Jax-Tiger

quote:

---

Send in a dozen or so wild boars that haven’t eaten in a while!

Then wait!

---

I assume they are armed, so they would kill the hogs, but would theyhogs? Themselves starve before eating a hog?

FYI - HGRAF usually makes announcements before the market opens on Tuesday. Keep that in mind if you are planning on selling or taking profits.

Sometimes, there is a nice bump right before closing on Mondays...

quote:

---

I think they’ll announce new hyperion builds before contracts.

---

I think the next significant announcement should be that the hyperions in Austin are producing and/or that they have broken ground on the pipeline and production facility.

I think HGRAF investors already knew about the gas contract and factory. I think breaking ground will be a confirmation that these things are really happening and that HGRAF is going to legitimately produce graphene.

I think that a large contract that requires additional hyperions to be built will be announced simultaneously with the plans regarding how many new hyperions will be needed to fulfill that contract.

quote:

---

I think the plan was mostly to give investors a ‘wink wink’ hint to the anticipated Dept of War grants and/or contracts

---

This. I think the conference call will help the stock price as people look at it and read between the lines as to what she was saying.

If you're holding long ter, this is good progress and she discusses how they are going proceeding conservatively, but the expectation is that they are pursuing and working with large companies and expect large contracts at some point and they are ready to scale for that.

It's multi-faceted. I was having this conversation the other day. To paraphrase what was discussed:

1.) He makes fun of them and belittles them (deservedly so). Stupid ideas are stupid ideas. Leftists try to bully you by calling you a bully for not agreeing with controversial and stupid ideas without question.

2.) He undermines the Marxists and calls them out for what they are. Global Warming, claims of racism, claims of fascism, income inequality, free healthcare/housing/higher education/food, defund the police, DEI, etc, are all tools that Marxists are using. Divide and conquer, while creating economic conditions that will have people begging for the government to step in and take over.

3.) He scares them - not because of what he does, but because they fear that he will be successful. Not just successful, but successful in spite of leftist opposition. They have no room for claiming that they had any part in the border security.

4.) He openly opposes globalism by putting America 1st. Sending jobs/money overseas promotes Globalism where no country is better or worse than any other. They are all equally bad. Protecting the border falls in this bucket, too.

No idea on how big, or how much.

My conspiracy theory is that they have slow walked this move to production because they are waiting for that gubmint money. The Army or someone is going to help them make a lot of graphene for the DoW.

quote:

---

I’m changing my prediction. Don’t think this moves the needle much, if any.

---

I said on the Discord that I thought the price was going to go down because of profit takers, based on the fact that this call was just a clarification of what we learned 2 days ago.

Within 1/2 hour of opening, the same people that criticized me were "manspaining why the price was going down."

At any rate, it appears that Kjirstin is being very pragmatic and trying to to set expectations for "Bonkers" level stock prices. They are moving forward to meet known demand, and it is slow and steady.

Having said that, I think at some point in 2027, we will see a large contract come out of the blue, with the government or a large corporation that will make this stock go parabolic. Just my gut feeling. They are laying the groundwork for doing this piece by piece and making sure they have the ability to scale up in a hurry if they have to.

quote:

---

Produced by Holmes Sausage out of Texas.

---

Im gonna assume that's a good thing, because these are fire...

quote:

---

Yeah that is going to take a few years off my life lol

---

I ain't skeered...

I just bought 10 Nov $50c @ $8. They are the only calls I have in my portfolio.

ETA: Its amazing what Nov/Dec has done for my attitude... :lol:

quote:

---

My feeling is they will let yesterday's PR run this week and drop another one in the coming days or week.

---

My feeling as well. They probably have a few customer announcements that they can drop here and there between now and NASDAQ, just to keep the interest up. I would want to be listed by NASDAQ before I introduced a large customer.

NBIS is determined to make me red for the day and HGRAF is keeping me above water. We'll see where we end up...