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    Graphene Manufacturing Group (TSXV:GMG) Is Up 29.8% After Rapid-Charging Graphene Battery Milestone - Has The Bull Case Changed?

    Simply Wall St·12/16/2025 14:15:40
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    • Earlier in 2025, Graphene Manufacturing Group Ltd. reported progress on its graphene aluminium-ion battery, which fully charges in under six minutes and is being developed with partners including the University of Queensland, Rio Tinto and the Battery Innovation Center of Indiana, with customer testing targeted for 2026 and small-scale production in 2027.
    • The company also introduced a new plastic battery pack design that it says could cut costs and complexity versus conventional lithium-ion batteries, while positioning its technology for automotive, grid and specialty-device applications.
    • We’ll now explore how this rapid-charging graphene aluminium-ion battery progress could influence Graphene Manufacturing Group’s broader investment narrative.

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    What Is Graphene Manufacturing Group's Investment Narrative?

    For GMG to make sense as an investment, you have to believe its graphene platform can turn breakthrough lab results into commercial products before funding pressures bite. The latest graphene aluminium-ion battery update, with sub-six-minute charging, defined customer testing timelines and a plastic pack design aimed at cost and safety, strengthens the “technology option” part of the story and helps explain the very large share price move this year. In the near term, the main catalysts now sit around hitting those 2026–2027 milestones and converting early interest in G-LUBRICANT and THERMAL-XR into meaningful A$ revenue, against a backdrop of small sales and rising losses. The flip side is execution and capital risk: scaling advanced batteries and coatings from such a low revenue base will not be cheap or straightforward.

    However, one key funding-related risk may be easier to overlook than the battery headlines. Graphene Manufacturing Group's shares have been on the rise but are still potentially undervalued by 47%. Find out what it's worth.

    Exploring Other Perspectives

    TSXV:GMG 1-Year Stock Price Chart
    TSXV:GMG 1-Year Stock Price Chart

    Six fair value estimates from the Simply Wall St Community span from penny-stock levels to above the latest analyst target, underscoring how far apart views are on GMG. Set against that, the battery progress and sharp share price rise put more pressure on the company to validate its timelines and manage cash carefully, which could matter a lot for how the story develops from here.

    Explore 6 other fair value estimates on Graphene Manufacturing Group - why the stock might be worth less than half the current price!

    Build Your Own Graphene Manufacturing Group Narrative

    Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.