Australian (ASX) Stock Market Forum

LIS - Li-S Energy

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martaart077 said:
I encourage you to have a look at the Janus director, Dooley, and his involvement in ASX listed IGE. It may throw some uncertainties into the mix
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Well, I'm at a loss. I don't know what this company does other than 'research batteries' and spend a lot of money. My rule of thumb is if I can't figure out what the investment case is within 30 seconds of looking at a company website then something is wrong.

How is this any different to a pharma company which starts off with heaps of cash and then burns it to nothing? One heck of a premium to pay right now. What do holders here hope for? Elon to give them a shoutout on twitter?

I've never seen any of these university tech spinoff/partnerships ever work out for shareholders in the long run.
 
Up 45%

Screenshot_20230404-102357_Drive~2.jpg


Li-S Energy CEO, Lee Finniear commented:
“The development of these new battery cells is another validation of the strength of our scientific and technical teams, and our collaboration with Deakin University and other Australian and international institutions. This outcome demonstrates the strength of our progress over the last year. In the coming months we look forward to commencing the production of commercial samples for our partner."
 
" .. the cells also incorporate Boron Nitride Nanotubes (BNNTs) into the cell construction to reduce
dendrite growth to further improve safety and cycle life."

See PPK.AX
PPK is a major shareholder in Li-S, 45% if CommSec is up to date.

Screenshot_20230404-103902_Chrome.jpg
 
The Triangle said:
Well, I'm at a loss. I don't know what this company does other than 'research batteries' and spend a lot of money. My rule of thumb is if I can't figure out what the investment case is within 30 seconds of looking at a company website then something is wrong. .
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Market cap .... $46 mill
Cash at end Q. $33 mill

Screenshot_20230818-083858_CommSec.jpg


They've spent the cash, got something to show, but are they ready, and will they find the customers? Timeline looks extended.

OUTLOOK

In 2024 our focus will be on completing the commissioning of our Phase 3 facility and building up our cell testing capabilities to ensure that we are in a position to produce data sheets and test cells for a range of partners and prospective customers. It has become clear that the largest near-term opportunity is in the drone and eAviation markets, but there are also significant opportunities we are exploring in the heavy vehicles and defence sectors.

As we approach completion of our Phase 3 facility we are also turning our attention to the longer term. We have developed plans for a 200MWh facility in the coming years, that will be able to produce commercial quantities of batteries for the first time and generate significant revenue. This is a significant standalone project that is not tied to the location of our Phase 3 facilities in Geelong and we anticipate leveraging support from Governments and partners as we progress our plans further. Into the long-term we continue to anticipate lithium sulfur gigafactories on the horizon. However, it is increasingly evident that capacity increase is best served by technology licensing since we believe that re-tooling of existing facilities is more viable than a greenfield new build.
 
martaart077 said:
We will be on to fusion power by the time LIS stops researching and developing stuff and actually gets on with commercialising something. As is their brief.
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quite possibly... sounds like "boffin central".

REVIEW OF OPERATIONS
The Company has achieved important progress across key areas of the business in the six months to 31 December 2023, as we continue to build our production capacity, partner relationships and technical capabilities.

Key events during the first half include:
• Completed construction and installation of our Phase 3 production facility. When commissioned, it will allow us to produce additional battery cells for partners to undertake more testing.
• Expanded our scientific, technical and production scale-up capabilities with the appointment of a number of
experienced new staff.
• Continued development, enhancement and optimisation of our technology to improve our semi-solid-state cell technology and enhance safety.
• Established a global advisory panel to support the Company’s international awareness, partnership development
and long-term production partnerships.
• Entered a collaborative program to design and build a high-endurance solar UAV with two pioneering Australian companies, Halocell and V-TOL Aerospace, targeting dawn-till-dusk flight times.
.
The last point is a new tilt; wonder if anything will take off. Halocell is playing sound with perovskites

Screenshot_20240218-121451_Drive.jpg

.

Halocell Arrives at V-TOL for Pegasus I Test Program – V-TOL Aerospace

v-tol.com v-tol.com
.
meantime, $26 million left, having spent $12M in the last year.

listed for 2 and a half years. SP not showing much life...:
Screenshot_20240218-121827_CommSec.jpg
 
IMO
LIS is more like a research institute. No staff are reliant on turning a commercial buck.

Initially their business plan included setting up a small scale battery production facility to demonstrate how an existing facility could be readily modified at low cost to incorporate their new lithium batteries containing BNNT.
Somewhere along the way their business model changed to setting up to produce batteries themselves.
In the meantime, more agreements, more partners, more testing, more more more. Until we reach net zero.
 
they would like to commercial use something, but have little to no idea about how to ... is my take.

meetings can be very exciting!!
 
Dona Ferentes said:
Market cap .... $46 mill
Cash at end Q. $33 mill

View attachment 161120

They've spent the cash, got something to show, but are they ready, and will they find the customers? Timeline looks extended.

OUTLOOK

In 2024 our focus will be on completing the commissioning of our Phase 3 facility and building up our cell testing capabilities to ensure that we are in a position to produce data sheets and test cells for a range of partners and prospective customers. It has become clear that the largest near-term opportunity is in the drone and eAviation markets, but there are also significant opportunities we are exploring in the heavy vehicles and defence sectors.

As we approach completion of our Phase 3 facility we are also turning our attention to the longer term. We have developed plans for a 200MWh facility in the coming years, that will be able to produce commercial quantities of batteries for the first time and generate significant revenue. This is a significant standalone project that is not tied to the location of our Phase 3 facilities in Geelong and we anticipate leveraging support from Governments and partners as we progress our plans further. Into the long-term we continue to anticipate lithium sulfur gigafactories on the horizon. However, it is increasingly evident that capacity increase is best served by technology licensing since we believe that re-tooling of existing facilities is more viable than a greenfield new build.
Click to expand...
Latest annual report mentions ambitions to develop a 500mwh manufacturing plant. Up from the previous ambition of a 200 mwh plant.

How realistic can this be in Australia, even with govt support?
Surely the Chinese will ensure that this can never be economically viable in Australia.
 
someone's buying
Screenshot_20241028_145005_CommSec.jpg

..
presentation out on 21/10 ... takes off today

Our markets & partners​

We are targeting markets where the most energy dense cells are projected to command 5 to10 times the price of normal EV cells

SECURITY & DEFENCE
• Key targets: drones and light weight military batteries
• $1.27B annual military battery market by 2030
• Partners currently under NDA
DRONES
• Drones market size by 2027 - $61B
• Annual battery market by 2027 - $12B
• Partners – V-TOL Aerospace, Boeing InSitu
eAVIATION
• eAircraft sales p.a. by 2035 -15,000
• Annual battery market by 2035 - $20B
• Partners: Magnix/NASA – others under NDA
 

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