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re: a thread for ZETA

Posted by Longer Tail Tiger on 7/6/26 at 8:58 am to
I'm riding with Cgrand too, bought shares this morning during pre-market for about $20.61. :cheers:
quote:

They were saying that NBIS will go to 200-205 on X last night based on some options activity they noticed.

Just wondering if you've found any follow up thoughts on this or if you might be willing to share any additional thoughts you might have. :cheers:

re: 2026 Spring Garden Thread

Posted by Longer Tail Tiger on 6/15/26 at 3:13 am to
Any of y'all plant cushaw (a type of winter squash)? It was commonly planted years ago.

I'm 82. All my life my family planted cushaw. For anyone not familiar with cushaw, it's very easy to grow, very productive, and produces numerous usually very large cushaws. It keeps a long time if allowed to stay on the vine until full maturity when the skin is very hard. It runs a lot, probably more so than pumpkin or butter nut squash, and being so easy to grow and productive it's a great vegetable for a child to plant. Even the smaller ones are pretty large. A butter nut would be very tiny compared to a typical cushaw. The most common cushaw is green striped, although there also is a solid white type.

We usually cooked cushaw as either a casserole or we'd cut the raw round part (with seeds and soft part removed and thrown away) into good sized pieces placed on a baking sheet with the skin side down, add spices, butter, sugar or syrup, to the top of each piece and bake until done. The neck of the cushaw was used for a casserole or pies.

Here's a couple of links to cushaw recipes.

LINK

LINK
I'm 82. All my life my family planted cushaw. For anyone not familiar with cushaw, it's very easy to grow, very productive, and produces numerous usually very large cushaws. It keeps a long time if allowed to stay on the vine until full maturity when the skin is very hard. It runs a lot, probably more so than pumpkin or butter nut squash, and being so easy to grow and productive it's a great vegetable for a child to plant. Even the smaller ones are pretty large. A butter nut would be very tiny compared to a typical cushaw. The most common cushaw is green striped, although there also is a solid white type.

We usually cooked cushaw as either a casserole or we'd cut the raw round part (with seeds and soft part removed and thrown away) into good sized pieces placed on a baking sheet with the skin side down, add spices, butter, sugar or syrup, to the top of each piece and bake until done. The neck of the cushaw was used for a casserole or pies.

Here's a couple of links to cushaw recipes.

LINK

LINK :cheers:
I bought 105 shares during after-hours trading @ $219.487. :geauxtigers:
I got in today @ an average cost of about $34.48 and appreciate all the information you've shared in this thread! :cheers:
For a background of the company for anyone not already familiar with it who might want to begin a thorough due diligence as to whether or not the company is investible, here's a link to QNST's website. LINK

Per the NASDAQ website, the company has high institutional ownership. LINK

Here's a link to the PR announcing the May 7 ER date for its fiscal 2026 third quarter ending on March 31, 2026.
LINK

On Jan. 5, 2026 QuinStreet, Inc., a leader in performance marketplaces and technologies for the financial and home services industries announced it closed the acquisition of SIREN GROUP AG d/b/a HomeBuddy (“HomeBuddy”). Terms of the acquisition included $115 million in cash at closing and $75 million in post-closing payments payable equally over four years, subject to certain closing adjustments. LINK

On Feb. 5, 2026, QNST announced in a PR the ER for its fiscal 2026 second quarter ending on December 31, 2025. LINK
In that PR, inter alia, the CEO, Doug Valent, disclosed guidance for the fiscal 2026 third quarter ending March 31, 2025:
“Turning to our new outlook, which of course includes HomeBuddy, we expect total revenue in fiscal Q3, to be between $330 and $340 million, and total adjusted EBITDA to be between $26.5 and $30.5 million. We expect total revenue in full fiscal year 2026, which ends in June, to be between $1.25 and $1.3 billion, and total full fiscal year adjusted EBITDA to be between $110 and $115 million,” concluded Valenti.

The closing price of QNST yesterday was $13.04, up $.028, with an analysts' consensus price target of $19, which if I'm not mistaken is based on a high target price of $24 and a low target price of $15 per 6 analysts.


re: Spec Play - HGRAF

Posted by Longer Tail Tiger on 4/6/26 at 8:13 pm to
FWIW, I asked Google Gemini this question:
Has Hydrograph Clean Power Inc. stated when or a time frame for receiving its initial commercial purchase order for its synthetic graphene?

Here's the reply:

"HydroGraph Clean Power Inc. has officially moved into the commercial sales phase as of February 24, 2026, following the receipt of critical regulatory approvals.

While the company has previously received smaller purchase orders for research and technical collaborations (such as from a global automotive customer in late 2024 and a synthetic fiber manufacturer in early 2025), the timeline for initial high-volume commercial purchase orders is tied to the following recent milestones:

Current Status and Timeline

Regulatory Clearance (February 2026): On February 24, 2026, HydroGraph announced it received US EPA, UK REACH, and EU REACH regulatory clearances. These are the mandatory legal "green lights" required to begin commercial-scale sales of their Fractal Graphene in the United States and Europe.

Commercial Goal for 2026: In the most recent CEO letters and investor documents, the company stated that its primary strategic plan for 2026 is to secure its first major supply contracts.

Production Scaling: To meet the anticipated demand from these orders, the company commenced construction on two additional Hyperion reactors in January 2026 and expects its new Texas production facility to increase capacity to over 350 tons during the 2026–2027 period.

Key Market Verticals

The company has indicated it is currently engaged with over 60 potential customers, with the "initial" major commercial orders expected to come from these specific sectors:

Lubricants and Coatings: Recently qualified partners like Hubron International and Broadway Colours are preparing "masterbatches" for industrial use.

Composites and Plastics: Testing has shown a 20% reduction in PET material for plastic bottles and significant strength improvements in cement.

Energy Storage: Active collaborations for supercapacitor and battery materials.

In summary, while HydroGraph has not announced the "signing" of a specific multi-ton purchase order yet, the regulatory barrier was removed in February 2026, and management has signaled that securing these contracts is the central objective for the remainder of this year."

re: Spec Play - HGRAF

Posted by Longer Tail Tiger on 4/6/26 at 8:12 pm to
FWIW, I posed this question to Google Gemini:

Is it correct that Hydrograph Clean Power Inc. has stated its intent is to locate a production facility in or near Houston and secure an agreement with an acetylene supplier to supply acetylene via a pipeline to Hydrograph's production facility?

Here's the reply I received:

"Yes, that is correct. HydroGraph Clean Power Inc. has publicly detailed a strategic plan to establish a large-scale production facility in Texas, specifically targeting the Houston area (or "South Texas") due to its proximity to critical industrial infrastructure.

The core of this strategy involves securing a direct acetylene pipeline connection, which is essential for scaling their proprietary "Hyperion" detonation process.

Key Details of the Expansion Plan
Location Strategy: While the company recently established a headquarters and initial production hub in Austin, TX (expected to be operational in Spring 2026), its "second facility" for massive scale-up is planned for the Houston/South Texas region.

The Acetylene Pipeline: HydroGraph has confirmed it is in the process of securing a final agreement for a site adjacent to an acetylene pipeline access point. This move is designed to:

Lower Costs: Reduce the expense of transporting raw materials.

Increase Volume: Provide a continuous, high-purity supply of feedstock (acetylene) to support larger-scale production.

Enable Rapid Scaling: Allow the facility to scale from 5 reactors to over 15 units as customer demand grows.

Production Targets: The planned 70,000-square-foot facility is intended to be operational by the end of 2026, with an ultimate production capacity exceeding 350 tons of graphene annually.

Strategic Context
This expansion addresses the company’s primary manufacturing bottleneck: access to high-volume acetylene. By moving from batch-fed systems (used at their Manhattan, KS and initial Austin sites) to a pipeline-fed model in Houston, HydroGraph aims to transition from pilot-scale production to full industrial-scale manufacturing."

re: Spec Play - HGRAF

Posted by Longer Tail Tiger on 4/6/26 at 5:47 pm to
quote:

The approval the reddit's are talking about is for the three Hyperion's on the Canadian site.


FWIW, I asked Copilot the following question:

Has the hyperion Hdrograph Clean Power Inc has been using to produce its synthetic graphene been moved to another location or is it still in Manhattan, Kansas; and where are the two additional hyperions that are being built to be located?

Here's Copilot's response:

"Here’s the clear, up-to-date answer:

HydroGraph’s original commercial Hyperion reactor is still in Manhattan, Kansas, and the company has not announced any relocation of that existing unit. The two new Hyperion reactors now under construction will be commissioned first in Manhattan, Kansas, and then relocated to HydroGraph’s new U.S. facilities in Austin, Texas, which are currently being built.

Where the Existing Hyperion Reactor Is Located
? Still in Manhattan, Kansas
All available reporting confirms that HydroGraph’s original commercial Hyperion reactor—used to produce its FGA-1 fractal graphene—remains at the company’s 13,000-sq-ft manufacturing facility in Manhattan, Kansas.
There is no indication in any 2025–2026 disclosures that this reactor has been moved.

Where the Two New Hyperion Reactors Are Going
HydroGraph began construction of two additional Hyperion reactors in early 2026. Here’s the confirmed sequence:

1?? Initial Commissioning Location
Manhattan, Kansas
Both new reactors will be commissioned and tested at the Manhattan facility before being moved.

2?? Final Operating Location
Austin, Texas (new U.S. facilities under construction)
After commissioning, both reactors will be relocated to Austin, where HydroGraph is building a new production site.
Where the Two New Hyperion Reactors Are Going
HydroGraph began construction of two additional Hyperion reactors in early 2026. Here’s the confirmed sequence:

1?? Initial Commissioning Location
Manhattan, Kansas
Both new reactors will be commissioned and tested at the Manhattan facility before being moved.

2?? Final Operating Location
Austin, Texas (new U.S. facilities under construction)
After commissioning, both reactors will be relocated to Austin, where HydroGraph is building a new production site."

re: Spec Play - HGRAF

Posted by Longer Tail Tiger on 3/21/26 at 12:44 pm to
Per Kevin Bambrough:
“A top 10 automaker wanted at least a 5% improvement in plastics and Hydrograph has delivered +25% improvement”

This one piece of information needs to digested and deeply considered.

Conclusion: Hydrograph’s fractal graphene is going to be in high demand for all plastics.

Fractal graphene is the going to be accepted as essential additive for advanced manufacturing of virtual any product we make.

Hydrographs is going make not just billions but tens of billions in the coming years.

We are on the cusp of a nano engineering / nano material revolution.

We can easily see this company get over a USD $100 bln market cap in a very very short time. Thats hundreds of dollars per share.

You either understand fractal graphene and its capabilities or you don’t.

Hydrograph is the only company that makes fractal graphene. The process elegant and patented. They have considerable downstream patents for working with the graphene.

It is extremely difficult to value this company because $100bln cap could be very conservative.

Just like the graphene. The opportunity is growing in a fractal. Companies all over the globe will innovate with it and the graphene will flow like a river into everything we produce." ETA: He posted it @ 12:36 PM · Mar 21, 2026.
LINK

re: Spec Play - HGRAF

Posted by Longer Tail Tiger on 3/19/26 at 11:11 pm to
quote:

I would want to know how much better my graphene makes products better.


We know regular graphene makes concrete stronger. But how would pristine graphene do in this application?

Plastic?

Composites?

Lubricants?


Marketing will want to differentiate.


I asked Grok the following question:
Has Hydrograph Clean Power Inc. disclosed how its graphene performs when added to plastics, composites and lubricants compared to the performance other companies' graphene?

Here's a link to the reply to my question: LINK

re: Spec Play - HGRAF

Posted by Longer Tail Tiger on 3/17/26 at 10:10 pm to
Per Kevin Bambrough, with link below:
"Had a great prep call with Dr Sorensen for an up coming podcast.

Very excited to attempt to have explain the Prof. explain the science behind

100% Sp2 bonding, 100% crystalline, Turbostratic, FRACTAL, graphene aggregates.

The material hydrograph produces is unique and extremely valuable.

Being able to produce it at scale with an ISO 9001 standard is a complete game changer.

We are hoping to help everyone understand the science and why Dr. Sorensen is still so excited by the ideas he has that he has trouble sleeping.

It’s an extremely revolutionary time in material science and $hg $hgraf is in the best position to capitalize on the advances that are taking place." [Bolding addd for emphasis] LINK
Any of y'all have any thoughts about NBIG, the Leverage Shares 2X Long NBIS Daily ETF?
I 100% agree with everything you set forth in your post! Yours is the first that correctly interpreted what Wade's remarks amounted to.

re: Spec Play - HGRAF

Posted by Longer Tail Tiger on 2/28/26 at 8:15 pm to
Many thanks for sharing exactly what I was looking for.

re: Spec Play - HGRAF

Posted by Longer Tail Tiger on 2/22/26 at 3:57 pm to
quote:

Too late, buddy. I already bet the farm, now you're on the hook



I bought shares last year slightly below a dollar. Had I bought a bit earlier that, of course, would've been better.

Congratulations and All the Best to you! :cheers:

re: Spec Play - HGRAF

Posted by Longer Tail Tiger on 2/21/26 at 7:11 pm to
No problem with your post.

As obvious as it is or should be, the information I posted is "Per Kevin Bambrough" as I clearly stated and you clearly noted.

However, although it should be unnecessary for me to state, I in no way vouch for Kevin Bambrough's posted information on X or anywhere else.