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@Archie_155

Beigetreten Ocak 2012
346 Folgt288 Follower
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ian@Archie_155·
@JohnMacLeo79412 @TheSqeakyMouse The deal with Sparc highlights the many different use cases of graphene and the benefits of being a horizontal supplier vs a vertically integrated product vendor. Austin operations continue to build out. And a favourable stock chart as well.
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Jo Elgas
Jo Elgas@JohnMacLeo79412·
@TheSqeakyMouse More likely down than up. The deal with Sparc is desperate attempt for tiny Australian company to introduce them to real customers. No market reaction in Oz to the deal
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Shane Migura
Shane Migura@TheSqeakyMouse·
Hydrograph $HGRAF has all three supports aligning plus the 50 day sma. I’d see this as a good buying opportunity NFA.
Shane Migura tweet media
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ian@Archie_155·
@lacherbauer @SloCan68 People mistaking residential construction for economic strength is a common error. Show me GDP per capita trends to back your claims of “important city” as Canada is the worst performing G7 country on that metric.
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Right Pulse News
Right Pulse News@RightPulseNewss·
🚨BREAKING: Would you support Canada becoming the 51st U.S. state? YES or NO?
Right Pulse News tweet media
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ian@Archie_155·
@cmsinvests Whole market ripping. Just like yesterday’s sell off offered no signal, today’s rebound offers no signal.
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ian@Archie_155·
@AlfredENewman5 Same could be said for many sectors across the market. Nothing to be too fussed over.
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Clarence Beeks, Crop Report Specialist
1/2 03/30/26 Another ugggg-leeee day for $HGRAF $HG.CN. The stock got a pop at the open that was immediately met by a non-stop wave of selling, which carried on right through to the close. Bargain hunters and short cover-ers were nowhere to be found.
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ian@Archie_155·
@RonaldVolusus I specifically like your insights on Points 1 and 2.
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Jeffersonian
Jeffersonian@RonaldVolusus·
Following the breadcrumbs, all speculation but seems likely. 1. The Bellville Site Manager Hire In mid-March 2026, Sterling Engineering posted a recruitment listing for a Site Manager (also referred to as a Plant Manager) specifically for the Bellville, Texas location. • The Role: The job description explicitly mentions leading the planning, build-out, and launch of its new graphene manufacturing facility. • Reporting Structure: The role reports directly to Rob McMaster, who is HydroGraph's Senior VP of Supply Chain and Operations. • Status: As of late March, the listing has been removed from Sterling’s portal, suggesting the position has been filled for the upcoming groundbreaking. 2. Engineering & Automation Support Sterling is not just a recruiter; they are an engineering services firm. Their involvement suggests HydroGraph is utilizing them for CQV (Commissioning, Qualification, and Validation). • HydroGraph needs to prove that each of the 15 new reactors produces graphene identical to the Kansas prototype to maintain their Verified Graphene Producer® status. • Sterling has the industrial background in automation and modular builds to manage this validation process as the reactors move from assembly to operational. 3. The Bellville-Austin Connection While HydroGraph’s headquarters is in Austin (East St. Elmo Road), the production plant is in Bellville (Austin County). • Sterling Engineering most likely is managing the Bellville site, which is strategically located next to the Western International Gas & Cylinders hub to access the acetylene pipeline. • This allows HydroGraph’s internal team in Austin to focus on the Remote Control technology while Sterling handles the physical facility management and local vendor coordination in Bellville.
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ian@Archie_155·
@YiuCanDoIt I could argue that a recession would accelerate adoption as companies should in fact be able to drive cost reductions through the adoption of graphene.
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Nerf Nuke
Nerf Nuke@YiuCanDoIt·
The greatest threat to $HGRAF $HG is not their technology or the interest in their products by unlimited industries (both of those are 100% real). The greatest threat is a global recession triggered by military adventurism and a liquidity crisis from oil shocks.
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ian@Archie_155·
@SalZillaC @erprouty I would argue the 3000F is less of a problem than the cycling between high and low temperatures. But the payback period of the machines is so fast that they can also economically replace machine components with little financial stress.
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SalZilla
SalZilla@SalZillaC·
@erprouty well written response to hydrograph $hgraf I don’t know if they have proven the reliability/ longevity of the large Hyperion units. Controlled explosions to 3000 degrees F will be challenging. The story is uncomfortable because it really appears Too good to be true!
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ian@Archie_155·
@Bambrough1David Welcome back from school David. It’s going to be fun to watch what you and your father come up with.
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ian@Archie_155·
@DavidBCollum Very few private equity funds allow for early redemptions. The redemption issues we are currently watching are for private credit targeted at retail investors. Pretty much everything else you cite with regards to M2M and only selling the good stuff is bang on.
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Dave Collum
Dave Collum@DavidBCollum·
OK. I have gotten some guff—it was called "fear porn"—for a tweet so let me bounce this idea off y'all from a slightly elaborated model: 1) private equity is in big trouble because they are loaded with bullshit that is not marked to market and big players are beginning to panic. 2) The redemptions are rolling in above the standard contractual limit of 5% per quarter (up to 7%). 3) To cover the early redemptions PE sells the good stuff that has a market value. 4) As the garbage gets more concentrated in the funds, PE is taking on debt to cover redemptions. So you have more debt and more dregs. 5) For me, the shakiest part of my understanding is that the creditors (banks) will be senior, which means they get paid first. 6) Ergo, the late comers will be pulling from a fund in which mark-to-market is zero or even negative. What is wrong or missing from this description?
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ian@Archie_155·
@JohnMacLeo79412 @pokeywhite @TyrannyStomper Two different strategies being pursued. I prefer platform / ecosystem plays such as the one $hgraf is pursuing as it expands reach with very little incremental capital. At the same time, the platform approach diversifies end market risk.
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Jo Elgas
Jo Elgas@JohnMacLeo79412·
$GMG has world wide income just starting, CAD $5m plus from Rio Tinto, ISO 9000 certified, EPA qualified, CAD $20m in bank. Revenue self sustaining no further shares dilution. Tier 1 partner of the GEIC meaningless. Pay your money you get a seat at the table. Seriously good to see $HGRAF spending some money at long last on R&D only CAD $1.5m in their 9 years history compared with $GMG CAD $50m over 10 years, thats why you are years behind and praying for a first customer to give you some cash @JayTaylorMedia
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pokey white
pokey white@pokeywhite·
If only there was a company that figured out how to make pristine graphene, perfectly consistently, cost-effectively, and was getting ready to start scaling up in a massive way to an existing pipeline of commercial and government customers. Oh wait... $HGRAF $HG
Massimo@Rainmaker1973

In a stunning breakthrough, electrons in graphene have exhibited behavior long considered impossible by physicists. At the material's Dirac point—a critical electronic state where graphene is neither fully a metal nor an insulator—the electrons cease behaving like individual particles and instead flow collectively as a nearly perfect quantum liquid. This strange fluid is extraordinarily smooth, with a viscosity so low it rivals the ultra-hot plasma that existed in the early universe or is recreated in modern particle accelerators—far smoother than any known behavior in ordinary solid matter. The most shocking discovery: heat and electric charge decoupled completely, resulting in the largest violation ever observed of the Wiedemann–Franz law. This fundamental rule, which has held for over a century in all conventional metals, states that heat and electrical conductivity should move in lockstep. In graphene's quantum fluid, however, the ratio deviated by more than 200 times from the expected value. This makes graphene far more than just a wonder material—it serves as a remarkable laboratory for exploring extreme quantum phenomena once thought observable only in black holes, quark-gluon plasmas, or the conditions inside massive particle colliders. Beyond its fundamental importance, this ultra-clean, highly responsive quantum behavior could lead to revolutionary applications, including next-generation ultra-sensitive sensors capable of detecting minute electrical or magnetic fields with unprecedented precision. ["Universality in quantum critical flow of charge and heat in ultraclean graphene." Nature Physics, 13 August 2025]

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ian@Archie_155·
@JohnMacLeo79412 @pokeywhite @TyrannyStomper You will find another reason not buy when the first customer agrees to buy several hundred tons - with the most likely being a much higher $hgraf stock price. ISO 9000 certified, EPA qualified, cashed up, Tier 1 partner of the GEIC should get you to be more forward looking.
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Jo Elgas
Jo Elgas@JohnMacLeo79412·
@pokeywhite @TyrannyStomper At least I dont have to throw insults around. One thing you can be sure of, if and when $HGRAF get a customer for several hundred tons, ill buy immediately. I regret not buying when you got your EPA.
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ian@Archie_155·
@DavidBCollum @OlyWebDiva The world is so intertwined that messing up one part of the world impacts every part of the world. The only question is the magnitude of the impact.
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Dave Collum
Dave Collum@DavidBCollum·
@OlyWebDiva Actually you are correct. We was the world collectively, the US less so. There will, however, be consequences.
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Mega MAGA WebDiva playing with 🔥 running with ✂️
Dave's not speaking with the same anonymous military experts on the STRAIT of Hormuz that I've been speaking with. Mine say Europe and China are seriously hosed, but the US will be sitting pretty in short order. They also aren't concerned at all about being recognized because they don't lie or leak, and they don't share things they shouldn't.
Dave Collum@DavidBCollum

I spoke to a guy who one could call a military expert on the Straight of Hormuz. Can't divulge his name or any more for concern he will be recognized, but he says we are seriously hosed. FWIW.

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ian@Archie_155·
@BambroughKevin @LoneyZachariah Hi Kevin. Given the need to protect its IP, does an international footprint make sense, or should Hydrograph limit itself to Texas? It appears graphene ships easily.
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Kevin Bambrough
Kevin Bambrough@BambroughKevin·
My calculations (ai assisted) say capacity at a major acetylene facility in Texas can be added in 18-24 months that can allow Hydrograph to produce 10-20k tonnes per annum. A typical large acetylene plant addition by global standards can produce 50k tonnes per annum. Point being. As the orders come the ramp up can be way beyond what the market is thinking. The narrative will quickly be moving to how many countries will they replicate the Texas model in. They are approved to produce in all of the EU and UK now. So they should be looking at (in no particular order) Germany, France, UK, Poland. Etc. partnering with the large acetylene producers in each. I also think there’s partnership to form to speed the manufacturing of the Hyperion units themselves. Much of the construction and assembly can be contract manufactured if necessary to meet demand that I think will soon prove to be huge. As the masterbatch partners keep adding up we will see manufacturers seeking the simplicity of a drop in solution. Our company TurboStrata is focusing on advanced nano engineering and custom functionalization to deliver the very best graphene solutions for industry partners. My father had a civil engineering firm. What I’m building is a nano-engineering firm by developing deep understanding of fractal graphene and how to work with it. Very exciting… worth coming out of retirement for.
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Zachariah Loney
Zachariah Loney@LoneyZachariah·
This is highly relavent to $hg $hgraf too. The slingshot out of this low is gonna be absolutely epic for Hydrograph with all the news in the pipeline. A single Western International plant (like the one in Bellville) can produce enough acetylene to support 15k tons per year of graphene production, but they can be upgraded relatively easily to double their output. Of course Hydrograph wouldn't take 100% of their capacity since there are likely contracts to other clients, but its safe to assume, from my reading, that they could secure up to 10k tpa worth from a plant like the Bellville location. That's just on one location. What are you guys getting? How many tons per year could HG max out at from a facility like the one in Bellville? Really big things coming for HG, don't let the pullbacks scare you or take your eyes off the prize
Gary Savage@garysavage1

These intermediate degree corrections serve to clear sentiment and build the fuel for the next leg up. They usually unfold as either a sideways churn or a scary ABC correction. In the churn scenario sentiment is cleared by frustrating traders. They have the memory of the good times where price was moving higher and they want that to return quickly. In the churn it takes up to several months to create the fuel (lots of negative sentiment and doubt) for the next leg up as traders get more and more frustrated and then finally become convinced this s**t is never going to move, and they go looking for something else to trade. That's of course when the asset breaks out and the next leg up begins. The scary ABC correction is different. It creates maximum fear and pain but it does it relatively quickly in a matter of 5-10 weeks. These kind of corrections build the fuel by scaring the crap out of traders when the C-wave breaks the A-wave pivot and makes a lower low. Traders become convinced the bull is over and you get a huge surge in volume as dumb money retail and hedge funds panic out right at the bottom. But there is always a buyer for every seller, and the buyers of this panic are the smart money traders. The people that know the fundamentals haven't changed and that this is only a normal sentiment reset to build the "fuel" for the next leg up. This kind of intermediate correction can and usually does spawn a slingshot move back up. That is a very rapid and aggressive rally that quickly gets overbought preventing timid traders from re entering until they finally FOMO in after many percentage points have passed. We haven't had one of these scary ABC corrections in metals in a long time. We are finally getting one. Once we get that final "puke" moment (probably sometime next week) metals (and the stock market) will be set up for a slingshot move back to the all time highs and on to new highs, and in the case of metals big new highs. Below is an example of a slingshot bottom in the stock market. This is not the time to puke your shares/oz./contracts to the smart money right at the bottom. Hang on so you catch the slingshot move back up. smartmoneytrackerpremium.com

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ian@Archie_155·
@zzzTrAsHeRzzz Thank you. Appreciate the response. And yes - the margins remain robust even under the updated assumptions.
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TrAsHeR
TrAsHeR@zzzTrAsHeRzzz·
@Archie_155 Good catch. I've updated the model to reflect Management's $50k/ton (USD) COGS. Even at $50/kg, the net margin stays at a massive 80%. The share prices in the chart are CAD to match the CSE ticker, while operations are calculated in USD as per industry standard.
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ian@Archie_155·
@QuirkyForum @SloCan68 Path from A to B will be incredibly long and painful and you are relegating a generation of young people to economic pain in the hope of separating from the US - for whom the trade conflict has lasted one whole year. There are better approaches than this.
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John Bulloch
John Bulloch@QuirkyForum·
THINKING ABOUT OUR FUTURE We were giants during WW2 and we will be giants again. Trade with the USA will drop from 75% to 50%, but it will be replace by increased trade with Asia and Europe. The economies of the future will need more energy and critical minerals. Canada has what the world needs. We will build oil and gas pipelines and ports, Canada is the undisputed global leader of the middle powers. The Canadian Arctic will be a modern day gold rush. Military and industrial spending will be coordinated, Our young people will have a great future.
John Bulloch tweet media
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ian@Archie_155·
@Dr_Gingerballs Read the whole thread. There was great examples of why you ca have new neighborhoods with trees. But developers often choose a different approach.
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Dr_Gingerballs
Dr_Gingerballs@Dr_Gingerballs·
Okay we need to nuke X from orbit. New neighborhoods look like this because trees take time to grow.
Aakash Gupta@aakashgupta

Let me explain exactly why every new subdivision in America looks like the top photo, because the math is wild. A mature tree increases a home's value by 7 to 19 percent. On a $400,000 house, that's $28,000 to $76,000. A single shade tree produces the cooling equivalent of ten room-size air conditioners running 20 hours a day. One tree on the west side of a house cuts energy bills by 12 percent within 15 years. The bottom photo is worth more, costs less to live in, and sells faster. This has been documented by the University of Washington, Clemson, Michigan State, and the USDA. The data is not in dispute. Removing those trees saves the builder roughly $5,000 per lot. Concrete trucks need twice the dripline radius of every standing tree. Utility trenches need flat ground. A bulldozer flattens 200 lots in an afternoon. Preserving trees adds weeks and thousands per home. So the developer pockets $5,000 in savings and the buyer eats $50,000 in lost value for the next two decades. The person making the decision and the person paying for it have never been in the same room. The Woodlands, Texas is the proof of what happens when they are. George Mitchell bought 28,000 acres of Houston timberland in 1974 and preserved 28% as permanent green space. He forced McDonald's to build behind the tree canopy. That McDonald's became one of the highest-volume locations in Texas. The first office building, designed to reflect the surrounding forest so you couldn't see it from the street, leased completely. The Woodlands median home price today: $615,000. Katy, a comparable Houston suburb that clear-cut: $375,000. Named #1 community to live in America two years running. Fifty years of data. The trees are worth more than removing them saves. Developers clear-cut anyway because they sell the house once and leave. You live in it for 30 years.

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ian@Archie_155·
@DavidBCollum @DoombergT Yes. We saw the same thing in 2008. But previous metals troughed in around 3 weeks - which was 6 months before the broader market.
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Dave Collum
Dave Collum@DavidBCollum·
.@DoombergT makes the interesting argument that guys who got caught on the wrong side of the oil trade in big way may be dumping anything they can sell into the market to explain the precious metal raucus price changes.
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