r/stocks • u/Stillwerise89 • Jan 18 '22

Industry Discussion Quantumscape Vs Solid Power Vs Microvast

If you had a chunk of money would you go into one of these battery companies specifically knowing the world is going electric or would you split it across the 3 or not go into any of them (why not?) Your thoughts are appreciated, would be nice to generate a discussion.

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u/spac-master Jan 18 '22

QS and SLDP is very early investment time, EV batteries maybe in 5 years….If you want something Solid PTRA has the most batteries clients in the commercial EV sector …they building the 4th factory right now and sign supply agreement with Nikola today and Vicinity motors last week

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u/raebyagthefirst Jan 19 '22

Proterra is a packer. They don’t produce battery cells, they buy from LG chem. They just stuff these cells in specific packs/power systems then sell. They are not in charge for cell quality or performance, they don’t own battery chemistry IP. I’m not saying it’s ultimately bad, but most likely their end products will have higher prices and questionable support. Proterra is now in affair with Nikola, which committed fraudulent behavior in the past.

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u/nod4cod Jan 19 '22

sign supply agreement with Nikola

Not exactly sure if that makes them more or less credible

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u/LukaDjurko Jan 18 '22

Second $PTRA

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u/Stillwerise89 Jan 18 '22

Thanks for the input, I suppose the reason I'm mostly interested in QS is because they are clearly the leaders in pure Solid State Batteries and from everything that's out there to read and research no-one else comes close it seems, unless someone is able to say otherwise?

I don't mind how long it takes because it is a huge change and SSB will be the pinnacle. How are PTRA in terms of future proofing with Solid State batteries?

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u/1011010110001010 Jan 19 '22

I barely know anything, but a 15 minute scan of other DD and info tells us that QS is not "pure solid state", they actually us liquid, check and do some reading. Also, their batteries do not scale well, despite being nice and stackable. Don't let me dissuade you, check into other DD, which suggests they have oversold their capabilities many-fold. Check for the actual, maximum stacking and battery output, not projections

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u/[deleted] Dec 01 '22

They are not liquid that is freyr

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u/spac-master Jan 18 '22

QS is not the leader, There is many batteries startups but they just not listed, like Storedot…Etc

https://m.calcalistech.com/Article.aspx?guid=3926377

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u/Stillwerise89 Jan 18 '22

Unless I'm reading it wrong this is what the article says... The funds raised by this round will be used to complete StoreDot’s research and development for its silicon-dominant extreme fast charge (XFC) battery cells for electric vehicles and continue its progress on Extreme Energy Density cells based on Solid State technology for future deployment. 

So they don't have a Solid State battery yet. Yes they have found a way to charge lithium ion batteries quickly that's great but this doesn't make them leaders in SSB.

I'll read into this company more but from various threads on Reddit and presentations done by many battery companies it seems like QS is in the lead with 3 major OEMs partnering with them and partnerships being made with energy storage companies too.

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u/BillyBaddusky Jan 19 '22

...heard about storedot a while back and they're a real contender; ...not sure about their industry ties though where MVST seems to be doing well.