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re: Spec Play - HGRAF
Posted on 11/6/26 at 8:50 am to Jax-Tiger
Posted on 11/6/26 at 8:50 am to Jax-Tiger
quote:
Do us all a favor. Check in again in about 6 months.
And please shut up in the meantime.
Off to a solid start today. Maybe that interview is having an impact. She flat out said we’d have contracts by EOY.
That’s our launch point.
Posted on 11/6/26 at 8:58 am to supadave3
Up about 20% to start the day
Let’s see if we can crack $3
Let’s see if we can crack $3
Posted on 11/6/26 at 9:00 am to JperiodCperiod
quote:
On the other hand. If the price is going to go up more than 30% before year end, perhaps I sit on the stock and pay my taxes
Well, your tax deduction is getting smaller...
Posted on 11/6/26 at 2:36 pm to Jax-Tiger
It's interesting in the interview, KB was talking about the move to the U.S. and "potentially" moving exchanges. It seems like the NASDAQ has been de-prioritized for now, which may not be a bad thing. She said we'll have contracts by very early next year. Assuming we do actually start producing revenue, I'd rather wait until then to uplist.
Posted on 11/6/26 at 2:49 pm to NaturalBeam
I agree
I think their strong combination of having tens of millions in the bank along with having contracts for several tons and then announcing Nasdaq uplist would put this thing in the $20 range
We just need to be patient …great things coming
I think their strong combination of having tens of millions in the bank along with having contracts for several tons and then announcing Nasdaq uplist would put this thing in the $20 range
We just need to be patient …great things coming
Posted on 11/6/26 at 3:07 pm to masoncj
Good week for Hgraf
We Held the line through all the chaos
Canadian Judge final ruling on Tuesday then should be off to the races …hopefully
1 day to go
We Held the line through all the chaos
Canadian Judge final ruling on Tuesday then should be off to the races …hopefully
1 day to go
Posted on 11/6/26 at 3:36 pm to masoncj
quote:
I think their strong combination of having tens of millions in the bank along with having contracts for several tons and then announcing Nasdaq uplist would put this thing in the $20 range
Posted on 11/6/26 at 4:10 pm to Neauxla
Holding… 3400 shares and its currently slightly under my cost avg.
Let’s ride.
Let’s ride.
Posted on 11/6/26 at 4:13 pm to meeple
quote:
Holding… 3400 shares and its currently slightly under my cost avg. Let’s ride.
That’s exactly what I have. Gonna have to buy 1 more share Monday
I’m at a higher price point though.
This post was edited on 11/6/26 at 4:15 pm
Posted on 11/6/26 at 5:00 pm to Rize
quote:
Gonna have to buy 1 more share Monday
Actually I’m at 3475, so get 76 more
This post was edited on 11/6/26 at 5:01 pm
Posted on 11/6/26 at 7:30 pm to masoncj
quote:
Nasdaq uplist would put this thing in the $20 range
This would be great for my mental. Would be nice to see total holdings with a solid green position.
Was at the lambo dealership in San Antonio this week, they are cutting deals right now…for anyone, else, interested.
Posted on 11/6/26 at 9:13 pm to Rendevoustavern
quote:I think it would be better than that
This would be great for my mental.
Posted on 11/6/26 at 9:34 pm to Neauxla
Checking in at 8,733 shares at an average of $2.37.
Posted on 11/7/26 at 10:28 am to masoncj
quote:
I think their strong combination of having tens of millions in the bank along with having contracts for several tons and then announcing Nasdaq uplist would put this thing in the $20 range
Maybe. I think breaking ground in Bellville my be needed, too.
I found this on Reddit, and the author summarizes and analyzes Kjirstin's interview. I mostly agree, but think he might be overstating the case a little bit.
quote:
The four biggest takeaways for me from Jay's interview with Hydrograph CEO Kjirstin Breure yesterday...
1. Pricing: There has been concern from investors on maintaining the price of $250,000 per ton. I also think the prevailing thought was that most would be sold at that minimum amount, assuming they could keep that price. KB's comments, though, suggest $250k will still likely be the floor (except in rare cases), but also that most of what is being sold will be above and beyond that. That's HUGE news when laying out projections.
2. Bellville: It was made clear in the interview that the intent is to quickly roll right into phase 2, and the fund raise of $70M was directly tied to scale up. This means rolling right through 360T tons and straight to 750T in relatively short order. Again, huge for projections.
3. Contracts: Not only is the goal and hope still to have some sales in place by year end, but they're expecting LARGE orders in Q1 of 2027. That's really the first time that they've qualified the short-term impending sales as being substantial. I know I have personally been expecting any sales coming before Q2 of 2027 to be small, so this was huge news for me.
4. Personnel: KB stated that they have roughly 40 (FORTY!) people currently on staff, and expect that number to be at SIXTY (!) by January. You don't have 40 people on the payroll with a plan to hire 20 more unless MASSIVE growth is about to happen. Those are insane numbers. It speaks to what is coming.
Beyond the words that were said, the tone and expressions really told the story: when KB was talking about everything going on behind the scenes, what is happening in the upcoming months, the amount of work being done that we can't see, and where this thing is headed...it was "goosebump" level stuff.
It is unbelievable to me that we're so early on this. And it's mind-blowing that anyone wouldn't want to get in on it. Of course, NFA and DYODD and all that ??
This post was edited on 11/7/26 at 1:14 pm
Posted on 11/7/26 at 10:58 am to Jax-Tiger
quote:I tend to immediately discount anything written above when I see stuff like this. I know it’s Reddit and we are all amateur investors but delete that part and it’s a reasonable look at what was said. State the risk if you are going to say something like that
where this thing is headed...it was "goosebump" level stuff. It is unbelievable to me that we're so early on this. And it's mind-blowing that anyone wouldn't want to get in on it.
Posted on 11/7/26 at 12:33 pm to cgrand
quote:
I tend to immediately discount anything written above
I do, too. That's why I said they were overstating their case.
I thought the bullet points were good, though.
This post was edited on 11/7/26 at 1:13 pm
Posted on 11/8/26 at 6:13 am to Rendevoustavern
quote:
they are cutting deals right now
How much?
Posted on 11/8/26 at 8:25 am to Sho Nuff
I think before the thanksgiving you will see the first annuoucment of revenue.
Posted on 11/8/26 at 9:41 am to masoncj
quote:
think before the thanksgiving you will see the first annuoucment of revenue.
Why do you think it will be that soon?
I’m looking to buy 1 more time and have a limit order set for $2.25. I’m thought I’d get it last week but we never quite got that low and that’s a good thing. But I feel like the price will bump up with the court hearing next week and then Start dripping down once the actual redomicile date is scheduled much later than we’d all expect. But, as we all are, I’m simply guessing based off the information we have. I’d love to be wrong and you be right.
This post was edited on 11/8/26 at 6:53 pm
Posted on 11/8/26 at 10:12 am to masoncj
quote:
I think before the thanksgiving you will see the first annuoucment of revenue.
I think he was asking how much the discounted Lambos were...
I would like to see different a customer that is not Sparc, since we already know about them.
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