Jax-Tiger

41-24 LSU

Funny story. I was living across the street from the Nike main campus in Beaverton in 2017. I lived in a community of detached condos - shotgun style 3 story houses where you entered your garage from the alley behind your house and there was a sidewalk in front of your house that ran between your house and the one across from you. So the houses faced each other with no street in between them.

These two new dudes moved in across the way, and they were young and fit and always going for a run. I ran into one of them as we were both leaving our houses at the same time, and introduced myself to him. Anyway, we started talking and I asked him what he did for a living. He said he was a runner and worked for Nike.

Me, being an idiot, said, "Interesting. Are you any good?" He said, "Pretty good. I'm training for the World championships later this year in the 5000m, and my roommate is the defending Olympic Gold Medalist in the 1500m." I figured they were ranked, but I wasn't expecting to find out that Matthew Centrowitz was my next door neighbor... :lol:

quote:

---

So the “sell now and buy back mid-October” take only works if you assume six quiet weeks.

---

Exactly. I didn't say it as well, but that is what I meant. If you are dumping the stock now in order to buy back later, then you are making the assumption that nothing is going to happen that will in the meantime that could drive the price up.

The circular has the potential to do that.

quote:

---

we expecting it to drop more by mid october?

---

I'm not saying that. I'm saying that we know that the redomicile vote will take place on 10/29. Some investors may view it as a window of opportunity to make a quick buck someplace else for 6 weeks before jumping back into HGRAF.

You would have to assume that there won't be any contract announcements, NASDAQ listing news, or news on the Bellville plant that could cause a spike.

Seems to me that there are plenty of causes they could attach their name to without being political. Signing Dylan Mulvaney was crazy. If they had created or promoted charities to end hunger, poverty, and homelessness, they could still sell shoes to Republicans. Instead, they went with trendy political causes like BLM, Trans, and racism.

I think a lot of the problem is their employees. They have a lot of gay folks working for them at all levels. Their stores have a lot of social justice warriors working for them. It has been a haven for leftists, and I think that influences people in the executive offices...

Seems that the SEC is not afraid of what LSU did or didn't do with regards to those players, but are concerned that LSU used the courts to circumvent SEC rules. If they get away with it, the SEC's authority will be undermined every time somebody decides to sue the league. They want the schools to follow the league rules, not the court rulings.

Saw that. IMO, HGRAF is probably sitting on some announcements that they could release, like the break ground date or a small contract. They may do that in order to stop the bleeding.

I think you have a lot of people selling now, figuring They can make money elsewhere for now and jump back into HGTSG sometime right before 10/29.

The thing is, if HGRAF decides to announce a contract between now and then, or decides to announce the NASDAQ listing, this stock could go to 20-30 percent, overnight. Thats 20-30 percent fewer shares they can aquire back without coming up with more cash.

I'm not sure graphene is going to be disruptive.

By disruptive, you usually refer to radically changing how businesses or people operate. The cell phone, for example was disruptive - it changed how people used the phone, it changed the carriers we used, and it evolved into the smartphone, which was also disruptive.

Graphene is more of an ingredient that products will use. The people using it won't even realize that it is there, for the most part. Sure, things will be stronger and lighter, but the functionality of most things that graphene is used in won't change. Concrete, paint, batteries, etc.

Having said that, cell phones came out in the 80's, but it took until the 2000's for them to reach the point where they could be used by regular people. It wasn't the phone technology, it was the networks that had to be built and scaled to handle millions of users.

A lot of disruptive products took a while to get going, for one reason or the other, and graphene is no different. HGRAF didn't invent it - it's been around since the early 2000's. I think once it get's going, it will snowball.

You can manufacture as much graphene as you want, but without customers, that doesn't make sense. The problem with this product is that most companies either don't know how it can help them, or haven't done the testing to verify that it will work for them.

They keep referring to a "top 10 auto manufacturer" as one of their first customers. I don't know what that means. Maybe they will use graphene infused paint in 2027. It might be 2029 before they put graphene in the plastics to make them stronger. And maybe 2030 before they are ready to put it in their batteries. Of course, they may be doing all of those things at once in their 2029 Ford Excuse Hybrid redesign with a Briggs and Stratton 4-stroke engine and solar panels.

Plastic was a distruptive product fairly quickly, but it took a long time to go from cellophane wrap to plastic soda bottles. Graphene will be more like plastic, in my opinion, in that it will take a long time to discover all of the use cases for it. It is not a singular purpose invention.

While it seems that they are going slow, I think they are trying to synch up the legal administrative, and manufacturing processes with demand. We have not heard that the demand for 1000s of tons is there, yet, so why would they bother building a facility that can make 1000s of tons? They seem to be timing it so that redomiciling, NASDAQ listing, manufacturing capabilities, new contracts, and hopefully a government program all come together in the same timeframe.

In the meantime, they can handle small contracts out of the Austin facility. I expect they might announce a 10 ton order if they feel they need to.

ETA: The hope is that they get 2000 tons of orders by Spring and they start plans to scale up their production before stage 1 is up and running...

Too late. The Damage Is Done...

Who are the high profile athletes that have Nike deals. I can't really think of any off the top of my head. The guys that still sell the most shoes seems to be MJ and Kobe.

LeBron is Nike, right? Giannis? KD?

What is Nike's current signature slogan? I had to look it up. It is "Why do it?". It's a play on the iconic "Just do it.", but it's lame and has no edge to it. "Just do it" told people not to think about it, just do it. The new slogan sort of asks you to stop and reflect in order to come up with a reason to excercise. Their marketing has really gone to shite.