Black Swan Stock Price, News & Analysis

Black Swan Graphene (OTCQX: BSWGF) has expanded its partnership with Thomas Swan & Co. Limited through a new non-exclusive distribution, reseller and warehouse agreement. The 5-year agreement positions Thomas Swan as a global distributor of Black Swan's Graphene NanoPlatelets (GNP) and Graphene Enhanced Masterbatch (GEM) products for the polymer additive market.

The partnership provides Black Swan access to Thomas Swan's global warehouse network, including locations in China, and leverages Thomas Swan's Polymer Performance Solutions division to distribute GEM products. The collaboration aims to enable sustainability improvements through bio-based and recycled solutions, potentially revolutionizing consumer packaging materials with enhanced strength, impact resistance, and barrier properties.

Black Swan Graphene (OTCQX: BSWGF) has signed a non-exclusive distribution and sales agreement with Ferro South Africa, a base material manufacturer specializing in polymers and industrial materials. Under the 5-year agreement, Ferro will distribute Black Swan's Graphene Enhanced Masterbatch™ (GEM) products and graphene nanoplatelet (GNP) solutions across South Africa.

The partnership aims to leverage Ferro's established network in industrial, packaging, automotive, and polymer sectors to accelerate the commercial adoption of GEM technology in the South African market. The agreement includes comprehensive terms covering pricing, logistics, documentation, invoicing, payment terms, and technical support, with provisions for renewal by mutual consent.

Black Swan Graphene (OTCQX: BSWGF) reported significant progress in its commercial initiatives for Graphene-Enhanced Masterbatch (GEM) technology. The company is expanding production capacity to 140 tonnes per annum, more than tripling current capacity at its UK facility.

The company is working with over 40 potential customers through its GEM strategy, partnering with masterbatch manufacturers for market penetration. Key applications include agricultural films, packaging solutions, and water bottles, with GEM delivering notable performance improvements: 20% weight reduction in TPU, 20% increased impact resistance in PP, and over 40% reduction in water vapor transmission in PLA.

Black Swan has secured a trademark for its GEM brand and is pursuing FDA approval for food contact applications. The company is positioned to leverage the growing agricultural films market, valued at $11.45 billion in 2023 with an expected CAGR of 8.8% from 2024-2030.

Black Swan Graphene (OTCQX: BSWGF) has secured a significant U.S. patent (No. 12,318,709) for its continuous graphene production process. The patent, titled "Process for the Continuous Production of Sub-Micron Two-Dimensional Materials Such as Graphene," strengthens the company's intellectual property portfolio and commercial position.

The patented technology enables efficient, continuous, and cost-effective production of high-performance graphene materials, crucial for applications in polymers, concrete, energy storage, and electronics. The patent protection extends until January 5, 2039, including the original 20-year term plus 771 additional days.

Black Swan Graphene (OTCQX: BSWGF) has signed a non-exclusive distribution and sales agreement with METCO Resources, a leading Indian supplier of specialty materials, to distribute Black Swan's graphene-enhanced masterbatches (GEM™) in India. The partnership aims to supply GEM products across India's industrial, packaging, automotive, and construction sectors.

The agreement represents a strategic expansion into one of the world's fastest-growing markets for advanced materials. Black Swan's GEM product line is designed to enhance polymer manufacturing processes by improving mechanical, thermal, and barrier properties while maintaining environmental responsibility.

Black Swan Graphene (BSWGF) has released a corporate video showcasing its operations at the Thomas Swan facility in Consett, UK. The facility operates under ISO 9001 and 14001 certifications and includes a dedicated Product Development facility with R&D capabilities. The company implements a Six Sigma quality control process and currently has a production capacity of 40 tonnes of high-quality graphene nanoplatelets annually. Black Swan has announced plans to expand its production capacity to 140 tonnes per year, positioning it among the leading global graphene producers.

Black Swan Graphene (OTCQX: BSWGF) held its Annual and Special Meeting of Shareholders with over 35% shareholder participation. The company successfully elected seven directors to its board: Harry Swan, Simon Marcotte, Peter Damouni, Michael Edwards, Roy McDowall, Dr. David Deak, and Rory Godinho. Shareholders approved the appointment of auditors, the company's Omnibus Plan, and the extension of certain insider options. The meeting followed the proposals outlined in the Management Information Circular dated April 28, 2025.

Black Swan Graphene (BSWGF) has ordered a next-generation production unit that will significantly expand its graphene production capacity from 40 to 140 tonnes annually. The new GEA Ariete 3160 unit will be installed at the company's existing UK facility at Thomas Swan & Co. Ltd., leveraging current infrastructure to minimize costs and accelerate implementation. The expansion is driven by growing demand across various applications, including polymers, concrete, and advanced composites. The company has already launched seven Graphene Enhanced Masterbatch (GEM) polymer products and is developing concrete admixtures that can reduce cement usage and carbon emissions by up to 30%. The expansion is partially funded by recent equity financing, which also supported key personnel hiring. Additionally, Black Swan has engaged Equitrend Data for investor relations services in a three-month agreement worth CAD$300,000.

Black Swan Graphene (OTCQX: BSWGF) has signed a preferred compounder agreement with Modern Dispersions Inc. (MDI), a leading thermoplastic compounds manufacturer. Under this strategic partnership, MDI will manufacture Graphene Enhanced Masterbatch™ (GEM) products using Black Swan's Graphene Nanoplatelets (GNP), with Black Swan serving as the preferred GNP supplier.

The collaboration focuses on integrating graphene into various polymer systems including polyethylene, polypropylene, thermoplastic polyurethane, and nylon. The GEM platform offers key benefits such as eliminating dry nanomaterial handling, enabling consistent dispersion, and simplifying customer processing. Both companies will leverage their commercial teams to promote GEM products globally.