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re: Spec Play - HGRAF

Posted on 9/4/26 at 2:12 pm to
Posted by igoringa
South Mississippi
Member since Jun 2007
12506 posts
Posted on 9/4/26 at 2:12 pm to
Somebody moved the market this afternoon getting out. Slightly elevated volume in any direction and this thing moves. Holding long and strong
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28369 posts
Posted on 9/4/26 at 2:20 pm to
I figured that, two. I bought 5000 shares at $3.84. I said I wouldn't buy anymore, and Ill probably dump them if it spikes in the next month.
Posted by bobaftt1212
Hills of TN
Member since Mar 2013
1428 posts
Posted on 9/4/26 at 3:31 pm to
guilty too. I bought 1500 shares
Posted by TigerDoug
Lees Summit
Member since Mar 2017
876 posts
Posted on 9/4/26 at 4:33 pm to
limited funds but couldn't resist. another 400 shares
Posted by Hangit
The Green Swamp
Member since Aug 2014
48053 posts
Posted on 9/6/26 at 8:11 am to
I bought a big chunk, said it was enough, then bought 2500 more at $4.92 last Feb. My first chunk had a birthday last Friday.

That makes it a long-term hold, for taxes. Now, the date of record for voting rights is next Friday, 11th. The vote is late October, then this thing can roll, like LSU over Clempson.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28369 posts
Posted on 9/7/26 at 5:33 am to
I think people look at it like they can move their money now and buy back in around Oct 25th. I think that could be dangerous. Ther is nothing that could prevent HGRAF from announcing a contract, announcing a new contract, or the governnment announcing that graphene is a critical material...
Posted by supadave3
Houston, TX
Member since Dec 2005
32509 posts
Posted on 9/7/26 at 8:05 am to
quote:

think that could be dangerous. Ther is nothing that could prevent HGRAF from announcing a contract, announcing a new contract, or the governnment announcing that graphene is a critical material...


I’m sure not taking this chance.

I can’t stop now
I’ve traveled so far
To see these lowly funds….

I wanna know what cash is.
I want HGRAF to show me.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28369 posts
Posted on 9/8/26 at 11:42 am to
quote:

I wanna know what cash is.
I want HGRAF to show me.


They have to get the redomicile over with because Uncle Sam don't want to give money to a Foreigner.
Posted by TigerDoug
Lees Summit
Member since Mar 2017
876 posts
Posted on 9/8/26 at 12:10 pm to
quote:

They have to get the redomicile over with because Uncle Sam don't want to give money to a Foreigner.


I see what you two did there. Stop playing "Head Games".
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28369 posts
Posted on 9/8/26 at 12:31 pm to
Too late. The Damage Is Done...
Posted by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
4005 posts
Posted on 9/8/26 at 1:39 pm to
This stock's staying Cold as Ice while we wait for redomicile news.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20826 posts
Posted on 9/8/26 at 2:06 pm to
Can’t be too Urgent with seeing returns. This will take time.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28369 posts
Posted on 9/8/26 at 2:13 pm to
Well I miss my money,
A little more every day...
Posted by Swazla
Member since Jul 2016
2014 posts
Posted on 9/8/26 at 4:37 pm to
If Hydrograph was intended to be a disruptive start up it seems like:

1) You plan and structure yourself to move very quickly and decisively so you can be disruptive. This includes know the markets and lead times.

2) You capitalize the company to achieve everything in number 1.

I don’t think Hydtograf has done this. Probably because the situations of the moments and the realities at hand.

But, as the old philosopher once said: It is what it is.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28369 posts
Posted on 9/8/26 at 6:15 pm to
I'm not sure graphene is going to be disruptive.

By disruptive, you usually refer to radically changing how businesses or people operate. The cell phone, for example was disruptive - it changed how people used the phone, it changed the carriers we used, and it evolved into the smartphone, which was also disruptive.

Graphene is more of an ingredient that products will use. The people using it won't even realize that it is there, for the most part. Sure, things will be stronger and lighter, but the functionality of most things that graphene is used in won't change. Concrete, paint, batteries, etc.

Having said that, cell phones came out in the 80's, but it took until the 2000's for them to reach the point where they could be used by regular people. It wasn't the phone technology, it was the networks that had to be built and scaled to handle millions of users.

A lot of disruptive products took a while to get going, for one reason or the other, and graphene is no different. HGRAF didn't invent it - it's been around since the early 2000's. I think once it get's going, it will snowball.

You can manufacture as much graphene as you want, but without customers, that doesn't make sense. The problem with this product is that most companies either don't know how it can help them, or haven't done the testing to verify that it will work for them.

They keep referring to a "top 10 auto manufacturer" as one of their first customers. I don't know what that means. Maybe they will use graphene infused paint in 2027. It might be 2029 before they put graphene in the plastics to make them stronger. And maybe 2030 before they are ready to put it in their batteries. Of course, they may be doing all of those things at once in their 2029 Ford Excuse Hybrid redesign with a Briggs and Stratton 4-stroke engine and solar panels.

Plastic was a distruptive product fairly quickly, but it took a long time to go from cellophane wrap to plastic soda bottles. Graphene will be more like plastic, in my opinion, in that it will take a long time to discover all of the use cases for it. It is not a singular purpose invention.

While it seems that they are going slow, I think they are trying to synch up the legal administrative, and manufacturing processes with demand. We have not heard that the demand for 1000s of tons is there, yet, so why would they bother building a facility that can make 1000s of tons? They seem to be timing it so that redomiciling, NASDAQ listing, manufacturing capabilities, new contracts, and hopefully a government program all come together in the same timeframe.

In the meantime, they can handle small contracts out of the Austin facility. I expect they might announce a 10 ton order if they feel they need to.

ETA: The hope is that they get 2000 tons of orders by Spring and they start plans to scale up their production before stage 1 is up and running...
This post was edited on 9/8/26 at 9:18 pm
Posted by masoncj
Atlanta
Member since Jun 2023
899 posts
Posted on 9/9/26 at 8:20 am to
More FUD on X than I have seen in some time.

Like I said it’s gonna feel like forever until the end of October
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28369 posts
Posted on 9/9/26 at 10:20 am to
Saw that. IMO, HGRAF is probably sitting on some announcements that they could release, like the break ground date or a small contract. They may do that in order to stop the bleeding.

I think you have a lot of people selling now, figuring They can make money elsewhere for now and jump back into HGTSG sometime right before 10/29.

The thing is, if HGRAF decides to announce a contract between now and then, or decides to announce the NASDAQ listing, this stock could go to 20-30 percent, overnight. Thats 20-30 percent fewer shares they can aquire back without coming up with more cash.
This post was edited on 9/9/26 at 10:24 am
Posted by MrLSU
Yellowstone, Val d'isere
Member since Jan 2004
30204 posts
Posted on 9/9/26 at 11:55 am to
The stock market has been down this week and HGRAF is trading on light volume even though its down about 9% over the last week. I doubled my holdings yesterday at 3.90 partially based on the announcement that MNP (their Canadian auditor who only operates in Canada) resigned as their auditor as they begin the process to redomicile to their new corporate HQ to Austin which was already announced but more importantly I believe the stock is being intentionally shorted right now so that they can come back in and buy at a low price point before it starts to pop on Friday afternoon.

They also established a lot of credibility with me when they hired Grant Thornton as the new auditor for the transition from Canada to the US.

I'm betting that the price will jump much higher this weekend (after hours on Friday at the earliest and at the latest mid-week next week) when their full circular report comes out publicly on SEDAR. For those of you who don't know a full circular is the first detailed public write-up of the corporate structure, business rationale, associated risks, costs, and required approval process (timing). It provides a lot of information including some that has not been made public before. I could be wrong but if it swings the way I'm thinking it will be a large boost to my portfolio.

Posted by dstone12
Texan
Member since Jan 2007
41921 posts
Posted on 9/9/26 at 11:58 am to
If y ou see 3.40 or 3.50
you adding again?
This post was edited on 9/9/26 at 11:58 am
Posted by MrLSU
Yellowstone, Val d'isere
Member since Jan 2004
30204 posts
Posted on 9/9/26 at 12:25 pm to
quote:


If y ou see 3.40 or 3.50
you adding again?


No don't see it going that low again because the company is in a much stronger cash position that it was back in July because it secured its financing in August.
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