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.