QuantumScape Corporation QS

What company agrees to a partnership they can’t talk about ??

4 things I took from earnings They still receive a joke of the portion of VW contracts going on 2 years

Siva the clown ceo dumping more shares

$QS. Three things I took away from the earnings call.

1. Eagle production line and close relationships with Murata and Corning means they can mass produce batteries and they are now working on improving throughput and yield. Siva has said in the past this is an iterative process.
2. They have cash flow thru 2030 and they will no longer be reporting on their cash position bc they will begin to generate revenue before they run out of their current cash on hand.
3. Siva said the “end of the decade” for delivery in-vehicle is not driven by QS but by their customers.

I still think IMO, QS delivered B1 Samples of UC to PowerCo/VW before they sent QSE-5 samples to anyone else. VW is their partner and largest investor and their needs would come first. They’re just being silent about it.

QS is open for business!

$QS If you don’t know the difference between vaporware and a B1 sample, you should probably get out of this stock before you get hurt. You probably won’t hear QS doing a PR on C samples, bc they don’t own the release of a C samples, the battery mfgs do.

Invartis ?? losing again

Another 5 million of insider sales Is there another public company where insiders sale more shares

NAME ONE it doesn’t exist it shows what clowns they are If they actually held they would all be rich but they have zero faith and just scam

Siva is a ?

Invartis ??

$QS IMO, QS has already developed and delivered samples of Unified Cells to VW. Siva has said there is a VW and PowerCo team onsite to help QS with the next step of industrialization. VW and PowerCo doesn’t give two shits about QSE-5 batteries, they want UC. They are not there to waste their time on industrializing QSE-5. I think QSE-5 is a distraction for us in the public to understand the tech works but the revenue for QS starts with UC.

Two hints:

1. Pg 9 of investor presentation shows QSE-5 battery performance, but it also lists “QS Larger Format”. That is Unified Cell.

2. In an article by Rideapart.com when they discuss the Ducati SSB motorcycle, they discuss the QSE-5, but the image they have which is attributed to being provided by QS is a UC. PowerCo brands their UC image but this particular image has no brand in it. It’s possible it’s bad journalism but who knows.

I think all the discussion around QSE-5, albeit important to the public, is just a distraction away from UC. Do you really think QS put all that thought and energy into a state of the art battery but then didn’t think to design a production platform that could only produce QSE-5 and not be flexible enough to produce UC?

If Panasonic licenses QS tech you will finally learn how Siva destroyed the company - their value will explode 50x that of QS just getting a small piece rather then it all

He sold out and destroyed what could have been

Invartis ??