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Message

re: Spec Play - HGRAF

Posted on 10/20/26 at 3:38 pm to
Posted by supermiller
Member since Sep 2025
29 posts
Posted on 10/20/26 at 3:38 pm to
No Hyperions?
Posted by supermiller
Member since Sep 2025
29 posts
Posted on 10/20/26 at 5:28 pm to
Can someone tell me what this is about?
LINK
Posted by cgrand
HAMMOND
Member since Oct 2009
51877 posts
Posted on 10/20/26 at 5:53 pm to
just registration with TX DEQ for air quality (emissions) monitoring
Posted by supermiller
Member since Sep 2025
29 posts
Posted on 10/20/26 at 5:58 pm to
And that?

LINK
Posted by supermiller
Member since Sep 2025
29 posts
Posted on 10/20/26 at 6:05 pm to
This looks like they are trying to get a permit for Graphen production?
Posted by cgrand
HAMMOND
Member since Oct 2009
51877 posts
Posted on 10/20/26 at 6:25 pm to
On 8/26/26 they received an air quality compliance permit to manufacture graphene. That is a normal part of the process for industrial construction (air and water quality review of the proposed project). Typically the project would then go to architectural/structural/MEP review for permitting. If that process started in September I’d be surprised if they have their permit…it doesn’t appear that they do yet.

What would be going on now while the project is in review is bidding it out to contractors so that when the permit is issued they can sign a contract and get to getting on
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28622 posts
Posted on 10/20/26 at 7:56 pm to
The House-passed FY2027 National Defense Authorization Act lists "graphene and graphene-based materials" by name.
Posted by Craft
Member since Oct 2019
1408 posts
Posted on 10/20/26 at 10:02 pm to
when’s the class action lawsuit, this company fricking sucks and is going to $0
Posted by supermiller
Member since Sep 2025
29 posts
Posted on 10/21/26 at 4:08 am to
Thank you.
So we have not only building permits but also evidence they are getting their Austin Produktion going. With only building permits I would have dumped my shares.
Posted by masoncj
Atlanta
Member since Jun 2023
1026 posts
Posted on 10/21/26 at 7:36 am to
Finally a communication - nothing really new though

LINK
Posted by dstone12
Texan
Member since Jan 2007
42502 posts
Posted on 10/21/26 at 8:23 am to
doesnt this sort of worry you?

Im all over the map.

I want them to be successful and get out of canada as cheap as they can.

also, I want them to have better news than crumbs.
someone smarter than me, please tell me why this is great news.



I also should have sold 20% when it hit $6 but I saw the stars aligning for triple digits.
Posted by NaturalBeam
Member since Sep 2007
15198 posts
Posted on 10/21/26 at 8:24 am to
Good info. Since there isn't much new, it seems to me they are just putting something out there due to the stock price, maybe just as an assurance that they haven't packed up and gone home.

I did notice this:
quote:

Advancement of permitting for the Bellville, Texas manufacturing facility, which is expected to open in the first half of 2027 with initial capacity of approximately 60 tons per year, then anticipated to scale to approximately 360 tons per year in the first phase and more than 750 tons per year in the second phase. The facility will receive acetylene feedstock by dedicated pipeline under a 10-year supply agreement with Western International.
I don't recall seeing a specific timeline on Bellville before. I suppose that's good news as they've advanced enough with permitting that they now have a timeframe in mind. On the other hand, KB has put out timeline targets before and has gotten hammered when they've missed. Hopefully she has learned and wouldn't put this out there unless they were highly confident in it.
Posted by NaturalBeam
Member since Sep 2007
15198 posts
Posted on 10/21/26 at 8:27 am to
quote:


doesnt this sort of worry you?
I think it's one of two things. We are a week away from the vote. Either the plan all along was to start communicating in the leadup to the vote, to build some momentum. Or the plan was to stay quiet all the way through, but they suddenly felt like they needed to put something out there since the stock has cratered.

I have been worried about a lot of things with this company, but this particular communication isn't really one of them. It's good info, even if it's nothing new.
Posted by cgrand
HAMMOND
Member since Oct 2009
51877 posts
Posted on 10/21/26 at 8:52 am to
quote:

Receipt of a certificate of occupancy for the Austin headquarters, bringing both the administrative and development/production areas of the facility to full operational status. With three on-site Hyperion Reactors, the facility has capacity of up to 30 tons of graphene per year. The Company celebrated the opening with a visit from U.S. Representative John Carter (TX-31).
this is for the two building permits posted earlier
quote:

Advancement of permitting for the Bellville, Texas manufacturing facility, which is expected to open in the first half of 2027 with initial capacity of approximately 60 tons per year, then anticipated to scale to approximately 360 tons per year in the first phase and more than 750 tons per year in the second phase. The facility will receive acetylene feedstock by dedicated pipeline under a 10-year supply agreement with Western International.
this is the 40,000SF $6M facility on land leased from Western, the project is a joint venture
quote:

Under the acetylene purchase agreement, HydroGraph USA will purchase acetylene for its Bellville facility directly from Western International via pipeline for an initial 10-year term, with options for renewal. Acetylene serves as the primary feedstock for HydroGraph's Hyperion Reactors, which convert hydrocarbon feedstocks into ultra-pure synthetic Fractal Graphene products through a highly efficient continuous manufacturing process. Contemporaneously, the parties entered into a ground lease agreement granting HydroGraph USA a long-term lease for land located at Western International's Bellville, Texas, facility. The site will host HydroGraph's new commercial-scale graphene manufacturing facility. Construction of the Texas facility is expected to commence following permitting and site preparation, with opening targeted in the first half of 2027. Capacity of 360 tonnes initially may eventually be expanded to 750 tonnes per year.
sorry if any of that is old news, but its a logical timeline
Posted by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
4231 posts
Posted on 10/21/26 at 8:58 am to
quote:

Since there isn't much new, it seems to me they are just putting something out there due to the stock price

Well, it worked. Up 11.44%
Posted by Neauxla
New Orleans
Member since Feb 2008
34933 posts
Posted on 10/21/26 at 8:59 am to
And I missed my chance to get some
More at 1.80
Posted by supadave3
Houston, TX
Member since Dec 2005
32637 posts
Posted on 10/21/26 at 9:14 am to
quote:

is the 40,000SF $6M facility on land leased from Western, the project is a joint venture


I didn’t know Western was a true partner. I thought we just bought feedstock from them.

Interesting. This makes me feel a bit better.
Posted by masoncj
Atlanta
Member since Jun 2023
1026 posts
Posted on 10/21/26 at 9:20 am to
I noticed that timeline as well

I wish they wouldn’t have included that personally

How in the hell are they planning to get a facility like that built by June 30??

Maybe they can, but it just sets up likelihood of disappointment as I don’t think that’s very likely at all
Posted by masoncj
Atlanta
Member since Jun 2023
1026 posts
Posted on 10/21/26 at 9:30 am to
Good to see it clear two dollars

I posted a few days ago, but I think we’ll have it run up close to three dollars before the vote

We’ll see
Posted by cgrand
HAMMOND
Member since Oct 2009
51877 posts
Posted on 10/21/26 at 9:33 am to
quote:

How in the hell are they planning to get a facility like that built by June 30??
well obviously we dont know what exactly needs to be built but, if HGRAF is providing/building the reactors and Western is feeding them the acetylene, there may not be a traditional chem plant infrastructure required. $6MM is not a lot of money...a new commercial office building or restaurant costs that much.

so the very low construction price might imply that the project itself isnt very complicated or infrastructure heavy. its $150/SF...you cant build an empty warehouse for that
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