Solid Power Inc
52 Week High
52 Week Low
7 Days Mentions
If anyone does buy then out I think strategically it’ll be Ford to put a middle finger to TSLA, who’s going to complete opposite direction for battery development. Yes it’s quite possible for founders to take like life changing money go away with it. It’s not everyday your company is being bought after all. SLDP holders will also benefit greatly from a buy out of it’s highly valued during a bull market
I dont disagree with your logic if it was a retail consumer product company or something, but the dollar figure here (if SLDP works) will be absolutely staggering should a Ford or a Tesla or a Toyota etc... buys them out. I cant imagine the insiders not cashing out. Why not? It's like not taking the 50% option on a $500M lottery because you think the annuity will pay more over 30 years or something.
She's a real mixed bag, but that's in the ballpark. Not liking how she still has, I believe 3 searching ATM though. SCRMU is a real good idea, but I'm keeping my powder dry for DCREU, the Decarb team's (HYZN, SLDP, DCFC) next SPAC IPO which I think will drop really soon based on 2 recent S-1 amendments.
What a crazy day… opened my account, saw some huge losses, decided to buy a little, go back to check how the market ended now and seems like I got really lucky with timing… averaged down on ASTS and SLDP and also got some MSFT at 280
So random thing on SLDP, not sure how many saw it on Linked In, but here goes. The CEO is going to give a presentation about being a successful entrepreneur at this event on 21 Feb and he will also be taking questions. Key points listed include all the big backers SLDP has and his previous successful businesses etc. That got me thinking, it would be weird if he went up there to talk about his awesomeness while his company's stock is at ATLs, maybe some surprise PR before then? This is probably just my hopium talking, but they are going to have to screen a lot of "why is the stock in the toilet" questions if nothing changes before it!
AVPT a sliver away from breaking to $4, BARK almost getting a $2 handle, SLDP in the $6s, BODY is a buck and change. I honestly do not think things will change for a couple more months when the market knows what the Fed is going to do. Until then, it is going to be red red red...
Pre-DA commons are always good if you want to stay in the market. I am currently in PNTM commons at the moment. Looking to buy more if it continues to go down. For high risk potentially high reward I am buying pre-da warrants like PNTM, LFTR that are hitting all time lows. DeSPACs I like are SLDP, SNAX and ASTS (just started my first position. Every time they go to all-time lows a buy a small position. I am like 60-70% in cash at the moment and just slowly started buying stuff again.
>*Looking for home run or 0* This guy belongs here. 💖 LAC - I feel this is not understood by the masses, but there is currently not enough finished Li in existence on an annual basis to literally create the sum of all EVs modeled in all OEM's projections. Let alone smartphones, electric gadgets, tools, flying taxis (lol), etc... There are a bunch of possible Li investments, this is just one of them, but I like it because it's American (no Chinese or S.A. risk) & has rights to one of the largest undeveloped loads on the planet. Most other names are Australian & probably good investments too, but well-established, so not the risky "moon shot" you're looking for. SLDP - Also a bet on EV. Current Li batteries with liquid have serious limitations in terms of range, weight, safety, energy, etc.... & are very risky due to thermal runway (i.e. fires). If SLDP succeeds its Solid State batteries will be the new oil. There are several other companies working on SSB as well (HMC, TM, Factorial, LG Chem). SLDP has some catalysts for 2022, the biggest IMO should be handing over 100 Ah cells (which are EV sized) to both Ford & BMW (commercial partners) for EV qualification testing. Bulge analyst reports should be coming out soon too. SNAX - Not as risky as the above 2 as its consumer food & already crushed, but I expect it to double by YE22 once a few quarters of COST & WMT results plus additional growth are under its belt & demonstrated to the market. This needs eyeballs more than anything. They have \~90% market share on a product currently virtually unknown to American consumers. It's similar to beef jerkey, but much healthier (no sugar, no nitrates, no nitrates, fewer carbs, about double the protein). Company has a nice moat too, which is counterintuitive for a consumer food product. A recent offering provided them with \~$35M to build a 2nd plant to meet forward demand & support current launch activities, and cleverly, included a path to another \~$35M financing baked-in in warrant structure, so they shouldn't need money for several years now. Basically it helps provide financing that the company lost when the SPAC fell into the redemption hell many have.
Reviewing the filing, which I usually briefly do, but spent some more time here reading past Decarb ones and now their new one DCRE I was unaware this was the team behind 3 SPACs before the Decarbs that were Oil & Gas focused with Mark Papa as CEO. They had Silver Run I go with Centennial Development (CDEV which nearly went bankrupt due to shale boom but is good now), silver Run ii with Alta Mesa who I think got bought out, then formed Vista O&G SPAC which took a Argentina oil company public - never heard of them, then formed Silver Run III but due to O&G downturn didn’t IPO in 2017 and then changed its name to Decarbonization I in 2020. So this team with the 3 before the decarbs taken 6 total SPACs to completion and DCRD is the 7th. Pretty good track record of getting deals done although I think all are below $10, so that’s not great. I also noticed that most recent filing is saying 1/2 warrant and $10.2 in the trust. James Mcdermontt and Erik Anderson will serve CEOs who is director in Calloway and James is involved in 1pt5, carbon engineering, Fulcrum bioenergy. The S1 for DCRE states the electric grid and transportation don’t account for all emissions and needs to be focus on legacy global industrial, urban, and agriculture complex needs additional resources. So they did hydrogen vehicles, they did charging with DCFC they did batteries with SLDP. Was thinking they need carbon capture or something, but with DCRE ceo being involved there probably not. ORGN woulda fit the description. Need to think a bit about potential targets for DCRE and also review DCRD filing and see if anything else is in there for hints on DCRD. Moral of the story this team has done 6, have an extensive network (river stone), do have funding, and have another SPAC ready so all signs point to a deal. Biggest issue I see is most if not all their SPACs are below $10 and the DCFC $6 backstop is concerning as well. But as you stated all their warrants are above $1. Curious if their previous ones before decarbs warrants expired worthless or they actually redeemed them before falling.
Great to have the $10 average!!! I bought my first 200 shares at $9.87 (should have bought all 1000 then), LOL. At the time I split up the money to buy F, CHPT, SLDP (before the acquisition), and RKLB. Sold out if F when it went up (not as high as it is now, but some profit), bought F at 13.04 a share. Should have kept it a while longer. Anyways, averages up on RKLB during some higher prices, so that is why I currently sit at $13.34 a share x 1000 shares. Good luck to all, good things to come.
It is when QS is constantly telling everyone that they're key to VWAGY's future plans & that VWAGY thinks you're the most amazing thing on the planet. Conversely, SLDP does not do this non-stop with F or BMW, so I think if either of those companies signed another battery partner it wouldnt be nearly as big a deal.
I tricked the market today, I bought a small bit of shares of SLDP this morning, boom big drop. Then I bought the real amount of shares I wanted at an even better price! Got ‘em But seriously, let’s do the green thing again soon. That was more fun!
I keep questioning the "right type of company" to SPAC (startups vs. mature companies). For some reason, I keep coming back to ASTS as a textbook SPAC, as I feel it perfectly embodies retail "getting the jump". Basically, RKLB, ASTS, and SLDP (I'm assuming this gets bought out) are SPACs with massive TAMs, and especially RKLB (given the fact that the head of Khosla even recognized its merit), have an impressive list of investors/moat. I'll still hold ACTDW, but am I wrong to follow hot private equity investments in the hopes that one of them will pan out?. Especially if small caps continue to die, my urge to yolo into the "disrupters" (lol) keeps growing.
So, anyone know why a company wouldn't disclose who their supplier is? Trying to figure out why RDW won't just say they are getting their batteries from SLDP, source: [https://redwirespace.com/products/assb/](https://redwirespace.com/products/assb/) Are they working on a contract still or what?
At least my battery play (SLDP) isn't getting sued, so that's a win I guess haha: [https://news.bloomberglaw.com/litigation/quantumscape-must-face-investor-suit-over-electric-car-batteries](https://news.bloomberglaw.com/litigation/quantumscape-must-face-investor-suit-over-electric-car-batteries) Anyone have a sub there that could give the TLDR?
On the QS front, maybe see what is going on with this: [https://news.bloomberglaw.com/litigation/quantumscape-must-face-investor-suit-over-electric-car-batteries](https://news.bloomberglaw.com/litigation/quantumscape-must-face-investor-suit-over-electric-car-batteries) ​ Anyway, my vote is still SLDP
My money is on SLDP because they are in the Goldilocks-zone of innovation, infrastructure, & Manufacturing. by using current battery production-infrastructure while further innovating & sharing business model with peers (no one can saturate market demand on its own) but this is only my reason to invest in SLDP, if you want to invest in this Market i suggest you do your own DD look at current market situation & analyze how this stocks behave b4 putting your money in Good luck, and may fortune smile upon all of you.
At the current market prices and share float, SLDP is the way to go, they have major backing from Ford/BMW/IARPA/SKI and have been lobbying the government about supply/national security. RDW is already buying their smaller kits and just yesterday they hired a former Sr NASA exec, who by the way is married to the current NASA chief engineer. In my opinion QS is overvalued and MVST has the stigma of heavy Chinese ties which in the current geopolitical environment is risky, look at their 1 year chart etc. Overall, SLDP just makes the most sense right now.
I’m buying SLDP! Small cap, solid state drive battery’s are future of auto industry and will revolutionize the EV space as a whole, allowing for far superior charge times, charge capacity, and is smaller. Company is a joint venture between Ford and BMW so two of the hottest car brands right now
Still expecting favorable buy ratings on SLDP from at least a few of MS, JPM, GS, and C (i.e. the ones that actually matter). They should have their first quarterly call within the next month, so the initiations will likely take place ahead of that.
QS and SLDP is very early investment time, EV batteries maybe in 5 years….If you want something Solid PTRA has the most batteries clients in the commercial EV sector …they building the 4th factory right now and sign supply agreement with Nikola today and Vicinity motors last week
that's true, I know SLDP has been in contact quite a bit with the govt/DoD. I bet they will get some additional backing under the "national defense" card. They already got that grant from IARPA last year, but I am betting there will be more Govt backing soon. The China problem is slowing down.
Just saw some pretty significant news for SLDP, so not only did they hire a former Sr NASA exec to be part of their board, but her husband is CURRENTLY the Chief Engineer at NASA! Those are some serious Govt ties and connections: https://www.nasa.gov/offices/oce/about/index.html
So, first we uncover the RDW being a customer of SLDP, now this morning they appoint a former NASA rep to their board. Did I buy into a space company or EV battery company lol. On the plus side, SLDP is less down than a lot of my watchlist so that's nice. SLDP to the moon apparently!
From the RDW site: “The Redwire All Solid-State Battery (ASSB) Pack is a drop-in replacement for spacecraft power. The ASSB Pack offers a configurable, high performance power cell with mission safety assurance. The ASSB Pack provides high energy density and volumetric efficiency, and is safer and less reactive than traditional Li-ion liquid electrolyte technology. Redwire has a partnership with a US-supplier that maintains a production line nearby in Colorado. With expertise in solar arrays, batteries, and mission systems, Redwire supplies power systems, from components up to complete EPS'.” SLDP
This article about solid state batteries, only QS is mentioned, just popped up on my news feed. Hopefully this helps in boosting SLDP and the entire sector. https://cleantechnica.com/2022/01/17/the-solid-state-energy-storage-dam-is-about-to-bust-wide-open/amp/
I added some CANO warrants Friday, think I can get some mustard on them next few months. Thinking to add BARK again when it goes below 4 again (had to sell on that 30% jump lol.) I'm still in SNAX too. Maybe some more SLDP if it drops below 7. I thought about some warrants in RMGC or HPLT to see about a DA pop out of sheer luck.
Rush street interactive could be an attractive buy now or soon. I have lost confidence in most of my picks so I’m really only looking to add to SOFI, SKIN, STEM, ENVX, ASTS, Origin materials, IONQ, SLDP are my more speculative positions.
I'd like to do an update on both SLDP and SNAX with all the positive stuff that's come out since for both companies since I did my DD pieces, but almost nobody gives a \*\*\*\* about what's going on with the companies, all they care about is they're "down" in price, and you just get nasty comments. Not worth it.
Here: Looks like Redwire Space acquired Roccer which is a aerospace tech company co-ceo by Doug Campbell for a while alongside Solid Power till 2019. So, entirely plausible that they are working together. Nice find! This goes along pretty nicely with what Doug said in the NeedHam interview about SLDP SS electrolyte use case in other industries.
Spicy SLDP rumor that is actually pretty likely given the Redwire verbiage. There is only one SSB material provider in Colorado’s. Rumor source: https://www.reddit.com/r/SLDP/comments/s4tub5/redwire_space_is_already_a_partner_andor_customer/?utm_source=share&utm_medium=ios_app&utm_name=iossmf
Actually my best personal measure is how I react to the drops. If it drops and I’m pumped for the shot to accumulate and average down then I know I’m in it for the right reasons. I had to sell the ones that just annoyed me on drops last year for tax harvesting. No regrets, since those same stocks dumped another 15-20% already in January. SLDP on the other hand, been buying those dips weekly!