- 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
re: Spec Play - HGRAF
Posted on 5/5/26 at 8:58 am to masoncj
Posted on 5/5/26 at 8:58 am to masoncj
quote:
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
The company I work for is in the process of going public. I spoke with our CIO about it, asking general uplist questions. He said it’s a lot of paperwork and requirements but that it’s less than 3 months from the time the decision was made to go public and the expected public date that has already been announced to the employees. (The month, not exact date.)
This should be a major focal point for Hydrograph so they can finally start getting institutional support. It’s freaking May and we’re still waiting to hear anything other than the state has pushed and the CEO was let go.
We need some positive action.
This post was edited on 5/5/26 at 9:00 am
1
Posted on 5/5/26 at 9:35 am to kaaj24
quote:
Less than 3 months on the job.
Likely the uplist clock has restarted. Probably an error on old CFOs part which is cause for termination. Sucks for him, didn't he have some like a $4m stock option package?
Posted on 5/5/26 at 9:46 am to Rendevoustavern
quote:
didn't he have some like a $4m stock option package?
I think it was staggered ove 4 years - I'm no certain whether he gets the first 25% now, or after 1 year...
Posted on 5/5/26 at 9:51 am to Rendevoustavern
quote:That would make sense considering how short his tenure was, and it didn't seem to be super amicable when reading between the lines.
Likely the uplist clock has restarted. Probably an error on old CFOs part which is cause for termination
If the uplist has been delayed and the clock restarted, then that is unfortunate for sure. But the glass half-full side of me likes that they acted quickly and decisively (or so it would seem) in making a change.
I'm a gambler so I bought a few hundred more shares this morning.
This post was edited on 5/5/26 at 9:52 am
Posted on 5/5/26 at 9:57 am to NaturalBeam
quote:
But the glass half-full side of me likes that they acted quickly and decisively (or so it would seem) in making a change.
Yeah, seems like the kind of thinking that creeps into the market sentiment around mid-day...
Posted on 5/7/26 at 8:51 am to supadave3
quote:
We need some positive action.
Agreed. This thing is a snooze fest lately.
Posted on 5/7/26 at 10:43 am to FieldEngineer
For what it's worth, my shares just went off loan.
Posted on 5/7/26 at 11:17 am to FieldEngineer
When is a significant customer contract going to sign?
Peeling the onion back that is only thing that really counts.
They say have 60-70 potential customers under POC but are batting oofer even though if memory serves me they expect to have contracts signed in early q1.
Not sure what kind of sales team they are building or relevant experience but myself have been in B2B fortune 2000 sales roles and leadership the last two decades. I can attest it’s no easy feat getting ink on a contract even when you do have the best products
My hope is that they are getting true sales people on board eventually… and not some egg heads that dont understand personal relationship buying
Peeling the onion back that is only thing that really counts.
They say have 60-70 potential customers under POC but are batting oofer even though if memory serves me they expect to have contracts signed in early q1.
Not sure what kind of sales team they are building or relevant experience but myself have been in B2B fortune 2000 sales roles and leadership the last two decades. I can attest it’s no easy feat getting ink on a contract even when you do have the best products
My hope is that they are getting true sales people on board eventually… and not some egg heads that dont understand personal relationship buying
Posted on 5/7/26 at 12:09 pm to masoncj
quote:
I can attest it’s no easy feat getting ink on a contract even when you do have the best products
Especially with a brand new product and none of your client's competitors have tested the waters, either.
The questions I have are:
1.) Is HGRAF is not fast tracking the production site build because they have no customers or
2.) Customers aren't signing POs because HGRAF has no production facility or
3.) Is HGRAF further along on the production facility, but keeping it quiet, while simultaneously not disclosing customers who have signed up to buy graphene once it's available?
Posted on 5/7/26 at 1:48 pm to masoncj
quote:
My hope is that they are getting true sales people on board eventually…
This is why I sold most of my position weeks ago when this topic was discussed here. It is inexcusable IMO for a $2B market cap company in the throes of development to not have a solid business development team put together - and I put this on the CEO.
Posted on 5/7/26 at 2:07 pm to David_DJS
quote:
This is why I sold most of my position weeks ago when this topic was discussed here. It is inexcusable IMO for a $2B market cap company in the throes of development to not have a solid business development team put together - and I put this on the CEO.
The ideal situation is that they are selling and customers are not ready yet for mass quantities. Customers have to do their due diligence and test and compare different products before settling on one to buy.
I have considered your position, where the CEO is just incompetent (or inexperienced) and not ready for prime time in this situation. She has a materials science background, not a business or manufacturing background, so it makes sense that she might not be the best person for this stage of the company.
However, if HGRAF fails in this stage, the company should be acquired. The product, patents, and potential are likely worth more than $2B and it could be a big payday. That is what keeps me in the game, because I don't see this withering on the vine. I see it less as a binary play of success/failure, but that it is evolving into a binary play of either huge success or it gets bought out.
I have made the case that it appears that they are playing this to be acquired, anyway. They are focusing on patents, products, and customers, more than the production facility build out. Since the executive team is NOT a manufacturing centric team, they may be setting the table for someone else to take over.
I'm probably wrong, FWIW.
ETA: My main reason for thinking they are in an acquisition play is that they simply do not have the capital to build out a facility, build all the hyperions, do all the R&D necessary, and hire a sales force to take this big time. Maybe I'm wrong about that, and they have a plan. I just shudder to think how much dilution there is going to be if they decide to sell stock to raise that kind of capital. Seems that that would only work if they announce that they have pre-sold 10,000 tons of graphene.
This post was edited on 5/7/26 at 2:14 pm
Posted on 5/7/26 at 2:54 pm to Jax-Tiger
Unrelated note, the page about graphene paste has been removed.
https://hydrograph.com/graphene-paste/
404 error now
https://hydrograph.com/graphene-paste/
404 error now
Posted on 5/7/26 at 3:00 pm to FieldEngineer
Ffs
Posted on 5/7/26 at 3:05 pm to Jax-Tiger
If it walks like a duck it’s a CEO with an undergraduate degree in Political Science.
Posted on 5/7/26 at 3:16 pm to Jax-Tiger
You may very well be right about this as an acquisition play, but HG is at least suggesting it will move forward on production, for what that's worth:
April Report
quote:
The Issuer has announced it is in the process of securing a final agreement for a new production facility to support rapid scale-up of manufacturing capacity and other strategic relationship to further its graphene application opportunities in large addressable markets. This site is located in Texas and adjacent to an acetylene pipeline access point.
quote:
The Issuer has opened phase 1 of the Austin headquarters and is preparing to commence buildout of phase 2 for additional development and production resources on site at that facility. The Issuer is beginning the process to move equipment and materials from our Manhattan facility in order to consolidate operations into the Austin headquarters. The Issuer plans on closing the Manhattan facility once the Austin headquarters is complete.
April Report
Posted on 5/7/26 at 3:32 pm to David_DJS
quote:
I put this on the CEO.
But she looks like she smells good. What else do you need?
Posted on 5/7/26 at 3:58 pm to NaturalBeam
The CEO has a masters in Materials Science.
They have to, right. The company is worth much more if they have the gas contract, building under construction, AND customers POs.
I am hoping that they move forward themselves, but the second best option would be a buy out at a nice price.
quote:
HG is at least suggesting it will move forward on production, for what that's worth:
quote:
They have to, right. The company is worth much more if they have the gas contract, building under construction, AND customers POs.
I am hoping that they move forward themselves, but the second best option would be a buy out at a nice price.
Posted on 5/7/26 at 4:50 pm to Jax-Tiger
quote:
However, if HGRAF fails in this stage, the company should be acquired. The product, patents, and potential are likely worth more than $2B and it could be a big payday.
I don't disagree with this completely. I still have a thousand shares for this possibility. But playing devil's advocate -
Selling IP isn't always straightforward. Particularly for a company that, at the stage of the game this would be happening at (lack of success in commercial development), would not have much leverage - unless there was some sort of wild competition to acquire. But if that was in the offing, wouldn't it have happened by now? Have we heard of anyone kicking the tires?
When do the patents related to Hyperion expire? I thought I read in this thread weeks ago that expiry wasn't all that far down the road.
Posted on 5/7/26 at 6:45 pm to David_DJS
quote:
But if that was in the offing, wouldn't it have happened by now? Have we heard of anyone kicking the tires?
When do the patents related to Hyperion expire? I thought I read in this thread weeks ago that expiry wasn't all that far down the road.
Management implemented a poison pill strategy to prevent unwanted takeover.
I think the hyperions have about 10 years before expiry, but they are working on extending the protections.
Posted on 5/7/26 at 6:56 pm to Jax-Tiger
Correct, they have 8-10 years left on their core patents (but also have 10+ new patents filed pending approval) so as long as they’re truly progressing in the buildout phase, I think we’re fine. The CEO’s lack of experience has always been my biggest concern. Learning on the job for a company with this much potential is not ideal, but it is what it is. I hope (and believe) she has some good council in her ear.
I’ll continue to say, I believe we’ll know a lot more in the next few months. If they haven’t announced the gas partner by July/August, I will be very anxious and worried. As of now, I think we just have to roll with it and hope the NDA’s are the reason for the lack of contract news. And that would make sense. Ex: if you’re the Top-10 automaker they’ve been working with and know “the sauce” you need, you want complete silence until Hydrograf is capable of actually producing the ingredients needed. Otherwise, your competitive advantage would be compromised. I’m continuing to add to my position but also watching it like a hawk.
I’ll continue to say, I believe we’ll know a lot more in the next few months. If they haven’t announced the gas partner by July/August, I will be very anxious and worried. As of now, I think we just have to roll with it and hope the NDA’s are the reason for the lack of contract news. And that would make sense. Ex: if you’re the Top-10 automaker they’ve been working with and know “the sauce” you need, you want complete silence until Hydrograf is capable of actually producing the ingredients needed. Otherwise, your competitive advantage would be compromised. I’m continuing to add to my position but also watching it like a hawk.
Page 216 of 217
Popular
Back to top
Follow TigerDroppings for LSU Football News