The graphene industry is still in its infancy, and it can be tough to get a handle on graphene investment. Here’s a look at a few publicy traded stocks in the space.
Many people are interested in graphene investment. But with the industry still in its infancy, putting money into the space can be a risky endeavor. After all, who’s to say which companies will go on to be successful and which will fall by the wayside?
The so-called “wonder material” has many exciting characteristics, but in some ways that’s a double-edged sword. Because graphene has the potential to spur advances in a variety of sectors — from transport to medicine to electronics — it’s easy for companies to exaggerate their activities. Indeed, the UK’s Financial Conduct Authority has warned in the past of scams concerning graphene.
Graphene investment can also be tough simply because so many companies that focus on the material are private. While such companies may ultimately become public via an IPO or other means, there’s no guarantee of that happening.
With that in mind, here’s a look at some of the publicly traded graphene companies currently on the market, plus a few private graphene companies where it’s possible for investors to gain a toehold. For investors looking to get in on the excitement of graphene investment, these may be good options.
Companies are listed in alphabetical order, and data was accurate at the time of publication. If we missed a graphene company you think should be on this list, please let us know in the comments.
1. Applied Graphene Materials (LSE:AGM)
Market cap: GBP 19.72 million
Applied Graphene Materials has developed a proprietary “bottom-up” process for producing high-specification graphene. The company’s belief is that graphene’s value “lies in its ability to transfer its intrinsic properties into other materials” — in other words, it’s interested in the graphene’s potential to enhance the characteristics of other materials.
The company offers graphene powder, and is also able to disperse graphene powder across a range of matrixes. Applied Graphene received a Nobel Prize in 2010, and launched graphene prosthetics in 2017. That same year, Puraglobe used the company’s graphene in a new product called Graphenics.
2. China Carbon Graphite Group (OTCMKTS:CHGI)
Market cap: US$1.23 million
Headquartered in Shanghai, China Carbon Graphite Group manufactures and distributes graphite products and graphene-related products through its subsidiary, Royal Elite New Energy Science & Technology (Shanghai). It says it has been a key player in the Chinese graphite industry since 1986.
Among other products, the company sells graphite electrodes, graphite bipolar plates and graphite oxide. In terms of graphene, it’s able to produce high-quality, stable graphene oxide dispersion that can be stored for several months.
3. Elcora Advanced Materials (TSXV:ERA)
Market cap: C$17.73 million
Elcora Advanced Materials bills itself as a vertically integrated graphite and graphene company, and says it has developed a cost-effective process that produces graphene without using acids or oxides that are non-functionalized. A subsidiary of Elcora operates a graphene facility in Canada that is dedicated to graphene production and application developments.
4. First Graphene (ASX:FGR)
Market cap: AU$70.67 million
First Graphene is an advanced materials company that’s looking to position itself in the lowest-cost quartile of global graphene suppliers. The company says it has developed an environmentally sound method of converting ultra-high-grade graphite into the lowest-cost, highest-quality graphene in bulk quantities. It is working with three Australian universities on developing graphene products and associated intellectual property, and ultimately plans to be a vertically integrated graphene producer.
Market cap: C$13.94 million (Focus Graphite)
As mentioned, many companies focused on graphene are private, and Grafoid is one of them. However, Focus Graphite’s (TSXV:FMS) close relationship with Grafoid (it’s the company’s largest single shareholder) means that Focus investors have exposure to Grafoid. The company is therefore an option to consider for those looking for graphene investment.
Grafoid is a graphene research, development and investment company that invests in, manages and develops markets for processes that produce economically scalable graphene.
Its key product is its high-purity, economically scalable MesoGraf™ graphene, which is created via a unique proprietary process. The company prides itself on this process, which it says is much more environmentally friendly than current methods for producing graphene. Grafoid’s hope is that MesoGraf™ may eventually eliminate current graphene cost issues.
6. Graphene 3D Lab (TSXV:GGG)
Market cap: C$10.28 million
Graphene 3D Lab is focused on developing and commercializing technologies that improve the capabilities of 3D printing. To that end, it’s created a product called Conductive Graphene Filament; it’s sold at the company’s online store, and gives users the ability to 3D print circuitry and sensors for electronic applications. Lomiko Metals (TSXV:LMR), through its subsidiary Lomiko Technologies, has a 10.43-percent stake in Graphene 3D Lab.
Long term, Graphene 3D Lab plans to offer next-generation functional materials for 3D printing, thereby “enabling the printing of entire operational devices in a one-step, fully-computerized process.” Ultimately it hopes to see 3D printing move from being a niche technology to being key to manufacturing.
7. Graphene Nanochem (OTCMKTS:GRPEF)
Market cap: US$14.12 million
Graphene Nanochem is a performance nanochemicals and advanced materials company that designs, formulates and markets a number of graphene-enhanced applications.
The company’s commercial platforms include Advanced Chemicals and Advanced Materials — the latter focuses on the application of graphene nanomaterials for industrial use. Graphene Nanochem hasn’t released any financial year-end reports since 2015.
8. Group NanoXplore
Market cap: C$159.02 million (Mason Graphite)
Group NanoXplore is another private graphene company. However, investors can get exposure to it via Mason Graphite (TSXV:LLG), which founded the company in 2014 and has a 32.5-percent stake in it. In fact, a Nanalyze article describes the relationship as similar to that of Lomiko and Graphene 3D Lab.
On its website, NanoXplore highlights the quality of its graphene, noting that it’s able to produce high volumes of the material at affordable prices due to its “unique production process.” That process is reportedly “environmentally friendly and compatible with a wide range of manufacturing processes and government regulations.”
The company offers different products, from its GrapheneBlack graphene powder to injection-molded plastics to electric vehicle batteries. The Nanalyze article states that ultimately the company’s goal may be to create spin offs to develop products using its graphene.
9. Haydale Graphene Industries (LSE:HAYD)
Market cap: GBP 12.57 million
Haydale Graphene Industries is the holding company for both Haydale and Haydale Composite Solutions. The former has developed a patented proprietary scalable plasma process that’s aimed at functionalizing graphene and other nanomaterials. Using the technology, Haydale is able to supply tailored solutions to both raw materials suppliers and product manufacturers.
Meanwhile, the latter is focused on the design, development and commercialization of advanced polymer composite materials. Haydale Composite Solutions takes care of the entire development cycle, from applied research to setting up manufacturing plants.
10. Saint Jean Carbon (TSXV:SJL)
Market cap: C$2.5 million
The firm has also turned its attention towards graphene. For example, in June 2017 the company announced it had completed a graphene full-cell lithium-ion battery as part of its goal of creating high-performance graphene batteries. In January 2018, Saint Jean completed a research and development facility in Ontario. The facility is able to process raw materials through to anode materials, and produce “graphene for use in fabric inks, wearable technologies, safety, [and] health care.”
11. Versarien (LSE:VRS)
Market cap: GBP 181.12 million
Versarien uses proprietary materials technology to create engineering solutions capable of having a game-changing impact on a broad variety of industry sectors. The company says one of its most significant accomplishments is “the progress [it has] made in commercialising the production of graphene, having moved out of the laboratory into a scalable production facility.”
12. XG Sciences
Market cap: US$23.86 billion (POSCO)
Privately owned XG Sciences manufactures and sells xGnP® Graphene Nanoplatelets, which it says “feature the beneficial properties of graphite or graphene … as well as those derived from its unique size and shape.” As a result, the nanoplatelets are ideal for a number of applications, including printed electronics. Click here for an overview of the company’s product offerings.
POSCO (NYSE:PKX), a multinational steelmaker based in South Korea, holds a significant stake in XG Sciences, and thus offers a way for those interested in graphene investment to get a foot in the door.
Private graphene companies
The graphene stocks listed above are by no means the only graphene-focused companies out there, especially in terms of the private space. Investors interested in graphene investment would do well to keep an eye on these private companies: 2D Carbon Tech, ACS Material, Advanced Graphene Products, Anderlab Materials, Graphene Platform and Graphenea.
Are you interested in graphene investment? Do you believe it’s on the verge of accelerating in the marketplace, or will it be a few more years?
This is an updated version of an article originally published by the Investing News Network in 2015.
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Securities Disclosure: I, Amanda Kay, hold no direct investment interest in any company mentioned in this article.
Editorial Disclosure: Focus Graphite, Grafoid and Lomiko Metals are clients of the Investing News Network. This article is not paid-for content.