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re: Spec Play - HGRAF

Posted on 8/26/26 at 2:30 pm to
Posted by cgrand
HAMMOND
Member since Oct 2009
51292 posts
Posted on 8/26/26 at 2:30 pm to
and so do long positions especially when chasing. Over the longer time frames short positions underperform the market but “short” applies to both the investment and the time frame, and in short time frames a short position can produce significantly inflated gains over the market. Short vs long is not a value judgement one is not “better” or “smarter” than the other.

However if you or me the investor is long, it is counterproductive to lend those long shares to be bought short.
Posted by Dock Holiday
Member since Sep 2015
2084 posts
Posted on 8/26/26 at 3:18 pm to
quote:

it is counterproductive to lend those long shares to be bought short.


From my perspective, someone with a significant share count that will hold for a few years, the swings caused by "shorts" of today are simply noise on the way to where we believe it will be by 2030.

It's in no way counterproductive for me personally, it's actually a very productive source of passive income to be shared with my children in the form of short interest payments to me and ultimately passed to them.

Shares will come in and out of my account throughout the year on and off of being lent out and the cash deposited monthly feels like free money.
Posted by dstone12
Texan
Member since Jan 2007
41922 posts
Posted on 8/26/26 at 4:00 pm to
About how much can you make per year renting out on 20000 shares?
Posted by dkreller
Laffy
Member since Jan 2009
34474 posts
Posted on 8/26/26 at 7:13 pm to
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quote:

Business Development Director- Defense & Government

Preferred qualification: Active top secret access
This post was edited on 8/26/26 at 7:15 pm
Posted by dstone12
Texan
Member since Jan 2007
41922 posts
Posted on 8/27/26 at 7:16 am to
quote:

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Posted by PhifeDogg
Member since Mar 2006
6333 posts
Posted on 8/27/26 at 7:24 am to
Posted by dstone12
Texan
Member since Jan 2007
41922 posts
Posted on 8/27/26 at 7:37 am to
It does thank you.
Posted by Dock Holiday
Member since Sep 2015
2084 posts
Posted on 8/27/26 at 8:06 am to
quote:

About how much can you make per year renting out on 20000 shares?


I varies wildly based on stock price and interest rate.

Assuming static round numbers of $5 share price and 6% borrow rate you'd get $6,000 annually. It also assumes the shares are lent out 365 days.

Lots of assumptions to tell you don't rely on it for steady income, it's anything but steady, but I'll gladly take the shorts payments, as we climb the ladder to double digit share prices and beyond.
Posted by Rendevoustavern
Member since May 2018
1966 posts
Posted on 8/27/26 at 7:50 pm to
Q3 numbers LINK

$46k in Sales

($49,188) Gross Loss

$4,593,548 in total expenses

($4,459,089) Net Loss

($5,163,162) Comprehensive Loss

(0.01) EPS



Not surprising but I’m sure there will be a sell off for folks that don’t know the long game. The, continued, primary questions are going to be redomicile, uplist, and that first big revenue generating contract.


One simple perspective, they only need ~$20-25m to cover current opex is a pretty low bar from a gross revenue perspective.
Posted by Dock Holiday
Member since Sep 2015
2084 posts
Posted on 8/28/26 at 7:02 am to
One note I found in the filing, their tax auditor "resigned voluntarily due to the move to the US", that's now on record. They picked up another auditor immediately, Grant Thorton, a well known one.

They also formally state they believe contracts will be signed in 2026, that's now on record too, not just a PR interview.
Posted by supadave3
Houston, TX
Member since Dec 2005
32509 posts
Posted on 8/28/26 at 7:14 am to
quote:

They also formally state they believe contracts will be signed in 2026, that's now on record too, not just a PR interview.


I’ll call the doctor if it last more that four hours.


I may as well schedule the appointment now.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28371 posts
Posted on 8/28/26 at 8:14 am to
quote:

They also formally state they believe contracts will be signed in 2026, that's now on record too, not just a PR interview.


Wasn't this in the last filing, as well? If so, at least it's still there. I expect we may see smaller contracts in the beginning.

I think the big contracts with companies like a top 10 automaker are going to take more time - they cannot design cars using graphene unless they know for a fact that the graphene will be available and that HGRAF can successfully scale up to meet their demand. It would not surprise me if there are no really large contracts until after Bellville is up and running.

A smaller company like SPARC technologies has less to lose, and more to gain by creating a product that gives them the competitive advantage they need to increase market share. They also have less leverage and probably want to secure an order before the big dogs take up all the supply and create a backlog.

Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28371 posts
Posted on 8/28/26 at 11:15 am to
Well, I got banned from the HGRAF Discord...

Apparently, criticizing the moderator for being too quick to ban people can get you banned...
Posted by supadave3
Houston, TX
Member since Dec 2005
32509 posts
Posted on 8/28/26 at 11:18 am to
quote:

Apparently, criticizing the moderator for being too quick to ban people can get you banned...


Well damn. I was never allowed back in after my horrific mistake of sending a friend request to a few wuality posters .

The don’t mess around over there.
This post was edited on 8/28/26 at 11:20 am
Posted by americanlsufan
Member since Jan 2013
827 posts
Posted on 8/28/26 at 11:56 am to
You was big Jim?
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28371 posts
Posted on 8/28/26 at 12:02 pm to
quote:

You was big Jim?


Yep. They tossed me. I just told Mike that he might be a little quick on the trigger and that he should try to deescalate disagreements and give people a chance to breath deeply and count to 10. Apparently, that is not a good thing to do...

I said that after he tossed that guy Lex.

ETA - I didn't agree with Lex much, but I thought some of the folks in there escalated things by piling on and didn't give him a chance to settle down.

What did they say after I was given the thumb?



This post was edited on 8/28/26 at 12:07 pm
Posted by AUin02
Member since Jan 2012
4639 posts
Posted on 8/28/26 at 12:22 pm to
We're all so used to TD I think where moderation is really hands off lol.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28371 posts
Posted on 8/28/26 at 12:32 pm to
quote:

We're all so used to TD I think where moderation is really hands off lol.


That is a perfect example. We have disagreements on TD, and the moderators just let it slide and things go back to normal. Most of the time, doing nothing is the best thing to do. Just let disputes end organically.

If the moderators jumped in on every disagreement, then you would have arguments over the disagreements and how they should have been handled and whose fault it was...

Moderators should be seen and not heard...
Posted by Dock Holiday
Member since Sep 2015
2084 posts
Posted on 8/28/26 at 1:13 pm to
quote:

We have disagreements on TD, and the moderators just let it slide and things go back to normal.


750 members (Discord)
>290,000 members (TD)

The Discord can be micromanaged TD cannot.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28371 posts
Posted on 8/28/26 at 1:18 pm to
quote:

The Discord can be micromanaged TD cannot.


Doesn't change the point. TD shows that you do not need to micromanage. If someone is a problem, they will get reported and the moderators will ban them. Even in TD. The moderators don't need to be in every discussion to settle every argument.

FWIW, I wasn't in the argument. I stood up for a guy who is arguably an a-hole, but he posted something negative about the HGRAF executive team got banned. I told the moderator that I thought he was too trigger happy, and should have let things settle down, and that more diversity of opinions is good.

He didn't like me questioning him.
This post was edited on 8/28/26 at 1:22 pm
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