Dave Lee on Investing

The Future Of Graphene w/ Soroush Nazarpour, CEO of NanoXplore (Ep. 263)


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I interview the CEO of NanoXplore, Soroush Nazarpour, about what makes graphene special, the future of graphene and its applications, and what plans and ambitions NanoXplore has.
Soroush Nazarpour interview part 1 by ROTV, https://www.youtube.com/watch?v=2qtaTa3hCCM
Soroush Nazarpour interview part 2 by ROTV, https://www.youtube.com/watch?v=AR9G1dW_A5s
NanoXplore is a public company listed on the TSX-V and OTCQX under the symbols GRA and NNXPF respectively. Disclosure: At time of recording author (Dave Lee) owns shares of NanoXplore. This video is for informational purposes and is not a recommendation to buy or sell any stock or investment.
Timestamps
00:00 - Introduction
00:50 - What is graphene?
3:32 - Graphene, the first 2D material
7:10 - State of NanoXplore's capacity
11:45 - 2019-2020 sales numbers
13:29 - Where does NanoXplore's revenue come from?
15:13 - Examples of composite parts that use graphene
20:50 - NanoXplore's vision
22:43 - Commoditization of graphene
24:26 - IP and graphene as a platform
26:15 - Where do you see the most potential?
29:25 - Soroush's background and NanoXplore's history
36:45 - Automated factory and expanding production
39:30 - NanoXplore employee headcount
42:10 - Potential of graphene in energy storage
47:10 - Graphene in plastics
50:30 - Over the next 18 months, what's the breakdown of categories of sales?
53:40 - Powder and IP
54:35 - New customer acquisition
1:00:12 - Applications of graphene in autos
1:02:45 - Can graphene be added to metals?
1:03:42 - Top challenges for NanoXplore
1:06:13 - Partnerships with other battery manufacturers
1:09:11 - What improvements did graphene make to lithium ion batteries?
1:11:55 - Why not go all-in on LFP batteries?
1:16:12 - Will graphene be a huge market?
1:19:58 - Resources to learn more about graphene?
1:21:21 - Conclusion
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