aguea asia
Manatee Research
@Manateeres
Joined January 2025
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Manatee Research
@Manateeres
May 20
0/ NEW FROM US: Amprius Technologies: Exaggerated Orders, Hollow Manufacturing Partners, and Major Related Party Transactions
15
9
47
48,034
Manatee Research
@Manateeres
May 20
0/ NEW FROM US: Amprius Technologies: Exaggerated Orders, Hollow Manufacturing Partners, and Major Related Party Transactions
15
9
47
48,034
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Manatee Research
@Manateeres
May 20
25/
$AMPX
trades at an absurd ~15x forward revenue, having spent just $22.5M cumulative on R&D from 2022-2025 versus QuantumScape at ~$1.4B, Enovix at ~$381M, Solid Power at ~$239M, and Microvast at ~$164M over the same period.
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Manatee Research
@Manateeres
May 20
Please see our report for our full disclaimer. We have taken a short position in shares of AMPX.
manateeresearch.com/
Manatee Research
manateeresearch.com
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