u/KULR-TSLA

Former KULR Lead Director Spoke on Cancel Culture, Board Power & Regulation — Then Was Removed One Month Later
▲ 14 r/KULR

Former KULR Lead Director Spoke on Cancel Culture, Board Power & Regulation — Then Was Removed One Month Later

https://preview.redd.it/ydtmja9j7r2h1.png?width=1433&format=png&auto=webp&s=76aece0c348db991b4d2ce52ca9278a206c9a723

On March 29, 2026, Dr. Joanna Massey appeared on Season 2, Episode 2 of the podcast Inside CVC, titled “Inside CVC: Joanna Massey on Board Governance in a Digital Age: AI, Trust, and Mass Incitement.” The episode focused on how boards should approach governance, risk, and accountability in an era shaped by AI and digital platforms.

During the discussion, she made several pointed comments about corporate culture, leadership decision-making, cancel culture, and regulation. One month later, on April 28, 2026, KULR announced major board changes via Written Consent that removed her along with three other directors.

Here are some of the notable excerpts from the episode:

On cancel culture vs council culture:

>“We’ve gotten so sucked into cancel culture over council culture, which I prefer… Say something, it upsets me or it offends me. Let me tell you and express that in a nice way. I don’t have to be mean about it. And then, you know, we can get on with it or have an understanding.”

On CEOs making major decisions without the board:

When discussing whether companies should publicly take sides on social or political issues, she said:

>“I do not think it’s a decision that the CEO and officers should make on their own. I absolutely think it’s something that you have to consult the board for because if you do it and it goes sideways on you and the board didn’t know, then there’s a liability issue there.”

On the need for friction and productive disagreement:

>“In order for a corporation to grow, we have to innovate. And in order for us to innovate, you have to have friction because necessity is the mother of invention. And so you have to disagree. You’ve got to have diversity in the room. You have to have differences in order to innovate.”

>“It is urgent that companies figure out how to get employees back to a place where they can disagree productively, disagree without being disagreeable.”

On DEI language and diversity of thought:

>“I definitely think there’s fear around the acronyms DEI and ESG. Absolutely. And I’ve been telling people for several months now, don’t use them. Don’t, you know, phrase it differently.”

>“Whether we say diversity, difference, whatever word it is you want to use, there have to be different experiences in the room in order to drive growth.”

On free speech, corporate control, and expanded regulation:

She made clear that private companies have wide authority to restrict employee speech:

>“The First Amendment says that we have free speech against the government, not against private companies. A private company is absolutely allowed to tell its employees how to speak with each other, how to behave at work.

At the same time, she argued for significantly expanding government regulatory power over speech on public platforms:

>“So why has the FCC never been expanded to cover cable and podcasts and social media? We can do it. We absolutely can do it.”

>“And then when it comes to Section 230… I think it’s time that we changed it… let’s create a different framework for how to manage what we’re dealing with in terms of all of this hate speech and anger that’s going around.”

In other words, while she criticizes “cancel culture” inside companies and calls for more “council culture,” she also supports giving regulators like the FCC greater authority and changing liability laws such as Section 230 in order to exert more control over speech on social media and digital platforms.

Timeline:

  • March 29, 2026 – Podcast released
  • April 28, 2026 – Board changes announced (removal of Joanna Massey and others)

Was she already sensing what was coming? Did these public remarks play any role in what followed? Or is the timing simply coincidental?

Season 2, Episode 2 of the podcast Inside CVC, titled “Inside CVC: Joanna Massey on Board Governance in a Digital Age: AI, Trust, and Mass Incitement.”

reddit.com
u/KULR-TSLA — 8 hours ago
▲ 27 r/KULR

Follow-up: KULR Q2 Earnings Timing + CEO’s Earlier Comments on Scaling Past 10k Packs

Shoutout to u/skotww15 for the post this morning on the 10k packs/month ramp — good summary. Wanted to add some extra context around timing and what management has said previously about larger scale.

KULR signed the new Houston lease on May 12 for ~24,700 sq ft specifically for automated battery production lines (adding to their existing facility in Webster and manufacturing efforts in Plano per the Caban agreement). On the Q1 call, CEO Michael Mo said installation is planned for Q2 2026 with production start targeted for Q3 2026 at 10,000 packs per month, tied to programs including two major U.S. drone/UAS companies.

https://preview.redd.it/ohmq54of2q2h1.png?width=573&format=png&auto=webp&s=d423444a8ccadcbebdacd6bd69d4cf5bc78d638c

KULR has historically reported Q2 results in mid-August. If that holds, the Q2 2026 earnings call will happen while the company is already roughly 6–7 weeks into Q3. While updates could come via press releases earlier, the Q2 call should give more structured commentary on installation progress and early production status.

Earlier CEO Comments on Much Larger Scale

In the Q3 2025 earnings call, Michael Mo laid out a bigger long-term view:

>“In 2026, we plan to grow our Texas headquarters to over 100,000 sq ft and scale production from a few thousand packs per month right now to more than 50,000 packs per month, supported by new automated battery production lines.”

He also said if demand accelerates, they’re ready to go to 100,000 packs per month and beyond.

Key Point

KULR is executing in phases. The Houston facility represents the next concrete step toward 10k packs/month while improving unit economics. At the same time, management has shown they have the roadmap to expand capacity significantly larger once demand supports it. The mid-August Q2 call will be one of the more detailed checkpoints on how that transition is progressing.

Link to the original post: https://www.reddit.com/r/KULR/comments/1tkiiqh/10k_packs_per_month_ramp/

Other Sources:

  • Q1 2026 10-Q (Houston lease details): SEC Filing
  • Q1 2026 Earnings Call & Transcript: kulr.ai
  • Q3 2025 Earnings Call (50k–100k packs comments): kulr.ai
  • KULR 5-year Preferred Battery Agreement Caban Energy; Expands U.S. Manufacturing Footprint: kulr.ai
reddit.com
u/KULR-TSLA — 12 hours ago
▲ 23 r/KULR

Factorial's Solid-State Batteries Are Going Global, One Drone at a Time

MarketDash: Factorial's Solid-State Batteries Are Going Global, One Drone at a Time

May 21, 2026  •  Posted 6 hours ago

>"The battery startup is teaming up with drone integrators across three continents as it moves closer to its SPAC merger."

Key Points

  • Factorial Inc. announced partnerships with KULR Technology Group (KULR), Tulip Tech, and JRES to deploy its solid-state battery technology in commercial, industrial, and defense drones globally.
  • The company is merging with SPAC Cartesian Growth Corporation III (CGCT) in a deal valued at about $1.5 billion, with a shareholder vote scheduled for May 27 and closing expected in June.
  • Factorial's solid-state and lithium metal batteries promise higher energy density and power output without the trade-offs of traditional lithium-ion batteries, targeting longer flight ranges and extreme-temperature performance.

Factorial Inc., the solid-state battery developer that's merging with a SPAC, announced Thursday that it's partnering with three drone integrators to bring its next-generation battery technology to drones around the world. The partnerships span the U.S., Europe, and Asia-Pacific, targeting commercial, industrial, and defense drone systems.

The company is working with KULR Technology Group Inc. (KULR), Tulip Tech, and JRES to integrate its battery cells into unmanned aerial system (UAS) pack systems. Factorial says its solid-state and lithium metal technology delivers both high energy density and high power output, without the trade-offs that come with conventional lithium-ion batteries. That means longer-range flights, rapid takeoff capability, sustained thrust, and reliable performance across extreme temperatures.

In the U.S., KULR Technology will optimize Factorial's cells for demanding flight environments. KULR specializes in thermal management and battery safety systems. In the Netherlands, Tulip Tech has started developing battery packs for the first phase of European integration. And in South Korea, JRES is leading deployment efforts for commercial and industrial drones in the Asia-Pacific region.

The announcement follows demonstrations at the XPONENTIAL 2026 conference in Detroit, where KULR and Tulip showcased initial battery packs powered by Factorial cells.

Factorial said the expansion builds on strategic partnerships and investments involving IQT, POSCO Future M, and Philenergy. The company is scaling its battery technology across drone and robotics markets.

"As a U.S. leader in next generation batteries, we see firsthand how quickly the market is moving, and this global network reflects exactly that momentum," CEO Siyu Huang said. "Teams across three continents aren't just exploring our technology; they're deploying it."

Financial terms of the agreements were not disclosed.

SPAC Merger Progress

Factorial is also making progress on its planned merger with Cartesian Growth Corporation III (Cartesian Growth Corporation III (CGCT)). Last week, the SEC declared effective their merger registration statement, and a shareholder vote is scheduled for May 27. The companies expect to close the transaction in June at an implied combined valuation of about $1.5 billion. After the merger, the combined company will trade on Nasdaq under the symbols "FAC" and "FACWW."

Source: https://www.marketdash.com/stock-market-news/68803/factorials-solid-state-batteries-are-going-global-one-drone-at-a-time

marketdash.com
u/KULR-TSLA — 1 day ago
▲ 24 r/KULR

KULR BBU: K1M Progress + SLNH AI Expansion Revenue Angle

For KULR investors following the Soluna Holdings (SLNH) partnership and the company’s data center battery efforts, here’s an updated recap that includes recent developments and how they may connect to KULR’s K1M platform.

Partnership Background

On October 9, 2025, KULR announced a 3.3 MW Bitcoin mining hosting agreement with Soluna at Project Sophie in Kentucky. In that release, Michael Mo stated: “This is only the beginning. As KULR expands beyond Bitcoin mining and migrates into Battery Backup Unit (‘BBU’) solutions, Soluna stands out as the ideal partner for future projects focused on sustainable, low-cost AI data center hosting powered by stranded renewable energy.”

Recent Developments from Soluna

In recent posts on X from SolunaHoldings and CEO John Belizaire, Soluna highlighted several updates:

  • On May 20, they announced full equity ownership of the Dorothy 1 campus (including Dorothy 1B) following the acquisition of the Briscoe Wind Farm. They noted that development of the Dorothy 3 AI campus is now moving forward.
  • In their Q1 2026 updates, Soluna reported 58% year-over-year revenue growth, four consecutive quarters of sequential growth, and an expanded pipeline now at 4.3 GW. They also highlighted continued progress on Kati 2, a planned 350 MW AI campus in Southeast Texas developed with their Metrobloks partnership.

These updates show Soluna advancing larger AI-focused data center projects while consolidating ownership of existing sites.

K1M Update from Q1 2026 Earnings Call

On the May 14, 2026 earnings call, management shared the following on the KULR ONE MAX (K1M) platform:

  • Continued development of the 48-volt high-power PPR BBU platform targeting AI data center and telecom applications.
  • Q1 technical progress included improvements in power conversion efficiency, custom distributed BMS development, and PPR testing on higher-energy 21700 cells.
  • Attended the OCP EMEA Summit and engaged with major data center OEMs on licensing PPR and thermal management IP.
  • Highlighted strong OEM interest driven by KULR’s technology edge in the large data center BBU market.

Certification Status

As of the Q1 2026 earnings call, KULR has not announced completion of UL 9540 or UL 9540A certification for KULR ONE MAX. Management has positioned 2026 as the year to advance certification work with cell providers and integration discussions with hyperscalers.

Potential Revenue Connection

Soluna does not refer to itself as a hyperscaler. It instead describes hyperscalers and neoclouds as target customers for its larger AI data center projects. On the Q1 2026 earnings call, Michael Mo discussed KULR’s engagement with data center OEMs and its focus on licensing PPR and thermal management technology for AI data center BBU applications. While there was no direct mention of Soluna during the call, both companies are operating within the broader industry shift toward AI infrastructure development. Soluna’s expanding AI campuses (such as Kati 2 and Dorothy 3) could represent one potential future deployment opportunity for KULR’s K1M platform if certification milestones are achieved and commercial interest aligns.

In April 2026, KULR added Ben Frank, a Microsoft director with experience in AI solution engineering within the Energy & Resources sector, to its Board of Directors. This addition brings relevant AI and energy infrastructure expertise as KULR advances its data center-focused battery platform.

This remains prospective and would depend on product readiness, certification progress, and further development of commercial relationships.

Discussion: If K1M moves through certification and Soluna continues scaling its AI projects like Kati 2 and Dorothy 3, it’s worth considering whether those sites could eventually become deployment opportunities for certified BBU systems and what kind of revenue contribution that could represent for KULR if it materializes.

Sources:

reddit.com
u/KULR-TSLA — 1 day ago
▲ 27 r/KULR

KULR Bitcoin Mining Leases: Complete Timeline & Status Update

Last week during KULR’s Q1 2026 earnings call, CEO Michael Mo announced that the company will no longer use cash to acquire Bitcoin. Here is the direct quote:

>“We’re committing all of our financial resources to our battery business and not acquiring any Bitcoin with cash. The only Bitcoin acquisition is through our existing BTC mining contracts.”

KULR currently holds approximately 1,085 Bitcoin (as stated by CEO Michael Mo during the May 14, 2026 earnings call). Going forward, any new Bitcoin will only come through the mining leases the company has already signed.

Here’s a complete and clear breakdown of all KULR’s Bitcoin mining leases:

Expired Leases:

  • First Machine Lease Agreement — Started March 2025 (60 days), 2,500 S-19 miners, $850,000.
    • Expired May 2025.
  • Second Machine Lease Agreement — Started May 2025 (228 days), 2,500 miners, $3.2 million.
    • Expired December 2025.
  • Third Machine Lease Agreement — Started June 2025 (103 days), 3,570 S19 miners, $2.76 million.
    • Expired October 2025.

Active Leases:

  • Fourth Machine Lease Agreement — Started July 30, 2025 (1-year term), 1,157 MicroBT miners, $2.65 million.
    • Expires July 30, 2026 (71 days remaining).
  • Fifth Machine Lease Agreement — Started October 31, 2025 (2-year term), $4.22 million total.
    • Expires October 31, 2027 (529 days remaining).

This gives a clear picture of how long KULR’s Bitcoin mining activities will continue. After July 30, 2026, only one lease will remain active. After October 2027, the company will have no active mining contracts left. Hope this helps clarify the timeline! What are your thoughts?

Sources:

u/KULR-TSLA — 3 days ago
▲ 47 r/KULR

KULR Featured on US News Money "5 Best Cheap Stocks Under $5 to Buy Right Now"

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US News Money published their list of “5 Best Cheap Stocks Under $5 Now” (May 19, 2026). The article focuses on companies that aren’t just cheap for a reason — they’re early-stage growth stories tied to big secular trends like AI infrastructure, defense, and next-gen energy.

The five tickers: INDI, VLN, CRNT, KULR, KOPN.

Here’s the direct excerpt from the article: KULR Technology Group (KULR)

>"KULR is a small-cap company trying to position itself at the intersection of several high-growth themes all at once: AI infrastructure, defense drones, battery safety and next-generation energy systems.

>The company develops thermal management and battery technologies designed for high-performance applications ranging from aerospace and defense programs to AI data centers and telecom infrastructure. It focuses on helping powerful lithium-ion battery systems operate more safely and reliably in environments where failure is not an option, like on the International Space Station and Mars Rover.

>NASA is a long-standing KULR partner, but the company's products are also used in more terrestrial applications. In January 2026, KULR announced a five-year battery supply agreement with Caban Energy expected to generate roughly $30 million in revenue tied to telecom and digital infrastructure applications. More recently, the company secured initial orders for military-focused drone battery systems from a U.S. defense company. KULR management says the opportunity could exceed $5 million in 2026.

>Yet there's no shortage of risk here. KULR remains a volatile small-cap stock and not consistently profitable despite strong sales growth over the past few years. Still, the company keeps finding ways to attach itself to fast-growing industries that appear to be attracting significant investment dollars, from defense technology to AI infrastructure. Sometimes that kind of positioning is enough to keep a speculative growth story moving forward."

Source: https://money.usnews.com/investing/articles/best-cheap-stocks-to-buy-now

reddit.com
u/KULR-TSLA — 3 days ago
▲ 20 r/KULR

Follow-up: Ellington Trade Center Location Details and Connections

This is a follow-up to the previous post on the potential KULR manufacturing facility.

The Ellington Trade Center at 12554 Highway 3, Webster, TX 77598 sits directly across from Ellington Field runway. This location has several notable connections worth highlighting:

Military aviation presence
Ellington Field Joint Reserve Base, which is part of Ellington Field, is home to the Texas Air National Guard 147th Attack Wing and the 111th Attack Squadron, which operates MQ-9 Reaper drones for intelligence, surveillance, and strike missions. The base also supports additional military aviation units from multiple branches.

NASA facility development
NASA has completed its environmental review for a new 52,000 sq ft Aviation Logistics and Operations Facility at Ellington Field. After determining the project would not have significant environmental impacts, NASA has cleared the way for construction to proceed. This facility will support JSC operations, including T-38 astronaut training flights and cargo logistics.

Houston Spaceport and major tenants
The Houston Spaceport is located at Ellington Field. Current anchor tenants include Axiom Space, Intuitive Machines, and Collins Aerospace, with Phase 2 development underway. Axiom Space previously operated out of Suite 100 at 555 Forge River Road — the same building that now houses KULR’s headquarters — before transitioning to its new campus at the Spaceport.

Aviation training expansion
Texas Southern University opened a new aviation training hangar at Ellington in April 2026, adding to the growing aerospace education and workforce development in the area.

Whether this specific address is the exact location referenced in KULR’s lease remains speculation based on public filings and property listings.

Sources:
Ellington Trade Center property listing
NASA Ellington Field ALOF Environmental Assessment (June 2025, FONSI issued)
Houston Spaceport official updates
147th Attack Wing information

reddit.com
u/KULR-TSLA — 6 days ago
▲ 21 r/KULR

Think We Found KULR’s New Manufacturing Facility 👀

12554 Highway 3, Webster, TX 77598

KULR’s Q1 2026 earnings call mentioned signing a new lease for additional 25,000 square feet of manufacturing space to support battery production scaling.

The more precise details appear in their recently filed 10-Q, which states the company executed a 3-year lease on May 12, 2026 for a facility of approximately 24,700 rentable square feet in Houston, Texas.

https://preview.redd.it/np5vafkfad1h1.png?width=954&format=png&auto=webp&s=1341d0c33834e04ff25a5782493be177b062d63e

Key points from the filings:

  • Earnings call described it as ~25K sq ft of new manufacturing space
  • 10-Q confirms 24,700 sq ft, roughly $30K monthly rent
  • New space is for automated battery production lines (installation in Q2, production start in Q3 2026)
  • Target capacity: 10,000 battery packs per month

KULR’s existing headquarters is located at 555 Forge River Road, Webster, Texas.

After reviewing recent industrial listings for spaces matching the exact size in the Webster/Clear Lake area, the strongest match is:

Ellington Trade Center

12554 Highway 3, Webster, TX 77598

This property has a 24,700 SF industrial space listed. It’s roughly 4–5 miles (about an 8–10 minute drive) from KULR’s current headquarters.

Why this location looks promising:

  • Same city as existing HQ → easier operational integration
  • Good industrial specs (24 ft clear height, dock loading)
  • Close to Ellington Field with solid access to I-45 and Beltway 8
  • Located in the Webster/Clear Lake aerospace corridor near NASA

Sources:

This is pure speculation based on public listings, but it lines up pretty well.

https://preview.redd.it/18lwtjk5bd1h1.png?width=1118&format=png&auto=webp&s=6b27e05e86564d181118e6821e3cb3405dca9a5e

reddit.com
u/KULR-TSLA — 7 days ago
▲ 11 r/KULR

Where's Shawn? Is KULR Transitioning the CFO Role?

SPECULATION SPECULATION SPECULATION

Shawn Canter has been KULR’s CFO since March 2023. He has a background in M&A from Goldman Sachs and Bank of America and was previously a partner at Orange Capital Ventures. He was added to KULR’s Board of Directors in June 2025.

Here’s a quick timeline of key events:

  • March 2023 — Shawn appointed as CFO
  • May 2025 — KULR announces partnership and investment in German Bionic; Shawn joins their Advisory Board
  • June 2025 — Shawn added to KULR Board of Directors
  • November 2025 — German Bionic files for insolvency
  • March 2026 — German Bionic is acquired by Archimedes Partners (Shawn’s advisory board seat ends with the transaction)
  • April 28, 2026 — Shawn is removed from the KULR Board (along with three other directors). Two new directors are added and the company appoints a Special Advisor to lead a new “Operating Discipline Framework.”
  • May 14, 2026 — Q1 2026 earnings call and release. Shawn does not appear on the call and there is no quote from him in the earnings release.

The Special Advisor is described as a CFA charterholder and CPA with deep FP&A experience across manufacturing, agriculture, financial services, and technology. Their role focuses on pricing discipline, capital allocation, cost controls, and operating cadence, with the goal of improving margins, strengthening cash flow, and converting growth into durable profitability.

https://preview.redd.it/rp48zr854d1h1.png?width=715&format=png&auto=webp&s=c396350351e19902da2316b7884d200b600f0dd1

https://preview.redd.it/1vg1ipoe4d1h1.png?width=715&format=png&auto=webp&s=71472742e9f7290f57588c3be3bc4139eeb08be9

What We Know

  • In previous quarters, Shawn regularly participated in earnings calls and was quoted in the earnings releases.
  • On the Q1 2026 earnings call, Shawn did not appear and provided no commentary.
  • On April 28, Shawn was removed from the Board on the same day a finance-heavy Special Advisor was announced.
  • The Special Advisor’s described role overlaps significantly with traditional CFO responsibilities (pricing, margins, capital allocation, and cost control).

A few questions come to mind:

  • Could the Special Advisor be in line to take over the CFO role?
  • Why the sudden absence from both the earnings call and the press release right after the Board removal?
  • Is this part of a broader shift under the new board and framework?
  • Will Shawn still be involved going forward, or is this the beginning of a transition?
reddit.com
u/KULR-TSLA — 8 days ago