F1000 Dec 4th

Another week has gone by and so it’s time to reassess the investments in graphene and diamond that were made at the outset of this blog. I say outset, but in effect the blog has only been running for the past two weeks so lets cut to the chase and see how a grands worth of shares have faired in the last fortnight.

Starting with Paragon Diamonds, 3478 shares were purchased in the hope that an increase in the price of diamond would prove graphene’s elder sister is still a commodity worth investing. After two weeks of very sluggish action the price is now 26.75p per share. An investment of £1000 has been mercilessly reduced to just £930, a further £30 loss on last week and not looking good for Christmas and the New Year.

But did graphene’s champion share CVD Equipment Corporation fare any better. An initial outlay of $1000 purchased 61 shares two weeks ago, and at a selling price of $14.49 the investment continues to plummet. Now worth $884 the shares have lost over one tenth of their value.

With CVD breaking through the lower Bollinger band I would expect the market to enact some kind of rebound upwards, and with the 3 month high at somewhere in the region of $18.50 I’m hoping for a complete turnaround. Let’s face it if the share price goes any further south I’ll be swimming with penguins.

The Graphene Revolution.

Innovations

How soon will the graphene revolution begin? How soon is now.

The graphene revolution has the potential to mimic the revolutions of previous decades and centuries; and if it does speculation in emerging companies will be considered prescient and well judged investments. One prominent economist, Norm Poire, who has studied the pattern of market innovations argues that major innovations drive the economy in an almost reglar pattern; 28 years of nascent emerging, followed by 56 years of rapid growth, and then 28 years of deceleration until 112 years after conception the innovation grows in line with population. If graphene follows this pattern it will be repeating the market trajectories of the textiles industry, the railways, automobiles and computers.

With graphene having been discovered in 2004 we are still in the earliest phase of the cycle, much is yet to come and the real price increases are still many years away if this model is accurate. However, as shown later, the stock price chart for CVD Equipment suggests that even the early stages of growth of an investment in graphene promises a fair degree of excitement, if not paroxysms of unexpurgated joy.

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Graphene foam detects explosives.

The latest piece of research conducted by  Rensselaer Polytechnic Institute demonstrates the potentially life saving advances that investing in graphene may bring to the security and law enforcement sector. Reports that graphene foam outperforms the best, commercially available, gas sensors in the detection of dangerous and explosive chemicals add further support to the notion that its use in sensors will be one of the market areas in which it comes to dominate. The discovery paves the way for a whole range of improvements in the equipment used by bomb squads, law enforcement officials, defense organizations, and in various industrial settings.

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Ink-jet printing of graphene.

The scaling up of graphene transistors just became one step closer with a piece of research conducted by a team at Cambridge University. The inspiration for this advance in flexible electronics came from F. Torrisi et al in the Department of Engineering, whose work on producing a graphene based ink by liquid phase exfoliation of graphite paved the way for printing thin-film transistors and conductive patterns. The new technique reduced the number of fabrication steps in the process of production and can be used to fabricate other devices such as photovoltics, organic LED’s, and display screens. The authors of the study suggest that the process has a number of key advantages,

“Inkjet printing (of graphene) is versatile, involves a limited number of process steps, is amenable for mass production and can deposit controlled amounts of material.”

The graphene ink is combined with one of the most commonly used organic polymers for inkjet printing. The results demonstrate not only the viability of large scale production possibilities but also indicate a significant level of performance improvement on previous techniques.

The full research paper can be read here.  http://arxiv.org/PS_cache/arxiv/pdf/1111/1111.4970v1.pdf

Graphene stocks to watch

Investing in Graphene

Investing in graphene is a sure-fire way to gain a foothold in the miracle technologies of tomorrow. Just as the rare earth metals tantalum and niobium became the must have stocks of the noughties so too will graphene become the materials stock of the next 30 years. A material integral to the development of nanotechnology the British Government was so convinced of its potential in 2011 that they themselves pledged to invest £50 million in the development of the substance and in the technologies that will be transformed by it. Identifying the companies most likely to benefit from this massive level of investment is the first step in profiting from the graphene revolution. Choose the right stock at the right time and you’ll find that profits will soon follow.

Choosing the right stock.

Understanding long term and short term aims is key to making the correct decision in this emerging market. Any strategy of short term profit making will include identifying and buying into companies likely to receive an investment boost and then trading on the increase in share price once the investment in announced. Simple. Longer term aims are slightly more difficult to outline and will differ from investor to investor, however thstrength can be found in trading in smaller companies with a research performance that larger companies are likely to make a take-over bid on. Consistent share performance, an excellent PR office and management team, and a clear strategy which points to the possibility of a future buy-out are all signs to look out for.

In the short term, the British government has made its intention clear with respect to its investment plans; £50 million pledge for investment, and the largest slice of that being offered to companies based in Manchester. Why Manchester? Well, Manchester is the home of graphene, it is the University where the substance was first developed and the home of the Nobel prize winning team of scientists currently engaged in researching and developing graphene for use. Find a company working on graphene from one of Manchester’s research parks and you’ll find a company vying for a slice of that government pie.

Longer term investment opportunities that have caused some market noise include CVD Equipment Corp (NASDAQ:CVV), Northern Graphite (CVE: NGC) and POSCO (NYSE: PKX) What to do now. If you have never traded before the very first thing you should do is select a trading platform and learn how to place a trade. Learn the features of the platform and become familiar with the way information is presented on screen.