Reddit Posts
QS stock: Quantumscape could soon become a penny stock
Full List Of Banks At Risk Of Failure Based On Deposit Base And HTM Losses (Which Killed SVB & SBNY)
Do not bet against SCHWAB. 2023 Credit Rating A
$UNQL (nonspeculative) hidden gem : OTC to Nasdaq
Swedens big short SSB, shorted by viceroy and frends
The reports of pennystocks have been greatly exaggerated. DD Update: $ALPP $PACV $MEDXF $ONOV
New Silicon - SSB - Lithium Metal Battery - Announcements - Microvast ($MVST) Presentation, Dr Wenjun Mattis CTO Microvast November 25th Transcript - New Pack, Module and Cell Technology & Safety Testing
Silicon and SSB Battery Announcements - Microvast ($MVST) Presentation, Dr Wenjun Mattis CTO Microvast November 25th Transcript - New Pack, Module and Cell Technology & Safety Testing
Mirum Pharmaceuticals DD because wsb doesn't like smaller cap stocks (first DD plz be gentle)
I made an algo that tracks sentiment on WSB (not SSB just yet). Although I rebalance monthly, I can check sentiment at any time - Here are the results for last week - ended 6/18 (and how to do it yourself)
My Watchlist For 6/15/2021 -- Side Note Uranium Coming Into Value; Watch Them Too
Solid state battery plays were vaporware... until someone stated otherwise
RECOMMENDATION: Buy Decarbonization Plus Acquisition Co. III (DCRC) - DD #4
Audius 2,119% GAIN realised ($0.226 entry and $4.79 exit), first posted about when at 22 cents on Feb. 3rd in Diamondhedge and SSB subs.
Audius 2,119% GAIN realised ($0.226 entry and $4.79 exit), first posted about when at 22 cents on Feb. 3rd in Diamondhedge and SSB subs.
Mentions
I would say the shady stuff is the actual Scorpion Capital report which was developed for tanking the stock. QS has met every single goal they have set out to achieve. They have also pivoted from manufacturing their own battery to licensing their IP. Think of ARM from the chip business. Volkswagen recently presented a Ducati motorcycle with the QS SSB technology and that is what is causing the stock to go up. There is speculation as of late that Panasonic might be a new partner as Tesla wants to consider the use of QS technology to gain an edge.
SSB bros starting to look like the WSB bros🤣
I’ve gotta say I’ve seen an entirely different top 5 across WSB and SSB except NBIS lol
For EOSE they make Zinc Batteries not Lithium and hold a patent on it, the plus side is they are not flammable or corrosive and they have a life span of 20 years and the United States is the 4th largest Zinc producer in the world which is good for the current tariff situations. You can look at it a bit more if you're interested here. [https://www.eose.com/technology/](https://www.eose.com/technology/) In terms of QS they currently leading in Solid State Batteries for vehicles and SSB; charge faster 10-80% in a little over 12 minutes, have longer range, have longer life span and I believe they are lighter than the current batteries.
I totally agree with you. For me the biggest issue with those companies is that China is more advanced. You can look at some examples (Northvolt, probably soon ACC), we have troubles to compete with China in that field. I had hopes for the SSB, being a new technology so basically everyone started at the same time, which was not the case for the current Li-ion generation of batteries (LFP/NMC/NMX...). But the thing is, the Chinese gov launched some kind of joint collaboration between several Chinese companies. They usually don't talk a lot during the research phase, but when they hit they hit big.
Tbh I'm working in the field (thus my presence here), and QS is one of the company in which I have the most hopes (along with some others, but mainly from China). This comes from the shortlist I did after reviewing the technologies of all the companies in that field. SSB will be really big, they will not only cover cars and this is something that people tend to forget quite often. For me the car market of the SSB is just the tip of the iceberg.
> But the SSB in me tells you to go and buy calls on OPEN Especially now with the rumor that Travis Kalanick (original founder of Uber) is in contention of taking the helm.
The investor in me wants to tell you to “HODL no matter what. People will panic sell, but 99% of stocks will break even in a few years in the worst case.” But the SSB in me tells you to go and buy calls on OPEN.
Some people in SSB are so emotional, Easily influenced, and regarded. 🤣 none of this post says I like trump, it says “YOU must be anti-“ … everyone skipped the part about intel you pessimist 🫚 Get this to 100 downvotes 😌 since yall know how to miss the point, maybe this will end up at 100 upvotes💀
I still believed SSB will have thermal expansion issues (things swell when heated) that will require signifiant cooling and they will also exhibit insufficient Intercalation of lithium shorting life span of the battery. Both issues will make the SSB uneconomical.
Quantumscape (Ticker; QS). Worlds most advanced TRUE Solid State Batteries (SSB) if legit. They have had a messy history of being accused as fraud but lately its starting to look like they actually have the goods... companies beginning to double down on investments to produce their batteries after validating it actually works.................. or do they? Either a 30x bagger or a bust this one!
My favorite statement on QS. I do not believe SSB will ever be fully commercially available due to technical issues. Semi- solid yes, but not true SS I particularly like this comment from Fastmarkets. Negative sentiment has been exacerbated by Western leaders like VW-backed Quantumscape delaying their product offerings and shifting timelines following persistent technological problems, so the industry feels increasingly Sisyphean despite progress continuing to be made," Connor Watts, battery raw materials analyst at Fastmarkets, told CNBC by email. Derived from Greek mythology, a so-called "Sisyphean" undertaking refers to an endless and futile task.
Someone on SSB told me to buy puts... Grabbed 1. Should probably sell soon lol 😂 up 30%
I made very nice money on them after coming out their SPAC days having sold at $93. It was a pure speculative trade due to Breakthrough Energy involvement. The one good thing they did was buildup a significant cash early before the collapse of the SPAC error. Today, I do not believe SSB will ever be fully commercially available due to technical issues (thermal expansion and lithium intercalation issues). I particularly like this comment from Fastmarkets. Negative sentiment has been exacerbated by Western leaders like VW-backed Quantumscape delaying their product offerings and shifting timelines following persistent technological problems, so the industry feels increasingly Sisyphean despite progress continuing to be made," Connor Watts, battery raw materials analyst at Fastmarkets, told CNBC by email. Derived from Greek mythology, a so-called "Sisyphean" undertaking refers to an endless and futile task. Good Luck
Quantumscape (Ticker; QS). Worlds most advanced TRUE Solid State Batteries (SSB) is legit. They have had a messy history of being accused as fraud but lately its starting to look like they actually have the goods... companies beginning to double down on investments to produce their batteries after validating it actually works.................. or do they? Either a 30x bagger or a bust this one!
My favorite statement on QS. I do not believe SSB will ever be fully commercially available due to technical issues. Semi- solid yes, but not true SS I particularly like this comment from Fastmarkets. Negative sentiment has been exacerbated by Western leaders like VW-backed Quantumscape delaying their product offerings and shifting timelines following persistent technological problems, so the industry feels increasingly Sisyphean despite progress continuing to be made," Connor Watts, battery raw materials analyst at Fastmarkets, told CNBC by email. Derived from Greek mythology, a so-called "Sisyphean" undertaking refers to an endless and futile task.
Problem is, by the time the post comes across WSB/SSB, it’s already over.
Dude if you’re new stay off of SSB and WSB, many of the comments are bots and usually if you see it being posted online it’s already too late. Don’t follow in my footsteps, I’m just playing with extra cash, most of my money is in real long term investments.
Wait till everyone starts posting on WSB and SSB. Preferably when people start saying stuff like “these tendies hitting the moon” dip out at that stage
Im a n00b, been investing since Nov 24. I think I found a hot stock, but I dont think its worth of a full post. Solid State is the name of the next generation battery, invented by Dr John Goodenough (no really, thats his name) 20 years ago and is the same person who invented lithium-ion battery that all use today. He passed in 2023 at the age of 101. What does a SSB do? It lets your Electric Car go from 300 miles per charge, to 500-600 miles. Its no longer a fire hazard. Works in extreme cold and hot temps and charges faster. But the problem is how do you mass produce this. Well QuantumScape is one company developing this tech and they dont plan on mass producing this themselves, but sell the machines to mass produce them, which they announced over week ago a new process that allows them to scale it up. Calling in the Cobra Separator, which increases the speed 25 fold and uses far less space. Their original process was using off the shelf components, but Cobra is a completely new design. I bought 50 shares when it was $4 per share, after announcing the new production process, it jumped to $7. Bought 30 more shares when it dipped to $6.50, now its at $14. I want to buy more when it dips, but it hasnt for over a week, it keeps climbing. https://finance.yahoo.com/quote/QS/
Having backing by VW and gates was the reason I chose a small part of my port for this stock. Surprised with all the deals VW has their stock hasn't gone up yet unless they're still in the building phase for future EV deals. QS SSB development with Rivian tech. Theyre trying and I hope it pays off
Curious if the articles I read where lucid looks to switch to SSB and if they'll announce a partnership with QS. Just speculation is all and not banking on it. Would be insane if they announced it at earnings 😂
I have some invested. There are just so many companies working on SSB. Whoever is first to market is going to have a huge lead.
ah the old reliable scam post on SSB. do we even have mods anymore?
What a legend... I'm afraid I won't see your loss porn when it gets good because it'll be too large for SSB... be sure to tag me so I can finally ~~cum~~ feel complete. Thanks!
Quantumscape they’re a car battery manufacturer and they are working on solid state batteries (SSB). these batteries would be a game changer to the EV market as opposed to the current use of lithium ion (LI). the benefits of a SSB are insane compared to LI. SSB charge faster (10 to 80% in 10 mins), produce less heat therefore having a longer life, and are lighter. those are just a few of the pros of them. VW is a huge investor in QS and the company has been held up by venture capitalists for its whole life so investing is kind of a gamble/pretty risky. the company can create product and have a chokehold on the market or fizzle out to pennies they recently announced a breakthrough in the spacers of their batteries and it is a good showing of more to come from QS
Zero, $MVST Just got on and laughing at all the $QS comments. I have nothing against QS as I brought during SPAC days and sold all @$93, and that win allowed to further triple my return. First, they still have not addressed the two biggest issues with SSB - thermal expansion of materials (what will it cost to alleviate in a vehicle) and inefficiency of lithium intercalation in solids. Now they will have third problem of blinding of ceramic pore and its changing porosity (well know within ceramics especially particles filters in diesel engines) - Yes, you can manufacture the ceramic separator but will they long service life - I personally doubt it. As I have stated many times, unless, it is Honda or Toyota, I do not see SSB becoming reality for 5-8 years at best. Good Luck all longs.
> I keep hoping to see all these newly announced LFP and Sodium Ion batteries publish that sort of testing (or even SSB) but I've not seen anything so far. There's tons of metrics for sodium ion out there, but there are also a number of different sodium chemistries, and the values vary quite a bit. Some sodium cells, for example, have a 50,000 cycle lifespan, while others function from -40C to +100C. Sodium in general though is much less power dense, so it's bad for stuff like cars, but great for uses like grid balancing/storage. You can usually find stuff on new battery tech in r/batteries, but I'll warn you there are a *lot* of grumpy posters over there.
Don't get me wrong, still quite an uncomfortable journey left for QS on the road to industrialization. But, has anyone published data that's... better than the "bad" 400 cycles 100% depth of discharge, 4C/1C 90% life capacity? I've seen lots of claims of high cycle life, and **separately** of high charge C rate, but not of cycle life **at** high charge rate. Genuinely, technically interested. I keep hoping to see all these new announced LFP and Sodium Ion batteries publish that sort of testing (or even SSB) but I've not seen anything so far.
How? They only do silicon battery IIRC correctly? Are they in SSB space? What have they guided for 2025?
Idky this guys hating, it’s SSB and you just made a days salary for some people in 10 mins lol
Sorry I thought it was WSB not SSB, carry on and congrats on the gain
I think the big question is who is making false promises and who is actually making progress in terms of these SSB.
In the late 1990s (end of the Jack Welch years) I bought $2,000 worth of shares of GE that I forgot about through a friend who had just started at SSB. I realized it almost 20 years later. Sold them for about $2,000.
https://preview.redd.it/wac33eg42j3f1.png?width=1008&format=png&auto=webp&s=83753205977566adc71d520ac6f2836d6ca2e7c1 I belong on SSB but they did pay
20% a pretty nice sized gain, especially on a meme stock. It’s just that this is SSB
Is that a discord to discuss trades? If so (and if public) I’d love to join. The SSB discord is DOA.
The class action lawsuits are gonna be epic. The first to get flushed down the shttr if a market correction comes will be anything with even a hint impropriety. The Oxford news came out before a market open one morning exactly one day after my partner and I attended a Health Care conference in NYC hosted by SSB and the stock got absolutely decimated. Our company which was small by any standard lost over 1 million that day and I had to go borrow that money from my bank to pay the MC. Oxford was my client and my business partner thought he had the pulse of the company and he was selling uncovered puts. I accept full responsibility for allowing him to be A cowboy so it was on me.This current situation with UNH is identical and the news will keep getting worse before it ever gets better. The bad news kept coming from Oxford and they were in a death spiral when UNH came and took them out. Oxford settled with the Feds and we received about 20% of our losses back I think it was 3 years later. Simply trying to help any young out there who may think they got it nailed. But, you gotta do you. I was gonna buy 25 Jan 27 puts yesterday morning but got caught up at work and don’t see the same value available today.
And here we are, on SSB, trying to not get P'd & D'd.
why are you still on SSB? You are clearly a millionare already.
Call it dumb luck or intuition if you want. Unlike the solid state claims of CATL & BYD that remain unverified, Quantumscape's QSE-battery pilots have been 3rd party verified. The underbelly was whether they could ramp production in a reasonable timeframe that leads them first to market. If you've seen any of the past 3 earning calls, you'll see that the 100+ PowerCO engineers spent the past 2 years preparing for large scale production in 2026 with the cobra separator. As of the earning call recently, now Murata to prepare for worldwide manufacturing that scale beyond 80gwh from the higher end of PowerCO's expanse agreements. QS is leveraging there tech into a royalty payment platform to leverage existing manufactures to ramp their SSB. So in short, I'd DCA if you can because the trajectory looks bright for quantumscape. Especially now that the nazi in chief is proving Tesla's failed demand metrics quarter by quarter.
I'm a simple guy, I see a SSB post that's past the WSB position requirements and I down vote.
how the fuck did you go from 100 dollars to 1k. truly a SSB member.
GameStop is allowed in this sub, it's not allowed in WSB. But I don't see anything in the rules for SSB.
Even then it doesn't add up. This is from SSB, the official statistics bureau. [https://www.ssb.no/utenriksokonomi/utenrikshandel/statistikk/utenrikshandel-med-varer/artikler/norges-handel-med-usa](https://www.ssb.no/utenriksokonomi/utenrikshandel/statistikk/utenrikshandel-med-varer/artikler/norges-handel-med-usa)
That's so weird though. SSB has way more accurate numbers here: [https://www.ssb.no/utenriksokonomi/utenrikshandel/statistikk/utenrikshandel-med-varer/artikler/norges-handel-med-usa](https://www.ssb.no/utenriksokonomi/utenrikshandel/statistikk/utenrikshandel-med-varer/artikler/norges-handel-med-usa) 60 billion NOK exported to the US in 2024, and 82,7 billion imported. That's all physical goods, no services.
As a "SSB > WSB" user I salute you! I made a little on Puts yesterday but I should've got calls. I'm thinking I might YOLO into Calls based on Price Action today then go puts for the bloody upcoming.
MVST. Battery sector. Last quarter was profitable. Earnings tomorrow. Great progress in SSB and growing revenue, margins and customers. Hopefully US production soon
I know this is SSB but the way I protect my portfolio is by matching my riskier trades with shares of VOO, and I don’t touch the VOO. You never touch the VOO. This only works if you’re not a complete gambling addict though, if you are an addict, you will probably dip into the VOO. If that’s the case, maybe stick to a HYSA.
The cooling issue is true but only for certain separator compounds. QS are using a ceramic separator that doesn't require cooling. The same can't be said for other SSB companies. Regarding concerns of intercalation, VW have already vetted the batteries by putting them through thousands of cycles and have been comfortable making investments on the back of these tests.
QuantumScape often refers to the "AND problem" in solid state battery technology, meaning a commercially viable EV battery must have high energy density, fast charging, long cycle life, safety, and cost-effectiveness—all at the same time. This is incredibly difficult to achieve, as improving one factor often comes at the cost of another. So far, all SSB companies tend to make a compromise somewhere on these 5 requirements. QS as far as we understand is the only one that has hacked all of these. Microvast has the following issues: 1) Still uses liquid electrolyte, meaning some flammability risk remains. QS uses a ceramic. 2) Despite using a better seperator it is still fundamentally using a lithium-ion technology. QS are using lithium metal, which can store \~1,000 Wh/L, which is 2x the energy density of today’s best lithium-ion EV batteries. Microvast doesn't solve the range anxiety issue that is plaguing the EV industry at the moment. 3) Microvast isn't as fast - 20-30 minutes for a 10 to 80% charge. QS claim a 12 minute charge. Microvast does have a current edge on manufacturing cost, but only because they are using existing manufacturing methods. QS are having to design and invent new manufacturing methods and machines in order to become cost effective, but it looks like they are on their way to achieving this. They also have an edge on life-cycles, but beyond 1,000 cycles (QS can achieve up to 2,000) isn't really anything meaningful because you are well exceeding the usable lifespan of the vehicle by that point, especially if you are increasing range through higher energy density.
Good Luck I personally think QS will crash - the only reason stock price is here now is because of their cash reserve. In SSB, they have two big issues to overcome - thermal expansion of materials (things swell when heated) - thus they will need significant cooling. Secondly, the intercalation of lithium cause battery performance to drop significant overtime. These are and have been holy grail in the industry. Tough to bet the laws of thermodynamics.
see the problem is you have no idea if the stock is gonna go up or down. Because i have yet to meet a single WSB/SSB user who actually does fundamental analysis.
Sir, i made a 2000$ option trade and i went straight to WSB. 15k in SSB? bro does NOT know his worth
Let’s find one and post it on WSB, WSBE, and SSB. I’m down for it haha
I am a cell not full SSB need some film, then stacked
I am a SSB and therfore went long as fuck
Exactly, always regret later not picking up more when it was affordable ;) whats your opinion how MVST’s SSB relate to the one’s of Solid Power and Quantumscape? Personally also have positions in those since I expect at some point in time a breakthrough there…
Losses on WSB wins on SSB Sad to see $10,000s in losses and ¢in wins. Genuine Q my man, is this for you?
Last time I checked batteries were used to store energy. SSB have higher energy density. Is the future energy storage? Do high crude oil prices have a positive affect or negative affect on alternative energy sources?
They had a 30+% gain the day they announced the SSB milestone but it looks like they lost the gain pretty fast afterwards. That's the last time I took a close look at them so I didn't realize the benefits from that news was already completely erased. Thanks for the heads up.
The SSB news actually had very little impact on the most recent run up - it came after the fact. Good info on the EPS though, I appreciate it
Gross profit is positive but they have negative cash flow. EPS has never been positive. They look to be on pace to be profitable in 2-3 years but a lot can happen between now and then. I'm concerned about the solid state battery research because their current stock price reflects recent news about their SSB tech. I think their stock is overvalued right now due to that. If I were holding I'd be locking in the profit by selling and consider buying again after it drops.
On Reddit ? WSB , SSB?
1. Go to WSB or SSB 2. See ticker mentioned more than once. 3. Ask when moon? 4. if they reply with 🚀 I port said ticker. 5. More 🚀🚀🚀’s mean better faster harder moon, I go bigly if more than 2 🚀’s and borrow money cause my ports already all in off the first 🚀. Actually I use a screener. Monitor that, pay attention to news and try to figure out what impact it will have on stocks or study stocks I like and swing trade them based off catalysts I think will make moves. I also keep some stocks for long, but my portfolio isn’t huge so I like to keep majority dry powder for option plays and the swing trading.
I dip to the EMA50 was expected and so it’s not a surprise. Should stabilize @1.55 or latest @1.32! In general all signs are bullish here. Also the shelf offering is bullish - it has a reason why they don’t want to offer shares at this level. They don’t want to dilute shareholders at this level - shelf offering is the best option to do so. When you Look at the Numbers it’s an 8$ stock Even without US production and SSB. Just hold and relax…they will have news on the way to earnings.
SES added AI to the name when they pivoted their strategic focus on finding a better electrolyte for their prospective solid-state batteries. It's to signify that they're leveraging AI through predictive modelling, to identify the optimal composition for energy density, safety and general performance of an SSB. With that said, they're not unique in this. All SSB companies are doing this... only SES put AI in their name. Likely helps them raise capital, as people think they're buying an AI stock.
i just saw that she talks about SSB (solid state batteries) which MVST just recently announced they had a great breakthrough in that technology segment.. wow
Awesome thanks. SSB 2% sounds woeful but I guess it is better than zero because of my laziness :) I'll read up on the S-REITS as well.
Who do you pick in SSB Melee?
"without a clear electric strategy" They're putting a lot of money into solid state batteries; research and a production line. That's basically the only path they need. If they manage to come out with a SSB EV first, it's going to be huge. Until then, they can keep doing hybrids that take advantage of the fact that we're still geared towards petrol infrastructure.
Yes, and he who knows all about nothing knows nothing. He who knows nothing of all still knows nothing. Similar to a math proof. Also from that disclosure is Charles Schwab & Co., Inc., Charles Schwab Bank, SSB and Charles Schwab Premier Bank, SSB are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Where do you think the assets for the multimillion dollar loans that rocket originates for Schwab comes from?
Except it’s not a math problem. It’s actually a philosophical statement. And in case you were wondering: >Home lending is offered and provided by Rocket Mortgage, LLC. Rocket Mortgage LLC., is not affiliated with The Charles Schwab Corporation, Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Charles Schwab Trust Bank or Charles Schwab Premier Bank, SSB. Now, those are all under an umbrella of schwab affiliates, but those books dont affect the other books.
Look up the progress being made by companies on solid state batteries. SSB will be a 100 billion dollar industry by 2030.
QS is very binary. Not investing advice, but I've only bought shares. I wouldn't personally do options because the timeline could get extended. For example, they were already supposed to have a working test car by now based on their 2020 projections. On the other side, you can't renovate a bathroom without delays, and they're bringing a potentially revolutionary product to market. They continue to meet some major benchmarks - VW validation, 95% retention after 1000 cycles (Tesla is around 80-85%), recent safety tests shows incredible results. Extremely safe. They can pull up to 1000 horsepower out of the battery, 80% charge in 12 minutes, possibly as low as 8min. Which means supercars and eventually, aircraft. The big component missing is cost. This is the big one for me: the head of VW let it slip that their battery factory that's opening in 2027 will have SSB's and they're going to be MORE affordable than current lithium batteries. He was palpably excited, and then had to walk his comments back. That factory is the size of 210 football fields. I feel like he got excited and spilled some beans he shouldn't have. That's all if it's a 1. If they don't succeed, it's a 0. All goes away.That factory, they've only broken ground. Don't bet anything you can't afford to lose, and given the timeline challenges, options seem extremely risky here. I'm buying shares and saying goodbye to that money, hope to see it again someday when it's all grown up. Not investing advice, just my perspective.
You'll have to wait a few years I think. None of the SSB companies that are publicly traded are any good. QS is a joke, go read their 10Q.
Six months (by Dec) B samples will be vetted (enough) and scaling maped out with equipment debugged. I'm guessing a combo of licensing agreements (VW, Tesla, Ford?), with upfront cash and ongoing royalties beginning 2026. That's the EV market. The CE market opportunity will follow, probably with licensing agreements as well. That's the quickest way to significant revenue to reward all and sustain R&D as QS (SSB) are just beginning the tech S-curve. As an investor, buy stock at $6 (now) or $30+ (Dec), is a consideration. I certainly get it is too risky for some right now. But, I've followed this company for two years. They've "derisked" qtr/qtr. I assess some large institutional investors have been net accumulating. As for the point of insider selling, anyone familiar with stock grants knows it's mostly tax selling to cover the tax obligations of the grants. The ying/yang of short FUD and long exuberance is best tuned out for the most part. Nothing beats solid DD on your own. Clues are out there for assessing risk. But, as a retail investor, we are up against full-time pros looking to fleece the herd. Cheers to investing early and holding long in the next Tesla, Nvidia, Amazon, etc..
Personally, QS will crash - the only reason stock price is here now is because of their cash reserve. In SSB, they have two big issues to overcome - thermal expansion of materials (things swell when heated) - thus they will need significant cooling. Secondly, the intercalation of lithium cause battery performance to drop significant overtime. These are and have been holy grail in the industry. Good Luck.
200k into SSB if you are risk adverse. Other 100k into some etf
QS approach to SSB is not optimal at best. Also they've targeted the wrong segment to begin with.
Yep, same can be said for SLDP. SSB tech is interesting, and both companies are on my watch list. MVST, on the other hand, looks like a scam to me.
You are correct that ultimately it will be "SSB"s in the cars but they are still in testing phase. We are probably 4-5 years out and about 7-8 from mass production. You are also correct that Tesla cannot reconfigure their factories easily to the new tech. In fact, the new tech might be patented thus Tesla wont be able to make them at all. They would need to buy out a company that has a stable battery but good luck with that... this would effectively give them a near monopoly with the battery and the FTC will likely not allow it given Tesla's size. The only issue I have is bringing Toyota into this. Those idiots still think hauling around an engine to burn low density hydrogen is a good idea. Its hard to take anything they say seriously give that stance...
Many companies are working on SSB and there are many in the testing phase already. One such company is Solid Power $SLDP.
They say that but at the same time they’ve made great strides in SSB that could potentially deliver 750 miles of range on electric sedans. The batteries could be charged in little over 10 minutes. First working models will be tested in ‘27 with working models on or before’2030. I am buying 1 share biweekly since I read this. Up to 5 shares now… woohoo. But …I should be nicely averaged in with over a hundred shares by the time they start really making noise about it. They’re also ahead of everyone on Hydrogen power plants for vehicles. So whatever way this goes, it’s a good play on manufacturing, autos, and the Japanese market. If that battery is a hit the stock will really be a mover.
has anyone thought about going all in on $SSB ?
has anyone thought about going all in on $SSB ?
Small cap banks running hugely today: 2 of the biggest Russell 2000 banks up big after earnings: FFIN and SSB.
Energy Density - wet li-ion improvements over the next 5 years (assuming 5 years before commercial production of SSB's in any meaningful volume) will make the gap smaller than described now Weight - combined with the above and using structural battery backs, which may be more practical to do with round cells, in terms of the car this may be a minimal difference. Charging Time - continued improvements in wet li-ion should improve charging times to be sufficient. Even if not on part with SSB should be a minimal issue. Also, long-term expect most charging to be destination charging, making en-route charging an occasional thing so a little extra time should not be an issue. Finally, charging en-route is not as big a concern in the first place since people need a break from driving. Cost - until you know the costs of producing the ceramic separator along with the slower speed of producing a pouch or prismatic cell versus, something like Tesla's 4680's it is impossible to know which one costs more. Life - Improvements in wet li-ion's over the next 5 years should in any case reduce energy loss over times cycled. All-in-all, wet li-ion batteries have a long path ahead of them that anything QS will do with SSB in the next 5-10 years will have minimal impact on. Demand for batteries will be robust and will allow for the most optimal solution available at that time for each application. Long-term, very possible SSB's will dominate but you might be looking at 20+ years for that to happen. Once QS's cell is out in the public, everyone will reverse engineer what they did with the ceramic separator to understand what fundamental advances they made, so there is only a certain amount of years that QS will have a head-start in this, but it will not likely be long enough for them to ever completely dominate the industry. The good is, if they ever were to get to 1 tWh of batteries that they can sell for a profit of $25 per kWh, that is still a $25B yearly profit, which would likely mean a market cap of $250B+, which would be a 60X return on investing in them now. Not saying they will achieve this, but if they can deliver the potential returns are massive... but getting to mass production in the first place is a long and difficult road and they are years out from that still.
Dry electrode process (which TESLA is working with) substantially cuts down this cost already, so you may end up with those batteries being much cheaper than these SSB batteries due to the overall process of manufacturing them.
Toyota 's has had several delays for their SSB. Latest was to 2025 now 2027 /2028 for mass production.
Only if you can mass produce efficiently at scale. Otherwise if your SSB is $200 per kW and a wet cell is $75 per kW, even if the performance of the wet cell is not as good, it will be used in most applications. I would think SSB's might be used in some high-end vehicles and beyond that they will be in demand for things like Airplanes and Shipping more than for cars. Long-term if anyone can figure out how to make cylindrical SSB's that will be a much bigger breakthrough as it will enable the needed mass production levels.
Anecdotal but a friend of mine was bench testing one of these battery cells meant for Toyota for another company. They were very impressed and the stats match up with their tests but on a smaller scale (for a smaller product). There’s also a SSB power supply on the market now for purchase from Yoshino for personal use. Camping etc.
Doubtful on SSB, they need to overcome thermal expansion of materials (things swell with heat generation) and need to prevent the intercalation of lithium to obtain useful battery life. “Even with a few claimed breakthroughs by a number of tech startups, solid-state batteries aren't expected to arrive until the second half of the decade in a best-case scenario, by most estimates. And Toyota's own efforts reflect this view as well.” [Source](https://www.autoweek.com/news/a45189317/toyota-solid-state-battery-timeline/)
Here is [an article](https://www.autoweek.com/news/a45189317/toyota-solid-state-battery-timeline/?utm_source=www.evuniverse.io&utm_medium=newsletter&utm_campaign=evu-report-europe-hits-21-7-bev-uptake-uk-postpones-ice-ban-volvo-quits-diesel) on their SSB efforts from earlier this month. I personally do not think it will happen due to thermal expansion of material (things swell when heat is generated) and the intercalation of lithium effecting battery life.
Thanks for the info. I haven't kept up with them as much recently. I used to work for a SSB startup so I was very excited when they first went public and then their data came out bought puts like a mad man. But with the capital they have and their background they're pretty well positioned to overcome their challenges. Toyota for me has been a Darkhorse mainly because they were the first large car maker that took SSBs seriously and they have an R&D budget that will outdo anyone and could catch up. There's a lot of aspects about SSB that don't fit a plug and play mold into existing cars, but I've always believed if it needs a shift in the architecture that goes around it to get it to work you need to bite the bullet. Companies obviously prefer just inserting a new solution and changing nothing else, but if they were ok with some change they could get next gen tech in their quicker.
When I was a kid you had to adjust the rabbit ears on the TV just to get a halfway shitty picture. Most of the shows were shit but we didn't any better (we didn't have any better shows to compare them to). They would play the SSB late in the evening and the network would actually go off the air, meaning you didn't have shit but snow until sometime the next morning. But our expectations were really low too. Now, there's all this pressure for new content--shows, movies, whatever, and there are so many different subgroups of people that you have to please at that same time. The content is more expensive than ever to produce and frankly it's shittier than MacGuyver in the 80s. I run the loop sometimes--nothing but shit on Netflix, nothing by shit on Peacock (there are only so many times you can watch "Yellowstone"), nothing but shit on Hulu, nothing but shit on Prime. And by the time you pay for a half dozen streaming services, you're paying as much money as you pay for cable. Maybe the content business just isn't where it is right now.
If you take the time… you will realize the dark side is where the money is. The boring way. The casino way. WSB and SSB are the fish. The gamblers. Hope and a prayer crowd. Not trying to be insulting in anyway. I spent many years of frustration and many thousands trying to beat the game - until I realized on the other side of my thousands of trades was a winner. If you buy calls, the “inverse” isn’t buying puts. Both could have lost. The inverse is to sell calls. Paid to patiently wait. Verses pay to urgently hope.
They burn 100MM a quarter and are years away of selling anything, plus by the time they MAY get a SSB than can mass produce there's no guarantee their tech will be that revolutionary. Like, what makes you think this is worth almost 4 times what SLDP is selling for, considering their loses per share are almost ten times higher. I'm really interested in the sector, so I wanna hear a technical argument on this company's technology that makes it sound different from a overpriced gamble.