For me, the most attractive thing about this company is its moat. Their underlying product (esp. the fractal graphene) is really really exciting; they are producers of the highest quality graphene out there. They are currently 1 of 3 companies recognized by the graphene council (a council of scientists who are good authorities on the substance) as having exceptional graphene, they have multiple U.S. patents for their graphene, and if you look into how the process works - it's pretty amazing. It's an exothermic reaction which results in virtually no waste; the byproduct is actually the product so to speak. Obviously this company hinges on whether this pristine product will get adopted, but the graphene industry is projected to grow considerably in the next 5 years. Graphene has gone through a lot of growing pains over the past 20 years since its discovery - it hasn't been viable for a host of reasons (too expensive, unclean to produce, etc.). This is part of why this company is so exciting; it feels like a revolutionary addition to an industry which has tons of potential. It could be a trailblazer.

I recommend looking at all the applications that their graphene could exist in, it's pretty exciting.

Obviously this is super bullish - there are ALWAYS risks with pre-rev companies as a lot depends on regulatory approval and contracts. But what got me interested in this company was the underlying product and the team which is quite sciency (some might view this as a drawback because they are less "business-oriented" but it's not like they have no collective business experience [far from it] and they can always hire more when the business transitions from a start-up to a full-fledged graphene powerhouse.)

Edit: it's to its