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Started By
Message
re: Spec Play - HGRAF
Posted on 4/2/26 at 8:44 am to NaturalBeam
Posted on 4/2/26 at 8:44 am to NaturalBeam
quote:
She says that in the last 12 months, the defense industry has rapidly changed to become their largest demand (23:00).
Starts talking about the investment interest into HG (24:30). Eventually will need to raise more capital in the next 1-2 years. Seeking to uplist to NASDAQ, but may stay on the CSE even after uplisting. In the process of re-domiciling to the US, and expect uplisting to happen shortly after re-domiciling is complete. Now looking at July for uplisting, and if not July, then within Q3. Expects revenue this year.
There are some good and some not-so-good takeaways here.
Thanks for the summary.
Unfortunately, it seems like KB can't be trusted when it comes to timing regarding forecasting anything.
This post was edited on 4/2/26 at 8:45 am
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Posted on 4/2/26 at 8:48 am to masoncj
Yep. You can sense some frustration in her voice with the process, which sounds like inexperience.
I'm still encouraged overall by the interview and the increasing demand for the product, but the management team continues to overpromise/underdeliver on timelines. Even if those factors are outside of their control, they need to learn some lessons from it.
I'm still encouraged overall by the interview and the increasing demand for the product, but the management team continues to overpromise/underdeliver on timelines. Even if those factors are outside of their control, they need to learn some lessons from it.
Posted on 4/2/26 at 8:52 am to NaturalBeam
Approaching sub $4.50
Posted on 4/2/26 at 8:53 am to masoncj
quote:
Unfortunately the stock is gonna crater on that news. Every projected timeline she has given has not been met.
Yep i just sold half my shares.
If it falls below 4 i will buy them back.
This post was edited on 4/2/26 at 8:56 am
Posted on 4/2/26 at 9:01 am to NaturalBeam
To be fair to her…She is very new to all of this ..:I highly doubt she has ever been a part of major construction projects and permitting and the like.
That said hopefully she is learning from all of this…I think she is really smart btw just inexperienced and needs to rely on some sort of mentorship if she isn’t already
That said hopefully she is learning from all of this…I think she is really smart btw just inexperienced and needs to rely on some sort of mentorship if she isn’t already
Posted on 4/2/26 at 9:04 am to NaturalBeam
quote:
Eventually will need to raise more capital in the next 1-2 years.
This is the punch in the gut for me.
Last year she said If they ever need more capital it will be small.
Now she is saying they will need to raise again after just raising money last month.
I should have sold at 8 or 7 or 6 lol
Posted on 4/2/26 at 9:08 am to NaturalBeam
quote:
There are some good and some not-so-good takeaways here.
Not the PR needed to prevent the price and confidence erosion. Let's see where this lands in the next 2 days. Don't think is will crash, some of this disappointment seems to be baked into the current downward price pressure.
Posted on 4/2/26 at 9:08 am to Guntoter1
quote:
I should have sold at 8
I too wish I could predict the future.
I’ll hang on to my shares. I’ll either lose it all or make a lot of money. NBD either way.
Posted on 4/2/26 at 9:09 am to masoncj
I agree with that. My outlook hasn't changed, it's just been pushed to the right. It's still important to keep in mind that we are pre-revenue.
I thought we'd see double digits by summer. Now I think EOY is more in play.
My biggest concern now is if we don't get the uplisting. I know we have to stay above $4, but can we dip beneath that for an hour, day, short period of time, and still get it? I don't know how it works.
The glass-half-full approach would say that a delayed uplisting could be better for us and allow for some contracts to come first. An uplisting with no revenue probably wouldn't do much for the stock.
I thought we'd see double digits by summer. Now I think EOY is more in play.
My biggest concern now is if we don't get the uplisting. I know we have to stay above $4, but can we dip beneath that for an hour, day, short period of time, and still get it? I don't know how it works.
The glass-half-full approach would say that a delayed uplisting could be better for us and allow for some contracts to come first. An uplisting with no revenue probably wouldn't do much for the stock.
Posted on 4/2/26 at 9:10 am to Dock Holiday
What is the sensitivity to 4 dollars.
If this goes to even 3.99does nasdaq say do not pass go….start all over? I don’t know the process.
If this goes to even 3.99does nasdaq say do not pass go….start all over? I don’t know the process.
Posted on 4/2/26 at 9:14 am to Guntoter1
quote:TBF, she was outlining the upcoming catalysts in the next 1-2 years, with the increased demand and the Army Research Lab, and then said that "eventually" they will need to raise more funds. But that they don't have their sights set on that right now as they have significant capital right now from the previous 2 financings.
This is the punch in the gut for me.
Last year she said If they ever need more capital it will be small.
Now she is saying they will need to raise again after just raising money last month.
Posted on 4/2/26 at 9:15 am to Dock Holiday
One other thing, she can't seem to understand that using the word "explode" gets some people nervous. I mean gheesh... using "processing" is still technically correct, and less spooky to the weak knee people.
Posted on 4/2/26 at 9:22 am to dstone12
NASDAQ requires that a stock trade and close above USD 4.00 for a certain amount of time in order to be approved for uplist.
That said there are caveats and exceptions to that rule such as market cap and revenue
That said there are caveats and exceptions to that rule such as market cap and revenue
Posted on 4/2/26 at 9:50 am to masoncj
The good news is that with this "news" the stock hasn't completely cratered. A bit of resistance in the mid 4s which is, temporarily, assuring.
Still a promising future but KB needs to get a professional in the room to help with spin.
Still a promising future but KB needs to get a professional in the room to help with spin.
Posted on 4/2/26 at 10:18 am to Rendevoustavern
How do you tell the difference between a resistance threshold and a downward trend? It looks like at one point it dropped to 4.85, and then again to 4.65, and is now 4.55.
Posted on 4/2/26 at 10:20 am to meeple
quote:Moving averages. But I'm not sure that matters too much with this one.
How do you tell the difference between a resistance threshold and a downward trend? It looks like at one point it dropped to 4.85, and then again to 4.65, and is now 4.55.
Posted on 4/2/26 at 10:28 am to bayoubengals88
Let price action dictate.
The 50 day moving average at 4.24 should act as support.
Buyers should flood in there.
If they don't, that's trouble.
The 21 day ema could be an important resistance area.
If it bounces off 5.13, meaning it can't go above it, then I think you've got a near term trading range between 4.24 and 5.13
If it can follow through 5.13 then you're hoping that 5.13 becomes the new floor again.
The 50 day moving average at 4.24 should act as support.
Buyers should flood in there.
If they don't, that's trouble.
The 21 day ema could be an important resistance area.
If it bounces off 5.13, meaning it can't go above it, then I think you've got a near term trading range between 4.24 and 5.13
If it can follow through 5.13 then you're hoping that 5.13 becomes the new floor again.
This post was edited on 4/2/26 at 10:45 am
Posted on 4/2/26 at 10:47 am to bayoubengals88
Obviously, a positive catalyst would put this discussion to bed.
But without one, I think that’s what price is telling us.
But without one, I think that’s what price is telling us.
Posted on 4/2/26 at 11:16 am to bayoubengals88
I don't care about the trends, or what happens to the price until we find out what is going to happen with contracts.
The possible outcomes are, IMO (numbers completely made up):
1.) HGRAF gets huge orders and the stock could go to the moon. Of course, will that first big contract come in 2026 or 2030? Stock price $50+.
2.) 3.) HGRAF is acquired by a big dog. Stock sells for $15-$30.
3.) HGRAF graphene becomes a niche product and the stock price doesn't go to the moon, but it doesn't crater, either. It hangs out at $10, plus or minues $5.
4.) HGRAF finds there is no demand for it's product and goes bankrupt.
I listed this in order of preference, but we don't have a clue where this is going. I think the order of likelihood is 2/3, 1, 4, but that's just my opinion. You can probably divide option 1 into 2 outcomes: Goes to the moon and stock is worth hundreds per share and HGRAF graphene becomes a dominant material across all kinds of applications, or it becomes a solid graphene player that has some huge contracts, but shares the graphene market with other players in the sector and the stock stays in the $30-$80 range.
That being said, since this has been a speculative play for for me, I'm not giving up my shares until I feel that option 1 is off the table. The HQ or NASDAQ listing doesn't affect my view of this in any measurable way.
The possible outcomes are, IMO (numbers completely made up):
1.) HGRAF gets huge orders and the stock could go to the moon. Of course, will that first big contract come in 2026 or 2030? Stock price $50+.
2.) 3.) HGRAF is acquired by a big dog. Stock sells for $15-$30.
3.) HGRAF graphene becomes a niche product and the stock price doesn't go to the moon, but it doesn't crater, either. It hangs out at $10, plus or minues $5.
4.) HGRAF finds there is no demand for it's product and goes bankrupt.
I listed this in order of preference, but we don't have a clue where this is going. I think the order of likelihood is 2/3, 1, 4, but that's just my opinion. You can probably divide option 1 into 2 outcomes: Goes to the moon and stock is worth hundreds per share and HGRAF graphene becomes a dominant material across all kinds of applications, or it becomes a solid graphene player that has some huge contracts, but shares the graphene market with other players in the sector and the stock stays in the $30-$80 range.
That being said, since this has been a speculative play for for me, I'm not giving up my shares until I feel that option 1 is off the table. The HQ or NASDAQ listing doesn't affect my view of this in any measurable way.
Posted on 4/2/26 at 6:56 pm to masoncj
quote:
To be fair to her…She is very new to all of this ..:I highly doubt she has ever been a part of major construction projects and permitting and the like.
That said hopefully she is learning from all of this…I think she is really smart btw just inexperienced and needs to rely on some sort of mentorship if she isn’t already
She should be working for the CEO of the company.
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