ian

[ian @Archie_155]

@mattimusmaxicus @ArneriDesign @whirlybard @HydroGraphInc @GE_Aerospace Interesting. I saw the RFI as being written specifically for $hgraf. Spend some time on @ArneriDesign’s threads that suggests why the company could be so well positioned with the military and the emerging Austin nano materials ecosystem.

[ian @Archie_155]

@ArneriDesign @mattimusmaxicus @whirlybard @HydroGraphInc @GE_Aerospace This highlights the reason in my mind that the DARPA RFI insisted on commercial production capabilities vs lab based science projects. And this is where $hgraf becomes all the more interesting as it has two units that are production ready and a new plant poised to be built.

[ian @Archie_155]

@kuppyskorner Your blog highlights why the earnings multiples for DRAM vs semicap are so interesting right now.

[ian @Archie_155]

This post made my day! Thank you @ArneriDesign

[Arneri Design @ArneriDesign]

@DudespostingWs I’m not crying. You’re crying. 😭

[ian @Archie_155]

@Jaydee3008 @johnkonrad How so?

[ian @Archie_155]

$hgraf. Read this thread. @ArneriDesign is the GOAT on finding unique insights. But the proximity to the DARPA lab is most telling considering the RFI was due earlier this week and required a US manufacturing presence. For me - the picture is going 8k clear. But DYODD.

[Arneri Design @ArneriDesign]

@mattimusmaxicus sent me this map and I had to sit down for a second. 🧵

$HGRAF #Texas 🇺🇸

[ian @Archie_155]

@RonaldVolusus @ArneriDesign This is what people fail to appreciate about $hgraf. The scientists who know graphene the best are all choosing the same horse. Sometimes the best clues are available for all to see - provided they open their eyes.

[ian @Archie_155]

@justnumbers1242 Qualifying the product with customers took a year longer than I expected. New Jersey approval probably cost them 6 months. Those are the big things. Make sure you model out expansion plants. Numbers look silly because monopolies have pricing power - especially in an energy crisis

[ian @Archie_155]

Nice chart Fred. Again, a measured move on such a cup and handle is likely $20-30 depending on if you use a linear or log price scale. $pct

[fred thomas @turtlespeed2020]

$PCT Papa cup, baby cup.

[ian @Archie_155]

@zzzTrAsHeRzzz @ArneriDesign Point 2 is particularly relevant - especially if that shipyard manufactures high performance racing boats where strength to weight and reducing frictional drag through the water is paramount.

[ian @Archie_155]

@alex__pitti You’re back!!!!!!!!

[ian @Archie_155]

@SunWeatherMan @HawkEmDownChris Have a look at the knee injuries he incurred. What would have been fixed today with simple arthroscopic surgery resulted in at least 6 major surgeries and forced his retirement at the age of 30. Look at his freakish stats between 66 and 75 as a defenseman!

[ian @Archie_155]

@SunWeatherMan @HawkEmDownChris Wrong. Bobby Orr. This may be the only time that I can say with near certainty that I know something that you don’t!

[ian @Archie_155]

@justnumbers1242 I feel like I’m talking with a University Professor who wants to talk to me about theory. Have a look at the customers who have signed on and talk to them about pricing and then let’s have a discussion. Until then, please short $PCT so I can take the other side.

[ian @Archie_155]

$hgarf. Good update from @JayTaylorMedia

[Jay Taylor @JayTaylorMedia]

HydroGraph Clean Power reported 3/31/26 cash of $42.8 million and working capital of $42.2 million. I sent CEO Kjirstin Breure a note congratulating her for having the Q1 financials completed just in time for my month end subscriber letter. I suggested that the company's burn rate must be heading higher as it ramps up toward production.

From Kjirstin’s response, I get the impression that cash and working capital balances, aided by warrant conversions are holding steady at or around 3/31/26 levels and that she is not at all concerned about any funding needs any time soon.

She told me that a NASDAQ listing is still likely after Labor Day, that there will soon be a number of news release and that when they come she will be available for an interview.

I get the impression that the second half of 2026 will be positively eventful for HGRAF shareholders. Stay tuned!

[ian @Archie_155]

@justnumbers1242 No compounding, GPM goes +ve at a utilization rate of around 75%. But that utilization rate drops as compounding rate increases. And this is where things get interesting (ie pricing power) because $PCT is an effective monopoly for some companies mandated to use RPP.

[ian @Archie_155]

@justnumbers1242 Yes I have. A lot more. Have you visited the plant? I have. Have you talked to operators of the plant? I have. Have you talked to customers? I have. There’s a reason I’ve debated with many hedgies who are short $pct. It’s because I compete with them daily. Please short the stock.

[ian @Archie_155]

@Mag7Observatory @Kruker8 @FordWealth @blulla1 @PrydZz888 @Mike_Taylor1972 And Robocop (ie @mag7observatory) shut his account down again. Too bad. I disagreed with his bearish views on $PCT. But bears should be welcome as well.

[ian @Archie_155]

@Mag7Observatory @Kruker8 @FordWealth @blulla1 @PrydZz888 @Mike_Taylor1972 So let me get this right, you’re both short and long $PCT. I guess you win either way and can now guarantee your ability to say you were right on the stock 😁👍

[ian @Archie_155]

@jp24630660 @ArneriDesign All depends on your definition of serious.
End of 2027 for serious revenue as I define it.

People should be sceptical of the tech and the company. So learn about the GEIC in Manchester. Look at $hgraf’s hiring, its patents, its Board, its pipeline agreement. Then decide.