Research on Gelion (GELN) from Longspur Clean Energy
Gelion’s results show strong operational progress in moving its sulfur cathode battery technology forward. The company has built strong partnerships with major potential customers and has validated its technology in key applications. With the successful transfer to new CEO Matt Wood while retaining John Wood as a consultant, we see Gelion as having transitioned from a technology developer through validation to commerciality with modest commercial revenue now expected in FY 27. Our central valuation rises to 164p from 153p.
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