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re: Spec Play - HGRAF

Posted on 3/19/26 at 3:05 pm to
Posted by igoringa
South Mississippi
Member since Jun 2007
12336 posts
Posted on 3/19/26 at 3:05 pm to
barely 100,000 share sale at the end of the day takes it down $.30 - still a good day, but Jesus
Posted by Crescent Connection
Member since Jun 2008
2380 posts
Posted on 3/19/26 at 3:15 pm to
quote:

Management is an activity and ai did not see much experience in the bios of their management team.
This is my main concern. Still very cautious buying this at these prices.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27508 posts
Posted on 3/19/26 at 3:41 pm to
You can bring in good manufacturing consultants, accounting consultants, IT consultants, etc, by hiring consulting firms that specialize in the work you need done. This management team does not need to know how to do any of that shite.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27508 posts
Posted on 3/19/26 at 3:47 pm to
Hypothetical scenario:

What if HGRAF finishes 2026 with 25 Hyperions, but has a POs for 1,500 tons of graphene to be delivered throughout 2027 and into 2028. They also have a formal partnership with the US Government to do create a graphene research center, like at the GEIC.

Where do you you see the stock price at the end of 2026, given those events?
Posted by Crescent Connection
Member since Jun 2008
2380 posts
Posted on 3/19/26 at 4:11 pm to
quote:

You can bring in good manufacturing consultants, accounting consultants, IT consultants, etc, by hiring consulting firms that specialize in the work you need done. This management team does not need to know how to do any of that shite.
Until they do, it’s better to be cautious. There’s a lot of hopium in this thread. I have skin in the game, and would like to purchase another 3000 shares for an even 5000. But, I am ok if I lose it all. I actually expect to lose at least 50% of my investment.

If this is the real deal, it’s lagniappe.
Posted by DoomGuy504
Member since May 2024
418 posts
Posted on 3/19/26 at 4:32 pm to
quote:

I actually expect to lose at least 50% of my investment.


You're better off investing in something else then. This thing has some legs.
Posted by masoncj
Atlanta
Member since Jun 2023
694 posts
Posted on 3/19/26 at 4:50 pm to
$25 a share
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27508 posts
Posted on 3/19/26 at 5:10 pm to
quote:

If this is the real deal,


That's a key point: "If this is the real deal". If this management team screws the pooch, somebody will step in and either purchase the company, or the shareholders will fire the CEO and bring in someone who has the know how to move it forward.

We all know that Kjirstin Breure is inexperienced. But when you have a startup company, you don't have a lot of choices. You can bet that if she botches this, the Kevin Bambroughs of the world will have her replaced. She won't have a long leash.

In the meantime, I'm sure she is getting a lot of advice on what consulting companies will oversee the buildout, sales, and logistics of this business.

Posted by David_DJS
Member since Aug 2005
22489 posts
Posted on 3/19/26 at 5:17 pm to
quote:

I'm sure she is getting a lot of advice on what consulting companies will oversee the buildout, sales, and logistics of this business.

You do not want consulting companies doing business development/sales. What do you mean by oversee sales?
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19747 posts
Posted on 3/19/26 at 5:59 pm to
quote:

What if HGRAF finishes 2026 with 25 Hyperions, but has a POs for 1,500 tons of graphene to be delivered throughout 2027 and into 2028. They also have a formal partnership with the US Government to do create a graphene research center, like at the GEIC.


IMO that’s very optimistic. I’ll be happy if they’re listed in NASDAQ and their main production facility nearing completion.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27508 posts
Posted on 3/19/26 at 7:14 pm to
quote:

What do you mean by oversee sales?


Nothing, really. There are consultants that help you sell your product and train your people. There are consultants who can get you access to customers in the government.

There are consulting firms to help small businesses get off the ground. To help in the areas where you don't have the expertise or the manpower.
Posted by dstone12
Texan
Member since Jan 2007
39751 posts
Posted on 3/19/26 at 7:38 pm to
I would want to know how much better my graphene makes products better.


We know regular graphene makes concrete stronger. But how would pristine graphene do in this application?

Plastic?

Composites?

Lubricants?


Marketing will want to differentiate.
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