re: Spec Play - HGRAF

Another hire

LINK

I’m officially in the red on this now

It’s gonna sink down into the low $2 if they keep farting around with this redomicle process.

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I am personally aware of several lab and plant trials that failed with Black Swan Graphene.

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This is a problem. Many companies have stopped looking at graphene, due to dispersion and clumping issues in previous tests. They have to be convinced to go through the process of testing again.

I don’t know if what this guy posted on X is accurate so TIFWIW but seems to have a lot of details related to redomicle process

LINK

I know this is a long thread and it appears nothing is going to change anytime soon except the stock price, so I’ll ask a what if

what if they’d remained a private company and only IPOd after they’d moved to Texas and after they’d assembled a minor backlog of orders? And in the meantime conducted private capital raises to fund their startup instead of relying at least in part on shareholder capital? And came out of the gate at maybe not a full sprint but at least had forward momentum?

that seems like a better plan to me. I’d pay 10-15x for forward revenue on something like that

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what if they’d remained a private company and only IPOd after they’d moved to Texas and after they’d assembled a minor backlog of orders?

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I mean, that could have been a strategy, but for the fact that they went public in 2021 in order to get capital to build Hyperion units, and they figured they would sell those. They never got any traction until Kjirstin Breure took over and they pivoted from selling Hyperions to selling the finished graphene product.

If they had waited until after they had a backlog of orders to do an IPO, there is no way on God's green earth that shares would be $3.

This is a numbers game. People got in early and are speculating that graphene could be the next big thing in the materials science arena. A lot of people got in at pennies per share and bought a lot of it for a modest investment. If you bought 100,000 shares for a $20K investment, would you sell if your investment was worth $300K, or wait to see if it goes to $10 million?

Now, if you waited until after the IPO in your scenario above, your $20K might get you 1,000 shares instead of 100,000. So if the stock goes up to $100/shr, you would have an $80k profit, not a $9.98 million dollar profit. Again, it's speculation, but it illustrates why it's worth holding on to.

Of course, the risk would be much lower, because a lot of the derisking events would already be done, but for someone who bought at 20 cents a share, the $3 bucks is already 15x, so they are still way ahead.

BTW - You can still do the same thing by waiting until all of those events have occurred before buying stock, but if they are redomiciled, listed on the NASDAQ, and have a backlog of orders, the stock will be $20/shr and not $3. But what if the DoW jumps in before the NASDAQ listing and puts in a 2,000 ton order? Then you'll be looking at $50/shr and the multiplier effect will be greatly reduced.

A lot of companies have taken many years before taking off. How many people were early investors in Nvidia that held on to them (on purpose)? If I had a dime for every person who said they invested in Nvidia 15 years ago and sold it after a year or two...

This HGRAF could have a similar outcome, only on a much shorter timeframe. I don't think it will take 15 years for us to figure out if HGRAF graphene is going to be life altering.

A quote From Reddit below from one of the 1% posters for HGRAF ….he attended the Advanced Materials show in Europe today and spoke with KB …at least he claims but seems legit

“Other things I found:
Redomicile will be done at the same time as NASDAQ uplisting very soon.
At least 30 customers will be announced very soon.
Tom's presentation was full; around 90% of seats were taken and a crowd was standing too. The most popular conference of any company throughout the show as I saw.”