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LIS 重复 KNI, 或 NVX / CHN / PPK?

2021-9-28 11:36| 发布者: mcexplorer | 查看: 38892| 原文链接

8月底就开始翘首以盼,直到今天。开盘2.0挤进去了,2.95出场。回调了,现在又进去了,看好5-6刀。

能生产锂硫电池的厂家千千万,但能提供氮化硼纳米管BNNT和纳米网Nanomesh只有LIS一家。它卖这两个配件以及收取专利使用费就行。前者防止多硫化物的穿梭shuttle效应,只容许锂离子的通过,增强对carbon sulphate阴极的保护,减少硫的流失。后者可以保证锂离子平滑地回到并均匀分布在锂阳极表明,以防止表面因不均匀分布而出现的树突或尖刺。这种尖刺就像屋顶的避雷针那样,对电池损害很大。


Regal is backing these two major themes:

Mining bull market taking off;
and
Green metals, especially batteries.


4 green stocks Regal is playing this theme:

Chalice ASX: CHN "(Chalice), we believe, has discovered a new tier-one green metals province, remarkably, only 60 kilometres east of Perth, which has the potential to become the most significant polymetallic discovery in Australia," he said.

Novonix ASX:NVX "(Novonix) is engaged in a diverse range of battery-related technologies, and is a global leader in producing high-quality synthetic graphite for battery anodes." It also has a collaboration with Tesla.

PPK Group ASXPK "(PPK) has made significant progress this year" in research and development. "PK's subsidiary Li-S Energy, which is developing lithium-sulphur batteries ... a competing technology to the well accepted lithium-ion batteries."

Li-S Energy ASXIS launched its IPO this week.
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