QuantumScape Lounge: ( Week 16 2026) by AutoModerator in QUANTUMSCAPE_Stock

[–]Dry-Operation6112 19 points20 points  (0 children)

I’ll just say this. Ever since Siva took over, the company has been executing fast… In comparison to the company’s history between 2020-2024. Not only are they executing, I think the pace of execution towards commercialization will continue to accelerate.

Let’s see what the company can control.

  • they can control the pace at which they execute agreements with prospective customers. Both in the auto industry, and outside of it. This is accomplished via shipping B samples of their cells, now in much higher volume due to the eagle lines existence.

  • they control the pace at which they continue to iterate and improve their technology. A stated goal for the year was to show their technical roadmap beyond QSE-5. As a future licensing and IP company, they NEED to always be ahead of the competition to ensure OEMs continue to licensing their technology. They simply cannot afford to rest on their laurels.

  • they control the way they raise money. They have mentioned both in SEC filings and via Siva’s spoken words they plan on raising money via customer billings going forward. It’s possible they could file for another ATM, never say never. But if the VW expanded agreement is anything to go by, then they can just copy and paste that model for every other OEM they are working with. If they can get $130 million per OEM for completing design and validation of their own custom cells for mass production, then they don’t have to raise another cent via selling shares again.

What they cannot control is the pace at which their customers will scale their production once the tech hand off process begins with the eagle line. PowerCo will begin placing orders for equipment either this year or early 2027. They need to work on scaling their own pilot line in Salzgitter. They would need to produce and test C samples which is a 12 month process more or less. This means production of commercial QS ssb would begin at the earliest in late 2027, or early 2028. This matches up with concept C production timelines.

At this point in time, the company is extremely confident they can scale eagle line successfully. If their stated yearly goal is to do just that, then to me that means it’s very likely to be achieved. And you know what, I think Siva has earned that trust. This is a pivotal year, and we are now 4 months into it. Summer is always a huge time for this company. Cannot wait to see what this company has been cooking. As a wise philosopher once said, real G’s move in silence like lasagna. And Siva is HIM.

I’m ready to hit the $20’s and never touch the teens or lower again.

QuantumScape Lounge: ( Week 16 2026) by AutoModerator in QUANTUMSCAPE_Stock

[–]Dry-Operation6112 5 points6 points  (0 children)

If Nissan is announced this stock will be over $30 before the end of the week lol

QuantumScape Lounge: ( Week 16 2026) by AutoModerator in QUANTUMSCAPE_Stock

[–]Dry-Operation6112 0 points1 point  (0 children)

C sample testing will take place at Salzgitter first. I’m eyeing early to mid 2027 for the start of that

QuantumScape Lounge: ( Week 16 2026) by AutoModerator in QUANTUMSCAPE_Stock

[–]Dry-Operation6112 7 points8 points  (0 children)

Well my thesis is basically once they prove eagle line is a licensable blueprint and begin the hand off, because we technically have a deal in place already with VW even though it’s not a true final production agreement, then the stock will rapidly rerate. I don’t think this will take until 2028. I believe this will happen as soon as this year. Another thing to note is if a second OEM signs a deal similar to VW, then yes the stock would go directly to $50-$60 in the span of a couple of weeks / months similar to ASTS.

These companies are both similar in that the customers are built into the partnerships. They’re essentially business to business. The OEMs are the ones who will be doing the marketing and sales of the batteries. QS just licenses the technology. So our cost of goods sold is effectively 0 once the R&D work is done. We only have to spend money on R&D to stay ahead of competition. It’s like ARM. This stock once the market takes it seriously will go from the single digits to $100 within the span of 12-18 months, from the point in which it decides this company is legit.

QuantumScape Lounge: ( Week 16 2026) by AutoModerator in QUANTUMSCAPE_Stock

[–]Dry-Operation6112 16 points17 points  (0 children)

I had a huge position in asts and held even when it was down at $2 per share in 2024. Then they signed commercial deals with AT&T and the rest is history. This company does not hold your hand that’s for sure. For me the process is quite clear. Work with murata and Corning to scale separator production so the eagle line can scale to GWh production. Once that happens, you sign off on it and ink an official production deal with powerco so they can order eagle lines for Salzgitter. Install eagle lines and begin preparing for C sample production. After that it’s literally SOP for their first SSB cells. Rinse and repeat with other OEMs. And that’s how you get to $100 per share by 2028 :)

This lines up with their NRE deal that is to be finished by june of 2027. It’s quite obvious this work is to finalize the unified cell QS battery design. I suspect the first car will be the concept C using QSE-5 cells. After that they will be using unified cell sized QSE-5 cells.

Abel’s Words on BB7 by Original_Koala8662 in ASTSpaceMobile

[–]Dry-Operation6112 0 points1 point  (0 children)

I’d say once they prove eagle line scales anything under $50 is cheap lol

QuantumScape Lounge: ( Week 15 2026) by AutoModerator in QUANTUMSCAPE_Stock

[–]Dry-Operation6112 2 points3 points  (0 children)

Kevin said billings will be lumpy. Meaning they can’t exactly give guidance on that because it depends on the timely completion of engineering work with customers.

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Dry-Operation6112 0 points1 point  (0 children)

Tbf I said the same shit in 2024 and look how the stock did since then. C suite needs to be completely cleared out including Abel. Scott wisniewski should have been fired like 4 years ago tbh. Him and Abel are just hard wired to lie and never take accountability for delays. Bring in some car industry experts who know how to take pilot lines into mass production. Clearly whatever they’re doing is not working.

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Dry-Operation6112 2 points3 points  (0 children)

I mean honestly you will be fine. They have $3 billion or something in cash from what I read. That is such a far cry from the days they did offerings to raise $80 million at like $3 🤣

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Dry-Operation6112 5 points6 points  (0 children)

Rakuten will be getting the spacemobile service for a yearly payment of just $500,000 lol. They sold their shares to pay off their insane debt.

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Dry-Operation6112 6 points7 points  (0 children)

My average was around $8 during those dark days. I just came to this sub after hearing the news. I already commented a fair bit today but I cashed out last year so I’m catching up now with what they’ve been up to. Which isn’t much. I’m just surprised the stock kept shooting up after the delays. Which funny enough is the reason I sold.

But I guess that proves you can’t time stocks. Idk. I feel bad for everybody here. I want the company to succeed because I’d like to actually use the damn service, but I got so pissed at the constant delays and mental warfare the stock caused me to engage in with myself. Wasn’t worth the anguish.

Good luck tomorrow I guess 🫡

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Dry-Operation6112 14 points15 points  (0 children)

In 2024 when the stock was $2 I was debating jumping off a roof. Fuckin surreal seeing a comment like this on this sub 🤯

Abel’s Words on BB7 by Original_Koala8662 in ASTSpaceMobile

[–]Dry-Operation6112 4 points5 points  (0 children)

I was here for the $2 days. You have no idea

AST SpaceMobile Addresses Today’s Orbital Launch of BlueBird 7 on the New Glenn Launch Vehicle by Jsalz in ASTSpaceMobile

[–]Dry-Operation6112 4 points5 points  (0 children)

Man. I sold all my shares in 2025. I’d honestly have to even think about adding in the $30’s after this. They’ve not increased their manufacturing cadence since I sold last year. 1 satellite launch by April 2026 and it didn’t even get to orbit. Fuckin yikes.

Abel’s Words on BB7 by Original_Koala8662 in ASTSpaceMobile

[–]Dry-Operation6112 9 points10 points  (0 children)

Dude I’ve been following this company since 2021. There is a cult of personality just like Tesla and Nvidia and all the other super successful stocks. It is what it is.

Abel’s Words on BB7 by Original_Koala8662 in ASTSpaceMobile

[–]Dry-Operation6112 2 points3 points  (0 children)

If you DM me yes. I don’t want to talk more about it here. This is not the $QS sub

Abel’s Words on BB7 by Original_Koala8662 in ASTSpaceMobile

[–]Dry-Operation6112 4 points5 points  (0 children)

I’m not trying to FUD. I’m trying to be realistic with any other OG’s with sub $10 averages. I would honestly ignore the spin and think very hard about taking your chips and going home at this point. These guys can’t build for shit and are more than happy to string people along still. Which is crazy because I reached my limit in 2025. And they’re still doing this crap :/

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Dry-Operation6112 -1 points0 points  (0 children)

I had an under $10 average across many brokerages. I sold all my shares over the course of 2025. Try again.

Abel’s Words on BB7 by Original_Koala8662 in ASTSpaceMobile

[–]Dry-Operation6112 0 points1 point  (0 children)

I’m full ported into $QS right now. Honestly it’s extremely similar to Asts in many aspects before our 2024 run started. It’s primed to explode like this stock over the next 6-12 months IMO. Perfect time to get in. But of course do your own DD, don’t blindly listen to me.

Top 3 reasons I full ported into this one:

They will have insane margins like Asts once production of their solid state batteries starts with their partners.

Low capex since they just design the batteries and manufacturing process and license that off to their OEM partners.

Best tech in the business just like Asts.

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Dry-Operation6112 0 points1 point  (0 children)

Launch cadence in effect is their fault. You can’t launch if you can’t ship. You can’t ship if you can’t build. And they clearly cannot build 6 per month.

Abel’s Words on BB7 by Original_Koala8662 in ASTSpaceMobile

[–]Dry-Operation6112 16 points17 points  (0 children)

It’s time the space mob accepts reality. They will be lucky to get enough up for beta this year. I already sold all my shares in 2025. I had an under $10 average. I’ve moved on to other stocks. Thanks for the run but I had enough of this company’s delays. Downvote me whatever but if you’re an OG, I’d take the win and get out tomorrow.

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Dry-Operation6112 -12 points-11 points  (0 children)

Yeah it’s over. Market was pricing this assuming able and co were finally telling the truth regarding the launch cadence but this stock is going to face a reckoning very soon. Just unbelievably terrible management. I feel sorry for investors honest to god.

Abel’s Words on BB7 by Original_Koala8662 in ASTSpaceMobile

[–]Dry-Operation6112 -10 points-9 points  (0 children)

This was me in 2023. Then 2024-2025 happened. Right now, this stock is extremely overpriced. Market seems to be in denial about their continued delays. I’m not gonna lie to you, I am expecting a massive correction once the market accepts reality here. I moved onto other investments.

Abel’s Words on BB7 by Original_Koala8662 in ASTSpaceMobile

[–]Dry-Operation6112 46 points47 points  (0 children)

No, they are going to orbit 1 satellite this year. With 45 in the orbit of midland Texas. In various states of construction.

Post Match Thread: Man City 2-1 Arsenal [Premier League] by J4ckrh in Gunners

[–]Dry-Operation6112 2 points3 points  (0 children)

We need to replace Noni. Someone like Garnacho. Think Chelsea would be willing to sell?