2Sem.·

Further insights - Exciting company

$KULR (+14 %)

@All-in-or-nothing what I have found here and hope I may expand your contribution a little ✌️


$KULR (+14 %) develops thermal management and safety solutions for batteries.


NASA, the US military and major electric vehicle companies are already using their technology.


As electric vehicles become more widespread, battery safety will become even more important and $KULR (+14 %) is in a position to take a leading role in this area.


Expected sales growth until 2027:

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List of customers and partners:

( NASA, SpaceX and $LMT (+1,13 %) )

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The K1-S battery:


Aluminum intercoolers and flame arrestors prevent thermal runaway and keep the cells cool and safe. Together with the state-of-the-art battery management system, it is the ultimate power play.

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Roadmap- Pioneering electric drive and energy storage with cutting-edge thermal solutions that improve battery performance and safety.

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Seems like an interesting company with a lot of growth potential, now you've made me curious @All-in-or-nothing 😂.


@Multibagger
@Tenbagger2024 We need to take a closer look, but I think the customer base is really exciting and can be expanded. Q2 might not have been good though. I'll have to see what else I can find, I'll add it to my watchlist. 🤔

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26 Commentaires

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I also took a look at the company earlier, I'm also working on an analysis - it could be exciting thanks @All-in-or-nothing
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@Aktienfox well then tomorrow afternoon, when I'm unfortunately back in dt times, I'll have a good basis for deciding whether to part with 2 current performance wobblers in my portfolio and devote myself to 2-3 new opportunities. Because at the moment the curse of the small portfolio is hitting and paying in is out of the question in terms of challenge. I am simply 95% invested.
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@Aktienfox I was very pleased to find the company after detailed consideration simply super spannend👌🏻
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Are already on the watch list. I also find them exciting. I already have $SUNN, but that doesn't mean anything. You can't have enough worthwhile companies. My portfolio is crying out for tenbaggers. Yours too @Tenbagger2024, right?
I know that you have a lot of companies at the moment and actually want to concentrate on them 😉 But they're not all tenbaggers. I think €3.50 would be a good start. Let's see if you can get it for that.
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@Multibagger yes Q2 might not have been good, the customer base is great but you have to take a closer look at how they want to scale.
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@Multibagger
So far, my favorite is $APP in front of a Tenbagger. Let's see who wins the race 🚀
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@Tenbagger2024 for me, if you only count the initial purchase $PPTA.
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@Multibagger
I think this will probably go on for quite some time with the raw materials
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@Tenbagger2024 I Hope so 😎😉
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Top, thank you very much for what I think are great and useful additions to Unternehmen👌🏻. And to make you all curious, that was the point of the presentation😌😁.
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@All-in-or-nothing You have to take a closer look, get a bit more information about the management, etc. But the customer base is already promising. But investors must not have liked something recently, which caused the share price to plummet. Q2 was probably not received positively either.
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Thanks for the great addition.
Perhaps we should also take a closer look at our competitors.
And compare and see where the moat is.
Could it perhaps be $MOD Modine, $FIX comfort ,
$TTR1 , $2308,
KULR Technology Group's competitors in the field of energy storage and battery technology are companies such as Amionx, Upgrade Technology Engineering and Rolled Ribbon Battery Co. NeoVolta Inc. and the Chinese company Molicel, which is a subsidiary of the Taiwanese company Taiwan Cement, are also among the competitors.
Direct competitors in the energy storage sector:
Amionx:
This competitor focuses on safety aspects of lithium-ion batteries in the energy storage sector.
Upgrade Technology Engineering:
Another company that competes with KULR in the battery technology sector.
Rolled Ribbon Battery Co:
Another direct competitor in the battery technology market.
Molicel:
A subsidiary of Taiwan Cement, with which KULR develops technology for UAS (Unmanned Aircraft Systems).
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@Tenbagger2024 the management is probably not that great, there was probably also a reverse split in June, but there should certainly be potential, especially with the promising customer base. Let's see
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@BamBamInvest Correct, there was a reverse split at a ratio of 1 to 8, effective 23.06.25.

In my view, there is a great deal of technical and professional expertise in the management team at finden🤷🏼‍♂️. Some of the management have many years of experience in absolutely relevant areas, particularly technical and also in a large international context.

Insider participation (at management level) in the company is somewhere in the lower 10% range, which I consider to be appropriate skin-in-the-game halte👍🏻.
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@Tenbagger2024 You have to be careful with batteries in my eyes. If a manufacturer focuses on a certain type of production and this type of battery suddenly becomes obsolete, things will go downhill.
In vehicle manufacturing, development will continue at a rapid pace and the trend will be towards series production of solid-state batteries.
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@TradingHase
It's similar to the solar industry, the Chinese will determine the market through subsidies.
See Meyer Burger
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I have also found a rough summary, which may help to find differences to the competitors:

Novelty and unique selling points:- The kBMS uses an analog architecture with radiation-tolerant chipset specifically designed for mission-critical applications - an area where many standard BMS systems reach their limits.- Dual-redundant hardware increases reliability and reduces the risk of system errors.- The ability to recalibrate during operation (instead of replacement) significantly reduces life cycle costs.- The combination of low impedance MOSFETs, energy efficiency and the integration of AI software for real-time monitoring is rare in the market to date.Conclusion:
The kBMS is a novel and specialized development in several aspects that closes current gaps in the market for highly safe and adaptive battery management systems. There are only a few providers that offer comparable radiation protection and redundancy functions, especially for aerospace and defense.
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I am always cautious about the information provided by partners or customers.
The vehicle manufacturer Rivian, for example, is supplied with batteries by LG and uses its self-developed cooling management system.
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With which broker do you trade such stocks?
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@Tellotellz is also tradable via tradegate , lang&schwarz etc . Or just via US stock exchanges . In my case as an Austrian via flatex
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@Tellotellz Can also be traded via TR. SC and ZERO do not offer the value.
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@TradingHase also tradable at ING
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@Tellotellz I trade all these stocks directly in the USA via Flatex. Better price, better spread and, depending on the bet, even lower fees 😉.
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Tradable via smartbroker, scalable is not yet possible.
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Watchlist, analysis, I look forward to your further results. My small screening has shown that it could be a worthwhile investment. I have therefore bought an initial position. When you have finished your analyses, I will decide whether to expand!
I got it directly in the USA for 4.47$. My target price is 30$. OK, I still have a bit of jet lag😂😎
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@Multibagger That is the way😁😂.
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