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QuantumScape. Solid state batteries that charge to 80% in 15 minutes for 1000 cycles.

Posted on 6/29/23 at 7:52 pm
Posted by The Baker
This is fine.
Member since Dec 2011
16192 posts
Posted on 6/29/23 at 7:52 pm
Its been one of the most heavily shorted stocks on the market. The common attack is that it is a pre-revenue SPAC.

I’ve been watching for a while and it looks that it may have found solid footing between $6-7. They have enough cash to get them through 2025 and are expected to start manufacturing in 4Q 2023/ 1Q 2024. So far the samples they’ve sent to their OEM partners to be independently tested have come back positive. These are VW and others. Also, there is no anode on these batteries, so that would simplify its supply chain vs other companies. They (solid state batteries) also don’t catch fire apparently, so there is an increase in safety.

This is a slide from their most recent PR.


The lead battery engineer for Audi appeared excited about QS batteries during an interview. If the slide is true, wouldn’t this be a major breakthrough innovation in the battery industry?

For growth stock pick, is this a good gamble? Or am I the only sucker here? These would actually address the main advantage of ICE vehicles over electric, making refueling/charge times almost the same. Sitting at $7.78 at the time of this message.
This post was edited on 6/29/23 at 8:08 pm
Posted by TigerDeBaiter
Member since Dec 2010
10270 posts
Posted on 6/29/23 at 8:07 pm to
quote:

gamble


sure. But that’s all it is. From my understanding it is yet to be a proven technology.

Toyota is supposedly working on solid state batteries… not sure if I’m house or supplied like someone like this.

If you want another heavily shorted battery stock check out ENVX. I’m in this a bit. Promising but also a drama follow. Cohodes is entertaining AF.
Posted by The Baker
This is fine.
Member since Dec 2011
16192 posts
Posted on 6/29/23 at 8:10 pm to
quote:

ENVX

Thank you, Will check them out.

quote:

From my understanding it is yet to be a proven technology.

As far as this goes, apparently their solid state batteries have performed according to the OEM partners who’ve tested the samples independently in their labs. They have 24 layer cells ready to go for mass production in Q4.
This post was edited on 6/29/23 at 8:11 pm
Posted by Lickitty Split
Inside
Member since Apr 2017
3915 posts
Posted on 6/30/23 at 12:50 am to
How much is it to replaced a battery that is permanently dead? Is this more than rebuilding an engine?

Electric is not the answer. It’s just a means to the end of having complete control over you and your travel s d hurting oil and gas companies.
Posted by kywildcatfanone
Wildcat Country!
Member since Oct 2012
119711 posts
Posted on 6/30/23 at 5:10 am to
Toyota will be using this technology. This is what will make EVs interesting to the masses. But people will need to understand resale values tank each year more than ICE.
This post was edited on 6/30/23 at 5:12 am
Posted by Shepherd88
Member since Dec 2013
4596 posts
Posted on 6/30/23 at 7:26 am to
quote:

It’s just a means to the end of having complete control over you and your travel


Lol they already have this bro.
Posted by GeauxTigers123
Member since Feb 2007
1398 posts
Posted on 6/30/23 at 8:36 am to
quote:

But people will need to understand resale values tank each year more than ICE.


I think EVs are going to be bricks after 10 or 15 years unless aftermarket companies can work on batteries and electronics.

I will say there are companies refurbishing Prius batteries at reasonable rates. But the jury is still out on EVs. Idk if they can be better for the environment if they are totaled after 10 years.
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2024 posts
Posted on 6/30/23 at 9:36 am to
The main issues on my 07 ram are electrical gremlins. I'm doubtful the cybertruck or any other EV will be able to match ICE pickups life span in a rural/farm environment.
Posted by The Baker
This is fine.
Member since Dec 2011
16192 posts
Posted on 6/30/23 at 11:01 am to
If it would help discussion about the stock, they are expanding scope outside of EV’s
to all consumer electronics. Phones, tablets, w/e.
Posted by notsince98
KC, MO
Member since Oct 2012
18099 posts
Posted on 6/30/23 at 11:54 am to
just say no to lithium. the environmental impacts and slavery are starting to catch up with it.
Posted by SuperSaint
Sorting Out OT BS Since '2007'
Member since Sep 2007
140462 posts
Posted on 6/30/23 at 12:09 pm to
quote:

I'm doubtful the cybertruck or any other EV will be able to match ICE pickups life span in a rural/farm environment.
what's the percent of pickups are ran in a rural/farm environment? Honest question. Has to be less than 1% right
Posted by kywildcatfanone
Wildcat Country!
Member since Oct 2012
119711 posts
Posted on 6/30/23 at 12:15 pm to
quote:

percent of pickups are ran in a rural/farm environment?


quote:

Has to be less than 1% right



No farm can operate without a pickup that I am aware of.
Posted by SuperSaint
Sorting Out OT BS Since '2007'
Member since Sep 2007
140462 posts
Posted on 6/30/23 at 12:47 pm to
quote:

No farm can operate without a pickup that I am aware of.
agree

Maybe I worded it wrong

Out of all the pickups being sold in a given year, I'm guessing it's a very low percentage of them being used on a farm
Posted by UltimaParadox
Huntsville
Member since Nov 2008
40904 posts
Posted on 6/30/23 at 12:56 pm to
quote:

Out of all the pickups being sold in a given year, I'm guessing it's a very low percentage of them being used on a farm


I would definitely say under 1% is almost a certainty.
Posted by The Baker
This is fine.
Member since Dec 2011
16192 posts
Posted on 6/30/23 at 1:46 pm to
quote:

rural/farm environment.


I’m not investing in batteries bc I think their target sector is farm equipment.

I know there is an ideological divide on this board regarding EV’s in principle. I am however looking for potential profits, EV’s are popular in Europe and in Asia. Also these batteries (if successful) will potentially replace all batteries from the ones in your computer, phone, and many consumer electronics.

Think of it as a major leap in battery performance in generality.
This post was edited on 6/30/23 at 3:35 pm
Posted by SECdragonmaster
Order of the Dragons
Member since Dec 2013
16265 posts
Posted on 7/1/23 at 5:37 am to
quote:

I think EVs are going to be bricks after 10 or 15 years unless aftermarket companies can work on batteries and electronics.


Not the Tesla. For the last 1-1.5 years, they have transitioned to the new 4680 battery cell in the USA.

quote:

Back in October, the head of Tesla's battery research team, Jeff Dahn, shared some details of his research during an Energy Storage & Sustainable Engineering videoconference. Dahn revealed that, after three years of testing, he found that his cells had a lifespan of over two million miles. He has tested his battery over 20,000 cycles at a depth of charge-discharge of 100%, and found that his battery can last 15,000 cycles and still have 90% of its capacity. If we multiply 15,000 by his estimated driving range of 217 miles, we get 3.25 million miles in the worst-case scenario, which is when the battery fully discharged and charged every cycle. Therefore, Tesla's progress in obtaining a battery that lasts a million miles is obvious.


On top of that, you never charge/discharge at 100%/0% so in theory, the current battery (in a warm climate) could last 3-5 million miles.

The average person drives 20k miles per year which is 100 years of driving to hit the 2 million miles mark.

What if you could buy a 50k car (model 3) and not ever pay for gas again or any maintenance other than tires?
Posted by GeauxTigers123
Member since Feb 2007
1398 posts
Posted on 7/1/23 at 8:07 am to
quote:

What if you could buy a 50k car (model 3) and not ever pay for gas again or any maintenance other than tires?


Even I am not dumb enough to believe that sales pitch.
Posted by tenderfoot tigah
Red Stick
Member since Sep 2004
10442 posts
Posted on 7/1/23 at 10:10 am to
Most people charge their phones nightly and will do the same with their cars meaning they will get a few years out of their batteries.
Posted by Jag_Warrior
Virginia
Member since May 2015
4155 posts
Posted on 7/1/23 at 11:24 am to
quote:

What if you could buy a 50k car (model 3) and not ever pay for gas again or any maintenance other than tires?


I didn’t downvote your post, but I will point out that even the highest quality automobile is going to experience maintenance issues (apart from just tires) over the course of its lifespan. That’s especially true of newer cars, which have many more sensors and electronic interfaces than cars from days gone by.

While I believe it’s true that propulsion systems other than ICE are the wave of the future, it will not be a maintenance free future.
Posted by F73ME
SE LA
Member since May 2018
859 posts
Posted on 7/2/23 at 7:41 am to
quote:

Also, there is no anode on these batteries, so that would simplify its supply chain vs other companies.


Soooo.... What do you connect the positive wire to?
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