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 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).
Interested in graphene investing? our graphene investment guide includes detailed information on over a dozen public graphene companies.
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The latest graphene stocks investing and financials news:
Australia-based battery case developer Vaulta has been awarded a Federal Government grant to commercialize its battery casings for the electric vehicle market.
Vaulta received a grant of AUD$297,500 (around USD$219,000) from the Federal Government’s Accelerating Commercialization grants program to commercialize its low-cost and light-weight graphene-enhanced battery modules.
Graphene producer NanoXplore announced that the Corporation's common shares are starting to trade on the Toronto Stock Exchange (TSX). The shares will delist from the TSX Venture Exchange. The ticker symbol will remain GRA. This stock graduation will hopefully mean further exposure and and enhanced profile for NanoXplore.
NanoXplore recently announced announced a joint venture with its partner Martinrea International called VoltaXplore Inc., formed to develop electric vehicle (EV) batteries enhanced with graphene. Last month NanoXplore announced that it has entered into a multiyear agreement to supply GrapheneBlack grade of products to Techmer PM, a large U.S-based plastic compounder specializing in modifying and fine-tuning the properties of technical polymers.
Skeleton Technologies recently announced the closing of a further €29 Million in its Series D round of funding. With this development, the total funding in Round D now amounts to €70.4 Million – including the €41.3 Million announced in November 2020.
This round follows the company’s €51 Milion funding by Germany’s Federal Ministry for Economic Affairs and Energy (BMWi) and the Free State of Saxony, announced in March 2021.
Frontier IP Group subscribed to £842,810 of loan notes from portfolio company CamGraPhIC as part of a £1.5 million loan designed to help accelerate growth of CamGraPhIC, spun out of the University of Cambridge to develop graphene-based photonics for high-speed data and telecommunications.
CamGraphIC says it is currently working with partners to fabricate proof-of-concept sample devices.
The graphene industry seems to be flourishing, at least when looking at the valuations of public companies. As we reported earlier this year, graphene stocks have risen nicely towards the end of 2020, and the trend continues in 2021 for most companies.
The total market value of graphene companies now reaches $1.8 billion USD for the 13 leading graphene public companies we track. It is important to note that not all this value is directly related to graphene - some of the companies have other activities, mainly graphite mining and supply. But for all these companies, graphene is a major part of the business, and most of the companies are pure-play graphene companies.