re: Spec Play - HGRAF

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ETA: Volume stills seems to be low. Most retail investors are waiting and watching, at this point

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Volume should jump one we are listed on the Nasdaq. If institutional investors see the light, we may be off to the races.

When my investment doubled that's when I took the free ride. I'm at peace of mind.

For everyone being negative about thie recent drop in price, let's remember our attitude one year ago. Most people on this board were taking the binary approach - all or nothing. The dickheads were on the board calling it a pump and dump, and some of us were just buying up shares.

What changed? It went up to $8/share and the negative posters disappeared. Now it's down in the $2's, and the assholes are back again, dumping on the stock. But at least most acknowledge that it isn't a pump and dump at this point.

I look at it and think about how it took Nvidia many years to become a huge success. They ended up being in the best position to provide GPUs for AI when AI growth accelerated.

People don't remember how tiny Nvidia was, compared to Intel and AMD, because those companies made CPUs which were the heart and soul of PCs, and Nvidia specialized in graphics processing that was more for gamers. It wasn't until recently that the processing units had the speed and storage needed to really build an infrastructure for AI.

Now we have graphene - a market that has not exploded, yet, also because of limitations on the existing graphene - cost, dispersion, and clumping issues held it back. Those issues are being address by Hydrograph, and we are all hoping that Hydrograph will be the graphene of choice for the first adapters using graphene. If they do, then Hydrograph graphene could potentially be to the materials science world what Nvidia was to compute technology.

It probably won't happen overnight (it didn't for Nvidia), but once it gets rolling it could be huge, and I don't think it will take 20 years.

I am keen on the hype around the paste product though not aware of any moat applicability.

I think the moat is with the graphene itself. Putting graphene in paste form doesn't change the purity, conductivity or fractal nature of the graphene. It makes the graphene easier to mix.

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go over $10 over night

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Careful, some lurker out here will tell you that’s not possible.

I’d really dig my portfolio value when that comes true though

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Any thoughts on a reverse spitt?

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Damn.. is this how we get $10 overnight?

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Any thoughts on a reverse spitt?

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I don't think it will be necessary. I think that the redomicile, plus a few contracts, plus Bellville groundbreaking will put it over $4. They seem to have some extra time built into the redomicile process, as the BC courts will be done in a couple of weeks, but they say redomicile won't be complete until January. I think they know that there may be some contracts or government announcements during that timeframe, so they can list on NASDAQ.

Of course, another possibility is that they are taking time with completing the redomicile to buy themselves time to negotiate a sales price. They may be planning to not list on NASDAQ (or start Bellville construction) unless they need to use it as leverage.

Just speculating that they have spent the last 8 months waiting on redomicile and what? Have they been adding value by creating new use cases, new patents, new customer relationships, new headquarters, new government deals, a testing lab, and what?

This company has to pivot from a pre-production R&D company to a manufacturing and sales company. Again, their staff is very heavy with people who have government programs experience and materials science experience. I may be connecting dots that don't exist, but how much is a company that has a strong patent moat, large pending government contracts, and numerous private contracts pending worth?

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You gotta have some go-getters from the sales rep standpoint that are highly compensated to close deals

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Even if the science of the product sells itself, you have to have logistics, manufacturing capacities, and a customer that believes you can deliver the amount of product they need on time.

Maybe I'm missing something, but they don't seem to be doing that, and that is why I am speculating that they might not intend to make the pivot, but to hand over the keys to a company that already has sales, logistics, and manufacturing experience.

Again, how much is the company worth? If I'm HGRAF, I would have government deals lined up, customer contracts lined up, R&D going full steam, etc, and that seems to be what they are doing.

I think it’s useful to keep in mind that both the manufacturing and process patents are not owned by HGRAF they are licensed from KSU. I realize that distinction may not matter today but its worth remembering

HGRAF has a worldwide exclusive license. I’d be curious as to how that would work if they either decide to sell the company or license the technology themselves. But they don’t own it