NaturalBeam
| Favorite team: | LSU  |
| Location: | |
| Biography: | |
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| Occupation: | |
| Number of Posts: | 15178 |
| Registered on: | 9/10/2007 |
| Online Status: | Online |
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re: Spec Play - HGRAF
Posted by NaturalBeam on 10/26/26 at 11:01 am to Jax-Tiger
On another note, I read an article about how Lula's surprise win in Brazil could complicate American plans for preferential access to Brazil's critical minerals. I wonder if that could have an beneficial effect on the U.S. designating graphene (something we can make here at home) as a critical mineral?
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re: Spec Play - HGRAF
Posted by NaturalBeam on 10/21/26 at 12:20 pm to PhiTiger1764
quote:I think you're taking "overnight" a little too literally.
Let me clarify. $100/share overnight from $2-$3/share is impossible.
No company is going from $900M market cap to 40B+ overnight.
re: Spec Play - HGRAF
Posted by NaturalBeam on 10/21/26 at 8:27 am to dstone12
quote:I think it's one of two things. We are a week away from the vote. Either the plan all along was to start communicating in the leadup to the vote, to build some momentum. Or the plan was to stay quiet all the way through, but they suddenly felt like they needed to put something out there since the stock has cratered.
doesnt this sort of worry you?
I have been worried about a lot of things with this company, but this particular communication isn't really one of them. It's good info, even if it's nothing new.
re: Spec Play - HGRAF
Posted by NaturalBeam on 10/21/26 at 8:24 am to masoncj
Good info. Since there isn't much new, it seems to me they are just putting something out there due to the stock price, maybe just as an assurance that they haven't packed up and gone home.
I did notice this:
I did notice this:
quote:I don't recall seeing a specific timeline on Bellville before. I suppose that's good news as they've advanced enough with permitting that they now have a timeframe in mind. On the other hand, KB has put out timeline targets before and has gotten hammered when they've missed. Hopefully she has learned and wouldn't put this out there unless they were highly confident in it.
Advancement of permitting for the Bellville, Texas manufacturing facility, which is expected to open in the first half of 2027 with initial capacity of approximately 60 tons per year, then anticipated to scale to approximately 360 tons per year in the first phase and more than 750 tons per year in the second phase. The facility will receive acetylene feedstock by dedicated pipeline under a 10-year supply agreement with Western International.
re: Spec Play - HGRAF
Posted by NaturalBeam on 10/19/26 at 11:12 pm to Jax-Tiger
quote:Pg. 267
Greenberg was not on my original list of law firms, but it is in the same class as the firms I did mention. To me, that is a meaningful positive. It signals that HydroGraph is willing to spend the money needed to establish credibility with U.S. capital markets.
re: Spec Play - HGRAF
Posted by NaturalBeam on 10/19/26 at 3:55 pm to Jax-Tiger
From the circular, it appears they are using 2 firms:
Greenberg Traurig LLP — U.S. corporate and securities counsel to HydroGraph for the redomicile.
Harter Secrest & Emery LLP — U.S. tax counsel to HydroGraph for the redomicile.
Greenberg Traurig LLP — U.S. corporate and securities counsel to HydroGraph for the redomicile.
Harter Secrest & Emery LLP — U.S. tax counsel to HydroGraph for the redomicile.
re: Spec Play - HGRAF
Posted by NaturalBeam on 10/16/26 at 5:18 pm to Michael Stein
Well said :cheers:
I think we all knew what we were getting into. No one saw this as a safe investment and I think we all have plenty of those. But you can’t hit a home run if you don’t swing the bat.
I think we all knew what we were getting into. No one saw this as a safe investment and I think we all have plenty of those. But you can’t hit a home run if you don’t swing the bat.
re: Spec Play - HGRAF
Posted by NaturalBeam on 10/16/26 at 2:50 pm to Texas Tea 123
quote:An easy look at the chart shows FLY was also down 50% from just 3 weeks earlier when you made that post.
FLY down 50% since this
Again, you swoop in when a stock is bleeding to shite on it.
Why don't you give us a stock that's doing well but that we should all get out of before it turns? Or better yet, give us some stocks you'd recommend. You seem like an exclusive mutual fund guy though. Nothing wrong with that. :cheers:
re: Spec Play - HGRAF
Posted by NaturalBeam on 10/16/26 at 2:32 pm to Texas Tea 123
quote:Convenient that you wait until stocks take a dump to come warn everyone that the stock is dumping. Thanks? :lol:
Trying to save you guys money over the long run..
This is gambling, which is fine, but do not confuse it for "investing"
re: Spec Play - HGRAF
Posted by NaturalBeam on 10/16/26 at 1:53 pm to Texas Tea 123
quote:We get it, dude. Per your post history, you shite on all individual stocks and only invest in ETFs.
This will end like all stock promotes end, to the pink sheets
Why are you hanging around all these threads? Will you show back up if/when they reverse next month?
re: Spec Play - HGRAF
Posted by NaturalBeam on 10/15/26 at 9:22 am to Jax-Tiger
This seems like terrible news. I'm not sure what the play is now, other than to hope for a buyout.
re: Spec Play - HGRAF
Posted by NaturalBeam on 10/14/26 at 8:44 am to Hangit
Maybe I'm misremembering, but I thought Bambrough owned around 6% himself.
re: Spec Play - HGRAF
Posted by NaturalBeam on 10/13/26 at 4:33 pm to masoncj
quote:That's a good point, hopefully no shenanigans.
I have been more worried about that then anything due to how sour our relations are with Canada these days
re: Spec Play - HGRAF
Posted by NaturalBeam on 10/13/26 at 3:39 pm to masoncj
Is there any realistic chance the vote fails? Maybe Canadian investors concerned about taxes?
re: Oxford compared to Shreveport South
Posted by NaturalBeam on 10/13/26 at 9:00 am to DingLeeBerry
Have an upvote. 90% of the trolls are tired and unamusing. This is well done. :cheers:
re: HS Golf Coach Screwed My Kid Over WWYD?
Posted by NaturalBeam on 10/10/26 at 5:31 am to SingleMalt1973
quote:You’re making even more of a case for why this is on her. She isn’t new to golf and should know to play her own game. But this is a good teaching moment if nothing else.
I get it she is responsible for her ball, but here is some background info cause i dint want to fill OP with more text. She was our PGA Section Female Player of the year for 12-15 year olds and won 4 of 5 starts in 18 hole tournaments. She also qualified for the NB3 regional and played in other 2 and 3 day out of state tournaments
quote:I’d calm down with this attitude though. :lol:
So why should a history teacher say shite to her.
No offense to you, but the competition among girls at a lot of non-AJGA junior events is abysmal. Winning 4/5 kind of supports that. Good luck to y’all, I hope she keeps working hard and does well :cheers:
re: Are we at peak sports?
Posted by NaturalBeam on 10/9/26 at 7:19 am to makersmark1
That would be the 1990s.
re: SEC is considering restoring a transfer policy for intraconference transfers
Posted by NaturalBeam on 10/8/26 at 3:58 pm to Murph4HOF
quote:Don't give Sankey any additional reasons to do it.
Would be stupid
*I see I was beat to the punch on this joke, by several others. Sankey's reputation precedes him...
re: Spec Play - HGRAF
Posted by NaturalBeam on 10/7/26 at 9:18 am to Jax-Tiger
This does feel more and more like a company that is for sale. That would explain the shift to redomicile and many other things. Honestly that may be in everyone’s best interest at this point.
re: Spec Play - HGRAF
Posted by NaturalBeam on 10/7/26 at 8:55 am to Jax-Tiger
Also, something I don’t understand. The recent cash raise and details were released in August. Why is Kevin Bambrough just now sharing his negative thoughts on how they did it with warrants? Is there some new information about the raise that was recently disclosed?
re: Spec Play - HGRAF
Posted by NaturalBeam on 10/7/26 at 8:53 am to Jax-Tiger
This is painful. I started buying a bunch of shares in the low $1 range but continued to buy over the last year. So I’m now down about 15%.
I agree with you about the sudden change in strategy to redomicile and how maybe there is something under the hood we don’t know about. But something I’ll keep an eye on is how quickly the uplist occurs. KB has said multiple times recently that redomicile and uplist would happen very closely together, or something like that.
If they redomicile and then NASDAQ seems to just be some distant target, or if Belleville continues to be delayed past redomicile, I’ll lose a ton of confidence and will start to trim.
If we can redomicile, uplist to the NASDAQ, and quickly break ground on Belleville, I can wait on contracts.
I agree with you about the sudden change in strategy to redomicile and how maybe there is something under the hood we don’t know about. But something I’ll keep an eye on is how quickly the uplist occurs. KB has said multiple times recently that redomicile and uplist would happen very closely together, or something like that.
If they redomicile and then NASDAQ seems to just be some distant target, or if Belleville continues to be delayed past redomicile, I’ll lose a ton of confidence and will start to trim.
If we can redomicile, uplist to the NASDAQ, and quickly break ground on Belleville, I can wait on contracts.
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