Discussions

Graphene Manufacturing Group Ltd. stock forum

yesterday

Executive Briefing Note: GMG Corporate Update – July 2025

**Subject:** Key Developments, Opportunities, and Tactical Outlook
**Source:** Craig Nicol, CEO – Graphene Manufacturing Group (KE Report Interview, July 29, 2025)
youtube.com/watch?v=HEQTgko_kTU
Video link provided by rwootten3; Summary from ChatGPT
### 🎯 **Key Objectives & Strategic Progress**

* GMG continues strategic expansion focused on three core product lines:

1. **Graphene Aluminum-ion Batteries**
2. **THERMAL-XR® Energy Efficiency Coatings**
3. **G® Lubricants**

* Significant progress made in regulatory approvals, product testing, and strategic market positioning.

---

### 🚦 **Division Highlights**

** Graphene Aluminum-ion Batteries**

* Advancing toward commercialization; currently operating at pilot-scale manufacturing.
* Superior safety, energy density, sustainability compared to lithium-ion.
* Targeting initial commercialization units by late 2025 to early 2026.

** THERMAL-XR® Energy Efficiency Coatings**

* Early-stage commercialization underway; strong interest from HVAC and industrial sectors.
* Demonstrated significant energy-efficiency and corrosion-protection benefits.
* Pursuing large-scale HVAC distribution agreements and government infrastructure projects.

** G® Lubricant Technology**

* Ongoing fleet-level trials showing promising fuel efficiency (\~8%) and emission-reduction benefits.
* Certification and regulatory approvals advancing; targeting broader fleet application and market entry.

---

### 📌 **Current Opportunities Being Pursued**

* **Batteries:**

* Engaging major automotive OEMs and renewable energy providers.
* Targeting initial battery commercialization orders in H1 2026.

* **THERMAL-XR®:**

* Active negotiation with large North American and Asian HVAC distributors.
* Expecting significant distribution agreements by Q4 2025.

* **G® Lubricant:**

* Fleet-level pilot expansions planned in North America, Europe, and Asia.
* Securing regulatory clearances for full market deployment by early 2026.

---

### 🗒️ **Tactical Actions & Timelines**

| Division | Tactics | Timeline |
| ---------------- | ------------------------------------------------------------------------------------------------------------- | ----------------- |
| **Batteries** | Secure pilot-to-commercial manufacturing scale-up partnerships. Engage OEM validation programs. | H2 2025 – H1 2026 |
| **THERMAL-XR®** | Finalize distributor agreements and initiate large-scale pilot deployments with strategic industrial clients. | Q3–Q4 2025 |
| **G® Lubricant** | Expand fleet trials, gather third-party validation data, and complete regulatory certifications. | Q3 2025 – Q1 2026 |

---

### **Risks & Considerations**

* **Manufacturing Capacity:** Scaling from pilot to commercial-level production poses supply chain and operational risks.
* **Regulatory:** Potential delays in key jurisdictions could impact commercialization schedules.
* **Market Competition:** Increasing competitive pressures from established graphene and energy-efficiency technology providers.

---

### **Strategic Implications & Recommendations**

* **Investment Consideration:** Evaluate additional funding or strategic partnerships to expedite commercialization.
* **Regulatory Strategy:** Sustain proactive regulatory engagement to mitigate delays.
* **Market Positioning:** Leverage sustainability and ESG-alignment as differentiators in partnership negotiations.

K_Feenan

2 days ago

/ – A Potential Inflection Point?

There are currently two unverified rumors circulating that, along with recent company disclosures, may explain the recent upward price movement:

• AIB Testing Progress: The first iteration of GMG's Aluminum-Ion Battery (AIB) is rumored to have completed internal testing and is now being sent for third-party validation. If accurate, this could lead to a formal announcement soon.

• Lubricant Order: GMG is reportedly fulfilling a substantial order for G Lubricant. The details are vague—suggesting 2,000 bottles per pallet but with no indication of the total volume. If true, this could meaningfully impact Q3 revenues.

Additionally, there has been some speculative chatter attempting to link GMG’s AIB technology to Tesla, but there is no public evidence supporting such a connection at this time.

Another source, self-identified as an "analyst" on TradingView, has projected $700K–800K in revenue for the next quarter. However, this estimate lacks transparency or substantiation and should be taken with caution.

Despite the noise, GMG appears to be at a pivot point. The company’s own guidance and recent operational updates suggest that the era of ~$45K quarterly revenues may be behind them. Whether they hit $750K next quarter remains to be seen—but Q3 should provide clarity.

The recent price action may be influenced by early access to material news, but even discounting that possibility, the move appears to be based more on fundamentals than hype. Over a 12-month horizon, GMG seems undervalued relative to its technology and IP position.

A useful peer comparison is Black Swan Graphene (). While both are IP-driven players in the graphene space, their models differ:

• Black Swan is scaling up production aggressively (targeting 140 tonnes/year) to leverage a first-mover advantage.

• GMG, by contrast, is focused on quality and yield, claiming up to 20x material efficiency with its v2 plant.

This difference may prove significant. High-purity graphene is critical in sectors like:

• Medicine and biotechnology
• Advanced materials (e.g., aerospace)
• Computing components (NPUs, ASICs, FPGAs, TPUs, etc.)

While lubricants and batteries are immediate commercial targets, they represent just the entry point to broader applications.

Scalability and Strategic Positioning
GMG’s IP-centric model reduces dependence on large-scale industrial infrastructure, allowing flexibility and higher potential margins. If demand materializes, scale can be added as needed—without the drag of overcommitted fixed assets.

In contrast, companies built around massive facilities may find it harder to pivot as market demands shift—especially when large capital investments are involved.

Both GMG and Black Swan have room to grow in a market still dominated by volume producers like $GRA. But if quality becomes the differentiator—as it likely will in advanced tech sectors—GMG could be well-positioned for long-term value creation.

rwootten3

- They have an evolutionary technolgy called Graphene and have applied it to several potential commercial activities. When they talk about several large EV auto companies evaluating their technology. If one were to search into youtube focusing videos on Tesla Graphene aluminum batteries, one should look in the background and notice equipment with the GMG logo! Ummhhhhh!