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Message
re: Spec Play - HGRAF
Posted on 7/23/26 at 2:05 pm to igoringa
Posted on 7/23/26 at 2:05 pm to igoringa
Listen to Kristen update call from last week
She gives an empathic “yes!” that govt grant money is on the way.
So in one weeks time we’re to believe something has changed fundamentally in her answer??
I am not buying that negative sentiment
She gives an empathic “yes!” that govt grant money is on the way.
So in one weeks time we’re to believe something has changed fundamentally in her answer??
I am not buying that negative sentiment
3
Posted on 7/23/26 at 2:33 pm to masoncj
I think a government grant/contract would be much better if it came AFTER NASDAQ listing and a few small/medium contracts.
Posted on 7/23/26 at 2:46 pm to masoncj
quote:
Listen to Kristen update call from last week
She gives an empathic “yes!” that govt grant money is on the way.
So in one weeks time we’re to believe something has changed fundamentally in her answer??
I am not buying that negative sentiment
To play devils advocate, why wouldn't she say yes? She gives no details, so if it doesn't pan out she can say they pivoted elsewhere and if it does then great
Posted on 7/23/26 at 3:13 pm to masoncj
quote:
She gives an empathic “yes!” that govt grant money is on the way.
and I hope it is. But what exactly was the point of this press release?
again, I completely hope it's awkward wording for good news.
As for the emphatic yes - it is now been over a year where there have been explicit deadlines and timing by management communicated emphatically, and that has not showed high correlation to what is actually occurred. Don't get me wrong. I haven't sold a share. I'm still in as much as possible, but I have to be balanced about it. I'm actually violating some of my base investing rules with this one. Shortly after I brought this one to the board, you can see messages where I effectively say I'm gonna give it to October for the revenue contracts up list, etc. which was after the promised dates and yes' from the CEO. That was October 2025.
So a yes, from the CEO without a show me does not have the sticking power for me that it did the first time.
Edit: do not get me wrong. I'm still bullish. I'm still holding and still look at this as my big binary bet. but today I saw a press release where the company is saying we think the government should do A, B and C - where she has already publicly stated the government is going to do that.... that they already are moving towards these things. It just seems bizarre to me.
This post was edited on 7/23/26 at 6:13 pm
Posted on 7/23/26 at 6:51 pm to igoringa
Actually giving them a grant and listing graphine as a critical mineral are two different things.
So we still good IMO.
Grant is on the way unless she bold faced lied which I highly doubt.
So we still good IMO.
Grant is on the way unless she bold faced lied which I highly doubt.
Posted on 7/23/26 at 9:35 pm to Guntoter1
quote:
Actually giving them a grant and listing graphine as a critical mineral are two different things.
So we still good IMO.
Grant is on the way unless she bold faced lied which I highly doubt.
They have to be an American company before they can get those military grants. Today, they are a Canadian company. They have to file with the Canadian SEDAR, then get a court date to begin the redomicile process.
They have not filed.
The redomicile and uplist should happen almost simultaneously.
Posted on 7/24/26 at 6:19 am to igoringa
I did some digging and found that two graphite companies (Focus Graphite and Graphite One) issued very similar press releases yesterday. I see that as a coordinated industry effort rather than coincidence.
The White House Executive Order on July 20th is likely the trigger. The Executive Order appears to have given companies in this space an opportunity to publicly demonstrate how they fit into U.S. critical materials and defense priorities.
HGRAF specifically asked for graphene to be designated as a critical material under the Defense Production Act. That’s a fairly specific policy request.
Companies don’t usually ask for something that specific unless they believe there’s at least a realistic chance policymakers will consider it.
Something bigger may be happening at the policy level than we aren’t privy to.
The White House Executive Order on July 20th is likely the trigger. The Executive Order appears to have given companies in this space an opportunity to publicly demonstrate how they fit into U.S. critical materials and defense priorities.
HGRAF specifically asked for graphene to be designated as a critical material under the Defense Production Act. That’s a fairly specific policy request.
Companies don’t usually ask for something that specific unless they believe there’s at least a realistic chance policymakers will consider it.
Something bigger may be happening at the policy level than we aren’t privy to.
Posted on 7/24/26 at 7:46 am to igoringa
quote:
So a yes, from the CEO without a show me does not have the sticking power for me that it did the first time.
Interestingly, I was much more skeptical than you on this last fall. Now, I am more bullish.
Jensen Huang was a rookie CEO who almost bankrupted Nvidia on multiple occasions. He learned and grew into his role just fine. Kjirstin Breure may not be a Jensen Huang, but she is also learning. I was encouraged by her conservative growth estimates, even as others were mortified. I think she has handled herself much better recently, in terms of expectations.
If this stock goes to $50 by the end of 2028, it will be a better investment than NBIS, for me (unless NBIS hit's $1000+ by 2028). I think we were all enamored with Kevin Bambrough's prediction that it would hit $50 by the end of 2026, and that was probably the source of my skepticism, because it seems too good to be true. Fifty by the end of 2028 seems like a failure, now, based on initial projections. If you think about it in terms of an investment, 50x is a great investment for 2.5 years.
The closer we get to go-live, the more "real" this is getting. Everything isn't just theoretical, anymore. They have real customers, now, and are building a production facility. That derisks this for me. I like it because we are at, or close to, the floor.
The problem now isn't the product. It's creating a demand for the product to be used in ways where it has never been used before. Ways that nobody ever even thought possible.
In my opinion, the risk isn't whether or not they can make the product, but whether or not anybody wants it. I think the demand will be there, just not on Kevin Bambrough's timeline.
They can scale up as fast as they want, but this graphene takes a lot of room to store and unless they have customers, they shouldn't get too far over their skis on the buildout.
ETA: My hope is that it will hit $50 well before the end of 2028. One big contract and/or a government grant could do that in 2027, easily.
This post was edited on 7/24/26 at 8:10 am
Posted on 7/24/26 at 8:06 am to Jax-Tiger
It's not just Kjirstin's more measured expectations that give me more confidence that the company is being managed properly. There are other things, as well.
For one, the senior management team is relocating to Austin, including Dr. Sorenson, who I thought would stay in Manhattan, KS because he is 80 years old and has resided there for 50 years.
Their recent hires have been experienced people in the industry who are taking equity in lieu of high salaries. That shows belief in the company.
Kjirstin Breure has downplayed growth in her statements, while emphasizing that they can scale up quickly to meet demand. That seems to be exactly what she should be doing, as opposed to predicting that they will sign up multiple customers who require 1000's of pounds of graphene. We do not know if and when that will happen. That is the gamble at this point.
I think Kevin Bambrough has done a great job of promoting graphene and cheerleading for Hydrograph, but I think he is part of the problem in setting unrealistic expectations. Expectations that I'm sure Kjirstin has felt like she needed to meet - especially since Kevin has been helping her get face time with government officials that could help move this along.
I'm not saying that Kjirstin is the perfect person for this job. Obviously, when you are a floundering company with a stock price of $0.08/share, you don't have a lot of options. You probably have to choose between an inexperienced newcomer with a vision, or a retread who's failed multiple times before. I personally think Kjirstin is doing fine. Not perfect, but given where the company was before she took over and where it is now, she's on the right track.
Again, if this goes to $50/share in 3 more years or 1 year, it will have been a great investment for me.
FWIW - I have thought for a long time that this company would be acquired by a bigger fish within a year or so of me investing. I was just hoping for a good price on the buyout. I still think there is a good chance of that, but I'm thinking that they may take this across the finish line, themselves.
For one, the senior management team is relocating to Austin, including Dr. Sorenson, who I thought would stay in Manhattan, KS because he is 80 years old and has resided there for 50 years.
Their recent hires have been experienced people in the industry who are taking equity in lieu of high salaries. That shows belief in the company.
Kjirstin Breure has downplayed growth in her statements, while emphasizing that they can scale up quickly to meet demand. That seems to be exactly what she should be doing, as opposed to predicting that they will sign up multiple customers who require 1000's of pounds of graphene. We do not know if and when that will happen. That is the gamble at this point.
I think Kevin Bambrough has done a great job of promoting graphene and cheerleading for Hydrograph, but I think he is part of the problem in setting unrealistic expectations. Expectations that I'm sure Kjirstin has felt like she needed to meet - especially since Kevin has been helping her get face time with government officials that could help move this along.
I'm not saying that Kjirstin is the perfect person for this job. Obviously, when you are a floundering company with a stock price of $0.08/share, you don't have a lot of options. You probably have to choose between an inexperienced newcomer with a vision, or a retread who's failed multiple times before. I personally think Kjirstin is doing fine. Not perfect, but given where the company was before she took over and where it is now, she's on the right track.
Again, if this goes to $50/share in 3 more years or 1 year, it will have been a great investment for me.
FWIW - I have thought for a long time that this company would be acquired by a bigger fish within a year or so of me investing. I was just hoping for a good price on the buyout. I still think there is a good chance of that, but I'm thinking that they may take this across the finish line, themselves.
Posted on 7/24/26 at 10:51 am to Hangit
quote:
They have not filed
WTF
This requires an explaination.
The absence of one is inexplicable.
Posted on 7/24/26 at 11:01 am to Guntoter1
quote:
This requires an explaination.
The absence of one is inexplicable.
I have heard a number of conflicting reports. I've heard that they need the redomicile to get grants and that they don't need a redomicile to get grants. I've heard that it's all about negotiating taxes and that taxes have nothing to do with it. I was told that they can't build the factory until they finish redomicile because it would be a taxable asset, and yet they are building it. I've heard a lot of reasons about this that or the other. The problem is that none of us know what is going on.
If it were as simple as filling out paperwork, then they would have done it by now. Could be out of their control, or it could be that they are delaying it on purpose.
I think they want these things (redomicile, NASDAQ, customer POs, and factory buildout) to happen in a specific order and in relative proximity to each other in order to make this company as expensive as they can.
Posted on 7/24/26 at 11:10 am to Guntoter1
quote:
This requires an explaination.
I searched through their filings and could not find it. I thought it was me so i had AI search. It confirmed it.
Just to be sure, I just asked AI again if HGRAF has filed for Redomicile yet, in SEDAR.
No, HydroGraph Clean Power Inc. ($HGRAF) has not yet started or filed the formal core process for its U.S. redomiciling on SEDAR+. While preparatory steps, filings like short-form base shelf prospectuses, and strategic discussions have taken place, the formal legal proceedings (such as shareholder votes and court approvals) for the redomicile have not yet commenced.
What are they waiting for?
HydroGraph Clean Power Inc. is navigating a delicate balancing act between regulatory strategy, physical infrastructure setup, and U.S. federal contract positioning. Management is timing the official filing around specific tactical advantages rather than rushing it through.The primary factors dictating the timeline include:1. Capitalizing on the MJDS Listing LoopholeThe Strategy: HydroGraph recently filed a standard Canadian NI 44-101 base shelf prospectus on SEDAR+.The Catch: Keeping its Canadian corporate identity allows the company to use the Multi-Jurisdictional Disclosure System (MJDS). This makes a Nasdaq uplisting significantly faster and cheaper.The Delay: Moving forward with a formal U.S. redomicile immediately would disqualify HydroGraph from using the MJDS approach. They are preserving this optionality while optimizing their capital-raising framework.2. Finalizing Texas Physical OperationsThe Facility: The company just signed a long-term acetylene gas supply agreement and land lease with Western International Gas & Cylinders for its first major U.S. plant in Bellville, Texas.The Alignment: Legal corporate migration is far smoother when mapped to concrete, operational physical infrastructure in the target country. Management is aligning the legal paperwork with the ground-breaking timeline in Texas.3. Positioning for U.S. Federal ContractsThe Objective: HydroGraph is expanding its focus on U.S. national security and defense applications, lobbying to have graphene designated as a U.S. critical material.The Sequencing: Moving a corporate headquarters is a strong bargaining chip for domestic supply-chain contracts. Management appears to be timing the final redomicile to coincide with material U.S. government contract signals or funding awards.Summary of What Happens NextA formal filing on SEDAR+ requires a management information circular, shareholder votes, and Canadian court approval. Management continues to reassure investors during corporate update calls that the uplisting and redomicile remain core objectives. They are simply ordering the steps to maximize capital access and minimize SEC friction.
Posted on 7/24/26 at 11:16 am to Hangit
Didn't Hydrograph start a wholly owned USA subsidiary? I thought I read it was to get around the "exist fee" bit would that also qualify then for US government business.
Posted on 7/24/26 at 12:50 pm to Swazla
After all I wrote, above, I really don't expect much to happen until fall.
Posted on 7/24/26 at 1:13 pm to Hangit
Can someone remind me why they decided to domicile in Canada to start with?
Was it the thought they would get more traction because of all the mining and natural resource market up there.
Hind sights 2020 but man I bet they wish they had that decision back.
Was it the thought they would get more traction because of all the mining and natural resource market up there.
Hind sights 2020 but man I bet they wish they had that decision back.
Posted on 7/24/26 at 1:44 pm to masoncj
I don't know, but maybe for access to government resources. Probably a lot to do with the cost AND criteria for getting listed.
I don't know if this has been posted, but Hydrograph is one of the largest companies on the CSE, which is much smaller than the TSX (Toronto Stock exchange.
I don't know if this has been posted, but Hydrograph is one of the largest companies on the CSE, which is much smaller than the TSX (Toronto Stock exchange.
Posted on 7/24/26 at 6:45 pm to masoncj
quote:
Can someone remind me why they decided to domicile in Canada to start with?
They are all Canadian and all lived in the Vancouver area. The original plan was to introduce Hyperion's and the tech to the world, then sell units to whoever wanted to buy one, internationally. For whatever reason, the founder and CEO left.
The Nordic princess took over, started setting a new course, organizing, and pulling a world class team together. Nothing moves in qualifying time. They are birthing a beast. They just asked for clean towels and hot water. It will Bee bop up. It will Bee bop down. But in aboot 6-10 weeks, it will start to fatten up. Howyouluhdah?
Here she is with a MS state senator that is head of the state Senate Energy Committee, at Maralago, in Florida.
Posted on 7/25/26 at 6:31 am to masoncj
quote:
Can someone remind me why they decided to domicile in Canada to start with?
so I'll answer this in a couple parts. Starting from the hydrograph side, the good doctor once he made his discovery started getting interest from various parties. In an interview, he noted that most of them though came from Asia and he didn't want control to fall to them. But then this business team from Vancouver came down and presented him a plan and vision to use the product.. he agreed to go with them and keep it in North America. It was not a conscious decision to go to Canada per se for any benefit - that is simply where the business team was from.
Now part two is why is there such a random business team in Vancouver? Well, Vancouver has a disproportionate number of shell and microcap Promoter types. It is the legacy from the days of the Vancouver stock exchange, which was a highly speculative junior mining exchange in effect. It drew a lot a very interesting characters and built an entire industry of promotion and small company transactions. That is where I started my career and honestly I have a general rule that avoid companies with Vancouver connections like that because the history is so poor. In this case and a rare few others, I really enhance the due diligence to make sure I was comfortable with the Vancouver connections. In the case of hydrograph, the fact, the technology was based out of Kansas and legitimate and the old management who was part of a consortium known for pump and dump bullshite was pretty much on the way out.
So that is why I got comfortable and that is the random reason they're domicile in Canada. Of course nobody would foresee the domicile issue. We are seeing today..
note: apologize for typos or broken language. I'm using a speech feature into my phone since tiger droppings Internet access is blocked in Hong Kong, which is where I am right now. .
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