Solid Power: We See 50% Downside

2025-02-25 15:12:52 ET

Summary

• Solid Power is a highly intriguing pure-play battery-tech firm that could produce excellent long-run returns.
• SLDP's solid-state products offer higher energy density, faster charging times, and longer lifespans than lithium-ion batteries, which could make them a key player in the EV battery supply ecosystem.
• Despite the promising tech, SLDP faces significant risks due to its long scaling and production timeline and significant cash burn.
• We see significant downside for SLDP shareholders going forward, given risks around growth, gross margins, and upcoming Capex.
• We rate SLDP a 'Strong Sell'.

In all of our time writing here on Seeking Alpha, we've never seen a community quite like the one that currently surrounds Solid Power ( SLDP ), the solid-state battery technology company.

With many recent articles garnering hundreds, if not thousands of comments each, it's clear that SA readership – and likely the larger retail investing community as a whole – find this to be a highly intriguing company:

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