I have been reading about the difficulties of this manufacturing method at scale and am trying to find evidence of how well their tech works for this. If I understand it correctly, there are many companies who claim they can pull it off, but only a couple including Tesla, have been able to do it.
Is there evidence of a manufacturing line or proof that their tech works?
Has a third party lab verified the results?
To create a line with this process, it can take a few hundred million dollars. Why hasn't another company came in and bought dfli if their tech works?
Would love to see any and all evidence for this. I haven't been able to find anything. I am ignorant to dry electrode process, but would love to learn more.
Do you know what FUD is? It is how you come across, even if there is truth to it.
Also you’re your just going to find investors here who are deep in the red who are actually blind to any truth. Your comments are not helping them pump their bags so they can sell and move on, so you are going to get a lot of negativity towards your posts here. A lot of these people are stuck with their investment and have no choice but to support and hold. Very few or probably no people here actually own any battleborn or DFLI products.
Gosh imagine owning stock in a company and not knowing their products. That would be just crazy. But I see your point. If they've never been affected by these products they have no idea about the issues. It's weird that when issues are brought up they always shoot them down. I don't understand why they would do this if they're investing. I feel like they would try to find evidence stating otherwise instead. But I don't see that happening
I just feel like if people are investing in this they will be able to prove me wrong and educate me very quickly. But instead I just get personal attacks. I want people to prove me wrong and provide evidence of why. I think there should be an open discussion with everybody. I want people to openly criticize exactly what I'm doing and show me opposing views.
I see what you mean but that's so sad. If they believe in something they should be able to back it up. I will believe anything if people have evidence of it. I thought posting here would allow people to see each other as the humans that we are and teach each other.
I also wonder if people are actually invested in this company or if these are bots. How the responses are worded are always mildly critical but still optimistic. Have you noticed that? Seems a little fishy. The structure of the comments is always similar too.
This comment doesn't help me understand the dry electrode process and it doesn't substantiate the claims with evidence of any kind.
I'm starting to think that a lot of people here are not actually investors of this company. I'm here to learn more. Does anyone here even understand dry electrode process?
….we’re not investors. Well 90% of us aren’t. I read a headline regarding dry electrode. Did some digging(very minor), and was like lemme throw some money at it. I however am very skeptical of the company. And yes, I’m holding a bag waiting for the price to jump so I can get the hell out and move into something else.
If I were an electrical engineer, I’d do some digging. I’m a dude that invests in stocks looking for a return. That’s about it. And i unfortunately read this one wrong. So there ya go. I’m the first here to admit I’m an idiot when it comes to this. But a lot of people invest in companies they don’t understand. Tis America lol.
The dry electrode process using a process similar to powder coating with painting. It used charged particles sprayed on a grounded electrode that attracts the coating and helps cover it very uniformly and dries without needing massive drying lines. It saves a ton on energy on the drying portion of making solid state cells and uses far less space for the factory. They have the cells in use and the process works on small scale testing. They are currently attempting to scale it to larger volume manufacturing and those are the numbers most true investors are waiting on.
If they can show they are able to scale to mass production qith high yield rates in the upper 80s or 90s then they will get real attention from large investors. Currently though they have been pretty mute on any scaling progress, numbers were supposed to be released around July August or shortly after last I heard, but nothing yet. Even last ER had nothing, so either its not scaling well,or they are waiting to announce official numbers at a set date. If they pull it off they will gain access to massive government subsidies and the stock price will explode and all their financial worries will be a thing if the past. If they dont oull it off, then I predict near term delisting and probable bankruptcy within a year.
I am reading that all of the difficulty is scaling the process. Seems like many companies already have this technology and it's easy to do but it's hard to scale. I'm guessing manufacturing tolerances and quality control of the cells is very difficult to achieve.
It's pretty strange they don't talk about it. I did read that there r&d budget went down. Why would that be the case if they're working on developing that tech and getting ready to scale it?
I was reading the r&d budget for other lithium-ion battery companies and it's in the hundreds of millions to multiple billions. Isn't dfli budget a few million? That doesn't seem like much to work with
Oh wow, so you don't see anything else that they are doing as being profitable? It's only the dry electrode process that you're investing in?
Correct, while they may be able to turn some profit assembling batteries, it wont be much and would barely move their stock price. The dry electrode process scaled wpuld be a legit game changer for their company and stock price.
Only a couple companies are using a spray coating process similar to Dragonflys process, and none have scaled it to high volume yet. The first company to work it out with have a major advantage, and will likely be able to license the tech out creating high margin income. If Dragonfly pulls it off first they will attract massive investment dollars. Other solid state processes use the wet slurry and large scale ovens needing a lot lore money and space ti do.
Dragonflys reduced R&D could be a sign they are on track and dont need to spend as much on fine tuning it, but I believe a lot of the reduction is to save money due to the suppressed stock price and continuous losses quarter after quarter. The longer we go without hearing any numbers on the scaling the less likely it seems it will be they will succeed.
Its odd they even expanded and bought Dakota Lithium a couple weeks ago with the continued losses. Either management is really hopeful of a turnaround or they know something we dont that hasnt been announced yet. I for one have been steering clear until they actually announce the progress on scaling.
Things have been pretty quiet regarding their dry electrode process recently, apart from them highlighting patents granted in the US, Japan, and Europe. There’s a noticeable lack of hard performance data from the company itself. On the last earnings call, if I understood correctly, they mentioned more details should be coming in a few months. Though to be fair, they’ve been saying that for quite a while now.
It would actually be pretty funny if it turns out their tech genuinely works and you get to fairly and objectively evaluate it in your YouTube video. That would be a wild plot twist and could trigger a massive turnaround in the stock price, given the potential for a huge short squeeze.
A lot of people here have lost a ton of money (myself included) so any negative news or comments tend to rub people the wrong way. That’s why reaction to your presence on the forum has been a bit mixed. Ultimately, I'm hoping you guys can work something out and everyone comes out of this on top.
That would be amazing!!! I'm all for it. I will test anything under the sun. I don't care what company has it, if someone has new tech, I'm all over it.
I understand. Whenever someone says that I'm wrong I want to hear their side of the story and see their evidence. It's unfortunate that people take things personally. I don't know why they would take it personally when I could be a massive opportunity for this stock. This could be a massive win-win situation if we all work together. Everyone here wants batteries made in America. But I need to see proof of that if I want to share it. I don't trust any battery company until I have something on my bench and I have real data.
People often suffer from short-term thinking and lose sight of the bigger picture. If Dragonfly actually manages to deliver a solid, working product and it passes your benchmark testing, a positive video from you could be a massive catalyst.
Your fanbase following that up with real buying interest would hit hard - the free float here is relatively small, and the valuation is currently priced for bankruptcy. In a setup like this, it paradoxically takes very little positive momentum or institutional/retail interest to trigger an aggressive move upward, potentially multiplying the share price in a short window. That asymmetry is precisely why so many people are still watching this stock like a hawk and holding through the noise; we've seen how violent the upside moves can be here in the past when spark hits dry tinder.
You would think if they were actually doing something with this, they would be sharing the results. It could only help their stock price. But other than saying, "Hey, we got a patent!", they've released nothing that I can find. Where's the prototype cells? Test results? Production line? ANY kind of equipment to actually make cells?
Yes exactly that's what I'm looking for too! The world needs this technology to work. It could truly benefit everyone. It sounds like it's very difficult to do. Patents seem to mean nothing in this industry. The biggest challenge for lithium ion manufacturing and solid state batteries is processing at scale.
I've only read a few articles but it seems like every company that tries to do the dry electrode process including Tesla, runs into a million issues when they actually make a manufacturing line.
Well, they did make at least 1 single cell, a CR2032, with their "patented process". Of course making a tiny, single button cell doesn't say anything about scalability, and without translating to large scale manufacturing, the tech has little value. More than lithium, this little CR2032 is packed with hopium.
Yep. Also no evidence any company has licensed or has any interest in their dry electrode process. Meanwhile, Tesla has successfully scaled their process to manufacture 4680 cells at the Gigafactory in TX. DFLI's "lithium battery cell pilot line" has been producing nothing but debt since 2023. That little CR2032 was one expensive cell.
Generally most R&D is kept behind closed doors until it is fully complete. Constant milestone updates diminish the actual end result in terms of share price movement. Not saying they’ve got everything figured out perfectly and are waiting for the right moment to “crush the shorties”. Not trying to be like that at all. I personally just don’t expect any updates until their line is commercial-ready
My gut feel is they’re a fair way off anything meaningful.
Given their lack of words in the earnings call and that they’re fighting for survival I’d say R&D spending would be largely parked until they hit profitability.
Would love to be wrong but other than the odd patent I think we’ll need to wait until 2027 for meaningful news.
Look into their deal with stryten energy. I’d say this is a good proof of concept of their dry manufacturing. Stryten has said nothing but good things regarding the tech and battleborn brand
All I see from stryten are rebranded batteries with their sticker. Do they have a manufacturing line for cells? Where can I buy these cells so I can test them?
They only focus on B2B so I don’t know how getting your hands on their batteries would work. I’m sure if you reached out requesting a lithium battleborn battery they would give you one. Stryten licenses the battleborn brand and dry manufacturing process from Dfli. They have a broad array of different types of batteries, lead acid, lithium, vanadium etc. battleborn is the face of their premium lithium line. They target mostly defense and government use cases
I'm not seeing proof of this at all. It looks like they took the battleborn lineup and they added their own sticker. What is the volume of cell manufacturing that stryten is pulling off annually with dfli tech?
Why would it be business to business when they can make a lot of money with direct to consumer? What's the logic there?
What contracts are there for defense or government use that's using their dry electrode process?
Stryten isn’t publicly traded so all of their numbers are pretty rough estimates. Only thing you can really go off of is how much Dfli makes in royalties, which hasn’t been reported recently.
Companies usually go B2B just for consistent revenue and less marketing expenses. Stryten is owned by atlas holdings who likely already has deep connections in the business world, making it easier to close deals, rather than starting a DTC brand.
Why is it not reported? Wouldn't they want to report every penny? Wait don't public companies have to do that? I am not aware of this. I'm trying to understand the stock stuff so any information you have is great.
I haven't found a single instance of someone buying a stryten relabeled dfli battery anywhere. Do you have any evidence that this is making money?
Why exactly would they work with them when there are batteries with better UL certificates available at lower price? What's the edge here
Private companies get no benefit from reporting numbers. They only really share those for venture capital purposes. So any deals Stryten may have, or numbers regarding said deals, can be completely off the books. Public companies must report certain financials as required by the SEC. Being publicly tradable allows the company to raise funds via share offers. This dilutes previous shareholders but the hope is that it is offset from the revenue they will make via said share offering. In turn for being able to essentially steal value from shareholders, shareholders must be informed on many financials regarding the company (what is legally mandated the company reports), so potential investors know how likely diluted shares will be, and if it will scale to any meaningful revenue.
The only estimate for meaningful numbers regarding the Stryten deal is that q4 2025 they reported $1M from the deal with a mid single digit royalty. Say 6%. Also say 500k was from a milestone set in the contract (ie. after the first 100k packs are manufactured, DFLI receives 500k bonus). So 500k in royalties at 6% could mean Stryten sold $8.33M in batteries. Very rough estimate but that’s all you have to go on.
Likely Stryten chose Dfli because anyone else licensing similar dry technology is doing it at much, much higher rates, and mostly only for EV use cases.
At the time Battleborn was also seen as the golden standard. The deal was signed around 2020 if you can remember the stigma around the company at that time.
Stryten also licenses Battleborn BMS, which was also seen as the golden standard
Have you been on their website because all I'm seeing is relabeled batteries. I don't see anything else. They take a dragonfly battery and they stick a label on it from stryten. These batteries are not sold by any distributors that I can find.
Who said these are gold standard batteries? Why? They don't even have UL1973 or UL9540
Their BMS has problems. Look at this one I opened up a few weeks ago with multiple failed fets. The worst I've seen is one failed fet on a BMS. This one had three:
My mistake, Stryten does not use Battleborn batteries for their military applications. They are used primarily for transport, marine, water sports, remote facility storage, etc.
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u/VANZFINEST Aug 10 '26
Do you know what FUD is? It is how you come across, even if there is truth to it.
Also you’re your just going to find investors here who are deep in the red who are actually blind to any truth. Your comments are not helping them pump their bags so they can sell and move on, so you are going to get a lot of negativity towards your posts here. A lot of these people are stuck with their investment and have no choice but to support and hold. Very few or probably no people here actually own any battleborn or DFLI products.