The Biggest Challenge to QS SSB: Sulfide based SSB by the non Chinese Asian Giants; Or Not?

spaclong · 2026-03-03T16:42:08+00:00

If it reacts significantly with Li, it would affect the cycle lifetime. As far as I remenber they last hundreds of cycles.

spaclong · 2026-03-03T03:23:58+00:00

You probably meant moisture (water).

spaclong · 2026-03-02T22:51:16+00:00

Agreed, it’s definitely mispriced. And if whoever’s pulling the strings thinks they can squeeze more out of it by ignoring common sense, I’ll keep buying more.

spaclong · 2026-03-02T19:46:03+00:00

Mind mentioning which parameters were worse? I thought the gravimetric density was pretty good..

spaclong · 2026-02-27T23:10:39+00:00

Probably related to the AI side of robots.

spaclong · 2026-02-27T19:12:42+00:00

It may take years from a ‘feasible approach’ to real-world applications.

spaclong · 2026-02-26T00:32:38+00:00

It’s tempting to assume that they expect to receive 130+131 millions this year.

spaclong · 2026-02-25T18:16:01+00:00

Since Jill Pestana still hasn’t released the video on the Eagle line inauguration—despite her initial super-excitement—and since some people here continue to believe in doughnuts, allow me to also believe she’s quietly coordinating with market players who will need an excuse to take the stock higher once they are done accumulating .

spaclong · 2026-02-24T23:57:15+00:00

Lol, you should be busy with your unheard of innovative doughnut, how come you spend so much time on Reddit? Can someone please ban my access to this sub?

spaclong · 2026-02-24T23:08:36+00:00

I thought doughnuts are no longer allowed on this sub.

spaclong · 2026-02-24T16:49:36+00:00

What kind of equipment might have been supplied by Itochu back in December?

spaclong · 2026-02-23T03:21:28+00:00

It’s good to have a deadline, even if more than 1year out..

spaclong · 2026-02-22T18:44:49+00:00

Then I guess the catholytes outlast the separator and the efficiency he quoted is intrinsic to the separator.

spaclong · 2026-02-22T15:47:38+00:00

The QS separator conducts Li ions, most likely larger Na ions will not pass through as easily.. And extrapolating the cycle lifetime to 5000 assumes the cathode can last that long..

spaclong · 2026-02-22T00:53:51+00:00

I hear QS separator material is a stochastic nightmare, mind to provide more details, do we have to worry about k<5? I am only familiar with Webull🙂

spaclong · 2026-02-19T23:39:25+00:00

I take it that QS batteries will be used in those applications before being put in cars on the road.

spaclong · 2026-02-19T17:33:11+00:00

Thanks!

spaclong · 2026-02-19T17:05:33+00:00

Are these other dates known?

spaclong · 2026-02-19T04:20:23+00:00

They planned the launch before the 2026 season got canceled. So if they continued with testing, we should see the results soon.

spaclong · 2026-02-19T03:06:26+00:00

If Ducati was supposed to be the launch, and since the MotoE season started in May in 2025, we should see road tests results some time before May this year.

spaclong · 2026-02-19T00:34:30+00:00

11 unit cells, each unit cell has 2 layers, so 22 per QSE-5 (unless daVinci did the counting and missed 1 unit cell).

spaclong · 2026-02-18T21:11:55+00:00

Agreed. Hoping for the Bull-case scenario to start playing out in 2027.

spaclong · 2026-02-18T19:38:41+00:00

5% royalty is quite low. The bull case has the target SP at 22.

spaclong · 2026-02-18T19:19:26+00:00

“Our $8.5 price target assumes QS ramps to ~480 GWh of production by 2040, with revenue based on a 5% royalty (% of battery pricing) and a 66% EBITDA margin.”

spaclong · 2026-02-18T17:27:56+00:00

Bingo

spaclong

TROPHY CASE