High-tech R/E developer. AI will transform the world, enabled by data centers and power generation. $AAPL 2010 $TSLA 2013. $EOSE 2023. $ENVX 2023. $IREN 2024.
@jeppe_skov_
Here’s the elevator pitch, so to speak. There is a lot of analysis out there, but EOS recently bagged a strategic investment, a DOE loan guarantee and commissioned a new high-volume manufacturing line. So things are changing fast and people are updating their thesis.
The Twitter
@0xgaut
@tanathanwriter
I have no problem tapping Custom, $0.00. Coffee shop employees are not subject to reduced minimum wage and do not survive on tips. A tip is a gratuity.
@CompletedStreet
European cities in general is far more socially healthy than the best American city. Urban planning in the US has been going down the wrong path for decades.
@TheAlphaThought
Capitalism. Tips are not required - that’s why they call them a gratuity.
In MA the server wage is $6.75/hr. But if, at the end of the shift, tip income doesn’t bring the hourly wage to $15 for the shift, employers must raise their rate to make shift income equal to $15/hour.
@alx
@elonmusk
@teslaownersSV
Agree. There are plenty of instances where I do not want an account to have access to my posts. Muting only works in one direction.
@WalshFreedom
@TuckerCarlson
Frankly, I’d like to see him interview both Putin and Zelensky.
This conflict has roots much deeper in history than many people understand. NATO expansion was just the catalyst and the excuse.
The real reasons go back as far as the conflicts between the Polish-Lithuanian
$TSLA overflow lot. drove by here by chance on my way to the biking trails. has about 400 cars in it because there's no room for them in the lot about 7 miles from here. this is a small Tesla store in a suburb of Boston...
@EdKrassen
@imjdsharp
Of course they did. Because what Tucker told the public on TV is not what he believes in private. He’s a hype master, a ratings prostitute and a hypocrite.
@RobertKennedyJr
It is just horrific how much our government (and the media, and corporations) literally lie to us. Every message comes with a spin. Many are just outright lies. And we all cry in unison about enacting laws. Yet, the laws are already on the books. They just need to be enforced.
@KaltsasN
@isource_news
It wasn’t laundered. All that money is literally paid legally. From vaccine royalties, to speaking engagements, to research contracts. It’s all legal. Which makes it even more of a problem. The FDA and the NIH are owned by pharma and Food, Inc.
$EOSE So, as we discussed on Zero’s space last night, I did a follow-up call with Mike Gravely from CEC this afternoon while you guys were talking about the closing price )). I can sum up the convo with the GIF below. 🤯
Here’s a bit more color. Mike and I chatted for a little
@DillonLoomis22
Healthcare in the US is not only a disgrace it’s a scam. It’s absolutely disgusting that Congress allows this to continue. We are owned by insurance and pharma. This needs to stop.
@x_times_1
For the record, Bryn, as a participant in that call, I would like to say the following.
First, I find it hard to believe that someone who likes to talk about their own integrity, would violate the confidence that management afforded us when having these calls with us. We all
@PeterHotez
@JHUPress
@JohnsHopkins
Your can’t be credible unless you are willing to debates it’s contents. If you are afraid to debate and defend you are not a scientist. Just another mouthpiece for the pharmaceutical industry.
@elonmusk
@EvaFoxU
@KanekoaTheGreat
The strangest thing for me is hearing that a pro-Russian leader in Ukraine was elected, yet pro-Western leaders in Ukraine were all “installed” by the US. It is no secret that the US supports a European-leaning Ukraine just as it is no secret that Russia supports a pro-Russian
@sillyworldI3
@azprime2
@WallStreetSilv
OK. So, I’m going to steal your car tonight. Have it washed, waxed, tune-up and replace those worn out brake pads. I get to use your car free for 6 months as long as I pay for gas and reimburse you for insurance. Right?
$EOSE It’s OK to be wrong. It’s not OK to stay wrong. The gamma squeeze didn’t happen. The options squeeze didn’t happen. The stock didn’t re-rate overnight. Did you really expect any of those things to happen?
What did happen? The DOE vetted the technical viability and the
$EOSE The recent change in the language Joe uses around the DOE conditional commitment (i.e. “… option to proceed”) was first used when the deal with Cerberus was announced several weeks back.
I think it is clear from the most recent statement in the 14A that Cerberus is
$EOSE There’s been a lot of discussion on Twitter over the past 2 days, about why EOS is not “communicating” more - especially in the context of efforts to defend the stock price. I’d like to share my thoughts with the EOS fam on this issue.
I have spent a great deal of time
$EOSE The elevator pitch, somewhat refined, and hopefully without typos this time 👇
"EOS is an industrial company specializing in battery storage technology, for storing the energy generated from renewable sources such as solar and wind farms. The renewable energy sector is
@JukNatu
@0xgaut
@tanathanwriter
If I like their coffee I’m going to buy it. But I won’t be told that tipping is mandatory. And for those that do tip, here’s an easy way to check if this is really a tip. If sales tax is applied to the total amount (including what you left as a tip) then your “tip” is actually a
@LayahHeilpern
I lived outside the US for a long time. Food in this country is garbage. It’s filled with chemical preservatives. Farm to table is mostly a marketing ploy. So hard to find fresh food. People don’t realize how important this topic is.
@ReidoFinancial
@JordanSolace
I think emotion has overrun judgement and the narrative is completely out of control.
The macro is beating the shxt out of small caps and there is no company news to pump the stock back up. At least not for now. I’ve discussed this in many posts over the past few weeks.
All
$EOSE Going over my notes from yesterday’s flurry of calls, and listening to the earnings call again this morning. But I decided to take a break from that. Not because there is nothing to listen to - there is, in fact, a lot to listen to from the call. And over the next few weeks
@ChuckCallesto
This was literally on CNN live on Jan 6. I watched it myself. It was also AFTER all of those people stormed the capitol. Context is important. I hate CNN but they have good live coverage.
$EOSE Awesome call. Full of positivity and many interesting bits of information to ponder and analyze.
One thing I think we can put to rest is the DOE loan. Meaning, they are working on it. Joe made it abundantly clear that the capital structure of the company has undergone a
$EOSE Lot’s of talk and DM’s this morning regarding the Pinegate news, seemingly mixed in with disappointment - about what, I don’t know. As expected, the MOU was expanded to 500MWh and the agreement formalized into an MSA. I don’t see anything wrong with this news. In fact,
@Zerosumgame33
What actually is mind-blowing, is that you haven’t sold out of a stock you do not (no longer) believe in.
Why would you stick around? Just for the pleasure of trolling everyone that does believe in the future of EOS?
Honestly, this, to me, is far more non-sensical and amazing.
@elonmusk
All you had to do was follow the law ))
This would have been a done deal if it was formalized properly.
It’s called the rule of law. And it protects all shareholders of public companies.
It’s not rocket science.
@elonmusk
He dropped it because Article I, Section 2, of the Constitution mandates an "actual Enumeration" of the population every ten years for the purpose of apportioning seats in the House of Representatives. It simply states that the enumeration should include the "whole number of
$EOSE 🔋 Pittsburgh Part I 🔋
Met with Michael Henderson this morning, Senior Director for Business Development at Pittsburgh Regional Alliance - which is a privately development authority chartered by the state, and funded for the most part from the business community (~90%)
$EOSE Post of the year! 💥 Getting ready for Line 1 is the second most important thing that can happen.
The first being Line 1 itself 💪
So excited for this progress!
The future is bright 💡 And getting brighter every day 💡💡
Here she comes…downstairs with the team decommissioning the Gen2.3 manufacturing line to prepare the future home of the SoTA manufacturing line from ACRO…better never stops.
@theficouple
Define expenses. They clearly own their home. But there is no way that number includes property taxes, health, auto and property insurance.
Show the math.
$EOSE Time to spend some time with family and friends, and enjoy all that we’ve accomplished this year.
To everyone out there in the EOS FinTwit - it’s an amazing group of people, with a broad spectrum of knowledge and experience. In life, business, investing and even a little
@unusual_whales
In order maintain his newfound billionaire status he needs to exit this position without crashing the stock.
Buying is easy. Selling is hard.
@KevinMelnuk
@Tesla
He didn’t say shit. Major disappointment.
This is our reward for awarding him
the biggest pay package in history?
Absolute disgrace.
Elon’s head is not in the game. He’s consumed with politics and personal vengeances.
Adam Jonas - the MorganStanley analyst who covers $TSLA - values Tesla Energy today at $36/share. $130 billion dollars.
Just wait until
@MorganStanley
finds out what’s happening with $EOSE.
$EOSE DOE: "Critically, Eos batteries are non-flammable and do not require active cooling to operate. The batteries can achieve 100% depth of discharge, do not degrade based on age, and are rated for 6,000 charge/discharge cycles (~20 years of use) before degradation."
That's
@keeganm5858
@x_times_1
@Zerosumgame33
I invest in both companies. I can confirm that these two are manipulators. They trade options.
Every single post they make is aimed at moving sentiment in the direction of their trade.
Bookmark it.
$EOSE This note says it all: near-term funding issues resolved; scaling rapidly; zinc batteries will be a viable alternative to Li-ion. PT raised to $17. Nothing more needs to be said right now. Awesome news!
$EOSE All in all, I would say these numbers look good. Cash position looks good, and burn is less than I projected. So, if DOE closes in 2Q we should be safe.
Commercial outlook feels very bullish. In fact, I wouldn’t be surprised if customer deposits start coming in faster than
$EOSE If you're disappointed in the stock price movement since the DOE announcement, I encourage you to consider this.
In order for the stock price to re-rate as a result of the DOE catalyst, we need clarity on the structure of the agreement, the close date and conditions, and
$EOSE Here are my brief notes on the Turtle Creek meeting from last night.
After being specifically noted by the Borough Secretary (Julie was on vacation) as the “guy from Boston who came down here again” 😂 I introduced myself to Chad and Tina before their brief presentation to
$EOSE With a major investment deal secured, the DOE loan closing soon, and SotA 1 in commercial operation, Joe and Co. have significantly reduced investor risk. EOS is now well-positioned to win the market with its unique, field-tested product.
With financial concerns largely
$ENVX Finally listed to Raj's presentation at the Canaccord growth conference the other day. Nicely done! Worth listening to
A few things struck me in particular, even if familiar to those in the name longer than me.
First, regarding the shelf
$EOSE fam! I think Mr.
@KroekerNathan
deserves a big old pat on the back today.
This was cleary his deal and he saw it through. Sometimes in the face of undeserved and vile toxicity.
Congrats Nathan!
Congratulations to the hardworking team at
@PoweredByEos
… today is an important moment in the company’s history. Partnering with
@CerberusCapital
gives us the ability to scale into a rapidly growing long duration energy storage opportunity. This ad is from 1941 and these words
@garyblack00
Point 1 is a “negative” only to the extent that Tesla does not reach it’s 1.8mm goal for 2023, which would keep them on track for 50% growth. Elon said they were on track and it’s printed in the deck, also.
Point 3 is a negative only to the extent that interest rates keep
@redwood_ryan_a
1031 should be repealed. It is one of the reasons there is a housing shortage.
Why should real estate be allowed a 1031? Why not other investments? Equities?
Where’s the logic here?
@Zerosumgame33
Has earnings been announced? What’s the date?
Re: loan announcement. Here’s my take. If the market gets fed up, it will be from the retail side. Institutional investors know that governments put more emphasis on procedure than they do on results, and that, consequently, they
@JesseLeeDow1
@MacroAlf
Same around here. Existing inventory is extremely tight. So if you want a house, it’s either buy new at 3,500 sqf+ for $1mm and up - that’s all they’re building around here - or pay through the nose for existing. No one is giving up their ~3% mortgage for 6.7% unless you make it
@PeterHotez
Yes, it’s absolutely accurate. You refuse to publicly debate your position. You want only to have the opportunity to lecture without being questioned. Refusing to defend your position indicates that it is weak, or wrong.
@elonmusk
$EOSE I’m out boys and girls. Have fun talking about interest rate payments 😉 But don’t forget why we’re really here 👉 project AMAZE, and the opportunities that it will bring us beyond.
Happy Independence Day 🇺🇸 Enjoy your time with family and friends. And don’t forget, things
$EOSE The Board of Directors at EOS Energy is a formidable group of accomplished individuals who bring a wealth of expertise and experience to the company. Their collective achievements and accomplishments underline the strength of the board.
As a group, the EOS Energy Board of
$EOSE Fantastic call IMO!
This is definitely a long-term investment. And there is nothing wrong with that - that is precisely where I have been successful. Making long-term investments.
The opportunity facing this company is incredible - and it gets better every day. There are
@chamath
Regardless of whether or not you believe the lab leak theory (I do believe that was the case, just for the record) the outbreak of COVID and the number of people dying from it (my father died from COVID) was astronomical.
A response was necessary. We got two versions of that.
@elonmusk
@DavidSacks
Absolutely. Crimea is off the table. It’s existential from the Russian POV and trying to retake Crimea could spark WWIII. Time to negotiate peace.
$EOSE Moorpark, CA City Council rejects 600MW/2400MWh BESS - saying it has to be located INDOORS.
Warehouse-style indoor BESS is at our doorstep.
@mc_bee4
$EOSE What an amazing community of people we have here. People that understand how to evaluate a great opportunity and engage with people for success. The CEO joined us today to share a few insights and show the retail investment community that he is listening. Let’s respond with
$EOSE 👉 Listen. To. This. Interview. 👈
I haven't been this pumped since the last time I spoke with
@JoeMastrangelo8
. This interview just drove home for me why he is so bullish and excited about EOS's prospects.
> Cost of Li-ion systems beyond ±6 hours is linear
> At 6-10
$EOSE Thanks to EOS leadership for navigating this ship in rough seas and staying the course. This is an amazing accomplishment for you and everyone that has worked so hard to bring the company to where it is today!
Now the hard work begins! 😉
@JoeMastrangelo8
@KroekerNathan
$EOSE Had an interesting convo with Fidelity security just now. My account was blocked last night by Fidelity. Apparently because they’ve been trying to reach me regarding my involvement with Russia and a project called Skolkovo that is now sanctioned by the USG.
That got
$EOSE Tomorrow is the annual stockholders meeting, as you well know. How you vote is important, and I want to share with everyone my thoughts.
The single most important item on the ballot this year is the amendment to increase authorized shares of common stock by 300mm.
Why is
$EOSE
Did anyone else think that was an outstanding EC? I sure did. Not just because of the 30-day-ish window on the DOE process. Because working with the government, unfortunately, will always be associated with unforeseen and unpredictable delays of one sort or another.
This
@ianbremmer
Well, if the audience doesn’t want to hear about the history of the problem, they shouldn’t be so concerned about it.
One of the problems in America right now is, opinion is formed based on sound bites and 30-second news clips.
I lived in Russia for 22 years. Context matters to
@DivesTech
Dan - what are you talking about? I love your bullish tech talk and I almost always agree with your takes.
But not this one.
Autonomy depends on FSD and it’s not solved. There is no Cybercab without
FSD and we all know where that stands.
I like the Robovam idea - could be