re: Spec Play - HGRAF

Seems like it usually happens before a drop, imo.

How much are you earning per share in these loans?

I have no idea how that works. I’m sure I have to enroll or qualify somehow.

This is a discussion on X about Hydrograph having a NCAGE code which is NATO procurements.

X HRAPH Investors

"Why is this code essential?
Unlocks U.S. Defense Procurement: Obtaining an NCAGE code is a mandatory prerequisite for registering in the U.S. government's SAM (System for Award Management). Without it, non-U.S. entities or foreign parent-linked subsidiaries cannot bid on or receive U.S. federal or defense contracts."



What Does This LDA Registration Mean for HydroGraph?

HGRAPH Invesotrs on X

- Client: HydroGraph USA, Inc.

- Registrant (Lobbying Firm): Covenant Government Affairs, LLC (A D.C. firm specializing in government affairs, defense, national security, and public policy).

- Billing Activity: After initial registration in October 2025 (Q3 report filed as No Activity), HydroGraph has maintained a consistent retainer of $30,000 USD per quarter starting in Q4 2025 through Q2 2026.

Why This Matters for Investors:

- Direct Access to U.S. Federal Agencies: Retaining a dedicated D.C. advocacy firm is standard procedure for companies pushing to open doors at the Pentagon, U.S. Department of Defense (DoD), Department of Energy (DoE), and key congressional committees.

- Backing Up the Defense Strategy: Combined with their active NCAGE Code, this confirms HydroGraph is actively working Capitol Hill and federal channels to position its high-purity graphene as a strategic/sovereign critical material for U.S. defense supply chains.

- Serious, Sustained Commitment: The continuous quarterly filings throughout 2026 demonstrate ongoing, active engagement with decision-makers in Washington.

It means that the the Pentegon and NATO are buying small amounts of HG graphene. Looks like a total of $90,000.. it’s a small amount but Hydorgraph is listed as an approved active vendor to the the US and NATO.

Yes it’s good. For now.

Apparently the CEO exercised around a quarter million stock options a day or two ago. Good sign.

quote:

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0.25 per share.

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quote:

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a quarter million stock options

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Damn, wonder what color lambo she got.

But I’m somewhat curious if this is related to the re domicile/uplisting. I wonder if the option only can be exercised on the Canadian exchange and then ported to the US exchange. Re: she has to own the shares or else they go worthless. I also don’t know how many remaining options she has so she just might be getting a new lambo or down payment on a pad in ATX.