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   Technology StocksQuantumScape Corporation


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From: Cooters2/23/2021 2:33:42 PM
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I saw discussions on QS on a variety of boards but didn't see one dedicated to it. The CEO was very impressive on CNBC recently when discussing their recently announced advancements. Hope interested parties migrate here(too).

Welcome in advance, Cooters

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To: Cooters who wrote (1)2/24/2021 12:11:15 AM
From: Carkey
   of 25
 
So much to post I’ll have to come back when I have more time.

QuantumScape is focused on Lithium-metal instead of Lithium-ION batteries. Lithium metal (and I would like someone to verify this) allows for higher energy density to weight ratio.

From what I have read so far this technology has an anticipated 500 mile range for an EV with a recharge to 80% within 15 minutes.

I think I have read about other battery ventures working toward this distance and recharge time as well but QuantumScape is fully focused on an ASSB (All Solid-State Battery) which has less to no potential to ignited when they short circuit than a battery using a semi liquid electrolyte as current lithium-ion batteries in all of their variants do.

According their the 4th Q 2020 results earnings call:

“We believe we are the only player to have shown a solid-state lithium-metal single layer building block capable of meeting the key requirements of long cycle life, high current density and unelevated temperatures

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From: Carkey2/24/2021 7:46:08 AM
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Announces Pilot battery factory 2/16/21

QuantumScape announces pilot battery production factory in California - Electrek

'They also announced a plan to bring the product to volume production in partnership with Volkswagen by 2024'

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From: Carkey2/24/2021 7:54:34 AM
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The core of the QuantumScape's achievement in ASSBs is a ceramic separator .

this website is from Dec 8th 2020..

Tesla co-founder on QuantumScape's new battery: it's a breakthrough (electrek.co)

‘Tesla co-founder JB Straubel on QuantumScape’s new fast-charging battery: It’s a ‘major breakthrough’

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From: Cooters2/25/2021 11:53:59 AM
2 Recommendations   of 25
 
Here's a counterpoint article, counter to the CEO's very compelling point about achieving a multi-level cell breakthrough.

QS Stock Still a Risky Gamble With Investor Lawsuits Pending | InvestorPlace

<snip>

Last month, Brian Morin wrote a piece on Seeking Alpha that shocked QuantumScape believers. While acknowledging that the company’s science was “very good,” he also concluded thus: “Their batteries are small and unproven – not yet as big as an iWatch battery, and never tested outside a lab.”
He went on to question whether the technology they claim to have is even possible.

“[Making such a battery capable of running an EV] is hard – very, very hard,” Morin said. “So hard, in fact, that nobody has done it. I’ve read many dozens of research papers where scientists have tried … but then apologize for the lack of a complete working battery, and lay out the significant challenges ahead.”

------------

PS - I don't have an issue with the second paragraph BTW, of course it hasn't been done, that would be the lure if QS can do it. My concern is how far long along the path from science project to commercial product is QS and are they $23B (market cap) along that path. Cooters

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From: Carkey2/26/2021 9:44:37 AM
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this is an interesting bit from the same seeking alpha article indicating QS' target architecture would not be state of the art when they achieve it

Energy Density: They talk about being able to get to an energy density of 400 Wh/kg, which would be great. However, they clearly have not yet, as all their graphs are normalized to 100%, not to an actual capacity. And Amprius is already making cells with 450 Wh/kg, and Tesla claimed on their Battery Day that they could achieve 350 Wh/kg. So, while nice, this energy density they hope to achieve in 2028 will not beat today's state of the art, and will not be state of the art when it is achieved.

I need to study that Jan article in more depth to learn more of the problems with making an ASSB.

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From: Carkey3/11/2021 8:38:13 PM
   of 25
 
competition for QS - GM/Solid Energy effort and LG as a possible American production partner.
GM longer-lasting, cheaper Ultium EV battery tech revealed - SlashGear

So far there are three companies working Lithium Metal as the base for their ASSB:
QS/ Volkswagen
Solid Power/ Ford, Hyundai, BMW
Solid Energy/ GM

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From: Carkey3/11/2021 10:02:13 PM
   of 25
 
While they do not make an ASSB, CUBERG from Emeryville California and just purchased by Sweden's Northvolt uses lithium metal but a Non-Flammable liquid electrolyte.

Cuberg | Home

Cuberg’s batteries are based on an innovative non-flammable electrolyte combined with a lightweight lithium metal anode. Verified in 2020 by the U.S. Department of Energy, our cell architecture radically increases energy density and power while ensuring product reliability and safety.

Moreover, our technology is optimally designed for rapid commercialization. Rather than requiring new production techniques, Cuberg batteries are fully compatible with current manufacturing technology. This gives our customers the confidence that they can scale up quickly, enabling them to focus on bringing transformative new mobility solutions to market.

I cannot determine what temperature parameters their batteries are expected to operate within.

CUBERG has been working primarily with Boeing and flight mobility technology but NORTHVOLT is s Volkswagen partner:
Volkswagen Battery Partner Northvolt Snaps Up Cuberg And Aims For 1000Wh/l (forbes.com)

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From: Carkey3/15/2021 11:58:20 PM
   of 25
 
From Reuters article - 'Volkswagen takes aim at Tesla with own European gigafactories.'

Volkswagen takes aim at Tesla with own European gigafactories | Reuters

Most of this article shows the show the quickly changing EV landscape. I am not proposing that Volkswagen's strategy is going to dominate. But is does demonstrate what one of QS's investors is doing to insure they are a winner in the EV market place

Volkswagen growth strategy

· First 40 GWh would come from Sweden’s Northvolt, with production starting in 2023.

· Then will raise its 20% stake in Northvolt and also take over the Swedish firm’s stake in a planned battery cell venture in the German city of Salzgitter, which will form the second factory from 2025.

· Followed by a factory in Spain, France or Portugal in 2026

· Then additions somewhere in Poland, Slovakia or the Czech Republic by 2027

· Finally, two more plants will be set up by 2030.



Fast-charging points:

· Partnerships with oil major BP as well as top European utilities Enel and Iberdrola, Volkswagen aims to operate about 18,000 public fast-charging points in Europe by 2025.

· In North America, Volkswagen targets 3,500 fast-charging points by the end of 2021 via its Electrify America unit,

· while in China, the world’s largest car market, the group aims for 17,000 by 2025.



About battery tech:

Shifting to design, Volkswagen unveiled plans to have a new unified prismatic battery cell from 2023, which will support cost cuts generated by the higher level of in-house cell production and could impact its current suppliers.



· Electric vehicle makers, including Tesla, are using cylindrical battery cells, which resemble flashlight batteries and are relatively inexpensive and easy to manufacture.

· Prismatic cells, which resemble a thin hardcover book, are housed in a rectangular metal case and are more expensive.

· Pouch cells, another alternative, are thinner and lighter, and resemble a flexible metal mailing envelope.



Someone needs to check me on this but I believe QS’s development centers around ‘Pouch Cells’

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From: Glenn Petersen3/22/2021 6:58:15 PM
   of 25
 
Smart move. Take advantage of a hot market and build up the war chest.

QuantumScape Announces Proposed Public Offering of Class A Common Stock

March 22, 2021 05:07 PM Eastern Daylight Time

SAN JOSE, Calif.--( BUSINESS WIRE)--QuantumScape Corporation (NYSE: QS), today commenced an underwritten public offering of 13,000,000 shares of its Class A common stock being offered by QuantumScape. QuantumScape intends to grant the underwriters a 30-day option to purchase up to an additional 1,950,000 shares of Class A common stock. The offering is subject to market conditions, and there can be no assurance as to whether or when the offering may be completed, or as to the actual size or terms of the offering.

QuantumScape intends to use the net proceeds it receives from the offering to build a larger QS-0 pre-pilot line than recently announced; to cover its full share of equity contributions to its joint venture with VW for the previously disclosed 20GWh expansion of QS-1 joint manufacturing facility; and for working capital and general corporate purposes.

Goldman Sachs & Co. LLC and Morgan Stanley are acting as joint lead book-running managers for the Offering. Deutsche Bank Securities is acting as an additional book-running manager.

The offering will be made only by means of a prospectus. A preliminary prospectus related to the offering has been filed with the Securities and Exchange Commission (the "SEC") and is available on the SEC’s website at cts.businesswire.com. Copies of the preliminary prospectus may also be obtained by contacting: Goldman Sachs & Co. LLC, Attention: Prospectus Department, 200 West Street, New York, NY 10282, by phone at (866) 471-2526, or by email at prospectus-ny@ny.email.gs.com; or Morgan Stanley & Co. LLC, Attention: Prospectus Department, 180 Varick Street, 2nd Floor, New York, NY 10014.

A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy these securities be accepted, prior to the time the registration statement becomes effective. This press release shall not constitute an offer to sell or the solicitation of an offer to buy nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation, or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

<snip>

Story Link

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