Ukraine will defeat Russia.

Thinking of Canada today. Wish US leadership still valued our countries' longstanding friendship, and was reaching out to offer whatever aid could help Canada address the situation at CFB Wainwright. share.google/0abINZo3nTa55dm…

I see a challenging market going forward until 2028. But again, $HGRAF has advantages: 1) An enormous supply of cash and a modest burn rate; 2) A bevy of companies that are running pilot projects to optimize graphene inputs into their products. These companies include a top 10 auto maker, some PTE manufacturers, coatings manufacturers, ~100 in all, last I heard; 3) US Government interest, including USDoW, where a wide swath of companies could make substantially better products with fractal graphene and other HydroGraph products. Graphene inclusion in some military hardware could be stipulated, using $HGRAF specs; 4) Biosensors capable of early--and affordable--detection of cancers, including lung cancers and ovarian cancers. At least one sensor is on the market now for lung cancer, while another can detect ovarian cancer far earlier--and I believe more reliably--than currently available tests. Just a small sampling of what's coming. And these innovations not only offer significant advances over the status quo, but more often than not they do so while *costing less* to manufacture, due to greater strength with far less usage of presently-required material inputs. Tough to watch the action of late, but the foundational promise of HydroGraph remains very real. I'm still long.

These are the kind of days that our investing minds claim to long for, even as they elevate our fears. If you've done your homework, are at peace with the long term value of your holding(s), a great time to put some resources to work. For me, HydroGraph comes to mind. I keep telling folks that, in this economic environment, their recent $70 million raise was brilliant. If you analyze $HGRAF's patents, their solution sets to adding graphene to a wide array of products with amazing, predictable and repeatable outcomes and couple that with their huge stable of partners honing pilot projects towards soon-to-be-deliverable contracts, it's easy to hold and wait. And the certainty of the redomiciling, coupled with the likelihood of a NASDAQ uplisting early next year, means the wait for impressive returns won't be long for investors--though it may feel interminable to shorts and day traders. NFA. DYODD. GLTA.

Hearing lots of concern, too much feigned, but some real, over $HGRAF's share price dropping. Here's a few quick thoughts. TL:DR = everything's going to be fine. Wait until January, then check back in. The ride may be bumpy, but the trend will be up. Full take: $HGRAF's in a quiet period. They're limited in what they can say, as many voices expressing doubt know and are leveraging. Lots happening beneath the waves. Raising $70 million will look brilliant over the next few years. The cost was minimal; the warrants were unfortunate, but we don't see much of what's going on. I want $HGRAF prepared to deliver when contracts are signed. - That means $$ in place to hire key folks now. - It means sufficient funds to expedite Hyperion production and installation at WGI aligned with expected US orders. - It means $$ to deploy to creating a production facility at Manchester, should it be necessary. - It means $$ available for multiple other contingencies that may arise in the next 24 months. Deals will come. I don't want management to alter its course to satisfy shareholders' impatience. Management should *continue* putting the pieces in place to deliver the tremendous value they've been unlocking for $HGRAF's shareholders and clients. The SP variance is part of the ecosystem at this stage. I don't want future returns damaged because management felt it necessary to assuage folks' insecurities. Too many of the current voices are actively engaged in trying to sabotage what HydroGraph is doing for reasons that are deliberate and malicious, while feigning innocence and good intentions. Give things a chance to play out. Then talk to me in January.

Just thinking it's good to reread the J6 Committee report, as a reminder of just *HOW BAD* January 6, 2021 was. And who was responsible. And all the folks then, and since, aiding and abetting this monstrous crime against our country and its Constitution.

Reading a lot of buzz about the recent announcement from the GEIC at University of Manchester and Duo regarding the use of Duo's new, graphene-enhanced polyethylene (PE) shipping bags. Stronger, lighter, more recycled content--what's not to like? More importantly, *who's* graphene is in the secret sauce? I haven't weighed in, as several posters have, making an overwhelming case that $HGRAF is the likely provider. And by likely, I mean along the lines of 2-standard-deviations-from-the-mean likely. Here's a couple links; there are a few more, but I'm pressed for time atm. Apologies I haven't listed them all; I'll try to do a fuller sharing later today... Bottom line is, great news! and further confirmation that HydroGraph management is on top of its game... Hat tip to xitter.cf/jamesscher31816 for prompting this post. xitter.cf/ArneriDesign/status/21… xitter.cf/zzzTrAsHeRzzz/status/2… xitter.cf/HS_Mentalistic/status/… xitter.cf/Swedish_uranium/status… xitter.cf/Swedish_uranium/status… duopackaging.com/packaging-s…

Capitulation. Per Investopedia, it's "...Mass panic selling by investors...where participants abandon hope of a recovery and lock in their losses, often marking the bottom of a market cycle..." For $HGRAF, feels like that may describe today. Painful for many. For those looking out as investors, time to hold tight. Maybe even add, once things stabilize a bit. That remains my plan.

$HGRAF's $70mm+ cash raise in August is looking more brilliant all the time. Few seem to get it, though. In a few months, it'll be clear. Meanwhile, adding shares on sale when I can.

Hearing a lot of panic in some $HGRAF shareholders. That's what some, in my thinking, are aiming for. Regarding management: $HGRAF management not taking steps *you* (or I) think they should means nothing about their collective managerial skills, and reveals a lot about the egos of those outside projecting what they think/believe/want to happen. HydroGraph has *proven* what its products can do. How they can literally same multiple industries millions, billions and even trillions of dollars while improving the products those industries sell. $HGRAF's *proven* products create opportunities for brand new industries to spring up. And no-one else can make graphene with the precision, the low energy inputs, and the ultrahigh batch-to-batch consistency that HydroGraph does. Do your own due diligence; come to your own conclusions. "Be greedy when others are fearful, and fearful when others are greedy." ~ W Buffett I'm adding more. DYOD. NFA.

The Administration is trying kill us all... "White House Moves to Take Control of N.I.H. Grants" Research should not be directed for political ends. nytimes.com/2026/09/20/scien…

The delay until Q1 2027 for redomiciling and NASDAQ uplisting may keep the $HGRAF share price lower through December, but worth it--and a buying opportunity, if true. Though the current hiring spree suggests significant movement on other fronts ahead of those events (redomicile & NASDAQ uplisting) will lead to market-moving defense and commercial news releases before then. Some are likely prior to year's end. I'm redoubling my buying in the near-term, as it's clear that the time until big price moves is getting very compressed. NFA. DYODD.

I get why people want a share price bump. Why shorts work a negative narrative--or mm's manipulation for large buyers, or whatever the vagaries of the market today bring. *We* see the value and know where $HGRAF is headed, and want our returns *today*. I'm right there with the crowd, wanting instant gratification. But part of adulting and investing is realizing that the way to have a better life, and better investing outcomes, is through patience. We got good news yesterday. $HGRAF Fractal Graphene delivered as expected for SPARC. Based on the LOI, there will be an offtake agreement signed before year's end. Yet we're down again at the moment. Other than for traders, it shouldn't matter. Once you recognize that it's manipulation; that longer term the price will settle towards its true value, then you need to be able to adjust your feelings; rein them in, so you avoid doing exactly what the shorts, the 'big boys, the market-makers want you to do. Which is sell them your shares cheap. If waiting was easy, Warren Buffett and Charlie Munger would not have been so successful. Managing our biologically-driven desires for instant gratification is HARD. But, using our intelligence, we can do it--and be far better off over the longer term. My graduate work was at Harvard. One of the most compelling courses I took wasn't a course at all; it was a 2 or 3 hour seminar during our orientation. The seminar went over understanding risk and reward. Indeed, nearly every course I took included some piece about R/R; it's a consistent thread there. The bullet-point takeaway is this: - "Those who understand risk and reward do better *IN EVERY FACET OF LIFE*" I look at the risk/reward of $HGRAF, and I continue to see enormous upside. So I continue buying. I won't sell more than a fraction, if any, over the next2-3 years, unless I see a material change in its risk/reward ratio. How about you?