Investor Takeaway
Look, there is some unavoidable bias that comes with a presentation of facts and opinions by a companys CEO and a leading investor. I think thats
plain to see. However, looking past this bias, I believe its also clear to see that Solid Power presents a very compelling investment story with a strong commercialization plan and a clear prioritization of compatibility that demonstrates a
deep understanding of the industry. Just because a technology is disruptive, doesnt mean it has to completely disrupt a companys operations in order to be implemented.
Ive talked about this a bit more with my community over at The EV Supply Chain, but the value proposition that DCRC offers with Solid Power,
especially at its current price, is hard to beat. While SPACs tend to breed volatility in the phases leading up to the official business combination and weeks after, the current price of DCRC below the $10 strike price offers risk only in the form
of, potentially, wasted asset allocation. For the next few weeks, I would expect the price of DCRC to remain relatively flat as investors weigh the pros and cons of potentially jumping on board a roller-coaster. I would also expect some of the
standard post-merger volatility of SPACs. Regardless of if youd like to wait for the merger to be official to try and avoid any of this potential volatility, keep Solid Power on your radar.
If you enjoyed this interview and the accompanying analysis, consider a risk-free, two-week free trial
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products from now until 2025.
Important Information and Where to Find It
In connection with the proposed business combination, Decarbonization Plus Acquisition Corporation III (DCRC) will file a registration statement on
Form S-4 (the Registration Statement) with the Securities and Exchange Commission (the SEC). The Registration Statement will include a proxy statement/prospectus of DCRC. Additionally,
DCRC will file other relevant materials with the SEC in connection with the business combination. Copies may be obtained free of charge at the SECs web site at www.sec.gov. Security holders of DCRC are urged to read the proxy
statement/prospectus and the other relevant materials when they become available before making any voting decision with respect to the proposed business combination because they will contain important information about the business combination and
the parties to the business combination. The information contained on, or that may be accessed through, the websites referenced herein is not incorporated by reference into, and is not a part of, this filing.
Participants in the Solicitation
DCRC and its directors
and officers may be deemed participants in the solicitation of proxies of DCRCs stockholders in connection with the proposed business combination. Security holders may obtain more detailed information regarding the names, affiliations and
interests of certain of DCRCs executive officers and directors in the solicitation by reading DCRCs final prospectus for its initial public offering filed with the SEC on March 25, 2021, and the proxy statement/prospectus and other
relevant materials filed with the SEC in connection with the business combination when they become available. Information concerning the interests of DCRCs participants in the solicitation, which may, in some cases, be different than those of
their stockholders generally, will be set forth in the proxy statement/prospectus relating to the business combination when it becomes available.