Graphene is a one-atom-thick sheet of carbon atoms arranged in a honeycomb (hexagons or chicken-wire) crystal lattice. Graphene is the world's strongest and most conductive material, and no wonder that researchers and professionals looked into graphene's potential across many applications, including sensors, batteries, conductors, displays, electronics, energy generation, medicine and more.
The commercialization of graphene is just in its infancy, but already dozens of new companies have been established to develop graphene based materials, applications, graphene production processes and other related activities.
There are many companies directly involved with graphene. Most of these companies are either private early stage companies or large companies in which graphene is just one business segment, but some pure-play graphene companies are public. Below we will list some potential graphene stocks for investors that wish to take part in the graphene revolution. 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:
Versarien (AIM:VRS) is an advanced materials group leveraging proprietary technology to create innovative engineering solutions for its clients in a diverse range of industries - focusing on graphene materials.
Haydale (AIM:HAYD) is a UK-based supplier of functionalized graphene and related technologies. Haydale is mostly involved with graphene composite solutions and graphene-based inks. In 2016 Haydale acquired ACMC, a US-based silicon carbide whisker manufacturer.
Applied Graphene Materials (AIM: AGM) 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. AGM mainly targets graphene composites, coatings, lubricants, thermal management solutions and energy storage devices.
G6 Materials (TSX: GGG), formerly known as Graphene 3D Lab, focuses on development of high-performance graphene-enhanced materials.
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 SE, for example, is a provider of deposition equipment to the semiconductor industry who offers CVD graphene production systems. Aixtron trades in the NASDAQ (ticker:AIXG). US-based CVD Equipment Corporation also offers graphene R&D and production equipment. CVD Equipment trades in the NASDAQ (ticker: CVV).
Interested in graphene investing? our graphene investment guide includes detailed information on over a dozen public graphene companies.
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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 stocks investing and financials news:
G6 Materials Corporation announced its financial results for FY2023 (which ended on May 31, 2023). For the year, revenue was $1.5 million, up from $1.3 million in 2022. This was offset by increased R&D, general and administrative expenses.
Total loss in the year was $2.8 million, an improved from last year ($4.9 million loss, but that year included $2.7 million investment write-down).
Ningbo has announced a graphene competition whose winner will receive project funding of up to 10 million yuan (about $1.3 million USD) & a direct investment of 10 million yuan (plus development incentives of 10 million yuan).
Ningbo, a port city in China, has put great efforts into strengthening its economic and technological abilities in recent years, with a special focus on graphene production and applications. In 2022, Ningbo City launched the National Graphene Innovation Center (NGIC). The center adopts a “company + alliance” operation model and is jointly operated by the Ningbo Graphene Innovation Center and China Innovation Alliance of the Graphene Industry (CGIA).
In order to build a future leading area for the graphene industry, NGIC will hold the 2023 “Graphene Creates the Future” Entrepreneurship and Innovation Competition on October 20. It is seeking entries from entrepreneurial and innovative teams (individuals) with significant prospects in the graphene industry chain from all over the world.
NanoXplore has announced that it has been awarded three programs from two existing customers, one large commercial vehicle OEM and one industrial equipment manufacturer, to supply exterior parts of vehicles. These components are used in both internal combustion engines and electric vehicles.
Production for the first program will begin in 2024 while the start of production for the other two programs is planned for 2026. These programs generally last for a period of 10 years. The Corporation estimates that these programs will generate CAD$24 million (over USD$17,700,000) in annual sales at mature volumes along with a one-time tooling revenue of CAD$10 million (over USD$7,400,000). The Corporation has reportedly already secured the related manufacturing equipment to fulfill these orders and the expansion of the North Carolina facility is ongoing. These investments are part of NanoXplore’s 5-year strategic plan.
BeDimensional, an Italy-based company specializing in the production of graphene and other 2D crystals, has announced a raise of €5 million in funding.
The round was led by EUREKA! Venture SGR through the Eureka! Fund I – Technology Transfer, which follows another recent capital increase by CDP Venture Capital SGR (through the Evoluzione fund, led by Mario Scuderi), NovaCapital (a holding company focused on innovative initiatives, headed by Paolo Merloni and led by Carlo Germano Ravina) and Eni Next (Eni’s Corporate Venture Capital company based in Boston, led by Clara Andreoletti).
UK-based graphene developer Haydale announced that it has successfully completed £5 million funding round, selling new ordinary shares. The round included an opportunity to raise a further £1.0 million, which will close next week.
Haydale recently executed a collaboration agreement with PETRONAS Technology Ventures, in an effort to accelerate commercialization of graphene-based formulations in various different industries. The company also announced a £350,000 three-stage project with Cadent to develop graphene ink-based low-power radiator heaters.
Rice University researchers have found a way to harvest hydrogen and graphene from plastic waste using a low-emissions method that could more than pay for itself.
“In this work, we converted waste plastics ⎯ including mixed waste plastics that don’t have to be sorted by type or washed ⎯ into high-yield hydrogen gas and high-value graphene,” said Kevin Wyss, a Rice doctoral alumnus and lead author of the recent study. “If the produced graphene is sold at only 5% of current market value ⎯ a 95% off sale! ⎯ clean hydrogen could be produced for free.”
Graphite One, a mining company planning a complete domestic U.S. supply chain for advanced graphite materials, has announced that it has received a US$4.7 million contract from the U.S. Department of Defense's Defense Logistics Agency ("DLA") to develop a graphite and graphene-based foam fire suppressant as an alternative to incumbent PFAS fire-suppressant materials, as required by U.S. law.
"Graphite One is pleased to begin work on this Defense Logistics Agency project, which responds to the legally-mandated requirement to develop a new alternative to long-standing foam fire suppressants which are known to have toxic impacts on human health and the environment," said Anthony Huston, President and CEO of Graphite One. "This DLA contract underscores the importance of graphite for innovative technology applications beyond the renewable energy markets – an important part of Graphite One's advanced graphite materials strategy."
Black Swan Graphene has announced the results of a scoping study for its large scale Québec facility. Developed in collaboration with Toronto-based engineering firm Halyard, this Scoping Study marks a significant step forward for Black Swan's growth strategy.
The Scoping Study provides an initial evaluation, including processing plant specifications as well as conceptual mechanical, civil, structural, and electrical designs, for its proposed 40,000 square-foot first large-scale production facility, based on the same processing technology currently being used in the facility located in the United Kingdom. The annual production and self-sustaining ramp up of its industry-ready products have been established by taking into consideration customers and distributors' expected demand, as well as strategic partnerships, including the partnerships with Nationwide Engineering Research & Development ("NERD") and the Arup Group ("Arup").
Versarien has reported that its Spanish business has secured funding for a new project, in a boost to the group’s turnaround strategy. The Company said its majority-owned subsidiary, Gnanomat, has been awarded a grant of around €415,000 (around USD$445,660) by a government body.
Gnanomat will use the money to help develop and commercialize a new line of conductive inks based on Versarien's nanomaterials, for use in the production of electronic goods.
Lyten has announced it has raised $200 million as part of its over-subscribed Series B funding round, to scale manufacturing and commercialize its first three product lines: Lithium-Sulfur batteries, lightweight composites, and next generation IoT sensors.
The round is led by Prime Movers Lab, a venture capital firm focused on investments in breakthrough scientific startups and has $1.2B in assets under management. Prime Movers Lab is joined with significant participation from strategic investors and sector leaders Stellantis (previously announced), FedEx Corporation, Honeywell, and Walbridge Aldinger Company. Additional strategic, venture capital and individual investors make up the remainder of the round.