My primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these companies to demonstrate a long-term capability of capital compounding, with a high enough compound annual growth rate to potentially deliver tenfold returns or even greater.My approach is to maintain a long-term ...

Industry Overview - The price premium for electric vehicles (EVs) over gasoline vehicles has been declining as production scales up in the industry [1] - Electric car sales experienced significant growth last year but have since stagnated and may have declined [1] Analyst Background - The analyst, Harrison, has been writing on Seeking Alpha since 2018 and has over a decade of experience in market analysis [1] - Harrison's professional background includes private equity, real estate, and economic research, complemented by an academic focus on financial econometrics and global monetary economics [1]

Core Viewpoint - The collaboration between BMW, Solid Power, and Umicore aims to advance solid-state battery technology, marking a significant step towards commercial application and industry transformation [1][2][3]. Group 1: Collaboration and Innovation - Solid-state batteries replace traditional liquid electrolytes with solid electrolytes, offering advantages in safety, efficiency, and energy density [2]. - Umicore is actively pushing the development of advanced cathode materials for next-generation battery cells through its partnership with Solid Power [2]. - The BMW i7 vehicle's testing with solid-state batteries represents a key outcome of this collaboration [2][3]. Group 2: Testing and Validation - BMW plays a crucial role in validating solid-state battery technology through real-world driving tests of the BMW i7 in Munich [3]. - The testing aims to comprehensively assess the performance of solid-state batteries in actual driving conditions [3]. - Umicore's strategy emphasizes early partnerships to drive sustainable and scalable applications in the solid-state battery market [3]. Group 3: Industry Leaders' Perspectives - Umicore's Vice President, Karena Cancilleri, highlights the potential of solid-state batteries to surpass traditional lithium-ion batteries, enhancing electric mobility's performance and sustainability [3]. - BMW's Vice President, Martin Schuster, underscores the importance of open technological thinking and collaboration in advancing new battery technologies [3]. - Solid Power's Vice President, Berislav Blizanac, expresses pride in contributing to the significant milestone of the BMW i7 testing vehicle powered by their solid-state battery technology [3].

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission file number: 001-40284 SOLID POWER, INC. (Exact name of registrant as specified in its charter) Delaware 86-1888095 (State ...

Financial Data and Key Metrics Changes - In Q2 2025, the company generated revenue of $7,500,000, an increase from $6,000,000 in Q1 2025, bringing year-to-date revenue to $13,500,000 [10] - Operating expenses for Q2 were $33,400,000, up by $3,400,000 compared to $30,000,000 in Q1 2025, primarily due to costs associated with factory acceptance testing [10] - Year-to-date operating loss was $49,900,000, with a net loss of $40,500,000 or $0.22 per share [10] - Capital expenditures totaled $5,000,000, mainly for the construction of the continuous electrolyte production pilot line [10] - Total liquidity at the end of Q2 was $279,800,000 [11] Business Line Data and Key Metrics Changes - The revenue recognized in Q2 was driven by the achievement of the factory acceptance testing milestone under the line installation agreement with SK On [10] - The company is progressing on its electrolyte development roadmap, having completed ordering long lead equipment and begun detailed design for a continuous manufacturing pilot line for sulfide electrolyte production [7] Market Data and Key Metrics Changes - The company has engaged in active sampling of its electrolyte with key strategic customers, indicating ongoing demand for multiple generations of its electrolyte [8] Company Strategy and Development Direction - The company aims to drive electrolyte innovation and performance through feedback from cell development and customers, as highlighted by its partnership with BMW [5] - The collaboration with SK On is focused on developing solid-state cells based on the company's technology and operating a solid-state pilot line [6] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the potential to deliver strong returns for shareholders and acknowledged the commitment and support from employees, partners, and stakeholders [13] Other Important Information - The company repurchased 3,300,000 shares during Q2 at an average price of $1.05, totaling approximately $3,600,000 under its stock repurchase program [11] Q&A Session Summary - The Q&A session was briefly mentioned, but no specific questions or answers were provided in the transcript [14][15]

Exhibit 99.1 SOLID POWER REPORTS SECOND QUARTER 2025 RESULTS LOUISVILLE, Colo., August 6, 2025 – Solid Power, Inc. (Nasdaq: SLDP), a leading developer of solid-state battery technology, today announced its operational and financial results for the second quarter of 2025. Recent Business Highlights "We are pleased with our progress on our 2025 operational goals, and we are energized by continued customer demand for our electrolyte," said John Van Scoter, President and Chief Executive Officer of Solid Power. ...

Group 1 - The company Solid Power (NASDAQ: SLDP) is viewed positively due to its first-mover advantage in the solid-state battery technology sector [1] - The analyst has a strong background in finance and strategy, with experience in banking, mining, and energy sectors, which supports the analysis of investment opportunities [1] - The investment philosophy emphasizes thorough research and a long-term perspective, focusing on both value stocks and growth opportunities [1] Group 2 - The article does not provide any specific financial data or performance metrics related to Solid Power [2][3]

Investment Strategy - The company employs a contrarian investment style, focusing on high-risk, illiquid options and shares [1] - The investment portfolio is split approximately 50%-50% between shares and call options, with a typical investment timeframe of 3-24 months [1] - The company targets stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Analysis Methodology - Fundamental analysis is utilized to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] - Professional background checks are conducted on insiders who purchased shares after sell-offs to ensure credibility [1] - Technical analysis is employed to optimize entry and exit points, using multicolor lines for support and resistance levels on weekly charts [1]

Core Insights - The article discusses the importance of conducting thorough research before making investment decisions, emphasizing that past performance does not guarantee future results [2][3] Company and Industry Analysis - The article highlights that analysts may have no current positions in the stocks mentioned, indicating a level of objectivity in the analysis [1] - It notes that the information provided is for informational purposes only and should not be considered as a solicitation to buy or sell securities [2] - The article stresses the necessity for investors to reach their own conclusions or consult a financial advisor before making investment decisions [2]

新浪科技讯 5月23日下午消息，近日，宝马集团宣布全球首辆搭载全固态电池（ASSB）的BMW i7测试 车型在慕尼黑正式启动道路实测。此举标志着宝马集团与固态电池技术企业Solid Power的合作进入全新 阶段，全固态电池技术从实验室验证跨越至实车应用。 此次测试的BMW i7车型搭载由Solid Power提供的大尺寸全固态电芯，并采用了创新的模组结构，从而 更好地适配宝马现有电驱系统。测试将重点关注电芯膨胀管理、运行压力控制及温度调节等核心课题， 为后续量产积累关键数据。 宝马集团电芯与模组副总裁Martin Schuster表示："BMW i7全固态电池测试车的上路，充分体现了宝马 的技术开放战略。我们始终以用户需求为核心，通过与全球顶尖伙伴的深度协作，持续推动电芯技术迭 代。" Solid Power是一家专注于全固态电池研发的企业，宝马集团与Solid Power的合作始于2016年，此后在 2021年，宝马通过战略投资进一步强化双方联合开发协议。2022年，双方共建全固态电池原型产线，并 于帕尔斯多夫电芯制造技术中心（CMCC）启动试制。 Solid Power总裁兼首席执行官John Van ...