Dan Pike

former Mayor of Bellingham, WA
sustainability wonk, public transportation advocate, good government geek

[Dan Pike @bigpiclongterm]

@HunterBiden @aaronjames619 Not sure why I wrote 'educational' 2x. But it works for the extra emphasis it deserves.

[Dan Pike @bigpiclongterm]

@HunterBiden @aaronjames619 Awesome, spot-on post, without being condescending. I'm really enjoying the you that you're sharing with us. Smart, funny, educational, educational. Not divisive. Great add to twitter/X...

Thanks for being you.

[Dan Pike @bigpiclongterm]

@DerekCrosby3 Not certain about 6 weeks, but $HGRAF's run over the next 2-3 years will be one for the ages...imo. Do your own analysis and own your investment decisions.

[Dan Pike @bigpiclongterm]

I let a 2022 winner run my portfolio value up from $20k to $350k. Then watched it drop down to $50k. All in about 18 months. So up 150% in 18 months...

Learned a bit about what to pay attention to when reevaluating 'add', 'hold', or 'sell' decisions.

Currently up 1200%+ since May 2024, after honing my a-h-s criteria and working through 3 equities, one of which ($HGRAF) now comprises > 95% of my portfolio.

Still in the 'add' phase, as it's still at the bottom of the hockey stick.

#investing #$HGRAF

[Dan Pike @bigpiclongterm]

@RomanSto11 I'm traveling to Limoges today, but will write up my approach sometime in the next few days. Nothing earth-shattering; more an accumulation better commitment to a few lessons I'd have learned faster if I'd paid more attention sooner...

[Dan Pike @bigpiclongterm]

I let a 2022 winner run my portfolio value up from $20k to $350k. Then watched it drop down to $50k. All in about 18 months. So up 150% in 18 months...

Learned a bit about what to pay attention to when reevaluating 'add', 'hold', or 'sell' decisions.

Currently up 1200%+ since May 2024, after honing my a-h-s criteria and working through 3 equities, one of which ($HGRAF) now comprises > 95% of my portfolio.

Still in the 'add' phase, as it's still at the bottom of the hockey stick.

#investing #$HGRAF

[Dan Pike @bigpiclongterm]

@JaneotN I'm reading this as I'm visiting college friends of 43 years who now live in France (I live much of the year in Spain; we're all US ex-pats in this current state of madness and sadness). Nothing quite like vintage great friends! Where has all the time gone??

[Dan Pike @bigpiclongterm]

@Yanky_Pollak @HunterBiden @Draven1683 This probably passes as 'witty' in your crowd...

[Dan Pike @bigpiclongterm]

Test

[Dan Pike @bigpiclongterm]

@HunterBiden Congrats on your sobriety, Hunter. Keep it up. Appreciate your tweets, too. You do a great job of connecting dots, and of connecting with people honestly and in a manner that opens some eyes...

[Dan Pike @bigpiclongterm]

Levidian is 99.9% purity, but doesn't have the oxygen 'impurity' that in fact is a strength, improving its bonding characteristics. $HGRAF also is fractal, aiding its utility in many uses while also reducing its effective loading level. In addition, $HGRAF has verified high performance in applications like composites, coatings, lubricants, concrete, batteries, and wastewater treatment (e.g., 100% dye removal), and is energy-neutral, or nearly so in its production. Levidian is made from methane, so is considered more 'green' than $HGRAF.

Overall, HydroGraph is a better product, but Levidian isa strong contender in the graphene space. Both will likely do well going forward, but HydroGraph's advantages in most graphene applications and methods I've looked at reinforce my belief that it's the best horse to back. None of the other 3 verified producers come close to HydroGraph or Levidian, fwiw...

[Dan Pike @bigpiclongterm]

I noticed that $HGRAF's website now says there are five producers of verified graphene globally, versus three up until recently. So I checked it out and found that the five, per the Advanced Carbons Council / Graphene Council’s Verified Graphene Producer® program are HydroGraph Clean Power Inc. (HGRAF/HG), Graphene-One / Kyorene, Levidian, UC Bacon Ltd., and Graphene Manufacturing Group Ltd. (GMG).

The five Verified Graphene Producers HydroGraph Clean Power Inc. (HGRAF/HG), Graphene-One / Kyorene, Levidian, UC Bacon Ltd., and Graphene Manufacturing Group Ltd. (GMG). I asked @grok about it, and got the following analysis:

Breakdown of the Five:
HydroGraph Clean Power Inc. (HGRAF / https://t.co/J0IDxk6xJI): The only one in the Americas. Certified around mid-2022 (making it the third globally at the time). Uses a patented "Hyperion" explosion/detonation synthesis process for high-purity (99.8% carbon), consistent, turbostratic fractal graphene with low environmental impact.

Graphene-One / Kyorene (and related entities like Armor Guys): US-based (with international extensions). Certified around late 2022. Focuses on graphene-based technical fibers and materials (Kyorene® brand).

Levidian (UK): Certified around 2023. Uses a patented LOOP system to crack methane into hydrogen and high-quality "green" graphene.

UC Bacon Ltd. (Taiwan): Certified more recently (around 2025). Focuses on mass-production of graphene for functional films, textiles, membranes, and related products.

Graphene Manufacturing Group Ltd. (GMG) (Australia, TSXV: GMG): The most recent addition (certified around April 2026), bringing the total to five. Uses a proprietary process to produce graphene from natural gas (methane) for energy-saving and storage applications.

HydroGraph’s site previously highlighted being one of three (likely referring to the early certifiers: HydroGraph, Graphene-One/Kyorene, and possibly an initial third), which has since expanded to five with new certifications like GMG’s.

Investigating further, I found that Graphene-One / Kyorene's graphene is made in China, but many of its products are sold in the US, hence the 'US-based' notation from grok.

$HGRAF is still uniquely positioned as the only US-based, verified graphene manufacturer. And with a very active list of upcoming and significant events on the horizon including redomiciling, graphene-enhanced PET commercialization/FDA approval announcements and contracts, new large investors coming aboard, some of the ~85 pilot projects yielding commercial contracts, etcetera.

[Dan Pike @bigpiclongterm]

@ronsterd89 The one by Melanie? Never heard of it...

[Dan Pike @bigpiclongterm]

@RasmusJarlov Yes.

[Dan Pike @bigpiclongterm]

@maddenifico Weiss is a toxic mix of ignorance, ego & bravado. Perfect for the current MAGA era. Hopefully we'll be moving on to a better era soon.

[Dan Pike @bigpiclongterm]

@holisticgrenade Unpopular...and wrong. But, hey, since vaccines do nothing and you have all the answers, why not volunteer to help in the ebola wards in the Congo?

[Dan Pike @bigpiclongterm]

I noticed that $HGRAF's website now says there are five producers of verified graphene globally, versus three up until recently. So I checked it out and found that the five, per the Advanced Carbons Council / Graphene Council’s Verified Graphene Producer® program are HydroGraph Clean Power Inc. (HGRAF/HG), Graphene-One / Kyorene, Levidian, UC Bacon Ltd., and Graphene Manufacturing Group Ltd. (GMG). The five Verified Graphene Producers HydroGraph Clean Power Inc. (HGRAF/HG), Graphene-One / Kyorene, Levidian, UC Bacon Ltd., and Graphene Manufacturing Group Ltd. (GMG). I asked @grok about it, and got the following analysis:

Breakdown of the Five:

HydroGraph Clean Power Inc. (HGRAF / https://t.co/J0IDxk6xJI): The only one in the Americas. Certified around mid-2022 (making it the third globally at the time). Uses a patented "Hyperion" explosion/detonation synthesis process for high-purity (99.8% carbon), consistent, turbostratic fractal graphene with low environmental impact.

Graphene-One / Kyorene (and related entities like Armor Guys): US-based (with international extensions). Certified around late 2022. Focuses on graphene-based technical fibers and materials (Kyorene® brand).

Levidian (UK): Certified around 2023. Uses a patented LOOP system to crack methane into hydrogen and high-quality "green" graphene.

UC Bacon Ltd. (Taiwan): Certified more recently (around 2025). Focuses on mass-production of graphene for functional films, textiles, membranes, and related products.

Graphene Manufacturing Group Ltd. (GMG) (Australia, TSXV: GMG). The most recent addition (certified around April 2026), bringing the total to five. Uses a proprietary process to produce graphene from natural gas (methane) for energy-saving and storage applications.

HydroGraph’s site previously highlighted being one of three (likely referring to the early certifiers: HydroGraph, Graphene-One/Kyorene, and possibly an initial third), which has since expanded to five with new certifications like GMG’s. Investigating further, I found that Graphene-One / Kyorene's graphene is made in China, but many of its products are sold in the US, hence the 'US-based' notation from grok.

$HGRAF is still uniquely positioned as the only US-based, verified graphene manufacturer. And with a very active list of upcoming and significant events on the horizon including redomiciling, graphene-enhanced PET commercialization/FDA approval announcements and contracts, new large investors coming aboard, some of the ~85 pilot projects yielding commercial contracts, etcetera. Plus its graphene purity and scalability is unmatched...

[Dan Pike @bigpiclongterm]

Thanks for this, Jay! Further confirmation regarding what we are holding. Some are critical about delays, ignoring communications, context and delivery.

Long holder here. I'm not burned out by the wait. Communication has been good, delivery has been excellent. Nee company, new product, big learning curve for not only $HGRAF, but its possible customers and its regulators. Labor Day-is for uplisting is an easy wait, especially with several significant NRs coming in the nearer future.

Time to add more...

[Dan Pike @bigpiclongterm]

@archer_rs Maybe this?

[Dan Pike @bigpiclongterm]

@lilygoat6 @TrueFactsStated Smart take on AOC. She'd likely do okay earlier, but far better after working her way up a bit more with the experience and respect that'd bring. And Pete was off to a great start in 2020. He could do so much better this time, imo...