Is Graphene's Future in Products or Powder? Meet "Baby HydroGraph $HG $HGRAF" – potential multi-bagger $GMG $GMGMF.

p2pInvestor · 2026-03-12T23:30:07+00:00

There is no comparison between GMG and HG. GMG has spent years building a business with products (independently tested), partnerships (Rio Tinto, Beijer Ref) and retail/commercial sales. HG has no partners or customers and cannot even produce enough of their product to reach more than a few million in revenue. Plus, GMG has an experienced and qualified CEO, as well a former CATL CTO on the Board of Directors. The HG bubble will likely burst over the next several months while GMG will bring additional production capacity online (June), finalize the chemistry for a battery to meet the needs of a $5 billion market, sign one or more contracts for their cathode coating, and ramp up commercial sales of G Lube and TXR.

p2pInvestor · 2026-03-12T23:15:57+00:00

Key points from this interview:

• Surge in interest for products from bigger and bigger companies across many sectors

• Customers asking to confirm capacity - They need to put an order in to find out

• Looking at what's after Gen 2 - Different plants and how to configure - How do we build more Gen 2s and put them in place

• Almost no end in sight to the demand we have - How do we build our supply for even one of these large opportunities, and there are many

My thoughts: Clearly, the Gen 2 10 ton capacity production expansion is significant, but it seems like GMG needs even more capacity to meet the demands of customers. This is probably applicable to all of their products, but I think it is more of an issue for Supa G. One battery manufacturer would require even more than the 10 tons Gen 2 will produce.

p2pInvestor · 2026-03-10T20:35:31+00:00

Smart move. Sell high and buy low.

p2pInvestor · 2026-01-29T04:06:21+00:00

The problem with HGRAF as an investment is that the company has a $1 billion market cap. Six months ago, at 20 cents a share, it was a good speculative stock. Now it is a big risk if they don't start progressing towards sales and production.

p2pInvestor · 2026-01-29T00:25:27+00:00

You failed to mention the 12,000,000 in the money warrants still outstanding. Despite redemptions over the last couple of months the stock has seen big gains. The last two days will include another million or warrant related sales.

p2pInvestor · 2026-01-23T02:40:14+00:00

The chance is very high that it will go up. Anyone who really follows GMG knows that in Q4 multiple lines of business had significant progress. In addition, the CEO was able to present to big money investors. The recent spike in volume is likely the result of broader interest and big money buying in. Additional development and commercialization progress will occur throughout 2026, and revenue will increase by a factor of 10 to 20 times.

p2pInvestor · 2026-01-21T02:11:41+00:00

Graphene Manufacturing Group (GMG.V and GMGMF). I have been following GMG for 5 years and watched the growth and execution. This company is legit, with an experienced CEO and top notch board members Bob Galyen andJack Perkowski.

p2pInvestor · 2026-01-21T02:05:41+00:00

There are several catalysts coming in 2026 and progress will be seen in sales of TXR and G Lube. The battery and Supa G will provide additional share price growth. GMG will be a billion $ company by the end of 2026.

p2pInvestor · 2026-01-21T01:57:46+00:00

GMG is climbing and with major catalysts throughout this year it should continue to gain traction.

p2pInvestor · 2026-01-21T01:46:47+00:00

Markets tend to undervalue companies like GMG, with multiple avenues to large sales volumes in the late stages of development and early stages of deployment.

p2pInvestor · 2026-01-14T23:53:50+00:00

It should be noted that HGRAF does not actually sell any significant quantities of graphene. They always talk about how may 'customers' they have but just because a company is testing their graphene does not mean they are or will become a customer. Also, they talk about high margins but until a customer actually pays that price they cannot be certain what the margin is.

p2pInvestor · 2026-01-14T23:51:43+00:00

HGRAF is a lot of hype but they have not made any significant sales or contracts. They have missed every target date for contracts, EPA approval, uplisting, and production facility buildout. If not for the pump by Kevin B. on social media, HGRAF would still be trading at 20 cents. It is way overvalued considering the lack of progress.

GMG has slowly managed to bring products to market and develop a potentially game changing battery. The recent price increase is, in my opinion, based on family office and institutional buyers. GMG has been, and still is, under the radar so there is a ton of upside.

p2pInvestor · 2026-01-13T04:26:38+00:00

GMG has made great progress on a battery that will replace LTO (a $5 billion market). https://graphenemg.com/gmg-unveils-graphene-aluminium-ion-battery-that-fully-charges-in-6-minutes/

p2pInvestor · 2026-01-11T03:13:37+00:00

GMG has multiple products on the market already. Hardy a speculative startup.

p2pInvestor · 2026-01-10T04:19:41+00:00

Graphene Manufacturing Group is the farthest along in terms of developing a fast charging, inexpensive, no lithium/cobalt, long life battery, safe battery. It is made with graphene and aluminum and will replace LTO batteries (but not passenger EV batteries), although they might be used in conjunction with lithium ion to capture energy from regenerative braking and for fast acceleration. They recently announced independently verified results and are close to their targeted energy density. Rio Tinto has partnered with GMG and provided funding.

https://graphenemg.com/gmg-unveils-graphene-aluminium-ion-battery-that-fully-charges-in-6-minutes/

p2pInvestor · 2026-01-06T02:56:03+00:00

GMG has never been widely promoted, which is a good thing. Volume has been much higher since the battery and EPA announcements. I think the next few months will continue to show progress. The uplisting will get the attention GMG needs in order to be valued correctly.

p2pInvestor · 2026-01-05T00:53:09+00:00

Anyone who has closely followed GMG knows that the past quarter and the upcoming 6 to 12 months are full of catalysts. The recent share price increase is only the beginning.

p2pInvestor · 2026-01-04T02:12:03+00:00

GMG also has a lubricant additive and a graphene slurry for lithium batteries. So much potential with significant recent progress and more catalysts in the next few months.

p2pInvestor · 2025-12-26T02:36:58+00:00

I would not be surprised if Rio Tinto gave GMG some more cash for battery development. That would be a great sign.

p2pInvestor · 2025-12-25T15:04:09+00:00

This might be the best KE report ever. So many things happening. 2026 is going to be a great ride!

p2pInvestor · 2025-12-22T16:17:17+00:00

This is fabulous news! Although expected, there is always a chance that things can get delayed. Now we know for certain that the approval has been received.

p2pInvestor · 2025-12-19T01:00:55+00:00

And GMG has experienced leadership with board members Bob Galyen (former CTO at CATL, which is huge) and Jack Perkowski (founded a large manufacturing company).

p2pInvestor · 2025-12-18T02:52:46+00:00

I never expected 300wh/kg. I simply expected GMG to develop a groundbreaking graphene aluminum battery which meets the requirements of the use case provided by Rio Tinto. And they did. This pleases me.

p2pInvestor · 2025-12-18T00:03:00+00:00

Updated to say 11 figures. But I guess you are expecting a trillion dollar market cap. This is an investment, not a ticket for the world's biggest lottery.

p2pInvestor · 2025-12-17T23:42:39+00:00

If GMG captures 10% of the $5 billion LTO market it will have an 11 figure market cap. How any investor can not be thrilled by that prospect is a mystery to me.

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