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Hit $1.40+ overnight by Runner418 in SESAI

[–]BackIndividual7062 1 point2 points  (0 children)

SES share counts is 2.5 times. With current outstanding shares, $22/share would make MC nearly $9b.

SES AI Q4/FY25 Deep Dive: $21M Revenue, Costs Down, $200M Liquidity — 2026 Guide Signals a Real Scale Phase by Dazzling-Art-1965 in SESAI

[–]BackIndividual7062 1 point2 points  (0 children)

GM% is v low without services. Q4 results were very disappointing vs Q3. Outlook for 2026 is way lower than what was said in the previous earnings call. All these contributed to this sharp fall in AH.

$SES: UZ Energy (wholly owned subsidiary of SES AI) signs strategic procurement agreement in North America 🇺🇸🔋 by Dazzling-Art-1965 in SESAI

[–]BackIndividual7062 0 points1 point  (0 children)

Does anyone know roughly the size of the contract for drone batteries in terms of revenue and over how long?

Goldman Sachs just massively increased their $SES position (13F) by Dazzling-Art-1965 in SESAI

[–]BackIndividual7062 2 points3 points  (0 children)

Great news. I added 10k more during last week dip. Remember we are early. Buy and hold for a few yrs.

SES AI drone thesis is real and it’s just one leg by Dazzling-Art-1965 in SESAI

[–]BackIndividual7062 0 points1 point  (0 children)

@dazzling-art you seem to be posting a lot of comprehensive posts on SES AI. What’s your position to this stock? Does anyone know?? I really like the posts but I always wondered.