Stockhead’s ‘Garimpeiro’ columnist Barry FitzGerald is back in the studio for another instalment of The Explorers Podcast.
In this episode, Barry speaks with GCM Corporation (ASX:GCM) managing director Clint Booth about the company’s pivot from explorer to industrial tech player, commercialising its Very High Density (VHD) graphite technology.
Designed for high-performance thermal management, VHD is being positioned as a potential alternative to copper and aluminium heat sinks in AI data centres, advanced electronics and electrification applications.
After spending 2025 validating both the technology and market demand, GCM is now prototyping products for customers and targeting first revenue in the first half of 2026.
The pair discuss the size of the thermal management market, independent testing showing superior conductivity, commercial pathways, potential US listing plans and how the McIntosh graphite project fits into a longer-term vertical integration strategy.
This podcast was developed in collaboration with GCM Corporation, a Stockhead advertiser at the time of publishing.
The interviews and discussions in this podcast are opinions only and not financial or investment advice. Listeners should obtain independent advice based on their own circumstances before making any financial decisions.
