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:
Haydale Graphene Industries reportedly intends to raise up to £7.8 Million (over $10 Million USD) at a big discount to the market price. Any money raised will be used to fund general working capital, restructuring costs and investment in equipment.
Of the money, £3.8 million is being raised through a placing while an open offer will bring in up to a further £4 Million. The graphene and composite materials specialist lost £3.5 Million (£2.67 Million) in the six months to December on sales of £1.6 Million (£2 Million).
China's Evergrande Real Estate group has invested CNY144 million ($21.4 million USD) in Chongqing Graphene Technology, a CVD graphene producer. Evergrande now holds a 35% stake in Chongqing Graphene Tech (which means that company is valued at $61 million).
Chongqing Graphene Technology produces CVD graphene sheets and the company also offers touch panels and other films that use graphene sheets. The company says its production line can produce up to 3 million sheets per year (but we do not know the size of each sheet).
NanoXplore has announced the completion of the previously announced “bought deal” private placement for total proceeds of $30,988,240 CAD (around $23.3 million USD). The Offering was conducted by a syndicate of underwriters led by National Bank Financial Inc. and including GMP Securities L.P., Paradigm Capital Inc., Echelon Wealth Partners Inc. and Beacon Securities Limited.
BDC, a bank devoted exclusively to entrepreneurs, had an involvement in this fund-raise as part of its $700-million CAD, five-year commitment to help high-potential Canadian cleantech firms with market-ready technology or products meet the capital-intensive needs of scaling and achieving timely growth. “We believe that NanoXplore’s proprietary graphene production technology coupled with its vertically integrated business model is a unique and compelling value proposition to enable commercial graphene adoption,” said Susan Rohac, Vice President, Cleantech Practice at BDC. “NanoXplore’s proposed 10,000-tonnes-per-year graphene plant will give the company a sizable first-mover advantage by producing large quantities at prices well below current levels. The company maintains strong R&D partnerships with leading Canadian research institutions and the management team’s steady commercial focus will ensure that the innovations produced continue to meet market needs.”
Earlier this month, Haydale was chosen as one of the 10 top companies of 2018 by Graphene-Info, and in December 2018, Haydale made arrangements to partner with Wheelsure Holdings to work on a graphene pressure sensor.
Graphene-Info's Batteries, Supercapacitors, Graphene Oxide, Lighting, Displays and Graphene Investments Market Reports updated to January 2019
Today we published new versions of all our graphene market reports. Graphene-Info provides comprehensive niche graphene market reports, and our reports cover everything you need to know about these niche markets. The reports are now updated to January 2019.
- The advantages using graphene batteries
- The different ways graphene can be used in batteries
- Various types of graphene materials
- What's on the market today
- Detailed specifications of some graphene-enhanced anode material
- Personal contact details into most graphene developers
The report package provides a good introduction to the graphene battery - present and future. It includes a list of all graphene companies involved with batteries and gives detailed specifications of some graphene-enhanced anode materials and contact details into most graphene developers. Read more here!