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Message

re: Spec Play - HGRAF

Posted on 6/24/26 at 10:29 am to
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28432 posts
Posted on 6/24/26 at 10:29 am to
quote:


They’re really going to have to thread the needle here it seems


All of the major players for the company are working for lower salaries and have equity shares in the company. I don't think they care much about the price of the stock RIGHT NOW, if they see where this is going.

They may care enough about it right now to keep it above $4, I don't know. It could be that alternative NASDAQ listings are a pain in the butt and they don't want to go through that. The day is not over, it could still finish above $4. Hell, they could announce a contract, today, to bump it up. Who knows?

The question is not where this stock is today, but where it will be in 6 months to a year. If you believe in the stock, hang on to it. If you believe it's all a fairy tale and that it's going to fizzle out, then move on.

For now, I'm hanging on until this plays out.
Posted by masoncj
Atlanta
Member since Jun 2023
924 posts
Posted on 6/24/26 at 10:42 am to
Just went above four dollars…lol

Good call!
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28432 posts
Posted on 6/24/26 at 10:51 am to
quote:

Just went above four dollars…lol

Good call!


Will be interesting to see what happens here. I'm sure shorters will be trying to keep the price under $4, and people like us (and management) will want it higher. Let the shenanigans begin...
Posted by NaturalBeam
Member since Sep 2007
15156 posts
Posted on 6/24/26 at 2:08 pm to
I’ve been busy - did something happen since Monday? Or everyone just get tired of waiting at the same time?
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28432 posts
Posted on 6/24/26 at 2:25 pm to
quote:

I’ve been busy - did something happen since Monday? Or everyone just get tired of waiting at the same time?


No news. I think the general downturn of the market and the rotation that is going on has a lot of people moving money around. I think a combination of short sellers, paper hands, and general market downturn/rotation has the stock going down.

Kevin Bambrough was taken by surprise. He said that he thought we would jump up to $15-20 before dropping below $4. I think he believes announcements are coming soon and that the market downturn happening first kind of took him by surprise. Hopefully, he is right about the announcements being imminent.
Posted by Dock Holiday
Member since Sep 2015
2087 posts
Posted on 6/24/26 at 2:31 pm to
quote:

Or everyone just get tired of waiting at the same time?

This.

It's completely predicable and some have said it here including myself. They can't talk glowingly about milestones they were going to reach by "X" time then when they miss not expect penalty to the share price. They/we are paying the price for silence and missed targets.
To my knowledge nothing has changed fundamentally, just fatigue and negative sentiment has taken over.
Posted by masoncj
Atlanta
Member since Jun 2023
924 posts
Posted on 6/24/26 at 3:43 pm to
I think it will drop to low $3s tomorrow might even test in the high $2s

I really don’t know or understanding Kristin strategy here moving forward ….wish I knew
Posted by supermiller
Member since Sep 2025
24 posts
Posted on 6/24/26 at 4:56 pm to
I've got a nice buy order in at 4 Canadian.
Posted by masoncj
Atlanta
Member since Jun 2023
924 posts
Posted on 6/24/26 at 5:23 pm to
My DCA price is $1.17 and I don’t intend to purchase any more
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28432 posts
Posted on 6/24/26 at 5:39 pm to
Hopefully, it will make sense, someday, but Im not trying to understand why things are slow right now.

I'm not surprised about what happened the last few days. I'm more surprised that we haven't had more ups and downs than we've had.

There are going to be more of these days, especially when more people find out about it. It's a speculative stock that is slowly derisking.

It is risky and not for everyone. IMO, the current risk is that it never goes above 12 bucks a share for 3 years. When I originally bought the stock, the risk was that it would become worthless. The upside is the same now, as it was when I bought it, which is why I've held on to it.
Posted by supermiller
Member since Sep 2025
24 posts
Posted on 6/25/26 at 4:22 am to

Months of safe horizontal shareprice. Nobody selling all waiting for news.
This could be deliberately organised by party's that whant to get in.
A tiny bit of bad news would empty the train.

I think I'll close my buy order. Perhaps we can do some bottom fishing.
Posted by supermiller
Member since Sep 2025
24 posts
Posted on 6/25/26 at 4:29 am to
Forgot to say,
I'm not going to sell a share
Posted by Rize
Spring Texas
Member since Sep 2011
20078 posts
Posted on 6/25/26 at 7:18 am to
quote:

Forgot to say, I'm not going to sell a share


I’m going to grab shares at this price when I can but it’s a slow process when throwing new money at it. Plus I’m trying to split between dram and VGT in my brokerage.
Posted by Hangit
The Green Swamp
Member since Aug 2014
48116 posts
Posted on 6/25/26 at 7:46 am to
I look forward to the discussion in 3 years where we ponder if they are going to build a fourth production facility, pay a dividend, or aggressively hammer a stock buyback program.
Posted by JL
Member since Aug 2006
3264 posts
Posted on 6/25/26 at 8:19 am to
Two Seeking Alpha articles popped up yesterday, summary below.

HydroGraph Clean Power: A Generational Bet On Graphene's Disruption, Worth Starting Small

Jun 25, 2026 06:49 AM | HydroGraph Clean Power Inc.(HGRAF) | By: Arnav Dash Choudhury

Summary
Graphene is a remarkable material, and HydroGraph makes some of the purest, most consistent graphene on the planet, making it a good bet on the material.
The patented detonation synthesis process is graphite-free, bottom-up, and carries a low-energy demand, making HGRAF one of the very few public ways to bet on premium graphene.
The current $1.6 billion valuation reflects future promise rather than current financials, a premium well warranted when the scientific edge and the vast optionality of graphene are considered.
A potential NASDAQ uplisting remains the single biggest near-term catalyst, and the near-total retail ownership of the stock is its biggest risk. A gradual accumulation based on milestones is recommended.


HydroGraph Clean Power: A High-Risk, High-Reward Bet On The Future Of Graphene

Jun 24, 2026 10:51 PM | HydroGraph Clean Power Inc.(HGRAF) | By: DCF Value Investor

Summary
HydroGraph Clean Power leverages proprietary detonation technology for cost-effective, high-purity graphene production and has secured key regulatory approvals.
HG is scaling production in Texas, expanding its partner network, and pursuing commercialization across automotive, biosensor, and technical fiber markets.
Despite a strong $42.8M cash position, HG remains pre-revenue with a $6.97M net loss, relying on equity financing and facing significant execution and commercialization risks.
I rate HG a speculative Buy for high-risk, long-term investors seeking exposure to advanced materials, contingent on successful scale-up and commercial contract wins.
Posted by masoncj
Atlanta
Member since Jun 2023
924 posts
Posted on 6/25/26 at 10:36 am to
This sucker is 99% on its way to sub $3
Posted by cgrand
HAMMOND
Member since Oct 2009
51430 posts
Posted on 6/25/26 at 11:02 am to
quote:

This sucker is 99% on its way to sub $3
real talk…it shouldn’t even be at $3 and probably shouldn’t be a public company at all. But…graphene WILL happen. I don’t think that’s in question. Whether HGRAF will happen is the gamble
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28432 posts
Posted on 6/25/26 at 12:25 pm to
quote:

But…graphene WILL happen. I don’t think that’s in question. Whether HGRAF will happen is the gamble


Been saying it all along. This company has derisked because they have approval to sell pure graphene. IMO, the question now is how much of a demand for the HGRAF product is there? I believe there will be demand, but will he be for 10's of thousands of tons, as Kevin Bambrough believes? Or is the product SOOO good, that the optimal load levels are too small to require that kind of volume?

The other risk IMO is time. Will the demand scale up quickly, or at a snail's pace?

We don't know the answer to either of those questions.
Posted by dallastiger55
Jennings, LA
Member since Jan 2010
35495 posts
Posted on 6/25/26 at 12:25 pm to
just wait guys, it will be on the stock exchange by Q1. Oh wait, that was last year
Posted by dstone12
Texan
Member since Jan 2007
42213 posts
Posted on 6/25/26 at 12:50 pm to
Who’s holding?
Who’s selling?
Who’s buying?


Me? I’m holding.
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