re: Spec Play - HGRAF

quote:

---

To each their own, but this doesn't make a lot of sense to me. f your goal is to double your money, there are waaaaay more established companies to do that with.

---

I’m pretty sure I am just better by a lil b because we went down 8% today.

I was just looking at the ledge.

I got into this at around $1/share about 1 year ago. Based on that, I'm 350% ahead in my initial investment. However, I'm still a little bit disappointed, because things are taking longer than we expected. What has not changed though, is the steps being taken. Last fall, we were talking about EPA, NASDAQ, Institutional buyers, gas contract, production facility, huge contracts, and government grants/orders.

EPA and the gas contract are the only things that have happened. The others have either yet to happen, or, are in progress. It's the progress that has me still here.

I mentioned this a while back: Ignoring started this thread and pumped this company for a while and then he got a little down on the company for a while and was more critical. I was the opposite. I was more critical in the beginning, when it was just a story, and I am more positive now, than I ever have been. The story is playing out a little more slowly, but it is playing out the way we talked about last year.

As I see it, the only thing holding this stock back is demand and how long will it take that demand to materialize? Is the demand going to be there? If so, this is going to the moon. In so many companies, the profit margins need to be high in order to pay for the humongous capex needed to build factories, support the product, and all the bullshite that goes with being a multi-national corporation. This company has a transformational product, very little capex, extraordinary profit margins, potentially limitless TAM, and a product that is better by orders of magnitude than what their competition can produce. That takes away a lot of risk from financing, competition, profit margins, etc. And it's simple: they blow up Acetelyne gas to make graphene. They don't have to update any software, modernize the design, make it more fuel efficient, or any of that shite. They'll be doing it the same way in 10 years as they are today.

The drawback? Nobody knows how to use it yet, and we don't know how long it will take for people to figure it out. I won't get out until I know the answers to those questions.

If this stock goes back up to $8, it will probably be due to another milestone being checked off that list. If we get to that last box - large contracts inked - then the moon is in play, and Hydrograph could be a household name we'll be right there with all those people who invested in NVDA back in 2012...

quote:

---

This one has always been risky, but with the potential payout of being a 10x, 20x, 50x, etc. type of stock.

---

I had a long winded way of saying this.

This has always been risky, but they are successfully peeling back the layers of risk and the original Kevin Bambrough ending is still in play.

quote:

---

I wish I had invested at $1.

---

I wish I had invested more at a dollar.

If you ever look at the Discord thread on HGRAF, there are some people who have put every dime they have into HGRAF. Some have 1 million plus shares. They are a bunch of sunshine pumpers, but there is a lot of good knowledge over there, too.

quote:

---

here are some people who have put every dime they have into HGRAF

---

that's a lot of conviction.

One thing that I know I've mentioned before, is that we need to keep an eye out for Hyperion buildouts. Because of NDAs and such, they may not be able to disclose details of contracts, but I think they can and probably will disclose how many Hyperions they are building. If they are building 500, then we will know that they have POs that need to be fulfilled.

I think Kjirstin deliberately disclosed a low number when she discussed the buildout plans, along with the strategy of being able to scale up. Now, all she has to do is say, "We've signed a contract to build an additional 250 Hyperions, and we'll know that they have orders without actually knowing...