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re: Spec Play - HGRAF

Posted on 3/25/26 at 2:37 pm to
Posted by DoomGuy504
Member since May 2024
432 posts
Posted on 3/25/26 at 2:37 pm to
quote:

So after all that, the stock is neutral.



I find this to be a very good thing.
Posted by Neauxla
New Orleans
Member since Feb 2008
34345 posts
Posted on 3/25/26 at 2:44 pm to
quote:

But it's really going to be this year and twenty seven that things will really take off. Meaning we will get to the negotiation of various supply contracts."
So we wont even hear about contracts until later this year or 2027, much less begin production? Is that what I'm hearing?
Posted by igoringa
South Mississippi
Member since Jun 2007
12354 posts
Posted on 3/25/26 at 2:54 pm to
quote:

Again, I didn't hear the quote - but this would be the biggest news of anything, I believe.


Everything she said was a re-iteration of what she previously has said.

She had no ability to change any previously disclosed information or add any new information given the nature of the event.

Now visually she seemed eager to share soon but who knows - been in that plane for awhile
Posted by JperiodCperiod
Member since Aug 2022
118 posts
Posted on 3/25/26 at 3:21 pm to
Any rule that stifles a shareholder meeting doesn’t make sense to me. I know it is not well attended but it is a somewhat public meeting. It seems like the perfect time to lay out public information.
Posted by Guntoter1
Baton Rouge
Member since Nov 2020
1649 posts
Posted on 3/25/26 at 3:46 pm to

[So we wont even hear about contracts until later this year or 2027, much less begin production? Is that what I'm hearing?]



"As everyone is aware, this is the year that we've been communicating for quite a long time that revenue will kick in. Look forward to more press releases regarding our commercial developments."
Posted by dkreller
Laffy
Member since Jan 2009
33862 posts
Posted on 3/25/26 at 3:49 pm to
I’m sure after the Nasdaq listing we will hear some things
Posted by igoringa
South Mississippi
Member since Jun 2007
12354 posts
Posted on 3/25/26 at 4:05 pm to
quote:

LINK


So latest Bambrough video - half way through it so far- standard cheerleading but this is when he is at his best (and not being a carnival barker). Plenty of hopium but more polished than he can sometimes be.
Posted by NaturalBeam
Member since Sep 2007
14951 posts
Posted on 3/25/26 at 4:25 pm to
I fast forwarded through most of the science - the last 10-15 minutes is about the company and outlook, and man all I can think after watching is I don't have enough shares
Posted by RollTide4Ever
Nashville
Member since Nov 2006
20004 posts
Posted on 3/25/26 at 5:54 pm to
Kevin Bambrough Interview with Doug Casey

quote:

Podcast hosts interview Kevin Bambrough, author and former Sprott CEO, about why he became a major shareholder in Hydrograph and why he believes graphene—specifically Hydrograph’s turbo-stratic, fractal graphene aggregates—solves key industry problems like clumping and poor dispersion that plagued earlier graphite-derived approaches. Bambrough recounts his investing background and explains graphene’s sought-after properties (strength, conductivity, EMF shielding) and why Hydrograph’s purity and SP2 bonding matter for real-world applications. The panel discusses potential use cases across polymers, coatings, tires, construction materials, batteries, semiconductors, and military needs, plus Hydrograph’s patent moat and licensing potential. They cover manufacturing via acetylene/oxygen combustion in a chamber, economics such as a stated $250,000/ton price with far lower required loadings, modular “Hyperion” scaling, work with dozens of companies, and catalysts like EPA approvals, a possible Nasdaq listing, and a Texas gas-plant partnership, while noting execution and IP/theft as key risks.
Posted by Swazla
Member since Jul 2016
1890 posts
Posted on 3/25/26 at 6:18 pm to
Good video. All the positive stuff. One of the comments was asking about graphene's toxicity (it was used in the Covid vaccines) ad how would be recycled.

I am assuming un pure graphene would not be good to inject into someone but her post got me thinking about recycling Hydrograph's graphene. KB was talking about how will it bonds to so many materials would that be a problem down the road. For example cooper, which is easily recycled to the point that most cooper very mined and produced is still in use today. Would that become a problem. With steel or aluminum?

Just my thoughts.

My other thought is the Hyperion units. My background is automotive consulting so I have done my share of investing failures and I am knowledgeable of the history of the internal combustion engine and all of the research that has been done since the early 80's in what happens when hydrocarbons combusts and the pressures and heats produced and the resulting stress and metal fatigue that affects engine life spans. Hydrograph is doing the same thing except, as far as I know, at atmospheric pressure and not like in an engine with a 10-1 compression ratio but still in a 70 liter combustion chamber with some apparatus in the combustion chamber from the illustrations. In an IC engine all of those fuel and ignition controls are outside of the combustion chambers where the pressure and heat are.

So, I assume that HG has not run these unit(s) on continuous duty cycles for weeks at a time. In the the auto and truck engine business they will run them hard through ridiculous cycles to stress test them, fix what breaks and do that again. I would hate to see their expensive units break form the wear and tear from that kind of environment.

Sorry for the long post. I have skin in this and am bullish but I am a nuts and bults guy.
Posted by dkreller
Laffy
Member since Jan 2009
33862 posts
Posted on 3/25/26 at 6:22 pm to
I’m not sure the frequency and tonnage per detonation has been released.

I doubt they’re cycling nonstop but who knows.
Posted by Swazla
Member since Jul 2016
1890 posts
Posted on 3/25/26 at 6:35 pm to
I really want them to succeed. Not only for my bank account but for the good of the whole country and beyond. But I don't see anyone in their management that has been thru the battles of continuous production.
Posted by dstone12
Texan
Member since Jan 2007
39832 posts
Posted on 3/25/26 at 6:36 pm to
quote:

Graphene can complicate recycling of metals like copper, steel, and aluminum, but it’s unlikely to become a major systemic problem. It’s more of a process adjustment issue than a dealbreaker.

C
From chatjipity
Posted by dkreller
Laffy
Member since Jan 2009
33862 posts
Posted on 3/25/26 at 6:51 pm to
At least it’s not like carbon fiber
Posted by Swazla
Member since Jul 2016
1890 posts
Posted on 3/25/26 at 8:29 pm to
That's good to know.
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