Member Info for Chockl

I know it's sponsored but I've been waiting for some analyst reporting which dives a bit deeper into the market

Looks like they tripled their investment in Gelion in the last few months. Definitely vote of confidence. Hopefully this spurs on some more institutional investors.

Lots more buys again today.

Some big'ish traded today. Gelion have been very quiet as well. Might be an announcement soon.

I wonder if it was the Proactive interview yesterday. I thought the CEO was more bullish than normal on long term potential uptake and confirming he thought Gelion were ahead of any competitors.

Exciting technical update. No other sulfar cathode technology has shown these types of results in these scenarios. Great to see TDK expanding testing into other battery types.

The market is focussed on income but these updates show the real commercial potential and opportunity here.

I'd recommend reading the publicly available accounts to be honest 👍

You're welcome to your opinion on the appointment but the cash reserves comment is just incorrect. End of year presentation confirmed at least 18-24 months cash runway. That didn't include much revenue from BESS...

Significant name to bring on board. Great validation of the technology and someone you want in the room when talking to potential partners. Hopefully he does some media interviews on Gelion soon!

A fair amount of activity since your post...

I've also been loading up more at this price. 2026 could be a real breakout year as commercialisation starts and this is a great base to ride any SP increases up.

TDK does appear to be a great fit. Gelion tech plugs an obvious gap for them. The work with Nottingham Uni on solid state batteries and sulfar could be significant in the future with them. This is setting up very well for a med / long term run!

Great progress announced today. When the name of the tier 1 battery manufacturer is released then the comms and media can be accelerated. 3 year time horizon looks great if the convert that partnership to a commercial deal.

I presume the military will need battery storage solutions as well as batteries for things like drones. That ticks off both the sulphur and sodium technologies.

I would suggest anyone interested in Gelion as an investment looks into the target technology milestones/achievements that rivals are forecasting and compare them to today's results. Gelion is flying.

Still a long way to commercialisation with real challenges but they are in a great position currently.

For context, Lyten is targeting 500 cycles by 2026! This is a significant demonstration of the technology.

Definitely something is cooking as the company has been quiet for a few weeks. That normally precedes an announcement but who knows.

On the last company call the CEO mentioned that the battery manufacturers they are speaking to believe a quicker development process is achievable. Hopefully the pace keeps increasing!

Great to see the ACPC commencing and also interesting that they did not need to bring a commercial partner in to match the ARENA contribution.

Distributing the CAM quickly is essential yo keep momentum up!

If Gelion can start rolling out more projects through Integration Solutions then the need for further raises and share dilution decreases. Smart move and hooe they pull it off.