High energy density pouch cells, due to their custom-build nature, light packaging, reliability and small size are well-suited for automotive use, radio-controlled aircraft and cars, drones and ultra light laptops. Wearables as well.
The market is backing success. It’s been right so far. If this all comes in, then this price is a joke. No back yard mechanics here. Mobile phones run on single cell batteries. Tables generally run on 3 cells unless they are the untra light models. That’s the future anyway. Who wants bulky heavy laptops.
LIS is testing a 4 cell and a 10 cell now. Success here means any number you can guess. I expect real number updates this year given the testing has been underway. should be a big year for LIS on reading that newsletter update.
I don’t see the tech as being a problem. The market is always going to interfere with the journey. Good companies tend to overcome bad markets over time. Risk in everything of course.
LIS - POSSIBLY the next NVX?, page-28
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