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Message

re: Spec Play - HGRAF

Posted on 7/14/26 at 9:48 am to
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28152 posts
Posted on 7/14/26 at 9:48 am to
quote:

There are still a lot of X posters trying to tag it as a pump and dump but this should end that.

I”m 100% that the company is legit. Can they execute and reach the high expectations? Only time will tell.


The naysayers will say that HGRAF graphene is not any better than anybody else's. They won't go away.

But yes, this is a legit business. My concerns are now that the production predictions are relatively low. We were told that they were working with customers who would order 1000+ tons.

Here's how I see it going. I think the initial numbers are to meet the demand for contracts already in hand. I think that once they get redomiciled and listed on the NASDAQ, they can make periodic announcements about significant new customer POs that require them to build more Hyperions.

Every time they announce a new contract, the stock price will go up to reflect the new revenue. Once listed on NASDAQ, the contracts should create some volatility, as people try to figure out how to do a valuation on a company that is kind of a unicorn.
Posted by igoringa
South Mississippi
Member since Jun 2007
12462 posts
Posted on 7/14/26 at 9:56 am to
quote:

My concerns are now that the production predictions are relatively low. We were told that they were working with customers who would order 1000+ tons.


I am with you - they will need that in a conversation or the like at some point. The PR seems to suggest the site maxes out at 800 tonnes. The bull case is that will be woefully inadequate so more color on expansion beyond that (in due time ofcourse) will be helpful.
Posted by NaturalBeam
Member since Sep 2007
15030 posts
Posted on 7/14/26 at 10:02 am to
quote:

Well I sold at $3 so this is to be expected
Ouch

Literally the very next day. This is why I'm afraid to sell anything.
Posted by NaturalBeam
Member since Sep 2007
15030 posts
Posted on 7/14/26 at 10:08 am to
Nice to see our old friend, $4, again
Posted by Neauxla
New Orleans
Member since Feb 2008
34720 posts
Posted on 7/14/26 at 10:11 am to
Is there some news people know that we don't? Up almost $1
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20509 posts
Posted on 7/14/26 at 10:14 am to
quote:

targeted production capacity of up to approximately 360 tons per year of HydroGraph’s ultra-pure Fractal Graphene™ once fully provisioned with Hyperion Reactors. The site will support post processing, inventory and distribution needs. The site is designed to support future expansion as market demand grows, with total capacity expected to exceed 750 tons per year over time within approximately 80,000 square feet of covered space.


I’ll take it!

This is better than overbuilding initially and indicates there is anticipated demand. Also, 1000 ton orders would almost certainly be multi year agreements.
This post was edited on 7/14/26 at 10:22 am
Posted by Snoopy04
Republic of Texas
Member since Aug 2015
3317 posts
Posted on 7/14/26 at 10:22 am to
Posted by supadave3
Houston, TX
Member since Dec 2005
32347 posts
Posted on 7/14/26 at 10:28 am to
quote:

Is there some news people know that we don't? Up almost $1


See above: 10 year acetylene contract signed with Western.
This post was edited on 7/14/26 at 10:29 am
Posted by Neauxla
New Orleans
Member since Feb 2008
34720 posts
Posted on 7/14/26 at 10:31 am to
quote:

Well I sold at $3 so this is to be expected
Thank you for your service.
Posted by supadave3
Houston, TX
Member since Dec 2005
32347 posts
Posted on 7/14/26 at 10:36 am to
quote:

Thank you for your service.


Someone had to do it, may as well be him. ;)

I’ve wanted to swing both this and OUST but entirely too scared of being in his shoes. Damn near every time I attempt to swing I ended up with a bag’s no shares at all.
This post was edited on 7/14/26 at 10:38 am
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28152 posts
Posted on 7/14/26 at 10:44 am to
quote:

Can they execute and reach the high expectations? Only time will tell.


Unlike traditional mining companies, HGRAF can make as much graphene as they need, any time they want it.

All we have to do is keep an eye on the number of Hyperions they are building. We don't have to keep our fingers crossed that their exploration capex pays off.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28152 posts
Posted on 7/14/26 at 10:47 am to
quote:

Well I sold at $3 so this is to be expected


For future reference, HGRAF usually release news on Tuesday morning. Monday afternoon is a bad time to sell, as it's doubtful that they will announce anything that will lead to the stock going DOWN.

Having said that, are you getting back in?
Posted by DoomGuy504
Member since May 2024
537 posts
Posted on 7/14/26 at 11:27 am to
quote:

Having said that, are you getting back in?



It would have to drop into the $2s. Got in around $1 so this is just one of those where you shrug and say "I won but could have won more" but that thought process is a waste.

I do like the company but this was strictly "gambling" money. I usually pick 1 or 2 stocks a year for fun. This one was very fun. So I'll put more money in the gambling pot and check in on this one every few months.

I'll follow along because this thing could be big...I just really didn't think the $3 limit was going to hit.
Posted by DoomGuy504
Member since May 2024
537 posts
Posted on 7/14/26 at 11:29 am to
quote:

Monday afternoon is a bad time to sell


This made me think of the wedding singer scene

Things that could have been brought up YESTERDAY!
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28152 posts
Posted on 7/14/26 at 11:59 am to
quote:

I am with you - they will need that in a conversation or the like at some point. The PR seems to suggest the site maxes out at 800 tonnes. The bull case is that will be woefully inadequate so more color on expansion beyond that (in due time ofcourse) will be helpful.


I think they have been burned by overly optimistic announcements in the past and are probably being very conservative. I think at this point, they have more arrows in the quiver and can make their shareholders happy without giving out best case scenario announcements.

I'm kind of surprised that they came out with this, now, because I was resigned to it waiting until the NASDAQ listing, which I thought was going to be in a couple of months. Of course, I am probably wrong and it will be announced next week.

I think the big mover will be contracts, so I'm anxious to see what customers they already have signatures from, and for how much. That being said, ONE 1000+ ton customer is going to send this stock to the moon.
This post was edited on 7/14/26 at 12:10 pm
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28152 posts
Posted on 7/14/26 at 12:24 pm to
NBIS is determined to make me red for the day and HGRAF is keeping me above water. We'll see where we end up...
Posted by Rendevoustavern
Member since May 2018
1943 posts
Posted on 7/14/26 at 3:13 pm to
Did anyone notice this little nugget in the press release?


quote:

AUSTIN, Texas, July 14, 2026 (GLOBE NEWSWIRE) -- HydroGraph Clean Power Inc. (CSE: HG) (OTCQB: HGRAF) (“HydroGraph” or the “Company”) today announced that its U.S. subsidiary, HydroGraph USA Inc.,



So HGRAF has a new US subsidiary?!?!?!?!?!?!?!?!?!?!
Posted by Hangit
The Green Swamp
Member since Aug 2014
47413 posts
Posted on 7/14/26 at 3:36 pm to
The vests sold to the US military are supposed to be even more bulletproof with graphene in the material. This doesn't count coating personnel carriers, drones, etc. This finna get cray.

This is not, I repeat, not Kjirsten hinting at anything.



Posted by Hangit
The Green Swamp
Member since Aug 2014
47413 posts
Posted on 7/14/26 at 3:41 pm to
The rare triple post...
This post was edited on 7/14/26 at 4:27 pm
Posted by Hangit
The Green Swamp
Member since Aug 2014
47413 posts
Posted on 7/14/26 at 3:42 pm to
Up $.54 today. The day they announce redomicile is complete will be yuge.
This post was edited on 7/14/26 at 4:26 pm
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