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Message: Evans interview from BMO conference

Solid Power -

As a concept-stage play, the outfit’s High-Content Silicon and Li Metal Anode Cell technology is three years to five years away from critical “D-sample testing,” as InvestorPlace’s Ian Bezek recently noted.

And if everything goes as planned through 2025, only then will SLDP investors see quarterly reports sporting revenue as its commercial product debuts.

https://investorplace.com/2022/02/solid-power-is-up-but-its-still-not-a-worthwhile-battery-bet/

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Quantum Scape - At 325 Wh/Kg just above the NMC cell range.  Not very good for a solid state cell.

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SES - That pretty much rules them out!

Global auto manufacturers Geely Holding Group, General Motors, Honda Motor Co. Ltd., Hyundai Motor Company, Kia Corporation, SAIC Motor and Foxconn have all invested in SES. In addition, SES has entered into "A-sample" joint development agreements with General Motors, Honda, Hyundai and Kia. In November last year, SES announced that it is building Shanghai Giga, a new 300,000 square foot facility in Shanghai scheduled for completion in 2023, and unveiled the world’s first greater than 100 Amp Hour (Ah) Li-Metal battery.

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I had to go do a quick look.

Besides Electrovaya has seperated it's LAB off into a seperate division and moved a portion of it to a different building.  I say in prep for a company split in prep for a merger with a partner. 

Electrovaya is talking Supply chain and partner, so we shall see.

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