Close menu




July 17th, 2025 | 07:25 CEST

Investing in graphene – Research unlocks opportunities: Argo Graphene Solutions, BASF, Samsung

  • cement
  • graphene
  • Sustainability
  • chemicals
  • Construction
Photo credits: pexels.com

Innovation often needs a catalyst - an event that accelerates the adoption of new technologies and pushes companies to explore new directions. The past few years have been full of such catalysts: climate change has driven efforts to reduce CO2 emissions, and the US government's rumbling attacks on Ukrainian President Volodymyr Zelenskyy have prompted a global rethink of defense spending. Graphene, a material of the future, is at the center of many of these developments – reason enough to explore potential investment options.

time to read: 2 minutes | Author: Nico Popp
ISIN: ARGO GRAPHENE SOLUTIONS CORP | CA04021P1018 , BASF SE NA O.N. | DE000BASF111 , SAMSUNG EL./25 GDRS NV PF | US7960502018 , SAMSUNG SDI GDR(144A)/4 | US7960542030

Table of contents:


    Graphene as a miracle material

    Graphene is considered extremely versatile. It conducts electricity a hundred times better than copper, is ultra-light, extremely stable, and flexible. The material is used in sensors, electronics, energy storage, and construction materials. Studies, such as those conducted by Fortune Business Insights, predict rapid growth: The US graphene market alone is expected to grow from USD 50.9 million in 2022 to USD 401.4 million by 2030. That is an annual growth rate of just under 30%. Graphene-reinforced composite materials and batteries offer enormous potential in aviation, the automotive industry, and energy storage. Graphene is all about lighter components, fast-charging batteries, and building materials that are both better and more sustainable.

    BASF and Samsung believe in graphene

    The Ludwigshafen-based chemicals company BASF has been researching graphene for years. The Company has been operating the Carbon Materials Innovation Center (CMIC) together with the Max Planck Institute for Polymer Research in Ludwigshafen since 2012, where it is researching new carbon materials for electronics and energy systems. BASF board member Andreas Kreimeyer emphasizes that graphene could "revolutionize numerous applications" and that BASF wants to "be at the forefront."

    Electronics giant Samsung is also experimenting with graphene and is using it primarily in battery technology. Using nanoparticles made from graphene or graphene oxide, Samsung has been able to produce batteries with 45% higher capacity and significantly faster charging speeds. Samsung's graphene research also focuses on sensor technology and components. Graphene is already being used in smartphones as a thermal paste for camera and CPU modules.

    Argo Graphene Solutions aims to make building materials better and greener

    The business model of Argo Graphene Solutions also envisages an innovative use for graphene. The Canadian company aims to add graphene to building materials to make them more durable, flexible, and CO2-neutral. Studies have shown that the innovative material can be used as an additive in cement, concrete, and asphalt. A week ago, Argo Graphene Solutions opened a distribution and mixing center to drive its expansion in North America. The innovative company also has its sights set on Europe.

    Infrastructure worldwide is in disrepair. A study commissioned by the G20 shows that by 2040, investments of USD 3.5 trillion will be needed in infrastructure every year. In order to keep the carbon footprint manageable and build high-quality infrastructure, a large part of this amount could also be spent on innovative building materials. Argo Graphene Solutions' commitment to expansion is also demonstrated by a recent personnel announcement: Wilbert J. Landry Jr. is joining Argo's management team. Landry has four decades of experience in the real estate and construction industries and will support Argo on its growth trajectory.

    Investment story still in its early stages

    "We are delighted to welcome Mr. Landry to our Board of Directors," commented Argo CEO Scott Smale. "His extensive experience in construction, real estate, and operational management, combined with his proven leadership skills and strategic understanding, will help advance our goal of providing innovative graphene-based additives for the concrete, cement, and asphalt industries."

    Argo Graphene Solutions' stock is trading more actively again following the name change. With a market capitalization of CAD 16.3 million, the Company is still in its infancy. If it succeeds in rolling out its own graphene technology in the construction industry, the stock could be in for a revaluation. The Company is well-positioned to benefit from the megatrend toward sustainability, the investment backlog in infrastructure, and the growing acceptance of graphene as an innovative material across a wide range of industries.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.


    Der Autor

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author



    Related comments:

    Commented by André Will-Laudien on September 17th, 2025 | 07:15 CEST

    Gold explodes to USD 3,700 – What is next? Time to bet on Barrick Mining, Newmont, Dryden Gold and BASF

    • Mining
    • Gold
    • Commodities
    • chemicals

    The gold price is currently being driven primarily by expectations of falling US interest rates, a weaker US dollar, high geopolitical uncertainty, and strong purchases by central banks. The latter added around 1,045 tons of gold to their reserves in 2024, one of the highest levels in recent years. Major US investment banks have consistently raised their price targets: Goldman Sachs expects around USD 3,700 per ounce by the end of 2025, JPMorgan sees an average of about USD 3,675 in Q4, and UBS even forecasts up to USD 3,800. In very optimistic scenarios, prices of over USD 4,000 are already being discussed in industry. How are gold giants Barrick and Newmont performing in this environment? In the short term, they have been significantly outperformed by Dryden Gold, which has recently doubled in value. Investors should now drastically increase their exposure to precious metals, as they have been overinvested in AI, high tech, and defense for months. Here are a few ideas.

    Read

    Commented by André Will-Laudien on September 8th, 2025 | 07:25 CEST

    Berlin's billion-euro programs are making shareholders rich! Rheinmetall, Hochtief, Argo Graphene and Bilfinger

    • Construction
    • cement
    • Sustainability
    • Defense
    • Technology

    The money-printing machine is running! The 2026 federal budget has now been approved at EUR 521 billion. The defense budget is set to rise from EUR 62.4 billion to EUR 82.7 billion. In addition, there will be an additional EUR 25.5 billion from the special budget for the German Armed Forces. Federal investments – including the Climate and Transformation Fund and new special assets – will amount to approximately EUR 126.7 billion in 2026. New borrowing is expected to rise to EUR 89.9 billion, and if the so-called "special assets" are included, new borrowing will rise to EUR 174.3 billion – a historic figure. This is a windfall for companies in the defense and infrastructure sectors. Which stocks are now taking center stage?

    Read

    Commented by Nico Popp on September 3rd, 2025 | 07:15 CEST

    Investing in hydrogen with management on board: Air Liquide, Pure Hydrogen, Air Products & Chemicals

    • Hydrogen
    • cleantech
    • Gas
    • Technology
    • chemicals

    When management representatives hold large amounts of their own company's shares or when their compensation is linked to the performance of the share price, this is generally good news for all investors. A management team with "skin in the game" typically takes a more long-term view and aligns more closely with shareholder interests. We present three hydrogen stocks in which management holds shares – some more, some less. Where are the biggest opportunities, and which stocks come with hidden risks? Read on to find out!

    Read