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re: Spec Play - HGRAF

Posted on 10/16/26 at 6:50 pm to
Posted by masoncj
Atlanta
Member since Jun 2023
1026 posts
Posted on 10/16/26 at 6:50 pm to
I just can’t stand when people with no skin the game like to critique the manner of play of the game.

I am sure he is nice enough guy but damn it’s been a rough week for everyone. I am not the type to rub salt in the wound
Posted by 3D
NJ
Member since Sep 2013
1608 posts
Posted on 10/17/26 at 6:06 am to
I don't think you can short a stock of this valuation. So Im going to snap in my helmet and run out there for special team coverage....
Posted by supadave3
Houston, TX
Member since Dec 2005
32637 posts
Posted on 10/19/26 at 8:02 am to
quote:

So Im going to snap in my helmet and run out there for special team coverage....


We’re pulling for you Rudy. Go get ‘em!
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28622 posts
Posted on 10/19/26 at 8:14 am to
quote:

I just can’t stand when people with no skin the game like to critique the manner of play of the game.


I wonder if he'll be around when the stock price comes back up?

At this point, here's how I see this playing out:

1.) Redomicile - stock ticks upward
2.) Material announcements on Bellville (after court approval of redom)
3.) Contract announcements - gonna say small/medium ones
4.) NASDAQ - assuming that 1-3 put it up over $4/share
5.) What happens then is going to be key to whether this goes bonkers or stalls out...

I'm not going to predict that we'll get a big government deal or a 1000+ ton contract, but if those happen, this will go bonkers.

If they don't announce contracts, this will slide back down.

If they get dozens of deals for 100's of tons of graphene, we should make small bank, and we won't lose any money.

If they get huge contracts and government grants/deals, we'll make beaucoup bucks.

I suspect Teabagger will never show up again if the latter two scenarios play out.
Posted by donRANDOMnumbers
Hub City
Member since Nov 2006
17634 posts
Posted on 10/19/26 at 9:21 am to
well i needed some write off for the end of the year i guess
Posted by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
4231 posts
Posted on 10/19/26 at 10:27 am to
Man - if I didn't already hold a little more HGRAF than I am comfortable with, the swing trades would be epic.
Posted by Rize
Spring Texas
Member since Sep 2011
20220 posts
Posted on 10/19/26 at 1:55 pm to
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28622 posts
Posted on 10/19/26 at 3:26 pm to
Hey, can anybody tell me who the new legal firm representing HGRAF in TX is? I thought it was posted on this board, but I can't find it now.
Posted by NaturalBeam
Member since Sep 2007
15198 posts
Posted on 10/19/26 at 3:55 pm to
From the circular, it appears they are using 2 firms:

Greenberg Traurig LLP — U.S. corporate and securities counsel to HydroGraph for the redomicile.

Harter Secrest & Emery LLP — U.S. tax counsel to HydroGraph for the redomicile.
Posted by masoncj
Atlanta
Member since Jun 2023
1026 posts
Posted on 10/19/26 at 6:07 pm to
Was tied up most of the day…Played in KoC golf charity tourney today but saw we had a pretty good day.

8 days to go!
Posted by Neauxla
New Orleans
Member since Feb 2008
34933 posts
Posted on 10/19/26 at 6:50 pm to
I had an order in for 1.80 and it didn’t hit
This post was edited on 10/19/26 at 6:51 pm
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28622 posts
Posted on 10/19/26 at 8:01 pm to
quote:

From the circular, it appears they are using 2 firms:


I remember somebody saying they were going to determine whether they exited their investment based on which law firm they chose. I think he said that it wasn't one of the top firms, but was second tier and good enough to stay in. Was he referring to one or both of those firms?

BTW, I didn't look at the circular, but at a summary of the circular from the Hydrograph website, and didn't see any firm listed. I couldn't remember if it was from the circular or was announced in a previous press release prior to that. So I asked...
Posted by NaturalBeam
Member since Sep 2007
15198 posts
Posted on 10/19/26 at 11:12 pm to
quote:

Greenberg was not on my original list of law firms, but it is in the same class as the firms I did mention. To me, that is a meaningful positive. It signals that HydroGraph is willing to spend the money needed to establish credibility with U.S. capital markets.
Pg. 267
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28622 posts
Posted on 10/20/26 at 8:03 am to
quote:

Pg. 267


Thanks. I'm not a lawyer, but I understand the importance of hiring top notch legal representation and the message that it sends - not only that you are willing to spend that kind of money, but also the fact that a top legal firm can be selective in who it represents.

Always hire a good attorney who looks the part and dresses well, because the tie helps the foreskin from slipping up to high...
Posted by masoncj
Atlanta
Member since Jun 2023
1026 posts
Posted on 10/20/26 at 9:13 am to
Saw this posted on X

LINK

So the investor relations guy for HG supposedly sent this back via email to an investor that had questions… it looks legit

And somewhat encouraging

The only negative seems to be that this Matt Krebs guy implies that they would announce good news whenever they had it which would obviously mean they don’t have any good news to announce… if I’m reading this correctly

Inversely he also states that what’s been stated about NASDAQ up list is still in play… meaning up list should happen in the near term
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28622 posts
Posted on 10/20/26 at 10:14 am to
If they are trying to wait until after the redomicile to announce material news, they probably don't want to make it public that they are doing so. If that is, in fact, what they are doing, then they may be deliberately holding off on signing contracts (and breaking ground in Bellville) until after Canada can no longer legally tax them.

I don't know. They should already have a builder for Bellville locked in, by now, no? They should have announced a contract with Sparc, by now, wouldn't you think? They have been deliberately quiet, and I know there is a somewhat loosely defined quiet period right now, so they could be just trying not to do anything wrong while they are still trying to get listed on NASDAQ...
Posted by masoncj
Atlanta
Member since Jun 2023
1026 posts
Posted on 10/20/26 at 11:17 am to
Sparc contract will be signed as soon as 4000 hour testing is done …I think thats fore gone conclusion at this point and I am not sure HG gets a huge bounce unless it’s an enormous order

The Bellview site build out or lack thereof is troubling or maybe better put head scratching …i am guessing no public permits have been applied for? Somebody posted the smal town website might not list it …should still be public record if someone with a detective thumb wants to call them directly :)
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
21121 posts
Posted on 10/20/26 at 12:05 pm to
The more I’ve read about CN exit taxes it absolutely makes sense for them to have the lowest company value and intellectual capital value as possible. A load of pending agreements would be factored into the cost/taxes to leave….not just in company value but also the intellectual value in the Hyperions and their future earning potential.

Until the redomicile takes place I wouldn’t expect much.
This post was edited on 10/20/26 at 12:16 pm
Posted by Rize
Spring Texas
Member since Sep 2011
20220 posts
Posted on 10/20/26 at 12:10 pm to




This is the only thing I have found for HGRAF in Texas.
This post was edited on 10/20/26 at 12:12 pm
Posted by cgrand
HAMMOND
Member since Oct 2009
51877 posts
Posted on 10/20/26 at 12:31 pm to
those are building permits for buildout of tenant (office/warehouse) space. 550K and 950K. The landlord pulled those permits
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