only to be denied is a serious blow to the credibility of an unseasoned mgmt team. It's best to monitor these short attacks as they happen and don't go on the offensive too early with PR attempts. In the long term, if it survives to mid next week and is still in the low $5's or above without news then it's a HUGE win for us and the mgmt team.
Come out on the back side of this organically and then release some decent PR, to me that's the best case scenario.... assuming it does not get below $4.50 before Tuesday....
The goal for them is not short-term gains, or we hope it's not, but on long term validity of the company.
Staying at a comfortable level above NASDAQ minimum should be a focus right now, filing for uplisting only to be denied is a serious blow to the credibility of an unseasoned mgmt team. It's best to monitor these short attacks as they happen and don't go on the offensive too early with PR attempts. In the long term, if it survives to mid next week and is still in the low $5's or above without news then it's a HUGE win for us and the mgmt team.
Come out on the back side of this organically and then release some decent PR, to me that's the best case scenario.... assuming it does not get below $4.50 before Tuesday....
Posted on 3/13/26 at 10:25 am to Dock Holiday
Don't the shorts and naked shorts have to cover before up listing to the Nasdaq? Will be interesting to see where the stock price is in a month.
Posted on 3/13/26 at 10:34 am to Dock Holiday
quote:
My thoughts the last few weeks has been on strategy HG could or should use for PR release.
One piece I am waiting for is better acknowledgement of the fact they have begun the uplist process/application or the like. There are other concrete steps that are needed beyond the application and $4 requirement.
For example, they need to be re-audited or the existing auditor needs to reissue their opinions under PCAOB auditing standards (not Cdn auditing standards as currently done). This will need to go into a full registration statement which might not be an easy lift.
Hopefully this is moving in the backdrop
Posted on 3/13/26 at 10:56 am to Dock Holiday
quote:
The goal for them is not short-term gains, or we hope it's not, but on long term validity of the company. Staying at a comfortable level above NASDAQ minimum should be a focus right now
You're right, of course, but for those in long term, they need to show the next step. I won't stay at my current share count if it looks like there are no viable customers out there and that it is going to take 5 years for those customers to develop reasons to buy HGRAF pure graphene.
The sooner they reassure their share holders that customers are ready to buy, the better I'll feel.
One metric for me is that they set a goal of 35 Hyperions by the end of 2026. I always thought of that as a worst case scenario. I would hope demand would drive that number much higher.
Posted on 3/13/26 at 11:16 am to Jax-Tiger
quote:
One metric for me is that they set a goal of 35 Hyperions by the end of 2026. I always thought of that as a worst case scenario. I would hope demand would drive that number much higher.
Compare that number to what they have now, though.
I don’t know how many Hgraf has.
If it is currently 5 of them, then that’s a 700% increase. That’s serious about growth.
If it’s currently 30 then we have a problem.
This post was edited on 3/13/26 at 11:18 am
Posted on 3/13/26 at 11:24 am to Jax-Tiger
Right. Obviously EPA approval was great, but I'm truthfully getting nervous that we haven't heard anything since. Even the Austin HQ seems behind schedule. The pictures your daughter took were about 1.5 weeks after KB said they would be open in 2 weeks.
Maybe they are sitting on news so they have some bullets to fire if we drop into the $4s, I don't know. But other than announcing 2 more hyperions (which gives us a total of 3? Well short of 35 by YE), what's the plan?
No one doubts this team's ability to produce a revolutionary product. It's this period that we're in right now that gives me the most concern.
Maybe they are sitting on news so they have some bullets to fire if we drop into the $4s, I don't know. But other than announcing 2 more hyperions (which gives us a total of 3? Well short of 35 by YE), what's the plan?
No one doubts this team's ability to produce a revolutionary product. It's this period that we're in right now that gives me the most concern.
Posted on 3/13/26 at 12:31 pm to dstone12
quote:
I don’t know how many Hgraf has.
If it is currently 5 of them, then that’s a 700% increase. That’s serious about growth.
If it’s currently 30 then we have a problem.
This is about scalability. I think they have 1, right now, with 2 under construction. They were waiting for EPA approval to start building them, because it was useless to have them when they didn't need them.
If they think getting to 35 is difficult, then how are they going to get to 1000, which is how many they need to produce 10,000 tons. If you believe Kevin Bambrough, there are at least a couple of customers who are waiting to order 1000's of tons. If thats the case, they should at least talk about how they plan to build 500-1000 hyperions. Right now, they have 1 and 2 more on the way. They have to do better. I'm not saying that they have to make announcements this week, but they need to do it soon.
I think we need orders for at least 1,000 tons before the end of the year, with big customers on deck. This stock is going to skyrocket if they have a backlog of 5,000 tons, heading into 2027. If they head into 2027 with 300 tons on order and the possibility of maybe a DoW deal in 2028, then this stock is going to tank.
Look, if their graphene is as good as they say it is, they should have customers fighting each other to get in line. If demand is outpacing supply, their should be a bidding war for this stuff.
Posted on 3/13/26 at 1:04 pm to Jax-Tiger
I wrote about this lack of manufacturing capabilities previously. And this capability was not going to be developed while trying to move to Texas. I read the back ground of all their key players and the only one who had any relevant business development experience was Tom Eldridge but even he had no experience in manufacturing
Why am I bringing this up? Because if you are going to need 100s or 1000s of Hyperion units and maintain IT security you have to make them in house which will require an in house, secure manufacturing department. Im my thinking it would have to be next to the plant in Houston because you couldn't do it in Austin and you would have to be effective and efficient you have to b literally next door. The work load would be design, build, assemble test quality control, diagnosis, inventory (of new for growth and replacement for failed components which will happen in a stressed explosive environment.
They have none of the capabilities to make Hyperion units at scale so no graphene at scale. This was obvious to me a week ago or so to me. That's why I sold and took my profit.
I hope they succeed wildly and I hope everyone here shares in that success. Good luck.
Why am I bringing this up? Because if you are going to need 100s or 1000s of Hyperion units and maintain IT security you have to make them in house which will require an in house, secure manufacturing department. Im my thinking it would have to be next to the plant in Houston because you couldn't do it in Austin and you would have to be effective and efficient you have to b literally next door. The work load would be design, build, assemble test quality control, diagnosis, inventory (of new for growth and replacement for failed components which will happen in a stressed explosive environment.
They have none of the capabilities to make Hyperion units at scale so no graphene at scale. This was obvious to me a week ago or so to me. That's why I sold and took my profit.
I hope they succeed wildly and I hope everyone here shares in that success. Good luck.
Posted on 3/13/26 at 1:24 pm to Swazla
quote:
Why am I bringing this up? Because if you are going to need 100s or 1000s of Hyperion units and maintain IT security you have to make them in house which will require an in house, secure manufacturing department. Im my thinking it would have to be next to the plant in Houston because you couldn't do it in Austin and you would have to be effective and efficient you have to b literally next door. The work load would be design, build, assemble test quality control, diagnosis, inventory (of new for growth and replacement for failed components which will happen in a stressed explosive environment.
We are going to have to agree to disagree here. Exxon doesn't make drilling rigs, CF industries doesn't make reformer units, BASF doesn't make distillation columns, Cheniere Energy doesn't make liquification columns, etc etc... and none of the above equipment is manufactured next to the production facilities along with 1000's of other pieces of equipment to make their eventual product.
They all have contracts with suppliers that house designers, engineers, and quality control professionals and these contracts include iron clad intellectual property agreements. I know because I've been in the middle of it and could have been fired for simply snapping a picture of the things I was reviewing.
Taking profit was the right thing for you to do, I won't disagree, but I also think me continuing to hold 100K plus shares is also the right thing to do, we have different beliefs about this and can both be right based on our objectives.
Posted on 3/13/26 at 1:28 pm to Dock Holiday
Nice bounce back - last 90 minutes should be interesting
Posted on 3/13/26 at 1:34 pm to Swazla
quote:
That's why I sold and took my profit.
Oh, I can't blame you, but they still have a couple of arrows in their quivers that can make this thing go up. Gas contract, small sales contracts, the announcement about the US GEIC with the Army, and the NASDAQ listing.
They can still bump this thing up, but obviously, they can only go so far without customer orders for 1000s of tons.
I'm staying in through the NASDAQ listing, and I hope we get news, soon. I'm of the opinion that no news is not necessarily bad. Pump and dumpers are usually not quiet. They flood the zone with announcements all the time. I just think that right now, they are having trouble getting companies to put their names on the bottom line, especially since they don't have the means of manufacturing the product, right now.
Building the Hyperions is not that big of a deal. They can contract that out. They may have already done, so. It may be a matter of financing, or designing the production processes. Who knows?
Posted on 3/13/26 at 1:37 pm to igoringa
quote:
Nice bounce back - last 90 minutes should be interesting
Yup. This one is gonna be hard to predict. Would be nice to go into the weekend on a positive note, given where we were just 2 days ago...
Posted on 3/13/26 at 1:50 pm to Jax-Tiger
When are you expecting the nasdaq listing
Posted on 3/13/26 at 1:54 pm to Bob Sacamano 89
The CEO said "close to May", so I'd interpret that as NLT early June.
Posted on 3/13/26 at 1:59 pm to Jax-Tiger
Like I said earlier, we’re going to see a lot of wild swings with this one probably over at least a year. NBIS showed me how volatile the market can be with new companies - even with a revenue stream. I can only imagine what we’re in for in HGRAF.
Proof of concept is still the same and with the EPA approval that box is checked. Next will be announcing construction of manf faciiity IMO. I’m sure the permitting for that one with their process and use of explosive gasses is going to be a PITA.
Proof of concept is still the same and with the EPA approval that box is checked. Next will be announcing construction of manf faciiity IMO. I’m sure the permitting for that one with their process and use of explosive gasses is going to be a PITA.
This post was edited on 3/13/26 at 2:37 pm
Posted on 3/13/26 at 2:06 pm to Jax-Tiger
quote:
Building the Hyperions is not that big of a deal. They can contract that out
I want to know that ticker as well.
Posted on 3/13/26 at 2:17 pm to dstone12
quote:
I want to know that ticker as well.
I don't mean to imply that this will be a piece of cake, but if they have orders for 5,000 tons, they will have to figure it out. They can hire the expertise and manpower. When you're trying to build a company worth many billions of dollars, you aren't going to frick it up by saying that you can't figure out how to build enough Hyperion units.
Them being quiet may mean that they aren't worried about the stock price, as it is still comfortably above $4. They may know of many contracts that are in the works, but not finalized, and they won't announce until the deals are papered up. Ditto the deals to build Hyperions - you don't build 1000 Hyperions until you know that you need 1000 Hyperions.
Posted on 3/13/26 at 2:34 pm to Jax-Tiger
7 million in volume is nuts!
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