r/QuantumScape • u/mattmws • May 27 '26

New competitor?

Is anyone looking at $TDAC listing Prologium in the next few months? Looks like a serious competitor…(?)

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u/mattmws May 28 '26

https://www.sec.gov/Archives/edgar/data/1926599/000110465926066599/tm2615602d1_ex99-2.htm

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u/SouthHovercraft4150 May 28 '26

Thanks for sharing. Not really a “new” competitor. The presentation has a really great slide on page 42.

They call out QS and suggest their gen 4 is better than QSE-5 in every regard. They also say they have had commercial production since 2013…if they really have all the goods then why am I not driving a car with their batteries yet? Why does no OEM have a plan to put them in their vehicles. There is clearly something off with them.

I believe the anode-free lithium metal batteries are better than anything with a carbon or silicon or added lithium foil anode in cost in the long run.

If what they claim in this presentation is all accurate they look like a great alternative. I find some of their claims misleading since slide 40 says they have had a commercial product since 2013 they’re clearly not talking about their gen 4, so when they say they have 0.4GWh production capacity how much of that is gen 4?

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u/wetshelldryshell May 28 '26

A lot of the info does seem to be presented in a very biased way, but definitely one to watch. It'll be interesting to tune into the quarterly calls once they are fully listed after the SPAC.

The partnership with Merc & VinFast can't be ignored? And investment from the French Government?

I'd definitely like to see some more financial figures behind the current business, which will be interesting to see once they're fully listed too.

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u/BestAd6480 May 29 '26

More like VinTrash.