An Investment in Materials for a Sustainable Future
In 2016 The Carlton James Group made a leap to invest money into a very small company called Coretec Industries, LLC with a goal to help them bring their technology to the marketplace.
That small company then merged with a public company called 3DIcon Corporate, creating a new, publicly-traded entity in what today is The Coretec Group.
In October 2019, The Carlton James Diversified Alpha Fund made its first investment, $2.5 million, in The Coretec Group, because its management believes the Company will make a difference in the world, and that this difference would be profitable.
In Malcom Gladwell’s internationally renowned book “The Tipping Point: How Little Things Can Make a Big Difference,” he makes the case for how incremental, often subtle changes in attitude, belief, location, era, etc. can change things forever.
Our interpretation, of course, is that even the smallest of technological innovations can have a game-changing impact across a number of industries, catapulting some companies to stardom while rendering others inefficient and even useless.
Take the case of Elon Musk and Tesla. What was once considered a pipe dream – electric vehicle adoption – has now become a reality, in part thanks to many (many!) technological innovations and improvements along the way. Did Musk invent electric vehicles? Of course not. Did he find several ways to make them better? You bet. Now? While Tesla has become the highest valued automotive manufacturer in the world, its competitors are challenged and mostly falling in value, and some are even going extinct.
It is with this mindset that I seek to communicate our trust, support and belief in The Coretec Group, the US-based publicly held company utilizing a portfolio of silicon-based materials to pursue commercial development of products in energy-focused verticals such as energy storage, solar, and solid-state lighting, as well as printable electronics and 3D volumetric displays.
The Coretec Group recently detailed its most recent milestone when announcing its manufacturing partnership with Evonik Industries, a world leader in specialty chemicals. Through this partnership, Coretec will work with Evonik to produce pilot level volumes of CHS by the end of Q4 2020, which will then be available for customer application development.
I keep in mind something I heard my colleague Simon Calton, CEO of Carlton James Group and Board Director at The Coretec Group, say during the last call:
This last month or two, for everything that we've done; the additional patents, the additional relationships that we've formed, the supply agreement that we have, the moving of the offices, we are now in the position where we wanted to be in.
So, I could not be more pleased with where we are right now, and I just want to say thank you to the Coretec team, I think you are doing a great job. It's a completely different company now compared to what it was before.’
Having this continued, strong show of support from Simon is paramount to driving this company forward, and we are confident they will take advantage of the high-growth market opportunity in front of them.
We are excited for the group today, but more excited about tomorrow. If you have questions, please email me at firstname.lastname@example.org or connect with me on LinkedIn. I look forward to sharing more positive notes like these in years to come.’’
Bob Pain is the Chairman of the Carlton James Group, a private investment group specializing in diversified portfolios across varying global assets designed to protect investor capital against varying market conditions