Quantumscape Corp (QS) ニュース

QSI BLOWING UP

Production in 2025... The QSE-5 B sample features energy density of 844 Wh/L and is able to fast charge from 10% to 80% in 12.2 minutes.
$6.50- $7.88 a profit zone above for now $5.35 to $6.25 

Thanks for the update. Last I saw it was 17%. HAWK

Ownership: the latest I could find was from a site that did not state their source:

Quantumscape (NYSE: QS) is owned by 25.43% institutional shareholders, 41.06% Quantumscape insiders, and 33.51% retail investors. Volkswagen Group Of America Investments LLC is the largest individual Quantumscape shareholder, owning 68.24M shares representing 13.32% of the company.

The site was WallStreetZen - they don't say where they got their information. Other sites will quote the last Quarterly and say VW owns 17%.

A couple of notes regarding the future:

1) All 3 majors in the US, (Stellantis - GM/GMC - Ford/Lincoln) - have already spent billions in development and retooling of factories, that are only recoverable if they sell EVs or EV/Gas Hybrids. Q3 of 2024 saw EV ownership at 8.9% of the market. This percentage has been on a steady upward trend.

2) Mercedes, BMW, Audi (VW group) and Stellantis (owners of Chrysler/Dodge/Jeep/Ram) have all made commitments and allocated the funding for a transition. At this point it would appear we'll see a lot of hybrids first followed by all-electric cars.

3) Toyota has announced that every model they make will have a hybrid option (small gas engine with a battery. No later than 2025.

4) Ram just recently announced they will have their first hybrid truck (1500 REV) which will have a 6 cylinder gas engine acting as a generator to keep the battery charged. They said the range will be at least 500 miles.

The point is that all of these companies are already in the process of retooling manufacturing lines and will probably NOT throw out that investment so that they can retool for gas engines. Add to that, expect Elon to bend Trumps ear on this issue.

The two big reasons most often expressed, as to why Americans don't want to buy an EV are the following: 1) lack of charging stations (think gas stations for EVs) and 2) Range anxiety.

Several recent events might change that. A) Private companies have announced, this year, several hundreds of millions in private investments to build out the infrastructure (just in the US), B) the current administration announced (last January) $623mil in grants to build out the US charging charging infrastructure. C) Ford announced this year their BlueOval SK (Korean company) Battery Park in Kentucky. At 3.9 million sq/ft it will be the largest battery facility in the world. Construction has already begun.

I assume everyone already knows the benefits of Solid State batteries, one of which will address the range issue. I expect to see them in the 2027 model year. I know everyone, including QS seems to think it will be earlier but I prefer to lower my expectations and then hope I am wrong.

I think the "new" administration will be big on talk (like when they promised to replace the existing healthcare system with a new improved one) Trump then had to admit that "no one knew how difficult it would be to replace the current system." And subsequently did nothing.

He might be able to slow it down but he has two people on his team, Elon and RFK Jf who believe in Global Warming. He'll find a way to say he forced everyone to build Hybrids and then move onto some other social issue. IMO

Drill baby drill and go backwards or will Musk push for more on EVs? VW owns 17% of QS and they are constructing a factory to produce batteries. "IF" QS is their choice pps will soar. TWT. HAWK

Wonder how this will go with the new regime coming in?

1st assumption an investor should make:

1) VW is huge, so like any investor with cash - never gamble on one horse.
NOTE: VW executives have stated via video links (you'll have to look them up) that they are positive about the relationship and have a plant where QS batteries can be produced.. What we need to note is this: IF VW is wrong they'll adjust the plant for other purposes. Meaning that they have the capital to make mistakes.

2) do a search on who VW is partnering on with EV production. They are not placing all of their bets on just one horse. Try NorthVolt, Ecobat, etc - But my impression is that their focus is on QS and when we see that happen - this horse will run

After you have asked that question, I found some links on QS website to their Executives talking positively about QS. (why wouldn't they? You don't bash someone you hope will succeed!)

I'm waiting until I see something a little more definite from VW - I'm hopeful on this one - I'm not negative but I'd rather buy this at $6 knowing they have a firm deal for a defined $ amount and then I can determine what that is worth.

GL - I'll be here...I've been following them for awhile - I want them to succeed!!

1st assumption an investor should make:

1) VW is huge, so like any investor with cash - never gamble on one horse.
NOTE: VW executives have stated via video links (you'll have to look them up) that they are positive about the relationship and have a plant where QS batteries can be produced.. What we need to note is this: IF VW is wrong they'll adjust the plant for other purposes. Meaning that they have the capital to make mistakes.

2) do a search on who VW is partnering on with EV production. They are not placing all of their bets on just one horse. Try NorthVolt, Ecobat, etc - But my impression is that their focus is on QS and when we see that happen - this horse will run

After you have asked that question, I found some links on QS website to their Executives talking positively about QS. (why wouldn't they? You don't bash someone you hope will succeed!)

I'm waiting until I see something a little more definite from VW - I'm hopeful on this one - I'm not negative but I'd rather buy this at $6 knowing they have a firm deal for a defined $ amount and then I can determine what that is worth.

GL - I'll be here...I've been following them for awhile - I want them to succeed!!

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?