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Replies to post #4 on Solid Power Inc (SLDP)
INTERVIEW - Doug Campbell, CEO of Solid Power
Date: June 17, 2021
Oliver Renick, TD Ameritrade
Just announced this week, a merger with Decarbonisation Plus, and will be coming to the market. Doug Welcome to the show, appreciate you being here, first explain to us your technology, what is the Solid State battery, and what do you want to do with it.
Doug Campbell, CEO of Solid Power
Now well first thanks for having me on your show. So, thank you. I’ll start first with just sort of a quick textbook definition of solid state battery, which is this, just as the name implies, you’re simply replacing the liquid components that you see in conventional lithium ion cells with solid. That in of itself isn’t that exciting but it’s really what solid state enables, and it’s really from Solid Power’s perspective a combination of substantial improvements in energy, improvements in high temperature stability, and improvements in safety, in comparison to today’s industry standard lithium ion batteries
Oliver Renick, TD Ameritrade
How do you differ from competitors and the overall landscape, do you need to differentiate from other solid state battery companies? We’ve seen a few that have gotten a lot of attention over the past year, or is this just a large enough scale game where you just want a piece of land to to own?
Doug Campbell, CEO of Solid Power
Now that’s a great question. No, we clearly have differentiating technology. First and foremost, we’re 100% solid, so meaning unlike some of our peer companies there is no liquid or gel component whatsoever in our cell and that’s what allows us to deliver on the high temperature stability as well as the enhanced safety benefits and then I would say the overarching differentiator is that when we established the company, our strategy was to focus on solid state batteries and all the great things they bring to the table, but we wanted to focus only on solid state battery technology that is highly manufacturable, and of course, the videos here show you that our definition of highly manufacturable is fully compatible with today’s industry standard rules for all production processes and equipment, as it’s used in production of today’s lithium ion batteries.
Oliver Renick, TD Ameritrade
Right now, do you have everything you need to build the batteries. Is this SPAC and going into public markets about raising money to build out manufacturing ability, hiring, walk me through what is next for the company is that you’ll get this cash influx?
Doug Campbell, CEO of Solid Power
Yeah absolutely, the capital that we will be raising through this transaction is strictly growth capital. So you know, today we have a megawatt hour scale roll to roll production line that essentially mirrors lithium ion production. We’re certainly going to scale that a bit, so that we can get to full scale in terms of size for the batteries for our OEM partners, and then in parallel, we’re going to be scaling rather considerably. This single material component we produce at Solid Power which is our solid electrolyte material.
Oliver Renick, TD Ameritrade
In your press release you say Ford and the BMW Group aim to utilize Solid Power’s battery technology. What does that mean, aim to utilize?
Doug Campbell, CEO of Solid Power
Essentially integrating their vehicles. So what we have executed in parallel with this transaction is very extensive, very detailed vehicle integration programs that initiates the formal automotive qualification phase in early 2022, and then really goes to the entire vehicle automotive qualification phase and then of course into vehicle introduction.
Oliver Renick, TD Ameritrade
What is the relationship with Ford and BMW? Fo they have commitments with your product right now, do they have buying commitments or integration plans from a construction perspective in the vehicles, what is the status of that relationship?
Doug Campbell, CEO of Solid Power
Yeah, first and foremost you know, no OEM is going to issue a supply contract until you have, you know you’ve been fully qualified. In the automotive world that is not trivial. So that’s essentially what we’re kicking off, but in our agreements we do indeed have a framework. It’s a Stage Gate process but it does culminate in supply agreements.
Oliver Renick, TD Ameritrade
Ok so supply agreements for Ford and BMW right now, can you give me an idea about the nature of these agreements are? If you do something they’ll pay this amount, or the timeline for them?
Doug Campbell, CEO of Solid Power
In some respects, we do have some specified volumes, but the timeline is really about really qualification. So, you know, we’ve got to get through what’s called in the industry an A sample, and a B sample validation phase in the relative near term. When I say near term, get that completed by the end of 2023. Just so your viewers are aware, successfully concluding B sample is a big deal because at that point, you have demonstrated full compliance with the full set of automotive requirements and you’re essentially designed frozen.
Oliver Renick, TD Ameritrade
Is there a revenue component to these agreements right now? Do you have revenue coming from for BMW at this moment?
Doug Campbell, CEO of Solid Power
In relative near term no because we just closed a very very substantial equity investment from them but in the mid to long term, absolutely there will be a revenue component.
Decarbonization Plus Acquisition Corporation and Hyzon Motors Announce Filing of Definitive Proxy Statement and the July 15, 2021 Special Meeting to Approve Business Combination
BY PR Newswire
7:47 AM ET 06/21/2021
MENLO PARK, Calif. and ROCHESTER, N.Y., June 21, 2021 /PRNewswire/ -- Decarbonization Plus Acquisition Corporation ( DCRB ), a publicly-traded special purpose acquisition company, announced today that DCRB's definitive proxy statement ("Proxy Statement") relating to the previously announced business combination with Hyzon Motors Inc. ("Hyzon"), a leading supplier of zero-emission, hydrogen fuel cell-powered commercial vehicles, has been filed with the U.S. Securities and Exchange Commission ("SEC") on June 21, 2021.
DCRB is preparing to commence mailing of the Proxy Statement and a notice and voting instruction form or a proxy card relating to the special meeting of the DCRB stockholders (the "Special Meeting") to DCRB stockholders of record as of the close of business on June 1, 2021, who will be entitled to attend and participate in the Special Meeting.
The Special Meeting to approve the pending business combination and related matters is scheduled to be held on July 15, 2021 at 10:00 a.m. Eastern Time. The Special Meeting will be conducted completely virtually, and can be accessed via live webcast at https://www.cstproxy.com/decarbonizationplusacquisition/sm2021.
If the proposals at the Special Meeting are approved, the parties anticipate that the business combination will close and the trading of the combined entity will commence on NASDAQ shortly thereafter, subject to the satisfaction or waiver, as applicable, of all other closing conditions.
The DCRB Board of Directors believes the proposed business combination is in the best interests of DCRB and its stockholders, and recommends that DCRB stockholders vote "FOR" the adoption of the Business Combination Agreement and Plan of Reorganization, dated as of February 8, 2021, by and among DCRB, DCRB Merger Sub Inc., a wholly owned subsidiary of DCRB, and Hyzon, as well as all other proposals included in DCRB's Proxy Statement.
Every stockholder's vote is important, regardless of the number of shares held. Accordingly, DCRB requests that each stockholder complete, sign, date and return a proxy card (online or by mail) as soon as possible and by no later than 10:00 a.m. Eastern Time on July 15, 2021, to ensure that the stockholder's shares will be represented at the Special Meeting. Stockholders that hold shares in "street name" (i.e. those stockholders whose shares are held of record by a broker, bank or other nominee) should contact their broker, bank or nominee to provide instructions on how to vote their shares and ensure that their shares are voted.
If any individual DCRB stockholder does not receive the Proxy Statement, such stockholder should (i) confirm their Proxy Statement's status with their broker, (ii) contact Morrow Sodali LLC, DCRB's proxy solicitor, for assistance via e-mail at DCRB.info@investor.morrowsodali.com or toll-free call at (800) 662-5200. Banks and brokers can place a collect call to Morrow Sodali at (203) 658-9400, or (iii) contact DCRB at 2744 Sand Hill Road, Menlo Park, California, 94025.
DCRB expects to provide stockholders with additional information on how stockholders may vote their shares held in "street name" on its website in the coming days, and DCRB expects to publish a subsequent press release once the website is live.
Road warrior: Hyzon Motors passes durability test for Australian mining company, delivering the world's first hydrogen-powered coach fleet
BY PR Newswire
06/22/2021
ROCHESTER, N.Y., June 22, 2021 /PRNewswire/ -- Hyzon Motors Inc. and its hydrogen fuel cell-powered coaches are ready to conquer the harsh mining landscape of Western Australia.
Hyzon Motors Inc.’s hydrogen fuel cell-powered coaches completed a 15,000-kilometer durability road test for a major mining company in Australia.
Hyzon, a leading global supplier of zero-emission, hydrogen fuel-cell vehicles, announced today that its transport coaches completed a 15,000-kilometer durability road test – a key tryout before one of the world's largest iron-ore producers uses the vehicles in the remote Pilbara region.
Fortescue Metals Group has contracted for up to 10 of Hyzon's custom-built coaches in the Christmas Creek mining hub, where summer temperatures commonly exceed 110 degrees. The endurance road test demonstrated the capability, effectiveness and strength of fuel cell stacks being discharged and recharged repetitively in harsh conditions.
The Hyzon-Fortescue collaboration is the latest sign of increasing industrial and commercial transition to hydrogen mobility and it comes as New York-based Hyzon readies for a public listing soon on Nasdaq via business combination with Decarbonization Plus Acquisition Corp. ( DCRB ).
Fortescue expressed interest in Hyzon's proprietary fuel cell technology using hydrogen gas – for which emissions are limited to water vapor – to replace a fleet of diesel vehicles for transporting workers around remote mining sites. The switch is an integral part of the resource company's plans to reduce emissions, diversify its energy mix and become carbon neutral by 2030. The Hyzon coaches for Fortescue will mark the world's first hydrogen-powered coach fleet.
Hyzon CEO Craig Knight said that passing the durability phase - the equivalent of driving more than seven times straight from New York to Miami - demonstrated anew that its vehicles are clean, powerful and uniquely suited for long haul and high utilization back-to-base transport. The coaches have a range up to 800km before refueling.
"We applaud Fortescue Metals Group for its continued commitment to a zero-emission future and we look forward to playing a key role in its transition to hydrogen mobility," Knight said. "The Pilbara region, one of the most prolific mining areas of Australia and the world, is a harsh landscape. Our coaches can handle the rugged terrain, and hydrogen technology can serve as a viable alternative to traditional commercial mobility in even the toughest parts of the globe."
At current estimates, Australia has about 2,000 coaches, and the Hyzon vehicles will be the first in the country using hydrogen-powered fuel cell technology. The global coach and bus market tops $87.5 billion.
About Hyzon Motors Inc.
Headquartered in Rochester, N.Y., with U.S. operations also in Chicago and Detroit, and international operations in the Netherlands, Singapore, Australia and China, Hyzon is a leader in hydrogen mobility. Hyzon is a pure-play hydrogen mobility company with an exclusive focus on hydrogen in the commercial vehicle market. Utilizing hydrogen fuel cell technology, Hyzon aims to supply zero-emission heavy duty trucks and buses to customers in North America, Europe and around the world. The company is contributing to the escalating adoption of hydrogen vehicles through its demonstrated technology advantage, leading fuel cell performance and history of rapid innovation. Visit www.hyzonmotors.com
Hyzon Motors Is About To Go Public. Are You Ready For Decarbonization?
Posted by Joseph Hargett
Jun 5, 2021
Hyzon motors chasing EV investors meme
WHAT’S THE DEAL WITH HYZON MOTORS?
As Great Stuff Picks readers already know, Hyzon Motors is set to go public via a SPAC merger with Decarbonization Plus (Nasdaq: DCRB) in the second quarter of 2021
While Hyzon Motors has yet to announce the exact merger date, it’s important to note that we are currently in the second quarter of 2021. In fact, we are in the second month of the second quarter of 2021.
I’m betting that the merger will go through this month, with Hyzon Motors trading on the Nasdaq under the reported ticker symbol HYZN.
Why? Because Hyzon has said that it expects to be listed in late May or early June.
In other words, you have very little time left to buy DCRB before this stock skyrockets — and I mean skyrockets.
Right now, DCRB trades with a market capitalization of just $286.16 million. Hyzon’s SPAC deal values the combined company at roughly $2.7 billion. That means that DCRB is currently valued at one-tenth of its potential market capitalization post-merger.
That also means that Hyzon Motors could — and I stress could, because the market is screwy this year with growth stock valuations — trade as high as $80 to $100 per share.
On Friday, DCRB closed below $11 per share. See what I mean by skyrocket now?
But, you might think:
Why would anyone buy this … SPAC?
What is the deal with Hyzon Motors?
Luckily for you, I have answers. They don’t call me Mr. Great Stuff for nothing, you know.
First, why would anyone buy DCRB stock?
I mean, did you see the difference in pre-merger and post-merger valuations? If the potential for a possible 700% gain doesn’t excite you, I don’t know how to help.
What'd you just say about hydrogen power truck meme?
But maybe … maybe you don’t believe that post-merger valuation? Let’s put some perspective on Hyzon Motors’ market potential.
Hyzon Motors makes hydrogen fuel cell powered commercial vehicles, including heavy-duty trucks, buses, semitrucks and coaches. And it’s made them for some 20 years now.
Hyzon is no spring chicken that pushes its vehicles downhill — no sir!
We all know that gasoline and diesel are on their way out. Countries around the world are already banning combustion engines and moving toward greener pastures.
Now, I’m not going to get into the whole hydrogen power debate again. If you’ve made sure to get your daily dose of Great Stuff this year — and why wouldn’t you? — I’ve ranted your ear off already on why hydrogen is the perfect green energy source. But if you need to ketchup, or mustard, here you go:
The Truth About Hydrogen.
Hydrogen: It’s a Gas, Gas, Gas!
The Hydrogen SPAC Attack.
Best: Great Stuff Picks Hyzon Motors.
As you can see, I’ve written about hydrogen power a lot. And while regular electric vehicles (EV) are the bee’s knees right now, hydrogen fuel cells will give those slow-charging upstarts a run for their money.
But you’re worried about valuation. Isn’t everybody?
According to an SEC filing based on data from the McKinsey Center for Future Mobility, Decarbonization said that the fuel cell EV market is worth $1 billion right now and will grow 34% annually over the next decade.
So, by 2031, the hydrogen fuel cell market will be worth approximately $20 billion. And who owns the top hydrogen power picks at the onset of all this growth? All y’all Great Stuff Picks readers … hopefully.
HYZON’S HYDRO HEAD START
Hyzon already has a foothold in the hydrogen fuel cell EV market with more than 400 vehicles on the road as we speak — umm, write. Furthermore, Hyzon recently signed several deals to put even more EVs on the road:
20 trucks for Dutch transportation companies.
70 trucks for an Austrian supermarket chain.
A covenant to help produce 1,800 hydrogen vehicles in the Netherlands.
But, but … everyone in the U.S. is betting on traditional EVs! And where the heck could you refuel a hydrogen truck?
I’ll let Hyzon Motors CEO Craig Knight take this one:
Hydrogen is much more available in places like Germany or the Netherlands. There’s already a number of commercial vehicle stations where you can just pull up and pay to fill up like you do with gasoline today in the U.S.
It won’t be long before that is a reality, but for the moment, we limit the dependence on networks of hydrogen stations by focusing on the customers that use back-to-base operating models, where you only need one piece of hydrogen infrastructure to fuel dozens or even sometimes hundreds of vehicles in a given area.
Great Ones jumping from battery stocks to hydrogen.
That quote is from an interview Knight did with TechCrunch on March 1. Notice how Knight is aware that the U.S. doesn’t have many hydrogen fueling stations, but he’s not concerned.
Hyzon Motors also provides companies with centralized hydrogen fueling stations, allowing fleet vehicles to return to base and refuel.
But once the transportation industry gets ahold of this technology — especially with semitrucks — that will change quickly.
You see, most consumers still aren’t fully on board with “traditional” EVs. Throwing another option like hydrogen power into the mix is going to mess them up even more. Just think of the VHS versus Betamax wars … or HDVD versus Blu-ray.
Right now, traditional EVs have the upper hand. But if the transportation industry chooses hydrogen, that’s a massive leg up for hydrogen power and for Hyzon Motors.
So, let’s recap:
DCRB stock is severely undervalued heading into a merger that values Hyzon Motors at $2.7 billion.
Hyzon Motors has serious growth potential and constantly takes new orders for hydrogen fuel cell vehicles around the globe. And where companies don’t have their own hydrogen fueling stations … Hyzon hooks ‘em up.
The hydrogen fuel cell market will be worth approximately $20 billion in the next 10 years.
Hyzon Motors will be listed on the Nasdaq soon.
Right now, you have a chance to invest in Hyzon Motors before the company starts trading publicly.
Great Stuff Picks readers who bought in back when I recommended DCRB are down about 35% right now. Mea culpa, Great Ones. I should’ve recognized the hype that SPACs were receiving at the time. I was also unprepared for Wall Street to suddenly realize that stock valuations actually meant something.
That said, those of you who held on to DCRB will be rewarded. And those who buy DCRB now will see even more upside potential.
If you haven’t already: Buy DCRB.
But, if you’re still not ready to expand your Hyzon horizons yet, we have you hydrogen holdouts covered all the same.
This new technology is being hailed as a game-changer. It allows solar power plants to absorb much more energy during the day and pump it back out whenever it’s needed … even hours after the sun’s gone down.
In short, it makes solar power work “on demand.” And now, the world’s billionaires are scrambling to get in on it.
Elon Musk, for example, expects Tesla will eventually make as much money from this technology as it does from its car business. “The year on year growth,” he says, “will be absolutely incredible.”
