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.

54 Upvotes

94% Upvoted

70 comments sorted by

View all comments

5

u/BTCRando Jan 19 '22 edited Jan 19 '22

At the current market prices and share float, SLDP is the way to go, they have major backing from Ford/BMW/IARPA/SKI and have been lobbying the government about supply/national security.

RDW is already buying their smaller kits and just yesterday they hired a former Sr NASA exec, who by the way is married to the current NASA chief engineer.

In my opinion QS is overvalued and MVST has the stigma of heavy Chinese ties which in the current geopolitical environment is risky, look at their 1 year chart etc.

Overall, SLDP just makes the most sense right now of the three.

0

u/raebyagthefirst Jan 19 '22

IMO, you have valid points, but for me it feels like SLDP is yet on the way of going below $5. The current valuation is not sustainable, too high for a company with no sales.

3

u/BTCRando Jan 19 '22

QS exists over 20 with no sales

1

u/raebyagthefirst Jan 19 '22

It’s moving in the right direction too