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Hey dummies. I have money now and you probably don't. So you should listen to me about $hgraf and why their graphene is literally going to change the world.
Hydrograph is the only company in the world right now that can make turbostratic, 100% SP2 bonding with 99.8% carbon purity (the .2 % is oxygen and it's on purpose lol neat huh?). They make a fractal graphene that can be mixed in with almost anything to make it stronger. We'll talk about them but first I have to tell you why other graphene is shit so you don't waste your money trying to invest in some other shit company.
Graphene was the wave of the future in 2004 but unfortunately it turns out that shit is hard to produce. You had a bunch of wrinkle brains trying to exfoliate from graphite but guess what? It's flat nanoplatelets that want to restack and turn back into graphite as soon as you put them near each other again. You lose all the amazing properties of graphene.
Then you have a bunch more wrinkle brains start using different explosions with gasses. Some are using methane but guess what? While what they make off that is almost pure graphene and super high SP2 bonding, they can't make it turbostratic which means those fucking platelets want to agglomerate whenever you mix them in something. Not to be confused with restacking, the top down process of exploding the gas somehow prevents that (people smarter than me figured this out). But this is exactly why a bunch of those shit companies insist on making their own vertically integrated products even with the no good graphene. Because literally no processor wants to deal with graphene that is going to agglomerate and fuck up their batches in inconsistent ways. (ahem, graphene manufacturing group). They can't control the quality of their graphene product so the only way to deal with effectively is try to manage the variance in quality in house. Or you contract another super expensive company to try and work with you to figure out how to mechanically or chemically make it so your shit doesn't agglomerate when you use it (Levidian but their cool because they show it in spec sheets). NOT FUCKING GREAT EITHER WAY.
Then you have the James Tour Flash Joule Heating method. This thing is actually pretty sick. They can take any carbon feedstock, flash it in a chamber with 3000 degree celcius heat and BAM. You have some gasses (toxic probably) and some really high quality graphene. They can do this with literal trash heaps or pet coke and carbon black. The implications could be really cool. But here's why it will never be a for profit business that you want to invest in. The flash joule method is pretty energy efficient compared to other graphene methods (lol besides hgraf but we'll get to that in a second) but they need to draw electricity from the grid to fill their capacitors in order to create that high heat flash that turns the material into gasses and graphene. When you scale this to 10 metric tons of graphene, nobody gives a shit. Who cares? but when you look at producing 10,000-100,000 tons of high quality graphene, the math gets a little crazier on where you can build these plants. Also, the high quality graphene only comes from certain feedstocks so you won't be able to just use trash, you'll have to truck in the material to your plant. So you'll have more costs on top your energy. Trucking ain't cheap and as far as I can tell, nobody has a modular unit for this FJH process that is easily scalable. Oh I forgot to mention, they can't create 100% SP2 bonding. Raman Spectro analysis shows "D" peaks on their highest quality stuff so.... yeah not great. It is turbostratic though so thats cool but the product isn't high quality and is going to be more expensive in the long run. SAD. Keep filling those landfills people.
Now we get to Hydrograph. Big wrinkle brain Dr. Chris Sorenson actually came up with this in the good ol' USA at KSU. Put some acetylene in a vacuum chamber and sparked it. BAM. Graphene and hydrogen gas (valuable in it's own right and NOT a toxic byproduct, neat right?). But here's the fun part, unlike those shitty graphenes above, this is 99.8% pure carbon with intentional oxygen left in, 100% SP2 bonding, Fractal, and Turbostratic. Because it's turbostratic it will not restack or agglomerate in mixes. Because it's 100% sp2 bonding, all of it's edges are available for bonding. It will actually behave as graphene in mixes!
But who cares about a science experiment? Why will this make shit tons of money? Well these god damn geniuses figured out how to make modular, easy to assemble, graphene production units. Their called hyperions. They cost 500k to make and they will produce 10MT of graphene a year running 10 hours a day. Once they get a pipeline agreement and establish their facility next to an acetylene manufacturer (coming soon) they will bump up those hour due to having fresh acetylene available 24/7 and get 20MT (min) per year out of them. EACH FUCKING TON OF GRAPHENE SELLS FOR 250K WITH A MARGIN OF 80%. Let that sink in. They have customers they've been working with through the GEIC (Graphene Engineering Innovation Center out of Manchester UK, Look it up jesus christ shouldn't have to do everything for you) for the last couple of years ready to place orders once the EPA and UK/EU Reach authorizations came through. WE ARE NOW IN THAT SPOT and that is why you have seen the insane run up. 5-7 customers want 1000 tons or more per year.
DO THE MATH IDIOTS on that revenue potential. If just one customer of 1000 tons comes through, that 200 million in cashflow per year. Christ fuck I'm done talking. Can't wait for some of you smooth brains to hate on this.
TLDR: Buy HGRAF be rich. Only modular, scalable, graphene producer approved by the EPA and UK/EU REACH programs. Will be hockey sticking on the graph for the forseeable future.
Positions in picture and yes I realize there is some mutual funds in there. Fuckin fidelity won't let me put my whole 401k into this beautiful thing.
https://preview.redd.it/32vvhh4ro8og1.png?width=1533&format=png&auto=webp&s=8a34f96e567cb0ef64f2b313a6ac674a3e0d6fb3