Arneri Design

@green78499 @DesertViewsCA ceo.ca/hg?id=d5cc20a2… Photos of Austin HG progress from early March

@DesertViewsCA Exchanged emails this morning with Matt Kreps, vice president of investment for Hydrograph. I inquired about the status of the headquarters location in Austin. Was assured that relocation was underway and there are potential plans for an investor open house tour this summer. Scheduled visits don't seem possible at this time.

None of this is “confirmed” until HydroGraph or Western say it out loud. But mapping job posts, plant locations and feedstock math together paints a pretty interesting picture of where the first big Texas scale up could land. 🗺️🧩 $HGRAF #asymmetry

Interesting timing. A “Site Manager / Plant Manager” role pops up in Bellville, TX with a 125k–150k base… active for 23 days and clearly tied to a new production facility buildout. 🔗 jobs.sterling-engineering.com/jb/Site-Manage… $HGRAF #jobs #Texas

And if this really is Western ➕ HydroGraph, you get a very clean division of labor. Western focuses on gas production and handling. HydroGraph drops in reactors and turns that stream into high value graphene for coatings, batteries and composites. 🤝🔋 $HGRAF #partnership

The part most investors miss is what this does for risk. Co‑locating with an existing gas player and using their logistics, permits and safety culture de‑risks a lot of the ugly stuff around a first commercial plant. Less greenfield, more bolt‑on. 🧯🧱 $HGRAF #execution

So a new site manager hire at that location likely means one thing: someone is gearing up to run a scaled, continuous operation tied into that acetylene backbone. That is exactly the kind of setup HydroGraph has been talking about for modular reactors. ⚙️📈 $HGRAF #scaling

Using HydroGraph’s process, that kind of acetylene throughput could theoretically yield on the order of 10k–15k tons of graphene annually. In other words, the gas side is not the constraint here. Production and demand are. ⚗️📦 $HGRAF #capacity

Why does that matter for HydroGraph? Western runs a sizeable acetylene operation there. Bellville’s acetylene plant has been estimated at roughly 20k–30k tons a year, which is more than enough feedstock for serious graphene volumes. 🧪🏭 $HGRAF #graphene

The listing doesn’t name the end client, but the location lines up almost perfectly with the Western International Gas site just outside Bellville on Hwy 159. Same industrial footprint, same neighborhood, same vibe. 🗺️👀 $HGRAF #dueDiligence

$HGRAF qualified @BroadwayColours as a Compounding Partner this week. 🙌🏻👌🏻👏🏻👏🏻👏🏻

To my knowledge current Hyperions units run on an 8hr shift and produce 10t/yr of perfect fractal #graphene I am in agreement and have long thought that once they’re optimized for run time we’ll be getting 25-28t/yr out of a single Hyperion. $HGRAF

@gregm333 Thank you 🙏🏻 for the detailed explanation that helps a lot. I have zero idea how to read charts or what these different charting concepts are/mean/suggest.

Sorry, I realize this is a lot of ifs.... The targets are probabilities, but if this count is correct, and from 2/5/2026 to 3/11/2026 was a wave 1, then the ideal minimum target for wave 3 would be $15.24 (the 1.618 fibonacci extension). Interestingly, if the channel plays out and the lines don't need to be adjusted, a move up to $15.24 *might* hit the upper channel line around 4/10/2026. (Could be sooner if the channel is correct and it pops over the top of the channel, even if briefly, or could be later.) Third waves can move higher than the 1.618 fib, and the next most common fib extension targets shown on the chart: 2.618 at $21.55. Much less common fib extensions are 3.618 and 4.236 ($27.86 and 31.76), which I wouldn't be totally shocked if we hit, but wouldn't bet on it. After the 3rd wave, we'd have a 4th wave, which would *more likely* be a more or less sideways move rather than a sharp drop because this drop since the high earlier in March has been sharp. ("Alternation" in Elliott Wave theory). After the 4th wave, we'd have a 5th wave up, which could be short, or medium, or could extend. Then another correction of some type. I'd kind of like to see a move over and then backtest of that orange diagonal line at some point, but I'm not convinced it'll be necessary. Keep in mind the third wave would sub-divide into five "subwaves". And of course, all of this is if Eliott Wave is going to work with this stock (although it does seem to be so far), and if I'm seeing the patterns and counts right. It does fit with the big pennant that seems to be playing out, and makes sense based on news, etc. we're expecting.

Today's $HGRAF drop below Friday's low looks like we're in the (c), after which we should start heading up. If we are about to head into a third wave, we're in for a big move up. As always, I could be totally wrong, but, if I could, I'd be buying call options tomorrow and maybe Thursday. (Fib extensions on the chart are tentative / approximate, depending on the low of the (c), and they're based on the move since the 2/5/2026 low.) (I said I'd probably shut up for a while (meaning posting charts) in the HydroGraph investors group, so not posting this there.)

@gregm333 @knedoycap At this juncture I may be leaning towards UFO aliens coming to save us from ourselves

I often find it hard to not excited about what I see in the charts (mine and other people's). And also because of a lot of the non-TA info a lot of you post. The downside is sometimes having to struggling with being impatient. 😄 I feel so fortunate to have learned of HydroGraph so relatively early, and I'm in it for the long term. The only thing I worry about long term is if UFO aliens might someday come and say, oh, here's an easier way to do it, like the replicator in Star Trek.

@DSzollarD @green78499 @joerogan @HydroGraphInc @BambroughKevin Very wise comment! I’d definitely watch a @BambroughKevin and @joerogan interview about $HGRAF graphene and Energetic Investing

@ArneriDesign @green78499 @joerogan @HydroGraphInc I’d say @BambroughKevin would be even better given that he’s not tied with expectation management duties. Either way I guess if Joe Rogan’s audience gets a glance of what fractal graphene aggregates are capable of we’re entering the ultimate meme stock era with HG

$HGRAF proposed location in Austin, TX within walking distance to Joe Rogan Experience Studio.

@CarcassSmellby @gregm333 That’s how I feel too. It gives me life understanding the impact $HGRAF will have on our material world.

@ArneriDesign @gregm333 The more I research HGRAF, the more I realize this investment is solid. Perhaps one of best investments of a lifetime.

@Flex__J lol-ing at $GMG

$hgraf I stand corrected. $GMG is spending over 2 million AUD to build the 10 ton P.A. facility.

@Flex__J And from @QuatroRe on CEO.CA: Broadway Colours...Broadway is the only UK masterbatch manufacturer to hold an EcoVadis Platinum Sustainability Rating, placing them in the top 1% of companies evaluated globally for environmental and social performance. $HGRAF

$hgraf HydroGraph Certified Compounding Partner Broadway Colours They are in lots of industries:

@Flex__J Cont… Something we could see in the future is another Hydrograph production facility open up in the UK. Thats the Hyperion advantage..low Capex and relatively very quick to build. $HGRAF

@Flex__J From @Wallywill on CEO.CA: Today's news release is now the 2nd masterbatch company that is a Qualified Compounding Partner out of the UK. The Hebron, Broadway announcements along with the REACH approval clears the path forward for sales.

Hope there’s a royalty baked into this deal… if HydroGraph is the “enzyme” and partners like Broadway run the “reactors,” a clip on every kg of graphene‑enabled masterbatch sold could turn this into a real annuity stream. 💰👀 $HGRAF #royalty #asymmetry