Solid Power: The Affordable Disruptor

  • My conviction is based on the company's first-mover advantage in the promising solid-state battery industry. SLDP is attractively valued, trading near book value, and is well-capitalized with nearly $300 million in liquidity and minimal debt. Scenario analysis suggests SLDP could deliver 12-20% annualized returns over the next decade, even under conservative market share assumptions.