Jul. 2 at 8:48 PM
$NNXPF This is a de-risked investment in graphene markets. The car parts business provides base cash flow. The lubricants business has launched. Packaging coming to market now. Carbon black next year. Tires and rubber likely next. With a market cap of $ 220mm - compare that to
$HGRAF.
HGRAF product is in testing. No revenue. No orders even.
$1.2B market cap. Has better graphene but at 10x the cost. HGRAF will take aerospace and defense markets, specialty coatings, batteries and some high performance concrete and polymer applications, and leave the commoditization market to NNXPF.
First Graphene and Black Swan are taking the concrete market, but both are burning cash like HGRAF now.
So, why would you buy a
$1.2B company participating in 20% of the market with high risk, when you can buy NNXPF - in production, with revenue and participating in 80%? It has a revenue lead over HGRAF and will continue to win on that and should hit breakeven cash flow in June 2027.