VLNC: Valence Technology, Inc.(fka VLNCQ)

[finbar99]

I think that makes a lot of sense here just given what happened with A123, and the direction of the Valence case within the bk court would seem to corroborate my speculation. I suspect too that Berg may have realized after A123 went to Wanxiang that the industry has changed - the uphill battle that Valence always had competing against larger but still relatively small players like A123 just got much steeper. He's not going the auction route - but he seems to be sending a signal that the big boys can fight for the IP here if they want - Berg is a very smart man - I'd say he also senses some vulnerability at JCI, and probably that JCI's competitors see the same.