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$HGRAF HydroGraph Clean Power 🇨🇦
I saw people talking about this stock on Reddit, and I thought I would share what I found in my research. 🧐
To sum it up, they produce high-purity graphene (a single layer of carbon atoms arranged in a honeycomb lattice). They are using a patented explosion/detonation process to make theirs to achieve a high-purity, consistent graphene called "Fractal Graphene" for use in many commercial applications.
Here are some facts about graphene that make it useful in commercial applications...
-Burns 2.5 million a quarterhan steel by weight, conducts electricity better than copper, is flexible, almost impermeable, and conducts heat better than diamond. Without a doubt,s an incredibly useful product.
Q1 FY2026 financials
-$2.71B CAD market cap
-20k in sales, yes, 20 thousand dollars in sales
-55k in costs for those sales
-Gross profit of negative 35k, loss on every sale
-Burn 2.5 million a quarter
-Current cash pile of 20 million
-2 year run way until funds run out
-700k in salaries, a bit high
Either this company begins to make some sales, or they are going to have a very rough time explaining their stock price with 20k in revenue every quarter.
Their main play is to add graphene to concrete to dramatically increase its strength. The problem is that they are not the only show in town, with dozens of graphene producers all over the world. They claim to have more purity and consistency, but winning over contracts while China can produce it at a fraction of the cost is a challenge.
Overall, this company makes less money than I do a year, spends more than a bachelor party in Vegas, and they lack a moat regardless of their "Fractal Graphene".
0 out of 5 arrows
Even if we see 10x in sales thats still only 200k in revenue on a company that spends 700k alone on salaries. They also spend a lot of money flying around trying to convince others to use their product, which has not shown to be fruitful.
Is there any company you would like me to go over?
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