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Started By
Message
Posted on 10/6/26 at 2:05 pm to dallastiger55
This month was always going to be tough because of the countdown to the vote….there is “only” 15 trading days to go until the result of the vote.
Who know what will happen over those 15 days. My guess is that drops under $2 temporarily and then trends back to $3 a few days before the results of the vote
Who know what will happen over those 15 days. My guess is that drops under $2 temporarily and then trends back to $3 a few days before the results of the vote
Posted on 10/6/26 at 4:51 pm to Swazla
We’re going to lose our asses, aren’t we?
I suddenly feel real pessimistic about this.
All Serious, the redomicile and uplist have absolutely got to earn us a few dollars/share. I’ll remain optimistic until those 2 things occur. They damn sure could announce SOMETHING right now though but straight radio silence.
I suddenly feel real pessimistic about this.
All Serious, the redomicile and uplist have absolutely got to earn us a few dollars/share. I’ll remain optimistic until those 2 things occur. They damn sure could announce SOMETHING right now though but straight radio silence.
This post was edited on 10/6/26 at 4:53 pm
Posted on 10/6/26 at 5:04 pm to supadave3
How can redomicile not make this go back up?
Posted on 10/6/26 at 5:57 pm to Neauxla
It definitely will but if this thing bleeds down to sub $2 and even if it got a 100% raise off the redomicle to $4 that still leaves us 50% down from ATH.
The raise a huge weeks back and no progress on the Belliview site has put us behind the 8 ball
The raise a huge weeks back and no progress on the Belliview site has put us behind the 8 ball
Posted on 10/7/26 at 8:45 am to masoncj
The success of the executive team will be based on the stock because they all have lower salaries and are compensated with shares/options in the company and not one of them has sold a single share.
That tells me something. Maybe the message is that they are fools, but the fact that they are staying quiet through all of this tells me that there is a reason they are staying silent. IMO, most likely, they want the redomicile to complete without incurring any additional taxes.
If that is the case, then they probably have a number of announcements coming up that could bump the price up. Once announcement that they may not have any control over is the government adding graphene to the critical materials list. That would give HGRAF a big bump, as well. Note that the Chinese pause on restricting graphite sales to the west ends in a few weeks. The US could counter by listing graphite as a critical material.
At any rate, if any of these announcements are delayed past Q1 2027, I will reassess:
1.) Redomicile completed
2.) Nasdaq listing
3.) Bellville ground breaking
4.) Multiple contracts
5.) Government grants/collaboration
6.) Graphene listed as a critical mineral
7.) FDA Approval on food safe plastic (per Masonjc)
The last three are really bonuses, but would be nice to have.
If all of those things happen, what is the stock price? All of those should be completed, with the unknown being the contracts. How much total tonnage will it take to fulfill those contracts? Can you imagine what the price will be if they announce that they have 1000t of committed demand, with more coming?
I'm not gonna lie. It's painful, right now, but until I find out that they are smoke and mirrors, I'm hanging on. Of course, it's easier for me because I'm still profitable, but painful, nontheless...
That tells me something. Maybe the message is that they are fools, but the fact that they are staying quiet through all of this tells me that there is a reason they are staying silent. IMO, most likely, they want the redomicile to complete without incurring any additional taxes.
If that is the case, then they probably have a number of announcements coming up that could bump the price up. Once announcement that they may not have any control over is the government adding graphene to the critical materials list. That would give HGRAF a big bump, as well. Note that the Chinese pause on restricting graphite sales to the west ends in a few weeks. The US could counter by listing graphite as a critical material.
At any rate, if any of these announcements are delayed past Q1 2027, I will reassess:
1.) Redomicile completed
2.) Nasdaq listing
3.) Bellville ground breaking
4.) Multiple contracts
5.) Government grants/collaboration
6.) Graphene listed as a critical mineral
7.) FDA Approval on food safe plastic (per Masonjc)
The last three are really bonuses, but would be nice to have.
If all of those things happen, what is the stock price? All of those should be completed, with the unknown being the contracts. How much total tonnage will it take to fulfill those contracts? Can you imagine what the price will be if they announce that they have 1000t of committed demand, with more coming?
I'm not gonna lie. It's painful, right now, but until I find out that they are smoke and mirrors, I'm hanging on. Of course, it's easier for me because I'm still profitable, but painful, nontheless...
This post was edited on 10/7/26 at 3:43 pm
Posted on 10/7/26 at 8:53 am to Jax-Tiger
This is painful. I started buying a bunch of shares in the low $1 range but continued to buy over the last year. So I’m now down about 15%.
I agree with you about the sudden change in strategy to redomicile and how maybe there is something under the hood we don’t know about. But something I’ll keep an eye on is how quickly the uplist occurs. KB has said multiple times recently that redomicile and uplist would happen very closely together, or something like that.
If they redomicile and then NASDAQ seems to just be some distant target, or if Belleville continues to be delayed past redomicile, I’ll lose a ton of confidence and will start to trim.
If we can redomicile, uplist to the NASDAQ, and quickly break ground on Belleville, I can wait on contracts.
I agree with you about the sudden change in strategy to redomicile and how maybe there is something under the hood we don’t know about. But something I’ll keep an eye on is how quickly the uplist occurs. KB has said multiple times recently that redomicile and uplist would happen very closely together, or something like that.
If they redomicile and then NASDAQ seems to just be some distant target, or if Belleville continues to be delayed past redomicile, I’ll lose a ton of confidence and will start to trim.
If we can redomicile, uplist to the NASDAQ, and quickly break ground on Belleville, I can wait on contracts.
This post was edited on 10/7/26 at 9:02 am
Posted on 10/7/26 at 8:55 am to Jax-Tiger
Also, something I don’t understand. The recent cash raise and details were released in August. Why is Kevin Bambrough just now sharing his negative thoughts on how they did it with warrants? Is there some new information about the raise that was recently disclosed?
Posted on 10/7/26 at 9:06 am to Jax-Tiger
I would add FDA approval as a nice to have
But yeah, those are all legitimate and possible updates that can be had over the next six months
But yeah, those are all legitimate and possible updates that can be had over the next six months
This post was edited on 10/7/26 at 10:03 am
Posted on 10/7/26 at 9:08 am to NaturalBeam
He must’ve found out something behind the scenes from folks like Kerry Landis or Jay Taylor?
That’s my only conclusion as I agree the post on Twitter this week seems odd given that the transaction closed a few weeks back
That’s my only conclusion as I agree the post on Twitter this week seems odd given that the transaction closed a few weeks back
Posted on 10/7/26 at 9:08 am to NaturalBeam
quote:
Why is Kevin Bambrough just now sharing his negative thoughts on how they did it with warrants? Is there some new information about the raise that was recently disclosed?
I think he is trying to justify the drop in price. I don't think the two are as correlated as many others do.
I think this drop is folks who see a window of opportunity to make some more money elsewhere. Let's face it, when they announced the vote, we all saw it as a 2+ month delay where not much was going to happen. Once it became clear that they weren't going to pump the stock, people started to sell in hopes of making a quick buck elsewhere and then buying back in once HGRAF started making progress again.
I totally get it if they are staying silent because of tax advantages. I've even speculated that they could have a buyer already lined up and are just staying silent to keep the rumors in check.
Normally, a company would be announcing the build date, the construction partner, releasing architectural drawings, and talking about contracts (we know they have one with SPARC, but they haven't even announced that). They keep talking about graphene and what trade shows they will be attending...
Posted on 10/7/26 at 9:18 am to Jax-Tiger
This does feel more and more like a company that is for sale. That would explain the shift to redomicile and many other things. Honestly that may be in everyone’s best interest at this point.
Posted on 10/7/26 at 10:06 am to NaturalBeam
Yeah, I agree with that sentiment
What do we think a fair asking price is?
I mean really what would an investor be willing to pony up on a pre-revenue company that has explosive and we’re all changing possibilities but at the same time no revenue and no proven history
I mean, it is a big gamble
I just don’t know
What do we think a fair asking price is?
I mean really what would an investor be willing to pony up on a pre-revenue company that has explosive and we’re all changing possibilities but at the same time no revenue and no proven history
I mean, it is a big gamble
I just don’t know
Posted on 10/7/26 at 10:18 am to masoncj
quote:
what would an investor be willing to pony up on a pre-revenue company that has explosive and we’re all changing possibilities but at the same time no revenue and no proven history
Technically, the value of the company is less than $2/share. No revenue, no customers, no production facility, etc. The patents are worth something, right?
The real value lies in the client contracts. If Hydrograph has lined up a number of customers that have had successful test results and committed to buy graphene, then that value goes up tremendously.
Just to add one more item to the conspiracy theory list. I was asking myself why the final redomicile is taking place in Q1 of 2027 instead of immediately after the BC Courts sign off on the deal in early November. I was thinking that maybe they need a couple months to get those customer deals inked before before a potential buyer commits to closing. Maybe they have a deal with the DoW/DoE that needs to be signed. I don't know, but we'll see, I guess.
ETA - as to the question, what would a buyer pony up, the question might also be, "What would Hydrograph accept?".
Would you accept $8/share?
This post was edited on 10/7/26 at 10:20 am
Posted on 10/7/26 at 10:24 am to Jax-Tiger
quote:
Would you accept $8/share?
I'm going to answer that question for me.
If the redomicile is complete, NASDAQ is listed, they have a few contracts, and the stock shoots up to say, $12/share in January, then I would be unhappy if HGRAF sells for $15. I would want them to go for more. However, if we are stagnating at $5/share Q4/2027, and no real momentum for more contracts, I would be ecstatic with $15/share.
Context matters, at that point.
This post was edited on 10/7/26 at 10:25 am
Posted on 10/7/26 at 10:24 am to Jax-Tiger
Eight dollars would be nice
But I think we would all be lying to ourselves if we thought that would be the payout when most of us entered the stock
Of course, this game changing wealth for all of the leaders of the company and I bet they would gladly take that
For me on the other hand, that’s just a nice little payout that will go into my brokerage that could help for an earlier retirement, but certainly will not allow me to retire early any time soon
My big gamble is SpARc and it’s getting crushed at the moment, but hopefully it’s some good results in the next two months from the testing
But I think we would all be lying to ourselves if we thought that would be the payout when most of us entered the stock
Of course, this game changing wealth for all of the leaders of the company and I bet they would gladly take that
For me on the other hand, that’s just a nice little payout that will go into my brokerage that could help for an earlier retirement, but certainly will not allow me to retire early any time soon
My big gamble is SpARc and it’s getting crushed at the moment, but hopefully it’s some good results in the next two months from the testing
This post was edited on 10/7/26 at 10:26 am
Posted on 10/7/26 at 10:31 am to Jax-Tiger
Spot on
I am with you
I am with you
Posted on 10/7/26 at 10:39 am to masoncj
quote:
My big gamble is SpARc and it’s getting crushed at the moment
With these small companies, there's always a risk. The way I look at it, I think the biggest risk factor for some of these stocks is lost opportunity cost. When you buy a stock for pennies, there is not a long way to fall. The loss is more in that you could have invested it somewhere else.
Obviously, with companies like SPARC and HGRAF, it is the big payoff.
I would hope that the patents and customer pipeline would be worth more than $8/share, but if the executive team is really not interested in building a manufacturing company, then they might take that if that is all that is on the table.
My hope is that the redomicile/NASDAQ/Bellville announcements collectively take us back up to $8. I might trim some at that point, though, but I would probably keep some and see what happens next.
ETA: This is all speculation, and we knew this would be a rollercoaster ride. The best end case would be that they have some huge customers in the wings and they are keeping mum to avoid taxes.
This post was edited on 10/7/26 at 10:53 am
Posted on 10/7/26 at 11:03 am to Jax-Tiger
If they never manifest and HGRAF sells their patents to DUPONT or something, you chasing and investing in who they sell to?
Posted on 10/7/26 at 11:56 am to Neauxla
quote:
If they never manifest and HGRAF sells their patents to DUPONT or something, you chasing and investing in who they sell to?
Probably not, but I'll keep an eye on it. Dupont is the type of company that has the resources to do the R&D to really push this to the next level.
I think HGRAF has the materials science expertise, and I could easily see them going to work for Dupont, if they were to buy them out. It seems that Dupont would have resources to be able to develop their own products more independently, rather than just provide the means for the potential customers to do all the product testing. Instead of selling graphene paste, they could create their own coatings or line of concrete products, etc...
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