Company coverage
Research snapshot 2026-08-31
Research activity
SLDP 58 trade records · 51 option records · 2024-04-09 → 2026-07-02Moat
NarrowProprietary sulfide solid electrolyte IP for all-solid-state batteries, but faces formidable competition: Toyota has 1,000+ patents, Samsung, Panasonic, LGES, Nissan, CATL all hold deep IP. In Q4 2025, 190+ new entrants joined the patent landscape w…
Physical assets
MinimalDevelopment-stage company. Holds IP and lab assets but no productive physical infrastructure. $437M raised but no production facilities yet.
Software / hardware
Software25%
Hardware75%
Growth. BMW and Ford co-development partnerships validate sulfide solid-state battery technology as pilot production scales toward automotive OEM qualification milestones. Primary assets. Sulfide solid electrolyte IP and patents, pilot/laboratory fa…
- manual · sw-hw
Growth. BMW and Ford co-development partnerships validate sulfide solid-state battery technology as pilot production scales toward automotive OEM qualification milestones. Primary assets. Sulfide solid electrolyte IP and patents,…
- manual · physical-assets
Development-stage company. Holds IP and lab assets but no productive physical infrastructure. $437M raised but no production facilities yet.
- manual · moat
Proprietary sulfide solid electrolyte IP for all-solid-state batteries, but faces formidable competition: Toyota has 1,000+ patents, Samsung, Panasonic, LGES, Nissan, CATL all hold deep IP. In Q4 2025, 190+ new entrants joined th…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-07-02 | SELL | Equity | +64% |
| 2026-07-02 | SELL | Equity | +68% |
| 2026-05-18 | EXPIRED | CALL option | 0% |
| 2026-04-23 | SELL | CALL option | +3% |
| 2026-01-28 | SELL | Equity | +2% |
| 2026-01-16 | BUY | CALL option | +10% |
| 2026-01-16 | SELL | CALL option | +6% |
| 2026-01-12 | BUY | CALL option | +5% |
| 2026-01-09 | BUY | Equity | +1% |
| 2026-01-08 | BUY | Equity | +1% |
| 2026-01-07 | BUY | Equity | +0% |
| 2026-01-02 | BUY | Equity | +0% |
| 2025-12-31 | SELL | CALL option | +1% |
| 2025-12-31 | SELL | CALL option | +1% |
| 2025-12-22 | BUY | PUT option | +9% |
| 2025-12-18 | SELL | CALL option | +2% |
| 2025-12-11 | BUY | CALL option | +1% |
| 2025-12-04 | BUY | CALL option | +1% |
| 2025-11-28 | SELL | PUT option | +11% |
| 2025-11-18 | SELL | CALL option | +11% |
| 2025-11-18 | BUY | CALL option | +15% |
| 2025-11-18 | SELL | CALL option | +11% |
| 2025-11-18 | BUY | CALL option | +1% |
| 2025-11-06 | BUY | CALL option | +100% |
Notes
Full portfolio moat / asset analysis
Proprietary sulfide solid electrolyte IP for all-solid-state batteries, but faces formidable competition: Toyota has 1,000+ patents, Samsung, Panasonic, LGES, Nissan, CATL all hold deep IP. In Q4 2025, 190+ new entrants joined the patent landscape with 1,660 new applications. No moat exists until manufacturing scale, regulatory approvals, and customer contr…
Full portfolio moat / asset analysis
Development-stage company. Holds IP and lab assets but no productive physical infrastructure. $437M raised but no production facilities yet.
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