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![MartynInvestor Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1440004975057326082.png) Martyn Lucas Investor [@MartynInvestor](/creator/twitter/MartynInvestor) on x 6567 followers
Created: 2025-07-22 22:02:37 UTC

📊 Key Expectations
EPS estimate: Analysts forecast a loss of –18¢ to –21¢, marking a ~28% year-over-year improvement from –25¢ a year ago

Technology milestones: The market is watching for updates on the “Cobra separator” breakthrough and progress in scaling solid-state cell production (QSE‑5B1 tests for Volkswagen, PowerCo

Cash burn & guidance: Management previously guided a full-year adjusted EBITDA loss of $250M–$280M. Any guidance change on that or the capital runway could move the stock

Future partnerships: Investors hope for news of a new licensing/customer deal, similar to hints from Q1


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947779341578080540/c:line.svg)

**Related Topics**
[$vowde](/topic/$vowde)
[volkswagen](/topic/volkswagen)
[breakthrough](/topic/breakthrough)
[stocks technology](/topic/stocks-technology)
[eps](/topic/eps)
[investment](/topic/investment)

[Post Link](https://x.com/MartynInvestor/status/1947779341578080540)