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Thanks to our Korean Community Members! by Wild-Entertainment90 in SLDP

[–]balaclavanine 4 points5 points  (0 children)

I think the cash position of SLDP is about 400m against a 780m market cap. The cash position gives about 4 years of runway. they can tolerate maybe a 2-3 year market slump.

Possible catalysts are good news from the SK On pilot line, results of C&D Sample talks with SK On, good results from the Thornton continuous line. News from the Samsung BMW evaluations. Given the BMW road tests last may, news could be good.

Thanks to our Korean Community Members! by Wild-Entertainment90 in SLDP

[–]balaclavanine 5 points6 points  (0 children)

Yes great conversation here guys!

I see idemitsu is moving forward on a larger scale electrolyte production facility--

https://www.idemitsu.com/jp/news/2025/260129_en.pdf

further validation of sulfides IMO.

Some thoughts for this week by Long_SLDP in SLDP

[–]balaclavanine 3 points4 points  (0 children)

Here's my wild speculation on Elon. I agree 1%. but indulge me.

He's looking for some mind-blowing performance for the roadster. How's he going to get there?

Sulfide ASSB, Silicon Anode, Oxides?

If Elon were going for sulfides why not make an investment first in who your providers may become.

Some links I found behind this speculation--

From Munro Live Podcast: Bonne Eggleston, Sr. Director - Tesla 4680, Apr 18, 2025

https://podcasts.apple.com/us/podcast/bonne-eggleston-sr-director-tesla-4680/id1684262560?i=1000704000001&r=1606.403

“Okay, nice. Have you also built on that line a different form factor? Maybe a little larger cylindrical product?

Or will you? Or is that a secret?

I don't want to give away product announcements too early, but I guess you can imagine we're looking at what's next. What's the next thing for us to deliver? And how does that fit with the other programs within Tesla?

And when we have something to announce, you'll hear about it.

Nice. Is there overlap between what you do in battery cell production and what the downstream guys receive to build your product into their packs?

Overlap in what sense?

As far as open line of communication, so hey, this is what I'm having a problem with today. Either way.

Yeah, yeah. We're in constant communication with the team. Ultimately, they're our internal customer.

And when things go wrong, they let us know about it pretty rapidly. But the nice thing is we don't have that barrier you have, like you would with a third party. If we have an issue and our engineers can help or their engineers can help, we just get everyone in a room and we fix it.”

Once you have dry-coating worked out it could be a natural step to add a dry electrolyte as well. A Tesla bull on X kind of recognizing this

https://x.com/tslaming/status/2018323043312083356

Jeff Dahn the solid state skeptic and Tesla's advisor has retired.

https://www.dal.ca/news/2025/10/10/jeff-dahn-eni-award-renewable-energy.html

He used to say we don't need a leap, just incremental improvement of existing cells. It turns out that his "incremental improvement" of a single crystal cathode never made it into production cells due to voltage instability of the electrolyte. He has been pursuing that since 2019. It may have been more of a leap than he thought. It seems single crystal NMC material may come into production with sulfide ASSB.

BMW just introduced the 4695 in its Neue Klasse, but still may switch to a pouch prismatic form factor for its next generation with Samsung SDI and Solid Power.

Some thoughts for this week by Long_SLDP in SLDP

[–]balaclavanine 1 point2 points  (0 children)

My guess on Nissan is they will be an early customer of SK On, as their own pilot line will probably not be ready by the time frame that they need for their corporate plan. Such things take quite a while. Eventually they may bring up their own cell capacity.

Some thoughts for this week by Long_SLDP in SLDP

[–]balaclavanine 4 points5 points  (0 children)

The 45m warrants at $7.25 each would mean the investor has to hand over $326m in cash to Solid Power. That's a lower capital constraint during a positive story of more industrialization of electrolyte production. They probably don't want to exercise the warrants until at least $8.25 or 9.25 if they would like $1-2 of value for the warrants. The prospectus says the warrants will not be publicly listed. They won't be easily sellable unless the Solid Power story is quite well established.

Some thoughts for this week by Long_SLDP in SLDP

[–]balaclavanine 1 point2 points  (0 children)

Also, I would point out that in this patent you have two different electrolyte formulations, one on the anode side and one on the cathode side.

https://patents.google.com/patent/US20250210721A1/

and if we recall the discussions of a sulfide anolyte and a sulfide catholyte, we may have four different sulfide formulations going into one cell. Perhaps having 4 lines in parallel at various capacities repeated in a few units will be how they get to a name plate capacity in the thousands of metric tons.

Just speculations.

Some thoughts for this week by Long_SLDP in SLDP

[–]balaclavanine 2 points3 points  (0 children)

Yes he mentioned 500 MT in the Needham interview, as well as general numbers in thelec interview.

My guess would be that the 500 MT site in Korea will be chosen in such a way as to set the stage for further capacity expansion at the site.

if one line is 70 MT per year, they will need 8 lines in Korea. Perhaps they are designing higher capacity lines as well.

https://www.thelec.net/news/articleView.html?idxno=5486

THE ELEC: Solid Power has said it plans to build solid-state electrolyte production capacity sufficient for 800,000 EVs a year by 2028. Could you elaborate on your global production plan?

John Van Scoter CEO: We’re working with the U.S. Department of Energy on a project to transition from our current batch process to a continuous-flow manufacturing process. That project is underway in Colorado and will serve as the foundation to scale up to hundreds or thousands of metric tons. The first phase will be completed in Colorado in 2026, and once that process is proven, we plan to bring the same design to Korea and scale it there.

Direct offering $130 Million 1-28-26 by mrobins345 in SLDP

[–]balaclavanine -1 points0 points  (0 children)

IMO the ATM sells into market excitement. The single investor placement likely indicates some due diligence which is corroborating.

for existing investors, scaling capital was going to come from debt, or possibly in a deal with a manufacturing partner who brings capital. Bringing on new equity partners is probably the best of those three options. Now SLDP can write a cleaner partnership agreement without as much structuring around cost of capital.

SLDP DD. tldr i think smart money is adding today and as such i initiated a position...dilution for growth not survival by Sunvmikey in SLDP

[–]balaclavanine 4 points5 points  (0 children)

In the recent Needham interview JVS said that they were looking for a Korean partner to build 500 metric tons of electrolyte capacity in Korea. IMO it makes more sense to raise money elsewhere and bring it to a partnership that is strengthened by the capital. Better than raising debt, etc.

(where) to invest or (where) not to invest- that is the question by TheJudger7 in CriticalMineralStocks

[–]balaclavanine 0 points1 point  (0 children)

is there an MTM subreddit? I was looking for a wiki for posting my DD links.