re: Spec Play - HGRAF

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They need to push the team to shore up the raw material supply contracts if they want to be seen as legitimate

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They won't be seen as legitimate in an investment sense until they have at least one, probably 2 or 3, substantial offtake agreements and begin shipments or at least be committed to a schedule. It's a lot easier to buy something (raws) than it is to sell a product that has not been sold at volume before. Until then, HG holds some interesting/marketable IP and that's about it.

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So yall think $5 is still a good buy, right? Right?

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Not for me, I was tempted to buy the dip but we need some news before I buy more shares.

Per Kevin Bambrough, with link below:
"Had a great prep call with Dr Sorensen for an up coming podcast.

Very excited to attempt to have explain the Prof. explain the science behind

100% Sp2 bonding, 100% crystalline, Turbostratic, FRACTAL, graphene aggregates.

The material hydrograph produces is unique and extremely valuable.

Being able to produce it at scale with an ISO 9001 standard is a complete game changer.

We are hoping to help everyone understand the science and why Dr. Sorensen is still so excited by the ideas he has that he has trouble sleeping.

It’s an extremely revolutionary time in material science and $hg $hgraf is in the best position to capitalize on the advances that are taking place." [Bolding addd for emphasis] LINK

I’m probably overthinking it but I don’t like this. Kevin isn’t dumb. When he ignores the important business stuff to just talk about the undisputed science again, it sounds like a P&D.

(I don’t believe it is, but this isn’t a good look IMHO).

19 hours ago on fidelity.


HydroGraph Clean Power Certifies Compounding Partner in the UK
MT Newswires
01:40 PM EDT, 03/17/2026 (MT Newswires) -- HydroGraph Clean Power (HGRAF.NaE) said Tuesday that the U.K.'s Broadway Colours has been certified as a compounding partner.

The certification strengthens HydroGraph's commercial presence across the United Kingdom and European plastics markets, and expands HydroGraph's ability to support large-scale commercial adoption of graphene-enhanced polymer materials.

HydroGraph's Fractal Graphene materials, including its FGA-1 product, deliver performance improvements at significantly lower loading levels compared to conventional nanoplatelet graphene materials, a statement said. Demand for advanced composite materials is growing across automotive, packaging, electronics, and infrastructure markets, where manufacturers seek lighter, stronger, and more sustainable material solutions.

"Certified compounding partners play a critical role in accelerating graphene commercialization by translating advanced materials into scalable industrial formulations. Their ability to move quickly from formulation to production supports faster customer adoption of Fractal Graphene in high-value applications across polymer applications such as packaging, construction materials, and industrial components where performance, durability, and material efficiency are critical," said Kjirstin Breure, chief executive.

HydroGraph shares were last seen down $0.16 to $7.03 on the Canadian Securities Exchange.

Price: 7.00, Change: -0.19, Percent Change: -2.64

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We want contract news!!!!

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This.

All the rest is noise. This is a company that is essentially in it's infancy. If they sign deals for 5000 tons of graphene, then nobody is going to care about the HQ buildout.

They will be focused on how the hell are we going to build enough Hyperions to make that much graphene? Where are they going to put them? How do we hire all the people and get them trained up to handle the graphene?

We will be focused on how f'ing high the stock price goes.

The HQ could raise the price from 5 bucks to 6-7 bucks, but it is really nothing in the grand scheme of things. If this stock takes off, they will be looking for another HQ by the end of the year. If they are still running this business out of that building 2 years from now, they aren't doing well, IMO.

One thing I have been thinking about since the reseller partnership announcement yesterday that I don’t understand (and hopefully some of folks in the know military can explain) is why has HG been in talks directly with the military/DoW?

Shouldn’t they be and they probably are in talks with defense contractors like Boeing , Raytheon, Lockheed etc about adding graphene to products and production?

Unless I am mistaken, I guess what I am getting at is that the army for instance doesnt manufacture anything they buy directly from defense contractors…right?

I suppose due to the unique relationship between our branches of services and the contractors that they specify in detail what is needed for the weapons system.

All that said the POs to Hydrograph will not be coming from the govt…right?

For instance, it Would be coming From Boeing or one of their sub contractors?

Good! I need a breather…lol

Yep good and fair point

Prove to the Army that Graphene will make a bull proof vest stronger and lighter

After it’s proven

The Army goes to their contractor who makes the vest and tell them this is what we want for future orders

So eventually the defense contractor would indeed submit the PO it seems ?

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Back end of a head and shoulder pattern may be forming.

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you looking at daily, 5 days, or something else? I only see it in daily, which I don't really care about