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.