I don’t use the title “The Best 3D Printing Stock to Buy Now” often.

It’s a title I take seriously and have only used once before with Groupe Gorge (GOE.PA) on December 9th of last year. The stock rose from 11 euros that day to a high of 26.75 euros within 6 weeks and continued to strongly outperform shares of DDD, SSYS, XONE, and VJET over the next 6 months as this chart shows.

he best 3D printing stock to buy now is graphene 3D lab

Groupe Gorge shares are still up 35% since my article while DDD, SSYS, XONE, and VJET are down sharply from that date.

“The Best 3D Printing Stock to Buy Now” is only a stock that my due diligence leads me to believe with strong conviction that it will outperform well-known 3D printing stocks and the overall market over the following 3-6 month period, just as Groupe Gorge did. Those stocks don’t come along often and when they do, I believe they’re not only the best 3D printing stock to buy now, they’re the perfect stock to buy now, period.


I believe Graphene 3D Lab Inc. (GGG.V) is The Best 3D Printing Stock to Buy Now and this article explains why.


 The Best 3D Printing Stock to Buy Now

The Best 3D Printing Stock Graphene 3D Lab logoGraphene 3D Lab Inc. (web site) began trading today under ticker (GGG.V) on the Toronto Venture Exchange and a U.S. listing is pending. Based in Calverton, N.Y. Graphene 3D Lab is the only publicly trading company in North America engaged exclusively in the research and development of graphene-enhanced materials for 3D printing.

There are 37.9 million shares outstanding with management and key investors in the public launch owning the majority. Approximately 21 million shares are locked up in escrow- share structure and trading float is tight.


 

Graphene’s properties

First isolated in 2004, graphene is composed of a single layer of carbon atoms bonded together in a repeating pattern of hexagons. Graphene is both the thinnest and the strongest material known to exist. It’s one million times thinner than a sheet of paper and considered two-dimensional.The best 3D printing stock graphene diagram

Graphene

  • is the strongest material known to exist (200X stronger than steel, yet 6X lighter)
  • is the thinnest material known to exist
  • conducts electricity 30 times faster than silicon
  • is transparent
  • is bendable

CNN dubbed graphene a “miracle material” in this article and accompanying video.


The Best 3D Printing Stock to Buy Now

Market potential for graphene-enhanced 3D printing materials

best 3d printing stock graphene electronics

When you take the combined properties of graphene, the market potential is obvious…and it’s huge. Consider the future of conductive inks, nano-batteries, touchscreens, flexible and transparent computer screens, wearable electronics, major improvements in current liquid crystal displays and organic light emitting diodes, etc. This is our future and it’s a future that graphene is expected to play a major role in. Engineers also predict graphene will be used to create a composite material to replace much of the steel used in the aerospace and defense industries, providing much greater strength while reducing weight/improving fuel efficiency. The same holds true for the automotive industry and the list goes on and on.

Now, imagine the additional market applications, industrial and consumer, when you marry graphene to 3D printing. Imagine harnessing the properties of graphene to make materials for 3D printers where complexity and variety are free. Imagine compact, portable manufacturing with no lead time and the ability to precisely replicate objects…but make them stronger, lighter, electrically conductive…and you begin to see what the future holds when graphene meets 3D printing. You’ll also see the potential of Graphene 3D Lab as the one and only public company in North America focused exclusively on bringing graphene-enhanced 3D printing materials to market.

Some within the 3D printing industry are predicting an as-yet unrealized “killer application” in the next 2-3 years that will create a surge in consumer 3D printer demand.  Maybe it’s not a “killer app” that emerges to make everyone want to buy a 3D printer. Maybe it’s a killer material…like graphene filaments compatible with existing printers, which is exactly what Graphene 3D Lab is launching.


The Best 3D Printing Stock to Buy Now

Graphene 3D Lab- first to commercialize graphene filaments

Best 3D Printing Stock - Graphene 3D Lab timelineI believe Graphene 3D Lab will be the first to commercialize graphene filaments on a large scale. According to their investor presentation, revenue from their proprietary graphene filaments which are compatible with existing FDM consumer printers is expected to begin “within 12 months.” I know of no other company public or private this close to market-ready graphene filaments that has both the technology in hand today and the capacity for large-scale production. In fact the time frame for commercialization could be much sooner, “within 3-6 months” according to an article I have linked below.

Earlier this year I interviewed Rob Gorham, Deputy Director of America Makes (the nation’s leading collaborative partner in AM and 3DP technology research) and asked: “What new materials for 3D printing look promising right now? Is there any research being conducted on graphene as a potential material at America Makes?” The answer was: “We are not explicitly funding any graphene projects, but wouldn’t be surprised to do so in the near future.”

Stratasys is involved in graphene research, but it appears to be just now beginning and nowhere near commercialization.

“Research” is being done elsewhere, and I’ve found several obscure private companies globally that claim to be making progress on true graphene filaments for 3D printing (while at the same time looking for money and development partners). Meanwhile, Graphene 3D Lab has patent-pending graphene filaments for existing printers on the verge of commercialization with a longer term goal to develop a line of 3D printers that are optimized for multimaterial printing.


The Best 3D Printing Stock to Buy Now

 Why Graphene 3D Lab will be 1st to market

As an investor it’s important to know how and why an unknown company can come out of the blue and commercialize such a transformative product before larger industry players do. In the case of Graphene 3D Lab it can be summed up in one word: management.

CEO, Dr. Daniel Stolyarov, holds a PhD in Physical Chemistry from the University of Southern California with expertise in nanomaterials and the formulation of nanocomposites and co-authored papers with Nobel and Kavli prize winners, as well as members of the National Academy of Sciences.

COO, Dr. Elena Polyakova, is a regular speaker at graphene and nanotech conferences (most recently at Nanotech 2014) and is well-known in the industry and academia as an expert in two-dimensional materials.

best 3d printing stock graphene 3D labs speaking engagements

After graduating from the University of Southern California with a PhD in Physical Chemistry she worked as a Postdoctoral Fellow at Columbia University.

Following graphene’s identification and isolation in 2004, Drs. Stolyarov and Polyakova were early movers into the space. In 2009 they launched Graphene Laboratories, a commercially successful supplier of high quality graphene with over 7,000 global customers today.

Many articles and graphene industry publications confirm the success of Graphene Laboratories as a major supplier of graphene. Perhaps more importantly, they also shed light on the entrepreneurial spirit of Drs. Stolyarov and Polyakova and their drive to be at the forefront of the early commercialization of graphene.

Brookhaven Lab and Graphene Laboratories collaborate to bring atom-thin material to the masses (U.S. Department of Energy, Brookhaven National Laboratory)

Bringing Graphene to the Masses: An Interview with Dr. Elena Polyakova (AZoNano.com)

Interview with Dr. Elena Polyakova, CEO of Graphene Laboratories (GrapheneTracker.com)

Making the ‘wonder material’ (Institute of Physics)

Toward Commercialization of Graphene Materials (Presentation by Dr. Elena Polyakova)

the best 3d printing stock to buy now is graphene 3D Lab

Dr. Polyakova summed up a recent interview regarding the launch of Graphene 3D Lab stating:

Right now we have a competitive advantage because we’re able to synthesize extremely good materials, and I know that large companies were trying to do similar projects but they haven’t released anything yet, so I’m not sure if they’ve succeeded in terms of their R&D. Of course, our technology is patented and well protected and also it’s relatively difficult to reverse engineer our materials and requires very specific expertise in certain areas. So, we’re well protected and other companies won’t be able to move forward in terms of what we’re doing with graphene. But there’s always a risk that they might discover another material that is comparable to graphene in terms of their properties, so we have to move fast.”

……………………………………………………………………………………………………….

Personally, I like  the “we’re well protected and other companies won’t be able to move forward in terms of what we’re doing with graphene” statement…a lot.

From that same interview in June, investors should note Dr. Polyakova’s comment that sales of graphene-enhanced filaments are expected to beginwithin three to six months”a nice narrowing of the window from the “within 12 months” timetable in the investor presentation which I first saw in May.


The Best 3D Printing Stock to Buy Now

The Bottom Line

Graphene 3D Lab is a company investors in both 3D printing and graphene will find compelling.

In my opinion, this is the best 3D printing stock to buy now due to:

  • tight share structure with one of the smallest floats in 3D printing
  • management with established expertise in graphene, driven to be 1st movers to bring graphene materials to 3D printing
  • filaments offer some of the highest gross margins in 3D printing with 3D Systems and Stratasys buying up filament manufacturers as a result
  • sales of graphene filaments by Graphene 3D Lab could begin within 3-6 months, while graphene filaments remain in R&D stage by large players
  • cash available from public launch to ramp production of graphene filaments, continue work on mulit-material 3D printer
  • 1st mover advantages in such unique materials likely to result in distribution agreements and rapid opening of sales channels
  • potential for buyout due to 1st mover advantage, patented technology, and management expertise

 

I look forward to following the progress of the best 3D printing stock to buy now, Graphene 3D Lab, and will update subscribers when trading begins in the U.S.

Gary Anderson…..Follow me on Twitter: @3DPrintingStock

 

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Disclosure: I am long shares of Graphene 3D Lab.  Due to the strengths I found in management and the technology of Graphene 3D Lab, I approached the company and key investors while the company was private, offering my services as a consultant. I have since signed a contract for those services with Numus Financial of Canada which began August 14, 2014 and runs through December 2015. Cash value is $110,000 USD with options for 100,000 shares at a price to be determined by the Toronto Stock Exchange on or before September 1, 2014.  I do not have a contract directly with Graphene 3D Lab and comments have not been directly endorsed by Graphene 3D Lab management.

Disclaimer: Opinions expressed are my own and should not be considered investment advice nor an invitation to buy or sell shares of any company mentioned on this site. Investors should perform their own due diligence and consult with a Registered Investment Advisor prior to making any investment decision. See sidebar for full disclaimer.

 

 

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