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.
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 stocks investing and financials news:
HydroGraph Clean Power has announced that it has closed the second tranche of its non-brokered private placement for aggregate gross proceeds of C$962,600 (about USD$712,200).
HydroGraph intends to use the proceeds for application development, business development and general working capital purposes. The Company looks forward to closing the final tranche of the offering by the end of February and is confident the aggregate proceeds will exceed the CAD$2,000,000 (around USD$1,479,000) target.
Last year, Global Graphene Group (G3) announced plans for its subsidiary, Honeycomb Battery, to merge with a SPAC company (Nubia Brand International Corp.) in a deal worth $925 million. Earlier this month, it was announced that this business combination was completed.
Upon the completion of the business combination, the combined company was renamed Solidion Technology. Beginning on Monday, February 5, 2024, Solidion’s common stock was expected to begin trading on the NASDAQ Global Market under the new ticker symbol “STI.”
According to a recent press release, Rimere, a company specializing in climate solutions, has closed a $10 million strategic investment from Clean Energy Fuels Corp., aimed at advancing the development and field testing of its proprietary plasma technology. This technology is designed to reduce emissions from natural gas infrastructure and facilitate the production of clean hydrogen and graphene.
The investment will accelerate the deployment of Rimere’s two devices, the Reformer and the Mitigator. The Reformer employs a sequential hybrid plasma process to convert natural gas into hydrogen and high-quality graphene, a process that remarkably does not produce CO2 emissions. In particular, when renewable natural gas is utilized, the hydrogen generated can achieve a negative carbon intensity rating.
Canada-based Evercloak, that aims to turn the theoretical potential of membrane-based dehumidification into a viable commercial option with its method of manufacturing graphene composite membranes at scale, has announced that it has raised CAD$2 Million (around USD$1,475,000) in an oversubscribed seed round of investment, driven by interest in its HVAC technology.
By reducing the amount of electricity required to dehumidify air — the most energy-intensive part of cooling — Evercloak’s membrane-based solution can cut the energy demands of air conditioning in half.
Today we published a new edition of our Graphene Investment Guide, with all the latest information and financial updates from public graphene companies. The recent year has been very challenging for many graphene companies - and also for graphene investors. Almost all the 23 public graphene companies we track show their share price decline in the previous year.
It is a time of consolidation in the industry - and investors should be careful when looking at early stage graphene companies. Most graphene companies struggle to generate meaningful revenues, and we expect consolidation and liquidation to continue,.
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.
Directa Plus says that it has made strong progress in 2023, as it secured new contracts across key geographies and in all verticals, including a €5.5 million three-year deal with Liberty Galati.
Lyten has announced it has secured a $4 million grant from the U.S. Department of Energy (DoE) to accelerate the manufacturing of its advanced lithium-sulfur battery technology. This grant (awarded by the DoE’s Energy Efficiency and Renewable Energy / Vehicle Technologies Office) specifically targets lithium-sulfur technologies that can alleviate offshore supply chain risk for EV batteries and increase EV driving range.
Lithium-sulfur is a chemistry known for decades to potentially hold 2 to 3 times the energy density of lithium-ion but was not envisioned to come into the market until the 2030s due to material science challenges. Lyten set out to accelerate this timeline by using its 3D Graphene material to develop a sulfur-graphene composite cathode. In June 2023, Lyten opened a semi-automated lithium-sulfur pilot line producing pouch and cylindrical cells on its 145,000-square-foot campus in Silicon Valley and will begin to deliver non-EV cells commercially in 2024.
University of Massachusetts Amherst researchers have received an award to develop a graphene-based sweat monitor tattoos that can be applied to the skin just like a temporary tattoo and assess the molecules present, such as cortisol. The tattoos will aim to give users better insight into their health and serve as a tool for researchers to discover new early indications of diseases.
“There are a lot of vital biomolecules that are present in sweat that we need to measure to really understand overall human performance and correlation to different diseases,” says research lead and assistant professor of biomedical engineering, Dmitry Kireev.
NanoXplore has announced that it has increased the production capacity of its St-Clotilde, Quebec plant to meet an existing customer’s need for increased graphene-enhanced SMC parts in an active program.
This capacity expansion, which is part of its 5-year strategic plan and related to the SMC lightweighting initiative, begins immediately. This expansion, in two phases, will contribute $2 Million in incremental revenues during calendar 2024 and once fully scaled-up, is expected to contribute $8 Million to $10 Million annually beginning in 2025.
G6 Materials Corporation has announced its financial results for the latest quarter, that ended on December 31, 2023. Revenues for the quarter were $298,022 down from $490,526 last year, while net loss was $436,954, a significant improvement to the net loss of $911,886 reported for the same three-month period last year, as the Company continued with reduced expenditures to preserve cash.
The company is now focused on improving its working capital position by increasing sales of its new epoxy product line and its Breathe+ Pro Advanced Antimicrobial Graphene Air Filtration System. G6 is also focused on evolving its strategic partnership with Singapore-based MADE Advanced Materials.