re: Spec Play - HGRAF

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One of those announce announcements that's gonna be used by both bowls and bears

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Yeah, not sure this moves the needle either way, kind of a nothing announcement.

Well, that's the third partner and probably customer this year . I think this is pretty significant.

LINK

This might be a way they do their contracts. Let others do the work.

last week, I posted this concern:

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I keep thinking the industries which might be candidates for HGRAF's graphene don't necessarily know how to make it work, so the details may be next to impossible to provide. I see HGRAF having to do many PoC's for all the specific use cases across different industries.

It would be great if they could start doing this yesterday, if they haven't already

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But now, between this:

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Well, that's the third partner and probably customer this year . I think this is pretty significant.

LINK

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And this:

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In order to sell tons of graphene, HydroGraph needs functionalized end products that offer superior performance in a cost-competitive manner versus the existing solutions, across the numerous segments of its TAM. What the end customers are buying is not graphene powder; it's:

A thermoset composite that offers superior thermal and UV resistance
Anti-corrosion coating for boats that lasts 5 times as long
Lubricants that require less consumption and improve machine lifespan or performance by X%
Concrete that is more resistant to earthquakes, corrosion, thermal expansion, etc.
HydroGraph has a 75+ customer pipeline, reportedly. For each, they are going through the qualification cycle from customer requirements ("I need a thermoset with better thermal conductivity") to experiments to a working formulation answering said requirements ("With X% graphene loading in HDPE and Y process steps, we can produce a thermoset with Z% increase in thermal conductivity versus the current best solution), to industrial trials, and eventually volume production. The process steps are roughly as follows :Lab proof of concept -> Application Validation -> Formulation -> Pilot manufacturing trial -> Qualification -> Contract Win -> Scale to volume production

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For the first part of this process, the experimentation and formulation stage, this is done in collaboration and co-development with the customers' R&D teams, and the key organ on the HG side for this R&D is the GEIC. This is why their upgrading to a Tier 1 membership with the GEIC is significant, as it signals a ramp-up of their R&D capacity and ability to accelerate the early qualification cycle, as well as generate new IP for graphene use cases.

The Tier 1 membership gives them a dedicated lab and a preferential access to the graphene experts from the GEIC and University of Manchester. The other key event here is the appointment of James Baker, former CEO of the GEIC, to their technical advisory board. His expertise from 12 years at the GEIC lies precisely in developing commercially viable projects from that early stage through the commercialization cycle, further enhancing HydroGraph's ability to execute on moving further through customer qualification.''

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You can see the early stage of that strategy with Hydrograph's recent announcement of its first "Qualified Compounding Partners" (QCPs), which are Hubron and Broadway Colours, two UK companies specializing in polymer masterbatches. These are little plastic or resin pellets that carry HG's graphene in a concentrated form and can be used as additives, blending in a polymer production process. In our fictitious thermoset example, the masterbatch would be a pellet formulation and concentration working for a specific plastic polymer, e.g., "Use this masterbatch at 0.3% weight concentration in HDPE polymer to increase thermal conductivity X% vs baseline".
LINK

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It is good to understand the significance of their partnerships with GEIC and QCPs, and the fact they are proactively building use cases across different industries.

Kevin Bambrough pushes this like it's going to happen any time - they'll get a huge breakthrough contract and they'll be off to the races with the stock hitting triple digits.

I don't see that. I believe if we hit $20 by year end, we'll be in good shape. If it doubles every year after that, it will be $80 by the end of 2028. I hope it happens faster, but I'm trying to temper unreasonable expectations.

That being said, HGRAF has been working with potential clients now for a while. Many of those probably don't want that to be public knowledge - especially if there are potential patents involved. They may not reveal that they have a customer until they have the capacity to service that customer.

That is why I'm looking at their capacity and how fast they build those Hyperions. If they are going to make 1000s of tons, they will need more locations, or more buildings at their current location, so...

We may find out more about the demand through the number of hyperions they contract to build than through actual contracts over the next year.

Any update on the beer can and office construction?

Tomorrow

Look back one page (193) and you’ll see the link to the call someone gratuitously posted

Vancouver HQ

700 West Georgia Street
Suite 2200
Vancouver, British Columbia, V7Y 1K8

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Amen

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Praise the magic hand and all of his/her glories.

Look at his first post on November 7th. Interesting stuff.

How expensive is that acetylene?