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re: Spec Play - HGRAF

Posted on 7/31/25 at 8:38 am to
Posted by bayoubengals88
LA
Member since Sep 2007
23476 posts
Posted on 7/31/25 at 8:38 am to
Holy hell!
Posted by Mockingbird2008
Member since Jun 2022
118 posts
Posted on 7/31/25 at 8:41 am to
160% gains…should have gone much heavier.
Posted by igoringa
South Mississippi
Member since Jun 2007
12255 posts
Posted on 7/31/25 at 8:46 am to
Was not expecting that opening - already mild pullback - 500K shares at open lit the fuse - yesterday the surge continued all day - today it would be remarkable.

There needs to be a breath at some point lol But definitely enjoying the ride
Posted by RedHawk
Baton Rouge
Member since Aug 2007
9510 posts
Posted on 7/31/25 at 8:46 am to
quote:

Anyone going in heavy? I went in small with less than 1k.


Everyone has different risk tolerances and timeframes. For stocks like this you have to use money that you aren’t too afraid of losing.

I have a lot of faith in this, but the risk is still high.
Posted by igoringa
South Mississippi
Member since Jun 2007
12255 posts
Posted on 7/31/25 at 8:54 am to
quote:

I feel like I owe you something for this tip. Let me know if you travel to Norman for the LSU/OU game.


Something something broken clock.

Glad it is working out. Would love to make it to Norman - not sure this year will be in the cards
Posted by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
3085 posts
Posted on 7/31/25 at 8:58 am to
quote:

There needs to be a breath at some point lol But definitely enjoying the ride


I am getting in & out on the same day until this gets upward of $12 or so. I feel okay with this strategy because the off-hours movement has been minimal.
Posted by igoringa
South Mississippi
Member since Jun 2007
12255 posts
Posted on 7/31/25 at 8:59 am to
quote:

Everyone has different risk tolerances and timeframes. For stocks like this you have to use money that you aren’t too afraid of losing.

I have a lot of faith in this, but the risk is still high.


Exactly. Spec plays like this are lottery tickets to me. Sure I believe in the story and the more I research the more excited I get but there is always so much that can go wrong - so you have to be comfortable that you will be OK with what you lose if it happens

Posted by bayoubengals88
LA
Member since Sep 2007
23476 posts
Posted on 7/31/25 at 9:09 am to
Caught another dip and I'm now totally comfortable with my position.
3,200 shares.
Posted by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
3085 posts
Posted on 7/31/25 at 9:28 am to
I have nothing to add on this dip, dammit. I'm all in!
Posted by bayoubengals88
LA
Member since Sep 2007
23476 posts
Posted on 7/31/25 at 9:28 am to
quote:

My dry powder clears tomorrow, otherwise I would have been in on this last week. Heads up, take your profits now before I dive in because it’s sure to dump after I do.

You just bought? It's in free fall
Posted by igoringa
South Mississippi
Member since Jun 2007
12255 posts
Posted on 7/31/25 at 9:31 am to
Looks to me like someone just unloaded maybe a million or more shares - my guess is an warrant exercise and then flip.
Posted by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
3085 posts
Posted on 7/31/25 at 9:32 am to
Volume looks healthy.
Posted by bayoubengals88
LA
Member since Sep 2007
23476 posts
Posted on 7/31/25 at 9:33 am to
quote:

I have nothing to add on this dip, dammit. I'm all in!

I lied. 4,000 now
Posted by igoringa
South Mississippi
Member since Jun 2007
12255 posts
Posted on 7/31/25 at 9:35 am to
quote:

I lied. 4,000 now


LOL I got another K at .96 on the dump.


Those dumps are healthy - one of the challenges with this beast is the 230 million shares outstanding plus 60 million warrants with little insider holdings - so there does need to be a change in stockholder makeup to long term holdings. On the way those that got in at 18 cents or have the warrants will likely dump or atleast take a lot of profits. Hopefully buy side is looking more long term (hopefully)
Posted by Tigerb869
Member since Feb 2017
318 posts
Posted on 7/31/25 at 9:36 am to
Has the boat sailed away on this? I have been kicking myself for the last week not getting on board with this one.
Posted by meeple
Carcassonne
Member since May 2011
10743 posts
Posted on 7/31/25 at 9:48 am to
(no message)
This post was edited on 7/31/25 at 9:53 am
Posted by meeple
Carcassonne
Member since May 2011
10743 posts
Posted on 7/31/25 at 9:52 am to
quote:

You just bought? It's in free fall

What did I tell you

Posted by bayoubengals88
LA
Member since Sep 2007
23476 posts
Posted on 7/31/25 at 9:54 am to
quote:

Those dumps are healthy - one of the challenges with this beast is the 230 million shares outstanding plus 60 million warrants with little insider holdings - so there does need to be a change in stockholder makeup to long term holdings. On the way those that got in at 18 cents or have the warrants will likely dump or atleast take a lot of profits. Hopefully buy side is looking more long term (hopefully)

Well said. I heard on one of the interviews that many are due in September?
Posted by igoringa
South Mississippi
Member since Jun 2007
12255 posts
Posted on 7/31/25 at 9:57 am to


quote:

I heard on one of the interviews that many are due in September?


Yes about 40 million due in September but she inferred some are coming in early which I would expect. Most of those warrants are issued to holders when they bought common stock five years ago I believe, so I think this type of return will trigger them to exercise earlier than later - same with newer tranches
Posted by RedHawk
Baton Rouge
Member since Aug 2007
9510 posts
Posted on 7/31/25 at 10:01 am to
quote:

Yes about 40 million due in September but she inferred some are coming in early which I would expect. Most of those warrants are issued to holders when they bought common stock five years ago I believe, so I think this type of return will trigger them to exercise earlier than later - same with newer tranches


Yep, the faster those warrants are executed, the better. I’m in for the long haul either way.
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