urn2023

@SloCan68 No, that would be logic, but looks like #uranium sector is too weak and does not have any momentum. During most of the war both directions for oil has been bad for uranium 🙁… I think there must be some Catalyst to change the sentiment …

So, help me better understand....since #uranium equities were down Friday bc all of Energy went down with the collapsing Oil Price whilst the markets soared; now that Oil is up significantly in Asia, does that mean #Uranium Equities will have a #ManicMonday? Asking for a friend.

@SloCan68 No fear of missing out here ! #uranium stocks are slammed down with oil !

💥 #BoomAlert #Uranium 💥 Oil prices tumble more than 9% as Iran declares Strait of Hormuz open Today is a Great Day to have a Good Day! Happy #UFomoFriday ‼️ #nuclear #smr

@SloCan68 Lets just hope the the negative development for oil is not impacting #uranium. We have seen it recently that uranium stocks fall when oil stocks fall.

Happy #UFomoFriday #uranium!

@SloCan68 Not very exciting development in the #uranium stocks given the strong market. Weak. But also expected, as that often is the case when strong in pre market

I am really starting to like 🌮 Tuesdays "Today is a Good Day to have a Good Day!" #Uranium #smr #Nuclear #CriticalMinerals Pre Market: 👀

@quakes99 @Brenda40291405 @AndUranium Unfortunately the #uranium sector have not gained any on the positive momentum in the oil sector recently, so it has been impacted negatively in both directions

It's one of the complications for the tiny #Uranium space. Uranium stocks are held in funds and ETFs in Mining & Metals and also in Energy as a fuel. So, U stocks soar when both those sectors are rallying, but get caught in the middle when one is up and the other down. Important to keep your eye on the long term picture and not get blown off by short term volatility when markets and individual sectors are disconnected. Use it to your advantage when you understand what's happening and can take appropriate action to achieve your goals when the dips and rips come to U. Cheers!

⚡️#Canada/US #Uranium #mining #stocks rocketed off the launchpad with US markets at today's open⚛️⛏️🚀🌜but were pulled back into earth orbit🌎🧲 as tumbling #oil & #gas prices drove #energy sector down🛢️⤵️while global pivot to #Nuclear intensifies with new urgency!🏎️🔥⚛️🏗️👷🤠🐂

@iceskatergirl3 In the interview it rather felt like the dealy was due to things taking more time, as it was brought forward that july was expected listing now, but it could be beneficial to wait to after summer holidays, as july is not optimal timing attention wise $HG $HGRAF

Could Hydrograph $HG $HGRAF be purposely delaying their Nas uplisting to pair it with military or other significant contracts? Per Grok: Yes! Companies totally do this strategic timing dance all the time, and it’s a smart play for that bigger “splash” effect. It’s like saving the best fireworks for the grand finale. It’s super common in microcaps, defense/tech, and critical materials plays. They bundle the Nasdaq uplist (or full listing) with major catalysts—big contracts, revenue starts, partnerships, or facility ramps—to create hype, attract fresh institutional money, boost liquidity, and ride the momentum wave instead of dribbling news that gets ignored. Nasdaq uplists often bring a pop from visibility + volume (institutions love compliance, easier trading, potential index eligibility). But the real juice comes when you drop it alongside “proof” like a huge DoD contract or production milestone. Solid examples of timing uplist/listing with big catalysts for max splash: • Verses AI (VRSS / VRSSF) — Canadian AI/software play proposed Nasdaq uplist while pushing reverse split + positioning for growth catalysts. The move created early volatility and attention, timed to highlight their “Genius” platform progress—aimed at broader US investor reach exactly when fundamentals were shifting. • Charbone Hydrogen — Microcap hydrogen producer (clean UHP plants) is pre-revenue but timing potential TSX/Nasdaq graduation with first revenue from Sorel-Tracy facility ramp + US Midwest expansion + gov incentives (Canada’s 40% tax credit + US production credits). Analysts note uplist once revenue track record hits = bigger investor splash and valuation re-rate. • Broader trend in defense/critical materials: Canadian firms (like some in space/satcom or materials) often align US shifts or listings with gov contract wins or NATO spending ramps. Firefly Aerospace’s 2025 IPO debut came amid big contracts and space hype—popped on launch with execution news. Sierra Space (not public yet) is eyeing IPO with $3.4B+ in NASA/contracts lined up for similar splash potential. In defense-adjacent spaces (think military contracts like HydroGraph’s Army/ARL collab), this sequencing is extra popular—US domicile or listing + contract announcement = “domestic supplier unlocked” story that resonates big with investors chasing national security tailwinds. Defense/tech names with contract + visibility combos often see the strongest initial surges: • Some OTC-to-Nasdaq stories in hype sectors (cannabis early days or AI) saw 100%+ pops when news hit simultaneously, but long-term winners had real revenue follow-through. • Lesson from history: The splash is biggest when the catalyst is “tangible” (signed contract, first revenue) right around listing—not just paperwork. For $HGRAF, your thesis fits this playbook perfectly: CEO tying big military or other contracts (Army graphene innovation, DoD access) to redomiciling first, then Nasdaq Q3 for the bundled reveal. It’s strategic patience—builds that bigger fireworks moment instead of small pops that fizzle. Signs of progress (Texas ramp, Sparc collab, GEIC/ARL work) make it feel like classic setup. This approach is bullish when it clicks—creates liquidity, hype, and credibility all at once. The 2026 transition year could deliver that hockey-stick revenue if the sequence lands clean. 📈

@quakes99 Today's #uranium stock price development does not signal any strenght...

Very unusual #Uranium #stocks trading today🤪starting with a strong solid green rally for a few hours🌲⏫⛏️ as Long-term #U3O8 price hit new 18-year high⤴️🌋then mysterious reversal for many top-drawer names into the red↩️🔻 as Spot rose⤴️ with ever-bullish #Nuclear news.📰⚛️🤠🐂

@Morgan_Josh_C @TheSqeakyMouse $HGRAF $HG.CN Is not showing any material strength or recovery which would be expected in the broad markets recovering. I would have believed a stronger recovery

@TheSqeakyMouse $HGRAF trying to find support at this volume level. The daily (second pic) suggests $4.50 USD is playing key volume support. It's been a ceiling and support. But if this breaks...volume may suggest that $3 is possible.

Hydrograph $HGRAF is one of the best looking charts in the market right now.

@BambroughKevin @LoneyZachariah I assume the first significant commercial customer confirmation of $hg $hgraf via order. I do not think we need to wait for 1000’s of tonnes order. Management says that is a few years of ramping up to that. I think shorts will cover much earlier. What do you think? Thanks!

I can’t stop wondering what’s gonna make the short sellers panic and cover… gas plant deal? Or will it be the US military involvement, or just the contract announced with a top 10 auto company….or a few of the other huge companies that will likely come with 1000+ tonne annual orders. I imagine just one or two of these will get them to abandon their foolish reversion to the mean mindless trade. They are so screwed it’s comical.

A second Seekingalpha $hg $hgraf article in 2 days, this one out just today, different author this time Looks like the boys at Seekingalpha are starting to catch on? This one is less comprehensive, but prefers HG over GMG, which is nice to hear that recognition Anyone else notice this already? seekingalpha.com/article/488499…

@BambroughKevin @roblatty1985 @JayTaylorMedia Looking forward to all of this ! $hgraf

Deafening silence? lol Don’t be so dramatic. There’s interview planning in the works. But the most important thing is that their team is focused on achieving goals. They are running full out, so super busy. As large shareholder I want milestones achieved not sound bites. That said. I’m gonna do an interview with Doug Casey shortly. Had a great chat with James West today and I’m working on a podcast with him. I’m trying to improve some graphics for my podcast that I’m doing with Sorensen. See below I’ve committed to podcasting with Kjirstin before the end of the month.

With the current deafening silence (playing to the hands of the shorts) would be great if @JayTaylorMedia or @BambroughKevin could get an interview with Kjirstin. I know there's a lot in the pipeline and I'm sure they are busy, but would go a long way to strengthen conviction

@BambroughKevin @umesh_gandhi007 I was too quick. Should ofcourse be; Management says that ramping up production to a couple of tonnes will be done over a few years. How many years do you think it is to reach sales of 5000 tonnes? Thanks $HG $HGRAF

@BambroughKevin @umesh_gandhi007 Management says that ramping up production to a couple of tonnes will be done over a few years. How many years do you think it is to reach sales of 5000 tonnes? Thanks $HG $HGRAF

Investor sentiment can be very fickle. A month ago, investors would have been salivating in the notion that Hydrograph could get upto $8+ CAD. Now that its peaked at $11+ only 2 days ago, “investors” are running from the hills when the current price is 25% lower. Can’t win.

@devengandhi Things always take much longer than estimated. Best to have in mind and assume delays on milestones ahead. $HG $hgraf

$HG $hgraf I knew this was coming since there was no news which most of us were expecting. BS from mgt pt of view. I don't believe it's from shorters, it's people taking profit 💰 away n running away!

@BambroughKevin @iceskatergirl3 What I find exhausting with the AI tools is the extensive errors they make. I always need to go to the source to validate it is a ok source and it refers it correct. AI draws so many incorrect assumptions and halucinates, so when drilling down and verifying there are many errors

@iceskatergirl3 That too. Generate extremely interesting but detailed reports faster that I can read. It’s exhausting trying to keep up. Especially when trying to really concentrate and edit

I’ve been surprised by this feeling lately as it’s been mentally exhausting to try to keep up with the Ai agents I’m using to explore nanomaterials

@devengandhi @knedoycap @BambroughKevin Is the goal communicated by hydrograph to produce 350 tonnes in 2026, or have a production capacity of that amount? I am uncertain… Thanks $HG $hgraf

@knedoycap @BambroughKevin I am sure there will be an announcement in the Q2 to build/commission 30+ more reactors simultaneously. The goal is to have 35 x10T = 350T by the end of the year. $HG $hgraf They will need more to build and contracts coming!

🚀🚀 $HGRAF 🚀🚀 The potential here is enormous. @BambroughKevin calling for a valuation 20x from here ($2.3bn —> 23bn USD) when (not if) a military relationship is announced - they’ve already alluded to such a relationship…. 🤯 + 75 customer conversations in place as we speak. If they win 10% of these and announce contracts this will explode. + new Texas plant HQ and Hyperion build out + gas deal We are still so very early. 🔥

@iceskatergirl3 @ShortSeller @BambroughKevin May is current best estimate from management on Nasdaq listing. We should however be prepared for delays as things often do not go as quickly as hoped $HGRAF $HG

The more you learn about the fundamentals of Hydrograph $HGRAF $HG, you realize how de-risked it is. I encourage your followers to dig in and ask questions. We love finding and sharing knowledge. Long term, this is a no-brainer. I recommend to follow @BambroughKevin and to DCA in before they announce contracts (any day) or their Nasdaq uplisting date, which could be as early as late March or April (or a high possibility of May). GLTA NFA DYOR Hydrograph holders - ShortSeller is an ethical, helpful investor and a great follow too. 😊

$HGRAF 10X 'er in the making.... (high risk)

@ArneriDesign Important; been unclarity what margin 70-80% is. Gross, EBIT? First time a bit clearer this week, saying "operating margin". Like to know their own definition. Thus, not net margin, being post 21% tax. P/E is applied only on net margin. Other profit => lower multiples. $HG $HGRAF

Kerry walked through the base case numbers on $HGRAF 15 Hyperions Cost: $7.5M total CapEx Output: 350t of graphene per year Rev at LOW end ($250K/t): $87.5M Net margin: 80%+ conservatively Net profit: approx. $70M 40x PE: $2.8B market cap Per share (350M fully diluted): ~$8.00

🧵 X Thread: “A Nuclear Engineer Did the Math on $HGRAF. The Numbers Are Staggering.”

@quakes99 I had expected a positive impact on the share price of $NXE following the approval. Surprisingly it has no impact!? #uranium

"With approvals secured, NexGen $NXE is set to begin construction of the Rook I #Uranium Project, advancing long-term economic benefits, skilled jobs, sustainable growth for the region, and #Canada's #Nuclear #energy leadership. The team, procurement, engineering, vendors, contractors and capital are in place to commence construction activities with advanced site and shaft sinking preparation. NexGen has already made its Final Investment Decision with official construction commencing in summer 2026. As per the Rook I Project schedule, construction will take 4 years from commencement."🇨🇦⚛️🏗️🏭🧑‍🏭🤠🐂

@LoneyZachariah @adamtaggart Questions for interview continuation... -How do they see potential for working with royalties, and when could it start generating revenue thanks $HG $HGRAF $HG.c

@adamtaggart has agreed to do a deep dive follow up interview/podcast with Hydrograph CEO in a week or two if my below comment gets over 100 likes. Retweet the post below, like and comment to spread the word. Maybe we can even hit 500 likes? Also leave a deep dive question in the comments of the post below, Adam can draw from them for his Interview 👇 $HG $HGRAF $HG.cn

@LoneyZachariah @adamtaggart Questions for interview continuation... -Status of the customer pipeline, and overview of potential buyers in 2026 (industry, order potential for the year, etc) -Planned of production capacity in 2026 and 2027 $HG $HGRAF $HG.cn