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Number of Posts:1932
Registered on:5/12/2018
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re: Spec Play - HGRAF

Posted by Rendevoustavern on 6/23/26 at 4:02 pm to
LINK

PREPARE FOR CONTRACTS

quote:

The Order is effective upon expiration of the applicable review period and enables HydroGraph to proceed toward commercial manufacture in the United States in accordance with its terms. The Company is working with its regulatory advisors and anticipates next procedural steps, including final administrative actions required prior to full commercial commencement.


quote:

The addition of EU REACH registration further enables HydroGraph to advance similar commercial development initiatives with European customers seeking graphene-enhanced performance solutions in polymers, composites, coatings, energy storage, and advanced materials applications.


quote:

In the United States, the Order provides defined operating conditions for the use of HydroGraph’s graphene materials, supporting customer engagement in battery, energy storage, coatings, polymers, and advanced material applications consistent with the Order’s permitted uses.
I was just with a current PGA pro about a hour ago. His phone buzzed and got the word. To say he was pretty demoralized is an understatement.

Pretty tough situation for guys in his category of 15+ years of service, handful of wins, buy competing against this new wave of youngins has proven to be more difficult. Kids are popping up for a year or two and then fading off whereas he and some of his compadres have been on leaderboards for majority of their careers.

I get the change because the product as a whole has been somewhat stagnant but this is a pretty big blow to the guys who remained committed to the PGA tour during the LIV departure. Turning down 15-30m paydays only for the PGAT to reward its marquee players a few years later.

Tough day for these guys.

re: Spec Play - HGRAF

Posted by Rendevoustavern on 6/19/26 at 1:44 pm to
quote:

If the demand does not materialize, then this thing will stagnate, and I'll get out - hopefully with most of my 500% profit intact.


x2
This is probably the worst comparison but I played Chambers Bay in 2017 and shot 70 2 under par from the same tees. Greens were immaculate and probably rolling a 10-11 vs a 15-16 and dead AF.
quote:

Moccamaster is about $360.


Worth every penny.
-11 thru 11-13. Any thoughts or is this still a choke job?
Inherited 2.25% of 6,800 acres in the mid west, currently leased farm land. Been in our family for 200 years this year. Original deed was signed by John Adams, my great grandfather, and is hanging in our local family office.

ETA: John Quincy Adams
I have two neighbors. One is a teacher and husband is an entry level stock broker - they bought a house for 1.5m and another 250-300k for a renovation. The other is a stay at home mom and dad works for entergy, unsure the role, for 1.25m and added a pool. Was shocked to see the kids buying at this price point until my MIL told us the parents/grandparents gifted them nearly 50-60% of the purchase price. I get it but at the same time there is zero chance the kids are able to give that benefit to their kids.

ETA: clarification on gift
LINK

Considering they are doing a 5-1 split before IPO, seems like they are pushing for an enormous retail raise. More interested in what trading occurs after the insider lock up ends.

re: Spec Play - HGRAF

Posted by Rendevoustavern on 5/12/26 at 1:15 pm to
Post on Reddit that phase 2 of their building permit has been approved. Looks like they will get to finish out the construction and hopefully production time soon.

re: Spec Play - HGRAF

Posted by Rendevoustavern on 5/12/26 at 10:24 am to
quote:

the company owns IP worth $200 million
but its tax basis is only $10 million


25% on the gain. Holy shite Canada sucks. I wonder if the IP was "held" by the Canada corporation or elsewhere. That is an insane expense for zero reason.

re: LSU 1 @ UGA 12 Final

Posted by Rendevoustavern on 5/10/26 at 4:04 pm to
this fan base is insane. They haven’t won anything since 2008 (SEC) and last natty was 1990. Complete shite fan base.

re: LSU 1 @ UGA 12 Final

Posted by Rendevoustavern on 5/10/26 at 4:01 pm to


Right before the GS
I just went through this when my guy from RJ said his fees were increasing "due to management and paper return %s." Moved all out positions to fidelity and then did a bit of analysis on three fidelity funds. Come to find out, my individual positions a very similar blend to one of the funds. Fund has a dividend that pays higher than the total dividend of my positions because of the total exposure of the fund and has an expense ratio less than what I was paying.

Blend of FOCPX and FSKAX. I am tracking my delta and we're almost 10 points ahead of the prior positions. Pretty impactful if you consider he was hitting me for 1.125% carry.