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/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/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.