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Kevin Bambrough @BambroughKevin on x 55.2K followers
Created: 2025-07-19 02:27:10 UTC
It was a X year ride last cycle 8c to XXXX for me with warrants. It was around 120x on first placement shares. Quick 10x+ this cycle. 8c again to $X (80c to $10+ split adjusted)
Capturing the meat of the move
HG will be emerging as the darling of the graphene space which will blow away the uranium space. It’s going to be in everything we touch.
HG has X key P’s
Process Patents Purity and properties (crystalline and sp2)
Means it’s a premium priced high margin material made eco friendly at a low cost arguably near net zero energy due to biproducts.
The production design is modular and easily scalable. Conservatively a whopping $200k profit per tonne. Scaling to 1000 tonnes per annum ne Fe capex of a measly $20mln amortized over 10+ years.
65+ companies testing product several that could order 1000 or more per year. It’s crazy to see a path potential to $X bln if free cashflow and a huge stock multiple due to it being more of a high tech patent portfolio company that a material company.
Best sector I’ve ever seen. Most exciting by far. Company positioned as a clearly special case with US patents, likely to be domiciled in the USA in short order and seeking a Nasdaq listing in Q1.
Disclosure I bought X% of the company over the last few weeks.
XXXXX engagements
