Investing in public graphene stocks

Argo Graphene Solutions Corp. (CSE: ARGO), developer of the STREAM™ graphene production platform, has amended the terms of the non-brokered private placement it announced earlier this month. Under the revised terms, Argo now proposes to issue up to 1,250,000 units at CA$0.80 per unit (about US$0.58), down from the original CA$1.00 per unit, for aggregate gross proceeds of up to CA$1,000,000 (about US$722,600), with an over-allotment option for a further 250,000 units that could bring the total to CA$1,200,000 (about US$867,200). Each unit consists of one common share and one warrant, with each warrant exercisable into an additional share at $1.00 for one year. The offering remains subject to a four-month-and-one-day statutory hold and approval from the Canadian Securities Exchange.

Proceeds are earmarked for securing and developing a facility in the Chicago area, advancing STREAM™ technology and related intellectual property, establishing a graphene refinery, and general working capital. STREAM™, developed at Grapherry, Inc. under the leadership of Dr. Vikas Berry and exclusively licensed to Argo with a contractual path to full ownership, produces both STREAM-G™ graphene and STREAM-O™ graphene oxide from carbon-rich feedstocks.

Today we published a new edition of our Graphene Investment Guide, with all the latest information and financial updates from public graphene companies. This is still a challenging time for many graphene companies - but we are seeing signs of increased activities and improved conditions for quite some time, with several companies that seem to be moving forward and exciting investors with large valuations.

While many graphene companies still struggle to generate meaningful revenues, and we still expect consolidation and liquidation to continue in the next few years, we are also seeing increased investor optimism, and almost all the companies we cover have seen their shares rise in the past year, a very good sign that the industry is recovering.

The Graphene Investment Guide includes:

• An introduction to graphene
• An overview of graphene's most exciting applications
• An analysis of graphene's potential
• Market forecasts from leading analysts
• Detailed descriptions and financials of all public graphene companies
• Over 80 financial reports and company presentations (premium edition only)
• Graphene-Info's own investment thesis and action plan

Any technology-driven investor that wishes to stay current on the most promising new nanotechnology should look into this report. The report includes extensive data and information needed to launch a successful strategic graphene investment portfolio.

KB Element, a South Korean manufacturer of non-oxidized graphene, has closed a Series B funding round of KRW 14 billion (approximately USD $10.1 million). Nine investors took part in the round.

Founded in 2016, KB Element produces non-oxidized graphene using its own atmospheric-pressure plasma process, which reduces the conventional oxidize-and-reduce graphene manufacturing sequence to five stages, lowering production costs and avoiding wastewater generation associated with traditional graphene oxide routes. The company's current capacity reportedly stands at 21 tonnes per year for graphene powder and 2,100 tonnes per year for graphene dispersion.

HydroGraph Clean Power has upsized its previously announced bought-deal public offering to gross proceeds of approximately US$44.1 million (C$61.2 million), up from an initially announced US$36 million (C$50 million), following strong investor demand. 

The offering is expected to close on or about August 25, 2026, subject to customary closing conditions and regulatory approvals, including from the Canadian Securities Exchange. HydroGraph said net proceeds will go toward business development activities, expansion of its American facilities, working capital, and general corporate purposes.

Argo Graphene Solutions, developer of the STREAM™ graphene production platform, has announced a non-brokered private placement of up to $1,000,000, with a $200,000 over-allotment option, to fund the next phase of its graphene refinery buildout. The financing will go toward securing and developing a facility in the Chicago, Illinois area, continuing development of STREAM technology and intellectual property, and general corporate working capital.

STREAM, exclusively licensed from Grapherry, converts carbon-rich feedstocks into graphene and graphene oxide through two pathways, STREAM-G and STREAM-O, reducing reliance on mined natural graphite as a feedstock source. Argo has positioned the platform for applications across energy storage, AI infrastructure, semiconductors, construction, composites, agriculture, and coatings.

Stockholm-based Bright Day Graphene, which produces graphene material from lignin, a residual product of the forest industry, has raised €3 million in an early-stage funding round led by Oji Holdings Corporation, a major Japanese paper and pulp manufacturer. The company will use the capital to scale up its sustainable graphene production for industrial use.

Founded in Sweden in 2017, Bright Day Graphene makes high-performance graphene materials for energy storage and electronics using a proprietary process designed to reduce the environmental impact of manufacturing. The new funding will go toward scaling production capacity, expanding commercial networks across European and Asian markets, and further application testing in energy storage, coatings and advanced electronics.

Solidion Technology (Nasdaq: STI), the advanced battery developer that emerged from the 2024 merger of Global Graphene Group's Honeycomb Battery Technology with Nubia Brand International, has reported its Q2 2026 results, showing a substantially rebuilt balance sheet and a second straight quarter of revenue.

The company closed the quarter with $27.7 million in cash and cash equivalents, against $0.2 million at the end of 2025. Following the completion of its $35 million private placement in June, Solidion said the substantial doubt about its ability to continue as a going concern, previously disclosed, has been alleviated. The company also restructured its August 2024 equity financing, eliminating all Series C and D pre-funded warrants along with the associated derivative liability - a move it says reduces future dilution risk. Long-term investors Madison Bond LLC and Bayside Project LLC converted their entire warrant allocation into common stock and agreed to lock-up restrictions on those shares.

US graphene startup Avadain has closed an oversubscribed $5 million crowdfunding round in just 37 days. The round is the company's fourth successful crowdfunding campaign, bringing its total raised through crowdfunding to $15,847,259, with three of the four rounds oversubscribed.

Avadain develops graphene manufacturing technology and licenses its modular production process to chemical companies and advanced materials manufacturers, with the stated goal of building out nationwide production capacity. Avadain is one of only three companies this year to have raised the full $5 million permitted under US crowdfunding law in any 12-month period. The company previously raised $5 million in 2025 as well, a round that earned it a crowdfunding industry award for the strongest raise of that year.

Archer Materials recently announced that it has successfully completed a AU$7 million (US$4.9 million) capital raise to support and expand its newly signed quantum computing partnership with IonQ. This funding underpins Archer’s strategy to build sovereign quantum services in Australia and complements the technical and strategic aspects of the IonQ agreement.

The AU$7 million was raised via a two‑tranche share placement to institutional and professional investors at AU 0.27 per share, with strong demand from both new and existing shareholders. Archer has also launched a share purchase plan (SPP) targeting up to an additional AU$3 million from eligible shareholders at the same price, bringing the total potential quantum-focused funding package to AU$10 million.

Avadain has increased the cap on its ongoing Regulation Crowdfunding (Reg CF) round to $3.75 million following strong early investor demand, positioning its LTDF graphene as a domestic alternative to critical minerals largely controlled by China.

The Memphis, Tennessee company reported raising $1.7 million on the first day of the round and $2.5 million within two weeks, reaching its original cap. The ceiling was subsequently raised to $3.75 million to accommodate continued interest, reflecting growing investor attention ahead of the expected expiration of a temporary US-China minerals trade truce later this year.