Joined August 2024
- Tweets 623
- Following 165
- Followers 150
- Likes 848
115 Photos and videos
May 28
$QS an old article about Japan targeting 20% market shares in battery in 2030. Quantumscape might be a piece of the project: differenciation of Korea and china thanks to a disruptiv tech. reuters.com/technology/japan….
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May 28
🧩🧩 “The Japanese government has formulated the ‘Battery Industry Strategy’ targeting the full-scale practical application of all-solid-state batteries around 2030” said Hiroki Aoki, Director of the Battery Industry Division at METI.
quantumscape.com/quantumscap…
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Paul Preauce retweeted
May 20
I’ve built four companies from scratch, from the back of a napkin idea, and hold my shares. Real assets, all but one so far profitable, all mission driven for their clients, and of course all good for their investors (from relatively good to life changing).
Winners spend their life building. Maybe not always to the scale of the original vision, but never stop trying.
Losers spend their days trying to destroy.
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Paul Preauce retweeted
May 14
$ABXX new record volume day today with a couple hours to go (with the caveat that it's pretty much only gold-driven)
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Paul Preauce retweeted
Announcement: Mid-June launch of three Bluebird satellites aboard a Falcon 9 rocket.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
32 next-generation satellites at advanced stages of assembly to be ready for launch.
Network deployment with a launch every one to two months on average.
Space-based cellular broadband. Built in Texas.
🌎📶📱
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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Mar 27
$QS remains well placed and has cash for years.
The first quarter made me humble. But I’ll add on low volume dips caused by macro.
Mar 27
IRAN CONFLICT DRIVES SURGE IN CHINA EV DEMAND
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Mar 1
Mar 1
1/ Russian commentators are sounding the alarm over America's use of a new kamikaze drone against Iran, the Low-cost Unmanned Combat Attack System (LUCAS). They note that it appears to have an integrated Starlink terminal and warn that it's a serious threat to Russia. ⬇️
Community note
The drones run on Starshield satellite network, that's separate from Starklink. Starshield was developed, build, and launched by SpaceX in partnership with and strictly for use by the US military.
wbhm.org/npr-story/a-cl…
en.wikipedia.org/wiki/SpaceX_St…
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Feb 18
$QS Although I’m not happy with the share price, I’m happy to see smart money flowing in.
I now see a slow decline similar to 2025 before Eagle Line results.
I remain confident in the management and the execution.
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Feb 12
$ASTS worth reading Hennessy Funds note again.
Is the TAM bigger than D2D and Defense?
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Paul Preauce retweeted
Abaxx Digital Title pilots achieve T 0 collateral mobilization for physical gold and yield-bearing securities, using the Company's proprietary ID architecture to convert regulated assets into legally enforceable, real-time collateral.
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Paul Preauce retweeted
Feb 8
Rheinmetall Air Defence AHEAD ammunition effective against drones 🇨🇭🇩🇪.
As a follow-up to my previous post, this video explains how AHEAD air-burst ammunition works.
Feb 8
Rheinmetall showcases its Skynex Air Defence System 🇨🇭🇩🇪 countering a swarm of small drones with the 35mm Revolver Gun Mk3.
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Jan 29
Je me lance dans l’exercice :
$EQR
Une approche des bénéfices et de la capi peut se faire avec les variables
- volumes vendus (MTU)
- prix de vente ($/MTU)
- coûts de production AISC ($/MTU)
- multiple de valorisation
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Feb 1
AISC: on peut utiliser les "Nominal cash cost" : Q2 2026 on a :
Saloro : 147$/MTU (-30% vs Q1 2026)
Mt Carbine : 701$/MTU
Mt Carbine n'est pas encore en production standard, c'est normal que le coût soit élevé.
Les trieurs XRT semblent très rentables !
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Feb 1
J'étais surpris de l"average realised price" de seulement 591 $/MTU au second trimestre. Mais pour rappel les prix du Tungsten étaient ceux-ci en décembre: almonty.com/tungsten-history…
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Paul Preauce retweeted
Jan 26
🇺🇸 Ce qui est bien avec les Américains, c'est que c'est carré. J'invite tout le monde à lire attentivement ce graphique qui détaille la stratégie défense des USA. "Une image vaut 1000 mots"
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Jan 29
Pensez à faire des tableaux pour facilement mettre à jour avec de nouvelles infos/hypothèses et faire vos scenarii
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