 Gwyddo chi'n gweithio gweithio hwnnw i'w gweithio'r stoc cyfnwysgymwyllt. Rwy'n gweithio gweithio hynny. Rwy'n gweithio'r amser o gweithio gweithio gweithio gweithio'r stoc. Mae'n gweithio'r gweithio'r gweithio ag y gallwn gweithio gweithio gweithio ar yr ysgol, ac mae'n gweithio'n gweithio i'r bwysig, a'u gweithio'n gweithio ar yr ysgol â'r stoc. Felly, rydw i wedi ydy'r cyffredin ar y cyflwyno. Wrth gwrs, rydw i'n amser tynnu ffynol ar y busnes arfer o'r ffordd. Ond rydw i'n amser ar y cyffredin ar yr ystod. I'r bwysig i'r ffordd o'r gwybodaeth, mae'n gweinio'r ffordd, dwi'n gwybodaeth ar y cyflwyno. Dwi'n gwybod, mae'n gweinio ar y rhyw o'r algorybwynau. felly, mae'n gweinio ar y ffordd. Ond rydw i'n gweinio ar y ffordd, rydw i'n gweinio ar y ffordd. grafwyr yw'r tim rydych chi, nodiwch i ddwy'n ddwy'r intro. Let's get right into the information. That's what you came to say. So should you buy QuantumScape stock. So we'll go through this to have a look at what we've got. So ultimately what are they doing? So their redefining batteries is their main focus and they're basically looking at building batteries for electric vehicles. And this is a key component of an electric vehicle, obviously. a bobl hyfforddi gynnyddiad o'r dynosiaeth a'r dynosiaeth gyrfa deolniad. Ermlydd y gwneud mewn cyfnodau eich hunodydau o'u'r dynosiaeth yma, maen nhw'n ei ddechrau'r s확nod cael eu cyfnodau cyd-gymwyll. Y cwantumwchersiaeth yn amlifio'r rhai gôl cyfnodau cyfnodau yn cael eu cyfnodau automotor oemol. Felly mae表tyno'r dylun o adrodd dysgu i ddim yn ysbyt. Cymysgu ar y cwantumwchersiaeth yw'r dynosiaeth is developing with these batteries. They are building some of the best electric electrified batteries available in terms of being the only lithium metal solid state battery. This gives them a massive competitive advantage potentially over their competition. Combined with the fact that they actually have applied for a lot of patents or patents however you want to say it, so they've applied for a lot of these so nobody can copy what they're exactly doing and because they can't copy exactly what they're doing that means that they're ahead of the competition that you know they've got competitive advantage and they stand out they're differentiated in the marketplace because nobody can copy what they're doing because they seem to be patenting or patenting everything that they can you know and that stops people from copying the same thing that they're doing that you know legally it's their way so this is really important and what they're doing here is is a good strategic direction focusing on the batteries themselves and ultimately there does need to be better quality batteries for these electric vehicles because we want you know better charge speeds we want better you know in terms of the run time in terms of how long they can run for and all the rest of it we want better quality ones because better quality batteries will help in producing better quality electric vehicles and make that switch to electric vehicles more smoother because one of the objectives that people have about not getting electric vehicles is obviously the charge speed and the and those sorts of areas so if we reduce the objections to that then obviously the switch to electric vehicles is going to move even faster and they're leading the charge in no no pun intended in actually producing these batteries so just to go over this so the corporate overview so QuantumScape is a leader in the development of next generation solid state lithium batteries for use in electric vehicles this company's mission is to revolutionise energy storage to enable a sustainable future so it's interesting that the user revolutionised there because this isn't just incremental innovation you've got the within innovation there's this theory and you know to teach you a little bit as well there's this theory of a degree of novelty within innovation and you've got companies that have incremental innovation which is basically slight upgrades over time and slight improvements over time and then you've actually got radical innovation which is a form of innovation that's you know it's disrupting an industry and ultimately what they're trying to do there QuantumScape is trying to provide really radical innovation by producing the you know a battery that's better than the rest and they're really much better than the rest just whereas maybe some of the other battery making companies are just doing incremental innovation where it's just like they're trying to make it slightly better than what's on the market well QuantumScape are really focused on building something that is just completely above and beyond its competition so we've got some some points here as to why we should invest from the website it says wanting a century shift to electrified vehicles is unfolding solid state batteries are the key to making this shift and QuantumScape has the only lithium metal solid state battery within automotive OEM validation okay so again only as a only lithium metal solid state battery so again that gives them competitive advantage as we've mentioned before and their key to making the shift and it's a wanting a century shift to electric vehicles yeah so as we as the industry grows and more people get by electric vehicles then there's going to be a more of a demand for these batteries essentially is what it's trying to say there and so so as you can see here I'm not going to go over all of this okay it's just a quick overview in terms of leadership team but you can see from from their investor presentation I've took excerpts of this onto my PowerPoint and I'm not going to go through the full lot but I've just taken the key points you'll notice that there's a very experienced leadership team that they've got at the company and there's people that have got PhDs they've got you know people who've got a lot of experience in business and particularly in the electric vehicle sector okay so there's a lot of people involved in the in the company that are very experienced that are going to drive this company forward again no no pun intended okay so by the numbers by the numbers so what we're thinking here so 1.5 billion dollars of committed capital uh over 300 million dollars spent on development today okay so I assume that's in terms of research and development they've put a lot of money into actually the development of these batteries which is the key really isn't it they've got to put a lot of money in research and development to have that kind of revolutionary shift in the innovation of the batteries um so there is going to be a lot of cash being put into that you can see a maybe slight concern because they've got to spend it effectively but because they've got a strong leadership team a strategic leadership team combine that with the spending hopefully obviously they're going to spend it effectively uh you know you've got to you've got to decipher you know research development is good if the money's spent in a good way um you know just because a company's throwing money at research and development doesn't necessarily mean they're doing a good job but because this company's got a strong leadership team and is putting money in lead research and development it has like a synergy between the two areas there because hopefully they're making informed decisions there you've got a 250 plus employees a well-class next-gen battery development team so brilliant um I couldn't quite find the information but I would like to find out about how many of these employees are actually engineers how many of them are technical experts you know things of that nature because I think those they need to have a high percentage of engineers technical experts etc in the company to drive the innovation forward what they don't want is too many so-called yes men um you know not to but the need engineers ultimately bring the that's uh to innovate and bring the products forward 200 uh plus patents or patents however you want to say it again so this is protecting their strategic advantage over the competitors the protecting their innovations you know as they're building these new innovative processes and uses and materials you know they're actually protecting that um you know through a patent so nobody can copy what they're doing okay it's very very important that because you know there's a lot of industries where where you know um you have a copycats of of a product um or copycats of a business model so or whatever it is so the fact that they've got that is massive and that is more of a long-term thing there because obviously they've got to start bringing these uh you know these to market and start selling them um but ultimately in the terms of a long term this is really important that long-term strategic advantage is is actually provided through having these patents or patents um it's important to note that to want to get these it's actually really expensive um or it can be quite expensive to get to get them so that's something that they've they've obviously factored into their costings there especially when there's 200 of them extensive trade secrets processes and an intellectual property okay so they've got a lot of ip there okay so going through this lithium metal architecture addresses multiple requirements simultaneously so we've got energy which is significant increases in volume metric and gravimetric energy density by a limited graphite silicon and earth material we've got fast chain fast charge so their batteries are ultimately offering a solution that offers a faster charge which is important okay that is really key um unique sort of selling point if their batteries have more fast charging than the competitors you've got life so actually increasing the life of the battery and how long it lasts which is really important for you know if you maybe think about long journeys you know um it's really important now you've got safety eliminates organic separator solid state separator is non flammable and non combustible again safety is is a really important area there um as well and again costs lower cost by eliminated anode uh host material manufacturing costs so bringing the cost down making it more affordable again is a good point to have there so so they're um you know they're making things faster last longer safer and costing less so this is a really strong combination here now so let's have a look it's established manufacturing process and supply chains okay really important point here unique processes used in equipment that is already used at a scale in battery or ceramic industries so equipment designed and manufactured by world leading vendors and materials of robust and well-established supply chains served by diversified chemical mining and material firms separator materials are widely used in other industries so again they've got the systems and processes in place that are efficient and effective uh there um interestingly you know fear and you know i thought it was a little bit cheeky because it's it's this is 20 to 22 and this is saying 27 to 28 but they're saying that their revenue growth is going to be huge essentially they're going to grow their revenue massively uh there as you can see from this this information here particularly the revenue growth there okay so a quantum scale fulfills actually Kensington's investment objectives so this is just some interesting information so it's valued at greater than one billion dollars in terms of that leverages high growth mega trends of emerging technology absolutely validate technology commercial and financial capabilities based upon global automotive industries absolutely but valuation support by fundamental analysis of profitability okay well yes but also the the cost of as as run-up we'll go into that in a minute the cost of the stock has run up quite significantly world class management team and board with expertise in leading and running public companies again as i've mentioned there i mentioned that point it's really important that business to enhanced by automotive experience to the de-risk and accelerate commercial use so just to go through some of my benefits what i think in terms of the company some of the core fundamentals that are really good benefits and good things about the company again i've talked about its massive competitive advantage what they're building there is radical innovation they are really trying to push their the boundaries in producing a fantastic product and that is going to give them overall competitive advantage in so many ways in price in in the in the battery life in in the fast charging in in the overall innovation in the fact that it's differentiated to its competition because it does everything so much better and you know in a different way in terms of being the only lithium base so it's massive competitive advantage it's got innovation okay again i've mentioned that point strong innovation strong procedures okay so they've got this procedures and manufactured in place to do this in an efficient way from what i've read so far and they've got an experienced leadership team as i mentioned my only concern is the stock price has actually already run up massively and we're talking about a lot we're talking by a lot if you look here look at this so from 10th of december you know we're looking was like 70 or something 70 80 now we're up up here it's so it's run up massively in just a you know a week two weeks so it's already really high here now that might just because of the potential of the company okay it's got a market cap of 42.83 billion and it just might be because of the potential of the company as well as as what we've gone through um but ultimately this has run up a lot and it's you know every stock you know it's got to come back down a little bit at some point so what i'm waiting for is this for to dip a little bit and i really want to get in on this company because i think it's really good i've sort of missed a bit with it unfortunately um i have invested in a lot of other stocks on the channel you know we've talked about nano dimensions we've talked about um mp materials we've talked about uh um bft paysafe and we've talked about um t-dark and um skills as well um skills and all of the stocks that we have talked about they've gone up significantly you know so we've made some gains if anybody's been investing when i've invested um but obviously in terms of this one uh it's sort of um maybe a bit late to the party so to speak but i'm waiting for this to drop a little bit and then i'm going to get in on a small position and if it keeps dropping i'll average down but uh i think that this has got a lot of potential in the long term i think that this is going to grow especially as they say their revenue revenue growth is going to be as big as it is you know that's only going to have an impact on the share price but i think it's run up a lot i think it's going to pull back a little bit at some point um you know if you've got in on it early or or somewhere around here well done because you've made yourselves a lot of money um but what i'm saying is yes i think this could go even higher in the long term but i think in the mid to short term there's going to be a bit of a pullback at some stage of which i'm going to be um you know getting in on that point um and then go go from there anyway so that's the end of this video plis like the video if you if you like these sort of uh in depth kind of in depth analysis of a company you know we go through the fundamentals i mean um i'm uh you know i i take kind of marketing and business side of things not necessarily all the finance side of things okay so what you get from me in this channel is kind of a unique perspective on the on everything um that's above the i mean you get the finance side of things don't you but the also you've also got the brand you've got the competitive advantage you've got the innovation you've got the unique selling points you've got all the other aspects that actually formulate a business which actually do have intrinsic value into the share price and it's not just about the finances albeit finance is incredibly important but we look at some of the other factors as well on this channel and we go in depth on it so if that sounds interesting give the video a like and also subscribe to the channel as it helps out this small channel as we're growing massively we have gained a large amount of subscribers recently so thank you for the support but um i will see everybody in the next video and um have a good uh happy holidays happy christmas okay bye