$0.24 +0.0700 ( +29.17% ) 422.7K
NYSE AMERICAN: GRFX
Company Overview
Graphex Group is a global leader in the mid-stream deep processing of natural spherical graphite and graphene-related products, key components of the Lithium-ion (Li-ion) batteries used in Electric Vehicles (EVs), renewable energy storage systems, and other use cases. With over a decade of production experience operating at commercial-scale volumes and quality, Graphex is currently producing over 10,000 metric tons of specialized spherical graphite anode materially annually and holds patents in areas including products, production methods, machinery design, and environmental protection. With a strategy to expand its operations to support energy transition and electrification efforts worldwide, Graphex is uniquely positioned at a foundational level to grow with the industry.
Value Proposition
Demand for EVs and battery energy storage systems is growing exponentially. Graphite is a critical component in the batteries that are powering the rapidly growing EV and renewable energy markets, comprising up to 99% of the anode material and up to 25% of the total battery mass. As one of the world’s largest and most experienced graphite technology companies, Graphex is uniquely positioned as a foundational contributor to the future of energy. With more than a decade of commercial production experience and a diverse portfolio of patents, Graphex is leveraging its high-volume, high-quality production expertise to grow with the industry as it pursues its goal of becoming the global leader in advanced graphite production.
Market Data
Investment Highlights
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Proven technology and track record
- Historical production of 10k+ metric tons per annum of purified spherical graphite
- Extensive partnership/supply agreement opportunities in process with many OEMs and battery manufacturers
- Foundational player globally with a decade of success in battery sector
- Diversified upstream raw material supply and downstream customer base
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Leveraging high-volume, high-quality production expertise to grow with industry
- Expanding production in China 4x over next 24-36 months to 40k tons per annum
- US production capacity projected to reach 15,000 MT/a in 2024
- Total addressable market expected to grow 10x from 2020 to 2030
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High barrier to entry
- Proprietary technology and methods
- 31 patents
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Solving an industry-level problem
- Demand forecasted to exceed supply “forever”
- No practical substitute for graphite
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Accomplished Leadership Team
- John DeMaio, CEO of Graphex Technologies and President of Graphex Group - 35 years in executive leadership and operational management in the energy and infrastructure sectors
- Dan Nye, Chief Strategy Office - Led manufacturing operations for Asyst Technologies, growing revenues from $80 to $300 million
- Frank Li, CTO - Prior experience in R&D for Shanghai Shanshan Technology and as the Chief Engineer and Deputy GM for Qitaihe Wanlitai Electrical materials; previously the R&D Director of oil series needle coke and anode materials for Shandong Yiwei New Materials
