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Started By
Message
re: Spec Play - HGRAF
Posted on 7/31/25 at 10:10 am to RedHawk
Posted on 7/31/25 at 10:10 am to RedHawk
I like how it continues to bounce back 
I hope those who bought around 1.25 have the conviction to average down.
Snagged my last 800 at .955 though my limit order was .97
I hope those who bought around 1.25 have the conviction to average down.
Snagged my last 800 at .955 though my limit order was .97
This post was edited on 7/31/25 at 10:11 am
2
Posted on 7/31/25 at 11:16 am to bayoubengals88
.82 now on Schwab
Where ya at Kevin?!
Where ya at Kevin?!
Posted on 7/31/25 at 11:20 am to bayoubengals88
webull and vanguard wont let me buy. don't feel like opening another account. frustrating.
Posted on 7/31/25 at 11:21 am to DawgCountry
quote:I bet if you called them, they'd place the order.
vanguard
Might cost you $50
Posted on 7/31/25 at 11:31 am to bayoubengals88
huge volume - definitely a lot of profit taking
Posted on 7/31/25 at 11:39 am to bayoubengals88
quote:
I hope those who bought around 1.25 have the conviction to average down.
In for a penny, in for a pound right?
(He says gritting his teeth)
Will have to wait until tommorrow for settled cash comes through to dilute the arse-rape I got from buying back in this a.m. too early. Was a day early on my sale yesterday expecting the end of day dip.
Lesson learned. Hopefully things settle down tomorrow so I can ease the pain.
At least NBIS is making it sting less today.
Posted on 7/31/25 at 11:56 am to AUTimbo
quote:
At least NBIS is making it sting less today.
Posted on 7/31/25 at 12:26 pm to bayoubengals88
Between HG (TSX) and HGRAF - over 20 million shares traded today.
Posted on 7/31/25 at 1:47 pm to igoringa
Loading Twitter/X Embed...
If tweet fails to load, click here. I agree. Very healthy to bounce off the 38% fib retracement level. A channel is forming, which can at least give us a bit of a map. Prior to today, no one knew anything about the price action. Posted on 7/31/25 at 2:10 pm to bayoubengals88
looks like the stock was halted on the TSX this morning, which drove that first plunge and gave some spook to the market. No reason beyond standard circuit breaker utility for the halt.
Posted on 7/31/25 at 2:28 pm to igoringa
I can't believe Kevin released this video with Jim Rogers. It's clear that he doesn't give a flying shite about HGRAF, or anything at all...
I'm not sure what Kevin was expecting...he's 82 years old.
I'm not sure what Kevin was expecting...he's 82 years old.
Posted on 7/31/25 at 2:46 pm to bayoubengals88
quote:
I can't believe Kevin released this video with Jim Rogers. It's clear that he doesn't give a flying shite about HGRAF, or anything at all...
I'm not sure what Kevin was expecting...he's 82 years old.
I got about half way through it and then mailed it in.... that was a waste
Posted on 7/31/25 at 3:09 pm to igoringa
I guess the upside for me is that I get to lower my position now
Posted on 7/31/25 at 4:02 pm to igoringa
This'll be better:
Posted on 7/31/25 at 4:18 pm to bayoubengals88
Right off the bat, he's calculating net income at 70mm next year based on 350 metric ton capacity and states that a P/E ratio of 15 yields $4 stock, which is ridiculously low since this is really more of a tech company than anything else. So P/E of 45 translates to $12/share.
This figure assumes a rock bottom price of 250k per metric ton of graphene with net profit of 200k per mt as each mt of graphene will cost about 50k to produce. Again, this projection is on the low end of things where pricing from electronics could go as high as 850k per ton.
A mid range of 500k per mt gives you 157.5mm
P/E ration of 45 = $26.55
News of detailed contracts mean everything. Company "X" agrees to buy 40 metric tons of graphene, etc.
Could this be real?
This figure assumes a rock bottom price of 250k per metric ton of graphene with net profit of 200k per mt as each mt of graphene will cost about 50k to produce. Again, this projection is on the low end of things where pricing from electronics could go as high as 850k per ton.
A mid range of 500k per mt gives you 157.5mm
P/E ration of 45 = $26.55
News of detailed contracts mean everything. Company "X" agrees to buy 40 metric tons of graphene, etc.
Could this be real?
Posted on 7/31/25 at 4:51 pm to bayoubengals88
If this is real, that math is almost a disservice in understatement (which again makes it seem not real lol).
Composite material comps will point to PEs in the 30s and bluntly with the growth profile it would be likely off forward earnings (ie 27 projections in 26). And that 30's is for more mature companies, not with hockey stick projected growth.
Factor in she has hinted of one or two contracts that alone could ramp up to 1K tons a year (EACH), I mean the numbers are insane.
Composite material comps will point to PEs in the 30s and bluntly with the growth profile it would be likely off forward earnings (ie 27 projections in 26). And that 30's is for more mature companies, not with hockey stick projected growth.
Factor in she has hinted of one or two contracts that alone could ramp up to 1K tons a year (EACH), I mean the numbers are insane.
This post was edited on 7/31/25 at 4:52 pm
Posted on 7/31/25 at 5:05 pm to igoringa
In that latest video - big big comment around 43:30 minute mark.
Kjirstin mentions that warrant exercises have been high enough that they now have $6 million in the bank.
"we are not looking currently for capital" "We are going to be seeing minimal dilution going forward"
Then she got even more aggressive - the guest inferred NASDAQ stock price minimum may not require a split and she agreed (with a little caveat). Keep in mind the NASDAQ minimum is $4 to list.
Blue sky end to a cloudy afternoon lol
Kjirstin mentions that warrant exercises have been high enough that they now have $6 million in the bank.
"we are not looking currently for capital" "We are going to be seeing minimal dilution going forward"
Then she got even more aggressive - the guest inferred NASDAQ stock price minimum may not require a split and she agreed (with a little caveat). Keep in mind the NASDAQ minimum is $4 to list.
Blue sky end to a cloudy afternoon lol
Posted on 7/31/25 at 5:40 pm to igoringa
Insanely bullish.
It would be a hell of a ruse if this was all fake
I believe I’m past that point in my thinking, but we better see the Texas facility by October!!
It would be a hell of a ruse if this was all fake
I believe I’m past that point in my thinking, but we better see the Texas facility by October!!
Posted on 7/31/25 at 5:42 pm to bayoubengals88
quote:
LINK
Decent summary level document.
In terms of Texas facility - she inferred action by Oct and build out complete by end of Q2. Move to Austin for HQ by Dec/Jan (I think she is already there). Fuel lease in one month.
Add in commercial contracts and there is some great information flows ahead if this works
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