- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
1
Posted on 4/30/26 at 8:41 am to dstone12
Low volume to start, but we’re holding in the $6s.
Posted on 4/30/26 at 9:36 am to FieldEngineer
quote:
Low volume to start, but we’re holding in the $6s.
Just to inform you. The spec play for SPaRC stock is what they were referring to. It will run and no one knows how the spike will look.
Posted on 4/30/26 at 10:14 am to dstone12
Yeah, I just replied to whatever the last post was.
Posted on 5/3/26 at 5:24 pm to FieldEngineer
The more I think about this, the more I see this heading towards an acquisition play.
1.) They appear to be slow in the buildout to the production facility.
2.) The executive team seems to be oriented towards materials science and the hires have tended to be more experienced at securing government contracts
3.) They don't have the capital to build enough hyperions to produce 1000s of tons of graphene. Nobody wants to see more pre-production dilution at this point.
4.) They don't have the capital to do the R&D needed for all the use cases. They have been working with GEIC, which I assume means that the information is public knowledge and not proprietary. A company with more resources (Dow, BASF, etc) could create the additives and not go through middlemen, like Sparc.
To summarize: the executive team at HGRAF is strong in the materials science area and has peoplle with government connections, but it looks like they are setting up to pass the baton to a company that can manufacture the product, spend more money on R&D, and take the product to market.
If they invent the product, put the patents for the hyperions in place, and have dozens of companies ready and willing to collectively buy 1000s of tons of graphene, this could be pretty valuable company.
I guess we'll see.
ETA: There is a lot that we don't know, because they do tend to play their cards close to their vest. Maybe they are a lot further along in building their production facility than we know. Maybe they have dozens of Hyperions being built. I don't know. My viewpoint is based on what I know, which is admittedly, probably not the whole picture.
1.) They appear to be slow in the buildout to the production facility.
2.) The executive team seems to be oriented towards materials science and the hires have tended to be more experienced at securing government contracts
3.) They don't have the capital to build enough hyperions to produce 1000s of tons of graphene. Nobody wants to see more pre-production dilution at this point.
4.) They don't have the capital to do the R&D needed for all the use cases. They have been working with GEIC, which I assume means that the information is public knowledge and not proprietary. A company with more resources (Dow, BASF, etc) could create the additives and not go through middlemen, like Sparc.
To summarize: the executive team at HGRAF is strong in the materials science area and has peoplle with government connections, but it looks like they are setting up to pass the baton to a company that can manufacture the product, spend more money on R&D, and take the product to market.
If they invent the product, put the patents for the hyperions in place, and have dozens of companies ready and willing to collectively buy 1000s of tons of graphene, this could be pretty valuable company.
I guess we'll see.
ETA: There is a lot that we don't know, because they do tend to play their cards close to their vest. Maybe they are a lot further along in building their production facility than we know. Maybe they have dozens of Hyperions being built. I don't know. My viewpoint is based on what I know, which is admittedly, probably not the whole picture.
This post was edited on 5/3/26 at 5:27 pm
Posted on 5/3/26 at 5:49 pm to Jax-Tiger
I tend to agree - which wouldn’t be the worst thing since we’d all do well on our investment, but I’m a believer in the massive upside potential and would hate to miss out on that. I would immediately go buy a lot of stock in the company acquiring Hydrograf to maintain some level of investment in the product. I think we’ll know a lot more about the capabilities and direction of current leadership in 3-6 months. They really need to be in buildout mode right now and hopefully they are.
Posted on 5/3/26 at 6:09 pm to BDE
I see it playing out that they have revenue streams, contracts established and then someone makes a bid.
If they were to be acquired before doing so they’d be leaving money on the table.
It makes sense to me they’d have science/operations be the focus during the proof of concept, early growth phase, then transition team to growth phase.
Maybe they go the license route as well and focus on the royalty potential.
Still fun to daydream if this does turn out to be a moonshot.
If they were to be acquired before doing so they’d be leaving money on the table.
It makes sense to me they’d have science/operations be the focus during the proof of concept, early growth phase, then transition team to growth phase.
Maybe they go the license route as well and focus on the royalty potential.
Still fun to daydream if this does turn out to be a moonshot.
Posted on 5/3/26 at 6:28 pm to kaaj24
quote:
If they were to be acquired before doing so they’d be leaving money on the table.
Agreed, which may be why they are focusing on getting contracts in multiple use cases, government cooperatives, etc, all lined up early.
It's always bothered me that they have so little capital on hand. They can't proceed with a massive buildout without capital. Financing a few and then using the revenue of those to build the next wave is going to take a long time. They need an influx of cash, and with stock prices at $5/share, dilution would be huge, and might set the stock price back for months.
Maybe they can give discounts to customers who pre-fund their Hyperions, but the think I can't get my head around is the R&D. There should be tons of of opportunities and patents in research, but they don't have the capital for that.
I think the good news is that between the patents, the contracts, and the blue print going forward, this company could be worth 10s of billions.
This post was edited on 5/3/26 at 6:34 pm
Posted on 5/3/26 at 7:26 pm to Jax-Tiger
quote:
There should be tons of of opportunities and patents in research, but they don't have the capital for that.
Hopefully some of this is alleviated by the partnership with GEIC or whatever that graphene research lab is named.
Posted on 5/4/26 at 8:13 am to supadave3
quote:
Hopefully some of this is alleviated by the partnership with GEIC or whatever that graphene research lab is named.
I don't know all of the parameters/conditions regarding the relationship with The GEIC, but as I understand it, the patents for uses discovered at the GEIC are owned by the University of Manchester. I would think that it would be more beneficial for a company to own their own patents and do their own research.
Maybe part of the moat for HGRAF is that applications that that they are developing at GEIC cannot be replicated by other companies graphene. YET.
Posted on 5/4/26 at 8:56 am to Jax-Tiger
Quite the selloff this morning. Some news sure would be nice.
Posted on 5/4/26 at 11:13 am to FieldEngineer
quote:
Some news sure would be nice.
My theory is that they are sitting on news releases, and they will release news about new customer orders, a deal with the US Military, and NASDAQ listing all at once in order to supercharge the stock price.
Followed by a buyout announcement at $32/share.
Posted on 5/4/26 at 11:29 am to Jax-Tiger
quote:While the daydream of sitting on a yacht has been fun, it would be hard to get upset with that.
Followed by a buyout announcement at $32/share.
Now I wouldn't be real psyched about a buyout at $15...
Posted on 5/4/26 at 12:08 pm to NaturalBeam
I'm gonna need it to hit $400+ for a yacht. And it will be a little one.
Posted on 5/4/26 at 12:09 pm to NaturalBeam
quote:
Now I wouldn't be real psyched about a buyout at $15...
Me, either. Thats why they need to get the price up, soon.
Getting 20 customers who are ready to collectively buy 10,000 tons is more valuable to a potential buyer than having 10 extra Hyperion units on hand.
Posted on 5/4/26 at 8:34 pm to JperiodCperiod
And here we sit...in the dark.
Posted on 5/4/26 at 8:55 pm to JperiodCperiod
One of the insiders over on Reddit insinuated that the CFo that was replaced was not getting it done as it relates to the nasdaq uplist
Posted on 5/4/26 at 9:50 pm to masoncj
Less than 3 months on the job.
Yikes, thought he was supposed to help through the uplist
Yikes, thought he was supposed to help through the uplist
Posted on 5/5/26 at 8:39 am to kaaj24
Doesn’t seem like people are happy about the announcement. Down over 5%.
This post was edited on 5/5/26 at 8:40 am
Page 215 of 217
Popular
Back to top
Follow TigerDroppings for LSU Football News