LIS 3.70% 13.0¢ li-s energy limited

Only problem for NVX @itsdank is if the LIS team are successful...

  1. 463 Posts.
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    Only problem for NVX @itsdank is if the LIS team are successful in commercialising their product, large elements of the NVX business become obsolete, or something close to it. I'm sure given their A-Grade board they'll be reaching out in short order to see where they can work together with LIS rather than allow NVX to become blockbuster to LIS's Netflix.

    Not sure what the correct price is for LIS, but the optionality if they commercialise successfully is incredible and could easily justify the current market cap. The application of the nanomesh to the current generation of Li-Ion batteries alone could possibly justify the valuation with the development of the Li-S battery the upside kicker - Eternalgrowth
 
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