re: Spec Play - HGRAF

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1st buy at $2.21 and highest buy $6.49

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my buys are at......2.27, 4.35, 4.84, 4.89

please release some news soon.
Please, please, please

This isn’t encouraging that none of the stuff they said would come true has come true on time

I’m gonna have to unload if it goes below three

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has there been any new senior level hires in the last 3 months?

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Yes, two hires very recently.
someone posted about them a few pages back i believe.

I dont follow HG at all anymore other than this board.
I pretty much bought into everything i read about them last year.
I decided to take the risk and im willing to wait.

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I sold 90% of my position when I became convinced the (then) leadership team wasn't capable, so I don't look in on this thread but once every week or two - - - can anybody tell me, has there been any new senior level hires in the last 3 months?

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Yes, including a new CFO.

This executive team is inexperienced, no doubt about it. However, they have a unique opportunity to have historical success. They don't have any competition for the pure SP2 bonded graphene, so if this takes off, it will really take off.

Jensen Huang was the 30 year old original CEO of NVDA in 1993, and it took over 20 years before NVDA stock went above $1. Now he's some sort of genius. Do you think he looked competent for the first 15 years he was at the helm.

Kjirstin Breure took over as CEO of HGRAF and completely turned their business model on it's ear. She had the vision to completely change the outlook of the company. She has a masters in Materials Science and understands what they have. Visionaries that start companies are often not the best at executing and need to hire people who can execute their vision. HGRAF can't necessarily be choosy, because they don't have a lot of money. The people they have hired are working for an equity stake, meaning that they are banking on the company making it big. The recently added staffers include people who came from competitors and The GEIC, which is big, because these folks know graphene and wanted to come to HGRAF.

Kevin Bambrough isn't just an investor, he started a company (Turbostrata) that's sole purpose is to patent technology using graphene. I know he has discussed making super light-weight drones and heat-resistant shields for rockets. He's positioning himself to not only make money on HGRAF, but to be a customer after they bring their production facility online.

I invest in some companies because I believe in their executive team - NBIS, for example. I didn't invest in it for their superior administrative skills. I invested because they have a product that can change the world, and they have a patent moat around it.

It's not just Kjirstin, but their whole team, including Dr. Sorenson seem to be on board with the vision. So far, they have been very disciplined in holding the cards close to their vest. Other than Kjirstin slipping on a couple of deadlines (some of which they had no control over), they have done a good job of not leaking information about timing. It seems they have gone from talking about best case scenarios to under promising and possibly over delivering.

Finally, I'm going to say this: barring something totally unexpected, such as a revelation that their graphene quality is grossly overstated, they are going to announce a production facility, a gas contract, the NASDAQ listing, and quite possibly a deal with the DoW/DoE. When those things happen, the stock will go up into double digits. If they have any contracts of any size to go along with that, this stock could go "bonkers" as per Kevin Bambrough. I think they are delaying some of the announcements so that they can bundle them together and get the biggest possible spike in stock price that they can.

If it goes "bonkers", I want to be there when it happens.

This is not advice, it is simply my view of this stock. I don't view the executive team's relative lack of experience going into this as that much of a negative. That's what happens when you have a penny stock company, because you don't have rock stars lining up to be your CEO. I have been very impressed with the way Kjirstin has turned this company around and I believe she will prove to be quite good at the job in the long run.

Well spoken.
Not a share

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Going from trying to peddle Hyperions to companies that didn't know how to use them or the graphene they produced, to a company that could change the world. You have to give her that.

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I wouldn't argue your point that she deserves credit for changing strategy/pivoting, but I wouldn't yet give her credit for succeeding and turning HG into a company that could change the world.

Vision is inexpensive. Execution is ultimately how shareholders get paid.

IOW - as a shareholder, I'd take a decent/credible strategy very well executed over the most amazing vision/strategy in the history of strategies poorly executed.

I hope she grows into her role. I didn't sell my whole position because of that hope and the opportunity HG has.

The CFO isn’t a make or break since consultants, attorneys and accountants who specialize are brought in normally.

However, the fact that they sought other CFO when he was in the barn is telling so not sure it’s a long term deal.

This is a speculation play with some serious upside. I’m willing to give them more time to get rolling.

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will need consultants

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I believe they have them. Their consulting budget has spiked.

It appears that they are holding back announcements. Why? They know who they are buying gas from, but haven't formally announced that or where their production facility will be. My guess is that they are stacking up announcements around the NASDAQ listing, new contracts, and government grants, in order to maximize the impact on stock price.

For as much criticism as Kjirstin got for leaking deadlines that they didn't make a few months back, she and her team seem to be on the same page and very disciplined with the info they have been releasing, recently. Whether that is because they are tight-lipped or just aren't making progress remains to be seen.

Not selling until it plays out, because the story is still the same, even if the timeline isn't what I had hoped for.

I’m fine with the price fluctuating for now. I’m pecking away at trying to get to 3000 shares. When I see pretty good red says I check the board to make sure I didn’t miss any major negative news and throw a $1000 into it.

Not sure if it’s the best strategy but it seems to be better than when I fomo bought in the mid 6’s.

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Obviously graphene isn’t really incorporated into wood however, it can certainly be used to make better coatings and adhesives for wood products.

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you want a universally used product that has significant drawbacks and hasn’t changed in 125+ years?

I give you…gypsum drywall

now there’s a product ripe for improvement. What would happen if there were a way to apply a thin layer of nearly impervious coating over what is essentially paper and powder?