Thursday, March 25, 2021 3:09:56 PM
1) Co does not have a product on the market so is viewed as a " long duration " investment ...ie payoff is years down the road and many things can change in the meantime .
2) Growing awareness that VW and TSLA are moving to using -iron-phospahate in cathodes ...vs the nickel , cobalt , manganese used in QS's cathodes .
TSLA is installing these types of batteries already in their Chinese Model 3's .
They are not as efficient as batteries using a lot of cobalt and nickel ....but are 47% less expensive and the battery pack is a signifiant part of the cost of the car.
If this trend continues QS's batteries will be limited to high performance cars ....as opposed to widespread adoption.
Above is based on my limited understanding of battery technology .
I'm still long QS but I'm recognizing its a very competitive field and there are significant issues with the supply and cost of cobalt and nickel for large scale production of QS's batteries
Kiwi
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