Under appreciated update, imho. As I understand it, USA military related testing and development is ongoing and progressing well.
Additionally, the door has been opened and discussions with the DOE continue.
On top of individual contracts… https://t.co/VryNxI0i8g
Consider what the narrative will soon be if/when they have USA military contacts, multi product category deal with a top 10 global auto company. Also, when it’s clear that they’ve enabled a 30% drop in plastic weight, with UV protection and less little friction if desired. We get paid to predict these things… they seem very predictable to those who are looking and doing due diligence. On top of it all, applications are in process for government regulatory approval for food grade plastic. PFAS free with negligible leaching so no microplastic in our food, and also 30-50% more recycling turns.
Along with the bulk tonnage potential there’s piles of amazing applications that this graphene we will enable. Very exciting times.
The world thought we needed big flakes and sheets. Everyone was wrong. The tiny fractal turbostratic structures is the answer.
The biggest thing to understand is exactly why they can out perform all other graphene’s some times needing 1/100th in comparison. Almost always a 10x performance as they can do more with 1/10th the graphene added.
The other key point is that industry is figuring out that these other graphene’s are so unpredictable they are disqualified. Nobody is going to gamble building bridges or sky scrapers without engineering consistency and certainty.
No major auto company is going to replace all its plastic parts unless they are certain of the quality and performance. The recall and warranty bills, lawsuits etc are too great. $HG is on the verge of rewriting the graphene story. It’s the TSN turning point (for us Canadians)
The critics said they wouldn’t get EPA approval and they got EPA, UK and Reach.
They said it wasn’t going to be scalable. (Other graphene companies even bashed them to potential customers to try to prevent them testing the graphene which they know is better) Well, Western Gas and its Japanese parent company’s Nippon and Mitsubishi Chemical signed off after due diligence and entered into a multi decade deal.
The question everyone needs to ask themselves is how big will this company end up being. How big will nano tech, nano engineering and nano materials be?
Personally I think we will be upgrading every thing we make and how we make it. HydroGraph is at the core of this evolutionary moment. Just like how carbon is the essential ingredient in nearly everything… so will turbostratic fractal graphene be in nearly everything.
We’ve been like kindergarten children playing with huge wooden blocks. We are now going to become master builders and nano engineers working with nano LEGO to build everything better and stronger and more efficient, sustainable and powerful than we ever imagined
EXECUTIVE ORDER JULY 20
SECURING AMERICA’S DEFENSE SUPPLY CHAINS AND ENSURING
DOMESTIC ACQUISITION OF CRITICAL MATERIALS
https://t.co/WdxXhXLmvu
$HGRAF $LIB.v $VLTLF
I’m rooting for $hg $hgraf for reasons far more important than just making more money.
I truly believe that turbostratic fractal graphene will lead to massive energy savings across all economic sectors. It can be used to make filters that are not just energy efficient but better at getting microplastics and toxins out of our water supplies.
We can use less plastic and make it safer. We can also completely eliminate plastic and move to super strong biocomposites.
In the medical and health space their graphene will end up in advanced bandages, aid in drug delivery, neuro modulation, prosthetics and make nearly every item used in hospitals stronger lighter and anti microbial.
There’s even huge applications for food production and preservation.
I’ve been working on concepts to revolutionize refrigeration. I can go on and on… if you ask anyone who knows me, you’ll be told that I always do… it’s my #1 focus and the reason I started TurboStrata to assemble a team to help with advance product development.
With the gas plant contracting accomplished I’m extremely excited. It’s been a major milestone that I’ve been waiting for before putting more capital to work in Turbostrata. In convos over the last year with major companies that looking at developing products with in partnership there’s always been this manufacturing capacity concern.
Nobody wants to invest a huge amount of time and energy without certainty of supply. We now have that certainty. I’m excited to ramp up development over the coming months.
I have to think that all the major customers that HG has been working with over the past year two are going to shift gears now.
Example. No way in hell a top 10 auto company would place massive orders for materials and plan to incorporate graphene in a future model car without certainty of supply. Total chicken and egg situation..
It’s go time and I believe Kjirstin will deliver significant contracts now that gas plant and epa is done
Critics and fraudsters said these two things wouldn’t happen. And despite government shutdowns. A gutting of regulatory agencies, war in the Middle East. They got it done. And added the EU Reach and UK approvals on top.
This deal with Western Gas is massive. As I’ve said it’s a seal of approval for production scaling and safety. The due diligence that they did is notable.
The relationship with the parent company Mitsubishi Chemical and Nippon will be leveraged. They deal with all major Japanese auto companies and other major corps in Japan.
I’ve had many dealings with Japanese conglomerates over my career. They are very slow to build but once complete they are rock solid and giving partners. They are all about developing solid relationships for the long term and building on them.
I think both Japan and Korea will prove to be massive customers for HG and expect they will now be engaging with Asian actylene producers to replicate the Texas plant in the region.
Now that this deal is complete they can also showcase it as a template to BASF in Germany, Air Liquid in France and Linde Corp on the UK. Plus there’s significant opportunities in Poland etc.
I’m hoping to wake up Canadian companies to the opportunity as well as government investment entities that should be investing and supporting fractal graphene production in Canada.
Size matters and now that the market cap has grown and they have ability to ramp up production Hg will more easily get on the radar and be looked at seriously for investment.
The company months will be extremely exciting for those supporting the companies growth.
I’m especially excited for them to get food grade plastic approvals in major jurisdictions. The data is clear. The approvals will come and I expect the graphene will not just be added to plastics by some. In time govs will mandate it for environmental and health reasons. This will be an absolutely massive achievement we should expect based on science
Unrealistic expectations for what a corporate conference call would entail led to some frustration for uninformed investors. No matter how many times it's said that material news can't be released on a call, people still act like it will be.
And the market reacts.
We got some pretty sweet breadcrumbs today on the call, though:
-Confident about government grants
-Belleville will be able to scale to thousands of tons
-$800k cash burn per month (years of operating cash available)...
-..."including redomicile" = they're already deep into the process
-Paste speeds up adoption significantly
There was more. But those alone should be enough for anyone to be bullish.
Shorts and FUDsters are heavy on the "no contract announcements" angle - of course, because that's all they have left after EPA approval (that wouldn't happen) went through, scalability (that wasn't possible) just kicked off, and cash burn (which would lead to massive dilution) is actually a non-issue.
Wonder what they'll move to when those contracts start rolling in...what's left? 🤔
$HGRAF $HG
Big takeaway for me is they are positioned for cookie cutter capital efficient hyper-growth
I would put US government related contracts, grants and loans etc at 100%. Which alone will likely make it achieve a $20-30 bln usd market cap on Nasdaq.
I expect those government relationships to be nailed down in a matter of quarters and given it’s likely a 10x’ing event as it comes to pass, those who choose to wait it out should be rewarded.
When Kjirstin speaks to thousands of tonnes of orders in Asia I believe it those will come as well. This deal with Western Gas that is owned by a Japanese Conglomerate is a game changer.
We should expect that relationship to be expanded to Japan imho. The relationships and joint effort will be greatly aided by the parent Nippon Sanso Matheson, Inc. Which is owned by Mitsubishi Chemical Group.
As I said in an early post. The year of negotiation and due dilligence that this Japanese Conglomerate has done will pave a smooth path for similar relationships and major institutional investors to follow.
“Mitsubishi Chemical Group is a Tier-1 and Tier-2 mega-supplier that heavily supplies all major Japanese automotive companies, including Toyota, Nissan, and Honda”
HydroGraph is on the world stage in nanotechnology and nanomaterials now.
Kjirstin’s huge grin is very telling. She knows that everything will now fall into place as they’ve meticulously planned and executed on the tedious work to get those regulatory approvals and this major Gas plant deal accomplished.
Cashed up and ready to rock and roll…
If the shorts hadn’t attacked the stock and broke it down I expect we would have broken out a few weeks ago and be trading at new highs already.
Will be interesting to see if in the coming days and weeks we can reverse the technical chart damage done and resume the short squeeze that these criminal fraudsters deserve. They told lie after lie predicting no epa approval and claims of no production scale ability and safety concerns on the Hyperions
They scared and fooled many people. There’s also a new imposter impersonator born every day on this platform…
I trust Dr. Sorensen’s science and have faith that Kjirstin will continue to deliver.
Good luck to those that are along for the ride… may we all prosper and see another great year of returns to follow up this past 12 months run!
Cheers
DYOD :)
In this past year $hg $hgraf has gone up 20x rewarding those who believed they would get EPA approval and this Gas Plant contract.
They’ve also added around 1/2 a dozen compounding partners to help ramp up production.
This next year ahead can see another 10-20x if they are able to continue the momentum and deliver the customer orders they have indicated will come eventually.
We know from the data that fractal graphene is the best graphene and the feedback has been that they’ve delivered huge performance in testing with customers.
Yes things have taken longer than expected. But…we sure as hell have been well paid to buy and hold over the last year.
I believe they will continue to execute on the business plan and achieve large orders, be granted additional patents and approvals.
Their graphene can and will change the manufacturing world and be a key component of our nanotech / nano material revolution.
I hope the team from Morgan Stanley really digs in on the $hg $hgraf story. They should be leading the charge with their critical minerals team.
They can help deliver major government contracts just like they did for MP minerals. With this gas plant deal out of the way, it should be go time for MS to shepherd Black Rock and other major institutions to $hg and they should beocme the lead banker as the company moves to Nasdaq
Whom ever brings in the biggest institutional shareholders usuals wins that position.
I envision a future where $hg $hgraf has a $20-30b market cap and is courted by the top Wall Street brokers. I have MS an intro… which they said they really appreciated. The Gas Plant deal is a major box being checked to have them supper the company.
Everything is coming into place…
One more thing… the critics, shortsellers and general dimwits all said that $hg $hgraf wouldn’t get EPA approval. I remember well the pains of waiting for that as it took months longer than expected. But when it came, the stock quickly went up around 3x or so.
They didn’t just deliver the EPA they got the EU reach and UK delivered.
They competition and shortsellers try to downplay the scalability of Hydrograph’s tech. It’s pure and simple cookie cutter and they are all full of shit. This gas plant deal gives them the ability to ramp up and produce massive volumes. They can grow with Western Gas and have huge production in Belleville Texas.
The main hurdles for explosive market cap when I started talking about $hg around 1 year ago were EPA, Gas Plant and Orders. Nasdaq and ETFs are gravy… they will come but the real catalysts are production and sale approvals, production capacity and large customer orders.
2 of the 3 have been accomplished so far and the stock is up more than 20x over the last year.
So let the shorts and dimwits burn… let the critics eat crow… the large orders will be coming and they stock will be another 10x when the market wakes up to this reality.
HydroGraph ($HG | $HGRAF) has signed agreements with Western International to support a Texas graphene manufacturing facility.
The Bellville site is designed for up to 360 tons/year of Fractal Graphene™, with expansion potential beyond 750 tons/year.
📖 https://t.co/bcrKXbiQY5
Hydrograph Clean Power/Hydrograph USA Inc. has been hiring lately, at a very rapid pace. Most of these positions are high-level, scientific and business development positions. These are the folks who are going to build them from the ground up.
Two of the most recent postings - including a lower-level one - make me the most bullish though.
Supply Chain Director, and below that, Buyer I.
The company is hiring not just a high level supply chain person, but someone below them. This isn't business development; this is boots on the ground, for the purpose of manufacturing and delivery.
And they see the need to have more than one person for this, already.
Over roughly the last several months, HydroGraph has posted and/or hired for positions including:
-Director of Advanced Manufacturing
-Supply Chain Director
-Quality Director
-Laboratory Manager
-Instrument Scientist
-Controls Engineer
-Buyer I
-Project Manager
-Corporate Marketing Specialist
-Inside Sales Representative
-Business Development (Defense & Government)
It's no longer a company just adding scientists.
It's adding nearly every function needed to operate a commercial manufacturing business:
-Operations
-Manufacturing
-Quality
-Supply Chain
-Sales
-Marketing
-Program Management
-R&D
Continue to sit on the sidelines at your own risk. Those selling the last couple of weeks...best of luck.
I can't imagine seeing what's happening, knowing they're on the cusp of what they're about to do, and actively deciding to not be a part of it.
But hey, that's just me...DYODD 🙃
$HGRAF $HG
$hg $hgraf
EPA & Gas plant delivered
The future:
1. Major 1000 tonne orders
2. Top 10 Auto company deal/validation
3. Military orders (DoD)
4. DOE related contracts
5. USA GEIC
6. FDA approval for food grade plastic
7. Nasdaq listing
8. Addition to major ETF’s
Said it a year ago but will say it again…
The easy money is made by correctly predicting future events that will re-rate a company.
EPA, Gas Plant, Major Contracts, FDA food grade plastic, US military deal, USA GEIC, Nasdaq, more patents
Are the catalyst events and nothings changed in my mind other than things have taken longer than expected.
But, we’ve seen significant market cap growth just from EPA, (and EU Reach, UK approvals), Masterbatch compounding partners, more patents.
We have been told that Gas Plant formally announced should be soon and it’s a multi decade agreement involving land and permits. But it’s now apparently ‘very soon’ based on company presentations. It’s said to be with a major and will give them the ability to grow and virtually unlimited graphene production capacity.
Nasdaq filings are on going it seems and prep is for the fall…
FDA food grade plastics will be absolutely huge. It will come but we just don’t know when. But the science is sound.
Contracts are said to be progressing. They are delivering profound results with their clients.
Multiple projects with the military and US GEIC being prepared for congressional budget approvals.
You either believe these things will happen and the stock will go a lot higher or you don’t.
I believe they will and ya. It’s frustrating waiting. But I think it’s worth the wait.
Judging by the massive amount of people bugging me for insights today I would say interest is there to buy the dip for some, others just want an update but the volatility has people’s attention. Just like it does at peaks. So, hopefully we put a bottom in here and get some news and momentum going back up.
One of the newest hires for $HGRAF was an 8-year veteran for the largest (by sales) graphene company in the world ($GRA.TO / $NNXPF) - and he just made a lateral move to the same position with $HG Hydrograph.
If that doesn't tell you where this thing is headed, I don't know what to tell you.
No one is leaving the company leading in graphene sales to take the same position in a pre-revenue company, unless he knows that company is positioning itself to challenge that top spot in short order.
#Graphene #Nano
HydroGraph ($HG | $HGRAF) will be presenting an Advanced Carbons Council webinar on June 17.
The session will introduce Fractal Graphene Paste, a new pre-dispersed graphene platform designed for easier integration into water-based formulations.
Register: https://t.co/w1bqxOR5Ow