QuantumScape Corporation QS

Why would an OEM not want a sample battery especially if they need to see if it’s able to be produced if they’re gonna build a factory

And if their platform cobra is operational, how do you not ship a battery at least two VW ??

Where is the cobra sample battery ????

I thought cobra was operational ??

Where is the B1 sample ??? Where is Siva ?? Cobra has been operational for 6 weeks and not 1 sample battery produced and shipped ???

Siva the scam CEO

$QS Given Ford didn’t even show their own vehicle in this “Model T moment” who knows if Ford is working with QS. That presser was all juice and no squeeze.

No tesla no ford no Toyota Ohhh Siva has another secret OEM Just like their secret 130 m VW contract that was never paid and then a new one where they get 10m

These OEMs have spent billions not 10m to partner

Siva is a JOKE

$QS I think there is so much activity today is because of Ford’s announcement on Monday. They want to get in just in case Ford reveals they have signed a JDA with QS.

Why Ford:
Ford makes sense. Ford has built the Blue Oval Battery Campus. They had grand plans for battery production but have since backed off bc of lower EV demand. They have extra space and they can easily house a QS battery line.
Ford likes the licensing model. Ford is licensing CATL’s LFP battery and will build it themselves at Blue Oval. So, signing up for a licensing model with QS fits their strategy.
Ford has a geo-political problem. Congress is hostile toward CATL as they consider it part of China’s military industrial complex. Plus, the LFP battery has a graphite anode and 90% of the world’s graphite comes from China. Jim Farley hates being in the spotlight for that and needs a way out. Right now they have too much invested in the LFP battery and will need to use this for several years but will need a way to migrate to something else. QS is perfect for that.
Ford needs an SSB provider. Ford is winding down its relationship with Solid Power as it sold all of its 11 million shares in Solid Power on 7/18. You don’t sell your stake in your partner if you intend to keep them and especially at a loss.
Insiders at Ford leaked yesterday that Monday’s “Model T moment for EVs” is not just about a line up of EVs but more about a business plan. An EV strategy. QS would not be immediately implemented but will come in the future. The insiders said its about cheaper cars and cheaper batteries. I worked as a components buyer many years ago and I would state that differently. Ford is run by Finance so they mean better value. Ford is looking at two things that impact the vehicle the most: weight and volume. In an EV, energy capacity by weight/volume will matter in a battery. QS is superior to the LFP battery in that regard.

Bread crumbs: I began to see some things that seem coincidental that may be some bread crumbs to follow.

Ford sold its remaining stake in Solid Power on 7/18 but disclosed the sale to the SEC on 7/22. I think it could be linked to the fact that QS earnings call was on 7/23 where QS announced they have signed its second global top 10 automotive OEM. Although the earnings call is mostly scripted, the open Q&A portion has the potential to go astray where Siva could directly or indirectly expose Ford as the second OEM.

Second, On Tuesday of this week, there was an unusually large volume of QS stock at the market open (5 million shares at open and 10 million shares within the first 15 minutes.). If Ford was the reason for a portion of that activity, they could have purchased between 3-4 million shares at the open which would have been roughly equivalent to the same equity stake they took in Solid Power (around $30 million). The last day they have to submit that equity purchase would be Monday August 11th. The same day as the presser for the EV Model T moment.

Sorry this is long but I really think it is Ford.

$QS I think Ford is next and they announce on Monday. I think that will put pressure on number 3 OEM as QS has said they are only doing 3 at first. I would pit 3 against 4 to get signed.

Oh it’s down in live trading again and then down in after hours

Hmmmm my guess is it’s down again tomorrow

Love the new clueless kings that did no DD before buying

$QS Oh please drive it to $7 tomorrow, I am buying more tomorrow and Friday.

$7 tomorrow