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re: Spec Play - HGRAF

Posted on 6/30/26 at 4:13 pm to
Posted by cgrand
HAMMOND
Member since Oct 2009
51431 posts
Posted on 6/30/26 at 4:13 pm to
there’s 350MM shares outstanding
what are you basing those numbers on?
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28433 posts
Posted on 6/30/26 at 4:30 pm to
quote:


there’s 350MM shares outstanding
what are you basing those numbers on?


This is basically a startup. We don't have any P/E numbers to speak of. This is all speculation. I mean this stock shouldn't be anywhere near 3 bucks a share, yet here we are, closer to $4/share, and at one point, it was over $8/share. Why? Because people know what the potential is in defense, coatings, polymers, steel, concrete, batteries, armor protection, packaging, construction materials, etc... The price will spike once we see confirmation that the demand will be there.

Prices will get that way when you have a product that could literally change the world, like this graphene. There are thousands of uses for it and the sky is the limit.
Posted by cgrand
HAMMOND
Member since Oct 2009
51431 posts
Posted on 6/30/26 at 4:38 pm to
of course, I agree with you on both. It should not be $3 now (it shouldn’t even be public) and graphene could change the world.

But a 10-35B company would take time, and years of quarterly earnings. What kind of revenue are you basing a $100 stock price on? Because it’s not going to get there based on hype (or retail). At a P/S of 3 to 5 that’s 10 to 15 billion in annual revenue.

current revenue is 90,000 dollars
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28433 posts
Posted on 6/30/26 at 5:25 pm to
$100 will never happen if graphene doesn't change the world.

I think $200M in revenue will get them solidly to $15.

Thats about 25x revenue. I think this would be higher than 25x because of the high profit margins of 80% and no debt due to capex.

That would be about 500 tons of graphene. Considering they are expecting multiple customers with 100+ ton orders, that would seem doable.
This post was edited on 6/30/26 at 7:41 pm
Posted by masoncj
Atlanta
Member since Jun 2023
924 posts
Posted on 7/1/26 at 10:16 am to
For the DOW contract we discussed this I believe several pages back

I’m just not sure that there’s going to be some formal announcement by the DOW

Wouldn’t the announcement come from a subcontractor like Lockheed or Boeing that actually uses the graphene in their products for the military?

I guess what I’m saying is I don’t think the DOW is going to be cutting a purchase order ever directly to hydrograph

Right?
Posted by dkreller
Laffy
Member since Jan 2009
34499 posts
Posted on 7/1/26 at 11:19 am to
That sounds correct but the DOW could make an investment instead of a direct purchase. Who knows

But they do announce contracts though. Maybe an announcement that HGRAF has been added to their approved vendor list or something.
This post was edited on 7/1/26 at 11:21 am
Posted by Neauxla
New Orleans
Member since Feb 2008
34883 posts
Posted on 7/1/26 at 11:22 am to
We just need someone to figure out that graphene makes data center cooling 1000% easier and we go to the moon.
Posted by dkreller
Laffy
Member since Jan 2009
34499 posts
Posted on 7/1/26 at 11:25 am to
Maybe graphene coated copper wiring more efficiently transmits electricity?

I like hopium. It makes me feel rich.
Posted by supadave3
Houston, TX
Member since Dec 2005
32530 posts
Posted on 7/1/26 at 11:29 am to
Well, we need something encouraging to drop. Watching these profits drip away over the last 4 months has been excruciating and the missed milestones are starting to add up:

Give a dog a bone, Hydrograph
This post was edited on 7/1/26 at 11:30 am
Posted by FieldEngineer
Member since Jan 2015
3184 posts
Posted on 7/1/26 at 12:54 pm to
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28433 posts
Posted on 7/1/26 at 4:22 pm to
quote:

Give a dog a bone, Hydrograph


I have said for a while that they are stacking these announcements and they'll all come around the same time.

They need to drive the price up at the same time they introduce themselves to the world. At <5 bucks a share, not even a poison pill can save them from a hostile takeover and they don't have enough money to fight it.

In addition, a high stock price gives them the leverage to raise capital. Can't raise capital selling shares at $3.50/share. They can do better at $20/share - more money with less shares created.

So they don't want to bump the price up a few dollars and see it dwindle again. Wash, rinse, repeat with the next announcement. They are going to try to get a real spike. That will be good for all of us if there is an aquisition play or dilution, not to mention good for our bank accounts.
Posted by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
4044 posts
Posted on 7/2/26 at 7:02 am to
I hope you're right, Jax-Tiger. I have to wonder sometimes though if Kjirstin Breure is calling all the shots as a 30-something year old PoliSci grad with no working experience in a leadership role other than 1.5 years with a tiny startup (Omada)
Posted by Dock Holiday
Member since Sep 2015
2087 posts
Posted on 7/2/26 at 8:44 am to
quote:

PoliSci grad


She actually has a Masters of Materials Science and Engineering from Arizona State University

I get the skepticism with her lack of experience, but she deservers some credit/respect for bringing them from basically an idea to where they are now.
She completely changed to direction of the "company".
Underestimate her at your own peril
Posted by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
4044 posts
Posted on 7/2/26 at 9:06 am to
Preface: I got in at like 85 cents and have taken profits several times, although this is the first time my basis is higher than the stock price. Quite a bit higher. Regardless, I believe in the product and the company.

quote:

She actually has a Masters of Materials Science and Engineering from Arizona State University


That's a 30 credit-hour online program offered by ASU.

quote:

she deservers some credit/respect for bringing them from basically an idea to where they are now.


I'm not discrediting her, just saying I wonder sometimes if she's the right person to take this thing parabolic. She has no leadership experience to speak of, other than 1.5 years at a startup with 15 employees.
This post was edited on 7/2/26 at 9:08 am
Posted by FieldEngineer
Member since Jan 2015
3184 posts
Posted on 7/2/26 at 11:48 am to
quote:

That's a 30 credit-hour


Pretty normal for a masters degree in a STEM field.

quote:

online program


This is also very common.

It could be an absolute joke of a degree, but not for the reasons you mentioned.
This post was edited on 7/2/26 at 11:49 am
Posted by Dock Holiday
Member since Sep 2015
2087 posts
Posted on 7/2/26 at 11:50 am to
quote:

That's a 30 credit-hour online program offered by ASU.


quote:

I'm not discrediting her




Edit - I'm laughing because you claimed she has a polisi background, but then poo poo the MsS, maybe you didn't know she has... an degree where you have to pass Advanced Thermodynamtics.... trust me on this... it's not for the dumb...
This post was edited on 7/2/26 at 12:07 pm
Posted by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
4044 posts
Posted on 7/2/26 at 1:09 pm to
Oh no, not Advanced Thermodynamtics!! although you do realize the technology was invented long before she was onboard.

Laugh all you want. Her resume doesn't inspire confidence IMO. I'd feel different if it were a similar 30-something with an MBA from a prestigious grad school and actual, proven, successful leadership skills & experience. But I am cheering for Hydrograf and if she gets this stock to $15 within the year, I will cheer her accolades and you can hit me with some I told you so's and more lol emojis.
Posted by Hangit
The Green Swamp
Member since Aug 2014
48117 posts
Posted on 7/3/26 at 5:44 am to
quote:

That's a 30 credit-hour online program offered by ASU


I asked AI to tell me the courses required. Hayzeuss tapdancing, Christo, that's a foo king tough degree.

Oh, but she was only Magna cum Laude. The Summa eluded her. I guess she is just too slothful.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28433 posts
Posted on 7/3/26 at 7:05 am to
I've watched her in a number of interviews and she handles herself very well, and with confidence. She is not a cheerleader trying to pump up the price.

This gives me some level of confidence - that they are disciplined enough to hold back on announcements instead of constantly trying to push out PR announcements to keep the stock price up. They are focused on the customer testing, the government, R&D, and redomicile. Not stock price.

I think the BIG deal coming up by the end of the year is a deal with the US government. They have hired several people with experience in that area, and it seems that they expect the big breakout to happen because of that.

If this were MRLN, I would have sold already. I think this company is beyond a pump and dump and they have products to sell. They have a story and I'm going to watch it play out, even if it seems to be in slow motion.
Posted by meeple
Carcassonne
Member since May 2011
11594 posts
Posted on 7/3/26 at 8:14 am to
What’s the status of the TX office? Haven’t seen any recon photos lately.
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