Jared Watson's avatar
$10.7m follower assets
New position in SLDP
at $6.52
I like Solid Power’s expected business model as a pure-play, asset-light electrolyte and solid state cell producer in a JV/licensing capacity. This model gives them easily enough cash for R&D to get to production in 2025 and beyond.
Dissecting the Markets's avatar
It's interesting that they're asset-light. It's like they're fabless but in the battery space.
Jared Watson's avatar
@dissectmarkets exactly like that. Great comparison.
Jared Watson's avatar
Also I smell blood in the water with $QS’s Chief Manufacturing Officer resigning. No way he resigns if they’re on track with development, right?