Started By
Message

re: Spec Play - HGRAF

Posted on 10/21/26 at 10:12 am to
Posted by masoncj
Atlanta
Member since Jun 2023
1026 posts
Posted on 10/21/26 at 10:12 am to
Yeah, that’s a good point

Is it basically going to be an empty warehouse with the acetylene feed stock being run in to the Hyperion units

Sure seems that way for that type of low price tag… just a simple prefab and pre-engineered building
Posted by cgrand
HAMMOND
Member since Oct 2009
51877 posts
Posted on 10/21/26 at 10:19 am to
there may not even be a “building”, maybe just a covered area, if that. Acetylene is highly flammable, plus the reactors combust the gas to make graphene. That sounds like something that might need to be open air at scale
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28622 posts
Posted on 10/21/26 at 10:31 am to
A lot of interesting points.

Today is a nice comeback. Yesterday would have been a great time to buy. This afternoon may be a great time to sell.

This is going to be a rollercoaster. I don't plan on holding all of my shares long term - I bought some more on Monday.

You see a lot of speculation and some people are saying this is a dog and it will take years to get to $10. Some people say it will be $100 in 6 months. Both scenarios could happen. If they don't get any sizeable contracts and slow walk the production build out for lack of customers, this could be a long haul as the product may be ahead of it's time. If they get one big government contract for several thousand tons, then this thing could hit $100/share overnight.

It's a gamble. I bought more shares on Monday at $1.84 because I don't see this going down much further in the short term. There is just too many things happening in the next few months. I will probably sell those shares when I see a good exit point, though. I might do that multiple times over the next few months, because I think it's gonna go like that for a bit...
This post was edited on 10/21/26 at 10:47 am
Posted by PhiTiger1764
Lurker since Aug 2003
Member since Oct 2009
14629 posts
Posted on 10/21/26 at 11:09 am to
quote:

If they get one big government contract for several thousand tons, then this thing could hit $100/share overnight.

I enjoy following this thread and your insight. But let’s not act like this is remotely possible. There is no need for this hyperbole.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28622 posts
Posted on 10/21/26 at 12:02 pm to
quote:

There is no need for this hyperbole.


I simply gave the two extreme examples. Years to reach $10, or a huge contract that could spike it right away, after a contract is signed. There is a lot of territory in between those two outcomes, and that is where we'll likely land.

A big government contract is absolutely possible. Not likely tomorrow, or even in 2026, but in late 2027 or 2028? If you have insight as to how much graphene the goverment (including contractors) will require, please, do tell.

Kjirstin does state they are actively negotiating with government defense partnerships (plural), which probably means multiple defense contractors.

Her exact words in the press release:

quote:

we are advancing a dedicated defense division focused on highly engineered graphene solutions for the U.S. military and other federal interests. These initiatives have the potential to provide both near-term revenue opportunities upon commencement of a program and larger longer-term opportunities as solutions progress toward qualification and deployment.”


I don't know how you get that a large government investment is not remotely possible... Explain, if you will...

This post was edited on 10/21/26 at 12:05 pm
Posted by PhiTiger1764
Lurker since Aug 2003
Member since Oct 2009
14629 posts
Posted on 10/21/26 at 12:16 pm to
Let me clarify. $100/share overnight from $2-$3/share is impossible.

No company is going from $900M market cap to 40B+ overnight.
Posted by NaturalBeam
Member since Sep 2007
15198 posts
Posted on 10/21/26 at 12:20 pm to
quote:


Let me clarify. $100/share overnight from $2-$3/share is impossible.

No company is going from $900M market cap to 40B+ overnight.
I think you're taking "overnight" a little too literally.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28622 posts
Posted on 10/21/26 at 12:32 pm to
quote:

Let me clarify. $100/share overnight from $2-$3/share is impossible.


You're adding words that I did not say.

I'm merely pointing out that this stock could spike on a single big contract.

People are looking at the timeline: initially 60t production scaling up to 360t, and then to 750t, and trying to do the math. If HGRAF inks a 1000t deal, all that goes out the window. We can't predict it.
Posted by PhiTiger1764
Lurker since Aug 2003
Member since Oct 2009
14629 posts
Posted on 10/21/26 at 12:32 pm to
quote:

I think you're taking "overnight" a little too literally

Well.. It’s not happening in a full week and it’s also not happening in full a month.. in any best case government contract scenario.
Posted by masoncj
Atlanta
Member since Jun 2023
1026 posts
Posted on 10/21/26 at 12:37 pm to
Neat…thanks captain obvious
Posted by supadave3
Houston, TX
Member since Dec 2005
32637 posts
Posted on 10/21/26 at 12:49 pm to
This thing is going to launch like Starship once contract are signed.

I wish that I could have taken advantage of this last dip but I’m so damn heavy already.
Posted by DoomGuy504
Member since May 2024
676 posts
Posted on 10/21/26 at 4:53 pm to
quote:

I wish that I could have taken advantage of this last dip but I’m so damn heavy already.



I sold with a pretty good profit and I got back in during dip. I've always liked this stock so hoping for some news in next month are so.
Posted by Hangit
The Green Swamp
Member since Aug 2014
48308 posts
Posted on 10/22/26 at 6:30 am to
quote:

This is going to be a rollercoaster.


In mid Feb., this thing began a parabolic rise that lasted almost a month.

History says that almost every stock that experiences a parabolic rise has a yuge dump coming. HGRAF was no different. Canadian stocks, especially those based in Vancouver, have a long history of manipulation and being beat up by hedge funds shorting them. This one has been targeted after the last dilution. The plan is for them to make money by shorting it down, then making money again, once they leave it alone and it rises back up.

This could possibly go parabolic again. If it does, I am going to bail, hopefully close to the top. I will buy back in after it comes back down. The only part I hate is that doing this creates a taxable event.

If it just slowly rises, organically, I will continue the hold. My long-term plan is still to begin the harvest between December 26th and Dec. 28th of 2029..
Posted by Dock Holiday
Member since Sep 2015
2100 posts
Posted on 10/22/26 at 6:41 am to
quote:

harvest between December 26th and Dec. 28th of 2029..


oddly specific being that far out.

Retiring?
Posted by Hangit
The Green Swamp
Member since Aug 2014
48308 posts
Posted on 10/22/26 at 8:39 am to
quote:

Retiring?


No. Retired. I set this date about a year ago, shortly after I bought this stock. I read the history, plans, realized there were always delays, etc. then decided it would break a hundo in late '29. I decided to pare off about 1k per year. It would hurt too much to sell it all, pay those taxes, and have Pocahontas and her cohorts send it overseas, for 3rd world drag shows.

Everything I say may be wrong.
Posted by Rize
Spring Texas
Member since Sep 2011
20220 posts
Posted on 10/22/26 at 4:55 pm to
Bought another little bit today to get to 3400 shares. Said I was going to stop at my goal of 3000 but couldn’t pass up the lower prices.
Posted by Hangit
The Green Swamp
Member since Aug 2014
48308 posts
Posted on 10/22/26 at 6:02 pm to
quote:

Bought another little bit today


Every time it tanks, I consider going in deeper. I want to but the me that can math says, "You've got enough".

I leave on a cruise on the 28th and will have minimal internet access. the 29th, and right after, will be long days. I will be Jonesing to hear how the vote went.
Posted by Texas Tea 123
Member since Sep 2017
446 posts
Posted on 10/22/26 at 7:08 pm to
Catching a falling knife guys
Posted by Rize
Spring Texas
Member since Sep 2011
20220 posts
Posted on 10/22/26 at 8:19 pm to
quote:

Catching a falling knife guys


I’ve got a few flyers out there. Still hitting my retirement goals and investments. This money either is throw away money or gun money and I have a ton of guns.

I don’t do enough research and jump in on a few of these to have some skin in the game and follow the threads

Sometimes it’s $1000 sometimes it’s 10k. This is my largest one yet and close to 13k in.
This post was edited on 10/22/26 at 8:26 pm
Posted by supadave3
Houston, TX
Member since Dec 2005
32637 posts
Posted on 10/22/26 at 9:12 pm to
quote:

I’ve got a few flyers out there.


This started as a flyer for me but it’s past that stage into a full blown investment.

Please don’t let me down or I’ll be eating graphene for breakfast
Jump to page
Page First 280 281 282 283 284 ... 291
Jump to page
first pageprev pagePage 282 of 291Next pagelast page

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on X, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

Facebook•X•Instagram