NaturalBeam

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My comment was not meant as a subtle brag, but more just trying to head off lectures

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Interesting, b/c you could have just asked:

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Who among you would be adding at these levels?

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without any of the commentary, and completely avoided any lectures... :dunno:

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based on the potential of 500 hyperions producing a total of 5,000 metric tons per year generating $1b in profits

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I would take this.

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and a P/E multiplier of 10

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Because no way it doesn't trade much higher than this.

Maybe I'm reading too much into this (there's not much else to go on), but this video could be telling in multiple ways.

We've all been speculating as to why there has been no news. The pessimists (usually me) are worried that this is stalling out, with delayed timelines, and lack of demand and customers.

The optimists have speculated that maybe they are doing a lot behind the scenes, and have been too busy developing product and customers to bother with giving us frequent updates.

But KB posting just a 9-second video with no context, after weeks of silence, gives me hope that the latter is true. Moving a completed hyperion into their new hq is a big deal (we weren't even sure if the hq was open yet). The fact that this wasn't some bigger announcement suggests they aren't worried with updating us as to everything they're doing, but they have obviously been moving the ball down the field this whole time. :cheers:

KB posted a video to IG a couple of hours ago. It's only a couple of seconds long, but it shows a truck making a delivery of a large piece of equipment to a facility (presumably in Austin). Can't tell what the equipment is because it's covered, but maybe a hyperion?

I’m still in but my cost basis is $2.50 so it’s easier to hang in while still comfortably in the green.

I am getting more and more nervous with this management team though. I would love for some of those optimistic possibilities to be true, and I’ll gladly eat crow if I’m wrong, but I’m not getting the warm and fuzzies about this being the next huge company.

The deadlines continually being pushed to the right is taking its toll. If we approach the end of Q3 and KB starts talking about Q4 or 2027 for NASDAQ, with no appreciable increase in tonnage capacity, I may lower my exposure. That’s when most of my shares would convert to long-term anyhow.

I think the science and infrastructure is good enough to support the stock for awhile so I don’t think it will totally tank. Which is why I haven’t sold anything…yet.

Can he play 1B?

I agree with that. My outlook hasn't changed, it's just been pushed to the right. It's still important to keep in mind that we are pre-revenue.

I thought we'd see double digits by summer. Now I think EOY is more in play.

My biggest concern now is if we don't get the uplisting. I know we have to stay above $4, but can we dip beneath that for an hour, day, short period of time, and still get it? I don't know how it works.

The glass-half-full approach would say that a delayed uplisting could be better for us and allow for some contracts to come first. An uplisting with no revenue probably wouldn't do much for the stock.

New interview with KB

She says that in the last 12 months, the defense industry has rapidly changed to become their largest demand (23:00).

Starts talking about the investment interest into HG (24:30). Eventually will need to raise more capital in the next 1-2 years. Seeking to uplist to NASDAQ, but may stay on the CSE even after uplisting. In the process of re-domiciling to the US, and expect uplisting to happen shortly after re-domiciling is complete. Now looking at July for uplisting, and if not July, then within Q3. Expects revenue this year.

There are some good and some not-so-good takeaways here.

I don't ever expect to win a championship.

I do expect to be in the playoffs more years than not. And of those years we're in it, I expect to win a game or 2 in some of those years (i.e., not be a perennial one-and-done team).

If he repeats his previous level of success, I'll be happy with that - i.e. crack top 1/3 of the SEC and regularly make the NCAAT. All I need.

Just dipped my toes in for 200 shares.

BB hasn’t led me astray yet! :cheers: