QuantumScape Corporation QS

https://www.elektroauto-news.net/2022/volkswagen-wir-wollen-fuehrend-sein-in-der-zelltechnologie

This interview is from yesterday with the CEO Volkswagen Group Components Thomas Schmall.

The message is: by 2026 AT THE LATEST, Volkswagen wants to start production with QS in several production facilities and is planning 6 production facilities in Europe alone with a capacity of 240 gigawatt hours per year by 2030

$QS How much of a drag will this Lifshitz lawsuit “investigation “ be a drag? Just another short attack, but really hit us today.

$QS Any comments on Na-ion batteries (CATL, of course)?
Long QS here as I don’t feel easy with China based shares/technology.

$QS Does anyone have any comment/insight on Blue Solutions (partnered with Mercedes) solid state battery tech vs QS?
Won the energy storage award at the Munich E Europe. States that it has “the only commercialized solid-state lithium battery,” a cobalt free lithium metal polymer.
Long term $QS holder here.

$QS I am posting this interesting insight from the newsletter “The Electric.” I am long:
We revealed a fracture in the battery industry over QuantumScape, the Volkswagen-backed solid state lithium metal company, after its repeated claims of milestone breakthroughs based on unscaled cells the size of a postage stamp. The tension had been building for some 17 months, ever since QuantumScape emerged from stealth and became the perceived front-runner in the race to commercialize a lithium metal battery. But last month, a rival company called foul over QuantumScape’s latest claim—that its battery could charge in just 15 minutes 400 consecutive times. No one I spoke with disputed the claim as far as it went, but noted that—as had been the case for three prior such announcements—QuantumScape’s test cell was only 0.2Ah in size. Its decision to stick with such cells to showcase its splashiest results invited doubts about claims it made for its future batteries.
In January, The Electric subscribers were also able to join a private Live Chat with Thomas Schmall, head of technology at VW and a member of the company’s board of management. All the major automakers face the threat of marginalization and even bankruptcy in the mobile transformation, but VW has committed to the most spending—$100 billion over the next few years. In an especially memorable part of the chat, Schmall predicted that EV batteries would move to solid state, and that when that happens it will be “winner-take-all.” Whose technology is VW relying on? That of QuantumScape, in which VW is the largest independent shareholder.
Steve LeVine
Editor, The Electric

$QS I’m long QS - a believer.
I’m posting comments from Steve LeVine at The Electric newsletter:

We revealed a fracture in the battery industry over QuantumScape, the Volkswagen-backed solid state lithium metal company, after its repeated claims of milestone breakthroughs based on unscaled cells the size of a postage stamp. The tension had been building for some 17 months, ever since QuantumScape emerged from stealth and became the perceived front-runner in the race to commercialize a lithium metal battery. But last month, a rival company called foul over QuantumScape’s latest claim—that its battery could charge in just 15 minutes 400 consecutive times. No one I spoke with disputed the claim as far as it went, but noted that—as had been the case for three prior such announcements—QuantumScape’s test cell was only 0.2Ah in size. Its decision to stick with such cells to showcase its splashiest results invited doubts about claims it made for its future batteries.
And
In January, The Electric subscribers were also able to join a private Live Chat with Thomas Schmall, head of technology at VW and a member of the company’s board of management. All the major automakers face the threat of marginalization and even bankruptcy in the mobile transformation, but VW has committed to the most spending—$100 billion over the next few years. In an especially memorable part of the chat, Schmall predicted that EV batteries would move to solid state, and that when that happens it will be “winner-take-all.” Whose technology is VW relying on? That of QuantumScape, in which VW is the largest independent shareholder.

Sincerely,

Steve LeVine
Editor, The Electric

Tom asks about a 5-10 year investment horizon for his daughter: I say “perfect.”
QS is a high risk, long term investment. If they can deliver, this will be a very valuable holding. I am long for the long term - I am not a trader. Two to three years will tell the tale.
I bought MSFT in the early 80s and sold a few years later for a nice profit. Big mistake.

Orion Sires I would bet everything you are short the market That is more disgusting than anything that you’re betting on fear death and destruction and you’re upset because your bet is failing

$ALPP $QS

I would not trade until the conference call if you’re trading off of miss of course they missed