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re: Spec Play - HGRAF

Posted on 7/3/26 at 8:14 am to
Posted by meeple
Carcassonne
Member since May 2011
11278 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.
Posted by masoncj
Atlanta
Member since Jun 2023
804 posts
Posted on 7/3/26 at 8:57 am to
Jax

How will the big deal with US Gov work?

You are expecting Fed Depts to cut POs directly to HG?

I just don’t see that happening.

The Military doesn’t really build anything themselves, the military industrial complex does all that for them.

The DOW certainly advises directly to those companies and can give them exacts specs for build outs but I don’t see any scenario where DOW contracts directly with HG.
Posted by masoncj
Atlanta
Member since Jun 2023
804 posts
Posted on 7/3/26 at 9:01 am to
No news unfortunately.

I haven’t been this low on the company since I purchased almost a year ago.

KB has missed every timeline she has mentioned. She is literally batting oofer

My guess is that is why she has stayed quiet lately on any real updates

Simply going to wait until after they happen where she can’t be wrong yet again.
Posted by supadave3
Houston, TX
Member since Dec 2005
32271 posts
Posted on 7/3/26 at 9:04 am to
quote:

No news unfortunately. I haven’t been this low on the company since I purchased almost a year ago.


I hear you. I used to check daily for updates on X with my morning coffee. I still check every few days. Absolutely no action from the paste product release.


I’ve held off from buying since EPA approval but I couldn’t pass up $3.60 and bought another handful against my better judgment. We need SOMETHING.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28059 posts
Posted on 7/3/26 at 9:37 am to
quote:

How will the big deal with US Gov work?


I don't know, what it would look like. I wouldn't assume that there will be a big contract with the DoE right after redomicile, but I'd like to see a research grant to work with the Army. Either that or a medium to large contract with a corporate client.

Them being quiet like this and keeping their heads down tells me they aren't concerned about the stock price. All of their employees are working for equity.



Posted by masoncj
Atlanta
Member since Jun 2023
804 posts
Posted on 7/3/26 at 10:32 am to
Hoping you’re right!

Really hope and surely KB is leaning/being mentored by folks like Kerry Landis and Kevin B.

I like the lady and I think she is hustling but I would be lying if I said she is not my biggest concern in the success and failure of this company.

That said we should all be her biggest fans! I am pulling for her obviously
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28059 posts
Posted on 7/3/26 at 10:57 am to
She is being mentored for sure. They just aren't focused on srock price right now.

This thing is down below $3.20 USD on low volume on the CSE right now

I kinda doubt we'll be able to buy it that low on Monday.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28059 posts
Posted on 7/3/26 at 11:23 am to
Austin permits are all in place for structural changes for 2 additional Hyperions. The permits expire in December, so changes need to be done by then.
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