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Longer Tail Tiger
| Favorite team: | LSU |
| Location: | |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 331 |
| Registered on: | 12/24/2019 |
| Online Status: | Not Online |
Recent Posts
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re: Spec Play - HGRAF
Posted by Longer Tail Tiger on 4/6/26 at 8:13 pm to supermiller
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."
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 supermiller
(No Message)
re: Spec Play - HGRAF
Posted by Longer Tail Tiger on 4/6/26 at 8:12 pm to supermiller
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."
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 supermiller
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 dstone12
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
“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 dstone12
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 NaturalBeam
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
"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
re: Nebius - NBIS - AI Infrastructure Company
Posted by Longer Tail Tiger on 3/17/26 at 11:52 am to RJSambola
Any of y'all have any thoughts about NBIG, the Leverage Shares 2X Long NBIS Daily ETF?
re: Pretty much a given Wade is coming home IMO
Posted by Longer Tail Tiger on 3/12/26 at 7:04 pm to ellessuuuu
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 BDE
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 Naked Bootleg
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 Dock Holiday
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.
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.
re: Spec Play - HGRAF
Posted by Longer Tail Tiger on 2/20/26 at 5:32 pm to Jax-Tiger
Per Kevin Bambrough yesterday...
"I’ve found single applications that are possibly uniquely available to fractal graphene aggregates that could be worth billions.
Still work to be done in labs. But, seriously… many of these applications could prove to be massive vertical that deliver huge profits.
So many amazing applications it’s extremely difficult to decide which ones to focus on more"
LINK
"I’ve found single applications that are possibly uniquely available to fractal graphene aggregates that could be worth billions.
Still work to be done in labs. But, seriously… many of these applications could prove to be massive vertical that deliver huge profits.
So many amazing applications it’s extremely difficult to decide which ones to focus on more"
LINK
re: Spec Play - HGRAF
Posted by Longer Tail Tiger on 2/14/26 at 4:56 pm to FieldEngineer
Per Kevin Bambrough:
Why the HydroGraph x Hubron Deal is the "Missing Link" I’ve Been Waiting For”
I have spent decades analyzing the resource and technology sectors, hunting for those rare, asymmetric opportunities where a small, misunderstood company solves a massive, global bottleneck.
For the past fifteen years, the "Graphene Revolution" has been the boy who cried wolf, promising miracles in material science but delivering little more than hype, press releases, and science experiments that never left the lab.
But now, I believe the waiting is over.
HydroGraph Clean Power (CSE: HG) has just announced a partnership that I view as the definitive "industrial unlock" for the entire sector. They have signed an agreement with Hubron International to join their Compounding Partner Program.
To the average retail investor, "Hubron" might just be a name. But to anyone who understands the deep plumbing of the global plastics supply chain, this is the moment HydroGraph graduated from a science lab to the factory floor.
Here is why this deal is the catalyst that could re-rate this stock. LINK
Why the HydroGraph x Hubron Deal is the "Missing Link" I’ve Been Waiting For”
I have spent decades analyzing the resource and technology sectors, hunting for those rare, asymmetric opportunities where a small, misunderstood company solves a massive, global bottleneck.
For the past fifteen years, the "Graphene Revolution" has been the boy who cried wolf, promising miracles in material science but delivering little more than hype, press releases, and science experiments that never left the lab.
But now, I believe the waiting is over.
HydroGraph Clean Power (CSE: HG) has just announced a partnership that I view as the definitive "industrial unlock" for the entire sector. They have signed an agreement with Hubron International to join their Compounding Partner Program.
To the average retail investor, "Hubron" might just be a name. But to anyone who understands the deep plumbing of the global plastics supply chain, this is the moment HydroGraph graduated from a science lab to the factory floor.
Here is why this deal is the catalyst that could re-rate this stock. LINK
re: Spec Play - HGRAF
Posted by Longer Tail Tiger on 2/11/26 at 5:39 pm to dkreller
HydroGraph Clean Power Inc.
@HydroGraphInc
"HydroGraph is hiring as we scale our U.S. operations in Austin."
"We’re currently recruiting for two roles on our Business Development team, supporting the commercialization of ultra-pure graphene across defense, government, and industrial markets." LINK
"Companies often struggle to realize graphene’s promised benefits when they first try it or can’t show a clear value proposition. Here's why." LINK
@HydroGraphInc
"HydroGraph is hiring as we scale our U.S. operations in Austin."
"We’re currently recruiting for two roles on our Business Development team, supporting the commercialization of ultra-pure graphene across defense, government, and industrial markets." LINK
"Companies often struggle to realize graphene’s promised benefits when they first try it or can’t show a clear value proposition. Here's why." LINK
re: Spec Play - HGRAF
Posted by Longer Tail Tiger on 2/4/26 at 10:40 pm to Longer Tail Tiger
'HydroGraph estimates that an outlay of US$10 million to US$15 million on production can generate more than $100 million in sales.'
' “We have between 10 and 15 clients that are really in that last stage that could convert into revenue within the next year,” Breure says, adding that the company has generated “small amounts” of revenue thus far but expects a more significant revenue stream to be “kicking in next year." '
LINK
' “We have between 10 and 15 clients that are really in that last stage that could convert into revenue within the next year,” Breure says, adding that the company has generated “small amounts” of revenue thus far but expects a more significant revenue stream to be “kicking in next year." '
LINK
re: Spec Play - HGRAF
Posted by Longer Tail Tiger on 2/4/26 at 10:11 pm to masoncj
HydroGraph Clean Power Inc. Posted today on X:
CEO Kjirstin Breure explains how simple the science fiction-like process that creates our ultra-pure graphene really is.
LINK
CEO Kjirstin Breure explains how simple the science fiction-like process that creates our ultra-pure graphene really is.
LINK
re: Spec Play - HGRAF
Posted by Longer Tail Tiger on 1/22/26 at 9:28 pm to JperiodCperiod
56,000+
re: Spec Play - HGRAF
Posted by Longer Tail Tiger on 1/21/26 at 7:03 pm to NaturalBeam
quote:
“I’ve gone through the summary twice and all I can get out of it is ‘you don’t have enough shares’”
In my opinion that's definitely correct, and it's especially true for me.
My only problem is the unavailability of cash, except at the beginning of each month, when I gain access to my retirement funds. :lol:
re: Spec Play - HGRAF
Posted by Longer Tail Tiger on 1/21/26 at 12:55 pm to Longer Tail Tiger
A HydroGraph Clean Power Update from Kerry Landis
LINK
ETA: The discussion more specifically about HGRAF begins at about 39 minutes into the video.
LINK
ETA: The discussion more specifically about HGRAF begins at about 39 minutes into the video.
re: Spec Play - HGRAF
Posted by Longer Tail Tiger on 1/7/26 at 10:22 pm to Longer Tail Tiger
FWIW, Per Kevin Bambrough on X, who stated everything quoted below. See the link below from which everything quoted below is derived.
2h[s] [ago]
"$hg $hgraf will see its graphene variants all through military applications. I expect the USA GEIC this year and formalized partnership with all aspects of the military (not just army) and DoE on top of it. Stock is gonna go bonkers soon. I’m excited"
"I’ll say it again…. I’m not saying it’s going up. Or making new highs. Those would be gross understatements to what is brewing. Bonkers! Is my prediction"
"Bonkers (adj./adv.)
A technical state of market euphoria where a stock’s price action departs from the laws of physics, fundamental valuation, and occasionally, human reason.
A stock is officially classified as "Bonkers" when its upward trajectory stops looking like a "staircase to heaven" and starts looking like a vertical line drawn by a toddler during a caffeine spike.
To qualify as Bonkers, a ticker must achieve a "Three-Digit-Sprint"—gaining 100% or more in a timeframe usually reserved for a single lunch break.
Key Indicators of Bonkers Performance:
•The Neck Snap: When a trader checks the chart at 10:00 AM, sneezes, and returns at 10:01 AM to find the stock has bypassed the moon and is currently approaching Andromeda.
•The Valuation Vacuum: A phenomenon where the higher the stock goes, the less the company's actual revenue matters.
In a Bonkers state, a company that sells used shoelaces can be valued higher than a mid-sized European nation.
•The RSI Meltdown: When the Relative Strength Index (RSI) hits 99 and the indicator needle physically breaks off the screen.
Usage in a sentence: "I was going to set a trailing stop, but the stock went absolutely bonkers and now I own a private island."
LINK
:cheers:
2h[s] [ago]
"$hg $hgraf will see its graphene variants all through military applications. I expect the USA GEIC this year and formalized partnership with all aspects of the military (not just army) and DoE on top of it. Stock is gonna go bonkers soon. I’m excited"
"I’ll say it again…. I’m not saying it’s going up. Or making new highs. Those would be gross understatements to what is brewing. Bonkers! Is my prediction"
"Bonkers (adj./adv.)
A technical state of market euphoria where a stock’s price action departs from the laws of physics, fundamental valuation, and occasionally, human reason.
A stock is officially classified as "Bonkers" when its upward trajectory stops looking like a "staircase to heaven" and starts looking like a vertical line drawn by a toddler during a caffeine spike.
To qualify as Bonkers, a ticker must achieve a "Three-Digit-Sprint"—gaining 100% or more in a timeframe usually reserved for a single lunch break.
Key Indicators of Bonkers Performance:
•The Neck Snap: When a trader checks the chart at 10:00 AM, sneezes, and returns at 10:01 AM to find the stock has bypassed the moon and is currently approaching Andromeda.
•The Valuation Vacuum: A phenomenon where the higher the stock goes, the less the company's actual revenue matters.
In a Bonkers state, a company that sells used shoelaces can be valued higher than a mid-sized European nation.
•The RSI Meltdown: When the Relative Strength Index (RSI) hits 99 and the indicator needle physically breaks off the screen.
Usage in a sentence: "I was going to set a trailing stop, but the stock went absolutely bonkers and now I own a private island."
LINK
:cheers:
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