The Dilemma Of Graphene Investing

Alex Koyfman

Written By Alex Koyfman

Posted May 18, 2024

Graphene investing today closely resembles what I imagine oil investing to have been in the late 19th century. 

A wide spectrum of companies are entering the space, from small, super-focused operations to large, well-diversified corporations looking for a foothold in a new and rapidly growing industry.

Graphene is now, like oil was back then, a substance destined to revolutionize the way we live our lives. 

Both are carbon-based and can be implemented in a long list of applications.

Both have opened the door to secondary revolutions in materials science.

Both went through booms, then post-bubble depressive periods, then mainstream adoption.

When it comes to graphene investing, the same dilemmas which troubled the Gilded Age capitalists are today making life difficult for retail investors like you and me. 

Graphene Investing In The Post Graphene Hype World

You’ve been reading about it for months if not years. You’ve probably heard that advancements in production technology has dropped overhead by orders of magnitude. 

You’ve most likely even seen charts like this one, tracking and forecasting the size of the industry. 

graphene chart

You acknowledge that all the telltale signs of an emerging sector are in place.

Major multinational firms including Panasonic, Dow Chemical, BASF and DuPont are all either developing or are already producing graphene-augmented products.

Sprays, coatings, bicycle frames, even home power storage systems — all of these things are already creeping into the market. 

You can even get raw graphene nanoplatlets by the pound on Amazon, as soon as tomorrow. 

graphene

You see all this, and at the same time recognize that the average retail investor is sleepwalking right through this emerging market because graphene mania came and went years ago. 

Graphene Investing Rule #1: Don’t Blow Your Chances Playing It Safe

But how do you make it work for you?

Well, as mentioned above, the big tech firms all have their fingers in it one way or another, and buying some stock in any of those companies I listed is probably a safe bet. 

The problem with safe bets like this is that the very safety which attracts investors also dilutes upside potential to the point where you’re basically missing the bus. 

To those observant enough to see it coming, and those bold enough to put their money where their mouths are, the only way to go is a graphene pureplay. 

There are a number trading on the public exchanges right now. 

First Graphene (OTC:FGPHF) is an excellent example. Its business is cheap, large-scale graphene production for the manufacture of inks, coatings, textiles, and electrode materials. 

The company claims to be the world’s #1 producer of high quality graphene, which is a substantial claim given its current market cap of $26M.

Another, NanoXplore Inc, (OTC:NNXPF) specializes in graphene additives for a wide spectrum of applications including automotive and commercial construction materials. 

This is one of the biggest Graphene-focused public companies out there, with a market cap exceeding $300M. 

I know what some of you may be thinking…

Coatings and additives? For a nanostructure that’s said to be 200 times stronger than steel, these products don’t exactly sound revolutionary… but that’s also how you know that graphene is no longer the stuff of science fiction. 

Still, there are exciting technologies already appearing that do showcase just how exotic this material is. 

Will Graphene Batteries Threaten the $85B/Year Lithium Ion Business?

There’s an Australian company that produces Graphene in house for two primary product lines. 

The first is thermal coating — I know. Boring. 

But the second is a 100% lithium free graphene-based rechargeable battery which can be charged at up to 70 times the speed of your typical lithium ion cell.

That’s on top of having 2-3 times the charge capacity and 2-3 times the cycle life. 

Just imagine, charging your EV in less time than it takes you to fill up at the pump, and driving all month before having to charge again. 

On top of that, these batteries are super reliable, completely fireproof, and will continue functioning after taking damage that would destroy any lithium-ion battery. 

And to answer your next question: No, this isn’t just some very optimistic research project.

Coin and pouch format batteries are already in advanced testing at this company’s Brisbane facility, with commercialization possible for next year. 

If they do what the data suggests, just imagine what could happen to the lithium-ion battery market, which is predicted to be worth a quarter trillion per year by the end of the decade.

Want to learn more about it?

Check out my video presentation for all the pertinent info.

Fortune favors the bold,

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Alex Koyfman

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His flagship service, Microcap Insider, provides market-beating insights into some of the fastest moving, highest profit-potential companies available for public trading on the U.S. and Canadian exchanges. With more than 5 years of track record to back it up, Microcap Insider is the choice for the growth-minded investor. Alex contributes his thoughts and insights regularly to Energy and Capital. To learn more about Alex, click here.

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