Co.'s Graphene Used in New Screening Test for Lung Cancer

Source: Streetwise Reports 08/18/2025

HydroGraph Clean Power Inc.’s (HG:CSE; HGRAF:OTCQB; M98:FSE) patented, high-purity material has applications in healthcare, as in this case, but also in numerous other industries. Read on to learn why some experts say this company could be a future 100-bagger.

HydroGraph Clean Power Inc.’s (HG:CSE; HGRAF:OTCQB; M98:FSE) fractal graphene is an integral component of a new early detection test for lung cancer called LEAP, or Lung Enzyme Activity Profile, to be brought to the market via a collaboration between two California-based firms, Hawkeye Bio and Ease Healthcare, noted a news release.

HydroGraph’s ultra-pure graphene is the basis of Hawkeye Bio’s patented nanoscale biosensors, used in the LEAP, to measure enzymatic activity linked to inflammatory disease, a key biomarker in early-stage cancer detection.

“This is just the start of what I expect will be one application after another, starting this year and then rising dramatically in 2026,” wrote Jay Taylor in the Aug. 15 edition of Hotline.

This partnership shines a light on the medical potential of high-purity graphene, HydroGraph President and Chief Executive Officer Kjirstin Breure said in the release.

“Our ability to deliver graphene at scale supports groundbreaking diagnostics like Hawkeye’s biosensors and Ease’s LEAP test, ultimately saving lives through earlier detection and intervention,” she added.

Lung cancer kills more people in the U.S. than any other type of cancer, according to the American Cancer Society. This year alone, 227,000 new cases will be diagnosed and about 125,000 people will die from the disease, the ACS estimates. The lung cancer screening rate among eligible people is low at 16–18%, reported the City of Hope in April. The current screening method is a CT scan.

LEAP, on the other hand, is a simple but highly sensitive blood test that detects early signs of lung cancer, even in asymptomatic patients, and across all subtypes. When tested in high-risk populations, including older smokers, military personnel, firefighters, and first responders, LEAP showed a 99.8% negative predictive value, meaning the test’s overall accuracy rate is high. Ease Healthcare intends to get the diagnostic solution to primary care physicians.

Revolutionizing Graphene

Headquartered in Vancouver, British Columbia, HydroGraph produces and sells high-purity, SP2-bonded fractal graphene comprised of 99.9% carbon and 0.2% oxygen, according to the company’s website. The material is extraordinarily thin but ultra-strong and an excellent conductor of heat and electricity. Though mostly see-through to the human eye, graphene is so dense that no gas, not even helium, with the smallest atom, can permeate it.

To produce its graphene, HydroGraph employs a modular, compact reactor that ignites a mixture of hydrocarbon and oxygen using low energy and creating no waste. This scalable Hyperion detonation system results in exceptional purity and always identical batches. The quality, performance and consistency of the company’s graphene meet the Graphene Council’s Verified Graphene Producer standards.

Experts: Stock is Potential 100-Bagger

Jay Taylor, writer of the Hotline and Gold, Energy & Tech Stocks newsletters, is so bullish on HydroGraph, he now has 85% of his portfolio in the stock, as noted in his Aug. 15 Hotline. The company is up 1,213% since he started covering it on Jan. 3 of this year. Taylor rates it Buy.

“I believe Hydrograph not only has 10-bagger potential but also, as Kerry Landis and Kevin Bambrough have suggested, 100-bagger potential or more,” Taylor wrote in the July 25 edition of Hotline. Bambrough is a seasoned investor (the founder and former president and CEO of Sprott Resource Corp.), and Landis is a nuclear engineer.

HydroGraph’s graphene is not the graphene that companies began manufacturing after University of Manchester professors discovered the material in 2004, Taylor explained. These Nobel Prize-winning researchers created graphene by removing atomic layers of carbon off of graphite until left with material that was one atom thick. That graphene was much lower in purity, inconsistent from batch to batch and expensive to produce.

“That is one reason why investors have largely given up on their graphene investments,” wrote Taylor. “The promise of this amazing material has failed to live up to the hype.”

Rather, HydroGraph produces graphene with 100% consistency each time because it uses a different method, a low-energy explosion synthesis. The SP2 bonding and fractal nature of graphene set it apart from all the other graphene companies in the market, noted Taylor on Aug. 15.

Further, the company holds the patent to this graphene-producing technology through 2036, he wrote on July 25. The cost to produce its graphene is low, and its operating margin is high, at about 70%.

“The product improvement and cost reductions of the innovative nanotechnologies that Hydrograph offers appear to be without limit,” Taylor wrote.

More than just a manufacturer and seller of its graphene and Hyperion units, HydroGraph is an innovative materials science technology company, highlighted Taylor. HydroGraph is working with about 65 companies and the U.S. military, innovating ways to tailor its graphene to meet their industry-specific needs, and is patenting these newly engineered products. Along with healthcare and defense, other industries with graphene applications include construction, energy storage, automotive, and industrial. For many of the entities HydroGraph is working with, their 18-month product development cycle with the graphene producer is about to end. Contract signing time is approaching, and this is the reason Taylor is “pounding the table for this story now,” he wrote.

Nuclear Engineer Kerry Landis, who introduced Taylor to HydroGraph, began investing in the company in early 2022 shortly after its initial public offering, he told Taylor in a July 17 interview. When he discovered HydroGraph in the early 2020s, he heard it produced a 99.8% pure graphene.

“That’s never been heard of,” Landis said. “I know there’s no other company in the world that does that.”

Landis likes HydroGraph’s vast opportunity in terms of potential applications of its graphene as well its management team and its economic prospects. He calculated that 25 Hyperion units (each producing 25 tons per year with a 10-year life), would generate about US$125 million (US$125M) in annual profit, he told Taylor. (It takes two to three months to build one Hyperion unit.)

In one year, 25 Hyperion units, each producing 25 tons per annum, would yield 625 tons total. For his calculation, Landis used a US$200,000 per ton (US$200K/ton) profit based on a US$250K cost to produce one ton, a US$500K per-unit capex, and a 20% operating cost. The total of 625 tons produced per year multiplied by the per-ton profit of US$200K equals US$125M.

Landis noted HydroGraph would turn profitable after producing and selling 100 tons. Even at a very low price:earnings ratio of 10x, Hydrograph would become a multibillion-dollar market cap company.

Kevin Bambrough, CEO of Energetic Media, told Taylor in an Aug. 7 interview he has never seen an investment opportunity with upside anywhere close to HydroGraph’s, and he has invested in many companies in his career that have turned into 10baggers. Bambrough believes this Canadian graphene company could become a US$1,000 stock.

“It’s an understatement to say I’m on fire [about HydroGraph],” Bambrough said. “I could say honestly, I’ve never been so excited about a company in my life.”

He highlighted the importance of HydroGraph’s graphene being S2 bonded and only needing to use a little of it due to its potency. The company figured out how to enhance its graphene and make new, more powerful variants of it, and has several pending patents. HydroGraph’s per-unit capex is extremely low, the return on capital is impressive at 44 days for each unit, and its Hyperion technology is scalable. The company will not need to raise capital or dilute shareholder value ever again, even though sales are about to kick off.

Bambrough presented a scenario in which HydroGraph has 1,000 Hyperion units on 2 acres of land, producing a total of 25,000 tons of graphene per year. These machines would generate a minimum of US$6.25 billion (US$6.25B) in annual revenues and US$5B in annual operating profits.

From a technical standpoint, HydroGraph’s stock shows “one of the most explosive breakout charts I’ve ever seen in my life,” Robert Sinn, trader, market analyst and founder of Goldfinger Capital, wrote on Aug. 12. HG has had a 10x rally in just one month’s time after a “textbook chart pattern bottom breakout” last month. At the end of July, the pattern formed a parabola, the curve of which has become more extreme since.

“Hydrograph is in a ‘running bull market,’ one of the most powerful examples of this phenomenon I’ve ever witnessed,” Sinn wrote. “There is no way to predict where/when this manic rally will end.” Too early to call it a top, added Sinn, HG could climb to CA$4-plus before the next 40–50% correction happens. (From where HG was trading at the last market close, the return to CA$4 is 36%.)

27.5% CAGR Expected for Graphene

According to BCC Research’s July 25 report, the global graphene market is projected to expand in size to US$2.3B by the end of 2030 from US$694.4M in 2025, reflecting a 27.5% compound annual growth rate.

Use of graphene in three key segments will drive growth through the forecast period, as noted in “Global Graphene Market.” One is flexible and wearable electronics like smartwatches, fitness bands, and electronic textiles because graphene enables more advanced and durable designs. A second is energy storage systems as graphene improves their charge capacity, speed, and life span. The third is electric vehicles and aerospace. Graphene is used for lightweight composites, better batteries, and heat management, and its strength and conductivity help reduce weight and improve performance.

The most dominant end use of graphene through 2030 will be energy, the market research firm pointed out. This is due to the rapid adoption of graphene-enhanced anodes for lithium-ion batteries, hydrogen fuel cell membranes and electrode materials for supercapacitors.

Graphene is used in many other industries, including transportation, in composites that enhance fuel efficiency and performance. In electronics, the material is being used increasingly because its conductivity and flexibility allow for flexible displays, high-speed transistors and energy-efficient sensors. Graphene-enhanced concrete and asphalt are being used in green building and smart city projects. In biomedicine, graphene is used in products such as biosensors, drug delivery systems, and antimicrobial coatings.

The Catalysts: Contracts on Horizon

HydroGraph is in discussions for offtake agreements regarding its graphene and expects to receive its first commercial contract this year, Breure told Taylor and Bob Moriarty of 321gold in a July interview, reported Streetwise Reports. This year likely will yield some smaller contracts, with larger ones starting to materialize in 2026. [OWNERSHIP_CHART-11358]

“We have had a lot of interest from a lot of parties, some government-affiliated, some defense-related,” Breure said.

Another catalyst is the completion and opening of a new, larger and more efficient factory in Texas, capable of producing 25 tons per year versus 10, the output of its current facility. The new plant should be up and running in Q1/26 or Q2/26.

Also, next year, HydroGraph plans to start trading on the NASDAQ.

Ownership and Share Structure

According to Refinitiv, insiders and management own about 3% of HydroGraph, and institutions hold less than 1%. The rest is retail.

Top shareholders include Robert Wowk with 0.95%, HydroGraph Board Member Dr. David Morris with 0.67%, David Williams with 0.66%, Paul Richard Cox with 0.43% and HydroGraph CEO Kjirstin Breure with 0.22%.

The company has 266.8 million shares outstanding. Its market cap is CA$550.7M. Its 52-week range is CA$0.10–2.96 per share.

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( Companies Mentioned: HG:CSE; HGRAF:OTCQB; M98:FSE, )

Source: https://www.streetwisereports.com/article/2025/08/18/co-s-graphene-used-in-new-screening-test-for-lung-cancer.html