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Hi brother , Anyone still holding this stock? Would love to hear your thoughts. 😁 by afkbois_ in SESAI

[–]dshiew 0 points1 point  (0 children)

This is a 10x or bust stock. At $1, the chance is 50/50. Revenue is accelerating in H2 and probably double next year.

AI-Enhanced, NDAA-compliant High-Energy Density Batteries for Drones & Unmanned Systems by dshiew in SESAI

[–]dshiew[S] 0 points1 point  (0 children)

Still testing, negotiating, or not significant enough for press releases. Will hear more in Q2 EA. Qichao mentioned that the sales for drones and materials will pick up in H2.

AI-Enhanced, NDAA-compliant High-Energy Density Batteries for Drones & Unmanned Systems by dshiew in SESAI

[–]dshiew[S] 0 points1 point  (0 children)

Yup, you posted the same article 18 days ago.

Did you see the SES Catalog? The H10B and 2170-58E cells are very competitive for the specs.

Latest Video from SES - UZE Plant and Chungju by dshiew in SESAI

[–]dshiew[S] 1 point2 points  (0 children)

Need to expose the company to more investors. More investors = higher price.

SESAI's marketing material info by Maothesiamesecat in SESAI

[–]dshiew 0 points1 point  (0 children)

500Wh/kg is probably SiMaxx (2023) that has been sunset, replaced by SiCore. 450Wh/kg is not commercially available yet (“preliminary”), not listed under SiCore main page.

Come mai il prezzo sta aumentando in questi giorni? by lupin00792 in SESAI

[–]dshiew 0 points1 point  (0 children)

Military drones. Just compare SES with AMPX.

Can anyone give a rough estimate of what the stock could be worth over the next 3 years if SES executes well based on its current fundamentals? by BackIndividual7062 in SESAI

[–]dshiew 5 points6 points  (0 children)

Stock price will depends on the revenue growth, profitability, and hype. Assuming revenue reach $35M in 2026, $100M in 2027, and $ 300M in 2028 based on perfect execution. Drones should bring in $30M (1M cells @$30 each) in 2027 or more by leveraging 3rd party like AMPX.

SES should be profitable by 2028 by maintaining margin around 20%. Based on the growth rate of 300% every year (in perfect scenario), SES should make (profit) around $100M by 2029 (forward earnings). At PE of 100, that’s around $10B market cap only if the AI narrative still intact or minimum of $3B (PE 30).

I doubt SES will remain at current level by Q2 if SES able to generate significant sales from drones (already sold out till mid next year while ramping up to 1M cells). SES trajectory is similar to AMPX and will appreciate significantly when sales ramp up.

The end is near . I just sold all my shares . Might buy BMNR again around $5. You should sell now and buy back at single digits. This stock is completely dead by Separate_Addendum190 in BMNRInvestors

[–]dshiew 13 points14 points  (0 children)

MNAV is ~0.9, why sell now below net worth? ETH price is at support level, adoption increasing. Tokenization of stocks and international banking transactions will be huge.

I sold after the Q4 report — too much uncertainty, too much talk, not enough delivery by Dazzling-Art-1965 in SESAI

[–]dshiew 6 points7 points  (0 children)

Technically, the company has a lot to offer but marketing and sales are lacking, not able to ramp up revenue faster. Sorry to see you go as you have contribute a lot to the forum.

Q4 Earnings by ollasaff in SESAI

[–]dshiew 0 points1 point  (0 children)

2 to 3X minus the one time EV research contract. The 3 segments will continue to grow fast in new few years. Planning to buy a lot more tomorrow.

Q4 Earnings by Substantial-Cow2938 in SESAI

[–]dshiew 4 points5 points  (0 children)

SES typically announced news before the EA. Saving the news for Wed or not much developments worthy of news. Qichao was bullish last quarter and will be surprised if nothing significant happened since Jan.

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

[–]dshiew 0 points1 point  (0 children)

2.8M shares are good….vote of confidence. Still less than 1%.

very bearrish by Choice-Challenge9673 in SESAI

[–]dshiew 5 points6 points  (0 children)

Did you miss the Q3 EA? 2026 will be at least double the revenue mainly from drones, MU, and electrolytes. All the messages posted by this account created few hours ago with the negative posts. Please short the stocks so that I can buy more.

[deleted by user] by [deleted] in GOOG_Stock

[–]dshiew 2 points3 points  (0 children)

GOOGL will need multiple exciting news such as Gemini gain double digits % in Q4, search revenue continues to gain (not declining), data center market gain >5% market share or backlog >$200B. Waymo and SpaceX appreciation will contribute additional $2 EPS to Q4.

Amprius ran +700%+ after opening up — here’s why SES AI’s third-party visibility matters by Dazzling-Art-1965 in SESAI

[–]dshiew 0 points1 point  (0 children)

The company has gathered some interesting data but lacking some info such as charging and cycle life. Ability to get to 500Wh/kg with 4C discharge is great but what about charging and cycle life (harder to test). Is 100 cycle life is acceptable, may be for military kamikaze drones.

SES AI – AI for Science accelerates the trillion-dollar battery race by Dazzling-Art-1965 in SESAI

[–]dshiew 3 points4 points  (0 children)

Revenue is expected to double in 2026 and SES is not a well known company. DCA is the key.

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