Added to YB: 2026-10-07
Pitch date: 2026-10-03
HGRAF [bullish]
HydroGraph Clean Power Inc.
-25.78%
current return
Author Info
J Taylor's Gold, Energy & Tech Stocks writes about investment opportunities provided by companies exploring and producing the monetary metals (gold and silver) as well as life sustaining base metals and energy related commodities. Sign up for the newsletter.
Company Info
HydroGraph Clean Power Inc. engages in the acquisition and development of graphene and hydrogen related products and services.
Market Cap
CAD 900.4M
Pitch Price
CAD 3.84
Price Target
N/A
Dividend
N/A
EV/EBITDA
-65.03
P/E
-51.65
EV/Sales
7.3K
Sector
Chemicals
Category
growth
Addressing HydroGraph’s New Structure & Investor Concerns
HGRAF (trimmed position): HydroGraph remains a long-duration commercialization thesis amid concerns about the timing of meaningful revenue and a Nasdaq listing; management previously estimated three to four years from March 2025 to reach 1,000 tons of annual production, with anticipated graphene pricing of $250,000-$900,000 per ton. A small sale is needed to meet an IRA required minimum distribution, while the holding still represents roughly 75% of the portfolio; contract timing and commercial visibility remain uncertain.
Read full article (7 min)