Solid Power: Here's What To Do Now If You Missed Selling Earlier (Archive)

This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.

Elevator Pitch

• Commercialization of Solid Power's solid-state batteries may still be a decade away, and the lack of positive news development catalysts so far in FY25 may be indicative of slow progress.
• Quarterly cash burn has come in better than expectations as the company suddenly decided to cut back on project spends in Q4 FY24 – a puzzling move.
• Solid Power may have limited direct headwinds from tariffs, but indirectly, I expect a slowdown in activity as auto OEMs face budget constraints.
• SLDP is trading at deep value valuations, but liquidity levels are dwindling down. Relative technicals make it risky to continue having a bearish view.
• Overall, I have a neutral view on SLDP. Short interest levels would be something to track to gauge the upside risks from a short squeeze.

Read the full article here.