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re: Spec Play - HGRAF

Posted on 6/30/26 at 3:49 pm to
Posted by Neauxla
New Orleans
Member since Feb 2008
34679 posts
Posted on 6/30/26 at 3:49 pm to
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.


Posted by cgrand
HAMMOND
Member since Oct 2009
49934 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
28049 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
49934 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
28049 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
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