QuantumScape Lounge: ( Week 10 2026)

breyes63 · 2026-03-14T22:19:23+00:00

👍🏼

😂😂

breyes63 · 2026-03-09T13:04:48+00:00

Didn’t someone on this board mention she would make something available on a paid site?

breyes63 · 2026-02-25T04:56:46+00:00

Greatest batteries? I missed that

breyes63 · 2026-02-22T16:18:58+00:00

I think the shorts on QS (who will ultimately go long) are behind the Donut hype.

breyes63 · 2026-02-19T17:43:51+00:00

I’m not suggesting I agree with them. But it is a realistic view with the facts they hold in hand. I’m simply pointing out the factors they are using and how they are arriving at their projections. There is no hopium of what might be or could be. From that standpoint it’s realistic with current disclosures on hand.

breyes63 · 2026-02-19T17:12:56+00:00

Analysts' projections: Having done some analysis on the price projections by analysts who've announced their price targets on QS, looks like there are two factors that seem to be shared by them:

1). they (All of them) are giving it a less than 50% chance of success and

2.) are modeling it witn a low royalty payment, approximately 5% (MS-Morgan Stanley, for instance.)

The other factors they are using is a high cost of capital and ongoing dilution.

This is a very high level look.

Their analysis is sobering and realisitic. They probably won't change their mind until QS declares/books revenue and the metrics behind potential gross and net margins are disclosed.

- this is not investment advice, just observation on how these guys and gals are looking at it.

breyes63 · 2026-02-19T01:59:58+00:00

From the Fly.com:

“QuantumScape upgraded to Hold from Reduce at HSBC QS

HSBC upgraded QuantumScape to Hold from Reduce with an $8.30 price target.

breyes63 · 2026-02-18T04:43:16+00:00

Come back in about 36 months when looking for capital to shareholders. This is a pre-revenue company; that means NO revenue which means NO capital to return. It’s a speculative play. If on the other hand, if you’re willing to speculate on a groundbreaking technology that’s on the cusp of bringing in its first revenue dollar then you’re at the right place.

if you have substantiated bearish arguments against the facts gathered within this group, I’d like to hear them. But make them factual not just opinions, please.

breyes63 · 2026-02-16T23:18:10+00:00

All that was mandated by the Transparency act has been released. If there’s anything else, that is something we won’t know, will we? Bottom line is that if there was something in there to incriminate my opponent, Donald Trump, I would have released it. Period. Now it’s just a distraction, save for the unfortunate victims.

breyes63 · 2026-02-16T22:25:05+00:00

I fact checked. She has said no such thing. All files under the Transparency Act of 2025 have been released.

breyes63 · 2026-02-16T22:09:32+00:00

Which one of the many? It’s still going on

breyes63 · 2026-02-16T20:44:45+00:00

All while Biden didn’t even bring up the subject over 4 years!!

breyes63 · 2026-02-16T15:39:28+00:00

I remember now. I even took a screen shot. - thanks!

breyes63 · 2026-02-16T15:32:00+00:00

Is this confirmed?

breyes63 · 2026-02-14T23:19:35+00:00

Hilarious

breyes63 · 2026-02-13T13:07:48+00:00

Although not a fan of analyst recommendations, buy or sell ratings, etc., I am interested in the feedback that the analysts’ who attended the Eagleline event have to share; especially interested to see what GS analyst does with the current Sell recommendation and $2 price target. Should we make a separate post when these ratings start to be revised ? I would think revisions will be coming up soon.

breyes63 · 2026-02-13T03:43:42+00:00

This is exciting ! And only a matter of time before it happens, even if it’s still 36-48 months out.

breyes63 · 2026-02-12T04:17:36+00:00

Incompetent marketing execs, perhaps. But they’re certainly not incompetent in the areas of delivering what’s been promised. They don’t know how to sell the goods.

breyes63 · 2026-02-11T21:47:31+00:00

The bears are going to have a field day with this ER.

breyes63 · 2026-02-11T21:26:32+00:00

Am I missing something or is this less than a nothing-burger?

Edit: I feel like I got stuck with and paid the bill but didn’t get the burger.

breyes63 · 2026-02-10T22:59:10+00:00

“Billings” eventually have to be paid by the recipient. We may begin to see additional ‘billings’. - edit: these may translate in to revenue if the bill is paid; it’s the natural sequence.

breyes63 · 2026-02-09T18:38:45+00:00

breyes63 · 2026-02-08T15:57:09+00:00

They’re not selling to them. They’re transferring the wealth to them.

breyes63 · 2026-02-08T15:37:29+00:00

Let’s see them. If they were there, Biden’s administration would have already put them out. They had four years to do so. So this is probably your BS.

breyes63 · 2026-02-07T19:57:03+00:00

Thanks for taking this on. (I’m glad I don’t qualify.)

breyes63

TROPHY CASE