my thanks again guy...
...an interesting list. know some, though not all of those you mentioned
fyi, saft itself is traded on the euronext exchange in Paris...
what's more difficult to assess is how lthu and its technology stacks up against such companies. many are larger and better capitalized, but it's not always the biggest that is necessarily the winner.
guess it's clear i don't know the specifics of the sector or the major players -- just learning. but it's also pretty clear that the market is a large and growing one...one where there can be a number of winners...
in any case, my thanks again for your input...