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If only the road cars had such reliability

re: Spec Play - HGRAF

Posted by Rendevoustavern on 3/6/26 at 2:10 pm to
quote:

The other thing I wanted to say is that the management has always been cautious about not over promising. I think they are holding their cards close to the vest and taking the position of under promising and over delivering. We've seen what the opposite can do to a stock price.


This is where I find the most comfort. They have a plan and are currently executing the plan. Listening to Kerry talk about the plan makes me excited for the future. Personally, I am in not rush on the stock price. Here to ride for triple or quad digits.

re: Spec Play - HGRAF

Posted by Rendevoustavern on 3/5/26 at 12:56 pm to
quote:

another investor board


Care to share?

re: Spec Play - HGRAF

Posted by Rendevoustavern on 3/4/26 at 8:05 pm to
Tiger rant baseball followers have entered the chat.

re: Spec Play - HGRAF

Posted by Rendevoustavern on 3/4/26 at 12:26 pm to
quote:

pump and dump


They have an EPA license to manufacture this so what is the pump or dump? They have a variety of things in motion that have debunked that stance.

quote:

Is dilution the biggest concern


Once they have a unit producing they will have so much cash flow that can be reinvested into additional units. I don't see why they would have a dilution event or why the BOD/executive team would want to be diluted as well.


re: Spec Play - HGRAF

Posted by Rendevoustavern on 3/4/26 at 9:20 am to
Just as a thought for some of yall that might have these shares in IRAs. If you have a ROTH, for the love of all things holy port those over to your ROTH asap. Take the tax hit now vs when this is 1,000,.... a share.

re: Spec Play - HGRAF

Posted by Rendevoustavern on 3/3/26 at 3:57 pm to
I mean, you aren't late to the party. The could 2k shares I picked up Friday are already up 20%.

This feels like we're at the craps table and its ROARING hot. I have a comfortable amount of chips to continue stoking the fire.

re: Spec Play - HGRAF

Posted by Rendevoustavern on 3/3/26 at 8:40 am to
Resistance at 5.10, bounced quickly to 5.25. Wild morning. 10 min in and over 1m in volume.

eta: I got crazy lucky and filled an order at 5.109.

re: Spec Play - HGRAF

Posted by Rendevoustavern on 3/3/26 at 8:32 am to
Here comes the pull back. Strap up boys.

re: Spec Play - HGRAF

Posted by Rendevoustavern on 3/2/26 at 4:11 pm to
quote:

The chunk I bought last Friday brought my DCA up to $1.45


My envy is graphene colored.

re: Spec Play - HGRAF

Posted by Rendevoustavern on 3/2/26 at 2:52 pm to
quote:

OSHS


Damn, I really want Chef Scott's now and that octopus painting.

re: Spec Play - HGRAF

Posted by Rendevoustavern on 3/1/26 at 2:49 pm to
quote:

And low cap ex, low operating expense. It’s about 20%, so for every $1 of revenue about 20% of it is expended for OpEx and 80% is clear earnings.



About to rob a brinks truck.

re: Spec Play - HGRAF

Posted by Rendevoustavern on 2/27/26 at 11:02 am to
quote:

$300


My graphene lambo outside Tiger Stadium is going to be so sick when this happens.

re: Spec Play - HGRAF

Posted by Rendevoustavern on 2/27/26 at 10:09 am to
Or AUPH the last few years....

I just rounded number of shares to a whole number. Really need to stop but the 10% DoD increases are clockwork.
Hear me out, take a flight to Hong Kong and get a suit done by Sam’s tailor. 2 suits, 6 shirts, and a velvet smoking jacket for 2,500. Spent 4 days in Hong Kong, whole trip + flight 5k.

re: Spec Play - HGRAF

Posted by Rendevoustavern on 2/25/26 at 3:41 pm to
quote:

Costa d'Este


This rang a bell and yup I have a few clients that live on the flower streets not far from there. Great spot. I could probably twist some arms and get Riomar or Johns Island on the docket for golf. Would be dependent on number of baws and/or # shares owned :lol:

re: Spec Play - HGRAF

Posted by Rendevoustavern on 2/25/26 at 2:10 pm to
So probably 1m in total. Kind of wild to think some Gulf Coast baws/TDMB are pushing 0.03% of the company and it all started 7/25/2025 due to you. So, hat tip and :bow:


I will say, I'm about half of your holdings so if this all shakes out to what we hope - I'll happily pay for a trip to Lake Reynolds and play golf for a week on HGRAF returns, if you play golf. Or if you'd rather rip reels and shoot hogs from a chopper, my cousin has a spot in Matagorda. If this breaks $100 a share I got you.

re: Spec Play - HGRAF

Posted by Rendevoustavern on 2/25/26 at 12:30 pm to
336m shares outstanding, I bet consolidated between all of us within this thread ~500k shares. If we could pick up another 20-25m shares we could probably make a run :lol: :lol: :lol:

ETA: I'd like to to know if the IR manager wonders "why are so many Gulf Coast baws picking up shares" and imagine if they stumbled across this thread...

re: Spec Play - HGRAF

Posted by Rendevoustavern on 2/24/26 at 9:15 am to
Feel the same way. Looking at a few other positions that have flatten out the last few weeks and dumping the truck. Really struggling to not hit the "sell all" button on some other positions to reallocate...

Going to be a wild ride from here on out.

re: Spec Play - HGRAF

Posted by Rendevoustavern on 2/23/26 at 9:21 am to
Cool $4m price point. I do like the vesting period. Hopefully means the poison pill is an enormous multiple.