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 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 (there are over 15 of those as of early 2016), 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 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.
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).
Another popular alternative 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 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.
Graphene investment discussion board
Graphene-Info hosts a discussion board focused on graphene investment. This is a great place to share knowledge and tips, learn of new investment options and news. Successful investment is all about knowledge!
The latest graphene investing and financials news:
Advanced materials group Haydale Graphene recently raised £450,000 (around $580,000 USD) following the issue of new shares.
Haydale said the funds will be used for general working capital purposes. Haydale also noted that it had approximately £2.47m of cash as of 31 October.
University of Nebraska Lincoln receives $4.5 million from Department of Defense for graphene research
The University of Nebraska Lincoln has partnered with the Department of Defense and received a $4.5 million, 3-year grant for graphene research. The University was one of several institutions chosen, and the only institution to lead the research effort.
After 8 years of research, the research team at Nebraska said this grant is pushing them one step closer to creating graphene technology. "This research actually has many practical applications, so we expect the structures we are making can be used in various electronic devices or electronic circuits," said Alex Sinitskii, an associate professor of Chemistry at the University.
Applied Graphene Materials, which recently reported a widening annual loss, has decided to re-align itself and focus on graphene dispersion, a process of mixing graphene with other materials to enhance the mechanical and barrier properties of the material.
The company said it will work primarily to grow revenue from a "pipeline of approximately 100 active engagements".
Directa Plus has raised gross proceeds of roughly £0.2 million (almost $260,000 USD) through an open offer and £7.4 million (around $9.6 million USD) through the placing and open offer, before expenses.
The graphene specialist last month agreed to buy a majority stake in one of its oil services partners, Romanian firm Setcar, which Directa's CEO called "a transformational acquisition".
Applied Graphene Materials (AGM) recently reported a wider annual loss as costs increased and revenue development was slower than expected.
AGM booked a loss before tax of £4.8 million for the 12 months ended 31 July, compared with £4.5 million of loss during the year before, as its cost of sales leapt by 89% to £0.5m.