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re: Spec Play - HGRAF

Posted on 3/17/26 at 9:06 am to
Posted by NaturalBeam
Member since Sep 2007
14947 posts
Posted on 3/17/26 at 9:06 am to
From what I see online, the short answer is that it is not public info.

Obviously HG could confirm it, so I'll assume they have their reasons for not doing so (yet).
Posted by NaturalBeam
Member since Sep 2007
14947 posts
Posted on 3/17/26 at 9:08 am to
quote:

it's a weak PR attempt they have likely been sitting on to try and help, don't blame em.
I've been assuming they've had some announcements queued and ready if the stock dipped too close to $5. Hopefully they have some other cards to play, because if this is it....that's worrisome.
Posted by Guntoter1
Baton Rouge
Member since Nov 2020
1648 posts
Posted on 3/17/26 at 9:10 am to
I will not be able to relax until the Acetylene contract is signed.
Posted by masoncj
Atlanta
Member since Jun 2023
696 posts
Posted on 3/17/26 at 9:11 am to
I think your being dramatic here

Again, the intellectual property and the patents alone are worth at least something

Posted by PeteRose
Hall of Fame
Member since Aug 2014
18102 posts
Posted on 3/17/26 at 9:13 am to
I was driving my kid to a school and saw it at 4.80. I was planning to pick up 1k shares. After I dropped her off and got in the car, it was 5.32. This thing moves like a ping pong ball at a Chinese country club.
Posted by masoncj
Atlanta
Member since Jun 2023
696 posts
Posted on 3/17/26 at 9:14 am to
Up to 5.70 now

Like I said the sooner they can get this on NASDAQ the better for everyone involved involved
Posted by Dock Holiday
Member since Sep 2015
1986 posts
Posted on 3/17/26 at 9:16 am to
quote:

I think your being dramatic here

Again, the intellectual property and the patents alone are worth at least something



Fair enough, but what is "something"? $5-$8 a share? I can't make a case it's worth much more than that.
Posted by masoncj
Atlanta
Member since Jun 2023
696 posts
Posted on 3/17/26 at 9:26 am to
Maybe but for those of us that bought in early that is still a heck of a payday !

And I will take it any day of the week
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27520 posts
Posted on 3/17/26 at 9:37 am to
What do y'all think the best approach is? To announce acetylene/production facility and customer contracts before or after the listing on NASDAQ?

I think it should be before. I think having some momentum before listing will amplify that momentum. You don't want all the new buyers to do their due diligence and decide that the company is dog. I think it would be best to see it as a rising company that is building it's customer base and facilities - best to see it as an opportunity to jump on now.

If they don't show anything before the NASDAQ listing, anyone who researches the company is going to see people talking about the lack of progress and the listing won't be as uplifting as we would like.

Posted by igoringa
South Mississippi
Member since Jun 2007
12344 posts
Posted on 3/17/26 at 9:40 am to
quote:

Market is not really reacting to this, it's a weak PR attempt they have likely been sitting on to try and help, don't blame em.

They need to push the team to shore up the raw material supply contracts if they want to be seen as legitimate. The farther they get away from EPA approval with no real progress the more this company is perceived as another bust.,,, unfortunate reality.


yeah this is not a strong press release - looking up that Company - not a game changer in any way.

And yes - the farther away from EPA without announcements on supply deal and facility, the more it seems like EPA was a scapegoat (or atleast the market can interpret that).

Posted by igoringa
South Mississippi
Member since Jun 2007
12344 posts
Posted on 3/17/26 at 9:41 am to
quote:

What do y'all think the best approach is? To announce acetylene/production facility and customer contracts before or after the listing on NASDAQ?

I think it should be before.




Before before before - nasdaq opens up exponential new investors and we want the story laid out for them. We want that excitement immediately in my mind.
Posted by Guntoter1
Baton Rouge
Member since Nov 2020
1648 posts
Posted on 3/17/26 at 9:44 am to
[What do y'all think the best approach is? To announce acetylene/production facility and customer contracts before or after the listing on NASDAQ?]

Agree Before.
Acetylene is the raw material to make the product.
If they are confident in the future they will get the pipeline going now.
if they wait it means they have no customers.
Posted by masoncj
Atlanta
Member since Jun 2023
696 posts
Posted on 3/17/26 at 9:49 am to
Yes I agree. Acetylene announcement.

Slow drip of customers and partnerships

Then a very firm timeline to the NASDAQ uplifting

They do that and I don’t see any reason this thing isn’t it $15-$20 a share the day after their first day on the NASDAQ exchange
Posted by NaturalBeam
Member since Sep 2007
14947 posts
Posted on 3/17/26 at 9:49 am to
Yes, it should be before.

Maybe I'm impatient, but does it also seem like HG has gone quieter than normal? While they never did a ton of press (which helped solidify this wasn't just a P&D), there were at least fairly regular interviews to give a status on progress. It feel like they're now doing even less than before.
Posted by Dock Holiday
Member since Sep 2015
1986 posts
Posted on 3/17/26 at 10:21 am to
quote:

Maybe I'm impatient, but does it also seem like HG has gone quieter than normal


Agree to an extent, but having followed this since late summer, there have been longer pauses.

My other concern, and I stated this a number of pages ago, is the lack of positions being filled or at least not taken off their careers page. 60-90 days is more than enough time for a few of those positions listed.

And we need a recon on the Miller Light can situation.

Posted by FieldEngineer
Member since Jan 2015
2878 posts
Posted on 3/17/26 at 11:18 am to
quote:

My other concern, and I stated this a number of pages ago, is the lack of positions being filled or at least not taken off their careers page. 60-90 days is more than enough time for a few of those positions listed.


How do we know they haven't hired for some of them, but there are multiple openings for the same job listing?

It's very common to have a single listing for something like a "Project Manager", even though you plan to hire three of them.
Posted by Dock Holiday
Member since Sep 2015
1986 posts
Posted on 3/17/26 at 11:22 am to
quote:

How do we know they haven't hired for some of them,


We don't, but until mentioned otherwise I will conservatively assume, based on this being a non-revenue company, each is a single open position and on their page means it's still not filled.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27520 posts
Posted on 3/17/26 at 12:30 pm to
quote:

And we need a recon on the Miller Light can situation.


The kiddo said she would do a followup visit. I'll try to get her to do it next week.

I don't know if anything is happening there, and that could be good news. It could be that all hands are on deck in Houston/KSU with new customers, designwork on the new facility, etc, I would rather they be doing that, than supervising the installation of a cubical farm. The cubical farm is a temporary facility, because it is no where near big enough to host a billion dollar enterprise. I suspect it might be the US GEIC, or a lab in the long run.

It's just an office space in an industrial complex, right now. I would rather all of their people spend more time getting ink to paper than mess with that office.
Posted by dallastiger55
Jennings, LA
Member since Jan 2010
33826 posts
Posted on 3/17/26 at 1:16 pm to
So yall think $5 is still a good buy, right? Right?

Posted by Dock Holiday
Member since Sep 2015
1986 posts
Posted on 3/17/26 at 1:20 pm to
quote:

I don't know if anything is happening there, and that could be good news


That's where I can't align. The CEO and at least 1 board member were touting this a number of times as a great thing, "The new Head Quarters in Austin". It's a near term stated priority of theirs and is a critical piece to them being viewed as a U.S. based company by investors. If the brakes have been put on to getting this done, then why?

quote:

It's just an office space in an industrial complex, right now. I would rather all of their people spend more time getting ink to paper than mess with that office.


It's clear they hired a contractor to get this done, they are not the ones doing the labor. If they are already hanging sheetrock, then floor plans have been decided and it's just a matter of giving the ok for each phase of construction (remodel). As stated by them, it was to be open in February, then "in two weeks", now April... Permits are clearly approved and posted on the door, what's the delay?

I know I'm being picky and to some a bit harsh, but investors look at all angles, I'm no different. With recent down pressure on the price, these little things create cracks in stories and doubt in investors' minds.
I follow a trail where it leads me, others will too.
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