I recently read common stocks and uncommon profits by Philip Fisher. I thought I would try using his strategy and apply it to HGRAF. I apologize for slightly weird structuring, I tried to follow the format used in his book. I think it's a good bull case for #HGRAF
@JayTaylorMedia Absolutely! I think long term this is one of the best investments available. I have yet to come across a reason that would have me even consider selling. Way too much potential here.
I wrote the following to my subscribers regarding HydroGraphs announcement today: "If you read this news release with any serious attention at all, you will begin to realize why HydroGraph has the potential to sell thousands of tons of graphene starting at around $250,000 per ton. Looking at the large number of industries this compounding partner, Modern Dispersions, deals with, this compounding partner alone could get HydroGraph to the promised land we have been dreaming of."
@MicahRothrauff Possible? Definitely yes. Evidence? I have very little to present. It's currently a waiting game. We know they will in fact be involved with military. I think they have a shoe in with DARPA as well. Time will tell.
With the hiring of Dr.Yancey, $HGRAF is strongly positioning itself to be a government asset in aerospace and defense. With the uplist in a couple months, I think a lot of news will be released about this company. Will be buying more shares today.
"I am excited to support the Company's expansion into federal and defense channels, where a secure domestic supply of advanced materials is increasingly important to national priorities."
Dr Yancey $HGRAF
Dr Yancey has a chair position in SAMPE which is made of leadership of companies like Boeing/NASA, he also comes from HEXCEL, an aerospace carbon fibers company. Strong hire. Very exciting $HGRAF
$VLTLF did a little bit of DD today. In my opinion an undervalued company that's on the cusp of being a big player as a domestic lithium producer and refiner. Will be purchasing shares tomorrow.
@DawgTrade Yes I did! Watched an interview with the CEO last night and did some reading throughout the day yesterday and the company really impressed me. I've seen the ticker a lot over the last few months and wish I would have paid more attention to it. I was busy searching elsewhere
@jollala20 Yeah I don't anticipate any critical minerals getting cheaper with the US so focused on supply chain risks. And many years out in the future if this company can start producing 10s of thousands of tons of lithium annually this company will be worth multiple billions.
$VLTLF if they meet their estimate of producing 4000tpa by mid summer next year that puts this company conservatively at a 4x from here with only a PE of 10, assuming China keeps the world cut off from their lithium supply.
The graphene production capacity that’s going to be rolling out is going to result in Wall Street modeling ridiculous numbers for earnings and market cap.
I’ve personally introduced Morgan Stanley to Kjirstin. I plan to follow on with other key banking partners. Morgan Stanley gets critical minerals and the importance of Graphene. They were key in helping MP minerals (which I wrote up prior to the goverment deal they got)
$hg $hgraf is positioned to become the leading nano tech, nano material company.
They will earn support from top Wall Street bankers. In fact, the bankers will compete to support them. They will all get very large goverment deals.
These things don’t happen over night. But, they will happen. Because the gov wants this tech to happen. They want turbostratic fractal graphene made in Texas.
Security of supply… and it’s going to prove to the most enabling revolutionary commodity in recent memory. Wild stuff
$SYNTF has 3rd party validation that in my opinion has derisked the science. Still huge risk on the execution side. I don't currently hold a position but still following closely.