With strong early interest and a clear commercialisation roadmap, GCM is now well positioned to move toward first revenues in 2026.
GCM is going niche but high-value, thermal management in AI/data centres is a fast-growing segment with premium pricing potential. GCM can scale quickly with low capex due to its more modular production model.
Estimated revenue model
Unit Price $300 per graphite heat sink
Annual Units 100,000 (conservative)
Revenue $30M/year
EBITDA Margin 40% (due to in-house material & machining)
EBITDA $12M/year
With a tech-style valuation of ~10x EBITDA, GCM could potentially justify a market cap of ~$100–150M, compared to its current ~$25M
DYOR !!!!
GCM Price at posting:
1.2¢ Sentiment: Buy Disclosure: Held
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