Late September 2026 catch-up

Late September 2026

Gap fill after the site edits. Not a price list. Not advice. Graphene-Info lines are radar until a company PDF is cited.

GMG Gen 2 plant, Queensland. Company said startup was on schedule before end of June 2026, budget at or under A$2.3 million, nameplate up to 10 tonnes a year after optimisation. Remaining powder and packing work was expected by end of September; self-power install by December. Preliminary (company statement, Australian Manufacturing 17 Sep 2026).
First Graphene × Pacific Urethanes. First production purchase order for PureGRAPH in mining polyurethane, fire-retardant loadings. Already on [[topics/manufacturing/pacific-urethanes]]. Company-stated order.
First Graphene × Vector. 36-month partner note for heat-flux sensors, reported 30 Sep 2026. Preliminary (Graphene-Info radar; no filing on this page yet).

GMG private placement. About US$10 million, ~6.5 million shares at C$2.15, announced 23 Sep 2026, company said closed 29 Sep 2026. Use: graphene and battery capacity. Preliminary until the TSXV notice is filed here. Not a recommendation.
Volt Carbon Q3 2026. Reported revenue about C$4,945 and a net loss about C$806,000. Purchase-order talk of about US$4.1 million is mostly vermiculite tolling, not graphene tonnes. Preliminary.

Cortisol in saliva. University of the Bundeswehr Munich group reported a graphene transistor matching a lab test, posted 26 Sep 2026. One sensor paper. Not a clinical device. Preliminary.

Zentek. Pre-qualified for Canada’s Defense Drone Initiative supplier list, reported 26 Sep 2026. A pool listing is not a contract. Preliminary.

Parent shelves: [[topics/finance/listings|Companies]] · [[topics/manufacturing/directory|Manufacturing]] · [[topics/medical|Medical]].