Drexel University Discovery, page-15

First 15 Last

Share
Profile

Follow
Tradingday

1,748 Posts.

293

17/06/23

14:06

Post #: 68338735
Share

Originally posted by Next 10000: ↑

The way I see it the biggest threat to this tech is from Tesla who are working on silicon to replace the graphite in the anode with the aim of achieving an energy density of 500kWh, similar to what Li-s is achieving, making it suitable for aviation, and Ev's in particular. The difference is that Li-s will still have half the weight for around the same energy density. Then you have the Chinese such as CATL and BYD who will be trying to achieve the same with billions available and not shy of stealing technology but with considerable cutting edge knowledge and deep understanding of battery tech at the molecular level.

Nonetheless, notice how Li-s stay in their lane and seem to only emphasise the drone and aviation markets with little emphasis on what it could do for EV's with half the weight of existing batteries. Existing EV's are heavy so this matters. Maybe there is a limitation or negotiations underway that they can't or won't disclose as yet because on the face of it, the most ready volume market is EV's. Anyhow I'm intrigued even though battery tech companies abound and billions are being thrown at research, they appear to be onto something that will be massive if proven up so worth a place in a balanced risk portfolio. The stakes are huge as the world races to electrify so if they do indeed have the tech that can't be easily replicated, you can bet 1 or more of the big boys will be knocking on their door as the seek the battery edge over thier competitors.

Expand

Lis has nda (s) with ev related opportunities as they have disclosed before

LIS Price at posting: 28.0¢ Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

Reply

Top Stories

IMA

Issues emerging as Australian companies tackle critical minerals challenge

ARV

Smallcap Artemis Res' jumps 23% on six digit gold grade rockchip find at Titan

Tonight's US CPI data could set the tone for November. What are markets expecting?

ARB

Court process clears way for ARB to buy up 4 Wheel Parts business in the US

OCT

Octava Minerals joins the antimony train with high-grades on the radar at Yallagong, WA

There are more pages in this discussion • 1 more message in this thread...

First 15 Last

Add LIS (ASX) to my watchlist

(20min delay)
Last 10.0¢		Change 0.003(3.09%)		Mkt cap ! $64.02M

Open	High	Low	Value	Volume
9.9¢	10.5¢	9.9¢	$22.09K	220.7K

Buyers (Bids)

No.	Vol.	Price($)
2	146122	9.8¢

Sellers (Offers)

Price($)	Vol.	No.
10.5¢	64578	5

View Market Depth

No.	Vol.	Price($)
2	146122	0.098
1	169545	0.097
1	100000	0.096
6	217894	0.095
1	125000	0.092

Price($)	Vol.	No.
0.105	64578	5
0.110	17830	3
0.115	441294	1
0.125	60000	2
0.130	29739	2

Last trade - 15.51pm 10/10/2024 (20 minute delay)

LIS (ASX) Chart

Drexel University Discovery, page-15

Issues emerging as Australian companies tackle critical minerals challenge

Smallcap Artemis Res' jumps 23% on six digit gold grade rockchip find at Titan

Tonight's US CPI data could set the tone for November. What are markets expecting?

Court process clears way for ARB to buy up 4 Wheel Parts business in the US

Octava Minerals joins the antimony train with high-grades on the radar at Yallagong, WA

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Drexel University Discovery, page-15

Top Stories

Issues emerging as Australian companies tackle critical minerals challenge

Smallcap Artemis Res' jumps 23% on six digit gold grade rockchip find at Titan

Tonight's US CPI data could set the tone for November. What are markets expecting?

Court process clears way for ARB to buy up 4 Wheel Parts business in the US

Octava Minerals joins the antimony train with high-grades on the radar at Yallagong, WA

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News