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Message

re: Spec Play - HGRAF

Posted on 4/27/26 at 6:53 pm to
Posted by meeple
Carcassonne
Member since May 2011
11284 posts
Posted on 4/27/26 at 6:53 pm to
Let the gains begin!
Posted by FieldEngineer
Member since Jan 2015
3067 posts
Posted on 4/28/26 at 5:59 am to
Posted by supadave3
Houston, TX
Member since Dec 2005
32276 posts
Posted on 4/28/26 at 6:24 am to
Maybe they’ll mix Ivermectin paste and graphene paste for a quick healing solution for all your healthcare needs.

Hydrograph - From docs to docks, we make everything better.
Posted by dstone12
Texan
Member since Jan 2007
40756 posts
Posted on 4/28/26 at 6:29 am to
quote:

This is new



I’m not an expert, but you’d want to make sure your expensive product can disperse well throughout every application.



Concrete
Plastic
Glass
Steel?
Posted by masoncj
Atlanta
Member since Jun 2023
804 posts
Posted on 4/28/26 at 7:48 am to
The way I read it is that The paste is for water based products that are formulated at near room temperature

Steel, plastics of course require much higher heat temps to formulate

I don’t think the paste is going to be intended for that

Would be fun to order some of this paste and throw it in bag of quickcrete and see what happens!
Posted by Rendevoustavern
Member since May 2018
1934 posts
Posted on 4/28/26 at 8:49 am to
quote:

order some of this paste and throw it in bag of quickcrete and see what happens!


Curious to know what sort of concrete applications this would be most useful for. Small shed slabs, home slabs, tilt wall? Very interesting to follow this.
Posted by SuperSaint
Sorting Out OT BS Since '2007'
Member since Sep 2007
150988 posts
Posted on 4/28/26 at 9:13 am to
Brick cinder block morter?
Posted by masoncj
Atlanta
Member since Jun 2023
804 posts
Posted on 4/28/26 at 9:23 am to
Good price spike in the last 30 mins

We’ll see if it holds or if it sell the news
Posted by Swazla
Member since Jul 2016
1945 posts
Posted on 4/28/26 at 9:42 am to
The info on graphene paste speaks of waterborne coatings. Waterborne paint in the auto manufacturing became universal about 20 years ago. It is now how it is done here and in Canada Japan and Europe. I am not sure about China.

If this paste can benefit these waterborne paint performances on cars and trucks here in the USA and elsewhere this will be huge.

Western International will need to produce a lot of acetylene.
This post was edited on 4/28/26 at 10:03 am
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28060 posts
Posted on 4/28/26 at 10:32 am to
One thing I have to question. If manufacturers are going to produce coatings that last longer, won't that affect their long term sales? I mean, people won't be repainting as often.

Unless customers are willing to pay more and choose a coating because it has graphene in it, what's the point in using it?

Take cars, for instance. Rolls Royce will probably use graphene enhanced paint just because. But will Toyota, GM, Honda, Ford, etc, do the same? Will it affect their sales at all?

Posted by dstone12
Texan
Member since Jan 2007
40756 posts
Posted on 4/28/26 at 10:49 am to
quote:

One thing I have to question. If manufacturers are going to produce coatings that last longer, won't that affect their long term sales?
I guess you could ask the same thing if they’re gonna put it in their plastic.

However, Novonyx just lost a contract with Stellantis automotive. So there are cheap manufacturers out there that are looking, or we’re looking for graphing providers.
Posted by Neauxla
New Orleans
Member since Feb 2008
34684 posts
Posted on 4/28/26 at 10:59 am to
I could see auto manufacturers adding it to plastics to not have to use metal in certain parts.
Posted by Swazla
Member since Jul 2016
1945 posts
Posted on 4/28/26 at 11:20 am to
The application rate to coatings seems to be very low so the price will not be that much higher. Todays autos get multiple layers of color and clear coatings. If the extra hardness results in even i=one less coat of either color or clear the net cost of adding HG graphene pasts will be negative.

The auto industry is incredibly completive. They are always looking for any edge. If one goes with the paste and shows an advantage to the customer, the rest will have a hard time not following.
Posted by masoncj
Atlanta
Member since Jun 2023
804 posts
Posted on 4/28/26 at 11:28 am to
Yeah, I agree

There will be holdouts for sure but eventually technological advance always wins

You don’t see shampoo in glass bottles anymore.
Posted by Swazla
Member since Jul 2016
1945 posts
Posted on 4/28/26 at 11:54 am to
What also interest me about "The Paste" is that it seems like it is HG's first internal product that is ready for the market. They may not need intermeddles such as Hubron or even Sparc. I maybe wrong but I think this is a big thing. Besides possibly being ready for the market it also shows that what Kjirstin has been saying about letting the technology and science lead seems to be an authentic strategy.
Posted by masoncj
Atlanta
Member since Jun 2023
804 posts
Posted on 4/28/26 at 12:10 pm to
Should I sell my 4000 shares of Sparc ?! lol

You bring up a good point on that
Posted by dkreller
Laffy
Member since Jan 2009
34195 posts
Posted on 4/28/26 at 1:00 pm to
quote:

I could see auto manufacturers adding it to plastics to not have to use metal in certain parts.

GM dashes are desperate
Posted by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
3773 posts
Posted on 4/28/26 at 3:25 pm to
quote:

Good price spike in the last 30 mins


finished +7.80% ...not too shabby
Posted by masoncj
Atlanta
Member since Jun 2023
804 posts
Posted on 4/28/26 at 3:28 pm to
Very nice gains today.

Short interest is hopefully waning
Posted by Neauxla
New Orleans
Member since Feb 2008
34684 posts
Posted on 4/28/26 at 4:22 pm to
I needed those gains w/ the rest of my portfolio taking a plunge!
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