A list of puns related to "QuantumScape"
I want to go into one of these battery stocks but not sure which one is likely to be the better one to go into. QuantumScape seem like the industry leaders in Solid State Batteries and Solid Power is likely to manufacture cells quicker and get to market first. Any further input would be appreciated.
If you had a chunk of money would you go into one of these battery companies specifically knowing the world is going electric or would you split it across the 3 or not go into any of them (why not?) Your thoughts are appreciated, would be nice to generate a discussion.
https://finance.yahoo.com/video/battery-tech-quantumscape-ceo-talks-175917031.html
Jagdeep is an outstanding leader.
This was just posted on Twitter by Tim Holme and I thought I can share it.
'We are excited to demonstrate the potential improvement of battery across other industries as well as EV's.'
Let’s just stay with one and let’s not divide, let’s be untied if you’re a true investor.
(Queue the normal disclosure. I am not a financial advisor. This is not financial advice. Do your own research. I also own a fist full of GMG shares that I plan to take to the grave, so I have a vested interest.)
Tl;DR
Okay, let's begin.
I will start off by saying that I am obsessed with this company. To the point where I've become more than mildly annoying within my friend group. No matter the topic of conversation, I'll find a way to pivot back to GMG.
If this is what it feels like to wholeheartedly believe in religion... then...I get it. Except, rather than trying to save my friend's souls and secure their place in the afterlife, I am trying to secure their financial freedom.
I've watched, read, re-read, re-watched, just about every the interview, article, tweet out there. If it was cast out into the internet ethos, I likely found it. The more I research the company, and space, the more I am convinced.
There is a real opportunity here to displace lithium-ion batteries. If you get nothing else from this post, you need to understand how massive of an opportunity this is.
Batteries are effectively the operating system that powers virtually all of our personal devices, work equipment, and more increasingly, our transportation and grid storage. As we transition away from fossil fuels, there is an increasing effort to "Batterify" nearly everything. Not to mention all of the new sensor
... keep reading on reddit ➡People are eventually going to lose interest and then they will finally announce it to the public and we will all just shrug it off and say whatever basically. Keep the momentum otherwise it’ll turn into a “I knew it!” situation and nobody will care. If they didn’t plan on releasing that info in a timely scheduled manner for marketing momentum there’s no point in releasing it at all.
My guess: 2.4 Billion cells manufactured in the year 2030... 6.5 million manufactured daily.
My logic:
QS main partner, VW sells more than 9M cars per year. Let’s say the #2 and #3 OEM partners sell a combined 3M cars per year. So the total annual sales for the 3 QS partners combined is 12M cars annually.
Average 200 cells per car (does 200 sound about right?)... 12M x 200 = 3.4B annually or 6.5M daily.
I assumed 100% of the 3 partners sales because, there will most certainly be a 4th and 5th OEM partner long before 2030... My numbers are conservative.
That's a lot of cells!
In an interview last week, Singh dismissed the doubts raised about last week’s reported breakthrough in battery pressure. He said the likelihood is that no pressure will be required regardless of how large the cell is.
Singh gave two reasons why the breakthrough works:
Rival batteries, he said, insert lithium foil in the anode—foil that has reacted with air in the atmosphere and thus cannot help but contain contaminants such as lithium nitride and lithium oxide. By using the anodeless approach, QuantumScape ensures that the lithium in its cells is never exposed to the air. “The lithium that shows up on the anode when we first charge it up is the purest lithium that we can imagine,” he said. “When you have contaminants, you require a lot more pressure.”
On the cathode side of the battery, the catholyte creates an unbroken interface with the separator, so there is always the required contact among all the battery’s components. On the anode side, the soft lithium does the same and is uncontaminated. “So pressure is in some ways a Band-Aid to deal with issues that you haven’t already solved at the fundamental level,” Singh said. “If you have a really good interface and really good-quality lithium, those challenges, we believe, are addressable.”
Since FEST recently got 200 millions in funding and they want to start building a pilot plant beginning 2022, I was wondering about a comparison. I only found rather old stuff: Bloomberg 20.4.2021
a) Apparantly, not so difficult to produce and might be a little cheaper than QS.
b) Still semi-solid.
c) " Chief Executive Officer Siyu Huang says Factorial’s current batteries reach energy density of 350 watt-hours per kilogram and 770 watt-hours per liter. The company’s aim is to reach 400 Wh/kg and 1,000 Wh/l. "
d) " Factorial’s battery can do up to 460 charge-discharge cycles before its capacity falls below 80%. That’s more than what Solid Power promises with 250 cycles, but less than QuantumScape at 800 cycles."
e) "Factorial’s battery cells tested over a long period could reach full charge in one hour. "
So all in all, I am not worried about the competition. Are there more recent figures?
Nice article by Seeking Alpha on QS today.
Press release of the results of 10-layered cells with 800 cycles.
QuantumScape - QuantumScape Achieves Final 2021 Goal Ahead of Schedule
This company came up on my radar a month ago when into came into the stock market as a SPAC. I definitely recommend doing your own research but the price is low and if this company hits a home run in the future the returns could be huge! Just wanted to put it on everyone’s radar.
Solid Power is an industry-leading developer of all-solid-state rechargeable battery cells for electric vehicles and mobile power markets. Solid Power replaces the flammable liquid electrolyte in a conventional lithium-ion battery with a proprietary sulfide-based solid electrolyte. As a result, Solid Power's all-solid-state battery cells are expected to be safer and more stable across a broad temperature range, provide an increase in energy density compared to the best available rechargeable battery cells, enable less expensive, more energy-dense battery pack designs and be compatible with traditional lithium-ion manufacturing processes. For more information, visit http://www.solidpowerbattery.com/.
Tesla seeks the best battery at the lowest cost regardless of form factor or chemistry. They stay abreast of battery developments and almost certainly are well aware of QS, especially considering that JB Straubel is on the board. There is mutual respect between Elon Musk and Herbert Diess, CEO of VW which may explain why Tesla has not openly shown an interest in owning all or part of QS. The QS battery, at the cell level, is the best there is that we know of, by far. Tesla knows this and are likely pursuing there own version of the QS battery. If Diess does not continue as CEO of VW, the best move for Tesla would be to hire Diess and buy QS.
Was haltet ihr von der Entwicklung von Feststoffbatterien?
Diese sollen kurz gesagt folgende Vorteile bieten ggü. aktuellen Lithium-Ionen-Akkus:
Solid Power (Koop. mit Ford und BMW) und QuantumScape (Koop. mit VW) sind hier schon recht weit gekommen. Die Kurse sind aktuell unten und könnten nun einen Einstieg bieten, falls sich die Technologie wirklich behaupten sollte. Nio ist auch schon so weit Autos mit der Technik zu liefern in 2022.
Allerdings ist mit der Serienreife erst 2024, 2025 zu rechnen.
Ist jemand schon investiert?
P.S. Bin ich hier richtig oder werden hier ungern einzelne Aktienwerte diskutiert? :-P
P.S. 2: Ich habe jetzt keine riesen Recherche betrieben, sondern bin durch den Beitrag drauf gekommen, falls jemand mehr dazu lesen will oder als Einstieg: https://www.businessinsider.de/wirtschaft/mobility/hoffnungstechnologie-feststoffbatterie-wann-kommt-die-e-auto-revolution-endlich-in-serie-e/
Looks like QuantumScape is still chugging along. Here a webinar on those results : https://www.youtube.com/watch?v=FNyrUOUOno8
Press release about the results of the 10-layered cells:
QuantumScape - QuantumScape Achieves Final 2021 Goal Ahead of Schedule
(Queue the normal disclosure. I am not a financial advisor. This is not financial advice. Do your own research. I also own a fist full of GMG shares that I plan to take to the grave, so I have a vested interest.)
It was suggested I share my DD with this group. This is a slightly condensed version of my OP
Tl;DR
I have spent countless hours researching/obsessing over this company. The more I research the company, and space, the more I am convinced.
There is a real opportunity here to displace lithium-ion batteries. If you get nothing else from this post, you need to understand how massive of an opportunity this is.
World wide the lithium battery market is valued roughly at $120 billion per annum with a CAGR of ~12.5% . At the time of writing this GMG is currently trading at $5.12 per on the TSXV under the ticker $GMG.V, with a total MC of $387.731M.
Batteries are effectively the operatin
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