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@7MileCapital "$EOSE Someone wants some shares in the overnight sess. Not that it means much but 24k shares is far more than average that gets traded over night. Most of the time its nothing or a few hundred"
@7MileCapital Avatar @7MileCapital on X 2025-07-18 06:23:02 UTC 1067 followers, 1912 engagements

"$EOSE So what are Eos long term objectives X lines Second Factory Hyper scale 8GWh + Like others have said. This wasn't just a cut and dry cap raise. Strategic move. Cleans the balance sheet Lowers cost of Cap $100's of millions in future debt savings +$139m Cash"
@7MileCapital Avatar @7MileCapital on X 2025-06-16 12:22:42 UTC 1069 followers, 2004 engagements

"What if I told you $EOSE is actually a play on AI Data centres National security Defense and Energy"
@7MileCapital Avatar @7MileCapital on X 2025-07-22 06:38:01 UTC 1068 followers, 6391 engagements

"$EOSE v $RKLB Two very very similar structures. One played out. Could Eos follow a similar trajectory Both traded in multi year ranges and exhibited very similar action. RKLB had a big multi week breakout on increasing volume on the weekly leading to a big run in the price for Rocket Lab. successful launches financial strength and strong guidance were the catalysts needed. Set up is very similar for EOS. Waiting for a catalyst/trigger with significant volume. There are a number of possible catalyst that the market is waiting on. The key being a large hyper scaler Data Center utility order."
@7MileCapital Avatar @7MileCapital on X 2025-07-22 06:18:09 UTC 1067 followers, 7381 engagements

"$EOSE Project Amaze guidance X lines 2027 8GWh capacity XX% utilisation 7.2GWh production $260KWh $1.87B Revenue EBITDA Margin XX% $561m 20x multiple EV $11.22B $500m net debt Equity Value $10.72B 550m Fully Diluted shares $XXXX share price. This is what I expect the market to price in XX months time. Lines 3/4 to be ordered together early next year. But for simplicity this is my XX month target"
@7MileCapital Avatar @7MileCapital on X 2025-07-17 05:23:59 UTC 1070 followers, 5915 engagements

"$EOSE Couple of interesting comments from the $TSLA call regarding storage Quite clear the direction of storage in the short term Bullish for EOS"
@7MileCapital Avatar @7MileCapital on X 2025-07-24 04:02:19 UTC 1070 followers, 9588 engagements

"@Tartan31 May be a misunderstanding. Ive always assumed cogs at XXX ish which includes the benefit of the credit"
@7MileCapital Avatar @7MileCapital on X 2025-07-12 22:01:54 UTC 1064 followers, XX engagements

"$EOSE $NEE transcript extract. Summarises the current state We see this every day from our customers who aren't just saying they need power they're signing contracts with us to build energy infrastructure because we can do it quickly and at a low cost. Again the need for more electricity is real. We must do more than just plan for what's on our doorstep. We must act. As I've said many times we're going to need all forms of energy to meet this moment. New gas and nuclear are on the way and will be critical to meeting demand over the long term. Renewables and storage can bridge the gap and will"
@7MileCapital Avatar @7MileCapital on X 2025-07-24 05:09:44 UTC 1070 followers, XXX engagements

"@CashCompounding @muddywatersre Go long $Eose. Hes almost certainly short out of spite"
@7MileCapital Avatar @7MileCapital on X 2025-07-23 00:25:23 UTC 1067 followers, XXX engagements

"This is my COGS calculation. Reverse Calc launch COGS based being Contribution margin positive around Q4/Q1. This was Joes comment from the Q4 call in March If you look at the orders that we're booking now with the cost that we have now we're actually contribution margin positive when you think about the backlog that we're adding to the order book So I assumed an ASP of $255KWh based on the back log they were adding around that time. Also assumed a XX% discount to the 45x credits We know CM margin positive is ASP minus direct material and direct labour with the benefit of the credit. This"
@7MileCapital Avatar @7MileCapital on X 2025-07-12 22:28:42 UTC 1064 followers, XX engagements

"$EOSE Biggest thing I want to see is the reaffirmation of their 2025 guidance of $150-190mm"
@7MileCapital Avatar @7MileCapital on X 2025-05-06 09:20:43 UTC 1070 followers, 2553 engagements

"$EOSE $NEE earnings call tomorrow morning 9am. Will be an interesting call to listen to post BBB"
@7MileCapital Avatar @7MileCapital on X 2025-07-22 10:15:02 UTC 1067 followers, 1906 engagements

"$EOSE No way Eos isnt going to be involved in this in same way. Wee bonus Eos cameo in there too"
@7MileCapital Avatar @7MileCapital on X 2025-07-13 13:08:54 UTC 1063 followers, 2748 engagements

"The macro picture is what is fundamentally driving my $EOSE investment. Its the narrative from $NEE $TSLA $GOOG $AMZN $META and all of the energy/ AI and data centre talk. The US needs to win the AI race. Energy has everything to do with that. There is a very clear narrative forming that energy storage is going to play a critical role in the AI and data centre narrative. Over the last X months there has been a very noticeable change in commentary around energy storage companies seeing increased demand from data centres and AI users. Clear leading indicator at what is coming down the pipe"
@7MileCapital Avatar @7MileCapital on X 2025-07-26 02:14:50 UTC 1070 followers, XXX engagements