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Investors / Pre-revenue · data room under NDA

Pre-revenue applied research programme — commercial thesis under independent validation

The ten commercial theses on the homepage are anchored to peer-reviewed literature and industry sources. Investors may request access to a restricted data room containing the project dossier, stage-gate documentation, risk register, financial model and IP / confidentiality framework. Access is by application, NDA and Project Lead approval.

Apply for data-room access → Request investor briefing Validation roadmap Literature anchors
Forward-looking
statements

Statements on this page that are not historical fact — including descriptions of plans, expected outcomes, market sizing, cost trajectories, valuation comparables, certification timelines and any other forward-looking matter — are forward-looking statements. They reflect current expectations, are subject to material risks and uncertainties (including those listed in the residual-uncertainty register below), and are not guarantees of future performance, certification, regulatory approval or financial outcome. Forward-looking statements are made as at 23 May 2026 and INFORM is under no obligation to update them. Nothing on this site constitutes an offer or solicitation of securities, financial product advice, taxation advice or accounting advice. Refer to ASIC RG 170 (Prospective financial information) and RG 228 (Prospectuses) for general guidance applicable to forward-looking statements in Australia.

What investors see today

Programme posture
Stage

Stage 1 — Pre-Laboratory Activation. Lab execution on NO-GO / HOLD until M1–M4 evidence gates are closed. Plausible Australian TRL position: 3–4, rising toward 5 with field demonstration.

Evidence base

Mechanisms drawn from peer-reviewed literature; INFORM-specific outcomes are validation targets. The controlled INFORM research brief (21 May 2026) consolidates the evidence base across seven domains.

Governance

DMAIC / DFSS framing, BABOK alignment, ISO-aligned (not certified) document and configuration controls, and a maintained risk register.

Confidentiality

Detailed formulation, dispersion, electrode, DAQ and software-design parameters, supplier identities and the full financial model are confidential and provided only under NDA via the data room.

Ten theses, ten validation handoffs

The investor view of the same ten commercial theses presented on the homepage, with each thesis matched to its literature anchor and the work package / milestone / stage that will independently validate it.

#
Thesis
Literature anchor (indicative)
Boundary / contested flag
Validation handoff
01
Low-dose graphene-family addition can deliver meaningful compressive uplift in cementitious systems.
Jing 2021 (~48% at 0.05 wt% GO); Wang et al. (15–24% flexural GNP); Luong 2020 (~25% TG)
Range, not constant. Tyre-derived TG less studied than GO/GNP.
WP2/3/4 · M5–M6 · UTS lead
02
Engineering-relevant piezoresistive gauge factor.
Lab GF 30–300; Yoo 2018 (MWCNT GF=166 at 1 wt%); Jing 2021 (GO GF≈35 at 0.05 wt%)
TG piezoresistive GF not yet systematically published. rGO GF≈2000 (arXiv 2101.00140) is single-group, contested.
WP5/7 · Q06 · L21 reviewer
03
FJH offers a credible low-energy synthesis path from waste feedstock.
Luong, Nature 2020 (7.2 kJ/g; ~8 kWh/kg); 2025 scale-up (~5 kWh/kg)
No independently audited delivered price below ~$50/kg. Tour $50–$125/ton is theoretical floor only. Contested.
WP1 · Q08 · CRC-P partner replication
04
Dispersion science yields reproducible cement-pore-solution colloid.
Konsta-Gdoutos 2025 (3,600 kJ/L threshold with PCE); PCE:graphene 8–10/10–12 wt%; ζ>30 mV, PDI<0.3
INFORM batching repeatability unknown until measured.
WP3 · Q03 · M3/M5
05
Self-sensing conductive concrete is field-relevant.
MnROAD I-94; Birgin 2022 Valnerina bridge; D’Alessandro / Ubertini / Laflamme work
No commercially certified self-sensing concrete product as of April 2026. Graphene-cement SHM at TRL 4–6.
WP6/7/8 · Stage 3 pilot
06
Calibration stability and drift are the dominant blockers — and INFORM’s target.
2024 Constr. Build. Mater. bridge-SHM review S0263224120428X
Open research question. Not solved generally for nano-modified concrete.
WP5/6 · Q05 · Stage 3 (Australian environment)
07
A standards-aligned digital twin (PULSE) can monetise SHM data.
ISO 23247; ISO 19650; Gemini Principles; IoT stack standards; SHM SaaS $100–$2,000/asset/mo
PULSE today is concept interface only. SHM-DEIMC 2024 benchmark: no method fully verified in realistic conditions.
WP6 · Stage 2 · independent reviewer
08
Preventive monitoring beats the Law-of-Fives cost curve.
de Sitter 1984; FHWA / Austroads cost data; Mordor “$4–5 averted per proactive dollar”
INFORM-specific savings depend on Stage 4 field data.
WP9 · Stage 4 → S5
09
Standards gap is a defensible strategic objective.
AS 3600:2018 (Am 2:2024); ISO/TC 71 silent on graphene; ASTM C494 likely path; RILEM TC venue
INFORM cannot certify in absence of standard.
WP10 · L25 · Stage 5
10
SHM market is growing; SaaS comparables are credible; spread is wide.
Mordor 8.95% CAGR; MarketsandMarkets 10.4%; Grand View 19.2%; FMI 14% (ANZ 17.5%); Research Nester 18.5%; SaaS EV/Rev 4–10×; First Graphene (ASX:FGR) ~A$68M
2–4× spread is genuine uncertainty. Contested. No INFORM revenue today.
WP9/10 · investor data room

How an investor enquiry proceeds

Diligence pathway
1

Submit a data-room access request via the access form, identifying organisation, role, jurisdiction and intended use.

2

Project Lead triages within one Australian business day.

3

Counterparty NDA issued and executed.

4

Restricted Project Dossier, Validation Roadmap, Risk Register and high-level Financial Model summary released.

5

Briefing call scheduled, including independent review references and stage-gate evidence walkthrough.

6

Further documents (Six Sigma Design Review v2, CRC-P Submission Pack v2, partner contributions, IP/FTO) released in tranches as diligence progresses.

What this opportunity does not yet resolve

Residual-uncertainty register, carried from the controlled brief.

(a)

No independent replication of Tour-lab flash-graphene economics at >100 t/yr.

(b)

No commercially certified self-sensing concrete product despite 15 years of research.

(c)

2–4× spread in SHM market forecasts.

(d)

No Australian standard specifically addresses nano-additives to AS 3600 concrete.

(e)

Long-term environmental stability of graphene-cement gauge factor under Australian coastal / freeze-thaw conditions is not yet established at field scale.

Not an offer ·
Not advice

No statement on this site constitutes an offer or solicitation of securities. INFORM is not a registered managed investment scheme and does not provide financial product advice. Forward-looking statements are subject to evidence verification, WHS approval, partner availability, funding and standards alignment. Past or external literature performance is not indicative of INFORM-specific outcomes. Environmental claims (including any reference to CO₂ reduction potential) are statements of literature-supported potential pending project LCA under ISO 14040/14044 and do not constitute representations of carbon-credit eligibility under any compliance or voluntary scheme.