Investing in public graphene stocks
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.
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.
Further reading:
Black Swan Graphene to complete the acquisition of injection molding specialist Falpaco
Black Swan Graphene has announced that it has completed the acquisition of Falpaco Rubber and Plastic Inc. ("Falpaco"), a Québec-based manufacturer specializing in the custom molding of plastic and rubber components, for total consideration of CA$12.7 million (around US$9.2 million).
The Acquisition represents a key step in Black Swan's strategy to accelerate the commercialization of graphene products by vertically integrating downstream manufacturing capabilities and moving closer to end customers. By combining Black Swan's proprietary graphene materials and formulation expertise with Falpaco's injection molding know-how, customer relationships, and industrial scale, the Company believes it is uniquely positioned to shorten development cycles and transition more rapidly from product validation to commercial adoption.
Directa Plus provides update on trading halt and restructuring
Italy-based Directa Plus has announced a significant organizational update as it enters a period of financial and operational uncertainty. Trading of the company’s shares on AIM has been suspended while it works to clarify its funding position and assess next steps.
The company has been seeking new funding arrangements to extend its limited cash runway, and has warned that, without securing additional backing, it may ultimately have to move towards administration. In parallel, Directa Plus will work with corporate restructuring advisers to protect stakeholders’ interests and support an orderly process.
EU approves €211 million funding for graphene chip technology project in Italy
The European Commission has approved a €211 million Italian state aid grant for CamGraPhIC to develop photonic optical transceivers based on graphene.
The EU statement stated that the technology can be used across sectors including automotive, telecommunications, aerospace and defense. The project will be carried out in Pisa in Tuscany and in Bergamo in Lombardy. The work will involve collaborations with universities and research and technology organizations.
Haydale signs multi-year exclusive framework agreement with Wave Utilities through its SMCC subsidiary
Haydale Graphene has announced that its SaveMoneyCutCarbon platform has expanded its partnership with Wave Utilities into an exclusive multi-year framework expected to deliver at least £1 million in recurring annual revenue.
The agreement makes SaveMoneyCutCarbon Wave’s exclusive external delivery partner for water-efficiency audits and gives it right of first refusal on funded water-efficiency projects. Haydale said the deal embeds the business in Wave’s national rollout and builds on an existing three-year schools program that began in 2025.
NanoXplore outlines growth and commercialization momentum
NanoXplore has shared an optimistic update with shareholders, as President and CEO Rocco Marinaccio marked his first 120 days in the role. Marinaccio emphasized the company’s strengthening fundamentals, significant commercial traction, and accelerating path toward large‑scale graphene adoption.
Over the past four months, NanoXplore has secured new agreements with Club Car, Volvo Trucks, and Chevron Phillips Chemical (CPC) - partnerships that highlight the widening scope of graphene-enhanced materials across transportation, recreational mobility, and energy sectors.
- Club Car partnership: Marks NanoXplore’s entry into the recreational vehicle market, supported by a new manufacturing facility in Statesville, North Carolina.
- Volvo Trucks: An additional CA$10 million (around US$7.2 million) award brings NanoXplore’s near-term revenue pipeline to about $50 million.
- Chevron Phillips Chemical (CPC): A multi-year deal for NanoXplore’s Tribograf™ graphene powder for oil and gas applications. With an estimated market potential of 70,000 wells annually (averaging 2 tonnes of powder per well), this collaboration could open large commercial pathways for graphene use in drilling fluids and wear reduction.
Graphene-Info releases a new edition of its Graphene Investment Guide
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.
Black Swan to acquire molding company Falpaco
Black Swan Graphene has announced plans to acquire Quebec injection molding company Falpaco Rubber and Plastics Inc. for CAD$12.6 million (around USD$9.2 million) to vertically integrate production of graphene-enhanced rubber and plastic parts.
The deal represents “a key step in Black Swan's strategy to accelerate the commercialization of graphene products,” according to the statement. Black Swan plans to vertically integrate downstream manufacturing capabilities and move closer to end customers by combining its graphene materials and expertise with Falpaco’s injection molding and market base. The combination could shorten development cycles and accelerate the transition from product validation to commercial adoption, Black Swan said.
Sea Further secures EU research grant
Monaco-based startup Sea Further has announced it has been selected for funding under Horizon Europe, the European Union’s principal research and innovation programme. Sea Further, founded by Valentino Iakimov and supported by MonacoTech since its early stages, was chosen from several hundred applicants across EU member states for an industrialization project backed by the European Institute of Innovation and Technology.
The company develops bio-optimized carbon derived from a patented biological process, including graphene modified by marine micro-organisms. The technology improves the performance of hydrogen fuel cells, batteries and energy storage and conversion systems, while significantly reducing dependence on rare earth metals.
GMG allocates capital for completion of new graphene manufacturing plant
Graphene Manufacturing Group ("GMG") has announced its Board of Directors has approved the investment of an additional AU$1.4 million (around US$993,000), which is expected to complete the construction of the Company's Gen 2.0 Graphene Manufacturing Technology plant capable of producing 10 tons of graphene per annum. The total capital cost for the Gen 2.0 Plant is an estimated AU$2.3 million.
The Company's Board is reportedly happy with progress to date and is confident that the Gen 2.0 Plant project is on track to meet its original budget and expectation to be online by the middle of 2026. The early work and procurement of the long lead items is substantially complete, and engineering and design has commenced.
Divea secures FIT funding to promote graphene-based carbon capture membranes
The Foundation for Innovation and Technology (FIT) has granted new financing to three start-ups in Western Switzerland, supporting innovations in renewable energy, food safety and industrial decarbonization.
Among the three startups is Divea, which secured a CHF 100,000 (over US$129,000) Tech Seed loan to industrialize its graphene-based carbon capture membranes. Designed for sectors such as cement, steel and chemicals, the filters selectively capture CO₂ directly from industrial exhaust streams. The support will help Divea to move from laboratory-scale production toward continuous industrial manufacturing.