Off the top of my head and in no particular order:
1) The science: Physical properties of carbon fiber (vertically aligned/dense array) with high thermal conductivity/heat transference being a light weight material is well understood and very real. 2) High-caliber management team: Dr. Timothy Knowles (developer) and his team (prior to KULR, ESLI) has a long-standing history and working relationship with NASA 3) IP/patent history 4) NASA and NREL partnerships (both highly regarded organizations) 5) The Company's auditing firm, Marcum LLP, is one of the largest independent accounting firms in the US with a good reputation. 6) Wall Street Journal article (https://www.wsj.com/articles/nasas-work-to-head-off-battery-blazes-in-space-finds-uses-on-earth-1500638400) 7) KULR has presented at multiple respected thermal management and aerospace industry gatherings
KULR has real technology (materials science) with certain advantages over other solutions. In my humble opinion, the real challenge lies in the degree to which the Company can displace traditionally used thermal management solutions (i.e. aluminum, copper heat sinks). The electronics and battery cooling game is highly competitive with numerous products/solutions on offer by KULR's competitors. Additionally, materials science is constantly progressing with new and improved solutions having the potential to displace previously used ones (in consideration of economic viability and improved performance).
Perhaps the most important question to be asked and investigated is:
How competitive is KULR's HYDRA TRS (thermal runaway shield) product as a battery enclosure solution for EV automakers and the electronics industry in consideration of issues such as cost, weight, size, durability, reliability, heat sink capacity, ability to prevent thermal runaway propagation (safety benefit)?