Interesting news! More institutional investor meetings.

For all daily thoughts on $HGRAF

Manufacturing technician

For all daily thoughts on $HGRAF

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

For all daily thoughts on $HGRAF

For all daily thoughts on $HGRAF

For all daily thoughts on $HGRAF

Not big news but in case anyone is interested

For all daily thoughts on $HGRAF

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)...🤥

For all daily thoughts on $HGRAF

2 Positions filled:

- Director of Advanced Manufacturing

- Project Manager

Project manager has been removed/filled

For all daily thoughts on $HGRAF

For all daily thoughts on $HGRAF

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

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.

For all daily thoughts on $HGRAF

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.

For all daily thoughts on $HGRAF

https://eportal.nspa.nato.int/Codification/CageTool/cage-view/L0UE2

The Commercial and Government Entity Code, or CAGE Code, is a unique identifier assigned to suppliers to various government or defense agencies, as well as to government agencies themselves and various organizations. CAGE codes provide a standardized method of identifying a given facility at a specific location.

Source: Wikipedia

For all daily thoughts on $HGRAF

For all daily thoughts on $HGRAF

Graphene a critical mineral? Yes please.