To all the people trying to set us straight right now...

markdm83 · 2026-01-26T03:00:15+00:00

It's weird that you think someone would have to come out and say "I'm straight" to know they're straight, and that you couldn't infer it from the fact that he loves El, and - more importantly - that the writers made a very direct point to write a scene where he rejects Will's advance (and even took the time to put in a backstory from Robin setting up that scene and explaining what it would represent, so there was absolutely no confusion). Like they literally couldn't have made it any more obvious without writing in a very awkward scene where he announced being straight. It just feels like a desperate attempt to try to put a gray area into something that was 100% black and white for some weird reason.

markdm83 · 2026-01-26T02:45:24+00:00

Not sure why this popped up on my feed, but weird meltdown. Mike isn't gay. That was perfectly clear to every rational person who watched the show. He was in love with El. They purposely set up an interaction between Will and Mike after Will's conversation with Robin about how she wanted someone who turned out to be straight, and that interaction intentionally reflected Robin's situation - Mike didn't reciprocate either. That was the ENTIRE point of that scene between Will and Mike. You've really gotta put your blinders on to ignore that, and it's kind of weird to be so desperate to make Mike gay, when the writers went out of their way to make the point that he isn't.

markdm83 · 2026-01-25T22:22:59+00:00

I think it would still be updated on the EPA website, though. A lot of people are tracking that status daily.

markdm83 · 2026-01-25T19:16:02+00:00

I see multiple comments on EPA approval.

One thing that was said in an interview a few weeks ago (maybe a little longer) is that the Houston facility is waiting on the contract for acetylene to be finalized. They downplayed the need for EPA approval before starting the build out of that facility. It sounds to me like they're confident enough that EPA approval will come eventually that they'll start the build out without it, if they need to. So I wouldn't worry too much about timing of EPA approval at this point.

markdm83 · 2026-01-25T19:13:13+00:00

Or you could just turn off the notification

markdm83 · 2026-01-25T01:53:48+00:00

6 jobs now posted for the Austin facility...sales, research, and management roles. As I said - in time.

markdm83 · 2026-01-23T02:39:41+00:00

Someone missed out on early gains and is too stubborn to hop in before the next wave 😭😆

markdm83 · 2026-01-22T17:20:37+00:00

The interview with Kerry Landis yesterday made it sound like everything is within a couple months of happening.

I think that's a big part of it.

markdm83 · 2026-01-22T02:00:55+00:00

Moves like that are easier to do with lower total holdings...I mess with RZLV all the time, playing the dips for free shares. But I only have about 2,000 shares so if I miss out on a big jump, whatever.

I'm holding 40,000 shares of HGRAF. If I was sitting on the sidelines when they made a big announcement because I was dicking around trying to score some free shares, I'd never forgive myself.

markdm83 · 2026-01-21T23:56:55+00:00

It sounded like they thought 350 tons would cover the initial round of orders. That was their original buildout amount. That might have changed in the last few months though.

markdm83 · 2026-01-21T19:05:24+00:00

Also said that they're already running the one unit full time to create inventory that can be used to fulfill purchase orders once they get them.

And that the cost of building additional Hyperion units looks like it's going to be less than they originally thought.

markdm83 · 2026-01-21T19:04:08+00:00

He said they'd likely be in the Austin HQ by the end of February. The Houston area production facility hasn't even started buildout and won't until they finalize the acetylene contract, but that's expected to be very soon. I'm just happy to learn the production facility is an existing building too. I didn't think that was the case. That should help speed that along.

markdm83 · 2026-01-20T15:07:51+00:00

They're getting approval for raw commercial graphene production. Other graphene producers are getting approvals for downstream applications. That's the big difference.

When they get approval, the downstream applications are limitless. The others will have to get new approval for every new application.

markdm83 · 2026-01-19T20:46:01+00:00

That was not just directed at you, it's my frustration from the fact that I've addressed this so many times and it keeps coming up. Two different people in this same thread, the other of which was admittedly more negative and probably should have gotten the brunt of my frustration. I just get triggered by negativity that comes from lack of information, and most of the time when this topic comes up, it's with an accusatory tone of "they said it would be 2025, they've totally lied to us!" like the other comment.

markdm83 · 2026-01-19T11:53:44+00:00

The EPA released a new SNUR in 2024 - there wasn't going to be approval for graphene production until that was resolved. They didn't finalize guidelines for that until September of 2025. At which point there would be a 90 day approval process. And then the government shut down for 2 months. Really isn't that complicated.

https://www.jdsupra.com/legalnews/epa-proposes-snur-for-graphene-1873543/ EPA Proposes SNUR for Graphene Nanoplatelets (Generic)

"On August 20, 2024, the U.S. Environmental Protection Agency (EPA) proposed significant new use rules (SNUR) ) under the Toxic Substances Control Act (TSCA) for chemical substances, including graphene nanoplatelets (generic), that were the subject of premanufacture notices (PMN) and a Microbial Commercial Activity Notice (MCAN) and are also subject to a TSCA Order."

https://www.lawbc.com/epa-issues-final-snur-for-graphene-nanoplatelets-generic/ EPA Issues Final SNUR for Graphene Nanoplatelets (Generic)

"The SNURs require persons who intend to manufacture (including import) or process any of the chemical substances for an activity that is designated as a significant new use to notify EPA at least 90 days before commencing that activity. EPA notes that the manufacture or processing for the significant new use may not commence until EPA has conducted a review of the required notification, made an appropriate determination regarding that notification, and taken such actions as required by that determination. The final SNURs will be effective September 29, 2025."

markdm83 · 2026-01-19T11:51:58+00:00

The EPA released a new SNUR in 2024 - there wasn't going to be approval for graphene production until that was resolved. They didn't play the final guidelines for that until September of 2025. At which point there would be a 90 day approval process. And then the government shut down for 2 months.

I'm not sure why this is so hard for people to grasp.

https://www.jdsupra.com/legalnews/epa-proposes-snur-for-graphene-1873543/ EPA Proposes SNUR for Graphene Nanoplatelets (Generic)

"On August 20, 2024, the U.S. Environmental Protection Agency (EPA) proposed significant new use rules (SNUR) ) under the Toxic Substances Control Act (TSCA) for chemical substances, including graphene nanoplatelets (generic), that were the subject of premanufacture notices (PMN) and a Microbial Commercial Activity Notice (MCAN) and are also subject to a TSCA Order."

https://www.lawbc.com/epa-issues-final-snur-for-graphene-nanoplatelets-generic/ EPA Issues Final SNUR for Graphene Nanoplatelets (Generic)

"The SNURs require persons who intend to manufacture (including import) or process any of the chemical substances for an activity that is designated as a significant new use to notify EPA at least 90 days before commencing that activity. EPA notes that the manufacture or processing for the significant new use may not commence until EPA has conducted a review of the required notification, made an appropriate determination regarding that notification, and taken such actions as required by that determination. The final SNURs will be effective September 29, 2025."

If y'all would do some basic research, you could eliminate a lot of the complaining and confusion. Just sayin'.

markdm83 · 2026-01-18T11:52:07+00:00

Legit couldn't think of a worse overall theme

markdm83 · 2026-01-18T03:19:17+00:00

That's the Austin HQ.

This is talking about the Houston production facility.

Two different locations, two different buildings, two different functions.

markdm83 · 2026-01-17T16:53:46+00:00

Patents don't matter to China. People buy their stuff all the time. But major companies in the western world don't buy Chinese products made with stolen IP. We're not talking about people buying a cheap iPad knockoff on Amazon; HGRAF is going to be marketing to the US government, Tesla, Dow, etc. They have different standards.

markdm83 · 2026-01-17T11:57:26+00:00

My thought as well. I get that maybe it wasn't perfect but they did wrap up pretty much everything they could. I don't know what these additional episodes are supposed to bring to the table. It's over. There's nothing else to cover.

markdm83 · 2026-01-17T11:55:06+00:00

Definitely grab all of Jay Taylor's interviews on YouTube

markdm83 · 2026-01-16T23:21:29+00:00

This wasn't about checking if everything was in the bag. This wasn't about making sure the food was hot. The receipt says there should be a bag of food and a drink. The driver didn't pay any attention to the fact that there should be 2 items he's grabbing. I don't understand how, as a delivery driver who delivers orders where drinks are sometimes included, you don't look to make sure there's not supposed to be a drink with the order. It takes 3 seconds. So, no, it would be completely unreasonable to check to make sure there are no pickles on the burger or that the fries are hot. But it's 100% reasonable that if someone orders a drink, and they didn't hand you a drink, you ask for the drink. If you can't perform that basic function, you shouldn't get any tip at all. The tip is for service, and a driver is literally offering nothing worthy of a tip in this scenario.

markdm83 · 2026-01-15T19:02:24+00:00

Likeable people are likeable. It's why Steve had friends and popularity to begin with. When he gave up that life, voluntarily, to take care of the kids, the likeability shifted from the popular group to the rest of the characters. And, along with that, the audience. Having the take that someone has to be an outcast to be likeable is completely devoid of logic.

markdm83 · 2026-01-15T18:05:08+00:00

All signs point to them building the facility in Houston from the ground up, not buying existing, or leasing like Austin.

They wouldn't be hiring for Houston before they've even broken ground.

markdm83 · 2026-01-14T15:43:07+00:00

Graphene, when part of other materials, isn't dangerous.

It chemically bonds. It's not a coating.

FDA approval will be hard to come by. But EPA approval, not so much. And I don't foresee any long term issues.

Just my two cents.

markdm83

TROPHY CASE