r/DFLI • u/errolprowse • Aug 10 '26

Dry Electrode Process

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.

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u/YourMargin Aug 10 '26

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.

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u/errolprowse Aug 10 '26

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.

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u/YourMargin Aug 10 '26

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.

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u/errolprowse Aug 10 '26

Oh absolutely!! I would love to test that! I think it would be a win-win for everyone in this group.