Build up of the graphene materials industry has progressed a bit more slowly than originally expected a decade ago as scientists and engineers peered through their electron microscopes at single atoms of carbon and counted their many attributes. At the time the potential to improve performance in end products like metal alloys and electronics seemed limitless. Unfortunately, reality has not imitated early dreams. Those companies that have brought graphene to the commercial market will attest to the challenges of jumping off the laboratory bench and into a factory.
Even more frustrating is the sourcing of graphene to use in research, product development and production. It is hardly practical to use the scotch tape method used by Andre Greim and Konstantin Novoselov, the Nobel Prizing winning scientists who originally isolated graphene. There are more scalable processes such as liquid phase exfoliation that strips one-atom thick sheets off graphite blocks.
In this and the next three posts we look at the production of graphene materials that have successfully scaled production. Which seem capable of extracting value from the upstream end of the supply chain?
|SELECTED GRAPHENE PRODUCERS|
|Company Name||SYM||Price||Mkt Cap||Revenue|
|ACS Material, LLC||Private||na||na||na|
|Advanced Graphene Products||Private||na||na||na|
|Applied Graphene Materials||AGM: LSE||$39.84||$19.7M||$100.7K|
|Global Graphene Group||Private||na||na||na|
|Graphene 3D Lab, Inc.||GGG: TSX-V||$0.05||$4.1M||$671K|
|NanoXPlore, Inc.||GRA: TSX-V||$0.93||$103.4M||$23.5M|
|Thomas Swan & Co., Inc.||Private||na||na||na|
|Versarien, Plc.||VRS: LSE||$164.96||$253.4M||$12.9M|
|XG Sciences, Inc.||Private||na||na||na|
|Xiamen Knano Graphene Tech.||Private||na||na||na|
In the next series we look at these hybrid graphene companies.
Neither the author of the Small Cap Strategist web log, Crystal Equity Research nor its affiliates have a beneficial interest in the companies mentioned herein.
This article was first published on the Small Cap Strategist weblog on 4/5/19 as part of the post “Graphene Up Stream.”