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While the World Focuses on AI and Semiconductors, This Tiny Graphene Innovator Just Secured a Deal That Could Reinvent Global Infrastructure

Jul. 30, 2025 4:23 PM ET

Ticker: Argo Graphene Solutions (OTCQB: ARLSF | CSE: ARGO) On July 31, 2025, Argo announced a major graphene oxide supply agreement with Ceylon Graphene Technologies of Sri Lanka. The deal covers 1 metric tonne of graphene oxide paste — a volume that will yield around 50 tons of liquid dispersion for use in concrete.

Most investors are looking up — chasing sky-high valuations in semiconductors, electric vehicles, and biotech.

But the real transformation could be happening under our feet.

That’s because Argo Graphene Solutions — formerly Argo Living Soils — is executing a quietly brilliant pivot: using graphene, a supermaterial 100x stronger than steel, to transform the $1 trillion global construction industry.

And the latest milestone? A 1,000 kg graphene oxide purchase order that could mark the beginning of true commercial rollout.

From R&D to Real-World Use: The Shift Is On

On July 31, 2025, Argo announced a major graphene oxide supply agreement with Ceylon Graphene Technologies of Sri Lanka. The deal covers 1 metric tonne of graphene oxide paste — a volume that will yield around 50 tons of liquid dispersion for use in concrete.

This isn’t lab work anymore. The paste will be packaged into 77 industrial containers and shipped directly to Argo’s new Kenner, Louisiana mixing facility. That’s where it will be readied for field applications in concrete, cement, and asphalt.

This is the clearest signal yet: Argo’s commercialization plan is in motion.

Argo’s CEO Gets Hands-On with Global Supply

The agreement follows a high-level visit by Argo CEO Scott Smale to Ceylon Graphene’s R&D and production centers in Homagama, Sri Lanka — including tours of the Sri Lanka Institute of Nanotechnology (SLINTEC), one of Asia’s leading materials testing and certification labs.

Smale’s engagement shows Argo isn’t outsourcing this pivot — it’s engineering it from the ground up.

“Recent advancements in graphene production… highlight the transformative potential of graphene for the construction industry,” said Smale. “We’re excited to leverage this technology to deliver cutting-edge, sustainable solutions.”

Why This Deal Matters

This graphene supply agreement isn’t just a materials order — it’s a scaling trigger.

Argo now has:

A secure international supply chain
A U.S.-based processing facility in Louisiana
And a direct path to formulation, dispersion, and delivery for large-scale infrastructure projects

With recent R&D showing graphene-enhanced concrete delivers:

+44% increase in compressive strength
2x the crack resistance
200% gain in max penetration depth
And thermal conductivity enhancements

…it’s clear Argo’s product has the power to change the way we build roads, bridges, and buildings.

Market Context: Trillions in Play

Price: ~$0.58 USD / CAD $0.78
1-Year Gain: +122%
Golden Cross: 50-day MA above 200-day MA
RSI: ~60 — bullish but not overbought
Volume: Elevated and stable, suggesting informed accumulation

The technical story supports what the news is telling us: this stock is building momentum.

The Bottom Line

Argo Graphene Solutions (ARLSF / ARGO) is no longer a "story stock."

It's a company with:

✅ Real graphene supply
✅ Real infrastructure demand
✅ A U.S. distribution hub
✅ Global partners
✅ And now — the beginnings of revenue-generating rollout

It’s not often investors get to watch a micro-cap pivot into a trillion-dollar industry as it happens.

Put this one on your radar — before the institutions do.

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Small Cap Exclusive is owned and operated by King Tide Media, LLC, which is a US based corporation & has been previously compensated up to $150,000 for a campaign that ended in 2024. We have currently been compensated $270,000 on a previous campaign that ended April 2025, king tide media has been compensated up to $150,000 beginning on May 2025.

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