The graphene business appears to be flourishing, a minimum of when wanting on the valuations of public firms. As we reported earlier this yr, graphene stocks have risen nicely towards the end of 2020, and the development continues in 2021 for many firms.

The whole market worth of graphene firms now reaches $1.8 billion USD for the 13 main graphene public firms we monitor. It is very important word that not all this worth is instantly associated to graphene – among the firms produce other actions, primarily graphite mining and provide. However for all these firms, graphene is a significant a part of the enterprise, and a lot of the firms are pure-play graphene firms.

Up to now few months we’ve got seen a number of new IPOs (or SPAC mergers) that elevated the variety of public graphene firms – for instance Australia’s GMG and UK’s Tirupati Graphite.

It’s true that the worldwide markets are having fun with a great interval usually, however that’s not the entire story. Increasingly firms report bigger graphene orders and as graphene adoption is on the rise in significant graphene initiatives, we anticipate firms to report greater revenues and hopefully lastly earnings as properly. We nonetheless assume that there could also be too many graphene firms on the market, and a few market consolidation will most likely happen sooner or later.

Wanting on the firms we monitor, for some 2021 was an excellent yr, whereas others have seen their share worth drop considerably. Not all graphene associated investments fared properly in 2021!

For traders curious about participating within the rising graphene market, we offer a graphene investment guide, which supplies info on main and small-cap public graphene firms buying and selling everywhere in the world. Our report additionally consists of an introduction to graphene, a have a look at present market actions and our personal funding thesis. Click here if you want to learn more about graphene and how to make wise investment choices in this growing industry.