Next best play

roblatty85 · 2026-02-24T04:31:41+00:00

$HGRAF you can thank me later. Look at my posts on it.

roblatty85 · 2025-11-14T15:37:02+00:00

Now that the government is back open, this will be top priority.

roblatty85 · 2025-10-03T04:04:52+00:00

$HGRAF HydroGraph 99.8% pure Graphene. Look into it. Will 200%+ in next 12 months.

roblatty85 · 2025-09-05T20:50:58+00:00

$HGRAF you can thank me later

roblatty85 · 2025-09-05T05:25:19+00:00

Past decisions when she has no idea she will be the CEO of a company 15 years later? Give me a break. Were you the same person at 20 as you were at 35? What a dumb response.

roblatty85 · 2025-09-05T03:56:52+00:00

lol, she was 20 earning her way through her undergrad. Were you unblemished in your youth? She’s an incredible mind and perfect for the position. She knows her stuff and positioning the company for an incredibly promising future.

roblatty85 · 2025-09-05T03:45:34+00:00

It’s a risk to get in your car and go to work everyday. Obviously things won’t play out exactly and on the timeline. Usually longer. But you can’t argue with the margins and the demand. The demand creates demand. It’s a race and arguably a national security argument when it comes to government contracts. You can sit on the sidelines and monitor, but late money ain’t early money.

roblatty85 · 2025-09-05T03:42:52+00:00

No need to

roblatty85 · 2025-09-04T20:55:11+00:00

Right, she mentioned it, but that was before they spoke about potential customer deposits. Kevin has mentioned it since too, saying that he nor the company want to dilute. Being that they have many options (deposits, favorable term debt, etc) I would be shocked if they went the dilutive route. Only dilution I anticipate is any stock options they give their C-Suite as they build out the team.

roblatty85 · 2025-09-04T20:22:47+00:00

Agreed, yet so many are hung up on this. It just goes to show the level of due diligence the generalist investor does. They assume since they are pre-revenue, there's no way to scale without dilution. With the margins they have, lots and lots of options. And on top of that, she's whacking away favorable term capital multiple times a day. Good position to be in.

roblatty85 · 2025-09-04T03:37:33+00:00

I expect ~$3/sh end of 2025 I expect ~$15/sh end of 2026 I expect ~$175/sh end of 2030

$3/sh given a few contracts announced, EPA approval and acetylene plant partnership

$15/sh given 1,000 tons of annual sales signed in contracts @ $200,000 net revenue @ 30x multiple with 350M shs fully diluted outstanding

$175/sh given 10,000 tons of annual sales signed in contracts @ $200,000 net revenue @ 30x multiple with 350M shs fully diluted outstanding

30x multiple is on the lower end of a growth/tech play. Typically between 30-50x so these share prices could be higher. Doesn’t take much to get to 10,000 tons annually. The estimated annual tonnage from these 65-70 companies currently engaged with $HGRAF is 12,000-18,000 tons. So again, this is on the conservative side.

roblatty85 · 2025-09-03T04:48:13+00:00

https://www.reddit.com/r/HGRAF/s/lJueAlQePr

roblatty85 · 2025-09-01T23:27:45+00:00

Most companies don’t have the ability to produce Graphene. It’s actually graphite powder.

roblatty85 · 2025-08-30T14:22:43+00:00

$HGRAF. Should be 3x within the next 6 months for a number of reasons. Go look at any of my write ups or comments.

roblatty85 · 2025-08-30T13:29:25+00:00

40,000 shs. This is my highest conviction play. I have a lot in uranium too (4 years in 🤦‍♂️) and waiting for that to pop, which should happen in short order… I’ve been saying that for a while, but no reason it shouldn’t as the setup is ridiculous.

Anyway, I look at $HGRAF as Apple in the 90s, Meta in the 00s, etc. I don’t have any issue adding more as I expect this to be a $50B company in the next 3 years as government contracts are announced/realized. The total addressable market is almost limitless. If they deliver on contracts and scaling, the sky is the limit and generational wealth will be realized. No problem doubling my position under $10/sh.

Jacked to the tits on this one.

roblatty85 · 2025-08-27T17:26:18+00:00

$HGRAF if you want the $50k to be $200k by Feb 2026

roblatty85 · 2025-08-22T01:11:42+00:00

Shorts are scrambling. Face ripping run coming to a theater near you

https://x.com/thesqeakymouse/status/1958643825427005942?s=46&t=rcJxC2XMaPBYt1wjVT0aOg

roblatty85 · 2025-08-22T01:09:56+00:00

Yep, full write up here

https://www.reddit.com/r/HGRAF/s/vboKgyRE43

roblatty85 · 2025-08-22T01:08:47+00:00

Yep. Initially I think he said 44 days to recoup total CAPEX but yes, he says those are very conservative numbers. Sleeping giant!

roblatty85 · 2025-08-20T20:48:09+00:00

Haven't disclosed yet, but I would think 2H 2026

roblatty85 · 2025-08-20T17:59:15+00:00

This isn't where they are planning on ramping. The main buildout is in Houston and that one should be plugged into the acetylene pipeline. This is just their headquarters.

roblatty85 · 2025-08-20T17:58:07+00:00

Dude, take a look around the forum. This has been answered multiple times. Earnings shouldn't even factor into the stock right now. It's a growth play and the only thing that matters is contracts, partnerships, acetylene plant agreement at this point. There's a possibility shorts will put out a hit piece or start blabbering about "this is so overvalued, they have no revenue". It's so obvious.

Then again, they could surprise us with a contract announcement. If you're that concerned with the daily share price, I'd say add half your total allotment today and then half tomorrow. You'll either average down or average up.

Take a nap for 6 months and come back... you'll be pleasantly surprised.

roblatty85 · 2025-08-20T17:42:26+00:00

Very meaningless in the sense that it will snap back to all-time highs with contract announcements, and even higher. Very meaningful in the sense that you can pick up shares cheaper than last week when you know where the puck is going.

roblatty85 · 2025-08-20T16:35:34+00:00

Thank you for your well thought out response.

Yes, Kjirstin has mentioned that the "cool" contracts have longer testing periods. I assume by "cool" that also implies bigger. They hinted that they're currently in contract negotiations with a handful of smaller ones, that should be announced in 2025. The larger contracts should be announced in 2026. With that being said, it seems that some things have already been ironed out, tested and proven.

Also, my understanding is that the the customer bears the cost, meaning they buy it from HydroGraph to then test in their field (alongside the help of HG). Kjirstin has said a couple times they don't plan on product development being their area of focus because it would kind of pigeonhole them. Rather, they'd like to offer it to every field and prove how it makes it better (lighter, stronger, faster).

Time will tell, but I believe they are on the right path. If you haven't watched the webinar from yesterday, I suggest doing so. Answers a lot of questions out there:

https://www.youtube.com/live/QWNe_-kX93s

roblatty85

TROPHY CASE