QuantumScape Corporation (NYSE: QS ) has gone parabolic after announcing the anticipated release of new technology for solid-state batteries. The stock has more tripled now on the news in weeks, though the initial production testing won't take placeAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receivi ...

Summary of SES AI Fireside Chat - July 15, 2025 Company Overview - SES AI (SES) was established in 2012, focusing on developing high energy density lithium metal batteries and has expanded to other chemistries including silicon lithium ion, LFP, and sodium batteries [4][6] Core Business Model - SES is transitioning to a multistrategy business model that integrates battery production with an innovative AI-driven software platform called Molecular Universe [5][6] - The Molecular Universe platform has gained popularity since its launch, demonstrating successful applications in various battery chemistries [4][6] Revenue and Financial Outlook - SES anticipates becoming the first battery company in the US to break even sooner than expected, driven by revenues from materials, drones, batteries, energy storage, and subscriptions to Molecular Universe [7][36] - The company is on track to meet its revenue guidance for 2025, with plans to expand manufacturing capacities and marketing channels [39] Molecular Universe Platform - The platform allows SES to generate its own data by systematically testing and synthesizing different materials and battery configurations, which is crucial for training their AI models [11][12] - The latest version, Molecular Universe 0.5, introduces a feature called Deep Space, which enhances problem-solving capabilities by asking clarifying questions before providing solutions [18][20] - This innovation aims to significantly reduce R&D time from years to approximately 20-30 minutes for practical solutions, appealing to battery companies looking to cut R&D costs [19][23] Market Interest and Adoption - There is growing interest from enterprise customers, particularly battery and electric companies, in the Molecular Universe platform, with many major battery companies trialing the enterprise version [15][31] - The pricing model includes multiple tiers, with a free entry-level option for academic users and paid tiers for enterprise customers [28][30] Competitive Positioning - Molecular Universe serves as a core connection between various market segments, including batteries for drones, electric vehicles (EVs), and energy storage systems (ESS), allowing SES to supply major battery producers without direct competition [35][36] - The platform's ability to provide practical solutions is expected to enhance SES's market position and revenue growth [36][26] Future Outlook - SES plans to announce further developments in manufacturing capacities and marketing strategies to support growth in its various market segments [39]

Hexagon Purus ASA's second quarter results 2025 will be released on 17 July 2025, 07:00 CET. Morten Holum (CEO) and Salman Alam (CFO) will present the results at 08:30 CET and the presentation will be broadcasted live via https://hexagonpurus.vivida.live. The presentation will be held in English and will be virtual. A recording of the presentation will be made available on www.hexagonpurus.com. For more information: Mathias Meidell, IR Director, Hexagon Purus ASATelephone: +47 909 82 242 | mathias.meidell ...

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]

Core Viewpoint - William Blair has reaffirmed its Market Perform rating on QuantumScape despite a significant surge in its share price, indicating caution regarding the sustainability of this rally [1][2]. Group 1: Stock Performance - QuantumScape's stock closed at $5.67, reflecting a daily increase of 30.95%, but retraced slightly to $5.57 in pre-market trading [1]. - Historical precedents show that QuantumScape's stock has experienced temporary surges, such as a nearly 50% increase in January 2024 and a 30% jump in July 2024, both of which reverted to previous levels [3][4]. Group 2: Financial Fundamentals - QuantumScape has a strong liquidity position with $860.3 million in cash and a current ratio of 16.66, significantly exceeding its debt obligations [5]. - Despite the strong liquidity, analysts express caution due to ongoing significant financial losses and do not expect QuantumScape to achieve profitability within the current fiscal year [5]. Group 3: Future Considerations - Analysts emphasize the importance of clarity regarding QuantumScape's potential launch customers and unit economics, which are crucial for assessing the company's long-term growth and sustainability [6]. - The recent stock rally should be approached with caution, considering the historical volatility and current financial realities surrounding QuantumScape [6].

QuantumScape shares are jumping 37% in premarket trading Wednesday after the EV battery developer said it had reached a breakthrough in its next-generation solid-state lithium-metal battery technology. https://t.co/YrysCRtHh4 ...

为电动汽车开发固态可充电锂金属电池的加州公司QuantumScape（QS）美股盘后涨8%。 ...

Core Viewpoint - The Company reported a decline in net asset value (NAV) and total return for the six months ending March 31, 2025, reflecting challenging market conditions and investment performance [3][4][13]. Financial Highlights - NAV per share decreased from 40.55p to 34.48p, representing a total return of -8.19% [4][13]. - Market capitalization fell from £150.60 million to £124.25 million [4]. - Share price also declined from 42.20p to 33.80p, with a share price discount to NAV per share of 1.97% [4]. - Dividends paid per share increased from 1.50p to 2.75p during the period [4][6]. Investment Activity - The Company invested £3.6 million in qualifying companies during the period, maintaining 92.29% of its portfolio in qualifying investments [6][30]. - An offer for subscription launched on October 9, 2024, aimed to raise up to £20 million, with £5.4 million raised by issuing 14 million shares [6][31]. Performance of Qualifying Investments - Positive contributors included Aquis Exchange (+95.8%, +£1.71 million) and Cohort (+26.1%, +£1.12 million) due to increased defense spending [15][16]. - Negative contributors included Kidly (-100.00%, -£1.26 million) which went into administration, and Zoo Digital (-74.3%, -£1.14 million) which issued a disappointing trading update [20][21]. Non-Qualifying Investments - The non-qualifying portfolio saw a decline of £1.27 million, with notable losses in WH Smith and Hollywood Bowl due to a weaker economic outlook [27][28]. - The fixed income portfolio returned +£0.35 million, offsetting some losses from direct equities [29]. Market Outlook - The UK economy is expected to see a modest GDP growth of +1.0% in 2025, supported by increased public spending despite inflation concerns [10][39]. - The AIM index has shown resilience post 'Liberation Day', indicating potential growth opportunities despite ongoing market volatility [12][40]. Portfolio Structure - The Company maintained a strong liquidity position with net cash of £11.7 million and a focus on recurring revenue, which represented 82% of total revenue [26][29]. - The portfolio's weighting to qualifying investments increased to 58.4%, while cash weighting decreased to 7.6% [36].

Group 1 - Shenzhen's Science and Technology Innovation Bureau has publicly announced 14 projects for the 2025 National Science and Technology Awards, including 7 nominated projects and 7 expert-nominated projects [1][2] - The nominated projects from Shenzhen include significant contributions from various institutions, such as Peking University Shenzhen Graduate School and the Shenzhen Institute of Advanced Technology, focusing on advanced technologies like multi-visual feature interaction learning mechanisms and dual-ion battery devices [1][2] - The 2023 National Science and Technology Awards saw Shenzhen achieving a record high with 25 general projects and 1 individual award, highlighting the city's growing technological innovation capabilities [3] Group 2 - The expert-nominated projects also showcase a range of innovative research, including new principles for secondary batteries and methods for early tumor signal recognition, with several projects proposed for the Natural Science Award [2] - Notable projects nominated for the Technology Invention Award include high-performance imaging technology for resource-constrained remote sensing and key innovations in prefabricated concrete structures for high-rise buildings [2] - The recognition of Shenzhen's projects in the National Science and Technology Awards reflects the city's commitment to advancing scientific research and technological development [3]

To establish a better distribution of the workload in the board of Hexagon Purus ASA ("Purus" or the “Company”), Mr. Espen Gundersen has requested to step down as chair of the Purus board. Mr. Gundersen intends to continue to serve as a board member and chair of the audit committee of the Company. The nomination committee has considered the request and proposes that current board member Jon Erik Engeset takes over the role as board chair. The recommendation letter can be found on the company's webpage. Mr. ...