Quantumscape Corp (QS) Options

Do you have any updated info on how much VW owns? Last I checked it was 17%. That was quite a bit back. Any info is appreciated. TIA. HAWK

I've been watching this one for 2 years now - one thing that might be of some concern is selling by Insiders. Take Jadgeep Singh sales for the last 90 days:
Date ------ - # sold ------ proceeds
08/19/2024 94,445 - $ 545,542.65
08/20/2024 - 47,076 - $ 269,467.73
09/17/2024 - 192,270 - $1,150,908.99
09/17/2024 - 57,690 - $ 345,326.57
10/07/2024 - 192,270 - $1,063,753.00
11/13/2024 - 70 912 - $ 357,899.96
11/14/2024 - 5,531 - $ 27,702.01

This doesn't necessarily mean one shouldn't buy it on the dips and it's certainly getting to a place, under $5, where it's been safe to buy.

Barchart is showing that there are 10 analyst who follow the company and here's the breakdown on how theiy currently view QS:

1 - strong buy
6 - hold
1 - moderate sell
2 - strong sell

https://www.barchart.com/stocks/quotes/QS/analyst-ratings

I'm waiting to see more progress towards production / sales - they have come a long way over the last couple of years. GL!

AmericanBulls has a BUY for QS. Just a FYI. HAWK

QS>>> Just started buying at $4.88. Undervalued, imho. HAWK

As long as VW has their 17% interest in this company I will be holding and adding more with my below market bids. TWT if my strategy works. HAWK

Haven't checked in, in a while. Still same as before, hopefully things pick up

VW is said to be going all in on electric tractors. VW is said to own 17% of QS. Connect the dots??

https://www.electrive.com/2024/10/24/genfarm-project-volkswagen-brings-e-tractors-to-rwanda/

Woodpecker, where is your response to my question about "years" old information postings about QS?? Any thoughts on why VW now owns 17% of the company, could be more or less now??? Are you short? Why are you short? Do you have any/ more up to date info on QS stock? TIA for any responses to these valid questions. HAWK

Three year old info. Need to cover your short position??

2023 article??? How short are you?? Worried about covering??

https://finance.yahoo.com/news/quantumscape-doomed-why-qs-stock-121000866.html

There's not delays, theyve said 2025 cobra implementation and ramp up by 2026.

They said eoy 2024 ship b samples and install cobra equipment. 

They have been in track. 

Just have no loose lips to sink ships so to speak. So no prehype for ER. 

QS READY TO BREAK 7.00

QS MOVING HARD

Estimated enough cash to last until 2028. Hopefully will have sales/revenue by then. Shipping test batteries and about 17% ownership by VW sub. HAWK

$QS faces a long and uncertain road to commercialization. QS is unlikely to generate meaningful revenues in the next couple of years, and its stock may face further volatility as it navigates the complexities of bringing its technology to market.

QS: Monster stock FLOAT!! Watch out!!

QuantumScape's stock is down about 95% from its all-time high. The company still hasn't commercialized any of its batteries yet. Its stock still looks outrageously overvalued relative to its long-term growth potential.

$QS Continues to hemmorage cash and running out. Competition has much better products. QuantumScape Corp (NYSE:QS) faces challenges in improving cell reliability, yield, and equipment productivity during the B-sample phase.

The company reported a GAAP net loss of $119.7 million for Q3, with adjusted EBITDA loss at $71.6 million, indicating ongoing financial challenges.

Higher legal fees and settlement accruals have pushed the adjusted EBITDA loss guidance to the higher end of the original range for 2024.

The transition from Raptor to Cobra process for higher volume production is ongoing, with full implementation expected in 2025, indicating potential delays in scaling up production.

The collaboration with PowerCo requires careful management to ensure successful industrialization and scaling, which could pose risks if not executed effectively.

A great update from the company. Strategic development targets met now all focus is on working with PowerCo to get the production environment built and working. Wish I had added earlier this week but market pressure kept me from doing so. Hopefully seen the last of the $5 prices

https://www.quantumscape.com/wp-content/uploads/2024/10/QS-Shareholder-Letter-Q3-2024.pdf

https://www.quantumscape.com/blog/a-first-look-at-the-qse-5-b-sample/

Old news from July. Nothing about "ownership". Is it still around 17%? Thanks for the post. HAWK

ALERT!! Google has a search engine...just a thought

07/11/2024 Press Release
PowerCo and QuantumScape Announce Landmark Agreement to Industrialize Solid-State Batteries

San Jose, United States / Salzgitter, Germany. Volkswagen Group’s battery company PowerCo and QuantumScape (NYSE: QS) today announced they have entered into a groundbreaking agreement to industrialize QuantumScape’s next-generation solid-state lithium-metal battery technology. Upon satisfactory technical progress and certain royalty payments, QuantumScape will grant PowerCo the license to mass produce battery cells based on QuantumScape’s technology platform.

Under the non-exclusive license, PowerCo can manufacture up to 40 gigawatt-hours (GWh) per year using QuantumScape’s technology with the option to expand up to 80 GWh, enough to outfit approximately one million vehicles per year. The companies believe this high-touch engagement represents the fastest way to achieve gigawatt-hour-scale production of solid-state technology to meet the growing global demand for better electric vehicle batteries. The agreement supersedes an earlier joint venture between the Volkswagen Group and QuantumScape to co-manufacture batteries.

QS, does VW still hold a big position in QS?? Old info said 17%. Anyone know if they have sold/added?? TIA for any input. HAWK

QS insiders starting from CEO ARE all a royal stealing machine. they don't trust their own company. look how much money they took and taking every month of the table that was placed on the table by shareholders

QS went public as a SPAC and the SEC rules on a SPAC are that they have to open at $10.

I think they are getting closer to having a value, but patience is necessary.

yeah too many times 10:30 is LOD

QuantumScope share price LOW POLE REVERSAL today, on 26-July-2024. GLTA

I doubled my investment buying shares at $6.85/ps, this morning

QuantumScape share price Bullish Signal Reversed on 19-July-2024.

I bought some shares at $9. I start small amounts when I plan for the long term. I will keep adding on weakness in steps not exceeding its % presence in my Port.

Most of the good performance in my Port are mostly from the Mag Seven big caps. I am doing great especially this year. My value is almost tripled. But, it's hard to follow a large number of stocks I have. That is my challenge. I don't like to give too much time for stocks. There too many good things in life to pursue in life. I have many interests and hobbies. Health related matters come first of course. A balanced life is equally and more important than the balance in my stock Portfolio.

My small caps have been dormant or losing for the last few years. Many AI companies are subject to the mortality of other past experiences that irrational optimism at this time could hurt those unaware of the early phases of great new things like the Interned in the great bust in 2000.

The current market is dominated by AI. Though this is real, but the changes will take time. Reality has its own pace of what will or can be achieved in the next few years.

Most of the talk that is dominating now makes one feel as if everything is happening at the same time, and the excitement and enthusiasm creates an euphoric feeling and could lead to excesses. The AI is being easily seen in titles of companies to attract capital...including pennyland. Nano tech had decades ago kind of similar sounding situation and the few stocks I bought then went bankrupt. I think exaggeration could harm folks when too much of their port is largely devoted to AI. Maintaining a balanced port is basic. Just few thoughts.

My observation is most stocks get sold off between 10:30 and 11am ,profit takers and ppl seeing the latest runner,fresh pumped ect .
I still haven’t sold QS ,I went out to camp with no access to internet,just able to look now and I am pleasantly surprised ,guess I will hold to see what happens with the big $10.00 resistance ,shares to short continue to drop,16% short and squeezing makes me breath easy.
Back to the lake for me, good skill to you brother!!

Howdy TheFinalCD!! I can't post private.. Can I PM you on twitter? I just followed you.... Mobilesavior....
Or you can use my email at the bottom of my iHub PM... Thanks!! 😇

death hr 9:30-10:30

historically 10:30 has been a painful time for long

Thanks for the info bro! I bought 7,selling Mon before death hr over $8.5 (stop loss 8 )

WV own 17% of QS, Volkswagen's battery unit PowerCo will produce battery cells based on QuantumScape technology, pending technological progress

how great and when

crossing the road

Deal with vw news just out
Fellow yooper (I am in Houghton)

BERLIN (Reuters) - Volkswagen will massively ramp up production of solid-state batteries developed with U.S. startup QuantumScape, both companies said on Thursday, as the German carmaker aims to bring the technology into more vehicles.

Under an agreement announced on Thursday, Volkswagen's battery unit PowerCo will receive the licence to mass-produce battery cells based on QuantumScape technology, pending technological progress and certain royalty payments, they said.

The deal replaces an earlier joint venture between the two companies, Volkswagen said. Volkswagen owns 17% in QuantumScape, according to its annual report, a stake that is currently worth $459 million.

Under the agreement, Volkswagen's battery unit PowerCo can manufacture up to 40 gigawatt-hours (GWh) per year using the QuantumScape technology, with an option to expand to 80 GWh, which is enough to equip approximately 1 million vehicles annually, they said.

Solid-state batteries can hold more energy than current liquid electrolyte batteries. Automakers and analysts expect them to speed transition to EVs by addressing their often limited range, which remains a major consumer concern.

"QuantumScape's technology is poised to enter a pivotal stage where PowerCo's specialized expertise, resources and global factories can help facilitate the transition to industrial-scale production," said PowerCo CEO Frank Blome.

The companies will target a product that will be scaled-up for integration into a Volkswagen Group vehicle series.

The agreement supersedes a joint venture between the two companies to co-manufacture batteries that was founded in 2018.

(Reporting by Christina Amann; Writing by Miranda Murray; Editing by Christoph Steitz and Madeline Chambers)

Time to buy?

QS new 52 week low

Yeah, that was shared a while ago if my memory is correct.

I was hoping a video with the data along side the test like QS did. Everyone likes to see graphs and what that correlates to from the test in its stage.

44,099 views Jan 3, 2023
An independent third-party testing lab has validated Amprius’ 390 Wh/kg polymer electrolyte cell by successfully passing the nail penetration test per the requirements of section 4.7.4.4. of the MIL-PRF-32383 (Military Performance Specification).

The test is used to determine the feasibility of a specific product in combat scenarios. Cells tested in accordance with 4.7.4.4. shall not burn or explode, and the external temperature of each test sample shall not be greater than 338 degrees Fahrenheit (170 degrees Celsius) when penetrated by sharp objects.

When conducting the test, a 0.113-inch diameter stainless steel nail is driven through a fully charged cell at a prescribed speed. The cell is deemed to have passed if there is no smoke or flame following the nail penetration. The test video in real time, slow motion and infrared

Amprius’ innovative polymer electrolyte prevents the penetrating nail from creating a low resistance short circuit, as indicated by the minimal increase in the cell temperature after penetration and only a small decrease in cell voltage. After nail penetration the cell is still functioning and providing power, a critical capability for soldier wearable batteries

QS did an incredible job. Well done.

Thermal chamber test of 300C was awesome to see. Love it.

Providing raw footage of the testing along side of the data is an argument stopper.

Let’s see if AMPX follows up with something along those lines.

Thanks for posting.

Solid State Batteries are Closer Than You Think

QS Battery Safety Report

Several analysts note the level of insider trading as a reason to be cautious. I went through the SEC notices and found 54 Insider trades between Mar 2023 and March 2024, of those 27 took place in a 35 day window from mid-November to before Christmas.

just watch CEO and CFO's SELLING activities of their holding in this company since inception.

I'm reading some analyst for this one along with some other "solid state battery" stocks. And renewables as well. Everyone was excited about these when the company was saying they would be in production either late this year or early 2025.

I've noticed that most of these "new" energy companies are starting to use other language like, "we should be in production in early 2025 with full scale production in 2026".

There are 9 analyst who follow QS and 1 is recommending a "buy", 5 are recommending a "hold" and 3 are recommending a "sell". This is a change from the last time I looked, about 5 months ago.

The consensus target price for the stock this year (from the same analyst) is $6.09 - my view is that it's not unusual for everyone to get caught up in the excitement of a breakthrough product. Then once the "high" wears off the stock comes back to earth, usually because they don't have the revenue to support the current valuation. If it drop further, then I'd be happy to get them cheap, it will come back. IMO