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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I see Volkswagen has licensed QS’s latest battery fabrication process called “Cobra”. Risks persist certainly but it is a milestone achievement. My take on the company is they may make batteries for the auto industry in the US but they will try to generate significant revenue from having other world wide businesses make them and collect royalties. There is a danger other companies will try to reverse engineer the batteries so money will need to be spent protecting their patents.
It never gets easy!
Jim
Read Answer Asked by James on December 01, 2025
Q: Hi Peter…QS and GLW announced yesterday an agreement for the development and commercialization of ceramic separators presumably for QS’s batteries. There were no details. I think this is another positive step for QS and also for GLW too. No financial details were provided in the press release. Does Bloomberg have any information on the joint venture? Any change in QS’s short interest? Any thoughts you have would be appreciated.
Incidentally Jim Cramer appears to be quite bullish on GLW generally. I suppose if your company might just be making parts for an improved EV automotive battery that would be a positive. “Build a better mousetrap and the world will beat a path to your door”!
Thanks,
Jim
Read Answer Asked by James on October 03, 2025
Q: A couple of days ago I think VW released a video showing the performance of a Ducati motorcycle using a QS battery. The stock responded with a 20% increase on high volume. The stock gave up 10% the next day, but that’s OK. EV Motorbikes exist but they seem to be fairly small and slow. My question…do you think the Ducati is a powerful racing type of bike so it is reasonable to infer that QS’s battery is more powerful than the current battery technology?
Any thoughts you have would be appreciated.
Regards,
Jim
Read Answer Asked by James on September 17, 2025
Q: Would you agree that an investor has to buy things that are speculative in order to find multi baggers early on? People who were early to the AI market likely had several go to zero and don't care if they hit on Nvidia as an example. I'm asking because I know that Google is in the Quantum field but should an investor consider a basket of stocks like IONQ, D-Wave, Quantum Emotion and BTQ knowing that some will be worthless and some may sky rocket? If an investor was willing to effectively gamble on $10,000 would you concentrate your bet or spread it around? Lastly, which are your three best bets among those I listed?

Thanks
Read Answer Asked by Tim on August 21, 2025
Q: May I have your thoughts on the “updated collaboration agreement” between Power Co. SE (Volkswagen) and QS? It seems the agreement has expanded up to 260 million USD from 130 million. According to QS some payments will be received in 2025. It appears to me that sales are anticipated. Profits and positive cash flow are likely still off in the distance. Is the company being de-risked? The stock is down today, possibly more was expected or we are seeing “Buy on rumour sell on news” reaction. Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on July 29, 2025
Q: QS's share price is up 17% today. Today they "...announced a major milestone in the scale-up of its production capabilities:..". Not sure if the announcement warrants the share price bump-up. I am finally positive, having bought shares on the way down.
My question...Is the company getting de-risked with this announcement? I ask because I am contemplating buying more shares. My weighting is under 1% currently. Any thoughts you have would be appreciated.
Regards,
Jim
Read Answer Asked by James on June 27, 2025
Q: Any red flags with QS’S latest numbers? They state the yearly loss is within guidance…do you agree? I don’t mind the loss provided the company is meeting its internal metrics, the loss is within guidance and company profits are within the realm of possibility. Is Bill Gates a shareholder through one of his funds? Thanks for all you do!
Jim
Read Answer Asked by James on February 18, 2025
Q: Do you have any stocks you can recommend in the battery space? I'm seeing lots of hype about solid state batteries and other battery chemistries. With the electrification of everything, battery tech is going to continue to evolve and demand seems to be massive.
Looking for both startups and established businesses.

Thanks

Jim
Read Answer Asked by Jim on August 29, 2023
Q: which co. will benefit the most from EV batteries Thank You Lorraine
Read Answer Asked by Lorraine on June 13, 2023
Q: Hi there, I am down considerably on the above stocks. Can you please advise which stocks have the greatest chance to recover in the next few years? Most are over 70% down and should I sell some to reinvest in better operating companies such as GOOG and AMZN. thank you for your time.
Read Answer Asked by Daniel on January 26, 2023
Q: I want to consider buying a small group of stocks (5-10) that would capture the future growth (my assumption) of electric vehicles. These could be vehicle manufacturers, companies supplying key input/parts or other beneficiaries of EV growth. Do you have suggestions?
Read Answer Asked by JAMES on November 16, 2021
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