Sector / Industry: Technology/Graphene
HydroGraph Clean Power Inc
CSE: HG/ OTCQB: HGCPF / FSE: M98
Commercializing a Low-Cost Technology For Producing High-Purity Graphene – Initiating Coverage
Highlights
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- Formed in 2017, and operating out of Kansas, HG is commercializing a patented technology (Hyperion), capable of producing high-purity graphene in large-scale. The company went public through an IPO in 2021.
- Discovered in 2014, graphene is the thinnest/lightest/strongest material known. It is five times lighter than aluminium, and 200 times stronger than steel, and harder than diamond. Graphene has a wide range of applications in sectors such as energy, transportation, aerospace, electronics, lubricants, coating, and specialty chemicals. Grand View Research estimates the global graphene market could grow from $176M in 2022, to $3.8B by 2030, reflecting a CAGR of 47%.
- Key advantages of HG’s Hyperion system vs other graphene production technologies are relatively low COGS (direct expenses)/CAPEX, and ability to produce consistent/uniform high- purity graphene in large-scale. Unlike several existing technologies, Hyperion does not use graphite to produce graphene, but relies on readily available gases (oxygen and acetylene) as inputs.
- Third-party tests have confirmed that HG can produce high-purity graphene consistently. HG is the only North American producer certified by the Graphene Council. A major advantage of Hyperion is that it is compact and modular, allowing easy transportation and deployment.
- HG has sent samples to 40+ potential customers in North America/Europe/Asia for a wide range of applications. Management expects to enter into supply agreements, and receive initial sales orders in H1-2024.
- Each Hyperion unit can produce 10 tonnes of graphene per year (initial CAPEX: $250k). Management is aiming to build 50+ units, implying an annual capacity of 500 tonnes per year (tpy), or 4% of the global graphene market. We believe these units can potentially generate $100M in annual revenue.
- Upcoming catalysts include initial sales orders, commercial production, and rising awareness of the benefits of graphene.
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