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Posted on 9/2/26 at 8:11 pm to masoncj
Posted on 9/14/26 at 7:38 pm to masoncj
“The results of 16-week cyclic corrosion testing of ecosparc® additives using HydroGraph’s Fractal Graphene are highly
encouraging and provide further confidence in the prospect of deepening our collaboration with HydroGraph in
protective coatings. Securing sources of high quality, sustainably produced, western supply of graphene remains a key
focus for Sparc as it builds its customer base and expands its product range across multiple high-value coating
segments."
LINK
encouraging and provide further confidence in the prospect of deepening our collaboration with HydroGraph in
protective coatings. Securing sources of high quality, sustainably produced, western supply of graphene remains a key
focus for Sparc as it builds its customer base and expands its product range across multiple high-value coating
segments."
LINK
Posted on 9/15/26 at 7:27 am to masoncj
I'm assuming that Sparc is one of the HGRAF contracts expected in 2026. Even though Sparc is using HGRAF graphene, HGRAF has not announced a contract, yet, so my assumption is that Sparc is still buying low volume amounts of graphene at this point.
Will be interesting to see how much graphene they need, as it will take a huge amount of paint to consume tons of graphene at the load levels they use.
Will be interesting to see how much graphene they need, as it will take a huge amount of paint to consume tons of graphene at the load levels they use.
Posted on 9/15/26 at 8:55 am to Jax-Tiger
Volume is relatively high - already 40% above the 10-day average and the price is up 30%. Still low total volume, but could this be the start of a bigger move?
Posted on 9/15/26 at 9:02 am to Jax-Tiger
I am hoping their partnership with Akzonobel is the catalyst for large orders
Akzo is basically the sherwin Williams of Europe
Akzo is basically the sherwin Williams of Europe
Posted on 9/15/26 at 10:18 am to masoncj
quote:
Akzo is basically the sherwin Williams of Europe
How much graphene is Sparc buying? Seems to me that marine coatings would be the real market, right? With solvent based paint? That has yet be fully tested.
If HGRAF can meet Sparcs needs with just the production coming out of Austin, then it will be interesting to see if the Akzo contract after the 25 week testing is over creates a backlog...
Posted on 9/15/26 at 11:03 am to Jax-Tiger
On the Reddit chat
A reputable poster said 4 to 6 tons
Which, could be one to $1.5 million in revenue to hydrograph
A reputable poster said 4 to 6 tons
Which, could be one to $1.5 million in revenue to hydrograph
Posted on 9/16/26 at 7:32 am to Jax-Tiger
quote:
quote:
Akzo is basically the sherwin Williams of Europe
How much graphene is Sparc buying? Seems to me that marine coatings would be the real market, right? With solvent based paint? That has yet be fully tested.
If HGRAF can meet Sparcs needs with just the production coming out of Austin, then it will be interesting to see if the Akzo contract after the 25 week testing is over creates a backlog...
For general paint markets Akzo is big in Europe. But in marine applications quality counts the most and Akzo has a worldwide reputation for high quality. If they successfully go hard after the marine market, including O&G offshore, they will attract a lot of eyes.
Posted on 9/16/26 at 9:19 am to masoncj
quote:
Which, could be one to $1.5 million in revenue to hydrograph
Which is probably multiples more than they've ever had before, but not enough for a company valued in the billions.
I've heard that number for the initial LOI, but that is an initial contract. If the product is successful, demand will grow and subsequent orders will come. Right now, they can fulfill that order with the Austin production. It would be nice to see a backlog before they Bellville plant opens.
IMO, they will need to bring that facility on line before any big orders come in. It would be nice to see a bunch of small orders in the meantime and maybe stretch the capabilities of the Austin facility.
I also think we need to rethink what a large order is. If you do the math, even a large auto manufacturer would not need a 1000 tons of graphene per year, at the load levels we're being told about. I think we're going to need a higher number of small/medium contracts to fulfill the potential of this company. Fortunately, there does not seem to be a limit on the number of use cases for graphene.
Posted on 10/15/26 at 7:35 pm to masoncj
Interesting annoucement by Sparc today
LINK
This might have a little negative impact on Hydrograph but still expect once positive results from the 4000 hour test is complete that a full contract is signed between HG and Sparc…I mean they have a LOI already signed
LINK
This might have a little negative impact on Hydrograph but still expect once positive results from the 4000 hour test is complete that a full contract is signed between HG and Sparc…I mean they have a LOI already signed
Posted on 10/15/26 at 8:47 pm to masoncj
Sparc has stated before that all graphene is different and each has things they do better or worse than the next…that no one variety is best at everything.
Posted on 10/15/26 at 9:17 pm to JperiodCperiod
For sure
I think the main determination here was logistically.
Levidian appears to already have good presences in the Middle East
I think the main determination here was logistically.
Levidian appears to already have good presences in the Middle East
Posted on 10/29/26 at 9:52 pm to masoncj
SPARC released their quarterly report
LINK
I ran it though Chat:
The biggest revelation: SPARC's revenue potential:
SPARC reports that it now has:
2 commercial customers
More than 20 active testing and qualification programs
Over 50 million litres of annual coatings volume represented by its existing pipeline
Approximately US$1.20 in SPARC revenue per litre of coating containing its additives
Approximately 50% gross margins
LINK
I ran it though Chat:
The biggest revelation: SPARC's revenue potential:
SPARC reports that it now has:
2 commercial customers
More than 20 active testing and qualification programs
Over 50 million litres of annual coatings volume represented by its existing pipeline
Approximately US$1.20 in SPARC revenue per litre of coating containing its additives
Approximately 50% gross margins
Posted on 10/29/26 at 9:55 pm to masoncj
I think the biggest update in the QR is that at $1.20 per liter to add potential 25-50% more corrosion control over the life of the paint is a huge selling point
Will see
Will see
Posted on 10/30/26 at 8:48 am to masoncj
That is good news. Hopefully they get some traction and get some substantial contracts. Those next test results could be a trigger.
Posted on 10/30/26 at 11:42 am to Jax-Tiger
Interesting. While volume is not high, per se, it is about 5x higher than normal...
Posted on 10/30/26 at 11:52 am to Jax-Tiger
Yep I noticed that as well.
It’s obviously a blood bath today for most of the market
Hopefully get some good feedback on test by TG
It’s obviously a blood bath today for most of the market
Hopefully get some good feedback on test by TG
Posted on 10/30/26 at 1:16 pm to masoncj
Because this is such a low volume trader, news of a decent size contract could cause a real spike. I will be tempted to sell if that happens...
Posted on 10/30/26 at 1:37 pm to Jax-Tiger
Im holding long term and hoping for a buy out by AkzoNobel
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