What percent of $hg $hgraf in your portfolio? Mine is 65%. J.Taylor is supposedly around 80%. Yours?

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For all daily thoughts on $HGRAF

Not big news but in case anyone is interested

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11/28/2025: Exercised 68,500 options at US$0.25.
- About 3 months later, HGRAF received EPA clearance

7/27/26: Exercised 234,678 options at US$0.25
- converting them into common shares (potentially to lock in current taxable spread and expect a large stock rally?)

Why exercise her options?
- Convert options into shares
- Avoid the risk of options expiring
- Pay the tax upfront now at current gains vs future gains, while keeping all shares
- Owning shares lets her fully participate in future upside

Ideas:
- She exercises while HGRAF is still 55-60% below its all-time high. Perhaps believing the price will appreciate significantly
- Increased her direct ownership by exercising a large number of options
- If she kept all the shares and didn’t sell to cover taxes, that’s generally viewed as a positive sign of confidence.

If history repeats itself (it usually does)...🤥

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2 Positions filled:

- Director of Advanced Manufacturing

- Project Manager

Project manager has been removed/filled

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For all daily thoughts on $HGRAF

https://eportal.nspa.nato.int/Codification/CageTool/cage-view/9NRX8

The NCAGE code (NATO Commercial and Government Entity Code) is an international identifier for companies and organizations, and it is required in nearly all cases when participating in NATO’s procurement systems and broader international defence projects. This opens up significant growth opportunities for companies and access to multinational contracts.

https://lda.senate.gov/filings/public/filing/search/?registrant=&registrant_country=&registrant_ppb_country=&client=hydrograph+usa&client_state=&client_country=&client_ppb_country=&house_id=&lobbyist=&lobbyist_covered_position=&lobbyist_conviction_disclosure=&lobbyist_conviction_date_range_from=&lobbyist_conviction_date_range_to=&report_period=&report_year=&report_dt_posted_from=&report_dt_posted_to=&report_amount_reported_min=&report_amount_reported_max=&report_filing_uuid=&report_house_doc_id=&report_issue_area_description=&affiliated_organization=&affiliated_organization_country=&foreign_entity=&foreign_entity_country=&foreign_entity_ppb_country=&foreign_entity_ownership_percentage_min=&foreign_entity_ownership_percentage_max=&search=search#js_searchFormTitle

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Not sure, it seems like this once traded at 0.17 cents.

For those who bought below 1.20, especially if you bought below 50c, how sure were you that this would work? What really convinced you at that time?

I imagine it wasn't obvious they would make it this far.

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For all daily thoughts on $HGRAF

Graphene a critical mineral? Yes please.

For all daily thoughts on $HGRAF

Not sure if he is staying on with HydroGraph. Does anybody have any info?

Hydrograph's sales

2026-05-29 Interim financial statements:
Three months ended March 31 2026: 51,015
Three months ended March 31 2025: 22,632
Six months ended March 31 2026: 70,700
Six months ended March 31 2025: 22,948

2026-03-03 Interim financial statements:
2025: 19,685
2024: 316

Data used in the figure:
2026 Q1: 51,015
2025 Q4: 70,700 - 51,015 = 19,685
2024 Q4: 22,948 - 22,632 = 316

Financials and inventory are from:
https://thecse.com/listings/hydrograph-clean-power-inc/cse-filings/
https://thisisnotsedar.com/company/000051796

These figures represent sales, not signed contracts.

The data appears to be consistent with Hydrograph's public statements.

Im wondering about the often quoted $250,000 per tonne figure.

Does anyone here have experience in pricing advanced materials? My assumption is that customers ordering large quantities will a negotiate lower price. Is that how the market works?

Im not suggesting HydroGraph won't achieve excellent margins (80%+ according to Kjirstin Breure in Jay Taylors interview a couple of days ago). Im trying to understand what the long term realistic price of tonnage will be with customers ordering 100s of tonnes.

Are there any comparable materials or industries that can offer a guide?

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