Longer Tail Tiger

In my opinion, the apparent lengthiness of the process to gain EPA approval is probably typical of overly burdensome, and sometimes nonsensible, governmental rules and regulations, which reflect poorly in regard to the process and the EPA itself, especially in this set of circumstances with respect to the quality of HGRAF's graphene, Hydrograph as an entity seeking approval, and more specifically its detonation process which, if I'm not mistaken, appears to have been going on safely for about a decade, without any adverse events or effects relating to people or the environment. All of the foregoing, of course, is solely to the best of my very limited knowledge and understanding and my being prone to frequently err in such matters. :lol:

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

"Legendary investor Doug Casey bullish on Hydrograph"
"I hate to say such things, but a crazy little stock like this has 1000-to-1 potential."
LINK

"Interview with Kjirstin Brueure: The Power of Graphene"
LINK

"Graphene Explosions in Texas"
LINK

New Jay Taylor interview with HydroGraph Clean Power's Business Development leader Tom Eldridge titled:

"How HydroGraph is Laying the Groundwork for Huge Future Profits" is linked below.
LINK

Another fairly new video titled "Graphene’s Wildcard: HydroGraph CEO Joins TokStocks for a Candid Conversation"
LINK :cheers:

ETA: In my opinion, this video is one of the best, if not the best video, I've watched and listened to. The host does a great job in posing questions to our President and CEO.

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Timeline Analysis for Hydrograph EPA Submissions

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As far as I can imagine, under the current EPA administration, one might reasonably, and thus rationally, conclude that the pathway for Hydrograph to receive EPA approval is now probably much less burdensome than it would have been under any previous administration, based on the current administration's deregulatory actions thus far. LINK

New 25-minute video released this morning, of an interview by Jay Taylor, with President and CEO Kjirstin Breure of Hydrograph, titled: "HydroGraph's CEO projects 2026 as a Year of Transition & More Patents" with link below.

Per Jay Taylor,
"This week I had planned to have Tom Eldgridge, HydroGraph Clean Power’s business development executive, as my guest along with the company’s President & CEO Kjirstin Breure. The purpose for having them on the program was mostly to learn more about the opportunities and challenges HydroGraph faces in commercializing its breakthrough sp2-bonded-patent-protected graphene for application in virtually every industry you can imagine. Unfortunately, Tom was under the weather and not able to join the discussion. But Kjirstin was available and the timing for having her on was excellent because she had just written a shareholder letter updating where HydroGraph is now and where she plans to take the company a year from now.Here are some of the topics covered in my October 23 discussion with Kjirstin Breure:

Plans for listing the company’s shares on NASDAQ and de-listing them in Canada during Q1 2026.

The transfer and increasing production from Manhattan, Kansas to Texas with corporate headquarters to be established in Austin.

Looking forward to building an initial annual graphene production capacity of 350 tons per year by the end of 2026, when the company finally commercializes its patented process for the production of sp2-bonded graphene. Longer term the vision is for substantially larger quantities of graphene production given that more than one potential client will have the need for over 1,000 tons per year!

Delays in the building out production.

The company’s recent patent for graphene-based actuator technology that can reduce noise and energy demands. She noted that there is a large number of other patent prospects in the pipeline.

Anticipation that graphene should help the U.S. solve its critical mineral crisis.

HydroGraph's recent C$20 million equity raise at C$2.90 to be used to build out the Houston production facility and hire more scientists.

The company is currently producing about one ton of graphene per month. It will be adding two Hyperion units over the next couple of months that will increase its production capacity to 30 tons/year as the company heads toward commercial production. By the end of 2026 management expects to have a capacity of 350 tons per year.

To consider what 350 tons of graphene production per year can mean for HydroGraph, let’s review the economics of the HydroGraph’s business model for the sale of its sp2-bonded material which is the only true graphene on the market.

The minimum price HydroGraph will charge is $250,000 per ton although prices are expected to range upward to $900,000 depending on the engineering complexity required to meet specific corporate needs. But let’s assume a minimum of $250,000 to be conservative. If the company sold 350 tons of graphene at $250,000 per ton, it would generate $87.5 million in annual revenue.

Management has said they believe a conservative direct operating margin should be around 70%. Applying that operating margin would generate a direct operating profit of $61.25 million.

Capital costs are quite low compared to most manufacturing operations and much lower than for the mining operations that I have been analyzing for decades. With return on invested capital anticipated within a few months, internally generated cash flow should go a long way toward ramping up longer term capacity. That combined with anticipated buyer financing should minimize share dilution from now on.

The 350-ton-per-year capacity aimed for by the end of 2026 should be viewed only as a starting point. As Kjirstin told me in this interview, HydroGraph has more than one client that is expected to require over 1,000 tons per year.

The point to keep in mind is that with its patent protection, the company should be able to maintain its high operating margins for the foreseeable future. In the meantime, HydroGraph should be seen not as a high margin manufacturing company but as a technology company partnering with major players in various industries to meet specific industrial and military needs.

Tom Eldridge was not available for my interview this past week, but I am hoping to interview him during the first week of November to learn more about the challenges and opportunities for HydroGraph and its shareholders. Stay tuned!

Best wishes,

Jay Taylor"

"Disclaimer: I do have a sizeable HydroGraph position in my retirement account and it is covered in J Taylor’s Gold, Energy & Tech Stocks newsletter. I am not being paid by the company or anyone to promote HydroGraph’s shares in my newsletter, on Substac, or on my YouTube channel."
LINK

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This thing did not do anything close to what I expected. It literally flatlined from 9:30 this morning on. How does that happen on an OTC with so much drama in one day?

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So far, it's a fantastical display of strength. Let's hope it continues.

The $1.80 low this morning equaled the intraday low last Friday. Hopefully, the new floor for these shares will be $2+. That'd be sweet! :cheers: