As always, my posts are not financial advice. This account is for my own research and entertainment purposes only. Please do your own research before investing.
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$LIB.v $VLTLF
@Tesla @Dell @MichaelDell @Acer @Apple @Garmin @Samsung @SamsungMobileUS @Dyson @SpaceX @Ford @BMW @BMWUSA @MercedesBenz
Up to 20,000 tpa demand in negotiation these weeks!
The massive resource in the #Permian Basin is the base!
And $LIB.V $VLTLF see the massive domestic demand, that would buy everything they can extract by 2030 & going forward!
It's a company in the building & the Gen-6 de-risked the story, next final de-risking is building & operating Freedom-1 in Q1-2027
"Why doesn't Hydrograph have any contracts yet???" -FUDsters and impatient investors on a daily basis.
Example 1 of why:
Hawkeye Bio was one of their earliest commercials partners. Tested with $HGRAF in 2023. Selected their graphene for use in 2024. Partnered with them for production in 2025.
We're almost to 2027, and the product finally becomes commercially available.
This is the cycle. It's not an "if"; it's a "when". This was one of the first, and there have been many since. According to $HG, that number is 80+ and constantly growing.
Number 1 is in the books. 2 through 80+ are on the same path.
Time is running out for haters and shorts to be running their chops.
And I can't wait until they're closed for good 🚀
When @RonaldVolusus translates my words into a visual 👏🏻 This visual learned loves it
High energy efficiency = low opex (low electricity costs) = low cost per unit basis = low cost of adoption
This is one the reasons no one can compete with $HGRAF ⚡️
If you’re in London England 🏴 you should try and attend and hear James Baker speak
mewburn.com/legacy-launch-di…
HydroGraph's graphene has a peer-reviewed paper now 📄
How it's made, what it is, why it's different. Springer, open access, 10,000 reads in under a year
Most graphene companies have a brochure. HG has a paper with 75 references $HGRAF
doi.org/10.1007/s41127-025-0…
TY 🙏🏻 Billiout
Four things the paper says set FGA-1 apart:
1.99.8% pure
2.100% sp2, so it behaves the same everywhere
3.3D nano: geometric surface that touches the matrix
4.Fractal: it webs through a material at tiny loadings
And: "which we can now produce in ton quantities." $HGRAF
$LIB.V $VLTLF
Let’s see what this week brings!
@LibertyStreamIP heads to @PlanetMicroCap in Toronto
Shareholder meeting rescheduled for November 30.
Watching for offtake announcements and confirmation of financing.
iirc, the market liked June’s MicroCap presentation
The paper's Table 3: microwave plasma graphene takes 180 MJ per kilo.
@HydroGraphInc’s chamber explosion takes 2.7.
The 180 figure comes from the plasma patent now owned by @Levidian_ltd
Methane has to be FORCED apart.
Acetylene wants to FALL apart. That's the 67x. $HGRAF
@SparctechS care to explain why you’re spending time testing with an inferior graphene product that’s X67 more energy hungry and in turn expensive?
The chemistry explains the gap. Methane is the most stable hydrocarbon there is. You have to force it apart with electricity, continuously. Acetylene is the opposite, it is loaded with energy & wants to fall apart. $HGRAF lights a spark. Levidian runs a microwave generator. 67x.
The bit I didn't catch the 1st time: 180 figure is reference 70 🟰 Pennington/Koziol/Paukner plasma synthesis patent.
That patent family is assigned to @Levidian_ltd
Energy number $HGRAF uses for the methane route comes from Levidian's own filing. 👀
patents.google.com/patent/US…
Just doing my own research and sharing it with the internet. Please conduct your own deep due diligence and research. None of this is qualified as financial advice. Seek financial advice from a qualified financial advisor. Which I am not. Just a random person who likes to learn.
@exxonmobil just put $250M+ into a new resin plant in Louisiana.
The resin is called Proxxima. Most people have never heard of it. Exxon is building a whole business around it.
What is it, & why a graphene investor should care $HGRAF
businessreport.com/exxonmobi…
imwalkinghere4 🙏🏻
Proxxima is already in Canada. 🍁
Imperial Oil, 69.6% Exxon-owned and run from Calgary, put Proxxima GFRP rebar into a 354-ft tunnel base at Kearl. A fifth the weight of steel, fewer trucks north.
Same resin, same owner, one border north. $HGRAF
proxxima.com/en/resources/ca…
Proxxima is already in Canada. 🍁
Imperial Oil, 69.6% Exxon-owned and run from Calgary, put Proxxima GFRP rebar into a 354-ft tunnel base at Kearl. A fifth the weight of steel, fewer trucks north.
Same resin, same owner, one border north. $HGRAF
proxxima.com/en/resources/ca…
Exxon isn't named as a customer anywhere.
What HG does say: 80+ customer engagements on its investor page.
"Validated both by industry and academia" in the paper. Several in commercial negotiation as of Oct 21.
The names stay behind NDAs. $HGRAF
To be clear: this is a review by the company's own scientists. Peer-reviewed, but theirs.
It answers what HG's graphene is and how it's made. Not who's buying.
The first is now in writing. The second is what Oct 21 was about. 🏁 $HGRAF NFA DYOR
doi.org/10.1007/s41127-025-0…
The paper also lays out HG's sales funnel: 1️⃣Discovery, 2️⃣Review, 3️⃣Validation, then 4️⃣"Negotiation of supply agreements."
That was written in May 2025.
On Oct 21, 2026, HG said several customers had reached stage four. 🤝 $HGRAF
