Discover and read the best of Twitter Threads about #QuantumScape
Most recents (7)
1️⃣ Uzun vade yatırım yapmak isteyip hisse ya da coin alan arkadaşlar bazen uzun süre zararda kalmaktan dolayı usanıp satmaya karar veriyorlar. Saygı duyarım. Kaliteli hisselerde ne kadar sular altında kalırsanız kalın bir noktada kara geçeceğimizi hepimiz biliyoruz.
2️⃣ Ama bazen size de oluyor mu “ya bu hisse hep sular altında oluyor, hiç gün yüzü göremiyoruz” dedirtiyor mu size de? Hadi şimdi önce birkaç yabancı hisse örneği üzerinden başlayıp sonrasında da Türk hisselerinden birkaç örnek üzerinde bu konuyu incelemeye çalışalım.
3️⃣ Ele aldığım örneklerin tamamı temettü ve sermaye artırımlarına göre düzeltilmiş veriler olacak. Hisse zirveyi görüyor herkes hevesle giriyor, sonra bir düşüyor bir gün yüzü göstermiyor dediğimiz sinir bozucu hisseler var mı aklınıza gelen? Bir ona bak bir de S&P500’e bak.
Analysis: #NYSE $QS
Case 530 #QuantumScape Corporation
DISCLAIMER: The analysis is strictly for educational purposes and should not be construed as an invitation to trade.
QS 1/3
Case 530 #QuantumScape Corporation
DISCLAIMER: The analysis is strictly for educational purposes and should not be construed as an invitation to trade.
QS 1/3
Daily Chart: Heavily #bearish targeting 38.52- 35.42 a close below the latter eyes the major #support zone 28.58- 19.72. Price needs to close above a minimum 53.02 to target 64.45- 66.12, farther up .....
QS 2/3
QS 2/3
..... balance at 70.35. Medium term #bullishness can only be achieved above synthetic #resistance currently sloping at 91.55.
The #Strategy is printed on the image.
QS 3/3
The #Strategy is printed on the image.
QS 3/3
Why #Tesla needs to double/quadruple down in #China now by increasing EV production, FSD dev; starting RoboTaxi & insurance!
#elonmusk, 4X in China will greatly accelerate transition to sustainable energy and cement Tesla’s leadership.
#elonmusk, 4X in China will greatly accelerate transition to sustainable energy and cement Tesla’s leadership.
Settling down for the much-anticipated #QuantumScape reveal. A little taste of this already on their website, link below. Feels like a thread coming on... ir.quantumscape.com/news/news-deta…
Interesting to hear from the start a clear disclaimer about this showcase presenting "forward looking statements", making clear that reality might differ from expectation outside of QS's control
Recap of investment: they're well-funded by now, having raised ~$1.5bn so far, about ~$300m has gone into R&D so far. VW are committed to the tune of $300m, and have a joint venture with QS for manufacturing. Now they're listed, market cap was ~$15bn last I checked...
Some additional thoughts and numbers on #QuantumScape. Long story short: my estimate is that an "anode-free" solid state cell should fetch ~350 Wh/kg, in the absence of some new miracle positive electrode. Bit lower than 380-480 Wh/kg QS have stated. Thread... 1/
My starting point for my (medium crude) calculations is Tesla - they have probably the most energy-dense +ve on the market now: NCA w/ 90% Ni and a high capacity of ~4.5 mAh/cm2. My cell model gets pretty close to the Model 3 2170 cell numbers, so it's an ok starting point. 2/
My gut feeling is that QS are going to be using a similar Ni-rich electrode, despite mentions of new conversion cathodes - because I think the latter is one technology leap too many for me to believe without any good evidence to the contrary... 3/
. @benchmarkmin breakdown of #Quantumscape & solid state batteries incoming.
If this succeeds commercially, it will not result in additional lithium demand, despite ‘anode-less*’ approach
*in-situ lithium metal being deposited and creating the anode internally on first charge
If this succeeds commercially, it will not result in additional lithium demand, despite ‘anode-less*’ approach
*in-situ lithium metal being deposited and creating the anode internally on first charge
Anodeless: #Quantumscape could save anywhere between 10-15% cost by eliminating the need for an anode in manufacturing.
Many different cost models per chemistry can alter %s.
... but large contract anodes range from $6/kg to $16/kg (synthetic graphite) @benchmarkmin
Many different cost models per chemistry can alter %s.
... but large contract anodes range from $6/kg to $16/kg (synthetic graphite) @benchmarkmin
What could result in 🔼 lithium demand is #Quantumscape’s electrolyte / separator: likely to be a “lithium stuffed garnet”which uses one or more of:
> lithium (hydroxide, carbonate)
> zircon
> Tantalum
> Lanthanum (rare earth series)
All speciality chemicals, not cheap
> lithium (hydroxide, carbonate)
> zircon
> Tantalum
> Lanthanum (rare earth series)
All speciality chemicals, not cheap
News came out today that the solid-state battery company #QuantumScape is going public with a valuation of $3.3B, backed by investors such as Bill Gates and VW. Little is known about their technology though, so here is a recap of what I found. cnbc.com/2020/09/03/bil… #battchat
Their main claim is that they have achieved a functional "anodeless" battery using a solid-state electrolyte. By anodeless they don't mean that the battery uses no anode, but that the anode is formed in-situ with lithium coming out of the cathode during the first charge.
This anodeless configuration would allow them to fabricate lithium metal batteries without the hurdles of using metallic lithium in the manufacturing process, therefore saving costs.
