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Started By
Message
re: Spec Play - HGRAF
Posted on 7/14/26 at 9:48 am to supadave3
Posted on 7/14/26 at 9:48 am to supadave3
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 on 7/14/26 at 9:56 am to Jax-Tiger
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 on 7/14/26 at 10:02 am to DoomGuy504
quote:Ouch
Well I sold at $3 so this is to be expected
Literally the very next day. This is why I'm afraid to sell anything.
Posted on 7/14/26 at 10:08 am to NaturalBeam
Nice to see our old friend, $4, again 
Posted on 7/14/26 at 10:11 am to NaturalBeam
Is there some news people know that we don't? Up almost $1
Posted on 7/14/26 at 10:14 am to igoringa
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 on 7/14/26 at 10:28 am to Neauxla
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 on 7/14/26 at 10:31 am to DoomGuy504
quote:Thank you for your service.
Well I sold at $3 so this is to be expected
Posted on 7/14/26 at 10:36 am to Neauxla
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 on 7/14/26 at 10:44 am to supadave3
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 on 7/14/26 at 10:47 am to DoomGuy504
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 on 7/14/26 at 11:27 am to Jax-Tiger
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 on 7/14/26 at 11:29 am to Jax-Tiger
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 on 7/14/26 at 11:59 am to igoringa
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 on 7/14/26 at 12:24 pm to Jax-Tiger
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 on 7/14/26 at 3:13 pm to Jax-Tiger
Did anyone notice this little nugget in the press release?
So HGRAF has a new US subsidiary?!?!?!?!?!?!?!?!?!?!
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 on 7/14/26 at 3:36 pm to Jax-Tiger
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.
This is not, I repeat, not Kjirsten hinting at anything.
Posted on 7/14/26 at 3:41 pm to Jax-Tiger
The rare triple post...
This post was edited on 7/14/26 at 4:27 pm
Posted on 7/14/26 at 3:42 pm to Jax-Tiger
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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