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re: Spec Play - HGRAF
Posted on 6/28/26 at 4:24 pm to Jax-Tiger
Posted on 6/28/26 at 4:24 pm to Jax-Tiger
a lot of things could be. And without the staggering pollution and waste resulting from their manufacture.
I will say this and it doesn’t mean I’m a communist or anti capitalist in any way. I’m a former business owner who has spent 40 years chasing profit…sometimes when you are chasing something completely new, that could possibly change everything, a publicly traded for profit model might not be the best way to figure it out
This has nothing to do with graphene, but the circumstances are similar. These folks (scientists, engineers, etc) have designed and built a prototype water hammer, that generates clean energy by harnessing the power of ocean waves
panthalassa
there’s a video on their site that tells the story. They might change the world. And the project is funded by VC, PE, corporations and the like. Look what they were able to do.
I hope HGRAF or someone else succeeds in bringing clean graphene to market at scale because it will change this world for the better. But I do think that market realities could get in the way of real innovation and adoption
I will say this and it doesn’t mean I’m a communist or anti capitalist in any way. I’m a former business owner who has spent 40 years chasing profit…sometimes when you are chasing something completely new, that could possibly change everything, a publicly traded for profit model might not be the best way to figure it out
This has nothing to do with graphene, but the circumstances are similar. These folks (scientists, engineers, etc) have designed and built a prototype water hammer, that generates clean energy by harnessing the power of ocean waves
panthalassa
there’s a video on their site that tells the story. They might change the world. And the project is funded by VC, PE, corporations and the like. Look what they were able to do.
I hope HGRAF or someone else succeeds in bringing clean graphene to market at scale because it will change this world for the better. But I do think that market realities could get in the way of real innovation and adoption
This post was edited on 6/28/26 at 5:33 pm
Posted on 6/28/26 at 4:51 pm to cgrand
Posted on 6/28/26 at 5:35 pm to dstone12
very cool. And as a PBC they do want to make a profit, eventually. But they are not beholden to public markets which is why I don’t think HGRAF has any business being a public company right now, and I’m not sure this is going to be the best way to get this technology proven and scalable. Certainly I could be wrong
All I want is to see the graphene do it’s magic
All I want is to see the graphene do it’s magic
Posted on 6/28/26 at 5:55 pm to cgrand
lol a giant beach ball
Posted on 6/29/26 at 8:41 am to cgrand
Today is the official product launch of their graphene past. We can buy it now!
Global News
Edit : investors don't appear to really care about a jar of fancy puddy.... Baked into the price, as volume is low on the news
Global News
Edit : investors don't appear to really care about a jar of fancy puddy.... Baked into the price, as volume is low on the news
This post was edited on 6/29/26 at 8:58 am
Posted on 6/29/26 at 10:27 am to Dock Holiday
quote:
Edit : investors don't appear to really care about a jar of fancy puddy.... Baked into the price, as volume is low on the news
I don't think that's it. I think there are not enough investors, right now. This is not on the rada of the vast majority of investors.
HGRAF could probably raise their revenue by 10x with a medium sized contract. It would be best to have the NASDAQ listing before that. Then this stock will shoot up bigly if HGRAF gets a DoW/DoE agreement. I think those things would get the attention of investors - especially the institutional kind. They will also see how profitable the company will be with 80% margins.
I think low volume sales that they can handle with existing stock is not going to move the needle. They need orders that require them to finish the build out on the facility and Hyperions to really pop.
Posted on 6/29/26 at 10:35 am to Jax-Tiger
quote:
I don't think that's it. I think there are not enough investors, right now. This is not on the rada of the vast majority of investors.
Guess this is my point. This "product" doesn't attract any investors, new or otherwise. We may be saying the same thing in different ways
Posted on 6/29/26 at 2:54 pm to Jax-Tiger
Yeah, if they were hoping to positively impact the share price, it definitely didn't work, 
Posted on 6/29/26 at 3:21 pm to SidewalkTiger
quote:
Yeah, if they were hoping to positively impact the share price, it definitely didn't work
Announc ingredients a new product isn't going to do much. Announcing customer orders will have a bigger impact.
Posted on 6/29/26 at 4:10 pm to Jax-Tiger
quote:
Announc ingredients a new product isn't going to do much. Announcing customer orders will have a bigger impact.
I hope this isn’t their main product. HG has said they are working with hundreds of companies. If that’s the case they should already know about the graphene paste. So the new video of graphene paste is geared towards companies who don’t know about HG graphene? Who will see the video and say “ I need to incorporate this into my product?” without early and existing adopters? And is it wise to give out samples without the ability to product high volume of graphene right now?
Posted on 6/29/26 at 7:33 pm to PeteRose
Having a functional product for companies to test with might be exactly what they’ve been asking for.
Also
Also
quote:
The launch expands HydroGraph’s growing product portfolio, which includes Fractal Graphene™ powder products and Reactive Graphene™ functionalized materials, enabling customers to select the format best suited to their manufacturing processes and application requirements.
Posted on 6/30/26 at 6:51 am to PeteRose
quote:
I hope this isn’t their main product. HG has said they are working with hundreds of companies. If that’s the case they should already know about the graphene paste. So the new video of graphene paste is geared towards companies who don’t know about HG graphene?
What makes HGRAF unique is not just its purity and consistency, but that it disperseds evenly and doesn't clump up when added to coatings, polymers, concrete, etc.
There are many companies that don't know what graphene can do for them, and there are many more who are revisiting using graphene after giving up previously due to product inconsistency and clumping.
Once somebody introduces a new product that uses graphene, others will quickly follow. The early adapters will do the hard work and provide the model for others to follow.
Sparc has come out with a couple of products that paint manufacting companies are starting to use. The latest one is just now coming out and it is a conductive coating additive that can help cool data centers, batteries, and chips.
Again, I think these contacts are what will drive the price. Will graphene become a normal additive in paint, or will it only be used in specialty applications? Big contracts or little? Right now, its gotta be little because they dont have a lot of product. Fortunately, they can scale up production quickly if needed.
Posted on 6/30/26 at 10:02 am to Jax-Tiger
Assuming SPARC’s testing holds up well, I think it will become a normal additive for marine environments. I work offshore and equipment just gets destroyed by the salinity. Makes me wonder how much money gets spent constantly repainting rigs.
Posted on 6/30/26 at 10:16 am to dkreller
quote:
Assuming SPARC’s testing holds up well, I think it will become a normal additive for marine environments.
That is, IMO a specialty application. Is SPARC going to sell enough of that type of paint to make it a billion dollar company (especially at the load levels they recommend)? That's why it would be nice to see it standard in all types of paint - indoor (cleans up easily), outdoor, trim, cars, etc...
One nice thing about being in on HGRAF, is that if SPARC does well, HGRAF wins. If SPARC gets pushed aside by the competition, it will probably be a win for HGRAF, too.
The other nice thing is that this isn't the only application for graphene, and probably not the biggest. So there is plenty of TAMs that HGRAF can grab a share of.
This post was edited on 6/30/26 at 10:25 am
Posted on 6/30/26 at 12:33 pm to Jax-Tiger
This thing keeps dropping day after day
Posted on 6/30/26 at 1:04 pm to Jax-Tiger
I think SPARC might have more explosive upside potential in the near term than HGRAF.
I think they both are gonna have success but HGRAF is not focused on one single application and that can be a disadvantage at first.
Btw I just asked ChatGPT how much the paint alone for one offshore oil rig runs and it’s anywhere from one to $5 million depending on size..:: has nothing to do with labor either
That’s insanely expensive
If sparc can get a few oil rig companies to see the light that stock could explode
I think they both are gonna have success but HGRAF is not focused on one single application and that can be a disadvantage at first.
Btw I just asked ChatGPT how much the paint alone for one offshore oil rig runs and it’s anywhere from one to $5 million depending on size..:: has nothing to do with labor either
That’s insanely expensive
If sparc can get a few oil rig companies to see the light that stock could explode
This post was edited on 6/30/26 at 1:06 pm
Posted on 6/30/26 at 1:20 pm to masoncj
quote:
oil rig companies
quote:
could explode
careful...
Posted on 6/30/26 at 2:58 pm to masoncj
Paint crews work nonstop year round. When they get to the “end” they just start over.
Posted on 6/30/26 at 3:43 pm to dallastiger55
quote:
This thing keeps dropping day after day
Its probably not going to go up until they complete their redomicile, which could be a month or two, or any day now.
I would project a price of $8-$10 after redomicile. I'm bullish on that because I think a lot of buyers will view that as the first domino and jump in.
I see $15 after gas contract, production facility, NASDAQ listing, and small contract announcements.
Maybe $25 with medium sized contract and government research grant.
$100+ with large contracts and DoW/DoE contract.
Posted on 6/30/26 at 3:49 pm to Jax-Tiger
quote:
Its probably not going to go up until they complete their redomicile, which could be a month or two, or any day now.
I would project a price of $8-$10 after redomicile. I'm bullish on that because I think a lot of buyers will view that as the first domino and jump in.
I see $15 after gas contract, production facility, NASDAQ listing, and small contract announcements.
Maybe $25 with medium sized contract and government research grant.
$100+ with large contracts and DoW/DoE contract.
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