Mar. 17 at 7:30 PM
@TRILLIONCAP
$HGRAF Appreciate the history—no disagreement that graphene is still early and complex.
But the core issue hasn’t changed in 20 years: production economics.
Many of those companies have advanced products, yet adoption remains limited—usually a sign that cost, energy, and scalability are still barriers.
That’s where the divergence is starting.
HydroGraph Clean Power Inc. is being evaluated on whether its process can deliver:
• low-cost production
• low energy input
• consistent, repeatable scale
If that works, adoption follows. If not, valuation corrects.
On diversification—fair, that’s a risk-managed approach.
But then a fair question: if production isn’t the key differentiator, is Kevin Bambrough missing the point with a ~
$18M concentrated position here?
Different strategies, different convictions—but the market will ultimately decide based on who can actually produce at scale.