High Wire Networks Inc (HWNI)

[tykundegex]

Anyone care to chime in on the MRFC space in general, and the potential threat to Mantra's IP by emerging tech (e.g Dr. Licht from GWU)? I'm not provoking, just trying to see if MVTG longs follow the space in general, or just blindly follow Mantra? (ok, that was provoking..)

Personally, before I invest in a micro (nano) cap company, I learn the space. I try to establish a landscape of competition and market potential... I do not simply trust the company's own statements about this (well, I used to, but I got burned and learned my lesson).

So if you follow Mantra and believe their MRFC tech is the cat's ass of fuel cell technology, I invite you to share for us all any objective competitive analysis. Ecomike has shared (shoved?) his comparison with H2-based FC's, but there's a far larger competitive landscape out there including other mixed-reactant technologies. I posted yesterday about one with a theoretical 10x improvement on energy density over formate salts using in Mantra's FC's.

There is also the fact that Ballard is going to release an FC membrane that does NOT use expensive rare-earth material like platinum, which would seem to chip away at one of the proclaim "moats" of Matra's MRFC advantages.