Hi,

We're looking at an engagement with a client that has some IP and some competitive advantages, but while their space is new to the civilian world (solid state sensing equipment for aircraft) we're trying to get a handle on how to quantify the value of the "IP moat" that they seem to be building.

We are studying this in order to articulate that value properly to investors. The question about "how to talk to material science companies" stems from getting a handle on a) what is just over the horizon that is a game changer in mat. sci. and b) what is a sane way to evaluate such predictions? A related question is around battery tech and what are reasonable assumptions (from mat. sci. experts) about the type of disruption that is needed (or is coming) to make the current efficacy growth of 3% per year to accelerate to levels needed for certain applications (aircraft)