VLNC: Valence Technology, Inc.(fka VLNCQ)

[finbar99]

It's a 2010 paper, but it's one of the better overviews of the industry I've run across. Shows Valence in top 10 of global patent holders - neither A123 or JCI included on that list - most of the list is non-US companies - US outfits are behind the curve on Li-On in many respects according to the paper - JCI is up there in manufacturing capability, but not IP. A123 had a plant here, and one problem I've had is trying to separate what they were willing to bid on A123 between IP and PP&E - from this and your posts earlier Paolo - JCI doesn't appear to need capacity currently - which leads me to guess the bid was based much more heavily toward the IP; high cost plant may very well have been a liability.

http://unstats.un.org/unsd/trade/s_geneva2011/refdocs/RDs/Lithium-Ion%20Batteries%20%28Gereffi%20-%20May%202010%29.pdf