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QuantumScape: From Ambitious Science to the Cusp of a Battery Revolution Links to my detailed research videos https://www.youtube.com/playlist?list=PLTxyzjHIS6phTvuEN20Iv5uA1g9qLcmc5 QuantumScape (QS) , a company that for years was often dismissed as a mere "science project" by skeptics, has definitively transformed into a formidable business on the verge of real-world impact1.... Having chosen the "Hard Path" to tackle fundamental battery challenges, QuantumScape's journey, spanning over a decade and fueled by approximately $1.5 billion in funding (with roughly $300 million strategically deployed to date), is now poised for commercial success3....Read more

Finding genuine value in the current market is becoming increasingly difficult. Stock indices are at or near all-time highs.Read more

Kodiak AI - a potential 100 bagger opportunity? Investment Analysis: Kodiak AI, Inc.Read more

Company Overview Micron Technology (MU) is a global leader in memory and storage solutions, specialising in DRAM, NAND, and NOR flash memory. As the sole U.S.-based manufacturer of these critical components, the company holds a significant strategic position.Read more

AFT Pharmaceuticals is a New Zealand-based pharmaceutical business with global ambitions. The company has publicly set a goal of achieving NZ$300 million in revenue by the end of 2027—a target repeated in its 2025 annual report, market release, shareholder letter, and chairman’s address.Read more

Key Takeaways Coca-Cola is the leading global brand, and it has endured numerous market downturns with its tested business model. The firm's stability, which includes over six decades of raising its dividend and a share price that is half as volatile as the average market, appeals to a certain investor population.Read more

Risks Dividend history is unstable Stock underperformed vs. industry and market in the past year Highly cyclical business – earnings depend heavily on commodity prices Catalysts Global demand for copper , especially from EVs, AI, and green infrastructure Grasberg mine in Indonesia and large-scale U.S. operations (e.g., Morenci, Bagdad) U.S. legislation may classify copper as a "critical mineral" , possibly introducing 10% tax credit Assumptions Where do you think revenue will be in 5 years time?Read more

Risks -27% stock price drop over past year – industry-wide pressure Cyclicality – tied to industrial demand cycles Moderate growth – not a high-growth tech stock Assumptions Revenue by 2029: Estimate: ~SEK 26–28 billion Current Revenue: SEK 20.44 billion Expected Growth: ~4.3–7.2% annually Growth Drivers: Strong demand for polymer solutions in automotive, construction, and energy Growth in engineered products and thermoplastic elastomers Sustainability and recycling focus aligned with EU regulations (ESG boost) Earnings by 2029: Estimate: ~SEK 3–3.5 billion Current Earnings: SEK 2.22 billion Expected Growth: ~7.2% annually Key Factors: Stable gross margins (21–23%) Facility consolidation and improved operational efficiency Acquisitions (M&A) and shift toward high-margin products Catalysts Reliable dividend yield – 4.3% Low debt (Debt/Equity = 18.7%) Consistent growth through green innovation and acquisitionsRead more

To estimate the potential upside for Tullow Oil's share price if the oil price remains at $70 per barrel, we need to consider several factors, including the company's current financial performance, its sensitivity to oil prices, analyst projections, and market conditions. As of March 29, 2025, I can provide a reasoned analysis based on available trends and data, aligning with the tools at my disposal.Read more