Investing in public graphene stocks - Page 3

In a recent shareholders letter, HydroGraph summarized its progress, company activity and plans as it enters Fiscal Year 2026.

HydroGraph reported on making significant progress in Fiscal 2025 across science, engineering, production, and sales to prepare for commercial sales of its 99.8% pure carbon fractal graphene products. The commercial sales pipeline includes over 65 projects spanning medical devices to large-scale markets like composites and coatings, with ongoing efforts to commercialize at scale.

Plaid Technologies has announced that it has closed the first tranche of a non-brokered private placement for gross proceeds of CA$851,000 (around US$608,000).

The net proceeds will be used to extend the runway for developing the Company’s technology, sales and marketing (of the Company’s product), and the potential purchase of additional graphene inventory.

Zentek has announced that it has closed a non-brokered private placement of units for gross proceeds of CA$2,479,227 (around US$1.8 million).

Proceeds of the Offering will be used for general and administrative corporate purposes.

Plaid Technologies has announced that it intends to complete a non-brokered private placement for gross proceeds of up to CA$1,000,000 (around US$713,000). 

The net proceeds will supplement the use of funds previously disclosed in the Company’s Listing Statement. The above table outlines the amounts originally allocated in the Listing Statement and the additional allocations from the Private Placement, assuming the maximum gross proceeds of $1,000,000 are raised.

NanoXplore has announced that it has received a contribution of up to CA$2.75 million (around US$1,920,000) from the Government of Canada under the Energy Innovation Program (EIP). This support will help advance the development of ultra high-power cylindrical format lithium-ion cells for defense and power tools.

The announcement was made by Canada's Minister of Energy and Natural Resources, as part of a broader investment supporting eight projects across the country. These projects are designed to accelerate battery innovation and expand domestic production capacity, positioning Canada as a global player in the clean energy transition.

We have recently published a new edition of our Graphene Investment Guide, and looking at recent changes in the stock price of public companies, a clear picture arises - most of these companies have fared very well recently, with one company surging over 1,600%.

We believe that this reflects the overall sentiment in the graphene industry and market - there is renewed interest in graphene materials, and new projects and applications are entering the market. Following many years of intensive R&D but not much success in the market, we believe that the new range of graphene solutions will have a bright future. Of course, in the past year public companies fared well over all industries, so this should also be taken into account.

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.

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.

NanoXplore has released its financial results for the year ending June 30, 2025. The company experienced a drop in revenues compared to the previous year, with both quarterly and annual totals slightly down. Despite this, NanoXplore managed to maintain stable profitability at the operational level, as reflected in steady adjusted EBITDA and improved profit margins. The company also reduced its long-term debt and maintained a solid liquidity position.

For the fourth quarter, NanoXplore generated approximately C$31.7 million (over US$23 million) in revenue, down from C$38.1 million (almost US$28 million) the previous year, and ended the period with a loss just over C$2.3 million (US$1.6 million) - slightly less than the prior year. Annual revenues were about C$128.9 million (US$94 million), with a yearly loss of C$9.7 million (US$7 million), marking a reduction from the previous year's C$11.7 million (US$8.5 milion) loss. 

Global Graphene Group, a 10% owner of Solidion Technology, recently sold part of its Solidion shares but continues to maintain a significant stake of more than 1.3 million shares.

Solidion Technology is an advanced battery technology company that aims to address the issue of battery materials supply shortage, driven by anticipated soaring demand for electric vehicle (EV) and energy storage systems (ESS) battery capacities. Solidion was born out of the merger between Honeycomb Battery Technology (owned by Global Graphene Group – G3) and Nubia Brand International in early 2024. Solidion began trading on NASDAQ (ticker symbol “STI”) on February 5, 2024.

Versarien has reported it has received multiple offers for its accelerated sale of intellectual property and shareholdings, including its pioneering graphene-related assets through Gnanomat SL and Total Carbide Ltd. The company emphasized that no outcome is guaranteed until legal agreements are finalized.

To extend its limited cash runway—currently forecast, but not assured, to last until the end of September 2025—Versarien continues to take measures to conserve resources.