I’ve just started a position in FAC. Factorial energy. They developed a solid state battery that has shown great results.
Currently 9% owned by stellantis. Testing with Mercedes. Have relationships with Hyundai, Kia and SK On (who can help them with mass production).
Moat: EVs, aerospace, drones, robotics, etc.
Currently only hold MOUs and awaiting confirmed purchase orders. But if those come they are likely to be huge and quick.
Not financial advice but I think it’s worth a punt.