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@spenbaker "This is what the latest SA article said wrt $envx acquiring Elentec: A prime acquisition candidate for Enovix could be Elentec in my opinion. Both companies already have an existing relationship through an MOU signed in June 2024 allowing Enovix to utilize Elentecs battery pack design and high-volume manufacturing. I believe such an acquisition is financially viable since Elentec has a market cap of KRW XXXXX billion equivalent to $XXXXX million at KRW X = $XXXXXXX less than the $XXXXX million Enovix raised. Moreover Elentec fits the EBITDA accretive within XX months requirement since it"
X Link @spenbaker 2025-10-13T08:46Z XXX followers, XXX engagements

"$envx Raj on XX July: 1000 cycles takes multiple months to test because when they put a new supply battery in they go through the full cycle life test. We have weekly meetings with them to see how the tests are going and we expect the test to be completed in three months time. If everything goes well we should be getting orders from them to get this to mass production. So the customer should complete their tests by the end of this month. ER will be a few days later"
X Link @spenbaker 2025-10-09T10:37Z XXX followers, 2136 engagements

"@MotherCabriniNY No. $envx has from now until XX November to report and i am saying they might be as late as that date"
X Link @spenbaker 2025-10-10T18:32Z XXX followers, XXX engagements

"@stefanpu13 Agreed. But $envx has a history of acquiring Korean companies/assets (RJ SolarEdge). Acquiring Elentec with its existing customer base would provide immediate revenue and cross-selling opportunities. And it would pretty much guarantee Samsung becoming a customer"
X Link @spenbaker 2025-10-13T09:31Z XXX followers, XXX engagements

"$envx Yesterday Raj doubled down on the plan for Enovix to enter the smartphone market this year. He still hopes to get some of our customers to launch a product in a later part of this year. They continue to meet up with the X lead smartphone customers every week. Enovix has standard T&Cs for a purchase order on their website. It seems that the terms including pricing with the lead customer are already agreed. Clearly Raj is not allowing time for negotiations. After testing is completed we have barely X months to get the batteries manufactured and shipped and assembled inside the phone. Raj"
X Link @spenbaker 2025-10-10T09:29Z XXX followers, 2569 engagements

"@charlesland123 Even if that happens wrt the Chinese market these Chinese OEMs are global so will still use $envx products for other markets around the world"
X Link @spenbaker 2025-10-10T12:57Z XXX followers, XXX engagements

"$envx Apple Watch Series XX has a new battery that sounds a bit like AI-1. The batteries have increased in capacity by X% and XX% and have a life cycle of over 1000"
X Link @spenbaker 2025-10-06T08:05Z XXX followers, 2233 engagements

"$envx Grok agrees: An Enovix acquisition of Elentec is highly sensible strategically and financially viable building on their proven MOU to unlock high-volume OEM access (e.g. Samsung) vertical integration and Asia expansion. With Enovix's cash war chest and Elentec's EBITDA positivity it could catalyze revenue growth amid AI/smart device booms. Recent analyst speculation (e.g. Seeking Alpha October 2025) and X buzz position this as a "transformative" move though execution will be key. If pursued expect announcements post-Fab2 ramp in late 2025"
X Link @spenbaker 2025-10-13T10:47Z XXX followers, XXX engagements

"$envx iPhone Air review: Apples pursuit of absolute thinness Headline says it all: . cuts to camera and battery may be too hard to ignore for most"
X Link @spenbaker 2025-10-15T07:06Z XXX followers, 1449 engagements

"$envx Enovixs fair value set at $XXXXX. Its sp of $XX is therefore very undervalued"
X Link @spenbaker 2025-10-14T09:59Z XXX followers, 1258 engagements

"$envx Raj just confirmed on the Bloomberg podcast that testing should be completed this month with product launching later this year. His words towards the end of the podcast: .most important milestone people are looking for from us is our customers are now testing our batteries. They'd like to see the results of the testing and when we actually will have a battery out in the market that people can use. And I think that testing is ongoing now. And like I said it takes some time but we hope to have something out those tests to be completed in October timeframe and get some of our customers to"
X Link @spenbaker 2025-10-10T07:48Z XXX followers, 2798 engagements

"@eenLien .the super interesting $envx story"
X Link @spenbaker 2025-10-14T14:09Z XXX followers, XXX engagements

"$envx Xiaomi hasnt yet announced global release plans but a European launch for at least some of the models is likely in the spring potentially around the MWC trade show in late February when it may also reveal an even more powerful Xiaomi XX Ultra"
X Link @spenbaker 2025-09-28T10:13Z XXX followers, 1421 engagements

"Awesome graphic of robotics ecosystem featuring $envx"
X Link @spenbaker 2025-10-14T09:15Z XXX followers, 2653 engagements

"$envx is stacked with top-notch people especially Samira"
X Link @spenbaker 2025-10-11T07:44Z XXX followers, 1346 engagements

"$envx Not a bad read for a SA article. Conclusion is set out below. Enovix is approaching the moment of truth this quarter. The companys qualification of its AI-1 battery with its lead smartphone OEM could transition it from a pre-revenue speculative investment to a commercial battery manufacturer if testing is successful. As is positive test results this month could be a crucial validation of the companys technology and potentially improve its chances of securing purchase orders from its second smartphone OEM and its X smart glasses customers all of whom are testing its battery. Moreover the"
X Link @spenbaker 2025-10-12T09:29Z XXX followers, 2259 engagements

"$envx Interesting comment by a battery professional to the post by JD DiGiacomandrea"
X Link @spenbaker 2025-10-14T11:04Z XXX followers, 3070 engagements

"$envx Extract from Enovixs improved website (which is worth fully exploring): Silicon has long been heralded as the next important anode material. Silicon anodes can theoretically store more than twice as much lithium than the graphite anode that is used in nearly all Li-ion batteries today (1800mAh/cm3 vs. 800mAh/cm3). Silicons high energy density however creates four significant technical problems that Enovix has solved: 1) First Charge Expansion Enovix cells have a stainless-steel constraint system surrounding the cell that limits the battery from swelling. We also reorient the electrodes"
X Link @spenbaker 2025-09-26T11:40Z XXX followers, 2487 engagements

"$envx acquiring Elentec makes sense. Elentec's primary customers include major electronics manufacturers like Samsung Apple Dell LG and HP who purchase battery packs and other components for their mobile phones notebooks and other products. Elentec is headquartered in Korea and also has branches in Malaysia India and China. Envx already has an MOU with Elentec signed in June last year. The purposes of that agreement was to fast-track and utilize Elentec's battery pack design and HVM capabilities and to gain a credible pathway to incorporate its cells into products from the likes of Samsung."
X Link @spenbaker 2025-10-13T07:55Z XXX followers, 1592 engagements

"The bit about the lead smartphone customer is worth reading: Enovixs inflection point is here. In early July the company announced that it shipped its flagship AI-1 battery to its lead smartphone OEM customer for qualification in what should be the worlds first XXX% silicon-anode battery smartphone launch. This crucial qualification process is approaching its end. In the Q2 earnings call management stated that the final testing is expected to conclude in X months suggesting that it should conclude in October. This target was further affirmed by CEO Raj Talluri in a recent Bloomberg"
X Link @spenbaker 2025-10-12T09:37Z XXX followers, XXX engagements

"$envx One of the reasons I am bullish is that the TAM is almost limitless. Basically everything that needs a battery. And that is ever increasing with the rise of AI and robotics. Although the hardest markets to crack are smartphones and EVs Im confident Envx will take some market share in both of those. A lot of people are fretting over the first PO for smartphones. Even if they fail to secure such an order they will undoubtedly secure orders for some or all of the following: Industrial handheld devices Smart glasses XR headsets Ear buds such as AirPods Drones Other military equipment IoT"
X Link @spenbaker 2025-10-07T13:56Z XXX followers, 3211 engagements

"$envx The sp was up over XX% yesterday. Mainly because Enovix closed a $360M convertible notes offering. This secured net funds of $290M. Thats on top of the warrant proceeds of $232M They have now about $720M in cash This massively strengthens the company's balance sheet (possibly a precondition for a PO) and provides funding for accelerating growth acquiring another company and scaling production Closing the offering plus the additional $60M within one week suggests that institutions know POs are imminent. They bought up the maximum amount of notes on offer. Bearing in mind that the 4.75%"
X Link @spenbaker 2025-09-16T08:13Z XXX followers, 3058 engagements

"@spnakr007 @EnovixBatteries @Google @Samsung Nice find. Congratulations to $envx for landing among the X Next Big Things in Computing Chips and Foundational Tech in 2025 for its silicon anode lithium-ion batteries built for the AI era"
X Link @spenbaker 2025-10-15T06:28Z XXX followers, XXX engagements

"@KirkSpano Stick to stocks especially $envx & $rklb"
X Link @spenbaker 2025-10-13T06:23Z XXX followers, XXX engagements