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Dock Holiday
| Favorite team: | |
| Location: | |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 1922 |
| Registered on: | 9/30/2015 |
| Online Status: | Online |
Recent Posts
Message
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/26/26 at 7:11 am to Guntoter1
quote:
Nasdaq listing, acetylene pipeline contract, purchase agreements with customers.
Of the ones you list above I believe raw material supply contracts are the most likely to drop soon, acetylene and oxygen.
It won't move the stock price needle much because they are "worker bee" type positions, but I'd like to see them begin to fill the open positions listed on their career page. That tells me the ramp up is real and 2026 could hockey stick at some point.
It's still also unclear to me what they intend to do with the flammable waste gas that is a by-product of their process? As they get to 1000 tons/year of production, that's not a minor inconvenience and needs a home or needs to be captured and burned. What are they doing with small amounts generated it in the Kansas labs during this R&D phase?
1
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/26/26 at 5:33 am to dstone12
quote:
Do we anticipate the same negative movement tomorrow or will we come back up?
The most likely move is a creep up. Offerings almost always cause negative action as you saw yesterday, but the positive is it bounced back a settled.
We are all sitting around and waiting for the next company move, which will likely happen very soon. If you want in you better hurry, the credibility in the product and the company is gaining ground.
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/25/26 at 9:02 am to Guntoter1
quote:
sold 25k at 4.04 yesterday. got them back today at 3.72.
Well done.
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/25/26 at 8:45 am to Jax-Tiger
quote:
ust picked up 5k at $3.75.
Couldn't help myself either. I got some at $3.77, boat needs some new electronics, so these went in a brokerage account.
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/25/26 at 8:17 am to tiggerthetooth
quote:
Anyone get the vote email?
Yes
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/25/26 at 7:18 am to Guntoter1
quote:
If the price drops below 4, I will be adding to my position.
You will get that chance in a little over an hour, decide your share amount now.
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/24/26 at 2:41 pm to Jax-Tiger
Bouncing off that $4.50 wall again, but it's beautiful to see it there. :cheers:
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/24/26 at 10:29 am to dallastiger55
quote:
So is anyone buying more?
I'm tapped out and holding every single share I've had since early fall.
Now looks like the morning FOMO is over and the shorts and profit takers have been pounced.
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/24/26 at 10:23 am to masoncj
Seems to be a very strong wall at $4.50 today. Guessing Shorts are there
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/24/26 at 8:16 am to FieldEngineer
:cheers:
GONNA BE A FUN DAY!!!
GONNA BE A FUN DAY!!!
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/23/26 at 7:09 pm to PeteRose
quote:
I’ve been thinking of selling some VGT today and buy some hg
Do it... EPA approval likely pushes it close or just beyond $5 , especially if approval hits end of this week.
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/23/26 at 9:42 am to D_cup
I bought in late summer/early fall, tried to get cute and sold all my shares during a run up, I was out of powder and wanted more shares. It nearly costs me, but I was able to get back in and added about 0.5% more shares. I got lucky.
I won't make that mistake again.
I don't blame anyone who wants to take profits and run, in the end this is all about making money, I just hope there are considerably more out there trying to get in than there are that are trying to exit. Supply and demand rules.
I won't make that mistake again.
I don't blame anyone who wants to take profits and run, in the end this is all about making money, I just hope there are considerably more out there trying to get in than there are that are trying to exit. Supply and demand rules.
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/23/26 at 9:24 am to Rendevoustavern
quote:
I do like the vesting period.
That's exactly what stood out to me, they are betting on themselves here.
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/23/26 at 8:57 am to NaturalBeam
NICE!
quote:
In connection with Mr. Neale’s appointment as CFO, the Company granted him 938,538 stock options on February 20, 2026 exercisable for 938,538 common shares at a price of $4.47 per share for a period of 5 years. 25% of the options vest on each of February 20, 2027, February 20, 2028, February 20, 2029 and February 20, 2030.
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/23/26 at 7:04 am to dkreller
quote:
So the current chambers produce 10 metric tons. Is that per year?
In an interview with the CEO it was confirmed that their current units can produce 10 tons/yr, but COULD stretch it to 15 tons/yr if running around the clock. The 10 tons/yr was not based on 24 hour operation.
They are also designing 25 ton/yr units, but at this point I'm not sure they have even made it to testing phase with the larger units.
Keep in mind the chambers are relatively small and I read somewhere 100 of them can fit in a decent size warehouse.
100 X 10 = 1,000
1,000 X $350,000/ton = $350,000,000 in annual revenue
Pretty significant revenue for a start-up
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/21/26 at 7:52 am to Longer Tail Tiger
quote:
Per Kevin Bambrough
I'm happy he's on our side and pumping, but anything he says I take with a gigantic grain of salt... especially knowing he has 18 MM shares... He's the yang to the short's yin.
Figured I'd repost this from Jax... Whole lot of reality in this.
quote:
I have a feeling that this one will test our patience before it's all over.
Never count your money until the dealin's done...
I think we've all been riding this out to see if HGRAF is a legit company. If they get EPA financing, open a new headquarters building, and build a production facility, then they are a legit company.
The next question is, "where are the customers?". That's where it will get dicy, IMO. The institutional investors will get in there and start fricking with the price, just like they did with NBIS. They will drive the price down and try to drive you out. I hope all that fluctuation is between $20 and $40, not $1 and $5, though, while we're waiting for the next breakout customer..
If we want this to play out this year, we're going to have to hope the market rewards potential, because HGRAF is not going to be able to make enough graphene in 2026 to have a multi-billion dollar revenue stream. They may not have enough capacity in 2027 to do that.
If HGRAF gets a contract in the next year with a couple of big players, then the price is going to comfortably be in double digits and our profits will be somewhat secure and we can wait for it to play out.
If the big guys, like the DoW and Tesla don't sign up right away, the doubts will set in, and we'll be wondering if we did the right thing. Especially as the big institutional buyers start playing their short games and shite...
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/20/26 at 12:15 pm to Hangit
ho hum tree fifty here we come...
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/20/26 at 10:27 am to Hangit
quote:
On 2-4 he was told that the EPA approval would be 2-3 weeks. That is Feb. 18th to 24th. The latest communication has moved the goalposts, yet again, to "by the end of the month.
I actually don't agree, no goal posts have been moved by anyone, certainly not anyone in the HG camp.
2-4-26 plus 21 days = 2-25-26, that's only 3 days before the end of February. If we are 2 weeks into March and no announcement, THEN my jimmies will be rustled.
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/20/26 at 8:59 am to Jax-Tiger
30 minutes into trading and volume is near 500K shares :popcorn:
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/20/26 at 7:20 am to PeteRose
quote:
I just found out HG lab director is some Chinese dude.
Their Lab Manager job posting for Austin is still up. Are you saying someone was hired or is this something different?
re: Spec Play - HGRAF
Posted by Dock Holiday on 2/20/26 at 7:12 am to FieldEngineer
quote:
I always expect pullbacks on Fridays. Don’t know why.
I agree, and it's worse on holiday weekends. I blame it on the growth of "E-Trade" and "Robin hood" investor types looking for weekend spending money.
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