re: Spec Play - HGRAF

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how much we gambling here?

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I just bought 520 shares after reading a good portion of this thread.

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they will fill a huge warehouse with these Hyperion Units that cost $350,000 each, and produce 350 tons per year.

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Confirming how I read you post - that's 350 tpy per unit?

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I was quoting from memory, but I checked and the 350 tons is the production from 5 of the new larger Hyperion units. So the total cost to build would be 5 x $350K, or $1.75M. Still, very cost effective, given that the revenue on 350 tons is going to be around $140M

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Thanks for the info.

I was more looking at it from the angle of top line capability. What kind of revenue capacity this facility when built out would have.

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I wouldn't look at it that way. They Hyperion units are stand alone units that they can build as many as they need. I think they plan on building 5 in 2026, but could easily add more. That's the beauty of this synthetic graphene.

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Makes sense.

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Whenever they get a new high volume customer, they will add enough hyperion units to service that client. At $350K each, they will pay for themselves in a few months.

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For $350K per copy, they'll stay a handful of units ahead of customers/demand.

I hope their patents are durable.

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I hope their patents are durable.

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The Chinese have a proclivity to hack, then steal, everybody else's IP with nothing ever done about it.

I believe it has been mentioned that they will be VV open to setting up a Hyperion or two in the vicinity of a really big customer that has a want for mass amounts of graphene. No Hyperions will be for sale.

Is there a way to check the status of the EPA request or even prove it was filed? Does the EPA provide an ETA or do we have to take the company’s word for it?

Article titled: "Google changed our screens. HydroGraph could change our structures." is linked below.
LINK

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I don't want to take profits at $4 and then watch it shoot to the moon, afterwards.

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I’m going to take profits on 25%after if/when hits the Nastaq and we get that initial spike.

I got greedy on not taking profits from NBIS when I was at 120% growth and it really burns my arse.

In regard to obtaining EPA approval, per HGRAF's Management Discussion and Analysis, for the nine months ended June 30, 2025: "The Company is in communication with the EPA to ensure risks are mitigated and expects EPA clearance in the calendar year 2025 but cannot guarantee timing or quantify any potential financial impact of any EPA or other regulatory requirements.", as shown in the entire paragraph quoted below, which can be found on page 3 of the link below.

"The US Environmental Protection Agency (the “EPA”) requires all new chemicals to be reviewed and registered. There is special attention on chemicals that are nano size. The EPA reviews new chemicals
and nano size chemicals to ensure there is no impact on people and the environment. This is a requirement for all producers in the USA and for all graphene products used in the USA regardless of where the product
was produced. The Company is in communication with the EPA to ensure risks are mitigated and expects EPA clearance in calendar year 2025 but cannot guarantee timing or quantify any potential financial impact
of any EPA or other regulatory requirements. In September 2023, the National Institute for Occupational Safety and Health (the “NIOSH”) conducted an audit of operating facilities. Their final report indicated that
HydroGraph’s production is well within safe operating parameters." [Bolding added for emphasis]

LINK

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Is there a way to check the status of the EPA request or even prove it was filed?

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I don't know. The earliest article i have seen that says they have filed with the EPA is from 1-24. I have seen many people say they have emailed the Shareholder Relations guy, and he seems to always answer in a satisfactory way.