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re: Spec Play - HGRAF

Posted on 3/24/26 at 6:48 pm to
Posted by Rendevoustavern
Member since May 2018
1870 posts
Posted on 3/24/26 at 6:48 pm to
Posted by igoringa
South Mississippi
Member since Jun 2007
12354 posts
Posted on 3/24/26 at 6:58 pm to
quote:

In the beginning i loved this thread for it's positiv information. It was the best in the west, But something has changed. Some are getting nervous.


We are still lovable lol.

Yes some (me to a degree) have some nerves - natural when the numbers become material to net worth and the deadlines seem to move. As I mentioned, when I started this thread the CEO reps were October for everything. Yes I thought that was optimistic but this is definitely taken its time... so I think nerves are natural

Posted by Hangit
The Green Swamp
Member since Aug 2014
46436 posts
Posted on 3/24/26 at 7:18 pm to
I am unable to have my nerves flicked on. This was a 4 year hold for me. I hold my pecker, with diamond hands and graphene gloves. See y'all at the end of the decade.

Welcome, SuperMiller.
Posted by drunktiger24
Tigerland
Member since Jul 2016
146 posts
Posted on 3/24/26 at 11:23 pm to
What is the story behind the beer can? Something to do with Jax? I thought I’ve been following this thread pretty closely but I’ve missed something I’m pretty sure.
Posted by PeteRose
Hall of Fame
Member since Aug 2014
18103 posts
Posted on 3/25/26 at 2:10 am to
quote:

What is the story behind the beer can? Something to do with Jax? I thought I’ve been following this thread pretty closely but I’ve missed something I’m pretty sure.


When his daughter took pics of the Austin office, there was a beer can on the ground. If the can was still there when she revisits the office a week later, it is assumed that not much work was done. It’s as if Omar Little was interested in Hydrograph.
This post was edited on 3/25/26 at 2:12 am
Posted by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
3532 posts
Posted on 3/25/26 at 6:50 am to
quote:

In the beginning i loved this thread for it's positiv information. It was the best in the west, But something has changed. Some are getting nervous.


I got in at 84 cents but now my basis is $3.00 because I've taken profits several times, then bought back in. I don't know what there is to be nervous about. Even at $5.80 I'd admonish anyone to get in now, plan to hold for a while and relax
Posted by FieldEngineer
Member since Jan 2015
2885 posts
Posted on 3/25/26 at 8:51 am to
Awfully low volume so far.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27530 posts
Posted on 3/25/26 at 9:00 am to
quote:

In the beginning i loved this thread for it's positiv information. It was the best in the west, But something has changed. Some are getting nervous.
I like your thread anyway


I think a lot of folks looked at this as a binary investment. All or nothing, so it is easy to sit back and watch when the stock is under $1/share.

We have graduated, if you will, to the point, where the future of the company and stock price depends on the execution of the executive team, rather than a government approval. As a result, I think a lot of people are thinking of this stock as a "regular" stock and not a speculative stock, and critiquing it accordingly.

I don't think it's negativity, I think with the higher price, comes a greater responsibility to look at the negatives, as well as the positives. Many folks have gone from owning an "afterthought" stock that they threw $15k as a spec play, to owning a stock that is a significant part of their portfolio. It's getting treated differently, now.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27530 posts
Posted on 3/25/26 at 9:13 am to
What is everyone thinking on where this stock goes after the AGM?

I can see it going either way. They could have positive news on the production front government collaborations, demand estimates, and this meeting is a catalyst.that get's us to an ATH.

I can also see positive news about the HQ, production buildout, etc, being viewed as "expected", while no clear guidance on potential customers and demand could lead to another short attack.

Thoughts?

ETA: I think they need to give us a surprise or two - a nugget of information that we were not aware of that gets people excited, and it will go up. I'm hopeful of that, because it seems that they have deliberately been quiet about leaking information for a while, now.
This post was edited on 3/25/26 at 9:17 am
Posted by Dock Holiday
Member since Sep 2015
1992 posts
Posted on 3/25/26 at 9:17 am to
quote:

I don't think it's negativity, I think with the higher price, comes a greater responsibility to look at the negatives, as well as the positives. Many folks have gone from owning an "afterthought" stock that they threw $15k as a spec play, to owning a stock that is a significant part of their portfolio. It's getting treated differently, now.


This! With success comes scrutiny. Some (many actually) of the goals that have been mentioned have not come to pass in the timeline stated and many have yet to happen at all.

Could be a good thing as long as those "milestones" do in fact happen, it means there is plenty of runway out beyond today to look forward to and the price/share is currently in a good spot.

They are under more of a spotlight now, the next few months could gain or lose significant creditability with a broad demographic of investors, just reality.
Posted by Dock Holiday
Member since Sep 2015
1992 posts
Posted on 3/25/26 at 9:23 am to
quote:

What is everyone thinking on where this stock goes after the AGM?



If it's a recycled message with different dates attached, then hold onto your butts in the near term, a sell off will happen.

If they release a surprise or 2 then it could be a good week up until 10 minutes before market close on Friday were retail dumps shares in favor of weekend beer money.
Posted by FieldEngineer
Member since Jan 2015
2885 posts
Posted on 3/25/26 at 9:26 am to
quote:

Thoughts?


I think this is why volume is so low this morning. People are waiting to see.
Posted by NaturalBeam
Member since Sep 2007
14952 posts
Posted on 3/25/26 at 9:27 am to
I'm not expecting much to come out of today's AGM. If anyone is expecting an announcement of some 1000 ton customer or DoW contract, they're likely in for disappointment.

Progress has been good, so they'll get to spike to football on some things - but I'd most like to hear about some more definitive timelines on things that we all expect, but that have been a little vague thus far: NASDAQ, commissioning of additional hyperions, anticipated gas contract, etc.
Posted by FieldEngineer
Member since Jan 2015
2885 posts
Posted on 3/25/26 at 9:29 am to
Here is the agenda. PDF Warning...

https://hydrograph.com/wp-content/uploads/2026/02/Notice-of-Meeting-re-HG-2026-AGSM.pdf

I suspect it will be a boring meeting, but maybe they sneak some news in.

quote:

to receive and consider the audited consolidated financial statements of the
Company as at and for the financial years ended September 30, 2025 and
September 30, 2024, together with the report of the auditor thereon;

(b) to appoint MNP LLP, Chartered Professional Accountants, as auditor of the
Company for the ensuing year and authorize the Board of Directors (the “Board”)
to fix the remuneration of the auditor;

(c) to fix the number of the Directors of the Company for the ensuing year at five (5);

(d) to elect Directors of the Company to hold office for the ensuing year;

(e) to consider and, if deemed advisable, pass a resolution ratifying, confirming and
approving the Company’s share compensation plan, as such resolution is set forth
in the Company’s management information circular dated February 10, 2026 (the
“Circular”);

(f) to ratify, confirm, and approve the shareholder rights plan adopted by the Board
on September 26, 2025 and as further described in the Circular; and

(g) to transact such other business as may properly come before the Meeting or any
adjournment or postponement thereof.
This post was edited on 3/25/26 at 9:30 am
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27530 posts
Posted on 3/25/26 at 9:48 am to
quote:

If anyone is expecting an announcement of some 1000 ton customer or DoW contract, they're likely in for disappointment.


I'm not expecting that. Too early.

quote:

Progress has been good, so they'll get to spike to football on some things - but I'd most like to hear about some more definitive timelines on things


This. I hope they don't think announcing the HQ opening and a new gas contract is going to excite investors. I hope information on the Army collaboration, a small number of contracts signed, or a tick up in expected hyperions by year end is announced.
Posted by igoringa
South Mississippi
Member since Jun 2007
12354 posts
Posted on 3/25/26 at 9:49 am to
I am not sure how much of a meeting it will be.

The address of the meeting is their law firms (Miller Thomson)
Posted by FieldEngineer
Member since Jan 2015
2885 posts
Posted on 3/25/26 at 10:39 am to
Side note, my shares went off loan today.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27530 posts
Posted on 3/25/26 at 11:58 am to
Regarding the "poison pill" that HGRAF is voting for today.

If anyone acquires 20% or more of the Hydrograph stock without board approval, the poison pill will take effect, and existing shareholders will be able to buy more shares at a 50% discount, thus heavily diluting the hostile buyers shares and making it very difficult for them to take over.

What are you going to do in this scenario?

Posted by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
3532 posts
Posted on 3/25/26 at 11:59 am to
Posted by Rendevoustavern
Member since May 2018
1870 posts
Posted on 3/25/26 at 11:59 am to
Hilarious that people leave their camera on for these kinds of meetings.
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