re: Spec Play - HGRAF

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They simply can’t just break that agreement and go to DuPont as an example

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I don't think KSU would object to more royalties, though.

On another note, I read an article about how Lula's surprise win in Brazil could complicate American plans for preferential access to Brazil's critical minerals. I wonder if that could have an beneficial effect on the U.S. designating graphene (something we can make here at home) as a critical mineral?

i also want to say that my conspiracy theory is based on Hydrograf strategically deciding not to transition into a graphene manufacturer. They could decide to take the money and turn over the company to someone with more expertise.

My theory is based on them making the decision to sell early and take the money, not based on lack of options. I think taking the money and retiring rich is an option. My theory came about as a result of their change in behavior - 10 months ago, they were going to list on NASDAQ in Q2 and finish the Bellville facility in 2026. Redomicile wasn't even a term they used when listing their next objectives, and then at one point it became the only thing they seemed to be progressing on while everything else got put on hold. I just wondered why and a buyout could explain it. Not the only explanation, or maybe not even the most likely explanation, but it fits.

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Redomicle makes it easier to be acquired

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If HGRAF gets bought out by an American company, the value of the company is easy to establish - the sales price. Then the American company has to pay the taxes in order to redomicile the company to the US - the tax rate is 25%. I'm sure it's more complicated than that, but if they just bought the company for, say $10B, there will be a hefty tax.

They could leave it as a Canadian subsidiary and operate it out of Canada, but I think that could put them at a disadvantage with respect to getting DoW or DoE contracts. With the HQ in Austin, I'm sure it would be easier all around to just redomicile before the sale.

Yep good way to start the week

Three days to go!

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If the technology was so amazing why was Arizona State's finest, Kjirstin Bruere, the best person for the COO job in 2020?

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I can see you like to shite over stuff when you haven't done your homework, huh, Teabagger?

I will still answer your question, even though you are being disingenuous. The company was founded in 2017 and was initially trying to sell Dr. Sorenson's Hyperion machines. They didn't have any buyers. There were essentially a garage startup. When you're that small, you can't get a high powered CEO. You either get a tired retread, or you can take a flyer on a smart, young, well-educated (in the field) up and comer. That would be Kjirstin Breure. Have you watched any of her interviews?

Kjirstin Breure took over as COO in 2020 because she had a vision to take the company in a different direction - selling graphene instead of Hyperions. The company was going nowhere, so they took a gamble on her. She has her Masters in Materials Science and understood how graphene can be used, and how to create use cases.

Hydrograph's graphene was more pure than anthing else on the market, so it could be used for applications that other graphene's were not suited for. That didn't make it immune to problems that other graphene's had - namely clumping and dispersion issues, but because the feedstock to create it was so consistent (Acetylene and oxygen), the consistency of purity and particle size from batch to batch made clumping less problematic. They solved the dispersion problem by creating the paste that many of their testing partners are using, today.

Can you tell me again, why exactly do you keep coming back to this thread, Teabagger?

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Can you tell me again, why exactly do you keep coming back to this thread, Teabagger?

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Because I like teabagging you

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think we close out the week in the high 3s


I think you’re likely correct. This fall from grace really changed our expectations.

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My guess is that today will be a moderate gain/loss, but Th/Fr will get us up around $3.

I think the timeline is what has changed in the expectations. I would like to see it at $50+, eventually, but based on Kevin Bambrough's forecast, it should already be at that level. I never bought into that, but 8 months ago, I would have thought HGRAF would at least be well into building the production facility by now.

The timeline has slowed down, and I suspect that part of that is bureaucratic (paperwork, permits, redomicile), but I also think that the first adapters to graphene are taking more time to test and evaluate before investing.

Does this mean it will never hit $50 or $100/share? No, but as someone said earlier, one government grant could put this in double digits, and I'll take it further - one big government contract could put this in triple digits.

Is that going to happen tomorrow? Probably not. They don't have a production facility, yet, and even if they started scaling up as fast as they can right now, it would probably be at least a year before they can produce 1000 tons, let alone 10's of thousands of tons.

The good news is that contracts will drive the price of the stock up even if they don't have the production capability in place.

Bottom Line: It's still going to come down to whether or not the demand for Hydrograph graphene is there or not.

Good day so far….nobody is selling so this thing might hit ovwr $3 today