Investing in public graphene stocks

Haydale Graphene has reportedly announced that it has initiated a corporate insolvency process for its US subsidiary Haydale Ceramic Technologies (HCT) under chapter 11 of the US Bankruptcy Code. The company said it had filed the necessary documents in the state of Georgia, with a court hearing expected in the coming days to formalize the proceedings.

As part of the process, Haydale said it planned to sell HCT's assets through a court-supervised public auction, as it said it saw that as the best route to maximize asset value and recover cash for the parent company, which has a £12.8 million intercompany debtor balance tied to its US operations. While several third-party firms had expressed interest in acquiring HCT's assets, there was no guarantee of financial recovery.

NanoXplore has reported its financial results for the three-month and six-month periods ended December 31, 2024, citing total revenues of CAD$33,120,886  (around USD$23,165,000) in Q2-2025 compared to $29,063,024 (around USD$20,300,000) in Q2-2024, representing a 14% increase. 

Loss stood at CAD$2,894,922 (about USD$2,000,000) in Q2-2025 compared to $2,428,388 (about USD$1,700,000) in Q2-2024 and total long-term debt of $5,452,604 (almost USD$3,800,000) at December 31, 2024, down by $893,899 (USD$625,000) compared to June 30, 2024.

Paragraf, the UK-based company pioneering the mass production of graphene-based electronics with standard semiconductor processes, has been awarded a grant of £419,419 (around USD$520,000) from Innovate UK for the purpose of producing a proof-of-concept prototype of a novel semiconductor memory technology using a new class of ferroelectric materials complemented with graphene on a silicon platform.

The joint grant will also see Prof. Judith Driscoll’s research group at the University of Cambridge’s Department of Materials Science and Metallurgy receive £299,198 to develop processes for depositing ferroelectric materials on top of Paragraf’s transfer-free graphene in order to produce novel memory devices, including a graphene-ferroelectric field effect transistor (G-FeFET). This is expected to lead to power savings of an order of magnitude relative to existing memory device technology, which is key to saving power in data centres and consumer devices to support the AI revolution.

Black Swan Graphene has announced a non-brokered private placement of units for gross aggregate proceeds of CAD$6,000,000 (around US$4,177,000). 

The Company intends to use the net proceeds for the acquisition and installation of additional plant associated equipment to increase production capacity in Consett, United Kingdom; hiring of additional direct sales and operations staff; expanding distribution channels; and for general corporate purposes. The Company's Board of Directors considered the Consolidation necessary to attract new investment and also to align with the Company's growing reputation and provide greater credibility when potential customers inevitably assess its market presence and stability.

India-based battery technology company, Dreamfly Innovations, has raised US$1.4 million in its seed funding round led by Avaana Capital, with participation from Sunicon Ventures and other existing investors.

Founded in 2022, Dreamfly is developing fire-resistant thermal batteries and sustainable, high-performance graphene-based solutions. The company focuses on high-performance batteries for drones, aviation, and aerospace, with clients including Tata Advanced Systems Ltd., Larsen & Toubro, General Aeronautics, and Neosky India Ltd.

In November 2024, Australia-based Adisyn acquired Israel-based 2D Generation,which specializes in graphene-based solutions for semiconductors. Today the company which is trading in the Australian stock exchange, announced that it has completed a heavily oversubscribed $10 million AUD placement (about $6.3 million USD).

Adisyn says that the new funds will used to used to accelerate the development of its graphene-enhanced semiconductor technologies.

Mason Resources has announced that it has closed a non-brokered private placement financing of units of the Company for gross proceeds of CAD$1,400,000 (around USD$976,000). Mason Reseources is the largest shareholder of Black Swan Graphene. 

The Company stated that Mr. Fahad Al Tamimi, Chairman of the Board of Directors, took part in this financing which resulted in an increase in his ownership stake to approximately 19.2% on a partially diluted basis. The net proceeds of the Offering shall be used for general corporate and working capital purposes. 

The University of Birmingham and Paragraf, a UK-based company focused on graphene electronics, are eorking together to scale graphene production and explore its application in quantum computing. Supported by two awards totaling £3.4 million (approximately $4.2 million)–£1.4 million from Innovate UK and £2m UKRI Future Leaders Fellowship–the partnership intends to address key challenges in graphene manufacturing as well as explore its potential as a material for quantum technologies.

Graphene magnetic sensors, a focal point of this collaboration, operate with high precision at ultra-low temperatures. Such sensors could support quantum computing through precise magnetic shielding and control required for qubit stability and operation. But, the cryogenic behavior of practical graphene devices requires further systematic exploration before such an innovation could exist.

Clean TeQ Water has announced it has received the Commonwealth Simple Grant under the BRII: Renewables and Low Emissions Round – Feasibility program. This grant, facilitated by the Department of Industry, Science, and Resources, provides AU$80,000 (around USD$630,000) to support Clean TeQ Water’s innovative efforts to revolutionize drinking water treatment for remote communities. The grant will fund a feasibility study to assess the potential of NematiQ Graphene Membranes as a solution for drinking water treatment.

The project, “Graphene Membranes: Revolutionizing Drinking Water for Remote Communities”, will explore the efficiency, cost-effectiveness, and sustainability of the Graphene Membrane technology. It aims to improve water quality in underserved and remote areas, demonstrate the scalability and environmental benefits of Graphene Membranes, and lay the groundwork for a potential proof-of-concept phase, where up to AU$1M of funding for real-world field trials and pilot implementation is expected to be available for the projects deemed most feasible.

Haydale Graphene Industries has announced that it has completed a comprehensive business review and unveiled a strategy aimed at achieving near-term profitability while focusing on high-growth opportunities. Haydale said the review, initiated by a reconstituted board following the company's £3.1m funding raise in October, identified key areas for improvement, operational streamlining, and resource reallocation.

Haydale has reportedly decided to focus on two core business lines - heating ink-based energy efficiency products, and carbon capture technology.