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re: Spec Play - HGRAF

Posted on 4/28/26 at 5:59 pm to
Posted by Willie Stroker
Member since Sep 2008
16811 posts
Posted on 4/28/26 at 5:59 pm 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 mean, people won't be repainting as often.

I’ve read a lot of car reviews. I’ve never come across a comparison based on how long the paint lasts. It’s probably not a common criteria for purchase decisions.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28060 posts
Posted on 4/28/26 at 7:23 pm to
quote:

I’ve never come across a comparison based on how long the paint lasts. It’s probably not a common criteria for purchase decisions.


Thats my point. Buyers won't care, but if the car last 5 years longer because it doesn't rust, then the manufacturer doesnt get a turnaround as fast.
Posted by BDE
Member since Apr 2016
56 posts
Posted on 4/28/26 at 9:43 pm to
Sparc just halted trading ahead of a major update. LINK
Posted by masoncj
Atlanta
Member since Jun 2023
804 posts
Posted on 4/28/26 at 10:14 pm to
Would love to see this shoot over a $1 quickly

Glad I got my shares in last week

LINK
This post was edited on 4/28/26 at 10:15 pm
Posted by Willie Stroker
Member since Sep 2008
16811 posts
Posted on 4/28/26 at 10:23 pm to
quote:

Thats my point. Buyers won't care, but if the car last 5 years longer because it doesn't rust, then the manufacturer doesnt get a turnaround as fast.

It still sounds like you’re talking about new car buyers who make the initial purchase decision. But it sure seems like it’s used car buyers who will wait until the body panels rust, at which time they might sell it only to buy another used car.

I don’t see how this affects new car purchases at all. We keep cars 20-25 years. None of them have ever rusted before we sold them to buy another new car.
Posted by GenesChin
The Promise Land
Member since Feb 2012
37855 posts
Posted on 4/29/26 at 6:32 am to
quote:

I’ve read a lot of car reviews. I’ve never come across a comparison based on how long the paint lasts. It’s probably not a common criteria for purchase decisions.


Because no one differentiates. If a car company puts it as a headline marketing/product positioning, it will get talked about.

Specifically the pitch is not that this paint matters, it's that it feeds a narrative/perception that the car is intended to last, down to the paint.


I don't know personally if I find this viable, just saying that good marketing teams are able to capitalize on small differentiators even if they don't actually matter
Posted by Dock Holiday
Member since Sep 2015
2048 posts
Posted on 4/29/26 at 6:46 am to
I wonder if we (TD peeps) are too focused on auto paint because of the comments about a "top 10 auto maker".

This recent paste development is an interesting one to me, it can be added to any water based paints,
A recent bath remodel at my house included decisions on paints and paint colors. We agreed on the slightly more expensive paint due to "scratch resistance".

hhhhmmmm
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28060 posts
Posted on 4/29/26 at 7:05 am to
quote:

I don’t see how this affects new car purchases at all. We keep cars 20-25 years. None of them have ever rusted before we sold them to buy another new car.


Have you ever lived in the north, where they salt the roads regularly? There is a reason that used cars from southern states command a premium.
This post was edited on 4/29/26 at 7:54 am
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28060 posts
Posted on 4/29/26 at 7:07 am to
SPARC update - could this be HGRAF related?

quote:

Story Highlights

Sparc Technologies requested an ASX trading halt pending a material ecosparc update.

The halt supports disclosure obligations and signals a potentially market-moving announcement.




ECOSPARC
This post was edited on 4/29/26 at 7:08 am
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28060 posts
Posted on 4/29/26 at 7:48 am to
Market moving announcement, possibly?

I wonder if Ecosparc has signed a major deal with an auto manufacturer (or something else) to use graphene based products and has signed a PO with HGRAF?

Even if it is not a huge contract, it could illustrate how the use of their pastes is easy for other potential clients.

On the flip side, if its not HGRAF, but a competitor's product, that could be detrimental, since Sparc is one of the few companies that we knew for sure was testing with HGRAF graphene.
This post was edited on 4/29/26 at 7:49 am
Posted by meeple
Carcassonne
Member since May 2011
11284 posts
Posted on 4/29/26 at 7:57 am to
Article from 2 days ago

HydroGraph, Sparc Align on Graphene Additives for Protective Coatings

quote:

HydroGraph Clean Power Inc. announced it has entered into a letter of intent with Sparc Technologies to collaborate on incorporating graphene into additive technologies for protective coatings.

The agreement establishes a framework for joint testing, product development and potential commercial supply of graphene materials for Sparc’s ecosparc® additive platform. The companies indicated they aim to negotiate a definitive commercial agreement within approximately 12 months, subject to performance results.

Initial laboratory testing incorporating HydroGraph’s graphene into water-based coating systems showed a 39% to 60% reduction in scribe corrosion creep, based on ASTM D1654-08 testing. Further validation is planned using ISO 12944 cyclic corrosion testing in solvent-based systems to assess long-term performance under industry-standard conditions.

The collaboration combines Sparc’s additive platform with HydroGraph’s graphene materials, which are engineered for consistency and dispersion in industrial applications. Protective coatings remain a critical component in extending the life of steel infrastructure across energy, marine, mining and transportation sectors, where improved corrosion resistance can reduce maintenance frequency and lifecycle costs.

Sparc’s ecosparc® additives are designed as drop-in technologies for existing coating formulations. The company has ongoing evaluation programs with coatings manufacturers and end users, including infrastructure and industrial stakeholders.

The companies also indicated potential for joint commercialization and marketing activities, with a focus on accelerating adoption of graphene-enabled coatings in North America and global markets.

Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28060 posts
Posted on 4/29/26 at 8:22 am to
Since HGRAF doesn't have a production facility yet, future contracts are basically all they can do and near term stock price increases will be driven by contracts that will be fulfilled next year and the year after. They may be able to fill a few small contracts with their current production capability, but not much beyond that.

We just saw POET lose a big contract because they violated a confidentiality agreement with Marvell. I wonder how many agreements HGRAF has in place that they cannot disclose because their clients are trying to keep a competitive edge as long as they can? The product advances made from using graphene seem like the exact kind of thing technology manufacturers would want to keep a secret as long as they can.

Posted by Rendevoustavern
Member since May 2018
1934 posts
Posted on 4/29/26 at 8:54 am to
Are the current Sparc trades back log that are being processed from the ASX? I am quite confused.
Posted by meeple
Carcassonne
Member since May 2011
11284 posts
Posted on 4/29/26 at 9:03 am to
Same, yesterday trading was halted until 5/1 but SPTCF is down today
Posted by Rendevoustavern
Member since May 2018
1934 posts
Posted on 4/29/26 at 9:08 am to
It's paused on the ASX, just don't understand how it has movement in the US.

Posted by zzgobucky
Madison
Member since Sep 2016
1834 posts
Posted on 4/29/26 at 9:19 am to
I was able to place & fill an order for 0.28 through Schwab this morning, I had to call to make the order
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28060 posts
Posted on 4/29/26 at 9:21 am to
BTW - I was able to buy shares of SPARC at 0.28 this morning. I don't know if they are only unavailable on the Australian Exchange, or if the request to halt trading was not accepted. At any rate, shares are available as of right now.
Posted by JperiodCperiod
Member since Aug 2022
137 posts
Posted on 4/29/26 at 9:26 am to
What are the chances the news from sparc is bad and the spare stock crashes?
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28060 posts
Posted on 4/29/26 at 9:36 am to
quote:

What are the chances the news from sparc is bad and the spare stock crashes?


I guess that would be another way of looking at it. It doesn't sound that way. It sounds like they are making a materials change to their product. I don't know why they would halt trading for that - other than they are trying to prevent insider trading.

My hope is that they are going to announce a new graphene enhanced coating and a contract with the Australian government to paint every ship, plane, car, bus, and building owned by the Australian government with this stuff. They are going to explain that this stuff is kangaroo, funnel-web spider, croc, blue ringed octopus, and brown snake resistent.
Posted by dkreller
Laffy
Member since Jan 2009
34195 posts
Posted on 4/29/26 at 9:40 am to
Damn SPTCF just went from .28 to .44 on Fidelity.

Was trying to buy but need to wait for a deposit to clear.
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