r/DFLI

This successful test was run by some seasoned RVers. It's a little long because 10 minutes is an eternity for this generation of 15 second dopamine video hits. They didn't open the casing and tested two used batteries that have been hooked up to their RV.

I'm not an electrical engineer or have expertise in this space. BUT as a discerning consumer, I see that all of the negative content (and there isn't really that much) has Prowse all over them with his own comments polluting the well. So far, I've only seen 4 social media influencers posting the negative news: Prowse, Rossman, and two dudes with mustaches (one tested and the other walked around pontificating).

Look, I'm not here to say that DFLI's BB batteries don't have problems. It's clear that they are expensive and the market is getting flooded with really good cheaper alternatives for DIYers, even though they're from China. Every product may have a few defects and I think there is legitimate concern about how BB warranties are handled and processed. But if this was a very big problem, you'd hear about it en masse. Instead, we have ANOTHER VIDEO from a seasoned RVer refuting the defect handling: https://www.youtube.com/watch?v=ox7gVfpxgpU

MAIN POINT: Enough with the firehose of FUD. All of the folks who are staying optimistic are bagholders and there is legitimate hope that DFLI can monetize their IP. The eAPU product shows immense promise to help the trucking industry survive the next 5 years to prepare for what looks like an all-electric future. While that happens and revenue comes in, that's a lot of time to scale a dry electrode production line and generate revenue on the solid state IP. There's even room for innovation and applications into robotics, space, grid redundancy, etc. Batteries made in the USA is a great thing. WE NEED IT. So what if the bagholders want it because we'll finally see a return as a byproduct?

Why listen to FUDsters who sound possessed clamoring for failure INSTEAD of rooting for positive outcomes? Manifest positive outcomes, yall. There's no other way to be in the light.

This group calls any negative news or assertions FUD. Can you still consider it FUD if it's the truth?

Here are some issues I have with the stock:

-Zero proof of solid state battery performance or large scale manufacturing. Patents mean nothing without third part testing or real world results.

-Their current Chinese sourced, American assembled batteries have serious problems. Look up complaints of these batteries on Facebook for forums. The issues are real. The company does not have enough money to fund a recall.

-OEM contracts seem like a dead end because Chinese alternatives are everywhere.

-DOE funding? Give me a break, tons of better options available.

-They have lots of debt.

-Chartmill.com gives DFLI a 0/10 for growth rating.

-Big investors left. Why? Stock is down 99.23% now. The only people holding on are a few guys here on Reddit and the companies employees.

-Covenant wavery expiry is in December of 2026

-The only income they have is 3 million from a trucking contract. That's it. Considering the overhead, they're still losing.

-Now they have a lawsuit against them for bad batteries? And trying to sue a YouTuber for calling it out? Why?

-And every single quarter, their profits are down.

I just don't understand how people in this thread would invest a penny in this company. And then call anything negative "FUD".

Do you guys actually own the stock?

https://preview.redd.it/ds36jb0d1nah1.png?width=1384&format=png&auto=webp&s=6856f388f83a71800ecb65212deefdf49f205b8f

Started replying to the comment in the Lounge re: the stock price being manipulated then got on a roll.

No depth in volumes makes stocks easy to manipulate and is normal in the modern market with algos etc.

This is also the reality of out of favour penny stocks … they can sit in the doldrums for long periods.

DFLI has to deliver on the pivot to demonstrate future value which will increase institutional and retail interest … only then it will begin trading as a normal stock.

Right now DFLI is attempting a pivot away from a DTC sector that carries major bad PR into a lucrative but slow moving sector (trucking) and beyond that the dream of licensing their dry cell technology.

Ignore the eggs that like to spam this sub and others. There’s just a sad part of the world who think they’re speaking truths but are really just keyboard warriors who enjoy putting out this kind of shit to unsettle or upset other people, or they’re bitter cos they’ve lost money.

I’m across a lot of subs and DFLI is one of the best for positive and negative views being shared and only total nasty twats being kicked.

Investors do need to understand what they’re buying and know this could grind to zero in the next 12-24 mths or 10x in a month and 50x in 12-36 mths.

DFLI is a classic early stage new tech play fraught with risks and problems. So don’t be checking stuff daily and anguishing over the stock price it’ll drive you nuts.

Understand the SP will grind down on no news then spike on good news, sell off (probs a dilution if it’s a good jump)… and will only stay up on sustained good news.

Dilution will happen more than once going fwd as this is why tech companies list to raise capital.

Things like DOE funding are a bonus but not hugely relevant.

Prowse, class actions and product recalls are likely to be a sideshow. Bad PR and hit the DTC but that’s old news … I could be wrong but I don’t think this is going to make much of a difference provides DFLI achieves the pivot.

What we need to see Q3 and Q4 are some big trucking contracts for fleets getting ready for the new 2027 emissions rules. If these don’t happen it means DFLIs eAPUs aren’t all we’ve hoped they would be and we’ve lost.

Q2 earnings and Q3 guidance will be critical if these are bad then it will suggest the pivot is not happening and then it’s just the dry cell tech left which is a long shot without the trucking revenue.

I’d hoped for more good news in Q2 … Stevens 500 out of 2500 was a good start but much more is needed.

If the pivot is going to happen it will take some time so patience.

This guy created UL standards. Check out his background, he is the president of the PVICC:

https://pvicc.org/pvicc_leadership/president

This group tracks potential DOE funding, random contracts and patents, but what technology has DFLI created? Patents do not ensure success. Or volume when attempting to scale. US and European patents are instructions for Chinese manufacturers.

What does this company excel at? Seems like a Chinese hardware assembler.

Some have mentioned solid-state batteries. What kind? Is there proof of performance?

We should get new epa emissions regulatory, one new trucking contract and also info about doe grant as H1 ending we also should get update about dry electrode

As we all know, recently DFLI has signed several contracts, large and small (Werner, Stevens, World Cat, Rail, etc.). My assumption is that every one of these deals involved months of testing, with specialized personnel handling evaluation, verification, monitoring, and everything related to how these batteries perform under different operating conditions.

After all, if you're a company spending $3 million on a battery contract, you don't just look at a few PowerPoint presentations and then decide whether to buy. You assign engineers and technical staff, and you thoroughly test the product from every possible angle.

So my question is this: why would existing customers, potential buyers, or investors place more weight on the opinions of a YouTuber—who, from what I've read, may not even have formal qualifications in the field—than on the assessments of professionals working for companies that have invested significant amounts of money into DFLI products after conducting extensive testing themselves?

I'm not saying there are no issues. I'm not saying those batteries didn't fail under the YouTuber's tests. But those batteries were subjected to extremely harsh conditions. It's like buying a Ferrari, taking it off-road, destroying it, and then concluding that Ferrari makes a bad product. Does that really prove anything about the quality of the car in the environment it was actually designed for?

I simply struggle to understand how someone working out of a garage, with a screwdriver and a pair of safety glasses, could be considered more authoritative than teams of specialized engineers employed by companies that have invested millions of dollars and conducted professional testing before committing to these products.

But perhaps others see something I'm missing.

Have a great day, everyone.