April 11, 2022 - APGMF
Applied Graphene Materials Plc (APGMF) - a name that might not set your pulse racing. It conjures images of dry lab reports and niche scientific journals, not the electrifying buzz of a market disruptor. But buried within the seemingly mundane financial data of this small British company lies a story of potential, innovation, and a possible future that could rewrite the rules of multiple industries.
What if I told you that APGMF is sitting on a technology that could be as revolutionary as the lithium-ion battery, a technology that could reshape everything from paints and coatings to batteries and energy storage? What if I told you that this company, currently valued at a mere $1.09 million, could be on the cusp of a meteoric rise, a journey mirroring the early days of Tesla? It sounds fantastical, perhaps even outlandish. But the numbers, when examined closely, whisper a different story.
APGMF specializes in graphene, a material with almost mythical properties. Stronger than steel, lighter than a feather, and boasting unparalleled electrical conductivity, graphene has been hailed as a wonder material, a potential solution to countless technological challenges. Yet, despite its promise, graphene has remained largely confined to laboratories, its potential seemingly locked away.
APGMF, however, has cracked the code. They've mastered the art of manufacturing, dispersing, and developing graphene, making it commercially viable for a range of applications. Their reduced graphene oxide and graphene nanoplatelets dispersions are finding their way into paints and coatings, car waxes and polishes, polymers and composite materials, and even batteries and energy storage systems.
Now, here's where the story gets interesting. APGMF's current financial data reveals a company operating at a loss. Their EBITDA is negative (-$3.44 million), their profit margin is zero, and their operating margin is deeply in the red (-41.43%). This, on the surface, paints a bleak picture. Most analysts, seeing these figures, would likely dismiss APGMF as another company struggling to make its mark.
But there's a crucial detail they're missing, a detail hidden in plain sight. APGMF's quarterly revenue growth year-over-year stands at a positive 9.5%. This seemingly small figure is actually a beacon of hope, a sign that APGMF is gaining traction in the market. Their graphene dispersions are being adopted, albeit slowly, and demand is increasing.
Let's delve a little deeper. While APGMF is currently operating at a loss, their cash flow statement tells a different story. Their cash on hand has grown significantly over the past year, jumping from $3.68 million to $6.3 million. This substantial increase, primarily driven by the issuance of capital stock, indicates that investors are recognizing APGMF's potential and are willing to bet on their future.
This brings us to the crucial hypothesis. What if this revenue growth is just the tip of the iceberg? What if APGMF's graphene technology is about to hit a tipping point, a moment where adoption explodes, sending demand soaring? Imagine the possibilities. Graphene-enhanced paints that never fade or chip, car waxes that offer unparalleled protection, lightweight and ultra-strong composites revolutionizing the automotive and aerospace industries, and batteries with unprecedented energy density powering the next generation of electric vehicles.
The potential impact is staggering. APGMF, with its early mover advantage and patented technology, could become the dominant player in a multi-billion dollar market. Their current valuation, dwarfed by their potential, could skyrocket, turning early investors into graphene millionaires.
Of course, this is just a hypothesis. But the numbers, whispering beneath the surface, suggest that APGMF might be more than just another graphene company. They might be the company that finally unlocks graphene's true potential, ushering in a new era of technological innovation.
Remember the early days of Tesla? A company ridiculed by many, dismissed as a pipe dream. Yet, they persevered, their innovative technology eventually capturing the imagination of the world. Could APGMF be on a similar trajectory? The signs are certainly there. The graphene revolution might be closer than we think, and APGMF could be the company leading the charge.
"Fun Fact: Did you know that a single sheet of graphene is only one atom thick? That's about 1 million times thinner than a human hair!"