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"No conflict, no interest." Biotech focus, but easily distracted. @adrian_h and Shorty (the dog) Not investment advice.
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Enovix $ENVX has become a shameless stock promotion, with vile attacks on critics, made up claims about supposed customers, & material misrepresentation of news and other info.
In our opinion, Cohodes & Reyes are an utter disgrace, and enough is enough.
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This appears to be new.. $ENVX no longer intends to begin production of a standard cell sized for smartphones in 2023
shocked, shocked
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When are Cohodes and Reyes going to be doing their next $ENVX Spaces?
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In between threatening short sellers and journalists for doing their job, TJ Rodgers admits that the $ENVX “Army contract” for development and testing is for all of $600k, as we disclosed
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I’m going to host a spaces call tmrw 28/7 on $ENVX at 11:30 ET
It will be civil and focus on clarifying important facts & issues arising from ENVX Q2 call and TJ letter. I’ll offer some prepared remarks, then try to give everyone chance for questions and discussion. No insults.
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The only thing more transparently pathetic than a company launching a vacuous podcast to promote its stock is the company sending out a press release to announce the podcast. $ENVX
🚩🚩🚩
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Cohodes claims to
@IdeaBrunchEmail
@StockJabber
that he loved $ENVX "a year ago in single digits"
In fact, he "loved it" exactly a year ago at $22.00
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problem for $ENVX bagholders is mgmt now kinda sorta trying to be both honest on material matters & to put out cash inferno, which means they are aligned with short sellers to end the charade.
$ENVX AT BEST just another battery co. worth under 2x hoped-for sales, discounted
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Always a good sign when a company starts publicly attacking and threatening short sellers and.. journalists?! $ENVX
T.J. Rodgers Responds to Reporter Doing Enovix “Investigation”
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The "US Army contract" that $ENVX and promoters hyped up as a "design win" that could be "hundreds of millions of dollars" is really only part of a $500k R&D project to test out cells already announced last year.
look up the contract yourself:
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What? $ENVX is flaking on it's "production" guidance and totally writing off Fab-1? Say it ain't so, TJ
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Did anybody else notice that $ENVX just changed the cost to build one "Gen 2" line from "$50-$70 million" to $100 million?
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Remember what a once-great short seller once said.
$ENVX
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speaking of dumping $ENVX, can anyone explain 2022 losing strategy of Reyes Family Foundation, which bought $ENVX at $15.57 and $24, sold covered calls while promoting, then blew out whole position (in panic?) at $8.92?
does this inspire confidence? 🤯
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it's really great that this guy is the leading spokesperson for $ENVX, don't you think
@rajtalluri
@Betsy_Atkins
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According to $ENVX CEO, "our current product doesn't hit the 1000 cycles that they [phone OEMs] need, & doesn't hit the fast charge" -- so nobody will use what $ENVX hopes to make in 2024 in any phone
So wait for vaporware EX-2 which $ENVX only hope to start sampling in 2025
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Raj implies $ENVX will have NO SALES in ‘24, *hopes* for ‘25 based on sending 1st samples in April. Not designed into anything yet.
Anyone know how far ahead OEMs design & plan phones? How long it takes to test cycling?
PS. Nobody is risking a phone on single unproven supplier.
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$ENVX / YBS have NOT yet secured their $70m financing
Umm.. so $ENVX made a deal with YBS, but YBS does not actually have a loan for $70m yet (they "will obtain" one), no terms disclosed, and Enovix still in discussions about providing collateral?
Doesn't seem like "funding secured" quite yet, and I find headline misleading IMO
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Cohodes is now scared to say anything himself about $ENVX, and is reduced to retweeting drivel from the hair stylist.
Sad..
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Still waiting for a filing on that $ENVX / YBS $70m loan which has yet to close
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Since some $ENVX bulls aren't big readers, I'm going to share some bite-size highlights that shouldn't be missed..
Cohodes' & Reyes' repeated assertions that a former Enovix engineer was fired and "a money taking whore" making "false claims" are NOT TRUE
This is a problem.
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All Hail the Battery King! $ENVX
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Not only are Cohodes & Reyes still clueless as ever about $ENVX, but now they are carefully hedging all their ridiculous statements and are insufferably boring.
Not sure that's going to play well with everyone they've buried on it.
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That $ENVX Cowen report is not bad at all, but their assumptions about future gross margins and pricing are still wishful thinking.
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Umm.. so $ENVX made a deal with YBS, but YBS does not actually have a loan for $70m yet (they "will obtain" one), no terms disclosed, and Enovix still in discussions about providing collateral?
Doesn't seem like "funding secured" quite yet, and I find headline misleading IMO
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The thing about putting out research is you start getting a lot of incoming information.. that you’d never have expected
It seems like this week is not going well for $ENVX
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How the $ENVX MOU with One of The World's Largest Consumer Electronics Companies started vs. How it's going
🤔
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Is “the greatest tech CEO of all time” & pardoned ex-con Greg Reyes really this gullible and stupid, or is he starting to feel heat & trying to distance himself from whatever stupid grift his buddy HiddenPivots seems to have been up to? $ENVX
Cohodes sure has been quiet lately.
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Smart for RouteJade to get ready to dump their shares ASAP (and before Raj gets a chance)
$ENVX
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It is funny how quickly $ENVX self-discharged even before anyone set the record straight about some more things..
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It’s really nice of Raj to send such a clear signal that there is not going to be any material news coming from $ENVX anytime soon.
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I wonder what price Reyes is going to cry uncle and dump his $ENVX position this time around
speaking of dumping $ENVX, can anyone explain 2022 losing strategy of Reyes Family Foundation, which bought $ENVX at $15.57 and $24, sold covered calls while promoting, then blew out whole position (in panic?) at $8.92?
does this inspire confidence? 🤯
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@Adrian_H
Rodgers also disclosed that the former $ENVX Engineer who has been doxed and threatened by promoters had “left Enovix well regarded”, confirming that Cohodes and Reyes lied to try to discredit him and inhibit discussion
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Thank you to everyone who tuned in to our first civil, serious $ENVX spaces today
Please reach out if you have any questions or want clarification / documentation on anything discussed, or any suggestions for topics to cover in future Spaces
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The new $ENVX strategy is to buy stuff worth ~1X sales for 5X
Or maybe they realize the stock is overvalued..
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Putting aside the lack of customers and lack of a technically or economically competitive product, and in light of the $ENVX failure to hit its sandbagged Fab 1 goals, I still ask:
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“Your [sic] a con artist!”
“No, your a con artist!”
$ENVX
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The most interesting shorts are those where there’s at least a better than even shot that somebody is going to end up in prison.
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I wonder why Raj ignored this specific question on the call yesterday? $ENVX
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I predict that one day, maybe around this time next year, $ENVX is going do exactly the same thing with the factory in Malaysia
Those batteries are never going to make it into high-volume smartphones, so if that is the last best hope, NGMI
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@JrAbbate
@AlderLaneEggs
@joceyreyes209
It’s very interesting that none of the blowhard $ENVX promoters can refute a single statement or argument from a meticulously referenced 42 page report, and can only talk shit, call everyone mentally ill, and challenge them to “debate”
The debate is in the real world, not Spaces
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$ENVX doesn't even want to *talk* about the old "revenue funnel" anymore.. just pretend it never happened
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Remember it's always a good sign to announce a non-binding term sheet from a mysterious partner in Asia
I'm sure that deal closed shortly thereafter
$OSTK $ENVX
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to his credit,
@rajtalluri
plainly told everyone today that no large “customers” will be doing any meaningful deals for $ENVX batteries until there’s a functioning factory to be evaluated and qualified.
And they’ve written off Fab 1
So you can all quit fantasizing ‘til 2025
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wonder if there are any battery companies with a story like that
Surely an isolated case from the great democratization of investing boom
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I trust that you will all update your very precise DCF models.
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Remember, the Battery King told you $ENVX is going everywhere, and it’s going to $180
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Looks like the Battery King at Park West is continuing to dump $ENVX
Who's going to be left holding their bags?
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@taubamush
It’s also inconsistent with them being capable of hitting their earlier production ramp guidance for 2023 that they now seem to be walking back
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@John_Hempton
The transition has been documented thoroughly
Enovix $ENVX has become a shameless stock promotion, with vile attacks on critics, made up claims about supposed customers, & material misrepresentation of news and other info.
In our opinion, Cohodes & Reyes are an utter disgrace, and enough is enough.
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@Betsy_Atkins
as are Eclipse, of course, who have now concluded dumping all 17.6 $ENVX million shares they once owned
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at a market cap of only $40m, with a guarantee $ENVX will buy cells above cost, and $ENVX putting up collateral for the loan, YBS seems a much better way to benefit from $ENVX Fab 2 success.. plus you get a corrugated cardboard box factory for free
what am I missing
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@EnovixBatteries
How can you increase runtime by 35% for a product that is completely new (and not shipping for a year)? What are you measuring this against?
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@Robber_Baroness
@RJRCapital
@bloss_garrett
I find it super super weird that an anonymous permabear account would fall head-over-heels for this one "game changing battery technology" name
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Manny, we hardly knew ye
Last one out please turn off the lights
$ENVX
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Especially Greg Reyes, the allegedly greatest CEO in history and most honest living man, and Fleckenstein the math whiz.
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I’m on vacation and you fools are going to make me finish this $ENVX deck.. no rest for the wicked
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@taubamush
It's ridiculous and misleading. Besides the missing axis, the appropriate comparison would be to specific state-of-the-art cells (ie. the ATL cells with G14 anode material)
Come on,
@rajtalluri
... you're an engineer; you know better.
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@noMidwestHedgie
plus, the 3C fast charging $ENVX *promises* (for 2025) is getting to be table stakes..
there are high-end Chinese phones in 2023 already supporting charging that is more than twice as fast as that.. with 1600 cycles
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@MuppetTrading
they are actually working a little faster than that, because 40% of the cells have to be scrapped
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props for the disclosure, $ENVX, but hiring 3rd parties to make arms-length substacks (of drivel) to promote is not how legit companies typically do IR
🚩🚩🚩
also, did they pick him because his name is "TJ Roberts"?!
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@ThomasUBarton1
It’s also unacceptable to threaten people who disagree on twitter about a security or about clinical data, or about a how a stock is being promoted. Calling something distasteful or pointing out claims that are wrong or unjustified is not alleging fraud or criminality. $PLXP
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@TuvaorBst
Dude, you are showing data there from an experimental proof-of-concept EV cell using NMC chemistry that has nothing to do with the cell they’re claiming to be commercializing as watch battery
The cycle life of their current commercial cell is not good enough for an Apple Watch
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@wmthomson22
@PW714X
@RocketPenguin75
@fourier_f
Here’s a tip to spot those short term events in names like $ENVX: when you start seeing promoters and management threatening short sellers, and then you see enthusiastic reports published on zero-revenue companies whose stock has just doubled, that *might* be a sign to be careful
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was somebody saying something about cycle life? $ENVX
@Claytie4
@Robber_Baroness
@Adrian_H
@EnovixBatteries
point is the $ENVX battery is only 20% better by volumetric density, volumetric density isn't be be-all end-all, the battery $ENVX are selling has only half the energy capacity needed in a "big-battery" watch, and the inferior $ENVX cycle life makes it UNUSABLE for Apple watch
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Cohodes claims to
@IdeaBrunchEmail
@StockJabber
that he loved $ENVX "a year ago in single digits"
In fact, he "loved it" exactly a year ago at $22.00
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@replacegreen
@taubamush
3 bucks. That’s the one and only thing that Marc is right about. $ENVX
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It's been a month now since $ENVX signed that "manufacturing agreement" with YBS, the cardboard box kings of Malaysia, and still no announcement of the $70m loan actually closing.
What gives,
@rajtalluri
?
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@Claytie4
Because energy density is not as simple as the composition of the anode material, nor is “100% active silicon” somehow magically better. There are all sorts of complex tradeoffs between the anode, cathode, and separator and how they impact energy density, cycle life, and safety.
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@JrAbbate
@ParrotCapital
@AlderLaneEggs
@CCBauer
@joceyreyes209
@HiddenPivots
@binanceriskmgmt
I'll tell you what -- if Marc stops defaming me, apologizes, and corrects his statements about Rafi and apologizes to him, I'll happily come on the post-earnings $ENVX spaces for some civil discussion.
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@TiernanRayTech
@EnovixBatteries
Have you read any of the other research that has been published on $ENVX over the last few months?
Enovix $ENVX has become a shameless stock promotion, with vile attacks on critics, made up claims about supposed customers, & material misrepresentation of news and other info.
In our opinion, Cohodes & Reyes are an utter disgrace, and enough is enough.
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@Josh_Young_1
par for the course
Enovix $ENVX has become a shameless stock promotion, with vile attacks on critics, made up claims about supposed customers, & material misrepresentation of news and other info.
In our opinion, Cohodes & Reyes are an utter disgrace, and enough is enough.
93
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@joceyreyes209
I took Shorty to the dog park to play fetch with a squeaky ball, like a normal person not suffering a paranoid-delusional violence fetish.
She’ll sleep under my desk rest of the day while I work the phone talking to Asian manufacturers and reading up on Li-ion cell testing $ENVX
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