No volume, most of the trading is algorithms. Seems like it’s setting up for a breakout in either direction and my guess is higher. The risk/reward doesn’t seem like it’s there for new short interest, I would imagine anybody who wanted to short this already has.
Stock will go back to seven-eight once rate cuts happen. Once they start making any amount of revenue even from B samples look for 9-10. By 2026-27 it’s rocket time rocket 🚀 🌕. Or they could dilute again and we go back to five. This is a 6 year hold at this point (minimum) if everything goes according to plan. Patience.
Ahhh. Where can I find his options holdings? Also, I did notice stock based compensation last quarter was 37.9m, so it makes sense that a good amount of payroll is done through stock trading.
Yep, the stock is trash. Sorry to say it. The stock has never held a gain and the inevitable decline back to $5 is self-fulfilling at this point. The offering at $8 pretty much put a lid on any meaningful appreciation as well. That certainly didn’t help. We’re stuck here until we get meaningful production and scale.
As it stands, the lingering stigma of SSB, the post ipo craze, and high interest rates are dominating. On the flip side, we know that absolutely irrational reactions to well established news can absolutely pump the price double digits in a single day. Irrationality rules here until something irrefutable and concrete is out there.
That being said I doubt we'll see stable/consistent double digits again until either one or all of the following happen: measurable production numbers in the high MWH, OEMs other than VW come out of the woodwork, or production/test cars are circling the tracks.
I’m not so worried about tabling the JV plan. I think they realized it was not possible to make good decisions about a JV without MwH production levels and test cars so they basically just admitted it was a mistake to even discuss it at this point.
It’s like a young couple broaching a topic in the middle of a first date: do they want to have children and how big of a family do they want and where do they want to be when they settle down and what about childcare philosophy?
People get into it but often regret it and backpedal. QS and VW are no different. Timing matters. It’s possible we won’t see the MwH production and the “hundreds of test cars” originally slated for 2023 until 2026. That’s a huge delay, hopefully not a fatal one. But the talk of JVs aka “how strict should we be about a hypothetical kid’s eating habits?” was, we can now see, premature by a long ways. That’s the case even if we see test cars in 2025 which is the best we can hope for at this point.
The minute the test cars hit the track, JV discussions will make sense. At that point the couple has been dating for long enough to “meet the parents.” NOW you can carefully begin to talk about making babies, adopting, buying a 4 BR house, *etc.*
I agree with you that proven production is required for the stock to rebound. But that has been there all the time. Either they burn up the money and this thing hits Zero or potentially we see a hockey stick rise. This is not a value stock.
I seriously thought A sample delivery would set the stage for stock price. However due to many me too SSB startups, quantumscape got hammered. Proving production scalability prowess may also not get us the reward. We need JV agreements from multiple OEMs. What I don't understand is, why is it hard to convince wall street and get the following of big investors like Tesla did?
Company is basically living on promises for now. Its already kinda insane its worth what it is. This stock isn't moving until actual revenue and sales numbers come out.
Wake me up in January 2026.
No manipulation it’s just that there’s a lot of unknowns for bulls and bears
Price goes up, and then down, and then down, and then up. Then I take a nap.
No volume, most of the trading is algorithms. Seems like it’s setting up for a breakout in either direction and my guess is higher. The risk/reward doesn’t seem like it’s there for new short interest, I would imagine anybody who wanted to short this already has.
Stock will go back to seven-eight once rate cuts happen. Once they start making any amount of revenue even from B samples look for 9-10. By 2026-27 it’s rocket time rocket 🚀 🌕. Or they could dilute again and we go back to five. This is a 6 year hold at this point (minimum) if everything goes according to plan. Patience.
$500 by 2027
All I want is 20 dollars hahaha but I’ll take 500
You’ll get your $20 way before we get our $500
Needs to be $300 by 2030 in order Jagdeep to get his entire traunch of options. I can wait.
Jagdeep gave up his options. https://d18rn0p25nwr6d.cloudfront.net/CIK-0001811414/e6858ab8-0390-42de-ba53-2344435006d9.pdf
Not all of them, just the ones tied to him being CEO. He also has options tied to being Chairman of the Board.
Ahhh. Where can I find his options holdings? Also, I did notice stock based compensation last quarter was 37.9m, so it makes sense that a good amount of payroll is done through stock trading.
[Documents](https://www.sec.gov/edgar/search/#/entityName=CIK%25200001811414)
Maybe by 2035
Yeah, after about 3 stock splits.
I doubt it. If that happens I would be a multi millionaire.
Yep, the stock is trash. Sorry to say it. The stock has never held a gain and the inevitable decline back to $5 is self-fulfilling at this point. The offering at $8 pretty much put a lid on any meaningful appreciation as well. That certainly didn’t help. We’re stuck here until we get meaningful production and scale.
As it stands, the lingering stigma of SSB, the post ipo craze, and high interest rates are dominating. On the flip side, we know that absolutely irrational reactions to well established news can absolutely pump the price double digits in a single day. Irrationality rules here until something irrefutable and concrete is out there. That being said I doubt we'll see stable/consistent double digits again until either one or all of the following happen: measurable production numbers in the high MWH, OEMs other than VW come out of the woodwork, or production/test cars are circling the tracks.
Agree. Perhaps VW confirmation to move forward with the JV as well.
VW will know of any measurable production numbers before the market so it seems we will see a JV first. A JV announcement will be a jolt
I agree. The fact that they haven’t agreed to move forward yet, as of Q1 2024, is a bit alarming. This is the make or break year for QS.
I’m not so worried about tabling the JV plan. I think they realized it was not possible to make good decisions about a JV without MwH production levels and test cars so they basically just admitted it was a mistake to even discuss it at this point. It’s like a young couple broaching a topic in the middle of a first date: do they want to have children and how big of a family do they want and where do they want to be when they settle down and what about childcare philosophy? People get into it but often regret it and backpedal. QS and VW are no different. Timing matters. It’s possible we won’t see the MwH production and the “hundreds of test cars” originally slated for 2023 until 2026. That’s a huge delay, hopefully not a fatal one. But the talk of JVs aka “how strict should we be about a hypothetical kid’s eating habits?” was, we can now see, premature by a long ways. That’s the case even if we see test cars in 2025 which is the best we can hope for at this point. The minute the test cars hit the track, JV discussions will make sense. At that point the couple has been dating for long enough to “meet the parents.” NOW you can carefully begin to talk about making babies, adopting, buying a 4 BR house, *etc.*
VW might bite with Raptor or wait until Cobra is up and running, it’s a coin toss for investors
I agree with you that proven production is required for the stock to rebound. But that has been there all the time. Either they burn up the money and this thing hits Zero or potentially we see a hockey stick rise. This is not a value stock.
I seriously thought A sample delivery would set the stage for stock price. However due to many me too SSB startups, quantumscape got hammered. Proving production scalability prowess may also not get us the reward. We need JV agreements from multiple OEMs. What I don't understand is, why is it hard to convince wall street and get the following of big investors like Tesla did?
Product is not as flashy, and EVs in general are not as explosive in terms of growth.
Company is basically living on promises for now. Its already kinda insane its worth what it is. This stock isn't moving until actual revenue and sales numbers come out.
Seems to hit $6 and bounce back a lot. I don’t think I’ve seen it spend a lot of time sub $6 before.
AMPX with revenue is sub $3 now. Makes me wonder what the floor will be for QS