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Graphene is a one-atom-thick sheet of carbon atoms arranged in a honeycomb (hexagons or chicken-wire) crystal lattice. Researchers started to study Graphene in 2004, and since then they have found dozens of potential applications and exciting properties of this wonder material. Graphene is set to revolutionize a lot of industries, including sensors, batteries, conductors, displays, electronics, energy generation, medicine and more.

Graphene Dollar image

Graphene is the strongest material ever developed - 200 times stronger than steel and tougher than a diamond. It's also the world's thinnest material, and it is flexible and transparent. Graphene is also the best heat and electricity conductor. As can be expected, the research community is very excited about this material, and the business world follows suit. The commercialization of graphene is just in its infancy, but already dozens of new companies have been established to develop graphene based material, graphene production processes and other related activities.

There are over a hundred companies directly involved with graphene. Many of these companies are private start-ups in early-stages, but some pure-play graphene companies are public. The following sections will list some of those companies, and also some other investment ideas. For a more in-depth analysis of the possibility of investing in graphene, and a complete public companies listing, see our Graphene Investment Guide.

Pure-play graphene companies

In the past few years several graphene producers and graphene application developers started trading in stock exchanges around the world - mostly in Australia, Canada and the UK. Here we'll list some of those companies:

Haydale (AIM:HAYD) develops and markets carbon materials under the HDPlas brand. The company is currently focused on graphene composite solutions, and the company also developed and supplies metal-free graphene-based inks.

In October 2013 we posted an article explaining Haydale's business and technology.

Applied Graphene Materials logoApplied Graphene Materials was established in 2010 as a spin-off from Durham University to develop a new graphene synthesis method and produce graphene materials. AGM's technology is a unique patented scalable 'bottom-up' CVD approach to produce graphene. AGM is a public company that lists in the UK's AIM stock exchange (AIM:AGM).

AGM mainly targets graphene composites, coatings, lubricants, thermal management solutions and energy storage devices. In FY2015, AGM reported revenues of £41,000 (up from £4,000 pounds in FY2014) and a pretax loss of £4 million. AGM reported a significantly-broadened collaboration opportunity pipeline and provided over 120 evaluation samples to customers in more than 20 countries, and has plans to raise over £10 million.

Graphene 3D Labs (TSX:GGG) is focusing on development of high-performance graphene-enhanced materials for 3D printing. The company was spun-off Graphene Labs with support from Lomiko Metals (who holds 15% of the company). In August 2014 graphene 3D Lab went public after a reverse merger with Matnic Resources.

In March 2015 Graphene 3D Lab launched the world’s first conductive graphene filament for 3D printing. And in August 2015 the company acquired its parent company, Graphene Labs. In December 2015, G3L raised CDN$1 million in a private placement.

Other graphene investment options

Several large and public companies (such as Samsung, Intel, Nokia, IBM and Sony) are involved in graphene research. These companies may be on the forefront of graphene research - especially in high-end fields such as electronics and photonics - but graphene, even if successful, will probably represent a small portion of their business.

Another option is to invest in graphene production equipment. Aixtron AG, for example, is a provider of deposition equipment to the semiconductor industry who offers the BM Pro systems (previously called Black Magic systems) that can be used to deposit graphene using both chemical vapor deposition (CVD) and plasma enhanced chemical vapor deposition (PECVD). Aixtron trades in the NASDAQ (ticker:AIXG), but was recently acquired by Chinese fund. US-based CVD Equipment Corporation also offers graphene R&D and production equipment. CVD Equipment trades in the NASDAQ (ticker: CVV).

Our next suggestion is to invest in graphite miners. Some these companies are also eyeing graphene - planning to start graphene production or investing in graphene related companies. Interesting companies in this industry include Focus Graphite, Mason Graphite, Lomiko Metals and Elcora Resources. Most graphite miners are based in Australia and Canada.

Interested in graphene investing? our graphene investment guide includes detailed information on over a dozen public graphene companies.

Further reading:

Latest graphene investing and financials news

Zenyatta Ventures to receive financial and technical assistance from the National Research Council

Sep 28, 2016

Zenyatta logo imageZenyatta Ventures has announced the signing of a contribution agreement with the National Research Council of Canada Industrial Research Assistance Program (NRC‐IRAP).

Zenyatta will receive technical advisory services and a financial contribution of up to $350,000 from NRC‐IRAP to support Zenyatta’s metallurgical program designed to provide data for the start of a pre‐feasibility phase on its Albany graphite project.

Mason Graphite announced a $28.8 million private placement, to increase its stake in NanoXplore

Sep 27, 2016

Mason Graphite logoMason Graphite, a Canadian mining company focused on the exploration and development of its 100%-owned Lac Gueret graphite project, announced that it closed a $28.8 million private placement.

The proceedings of this offering will be mostly used to fund the development of the Lac Gueret graphite mine - but around $1 million CAD will also be used to increase Mason Graphite's equity in Group NanoXplore.

Graphene Investment Guide

Haydale expects to turn profitable in 2017, acquires US-based silicon carbide whisker manufacturer ACMC

Sep 25, 2016

Haydale logoHaydale reported its financial results for FY2016 (which ends in June) - the company's revenues increased to £1.92 million (up 30% from £1.48 million in 2015) - and pre-tax losses increased by the same 33% to £4 million, from £3 million in 2015.

In 2015, Haydale increased its staff from 32 to 46 and R&D expenses were around £1 million. Haydale expects to turn a profit in FY2017.

NanoXplore to partner with SDTC on graphene-enhanced components for electric motor systems

Sep 22, 2016

NanoXplore logoGroup NanoXplore, a Canadian company specializing in the production and application of graphene and its derivative materials, has announced that Sustainable Development Technology Canada (SDTC) will partner with the company to support the commercialization of lighter, more reliable and higher-efficiency components for electric motor systems using graphene-enhanced engineering plastics in place of metals. The total value of the project is $10.4 million.

Replacing metals with plastics will require innovative polymers with unique thermal, electrical, and strength characteristics. NanoXplore has developed and is providing customers with graphene-enhanced polymers with enhanced electrical, thermal and mechanical properties. By adding trace amounts of graphene to carefully-selected polymers, engineering plastics can be tailored to improve electric motors and the systems they are used in.

Graphene 3D Lab to raise $500,000 in a private placement

Sep 20, 2016

Graphene 3D Labs logoGraphene 3D Lab announced it is set to raise $500,000 USD in a new private placement of shares and warrants. This follows the company $600,000 private placement done in July 2016.

In April 2016, Graphene 3D Lab announced that it has been approved to move forward with the next task of its research, development and royalty agreement with a Fortune 500 listed manufacturer. In May 2016, Graphene 3D Lab announced its financial results for Q1 2016. Revenues increased to $265,271 - up 354% from last quarter's revenues of $58,369.