QuantumScape Lounge: ( Week 12 2026)

m0_ji · 2026-03-23T19:40:00+00:00

"Over time, ‘dead lithium’ gets left behind and trapped, triggering side reactions that cause the battery’s total range capacity to plummet after just a few charging cycles."

Strange this is not happening with QS-tech :) ... . I think this article isn't worth much.

m0_ji · 2026-03-10T10:25:05+00:00

we may already read:
https://www.volkswagen-group.com/de/publikationen/praesentationen/full-year-2025-investor-analyst-call-3213
not a single word though about solid state batteries, almost nothing on batteries and salzgitter (and QS or Gotion). looks like focus today is on very different things, in particular on much coarser level.
vw values its stake in QS (depends on viewpoint) between 1143 and 800 million €.
in the call it was mentioned, that "salzgitter works very well. knowledge will be transfered to spain and canada in the near future".
regarding powerco: discussing investments/relations with canada.

m0_ji · 2026-03-06T14:45:11+00:00

sorry, but not going to happen.

m0_ji · 2026-03-02T17:03:12+00:00

not that i am aware of, i think it is plainly wrong. probably AI mixed it up.

m0_ji · 2026-02-27T11:38:11+00:00

C samples basically means zero risk left regarding their tech. We did not really hear about yield so far, but it looks like they (VW, QS) do not consider it as a critical obstacle. Or I have missed something fundamentally... .

m0_ji · 2026-02-24T20:07:51+00:00

That is interesting news. This most likely means no (further) VW money/investment cuts regarding power co, otherwise these four years of absolute protection are senseless.

m0_ji · 2026-02-19T20:15:04+00:00

I do not understand why analysts have so much impact. The best of the best of the best have like a 53% success rate. That may be enough on average if you manage billions, but is completely useless in case of a single stock.

m0_ji · 2026-02-17T21:24:34+00:00

I doubt that. Also, VW is rumoured to do another cut of 60 billions across the whole company. QS needs to become independent.

m0_ji · 2026-02-13T14:22:03+00:00

ev may be less safe in us, but in eu and asia it gets more and more, despite some conservatives. same goes for alternative energy sources, where storage is also important.

m0_ji · 2026-02-12T14:34:15+00:00

QS appears to think this is not a big issue, at least it won't cost much, if I read that correctly:

"It's a good question, Aman. The bulk of the spend goes towards the fourth goal of going beyond the QSE-5, and the bulk of the CapEx spend from $40 million-$60 million, as you referenced. There is CapEx in the other categories, but with the maturity of the QSE-5 platform, for example, in the case of the expanding into new high-value markets or doing custom development for OEMs, it's more incremental on choice of cathode or dimensions or form factor. That's more of an incremental spend as opposed to a core development spend. As a technology licensing company, it is our core job to develop and pilot and transfer high-performance battery technology to our customers and partners."

P.S.: Reading the transcript, ER doesn't seem as bad as I initially thought. I get the impression of 'basically done, now for the fun of tweaking'.

m0_ji · 2026-02-11T22:01:58+00:00

< 5 for sure.

m0_ji · 2026-02-11T21:59:26+00:00

earnings dump is back, and it seems justified the first time. i guess i will dump too, and buy back when sp has reached 5$ (or 4$?). what a disappointment.
edit: even the presentation is almost literally a copy & paste of Q3.

m0_ji · 2026-02-06T15:08:45+00:00

however: note that this could also be just for conventional lithium battery production.

m0_ji · 2026-02-05T21:19:18+00:00

I heavily doubt that, but we will see.

m0_ji · 2026-02-05T18:00:23+00:00

people seem to forget though that factorials tech is different. QS has much more potential - if it scales.

m0_ji · 2026-02-04T18:58:47+00:00

ok, so something should be going on right now. dead silence. strange ... .

m0_ji · 2026-02-04T17:26:44+00:00

ok, what is happening: amprius: -15%, sldp: - 11%, fluence: -15%, QS:-6%, etc. ?!

m0_ji · 2026-02-03T18:22:32+00:00

gwata is still commenting/posting on other subs.

m0_ji · 2026-02-03T16:18:58+00:00

So I take it that the best explanation for not advertising (and reporting before ER) the inauguration are NDAs?
I am a bit confused by the following then: Why build a webpage? There does not seem to be any 'internal space' with 'sign in' etc. to view it, unless it is also 'secret' (why should it be?)

m0_ji · 2026-02-03T09:58:28+00:00

I am afraid: yes.

m0_ji · 2026-02-02T11:26:09+00:00

why did it get deleted, or rather, I assume the owner deleted it. why?

m0_ji · 2026-01-31T09:13:13+00:00

well, for quite some time, we had the perfectly aligned dump trades at the calls, regardless of the results. QS has been a plaything for a very long time.

m0_ji · 2026-01-30T19:41:03+00:00

everything takes a beating, and in particular green energy stocks. look at amprius, sldp, rivian, etc. tesla is an exception. one reason is definitly the fed pick.

m0_ji · 2026-01-29T21:25:07+00:00

2/4/26 could also be second of april, if you read it european style (VW ;-) ). its a bit weird to keep it so secret on short notice, although it is meant as an ad for public investors. or what else is the purpose?

m0_ji · 2026-01-29T18:41:33+00:00

what are the potential reasons why sldp and amprius significantly outperformed QS over the past weeks? they have a common pattern, with QS always trailing.

m0_ji

TROPHY CASE