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re: Spec Play - HGRAF

Posted on 5/13/26 at 6:38 am to
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20171 posts
Posted on 5/13/26 at 6:38 am to
Guys…imagine the hurdles and red tape involved with moving national domiciles, uplisting to NASDAQ and getting the appropriate permits/approvals to build a facility that creates a unique material from literally exploding a volatile gas.

They oversold the timeline but there is nothing about this that points to an easy or quick process.
Posted by BDE
Member since Apr 2016
51 posts
Posted on 5/13/26 at 2:43 pm to
A few nuggets from the NY conference today. They have more companies in test mode, but it’s looking like Q3 (or possibly Q4) for the Nasdaq uplisting. They also continue to promote the graphene innovation consortium project in 2027 which should lead to great things from the Gov’t side. Patience is the name of the game right now. I’m continuing to add here and there as we remain range bound. LINK
Posted by FieldEngineer
Member since Jan 2015
3010 posts
Posted on 5/14/26 at 8:33 am to
Down we go…
Posted by StonewallJack
Member since Apr 2008
1028 posts
Posted on 5/14/26 at 8:36 am to
yikes buy at $4
Posted by FieldEngineer
Member since Jan 2015
3010 posts
Posted on 5/14/26 at 9:38 am to
It's bouncing back nicely, but I wonder what caused the selloff in the first place.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27907 posts
Posted on 5/14/26 at 10:33 am to
quote:

I wonder what caused the selloff in the first place.


Could be that the presentation Kjirsten gave yesterday basically said that things are progressing slowly and nothing is going to be happening for the next couple of months...

People are taking their profits and investing elsewhere while waiting for news.
Posted by FieldEngineer
Member since Jan 2015
3010 posts
Posted on 5/18/26 at 7:36 am to
Looks like the shorts have been back at it.

https://fintel.io/ss/us/hgraf#
Posted by supadave3
Houston, TX
Member since Dec 2005
32189 posts
Posted on 5/18/26 at 8:27 am to
quote:

Looks like the shorts have been back at it.


Well, that’s what happens when you keep pushing milestones.

My only concern is if they push it under $4. Doesn’t that reset the clock on the uplist?
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27907 posts
Posted on 5/18/26 at 8:40 am to
quote:

My only concern is if they push it under $4. Doesn’t that reset the clock on the uplist?


Not necessarily. There are other alternative criteria. I don't know the details, but it's not a hard and fast rule.

I think they would probably do something, if needed. One possibility is to a reverse split, where your share count would be halved, although, ostensibly, the value of those shares would be doubled.

I don't think it will come to that because everyone knows that they want the stock above $4, and if it gets near that threshold, there will be buyers stepping in - including many on this board, who will buy more shares.
This post was edited on 5/18/26 at 8:42 am
Posted by Hangit
The Green Swamp
Member since Aug 2014
46939 posts
Posted on 5/18/26 at 9:40 am to
quote:

ne possibility is to a reverse split, where your share count would be halved, although, ostensibly, the value of those shares would be doubled.


I have been through a few reverse splits and got screwed, each and every time.
Posted by imjustafatkid
Alabama
Member since Dec 2011
65940 posts
Posted on 5/18/26 at 9:41 am to
quote:

I have been through a few reverse splits and got screwed, each and every time.


Same.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27907 posts
Posted on 5/18/26 at 11:14 am to
quote:

I have been through a few reverse splits and got screwed, each and every time.


I know. Usually, a reverse split is a gimmick. In this case, though, it would be so they can get a NASDAQ listing, rather than to prevent a delisting, which should be a net benefit.

If they do the reverse split in order to conceal an inherent weakness in the companies value, then we should all be concerned.

Like I said, I don't think it will come to that, as their are other factors, as well. There are alternatives to share price...
Posted by Dock Holiday
Member since Sep 2015
2031 posts
Posted on 5/19/26 at 8:12 am to
Not too happy with these "managers" right now. Hire an executive, fire an executive, re-hire an executive, push back this push back that, everyone gets a push back...

It does look like they may have hired the lab manager, or maybe gave up, don't know which, but the opening is no longer on their career page. Maybe if they announced something to investors, we could be a little less disgruntled.

The amount of grip force I use on the stack of shares I've held since September is certainly decreasing.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27907 posts
Posted on 5/19/26 at 8:33 am to
A lab manager is not usually a job that requires a public announcement.

They are going to have to raise capital in the near future. As I see it, either they will have to sell more shares (dilution), or they will get government grants. Or both.

It behooves them for the stock price to be as high as possible before they sell more shares for capital. I think they are trying to have as many positive announcements happen in a short period of time as possible.

I'm sure they could announce a gas contract this week, right? We all know who the company is and where it's located. They haven't, because I think they are going to announce it simultaneously with 5 other announcements (redomicile, production facility, hyperion contract, NASDAQ listing, and customer contracts), in order to pump the stock up as high as they can, so they can issue new shares to sell.

If they make all those announcements one at time, the run the risk of having the stock price bump up for a week and then start trending downward.

It may look like they are fumbling around, but I think they are stalling, so that all of this stuff happens simultaneously. Of all of those impending announcements, I think the gas contract is the least significant, and is probably the one they will throw out if the stock gets close to 4 bucks.

Posted by FieldEngineer
Member since Jan 2015
3010 posts
Posted on 5/19/26 at 8:43 am to
quote:

The amount of grip force I use on the stack of shares I've held since September is certainly decreasing.


I hear you, but I’m still holding. I want to get to long term gains status, but I also feel like any serious news and this thing blows up.
Posted by Dock Holiday
Member since Sep 2015
2031 posts
Posted on 5/19/26 at 9:08 am to
quote:

A lab manager is not usually a job that requires a public announcement.


I mentioned it in jest,


All of what you mentioned could be true, but is also a miscalculation or their part. Think of it this way, you are on a trip with a large group and all want to go out to eat at a certain restaurant. You could all ride together, but you'll all have to wait on the ONE person who is too drunk or too slow to get ready to leave. You'll eventually get here, but nearly starve in the process when you could have gone to bar, ordered a few drinks and appetizers.
Why hold everything up with the risk just one of those delays them all.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27907 posts
Posted on 5/19/26 at 9:25 am to
quote:

Why hold everything up with the risk just one of those delays them all.


I think their are some things they do know, but haven't made an announcement, yet.

I think they know who some of their customers are going to be.

I think they know where, when, and who is going to build their production facility.

I think they know to a high degree of certainty how many Hyperions they will be building this year.

This, in addition to the gas contract they have not announced, yet.

I think they will announce something if needed, but it's not needed, right now. There is no long term downside to not announcing right away, even if they could. The downside could be the cost of redomiciling could be higher if the stock spikes. For a company trying to live off very little revenue and a $30M equity offering, these things matter.

I will be concerned if they announce the gas contract in December, the production facility to break ground next spring, and the NASDAQ listing happens next fall.

Right now, we are in the same situation that we were in before the EPA approval: stock goes up and stock goes down based on no news whatsoever. It's just that righ now, the stock is tetering between $4 and $6, instead of $1 and $3.

Posted by NaturalBeam
Member since Sep 2007
14998 posts
Posted on 5/19/26 at 9:37 am to
quote:

The amount of grip force I use on the stack of shares I've held since September is certainly decreasing.
I understand the frustration and also wish it was going a little smoother, but I look at it this way - in September, I bought a lottery ticket stock with big upside and a very real chance it was worthless.

Fast forward 8 months. The stock is worth 3-4x what it was back then, and real progress has been made (not as much or quickly as we'd hoped, but it's still there). The odds of the lottery ticket paying off are higher than they were 8 months ago. The odds of this stock being worthless are much lower than they were 8 months ago.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27907 posts
Posted on 5/19/26 at 10:01 am to
quote:

The odds of the lottery ticket paying off are higher than they were 8 months ago.


Back then, the odds were much greater that this was a pump and dump, or that the company would never make money.

I think at this point, the risk is that the company ends up being a niche player in the graphene market or it is acquired by a bigger fish, rather than going to the moon. We'll most likely know more by the end of the year.

If they make all of the announcements that they should be making leading into the NASDAQ listing, this stock should be double digits. That is the inflection point for me. Either it takes off after NASDAQ listing or we hear a bunch of bullshite.

I like the fact that they aren't continuously pumping the stock. If they know they have big things coming, they don't have to pump it all the time - at least not to people like us.

Posted by DoomGuy504
Member since May 2024
484 posts
Posted on 5/19/26 at 10:02 am to
quote:

Why hold everything up with the risk just one of those delays them all.


Because friends stick together. GOONIES NEVER SAY DIE!
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