Yes, it's still flying under the radar it seems. But news yesterday re: demand was good.
I've had the pleasure of meeting the CEO and COO as well as the key investors that brought the company public, and I think they're all committed to the long term success of the company. You probably already know that management are pioneers in graphene R&D, and certainly among the very first to look at graphene applications in 3D printing.
As for business model, I think "all of the above" (royalties, licenses, manufacturing), with manufacturing and sales of graphene enhanced filaments the early direction. I strongly believe they'll have a JV or partnership with a major player at some point- the potential is too great here.
I've been involved in 3D printing stocks for about 5 years now, and made a great return on them during 2012-2013 period. For right now, this is (by far) my largest investment in anything 3D printing related.