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re: Spec Play - HGRAF

Posted on 11/10/26 at 9:55 am to
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28622 posts
Posted on 11/10/26 at 9:55 am to
I think the court starts going through the docket at 9:00 AM PST.

I honestly don't think this will move the market that much, but we'll see. Anything after the last couple of days is buffer.

If they wait until after the redomicile is completed in January, the price will probably trickle down.

Given where the price is, now, redomiciling plus one contract and Bellville news will take it above the NASDAQ threshold, IMO.
Posted by masoncj
Atlanta
Member since Jun 2023
1026 posts
Posted on 11/10/26 at 12:37 pm to
I don’t even see HG listed on the docket…weird

LINK

Posted by masoncj
Atlanta
Member since Jun 2023
1026 posts
Posted on 11/10/26 at 3:26 pm to
Do we have any confirmation that this case even went before the judge today?

Again, I looked on the docket for BC courts for Vancouver and I didn’t see anything listed

That said another good day for the stock. I think it was five or 6%.
Posted by PenguinPubes
Frozen Tundra
Member since Jan 2018
11913 posts
Posted on 11/10/26 at 3:39 pm to
quote:

That said another good day for the stock. I think it was five or 6%.


I’m ready for that ride to see green every day again for a month straight.
Posted by masoncj
Atlanta
Member since Jun 2023
1026 posts
Posted on 11/10/26 at 6:21 pm to
So apparently this “case” just went directly to a judge and not to the general docket

Guessing this common maybe due to complexity tjat require review upfront and prior

Anyhow here is the listing on page 7

file:///var/mobile/Library/SMS/Attachments/ec/12/1372FB95-9CAB-49B8-A57B-A7E00068CBF6/Hearing%20List%20by%20Judge,%20Associate%20Judge,%20Registrar.pdf

I am guessing we will get a press release tjat is was approved by end of week
This post was edited on 11/10/26 at 6:22 pm
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28622 posts
Posted on 11/10/26 at 6:23 pm to
Posted by Rendevoustavern
Member since May 2018
1992 posts
Posted on 11/10/26 at 9:06 pm to
Take for what it is but Matt Krep confirmed via email to someone on Reddit that the courts ruled in favor of redomicile. Expect an official ruling Thursday after the holiday.
Posted by tiggerthetooth
Big Momma's House
Member since Oct 2010
64910 posts
Posted on 11/11/26 at 8:19 am to
quote:

Take for what it is but Matt Krep confirmed via email to someone on Reddit that the courts ruled in favor of redomicile. Expect an official ruling Thursday after the holiday.


So now we're waiting for an official ruling of the ruling.
Posted by Rendevoustavern
Member since May 2018
1992 posts
Posted on 11/11/26 at 8:36 am to
Correct, I just emailed him asking about it and he responded in 2 minutes. Takes too long to screenshot and upload so here is the response verbatim.

Me:
quote:

Hi Matt,

I have heard through the grapevine that the supreme court accepted Hyrdrographs request for redomicile. Can you confirm this? If so, when do you expect the courts to publish the ruling?


Response:
quote:

The answer to anything involving the courts is “when they do.” This should not be a surprise as acceptance is the typical and expected outcome. We’re pleased to continue moving forward with our domicile plans to open new market opportunities - particularly in the large US federal sector.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28622 posts
Posted on 11/11/26 at 11:25 am to
I got a little tingle in my plums when he said "large US Federal sector"...

ETA: They continually talk about and seem to be hiring people to connect with different federal agencies. They have stated that they are not pursuing small accounts.

I have been trying to make sense of the pivot to redomiciling earlier this year and the slow walking of the Bellville facility. Is it possible that they are getting signals from federal agencies that they want to purchase graphene in 2027 in mass quantities, and that has been their primary focus - to get those contracts signed?
This post was edited on 11/11/26 at 11:29 am
Posted by supadave3
Houston, TX
Member since Dec 2005
32637 posts
Posted on 11/11/26 at 11:34 am to
quote:

get those contracts signed?


Additionally, can they even sign those contracts without the ability to fulfill them? They haven’t even broke ground yet, does that prevent them from fulfilling a 1000 ton contract if they’re only capable of 30 tons/year at this time?
Posted by masoncj
Atlanta
Member since Jun 2023
1026 posts
Posted on 11/11/26 at 11:43 am to
By federal agencies purchasing you mean defense contractors or something similar.

Again I just don’t see the US DoW ever contracting directly with HG.

What would they do with the Graphene as they don’t have any manufacturing facilities to utilize extremely large orders of graphene. Defense manufactures do however
Posted by cgrand
HAMMOND
Member since Oct 2009
51873 posts
Posted on 11/11/26 at 11:50 am to
Yes they won’t be selling to the dept unless there’s some kind of need for a stockpile or something which is unlikely

They’ll sell to defense contractors who can contract with anyone they want and certainly there would be contractor friendly terms in the event of a supply issue
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28622 posts
Posted on 11/11/26 at 12:22 pm to
quote:

Again I just don’t see the US DoW ever contracting directly with HG.


I am thinking Department of Transportation with highways and bridges would come to mind.

If the DoW decided to paint all of their ships, tanks, and planes with graphene infused paint, I'm not sure they wouldn't purchase the paint in bulk, directly. The DoW wouldn't buy directly for some uses, but they work closely with their contractors to design and build weapons, and may be directing them to use graphene for specialty uses, such as airplane and satellite stealth capabilities, armored vehicles, and body armor.

ETA: Left out the Department of Energy. Energy storage, high capacity anodes, supercapacitors, semiconductors, and electronic coatings all can be improved with graphene. We may need to harden our electronic grid against EMTs, etc... I don't know if the DoE would buy direct or just ask their vendors to use it.

Who knows how many of the vendors testing with Hydrograph right now are government contractors.

This post was edited on 11/11/26 at 12:28 pm
Posted by cgrand
HAMMOND
Member since Oct 2009
51873 posts
Posted on 11/11/26 at 12:27 pm to
quote:

If the DoW decided to paint all of their ships, tanks, and planes with graphene infused paint
that’s a good example I didn’t even think about that. You’re right. But they’d be buying the paint from a manufacturer
This post was edited on 11/11/26 at 12:28 pm
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28622 posts
Posted on 11/11/26 at 12:31 pm to
quote:

can they even sign those contracts without the ability to fulfill them?


I don't see why not. They can scale up fairly quickly, and they could easily order large quantities for 2028. I suppose it's possible that the government could ask Hydrograph to build a separate production facility on government land for secrecy purposes, while they test the graphene uses. Hyperions are ideal for that type of facility, as they can build as many as needed.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28622 posts
Posted on 11/11/26 at 12:38 pm to
quote:

they’d be buying the paint from a manufacturer


That's splitting hairs. If the DoW tells Sherwin-Williams to supply graphene enhanced paint based on testing they've done with HGRAF graphene, then they will do it. The graphene would be for government uses, no matter who signs the invoice.

I don't know if you noticed, but a good number of people that Hydrograph has hired have military/government connections. I think they view the government as their best bet to get a huge contract.

Posted by cgrand
HAMMOND
Member since Oct 2009
51873 posts
Posted on 11/11/26 at 1:09 pm to
quote:

I think they view the government as their best bet to get a huge contract.
we are saying the same thing. It’s where the thesis lies. And it will be easier and far more likely that hgraf sells their graphene to suppliers not directly to the government. That’s all
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