Applied Graphene Materials plc (APGMF)
For informational purposes only. Not financial advice. Analysis by Sedat Aydin, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Applied Graphene Materials plc (APGMF) with AI Score 48/100 (Weak). Applied Graphene Materials plc specializes in the production and application of graphene. Market cap: 0, Sector: Basic materials.
Last analyzed: Mar 17, 2026Applied Graphene Materials plc (APGMF) Materials & Commodity Exposure
Applied Graphene Materials plc manufactures and develops graphene nanoplatelets for diverse applications, including coatings, polymers, and energy storage. Operating primarily in the United Kingdom, the company focuses on delivering graphene solutions to enhance product performance across multiple sectors, facing competition in the specialty chemicals market.
Investment Thesis
Applied Graphene Materials operates in the niche market of graphene nanoplatelets, targeting industries seeking enhanced material performance. With a negative profit margin of -2580.5% and a negative gross margin of -195.1%, the company's financial performance raises concerns about its profitability. Growth catalysts include expanding applications of graphene in batteries and composite materials. Key risks involve achieving profitability and scaling production efficiently. Investors should monitor the company's ability to secure contracts, manage costs, and demonstrate the value proposition of its graphene products.
Based on FMP financials and quantitative analysis
Key Highlights
- Operates in the specialty chemicals industry, focusing on graphene nanoplatelets.
- Serves various sectors, including paints, coatings, polymers, and energy storage.
- Founded in 2010, indicating over a decade of experience in graphene technology.
- Headquartered in Redcar, United Kingdom, with operations primarily in the UK.
- Employs approximately 30 individuals, reflecting a relatively small operational scale.
Competitors & Peers
Strengths
- Specialized expertise in graphene manufacturing and application.
- Proprietary technology for graphene dispersion and functionalization.
- Established relationships with customers in key industries.
- Focus on developing customized graphene solutions for specific applications.
Weaknesses
- Negative profit margin of -2580.5%.
- Negative gross margin of -195.1%.
- Limited financial resources compared to larger competitors.
- Dependence on a niche market with potential for slow adoption.
Catalysts
- Ongoing: Expansion of graphene applications in battery technology.
- Ongoing: Development of advanced composite materials for aerospace and automotive industries.
- Ongoing: Penetration of the paints and coatings market with graphene-enhanced products.
- Upcoming: Potential partnerships with key industry players to integrate graphene solutions.
Risks
- Ongoing: Negative profit margin of -2580.5% raises concerns about financial sustainability.
- Ongoing: Negative gross margin of -195.1% indicates challenges in cost management.
- Potential: Competition from larger and more established chemical companies.
- Potential: Fluctuations in raw material prices and supply chain disruptions.
- Potential: Regulatory hurdles and environmental concerns related to graphene production.
Growth Opportunities
- Expansion into Battery Technology: Graphene's unique properties make it an ideal candidate for enhancing battery performance. Applied Graphene Materials can focus on developing graphene-enhanced electrodes and electrolytes to improve energy density, charging speed, and cycle life of batteries. The global battery market is projected to reach $167.4 billion by 2026, offering a substantial opportunity for AGM to integrate its graphene solutions and capture a portion of this expanding market.
- Development of Advanced Composite Materials: Graphene can significantly improve the mechanical strength, thermal conductivity, and electrical conductivity of composite materials. Applied Graphene Materials can target industries such as aerospace, automotive, and construction by offering graphene-enhanced composites that provide superior performance compared to traditional materials. The global composite materials market is expected to reach $137.45 billion by 2029, presenting a significant growth avenue for AGM.
- Penetration of the Paints and Coatings Market: Graphene-enhanced paints and coatings offer improved durability, corrosion resistance, and UV protection. Applied Graphene Materials can expand its presence in the paints and coatings market by partnering with manufacturers to incorporate its graphene nanoplatelets into their products. The global paints and coatings market is projected to reach $209.6 billion by 2028, providing a substantial opportunity for AGM to increase its market share.
- Innovation in Thermal Management Solutions: Graphene's high thermal conductivity makes it suitable for thermal management applications, such as heat sinks and thermal interface materials. Applied Graphene Materials can develop graphene-based thermal management solutions for electronic devices, automotive components, and industrial equipment. The global thermal management market is expected to reach $16.9 billion by 2027, offering a niche market for AGM to capitalize on its graphene expertise.
- Exploration of Lubricants and Functional Fluids: Graphene can enhance the performance of lubricants and functional fluids by reducing friction, improving wear resistance, and increasing thermal stability. Applied Graphene Materials can target the automotive, industrial, and aerospace sectors by offering graphene-enhanced lubricants and fluids that improve the efficiency and longevity of machinery and equipment. The global lubricants market is projected to reach $167.5 billion by 2028, presenting a potential growth area for AGM.
Opportunities
- Expansion into battery technology and energy storage.
- Development of advanced composite materials for aerospace and automotive.
- Penetration of the paints and coatings market with graphene-enhanced products.
- Innovation in thermal management solutions for electronics and industrial applications.
Threats
- Competition from larger and more established chemical companies.
- Fluctuations in raw material prices and supply chain disruptions.
- Regulatory hurdles and environmental concerns related to graphene production.
- Slow adoption of graphene technology by key industries.
Competitive Advantages
- Specialized expertise in graphene manufacturing and application.
- Proprietary technology for graphene dispersion and functionalization.
- Established relationships with customers in key industries.
- Focus on developing customized graphene solutions for specific applications.
About APGMF
Founded in 2010 and based in Redcar, UK, Applied Graphene Materials plc (AGM) is dedicated to the manufacture, dispersion, and application development of graphene. The company's core offering revolves around reduced graphene oxide and graphene nanoplatelets, which are tailored for use across a spectrum of industries. These materials are integrated into paints and coatings to enhance durability and performance, car waxes and polishes for improved surface protection, and polymers and composite materials to increase strength and conductivity. AGM also provides solutions for thermal paste adhesive materials, lubricants, functional fluids, batteries, and electrochemical energy storage systems, aiming to improve efficiency and longevity. AGM's business model centers on providing advanced material solutions to enhance product performance across various industries, focusing on innovation and application development within the graphene sector.
What They Do
- Manufactures reduced graphene oxide.
- Produces graphene nanoplatelets dispersion.
- Develops applications for graphene in various industries.
- Offers graphene solutions for paints and coatings.
- Provides graphene materials for car waxes and polishes.
- Supplies graphene for polymers and composite materials.
- Creates graphene-enhanced thermal paste adhesive materials.
- Develops graphene-based lubricants and functional fluids.
Business Model
- Manufactures and sells graphene nanoplatelets and reduced graphene oxide.
- Develops and licenses graphene applications for various industries.
- Partners with companies to integrate graphene into their products.
- Generates revenue through direct sales and licensing agreements.
Industry Context
Applied Graphene Materials operates within the specialty chemicals industry, which is characterized by innovation and the development of high-performance materials. The market for graphene and related materials is growing, driven by demand for enhanced material properties in various applications. Competitors include companies focused on advanced materials and specialty chemicals. The industry is influenced by trends in materials science, nanotechnology, and the demand for sustainable and high-performance solutions. Applied Graphene Materials aims to capture market share by offering specialized graphene solutions tailored to specific industry needs.
Key Customers
- Paints and coatings manufacturers.
- Automotive companies using car waxes and polishes.
- Polymer and composite material producers.
- Companies in the energy storage sector.
Financials
Chart & Info
Applied Graphene Materials plc (APGMF) stock price: Price data unavailable
Latest News
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Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for APGMF.
Price Targets
Wall Street price target analysis for APGMF.
MoonshotScore
What does this score mean?
The MoonshotScore rates APGMF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Hugh Adrian Potts
CEO
Hugh Adrian Potts serves as the CEO of Applied Graphene Materials plc. His background includes experience in managing technology-driven companies and driving innovation in advanced materials. He has a proven track record of leading teams and implementing strategic initiatives to achieve growth and profitability. His expertise lies in commercializing new technologies and building strong customer relationships.
Track Record: Under Hugh Adrian Potts' leadership, Applied Graphene Materials has focused on expanding its graphene production capabilities and developing new applications for its products. He has overseen the company's efforts to secure partnerships with key industry players and increase its market presence. His strategic decisions have aimed at positioning AGM as a leading provider of graphene solutions.
APGMF OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Applied Graphene Materials plc may not meet the minimum financial or disclosure requirements for higher tiers like OTCQX or OTCQB. Companies in this tier may have limited reporting requirements, which can make it more difficult for investors to access reliable and up-to-date information compared to companies listed on major exchanges like NYSE or NASDAQ. Investing in OTC Other stocks involves higher risks due to the potential lack of transparency and regulatory oversight.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure and transparency.
- Higher price volatility due to lower trading volumes.
- Potential for fraud or manipulation due to less regulatory oversight.
- Difficulty in obtaining accurate and timely information.
- Increased risk of illiquidity and inability to sell shares quickly.
- Verify the company's registration and legal standing.
- Review available financial statements and disclosures.
- Assess the company's business model and competitive landscape.
- Evaluate the management team's experience and track record.
- Understand the risks associated with investing in OTC Other stocks.
- Consult with a financial advisor before making any investment decisions.
- Monitor news and filings for any red flags or material developments.
- Company has been in operation since 2010.
- Focus on graphene manufacturing and application development.
- Presence in the United Kingdom.
- CEO is identified as Hugh Adrian Potts.
What Investors Ask About Applied Graphene Materials plc (APGMF)
What does Applied Graphene Materials plc do?
Applied Graphene Materials plc (AGM) specializes in the manufacture, dispersion, and application development of graphene nanoplatelets. The company provides graphene solutions for various industries, including paints and coatings, polymers, and energy storage. AGM focuses on enhancing product performance by incorporating graphene into materials, aiming to improve durability, conductivity, and other key properties. Their business model centers around supplying advanced material solutions to manufacturers seeking to enhance their products.
What do analysts say about APGMF stock?
AI analysis is pending for APGMF, so there is no current analyst consensus available. Investors should independently evaluate the company's financial performance, growth prospects, and risk factors. Key metrics to consider include revenue growth, gross margin, and cash flow. It is important to assess the company's ability to execute its business plan and capitalize on growth opportunities in the graphene market. Further research is needed to determine the stock's investment potential.
What are the main risks for APGMF?
The primary risks for Applied Graphene Materials plc include its negative profit and gross margins, indicating financial challenges. Competition from larger chemical companies and potential fluctuations in raw material prices pose additional threats. Regulatory hurdles and environmental concerns related to graphene production could also impact the company's operations. Furthermore, the slow adoption of graphene technology by key industries could limit growth opportunities. Investors should carefully assess these risks before investing in APGMF.
What are the key factors to evaluate for APGMF?
Applied Graphene Materials plc (APGMF) currently holds an AI score of 48/100, indicating low score. Key strength: Specialized expertise in graphene manufacturing and application.. Primary risk to monitor: Ongoing: Negative profit margin of -2580.5% raises concerns about financial sustainability.. This is not financial advice.
How frequently does APGMF data refresh on this page?
APGMF prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven APGMF's recent stock price performance?
Recent price movement in Applied Graphene Materials plc (APGMF) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Specialized expertise in graphene manufacturing and application.. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
Should investors consider APGMF overvalued or undervalued right now?
Determining whether Applied Graphene Materials plc (APGMF) is overvalued or undervalued requires examining multiple metrics. Compare valuation ratios (P/E, P/S, EV/EBITDA) against sector peers for a comprehensive view.
What research should beginners do before buying APGMF?
Before investing in Applied Graphene Materials plc (APGMF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
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- Financial data is based on the most recent available information.
- OTC market investments carry higher risks than exchange-listed stocks.