[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @FreemyerGreg 🔋Greg🔋💎🤲 🔋Greg🔋💎🤲 posts on X about $eose, avg, south korea, eos the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1396742700523786240/interactions)  - X Week XXXXXX +0.80% - X Month XXXXXXX +59% - X Months XXXXXXX +70% - X Year XXXXXXXXX +163% ### Mentions: XX [#](/creator/twitter::1396742700523786240/posts_active)  - X Week XXX -XXXX% - X Month XXX +88% - X Months XXXXX +65% - X Year XXXXX +73% ### Followers: XXXXX [#](/creator/twitter::1396742700523786240/followers)  - X Week XXXXX +2.60% - X Month XXXXX +17% - X Months XXXXX +56% - X Year XXXXX +103% ### CreatorRank: XXXXXXX [#](/creator/twitter::1396742700523786240/influencer_rank)  ### Social Influence [#](/creator/twitter::1396742700523786240/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [automotive brands](/list/automotive-brands) XXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [$eose](/topic/$eose) #8, [avg](/topic/avg) #80, [south korea](/topic/south-korea) 1.66%, [eos](/topic/eos) 1.66%, [$150mm](/topic/$150mm) 1.66%, [balance sheet](/topic/balance-sheet) 1.66%, [$200kwh](/topic/$200kwh) #1, [$225kwh](/topic/$225kwh) #1, [$270kwh](/topic/$270kwh) #1, [$25mm](/topic/$25mm) XXX% **Top accounts mentioned or mentioned by** [@goodwillimp](/creator/undefined) [@xtimes1](/creator/undefined) [@mymorristribe](/creator/undefined) [@bertgilfoyle](/creator/undefined) [@vicarvik](/creator/undefined) [@joshtradeoption](/creator/undefined) [@propstaustin](/creator/undefined) [@jordansolace](/creator/undefined) [@rogtallbloke](/creator/undefined) [@badgernewman](/creator/undefined) [@asymmetry292](/creator/undefined) [@cluster_6](/creator/undefined) [@seriously211](/creator/undefined) [@grassmanwilliam](/creator/undefined) [@tulipcritique](/creator/undefined) [@thehipskipple](/creator/undefined) [@freebirdsteven](/creator/undefined) [@7milecapital](/creator/undefined) [@bert_gilfoyle](/creator/undefined) [@kroekernathan](/creator/undefined) **Top assets mentioned** [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Tesla, Inc. (TSLA)](/topic/tesla) [PTC Inc (PTC)](/topic/$ptc) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) ### Top Social Posts [#](/creator/twitter::1396742700523786240/posts) --- Top posts by engagements in the last XX hours "@x_times_1 @bert_gilfoyle @seriously211 @KroekerNathan Any reference pre April 2023 is irrelevant. That's when the new community benefits guideline was published. Many here thought that guideline delayed the conditional approval of the loan at least X months as $eose put together its community benefits package together"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946954947091738802) 2025-07-20 15:26:46 UTC 1032 followers, XXX engagements "@mymorristribe @esteinberg24 I think the deal to sell PTC credits is in place. I'd be surprised if Q2 earned credits aren't already sold. If you're bullish like me PTC for Q2 should be 3x PTC for Q1 PTC for Q1 was $1.8mm so about $5.4mm for Q2"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949267119889330416) 2025-07-27 00:34:31 UTC 1042 followers, XXX engagements "What's the interest rate on the revolver Would it makes sense for $eose to quit selling their 45X credit at a discount"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949498460383617489) 2025-07-27 15:53:47 UTC 1042 followers, XXX engagements "@Vincent75364549 @RogTallbloke I don't think it is Q2 specifically. Just look at the 2024 earnings for $eose. The rear view mirror scene is beyond tragic. I've got my eyes locked on the view out the windshield"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948736246135631907) 2025-07-25 13:25:01 UTC 1041 followers, XXX engagements "$eose Remember during the Q1 call Joe defined scale as Line X running at X GWh/yr run rate. That is a $250mm/year run rate or a $62.50mm/quarter run rate. === I for one think we are either at that rate now or we will be by the end of Q3. === That puts us into the operational area where $eose labor is XXX% of launch COGS. And mfg. Overhead is XXX% of launch COGS. And Direct Material is XXXX% of launch COGS. Thus we are either at or near the point that: direct material + labor + mfg overhead == XXXX% of launch COGS. I think that makes $eose a profit on every battery even without the 45X credit"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948150032961565035) 2025-07-23 22:35:37 UTC 1040 followers, 5518 engagements "$eose My best guess ==== Q2 was the inflection point per my calculations: First $eose embeds line commissioning and ramp costs in COGS. I don't know what normal is but it drastically distorts the P&L. The below isn't a P&L discussion. It uses COGS as described in the below slide: Q1 COGS: $270/KWh - 45X $225/KWh Avg selling price $200/KWh Q2 COGS at exit: $XX lower due to 3x volume increase alone spreading out manufacturing overhead. Reduced labor costs not hitting until Q3. $175/KWh Average selling price close to $250/KWh - $75/KWh gross profit (again not reflected on P&L) Q3 COGS at exit:"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949030447796691070) 2025-07-26 08:54:04 UTC 1042 followers, 1327 engagements "Manufacturing capacity is growing quickly and they have to buy felt in particular well before the need. Especially the felt coming from South Korea. Tetra has also said $eose shares their manufacturing schedule with them so they can plan their production and shipping. I can't imaging $eose doesn't have their manufacturing production by customer laid out at least X months in advance. By Q1 next year they will have $125mm of quarterly capacity. I don't know who will get that production but $eose has to hitting up the order book now to get manufacturing release payments to fill that production"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948786363714994449) 2025-07-25 16:44:10 UTC 1041 followers, XXX engagements "@ReidoFinancial Only $20mm in revs As of May XX shipments for Q2 had already exceeded all of the $15mm revenue 2024 year. That only allocates $5mm for the last 7-8 weeks of the quarter. Where do you see WIP+FG $10mm $15mm $20mm $25mm"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948749052033499445) 2025-07-25 14:15:54 UTC 1036 followers, XXX engagements "Existing orders with XX% or less down payments don't get released to manufacturing is my guess. If customers want cubes manufactured in Q3/Q4 they have to send in there manufacturing release payments. Those payments are what I think triggers RPO. I expect Pendleton Phase X (40 MWh) as an example would have sent in their manufacturing release payment in Q2 for Q4 production. Hopefully $eose asks to get the manufacturing release payment at least X months before actual production. That gives them time to purchase and receive the raw materials"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948784108949123231) 2025-07-25 16:35:12 UTC 1039 followers, XXX engagements "How big is NextEra from a TAM perspective Far larger than 4GWh over the next X 1/2 years I would guess. (From now to the end of 2029). There are only a handful of companies that NextEra could be talking about. If it is $eose it sounds like he is talking about several factories spread across the US. Since he basically says NextEra will be using only one battery supplier going forward this is either great news or horrible news"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1941460248167931992) 2025-07-05 11:32:48 UTC 1039 followers, 7012 engagements "Also note that slide isn't talking about marginal COGS. It is talking about all in COGS If $eose is down to $230/KWh COGS without the 45X credit we have ourselves a huge winner. Hopefully that isn't news to anyone"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948418903798874258) 2025-07-24 16:24:01 UTC 1034 followers, XXX engagements "@vicarvik @goodwillimp @badgernewman @propst_austin $eose was sending them both GTI and CMP cubes. The customer didn't like that and said they wanted all to match. $eose replaced all the CMP cubes with GTI cubes"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949390867619279061) 2025-07-27 08:46:15 UTC 1042 followers, XXX engagements "Here's a thought. I believe the 45X credits are fully refundable but $eose would have to wait until they file their annual taxes. Thus to get cash faster they sell them for about XX% of face value. What if $eose wants to stop doing that next June and will use the tax credits as the collateral for the $100mm revolver ++++ That is making tons of sense to me Others"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949497716435820958) 2025-07-27 15:50:50 UTC 1042 followers, XXX engagements "@vicarvik @goodwillimp @badgernewman @propst_austin As I say. Lots of guess work. But 30+ cubes sitting in a Virginia storage lot could easily impact Q2 revenue significantly if those cubes are still owned by $eose. My guess is they aren't owned by $eose but others very reasonably think they do"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949414816931537064) 2025-07-27 10:21:25 UTC 1043 followers, XXX engagements "@NetMelc @HungStrikerCptl How much do you value a cube at If $150k 5/day is $750k/day. I am ignoring Saturday as a just starting to familiarize shift. So XX working days in Q3 $45mm of production. That is the bottom of guidance"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1947653409634705913) 2025-07-22 13:42:13 UTC 1043 followers, XXX engagements "We know NextEra is looking seriously at 4+ hr BESS. Pilots test projects discussion. They have the 49MWh Torrecillas facility with $eose and several future FUZE projects. What other BESS suppliers are they testing with for 4+ hrs Who else are they building a strong relationship with"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1941482937075093980) 2025-07-05 13:02:57 UTC 1039 followers, 1810 engagements "I think there is too much focus on details and not enough of where $eose fits into the geopolitical environment. In 2022 when I found $eose I was looking for a company that would benefit from the coming years of geopolitical fighting between the US and China. I obviously didn't know about Trump and his tariffs and the FEOC language in the OBBB but it all fits the geopolitical narrative that could have been laid out in the summer of 2022 when the IRA passed"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946540591061635209) 2025-07-19 12:00:16 UTC 1042 followers, XXX engagements "Do you have an estimate for WIP Finished Goods ==== I think WIP will have dropped to about X week of production. If they were at XX cubes in May like I hope that's XX cubes worth. Or about $4mm. Roughly a $2mm reduction. But FG could have jumped to $15mm That would totally devastate my estimate"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949173197804306708) 2025-07-26 18:21:18 UTC 1042 followers, XXX engagements "@onejhor @JSpitTrades The $eose team here on X would welcome more shorts at this price. It will provide us a source of liquidity as the stock price climbs"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949108189816922223) 2025-07-26 14:02:59 UTC 1041 followers, XXX engagements "@freebirdsteven XX months before the revolver is available. By then I think $eose will have a backlog of true orders. No spare capacity to build inventory with"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949500774540619807) 2025-07-27 16:02:59 UTC 1043 followers, XXX engagements "$eose The below post is worth spending some time with. I forgot to attach my working spreadsheet and serial number tracker. Now attached"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948026624869322894) 2025-07-23 14:25:14 UTC 1037 followers, 3259 engagements "I think $eose became CM+ with the 45X credits in April or before. Remember the plan was to achieve CM+ then ramp production. Well production has been ramping since April X or so. $eose achieving CM+ without the 45X credit a few months later is compatible with it happening at some point in Q3"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948280132923265053) 2025-07-24 07:12:35 UTC 1043 followers, XXX engagements "For eose I believe the order isn't that specific for timing. Timing gets set when the manufacturing release payments come in. I think that also triggers RPO. Fully agreed that Wabash might be in the middle of the delivery and have physical possession of the cubes for weeks or months. Hopefully the ownership has changed hands away from $eose while it is in storage"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949125702382469424) 2025-07-26 15:12:35 UTC 1041 followers, XXX engagements "2 use cases: 1) Every AI data center that does training is going to have massive load shifts in less than a second That realistically can only be met with BESS and I suggest only Li-ion. Every MegaPack Tesla can produce will get consumed by this C2 or faster discharge need (not C/2 C2). I've seen the cube counts required and it is stunning. I doubt Tesla LG etc. can make enough BESS for all the envisioned AI data centers. It will be a huge bottleneck to AI data center deployment. 2) AI data centers need 7x24 power. That will often mandate LDES to do time of day power shifting. That is the"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948357528280002787) 2025-07-24 12:20:08 UTC 1032 followers, XX engagements "As a rough guess assume Torrecillas had XX GTI cubes and XX CMP cubes. When the XX CMP cubes were replaced with GTI cubes $eose absolutely owned those XX CMP cubes. It is speculated those are the cubes spotted on a Virginia storage lot in June. Presumably destined for Dominion. Ownership is unclear to me"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949392368756576695) 2025-07-27 08:52:13 UTC 1042 followers, XXX engagements "$eose My best guess ==== Q2 was the inflection point per my calculations: First $eose embeds line ramp commissioning and ramp costs in COGS. I don't know what normal is but it drastically distorts the P&L. The below isn't a P&L discussion. It uses COGS as described in the below slide: Q1 COGS: $270/KWh - 45X $225/KWh Avg selling price $200/KWh Q2 COGS at exit: $XX lower due to 3x volume increase alone spreading out manufacturing overhear. Reduced labor costs not hitting until Q3. $175/KWh Average selling price close to $250/KWh - $75/KWh gross profit (again not reflected on P&L) Q3 COGS at"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949025298550247916) 2025-07-26 08:33:36 UTC 1042 followers, 2901 engagements "@ninoguarisco @GrassmanWilliam Eos uses a specialized felt made for batteries. They announced at least XX months ago they were looking for a US supplier. I think they are now getting half of their felt from a US manufacturer. Hopefully they will tell us more next week"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948914898387567075) 2025-07-26 01:14:55 UTC 1042 followers, XX engagements "I'm not sure all grasp the slide. Look at the sub+title: XX% Cost out as of Q1 XX% Cost out at "volume" ++++ If we assume launch COGS was $1000/KWh the. Q1 was still $360/KWh COGS. But if we are now "at volume" (like I propose) then we are down to $230/KWh COGS. ++++ Thus my theory that very early in Q2 "CM+ with the 45X credit" was achieved and now X months later we are near achieving "CM+ without the 45X credit" and may have already done so"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948417451319795774) 2025-07-24 16:18:14 UTC 1033 followers, XXX engagements "I understand NextEra has XX GW of renewable projects in their pipeline. Spans the next X years or so. How much gets built given the OBBB I have no idea. But the demand is truly massive. NextEra would be betting many billions of dollars on the Z3 and $eose ability to scale to numerous factories"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1941880665349242914) 2025-07-06 15:23:23 UTC 1042 followers, XXX engagements "@NPianosi @GrassmanWilliam I think this delivery plus the one earlier in July meets about 1/3rd of September need (lots of guesses there). $eose is scaling fast and keeping a couple months minimum of felt on hand is my impression so I'm guessing this July felt is in support of September production"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948734320299868453) 2025-07-25 13:17:22 UTC 1041 followers, XXX engagements "@vicarvik @goodwillimp @badgernewman @propst_austin Assume XX GTI went to Texas and XX CMP. When the XX CMP were replaced with GTI you now are talking XXX cubes total. We are guessing but the Virginia storage lot is real. It had a bunch of $eose CMP cubes in it. Did $eose own them"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949398422378688787) 2025-07-27 09:16:16 UTC 1043 followers, XXX engagements "Q2 being XXX% higher than any previous quarter is $21mm in revenue. If the felt is in short supply it will impact Q3 not Q2. Lots of felt destined to $eose was brought into the US from South Korea in Feb/Mar/Apr/May. More than enough for Q2 needs. I am somewhat confident that an alternate felt provider is now in place and the drop-off in felt from South Korea is just part of the transition process from the old supplier to the new supplier. Potentially there are XX cubes sitting in that Virginia staging lot and not booked as revenue. At X cubes/$1mm that is about $6.5mm worth. If those cubes"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1947369907953537460) 2025-07-21 18:55:41 UTC 1034 followers, XXX engagements "The July XX $eose short report is out. The OBBB was signed July X. The 15th was the day of Pittsburgh Energy Summit. The day after the incredible statements of Nick Robinson. Lots of my personal shares had been returned for a few days around then. Huge volume of shares traded as I recall. My assumption was we would see a very significant amount of covering had happened by July XX. Instead only the below small amount (4.8mm). When will the shorts cover Will they ride $eose to $X $XX beyond"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948731344755851687) 2025-07-25 13:05:32 UTC 1041 followers, 1619 engagements "That's RPO. Solid orders with customers planning on taking orders. The RPO orders are likely already in the manufacturing production schedule. That's why I will be looking at that as soon as the 10Q drops. I really hope (expect) to see the XX month RPO at $150mm or more. Without that it leaves me wondering who their Q3/Q4 customers are"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948789822736187409) 2025-07-25 16:57:55 UTC 1033 followers, XX engagements "Jonathan do you remember how Q3 and Q4 earnings sucked and why $eose has XXX million warrants they mark to market each quarter. When the stock price goes up the liability associated with those warrants goes up. May 31: $XXXX SP June 30: $XXXX SP It is as simple as 150mm * ($5.12 - $3.78) but it is close. That one aspect will be close to a $200mm GAAP earnings loss. Then add on the actual operating loss for the quarter. Maybe $XXX million dollar GAAP earnings loss for Q2 $eose GAAP earnings are meaningless"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948588215964664101) 2025-07-25 03:36:48 UTC 1034 followers, XXX engagements "@mymorristribe @JordanSolace @TsnycTsnyc22 $25mm and I'm satisfied. Thrilled for me will be 3x Q1. $31.5mm I think there is about a XX% chance the hit that April: XX% of Q1 May: XXX% of Q1 June: XXX% of Q1 Q2: XXX% of Q1 (a XXX% increase)"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948787204005691637) 2025-07-25 16:47:30 UTC 1033 followers, XXX engagements "@goodwillimp @JordanSolace @TsnycTsnyc22 Based on Q4 and Q1 RPO without additional manufacturing release payments in Q2 I don't think $eose will be able to meet the $150mm revenue guidance"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948784632234655983) 2025-07-25 16:37:17 UTC 1042 followers, XXX engagements "@asymmetry292 @thehipskipple $eose hasn't gotten an order from NextEra And NextEra hasn't gotten approval from the DOE. This from a 2-year old article:"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945585243294937460) 2025-07-16 20:44:03 UTC 1040 followers, XXX engagements "@7MileCapital @x_times_1 What's your WIP plus finished goods number I'm thinking that dropped by $3mm or so as enclosure gate finally ended. A big part of why I'm hopeful (but not expecting) $eose broke through $31.5mm"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949100726203887674) 2025-07-26 13:33:20 UTC 1040 followers, XXX engagements "$eose Sunday morning brainstorm +++ $eose will soon have raw materials COGS below XX% of selling price. Almost certainly before June 2026. They get approximately XX% of their selling price before manufacturing the cubes so no $eose cash is needed to fulfill an order. What is the purpose of the $100mm revolver My mind had it being used for raw materials but I didn't have a good picture of the situation. Thoughts"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949490555789943039) 2025-07-27 15:22:22 UTC 1042 followers, 2189 engagements "$eose It has been a week since the last graphite felt shipment. Not long but $eose is consuming about X tonnes/day of graphite felt currently. So if there isn't a new supplier the $eose inventory of felt is back where it was before this shipment came in. I'm definitely leaning into the idea that a new supplier is doing the heavy lifting now and the South Korean one is back filling. Question for the gurus: If you were about to shift suppliers near the end of Q2 would you bring in a large amount of inventory from the first supplier in the X or X months before that to make sure you had enough to"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945859401837150670) 2025-07-17 14:53:28 UTC 1042 followers, 2141 engagements "Food for thought: $eose Serious thought ==== details ==== The Z3 was launched around August 2023. I guess we all know that. To make the math simple I am going to make up a X MWh battery cube below and talk about COGS and sales price. Sales price I'm going to fix at $250K/mythical_cube but we know it has varied from $200K to $388K for 1MWh of BESS sold by $eose over the last XX months $esoe had the semi-automated line and low volume purchase agreements with their suppliers in August 2023. Let's say it was costing them $750K (in parts labor and mfg overhead) to make that X MWh battery cube they"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948818092915610067) 2025-07-25 18:50:15 UTC 1040 followers, 2067 engagements "I'm not. I am finding the 45X PTC credits earned each quarter. It is in the quarterly filings. KWh produced on the main line = $PTC / ($45 * 0.90) Is the formula I used to determine KWh manufactured on the main line. Then I had to pick a MWh/cube number to work with. We have been told: C/4 = XXXXX MWh/cube C/10 = XXX MWh/cube I had to pick something and I picked XXX MWh/cube for my calculation. Could be the wrong choice easily enough"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948220317333156126) 2025-07-24 03:14:54 UTC 1041 followers, XXX engagements "I'm reviewing this XX month old post from @x_times_1 It was discussing in some detail the Q4 2024 exit COGS. His analysis seems to stand up to the test of time. He had Q4 2024 exiting with a COGS (including the 45X credit) of $134.61/KWh. $eose was delayed X months so his calculation should match Q2 2025 exit COGS. That is very compatible with my recent calculation: Q1 COGS: $270-$45/ KWh My calculation Exit Q2 COGS: $134.61/KWh @x_times_1 calc Exit Q3 COGS: $122.50/KWh My calc I always like it when my calculation fits in with other peoples"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948853024207896990) 2025-07-25 21:09:03 UTC 1042 followers, 6767 engagements "$eose For those trying to model Q4 and beyond cash flow:"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949488491458605188) 2025-07-27 15:14:10 UTC 1042 followers, XXX engagements "@x_times_1 When do you think $eose has their first $30mm quarter"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949085957845659903) 2025-07-26 12:34:39 UTC 1043 followers, XXX engagements "Doesn't matter $eose built XXX cubes for a customer that only ordered XX. The returned CMP cubes aren't land-filled they are presumably being used to fill the Dominion order. But were they delivered to Dominion prior to the end of Q2 If not they will be in $eose finished goods inventory on the 10Q. That might be as much as $7mm so it makes a huge difference to the Q2 revenue if those cubes got delivered to Dominion or not"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949394681973952553) 2025-07-27 09:01:24 UTC 1043 followers, XXX engagements "@JoshTradeOption @x_times_1 Earnings Gapp earnings They will be massively in the tank Q2 and I hope Q3 and Q4. Josh are you familiar with the effects of marking XXX million liability warrants to market. -$0.60/share or so I think"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948578975112200365) 2025-07-25 03:00:05 UTC 1034 followers, XXX engagements "The wonderful thing about $eose installed as 4hr is when it is more profitable to use as 6hr or X hr you just start doing that and the performance improves. With Li-ion it is very different. No where near as flexible. Does a gang of XXX Li-ion MegaPacks come with the software and hardware needed to operate in ganged mode They don't advertise that"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949468755832066276) 2025-07-27 13:55:45 UTC 1043 followers, XXX engagements "@JessePeltan Saving this. I'm color blind. I see what the deer sees"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949738923212640400) 2025-07-28 07:49:18 UTC 1042 followers, XX engagements "One interesting thing about $eose is they invoice about XX of a cubes selling price before they make the cube so this is very real too: Contract Liabilities: No revenue partially invoiced invoices paid. The manufacturing release payments can be significant. The goal I believe is for the manufacturing release payments plus the down payment to fully pay for the raw materials. Thus $eose doesn't have to come up with cash to buy raw materials inventory. They use their customers cash"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949488222410592460) 2025-07-27 15:13:06 UTC 1042 followers, XXX engagements "@mymorristribe @JoshTradeOption @x_times_1 Price on June XX vs price on March XX. XXX million warrants that get to be $200mm more of a liability. That increase in liability lands squarely on GAAP earnings"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948590579199475909) 2025-07-25 03:46:11 UTC 1035 followers, XXX engagements "@propst_austin @bert_gilfoyle Is this the XX MWh site or the XXX MWh site +++ I think those are the options Either way it will be the biggest $eose install to date"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949085172571267361) 2025-07-26 12:31:32 UTC 1039 followers, XXX engagements "I guess you know one of McCulloch's most controversial claims is that thrust (energy) can be extracted from the quantum vacuum. The IVO Ltd. company has used that claim to build a commercial satellite thruster they hope to sell. That thruster is in orbit now and will be powered on "soon" (days weeks). The goal is to raise the orbit elevation of the satellite 100km. If that happens QI will be getting a lot more attention even if it still gets no traction"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1947395067024417186) 2025-07-21 20:35:39 UTC 1038 followers, XX engagements "Those with a better accounting background than me. I have attempted to add "Cubes Shipped" to my tracking spreadsheet as well as Cubes in Finished Goods status. Trouble is I don't know how physical cubes in Finished goods are valued The Selling Price I calculate is so wide assuming the FG cubes are valued on the periods avg selling price might be way off. But that is what I am doing. Please review this. === To my surprise I am now showing Inline cube shipments: H2: XX Q1: XX Total XX by March XX 2025. So if the final cube count manufactured by the end of Q2 was indeed XXX cubes even my"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949203436974829653) 2025-07-26 20:21:28 UTC 1042 followers, XXX engagements "X I assume you saw Goodwill Impairment post this morning. He thinks roughly $30mm of cubes manufactured in Q2 but the cubes in that Virginia storage lot were likely still in Finished Goods at the end of Q2. Thus: Q2 Rev: $22.6mm (his estimate) Or if those cubes are considered delivered then: Q2 Rev: 30mm ++++ What are your thoughts if Rev comes in at $22.6mm ++++ My thought: For a day or X the market dips as it is disappointed by $22.6mm revenue. But after a week or two it bounces back up as the $30mm in production is recognized as more important than a simplistic view on revenue"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949570263726604541) 2025-07-27 20:39:06 UTC 1043 followers, XXX engagements "@mymorristribe @JoshTradeOption @x_times_1 On the otherhand did you see the great GAAP earnings for Q1 Opposite effect. Share price fell around $X from Dec XX to Mar XX so it added $150mm to the GAAP earnings. Basically meaningless numbers"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948591202468511960) 2025-07-25 03:48:40 UTC 1035 followers, XXX engagements "@OBGInvestments I remember when Cheniere ($LNG) was about a $15B market cap (2018/2019). I was much more trusting of my analysis than the analysts"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948727263173759061) 2025-07-25 12:49:19 UTC 1043 followers, XXX engagements "@vicarvik @goodwillimp @badgernewman @propst_austin So you guys think those cubes will be sitting in finished goods inventory on the balance sheet. I guess we find out Wed night"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949150018511778137) 2025-07-26 16:49:12 UTC 1034 followers, XX engagements "@Jeannedarc2024 Better to build and inventory. Can you imagine others have a 2-year backlog and $eose has XXX MWh in inventory"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949009260190306746) 2025-07-26 07:29:53 UTC 1036 followers, XXX engagements "Weo no one can make a truly educated statement about revenue. But it should be possible to estimate 45X credits. That is reported quarterly. Say $XXXXX per KWh. My estimate is XXX cubes worth of Z3s manufactured. Credits based on XXX MWh / cube My guess is $7.22mm in 45X PTC credits"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1947277917790036364) 2025-07-21 12:50:08 UTC 1042 followers, XXX engagements "Just make sure you heard what I said: - I'm talking about Q3 so X months before we see numbers - I have made no claim as to what "Launch COGS" value is and it is the basis of the calculation - $eose is adding in $10s of millions of line commissioning costs still. That's per quarter. It will keep the reported gross profit from anywhere close to 49%"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948556611804446734) 2025-07-25 01:31:13 UTC 1034 followers, XXX engagements "I like the guiding wave concept. Not that I understand it but at least it lets me have real particles / photons Wave-particle duality is beyond my brain to comprehend. And I'm an undergrad physics major. I studied this stuff From Grok: +++++++++++ In quantum mechanics the pilot wave concept is primarily associated with the de Broglie-Bohm theory. It goes by a few names including: - Pilot Wave Theory - Emphasizes the guiding wave that directs particle motion. - Bohmian Mechanics - Named after David Bohm who developed the theory further in the 1950s. - de Broglie-Bohm Theory - Acknowledges"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1947733692799226355) 2025-07-22 19:01:14 UTC 1034 followers, XXX engagements "@goodwillimp @propst_austin To date we haven't seen much FG on the balance sheet. We will see if that changes next week"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948858767698723177) 2025-07-25 21:31:52 UTC 1043 followers, XXX engagements "If $eose has customers for the cubes I think they will be at the top end of guidance. The ramp is real. Cubes are leaving Turtle Creek like never before. The line will be fully implemented in another few weeks and sub-assembly manufacturing is already at least XX% in place. The only reasons $190mm can't be achieved: - no customers to ship the cubes to - no raw materials from suppliers ++++ I think raw materials are good to go. Enclosures seem to finally be in good supply. Tetra has the electrolyte covered for in excess of just Line X fully ramped. A new US felt supplier seems to be in place"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948008175602487336) 2025-07-23 13:11:55 UTC 1042 followers, XXX engagements "@mymorristribe @bert_gilfoyle I bet they run Torrecillas at multiple durations over the next year. NextEra will create their own dataset"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949491139968368931) 2025-07-27 15:24:42 UTC 1042 followers, XX engagements "@asymmetry292 @thehipskipple The FUZES project is very clearly NextEra as the utility and Eos as the BESS. Very non-secret"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945578361822056902) 2025-07-16 20:16:43 UTC 1032 followers, XXX engagements "@eachus @OfMikeAndMen @DirkBruere @ToughSf @memcculloch I think the most descriptive paper you will find is the Becker and Bhatt paper. IVO Ltd is a for profit Corp and they plan to make money selling their thruster. It is a commercial repeatable design according to them"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1947622464067903497) 2025-07-22 11:39:15 UTC 1042 followers, XX engagements "Yeah I'm XX% shares from a $s perspective. My DCA is $XXXX. And the date is Nov XX for the warrants I'm pretty sure. If I can convert 40k warrants at $XXXXX that's about $450K straight into $eose bank account. (Working on making that possible). Doing my part to keep it from all being a cashless conversion"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946616609868481006) 2025-07-19 17:02:20 UTC 1039 followers, XXX engagements "FYI: I broke out Finished Goods from WIP+FG and added it as a new column. Q1 ended with only $468K of finished goods. If $eose still owned all those cubes returned from Torrecillas I don't know where they were hiding them on the balance sheet. Maybe back in WIP for some reason"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1949204390285365739) 2025-07-26 20:25:15 UTC 1042 followers, XXX engagements "I don't think $eose provides warehouse services. When your cube is ready it gets shipped. The buyer has to have a staging lot (aka a "lay-down lot"). That is pretty common in construction. That's one reason I think the Virginia cubes we saw were delivered to the customer and not part of $eose inventory by the end of Q2"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948858046215532589) 2025-07-25 21:29:00 UTC 1042 followers, XXX engagements "@RogTallbloke Someone has to make the interest payments on that $500mm. I don't know how that works. I've never sold short"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948734796194025693) 2025-07-25 13:19:15 UTC 1042 followers, XX engagements "I put this $eose (EOS Energy) summary report together with Co-pilot: ++++ Eos Energy Investment Uniquenesses (Strategic Focus Enhanced) - 15+ years of chemistry-first R&D Eos developed its proprietary Znyth zinc hybrid cathode chemistry over more than a decadeestablishing a deep technical moat and positioning itself as a non-lithium alternative for long-duration energy storage (LDES). - Reshoring manufacturing from China (2018) Under Joe Mastrangelos leadership Eos proactively shifted component sourcing and manufacturing from China to Pennsylvania anticipating geopolitical risk and supply"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946535527399977100) 2025-07-19 11:40:09 UTC 1042 followers, 5106 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@FreemyerGreg 🔋Greg🔋💎🤲
🔋Greg🔋💎🤲 posts on X about $eose, avg, south korea, eos the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +0.80%
- X Month XXXXXXX +59%
- X Months XXXXXXX +70%
- X Year XXXXXXXXX +163%
Mentions: XX #
- X Week XXX -XXXX%
- X Month XXX +88%
- X Months XXXXX +65%
- X Year XXXXX +73%
Followers: XXXXX #
- X Week XXXXX +2.60%
- X Month XXXXX +17%
- X Months XXXXX +56%
- X Year XXXXX +103%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXX% countries XXXX% automotive brands XXXX% technology brands XXXX% cryptocurrencies XXXX%
Social topic influence $eose #8, avg #80, south korea 1.66%, eos 1.66%, $150mm 1.66%, balance sheet 1.66%, $200kwh #1, $225kwh #1, $270kwh #1, $25mm XXX%
Top accounts mentioned or mentioned by @goodwillimp @xtimes1 @mymorristribe @bertgilfoyle @vicarvik @joshtradeoption @propstaustin @jordansolace @rogtallbloke @badgernewman @asymmetry292 @cluster_6 @seriously211 @grassmanwilliam @tulipcritique @thehipskipple @freebirdsteven @7milecapital @bert_gilfoyle @kroekernathan
Top assets mentioned Eos Energy Enterprises, Inc. (EOSE) Tesla, Inc. (TSLA) PTC Inc (PTC) Cheniere Energy, Inc. (LNG) Enovix Corporation Common Stock (ENVX)
Top Social Posts #
Top posts by engagements in the last XX hours
"@x_times_1 @bert_gilfoyle @seriously211 @KroekerNathan Any reference pre April 2023 is irrelevant. That's when the new community benefits guideline was published. Many here thought that guideline delayed the conditional approval of the loan at least X months as $eose put together its community benefits package together"
@FreemyerGreg on X 2025-07-20 15:26:46 UTC 1032 followers, XXX engagements
"@mymorristribe @esteinberg24 I think the deal to sell PTC credits is in place. I'd be surprised if Q2 earned credits aren't already sold. If you're bullish like me PTC for Q2 should be 3x PTC for Q1 PTC for Q1 was $1.8mm so about $5.4mm for Q2" @FreemyerGreg on X 2025-07-27 00:34:31 UTC 1042 followers, XXX engagements
"What's the interest rate on the revolver Would it makes sense for $eose to quit selling their 45X credit at a discount" @FreemyerGreg on X 2025-07-27 15:53:47 UTC 1042 followers, XXX engagements
"@Vincent75364549 @RogTallbloke I don't think it is Q2 specifically. Just look at the 2024 earnings for $eose. The rear view mirror scene is beyond tragic. I've got my eyes locked on the view out the windshield" @FreemyerGreg on X 2025-07-25 13:25:01 UTC 1041 followers, XXX engagements
"$eose Remember during the Q1 call Joe defined scale as Line X running at X GWh/yr run rate. That is a $250mm/year run rate or a $62.50mm/quarter run rate. === I for one think we are either at that rate now or we will be by the end of Q3. === That puts us into the operational area where $eose labor is XXX% of launch COGS. And mfg. Overhead is XXX% of launch COGS. And Direct Material is XXXX% of launch COGS. Thus we are either at or near the point that: direct material + labor + mfg overhead == XXXX% of launch COGS. I think that makes $eose a profit on every battery even without the 45X credit" @FreemyerGreg on X 2025-07-23 22:35:37 UTC 1040 followers, 5518 engagements
"$eose My best guess ==== Q2 was the inflection point per my calculations: First $eose embeds line commissioning and ramp costs in COGS. I don't know what normal is but it drastically distorts the P&L. The below isn't a P&L discussion. It uses COGS as described in the below slide: Q1 COGS: $270/KWh - 45X $225/KWh Avg selling price $200/KWh Q2 COGS at exit: $XX lower due to 3x volume increase alone spreading out manufacturing overhead. Reduced labor costs not hitting until Q3. $175/KWh Average selling price close to $250/KWh - $75/KWh gross profit (again not reflected on P&L) Q3 COGS at exit:" @FreemyerGreg on X 2025-07-26 08:54:04 UTC 1042 followers, 1327 engagements
"Manufacturing capacity is growing quickly and they have to buy felt in particular well before the need. Especially the felt coming from South Korea. Tetra has also said $eose shares their manufacturing schedule with them so they can plan their production and shipping. I can't imaging $eose doesn't have their manufacturing production by customer laid out at least X months in advance. By Q1 next year they will have $125mm of quarterly capacity. I don't know who will get that production but $eose has to hitting up the order book now to get manufacturing release payments to fill that production" @FreemyerGreg on X 2025-07-25 16:44:10 UTC 1041 followers, XXX engagements
"@ReidoFinancial Only $20mm in revs As of May XX shipments for Q2 had already exceeded all of the $15mm revenue 2024 year. That only allocates $5mm for the last 7-8 weeks of the quarter. Where do you see WIP+FG $10mm $15mm $20mm $25mm" @FreemyerGreg on X 2025-07-25 14:15:54 UTC 1036 followers, XXX engagements
"Existing orders with XX% or less down payments don't get released to manufacturing is my guess. If customers want cubes manufactured in Q3/Q4 they have to send in there manufacturing release payments. Those payments are what I think triggers RPO. I expect Pendleton Phase X (40 MWh) as an example would have sent in their manufacturing release payment in Q2 for Q4 production. Hopefully $eose asks to get the manufacturing release payment at least X months before actual production. That gives them time to purchase and receive the raw materials" @FreemyerGreg on X 2025-07-25 16:35:12 UTC 1039 followers, XXX engagements
"How big is NextEra from a TAM perspective Far larger than 4GWh over the next X 1/2 years I would guess. (From now to the end of 2029). There are only a handful of companies that NextEra could be talking about. If it is $eose it sounds like he is talking about several factories spread across the US. Since he basically says NextEra will be using only one battery supplier going forward this is either great news or horrible news" @FreemyerGreg on X 2025-07-05 11:32:48 UTC 1039 followers, 7012 engagements
"Also note that slide isn't talking about marginal COGS. It is talking about all in COGS If $eose is down to $230/KWh COGS without the 45X credit we have ourselves a huge winner. Hopefully that isn't news to anyone" @FreemyerGreg on X 2025-07-24 16:24:01 UTC 1034 followers, XXX engagements
"@vicarvik @goodwillimp @badgernewman @propst_austin $eose was sending them both GTI and CMP cubes. The customer didn't like that and said they wanted all to match. $eose replaced all the CMP cubes with GTI cubes" @FreemyerGreg on X 2025-07-27 08:46:15 UTC 1042 followers, XXX engagements
"Here's a thought. I believe the 45X credits are fully refundable but $eose would have to wait until they file their annual taxes. Thus to get cash faster they sell them for about XX% of face value. What if $eose wants to stop doing that next June and will use the tax credits as the collateral for the $100mm revolver ++++ That is making tons of sense to me Others" @FreemyerGreg on X 2025-07-27 15:50:50 UTC 1042 followers, XXX engagements
"@vicarvik @goodwillimp @badgernewman @propst_austin As I say. Lots of guess work. But 30+ cubes sitting in a Virginia storage lot could easily impact Q2 revenue significantly if those cubes are still owned by $eose. My guess is they aren't owned by $eose but others very reasonably think they do" @FreemyerGreg on X 2025-07-27 10:21:25 UTC 1043 followers, XXX engagements
"@NetMelc @HungStrikerCptl How much do you value a cube at If $150k 5/day is $750k/day. I am ignoring Saturday as a just starting to familiarize shift. So XX working days in Q3 $45mm of production. That is the bottom of guidance" @FreemyerGreg on X 2025-07-22 13:42:13 UTC 1043 followers, XXX engagements
"We know NextEra is looking seriously at 4+ hr BESS. Pilots test projects discussion. They have the 49MWh Torrecillas facility with $eose and several future FUZE projects. What other BESS suppliers are they testing with for 4+ hrs Who else are they building a strong relationship with" @FreemyerGreg on X 2025-07-05 13:02:57 UTC 1039 followers, 1810 engagements
"I think there is too much focus on details and not enough of where $eose fits into the geopolitical environment. In 2022 when I found $eose I was looking for a company that would benefit from the coming years of geopolitical fighting between the US and China. I obviously didn't know about Trump and his tariffs and the FEOC language in the OBBB but it all fits the geopolitical narrative that could have been laid out in the summer of 2022 when the IRA passed" @FreemyerGreg on X 2025-07-19 12:00:16 UTC 1042 followers, XXX engagements
"Do you have an estimate for WIP Finished Goods ==== I think WIP will have dropped to about X week of production. If they were at XX cubes in May like I hope that's XX cubes worth. Or about $4mm. Roughly a $2mm reduction. But FG could have jumped to $15mm That would totally devastate my estimate" @FreemyerGreg on X 2025-07-26 18:21:18 UTC 1042 followers, XXX engagements
"@onejhor @JSpitTrades The $eose team here on X would welcome more shorts at this price. It will provide us a source of liquidity as the stock price climbs" @FreemyerGreg on X 2025-07-26 14:02:59 UTC 1041 followers, XXX engagements
"@freebirdsteven XX months before the revolver is available. By then I think $eose will have a backlog of true orders. No spare capacity to build inventory with" @FreemyerGreg on X 2025-07-27 16:02:59 UTC 1043 followers, XXX engagements
"$eose The below post is worth spending some time with. I forgot to attach my working spreadsheet and serial number tracker. Now attached" @FreemyerGreg on X 2025-07-23 14:25:14 UTC 1037 followers, 3259 engagements
"I think $eose became CM+ with the 45X credits in April or before. Remember the plan was to achieve CM+ then ramp production. Well production has been ramping since April X or so. $eose achieving CM+ without the 45X credit a few months later is compatible with it happening at some point in Q3" @FreemyerGreg on X 2025-07-24 07:12:35 UTC 1043 followers, XXX engagements
"For eose I believe the order isn't that specific for timing. Timing gets set when the manufacturing release payments come in. I think that also triggers RPO. Fully agreed that Wabash might be in the middle of the delivery and have physical possession of the cubes for weeks or months. Hopefully the ownership has changed hands away from $eose while it is in storage" @FreemyerGreg on X 2025-07-26 15:12:35 UTC 1041 followers, XXX engagements
"2 use cases: 1) Every AI data center that does training is going to have massive load shifts in less than a second That realistically can only be met with BESS and I suggest only Li-ion. Every MegaPack Tesla can produce will get consumed by this C2 or faster discharge need (not C/2 C2). I've seen the cube counts required and it is stunning. I doubt Tesla LG etc. can make enough BESS for all the envisioned AI data centers. It will be a huge bottleneck to AI data center deployment. 2) AI data centers need 7x24 power. That will often mandate LDES to do time of day power shifting. That is the" @FreemyerGreg on X 2025-07-24 12:20:08 UTC 1032 followers, XX engagements
"As a rough guess assume Torrecillas had XX GTI cubes and XX CMP cubes. When the XX CMP cubes were replaced with GTI cubes $eose absolutely owned those XX CMP cubes. It is speculated those are the cubes spotted on a Virginia storage lot in June. Presumably destined for Dominion. Ownership is unclear to me" @FreemyerGreg on X 2025-07-27 08:52:13 UTC 1042 followers, XXX engagements
"$eose My best guess ==== Q2 was the inflection point per my calculations: First $eose embeds line ramp commissioning and ramp costs in COGS. I don't know what normal is but it drastically distorts the P&L. The below isn't a P&L discussion. It uses COGS as described in the below slide: Q1 COGS: $270/KWh - 45X $225/KWh Avg selling price $200/KWh Q2 COGS at exit: $XX lower due to 3x volume increase alone spreading out manufacturing overhear. Reduced labor costs not hitting until Q3. $175/KWh Average selling price close to $250/KWh - $75/KWh gross profit (again not reflected on P&L) Q3 COGS at" @FreemyerGreg on X 2025-07-26 08:33:36 UTC 1042 followers, 2901 engagements
"@ninoguarisco @GrassmanWilliam Eos uses a specialized felt made for batteries. They announced at least XX months ago they were looking for a US supplier. I think they are now getting half of their felt from a US manufacturer. Hopefully they will tell us more next week" @FreemyerGreg on X 2025-07-26 01:14:55 UTC 1042 followers, XX engagements
"I'm not sure all grasp the slide. Look at the sub+title: XX% Cost out as of Q1 XX% Cost out at "volume" ++++ If we assume launch COGS was $1000/KWh the. Q1 was still $360/KWh COGS. But if we are now "at volume" (like I propose) then we are down to $230/KWh COGS. ++++ Thus my theory that very early in Q2 "CM+ with the 45X credit" was achieved and now X months later we are near achieving "CM+ without the 45X credit" and may have already done so" @FreemyerGreg on X 2025-07-24 16:18:14 UTC 1033 followers, XXX engagements
"I understand NextEra has XX GW of renewable projects in their pipeline. Spans the next X years or so. How much gets built given the OBBB I have no idea. But the demand is truly massive. NextEra would be betting many billions of dollars on the Z3 and $eose ability to scale to numerous factories" @FreemyerGreg on X 2025-07-06 15:23:23 UTC 1042 followers, XXX engagements
"@NPianosi @GrassmanWilliam I think this delivery plus the one earlier in July meets about 1/3rd of September need (lots of guesses there). $eose is scaling fast and keeping a couple months minimum of felt on hand is my impression so I'm guessing this July felt is in support of September production" @FreemyerGreg on X 2025-07-25 13:17:22 UTC 1041 followers, XXX engagements
"@vicarvik @goodwillimp @badgernewman @propst_austin Assume XX GTI went to Texas and XX CMP. When the XX CMP were replaced with GTI you now are talking XXX cubes total. We are guessing but the Virginia storage lot is real. It had a bunch of $eose CMP cubes in it. Did $eose own them" @FreemyerGreg on X 2025-07-27 09:16:16 UTC 1043 followers, XXX engagements
"Q2 being XXX% higher than any previous quarter is $21mm in revenue. If the felt is in short supply it will impact Q3 not Q2. Lots of felt destined to $eose was brought into the US from South Korea in Feb/Mar/Apr/May. More than enough for Q2 needs. I am somewhat confident that an alternate felt provider is now in place and the drop-off in felt from South Korea is just part of the transition process from the old supplier to the new supplier. Potentially there are XX cubes sitting in that Virginia staging lot and not booked as revenue. At X cubes/$1mm that is about $6.5mm worth. If those cubes" @FreemyerGreg on X 2025-07-21 18:55:41 UTC 1034 followers, XXX engagements
"The July XX $eose short report is out. The OBBB was signed July X. The 15th was the day of Pittsburgh Energy Summit. The day after the incredible statements of Nick Robinson. Lots of my personal shares had been returned for a few days around then. Huge volume of shares traded as I recall. My assumption was we would see a very significant amount of covering had happened by July XX. Instead only the below small amount (4.8mm). When will the shorts cover Will they ride $eose to $X $XX beyond" @FreemyerGreg on X 2025-07-25 13:05:32 UTC 1041 followers, 1619 engagements
"That's RPO. Solid orders with customers planning on taking orders. The RPO orders are likely already in the manufacturing production schedule. That's why I will be looking at that as soon as the 10Q drops. I really hope (expect) to see the XX month RPO at $150mm or more. Without that it leaves me wondering who their Q3/Q4 customers are" @FreemyerGreg on X 2025-07-25 16:57:55 UTC 1033 followers, XX engagements
"Jonathan do you remember how Q3 and Q4 earnings sucked and why $eose has XXX million warrants they mark to market each quarter. When the stock price goes up the liability associated with those warrants goes up. May 31: $XXXX SP June 30: $XXXX SP It is as simple as 150mm * ($5.12 - $3.78) but it is close. That one aspect will be close to a $200mm GAAP earnings loss. Then add on the actual operating loss for the quarter. Maybe $XXX million dollar GAAP earnings loss for Q2 $eose GAAP earnings are meaningless" @FreemyerGreg on X 2025-07-25 03:36:48 UTC 1034 followers, XXX engagements
"@mymorristribe @JordanSolace @TsnycTsnyc22 $25mm and I'm satisfied. Thrilled for me will be 3x Q1. $31.5mm I think there is about a XX% chance the hit that April: XX% of Q1 May: XXX% of Q1 June: XXX% of Q1 Q2: XXX% of Q1 (a XXX% increase)" @FreemyerGreg on X 2025-07-25 16:47:30 UTC 1033 followers, XXX engagements
"@goodwillimp @JordanSolace @TsnycTsnyc22 Based on Q4 and Q1 RPO without additional manufacturing release payments in Q2 I don't think $eose will be able to meet the $150mm revenue guidance" @FreemyerGreg on X 2025-07-25 16:37:17 UTC 1042 followers, XXX engagements
"@asymmetry292 @thehipskipple $eose hasn't gotten an order from NextEra And NextEra hasn't gotten approval from the DOE. This from a 2-year old article:" @FreemyerGreg on X 2025-07-16 20:44:03 UTC 1040 followers, XXX engagements
"@7MileCapital @x_times_1 What's your WIP plus finished goods number I'm thinking that dropped by $3mm or so as enclosure gate finally ended. A big part of why I'm hopeful (but not expecting) $eose broke through $31.5mm" @FreemyerGreg on X 2025-07-26 13:33:20 UTC 1040 followers, XXX engagements
"$eose Sunday morning brainstorm +++ $eose will soon have raw materials COGS below XX% of selling price. Almost certainly before June 2026. They get approximately XX% of their selling price before manufacturing the cubes so no $eose cash is needed to fulfill an order. What is the purpose of the $100mm revolver My mind had it being used for raw materials but I didn't have a good picture of the situation. Thoughts" @FreemyerGreg on X 2025-07-27 15:22:22 UTC 1042 followers, 2189 engagements
"$eose It has been a week since the last graphite felt shipment. Not long but $eose is consuming about X tonnes/day of graphite felt currently. So if there isn't a new supplier the $eose inventory of felt is back where it was before this shipment came in. I'm definitely leaning into the idea that a new supplier is doing the heavy lifting now and the South Korean one is back filling. Question for the gurus: If you were about to shift suppliers near the end of Q2 would you bring in a large amount of inventory from the first supplier in the X or X months before that to make sure you had enough to" @FreemyerGreg on X 2025-07-17 14:53:28 UTC 1042 followers, 2141 engagements
"Food for thought: $eose Serious thought ==== details ==== The Z3 was launched around August 2023. I guess we all know that. To make the math simple I am going to make up a X MWh battery cube below and talk about COGS and sales price. Sales price I'm going to fix at $250K/mythical_cube but we know it has varied from $200K to $388K for 1MWh of BESS sold by $eose over the last XX months $esoe had the semi-automated line and low volume purchase agreements with their suppliers in August 2023. Let's say it was costing them $750K (in parts labor and mfg overhead) to make that X MWh battery cube they" @FreemyerGreg on X 2025-07-25 18:50:15 UTC 1040 followers, 2067 engagements
"I'm not. I am finding the 45X PTC credits earned each quarter. It is in the quarterly filings. KWh produced on the main line = $PTC / ($45 * 0.90) Is the formula I used to determine KWh manufactured on the main line. Then I had to pick a MWh/cube number to work with. We have been told: C/4 = XXXXX MWh/cube C/10 = XXX MWh/cube I had to pick something and I picked XXX MWh/cube for my calculation. Could be the wrong choice easily enough" @FreemyerGreg on X 2025-07-24 03:14:54 UTC 1041 followers, XXX engagements
"I'm reviewing this XX month old post from @x_times_1 It was discussing in some detail the Q4 2024 exit COGS. His analysis seems to stand up to the test of time. He had Q4 2024 exiting with a COGS (including the 45X credit) of $134.61/KWh. $eose was delayed X months so his calculation should match Q2 2025 exit COGS. That is very compatible with my recent calculation: Q1 COGS: $270-$45/ KWh My calculation Exit Q2 COGS: $134.61/KWh @x_times_1 calc Exit Q3 COGS: $122.50/KWh My calc I always like it when my calculation fits in with other peoples" @FreemyerGreg on X 2025-07-25 21:09:03 UTC 1042 followers, 6767 engagements
"$eose For those trying to model Q4 and beyond cash flow:" @FreemyerGreg on X 2025-07-27 15:14:10 UTC 1042 followers, XXX engagements
"@x_times_1 When do you think $eose has their first $30mm quarter" @FreemyerGreg on X 2025-07-26 12:34:39 UTC 1043 followers, XXX engagements
"Doesn't matter $eose built XXX cubes for a customer that only ordered XX. The returned CMP cubes aren't land-filled they are presumably being used to fill the Dominion order. But were they delivered to Dominion prior to the end of Q2 If not they will be in $eose finished goods inventory on the 10Q. That might be as much as $7mm so it makes a huge difference to the Q2 revenue if those cubes got delivered to Dominion or not" @FreemyerGreg on X 2025-07-27 09:01:24 UTC 1043 followers, XXX engagements
"@JoshTradeOption @x_times_1 Earnings Gapp earnings They will be massively in the tank Q2 and I hope Q3 and Q4. Josh are you familiar with the effects of marking XXX million liability warrants to market. -$0.60/share or so I think" @FreemyerGreg on X 2025-07-25 03:00:05 UTC 1034 followers, XXX engagements
"The wonderful thing about $eose installed as 4hr is when it is more profitable to use as 6hr or X hr you just start doing that and the performance improves. With Li-ion it is very different. No where near as flexible. Does a gang of XXX Li-ion MegaPacks come with the software and hardware needed to operate in ganged mode They don't advertise that" @FreemyerGreg on X 2025-07-27 13:55:45 UTC 1043 followers, XXX engagements
"@JessePeltan Saving this. I'm color blind. I see what the deer sees" @FreemyerGreg on X 2025-07-28 07:49:18 UTC 1042 followers, XX engagements
"One interesting thing about $eose is they invoice about XX of a cubes selling price before they make the cube so this is very real too: Contract Liabilities: No revenue partially invoiced invoices paid. The manufacturing release payments can be significant. The goal I believe is for the manufacturing release payments plus the down payment to fully pay for the raw materials. Thus $eose doesn't have to come up with cash to buy raw materials inventory. They use their customers cash" @FreemyerGreg on X 2025-07-27 15:13:06 UTC 1042 followers, XXX engagements
"@mymorristribe @JoshTradeOption @x_times_1 Price on June XX vs price on March XX. XXX million warrants that get to be $200mm more of a liability. That increase in liability lands squarely on GAAP earnings" @FreemyerGreg on X 2025-07-25 03:46:11 UTC 1035 followers, XXX engagements
"@propst_austin @bert_gilfoyle Is this the XX MWh site or the XXX MWh site +++ I think those are the options Either way it will be the biggest $eose install to date" @FreemyerGreg on X 2025-07-26 12:31:32 UTC 1039 followers, XXX engagements
"I guess you know one of McCulloch's most controversial claims is that thrust (energy) can be extracted from the quantum vacuum. The IVO Ltd. company has used that claim to build a commercial satellite thruster they hope to sell. That thruster is in orbit now and will be powered on "soon" (days weeks). The goal is to raise the orbit elevation of the satellite 100km. If that happens QI will be getting a lot more attention even if it still gets no traction" @FreemyerGreg on X 2025-07-21 20:35:39 UTC 1038 followers, XX engagements
"Those with a better accounting background than me. I have attempted to add "Cubes Shipped" to my tracking spreadsheet as well as Cubes in Finished Goods status. Trouble is I don't know how physical cubes in Finished goods are valued The Selling Price I calculate is so wide assuming the FG cubes are valued on the periods avg selling price might be way off. But that is what I am doing. Please review this. === To my surprise I am now showing Inline cube shipments: H2: XX Q1: XX Total XX by March XX 2025. So if the final cube count manufactured by the end of Q2 was indeed XXX cubes even my" @FreemyerGreg on X 2025-07-26 20:21:28 UTC 1042 followers, XXX engagements
"X I assume you saw Goodwill Impairment post this morning. He thinks roughly $30mm of cubes manufactured in Q2 but the cubes in that Virginia storage lot were likely still in Finished Goods at the end of Q2. Thus: Q2 Rev: $22.6mm (his estimate) Or if those cubes are considered delivered then: Q2 Rev: 30mm ++++ What are your thoughts if Rev comes in at $22.6mm ++++ My thought: For a day or X the market dips as it is disappointed by $22.6mm revenue. But after a week or two it bounces back up as the $30mm in production is recognized as more important than a simplistic view on revenue" @FreemyerGreg on X 2025-07-27 20:39:06 UTC 1043 followers, XXX engagements
"@mymorristribe @JoshTradeOption @x_times_1 On the otherhand did you see the great GAAP earnings for Q1 Opposite effect. Share price fell around $X from Dec XX to Mar XX so it added $150mm to the GAAP earnings. Basically meaningless numbers" @FreemyerGreg on X 2025-07-25 03:48:40 UTC 1035 followers, XXX engagements
"@OBGInvestments I remember when Cheniere ($LNG) was about a $15B market cap (2018/2019). I was much more trusting of my analysis than the analysts" @FreemyerGreg on X 2025-07-25 12:49:19 UTC 1043 followers, XXX engagements
"@vicarvik @goodwillimp @badgernewman @propst_austin So you guys think those cubes will be sitting in finished goods inventory on the balance sheet. I guess we find out Wed night" @FreemyerGreg on X 2025-07-26 16:49:12 UTC 1034 followers, XX engagements
"@Jeannedarc2024 Better to build and inventory. Can you imagine others have a 2-year backlog and $eose has XXX MWh in inventory" @FreemyerGreg on X 2025-07-26 07:29:53 UTC 1036 followers, XXX engagements
"Weo no one can make a truly educated statement about revenue. But it should be possible to estimate 45X credits. That is reported quarterly. Say $XXXXX per KWh. My estimate is XXX cubes worth of Z3s manufactured. Credits based on XXX MWh / cube My guess is $7.22mm in 45X PTC credits" @FreemyerGreg on X 2025-07-21 12:50:08 UTC 1042 followers, XXX engagements
"Just make sure you heard what I said: - I'm talking about Q3 so X months before we see numbers - I have made no claim as to what "Launch COGS" value is and it is the basis of the calculation - $eose is adding in $10s of millions of line commissioning costs still. That's per quarter. It will keep the reported gross profit from anywhere close to 49%" @FreemyerGreg on X 2025-07-25 01:31:13 UTC 1034 followers, XXX engagements
"I like the guiding wave concept. Not that I understand it but at least it lets me have real particles / photons Wave-particle duality is beyond my brain to comprehend. And I'm an undergrad physics major. I studied this stuff From Grok: +++++++++++ In quantum mechanics the pilot wave concept is primarily associated with the de Broglie-Bohm theory. It goes by a few names including: - Pilot Wave Theory - Emphasizes the guiding wave that directs particle motion. - Bohmian Mechanics - Named after David Bohm who developed the theory further in the 1950s. - de Broglie-Bohm Theory - Acknowledges" @FreemyerGreg on X 2025-07-22 19:01:14 UTC 1034 followers, XXX engagements
"@goodwillimp @propst_austin To date we haven't seen much FG on the balance sheet. We will see if that changes next week" @FreemyerGreg on X 2025-07-25 21:31:52 UTC 1043 followers, XXX engagements
"If $eose has customers for the cubes I think they will be at the top end of guidance. The ramp is real. Cubes are leaving Turtle Creek like never before. The line will be fully implemented in another few weeks and sub-assembly manufacturing is already at least XX% in place. The only reasons $190mm can't be achieved: - no customers to ship the cubes to - no raw materials from suppliers ++++ I think raw materials are good to go. Enclosures seem to finally be in good supply. Tetra has the electrolyte covered for in excess of just Line X fully ramped. A new US felt supplier seems to be in place" @FreemyerGreg on X 2025-07-23 13:11:55 UTC 1042 followers, XXX engagements
"@mymorristribe @bert_gilfoyle I bet they run Torrecillas at multiple durations over the next year. NextEra will create their own dataset" @FreemyerGreg on X 2025-07-27 15:24:42 UTC 1042 followers, XX engagements
"@asymmetry292 @thehipskipple The FUZES project is very clearly NextEra as the utility and Eos as the BESS. Very non-secret" @FreemyerGreg on X 2025-07-16 20:16:43 UTC 1032 followers, XXX engagements
"@eachus @OfMikeAndMen @DirkBruere @ToughSf @memcculloch I think the most descriptive paper you will find is the Becker and Bhatt paper. IVO Ltd is a for profit Corp and they plan to make money selling their thruster. It is a commercial repeatable design according to them" @FreemyerGreg on X 2025-07-22 11:39:15 UTC 1042 followers, XX engagements
"Yeah I'm XX% shares from a $s perspective. My DCA is $XXXX. And the date is Nov XX for the warrants I'm pretty sure. If I can convert 40k warrants at $XXXXX that's about $450K straight into $eose bank account. (Working on making that possible). Doing my part to keep it from all being a cashless conversion" @FreemyerGreg on X 2025-07-19 17:02:20 UTC 1039 followers, XXX engagements
"FYI: I broke out Finished Goods from WIP+FG and added it as a new column. Q1 ended with only $468K of finished goods. If $eose still owned all those cubes returned from Torrecillas I don't know where they were hiding them on the balance sheet. Maybe back in WIP for some reason" @FreemyerGreg on X 2025-07-26 20:25:15 UTC 1042 followers, XXX engagements
"I don't think $eose provides warehouse services. When your cube is ready it gets shipped. The buyer has to have a staging lot (aka a "lay-down lot"). That is pretty common in construction. That's one reason I think the Virginia cubes we saw were delivered to the customer and not part of $eose inventory by the end of Q2" @FreemyerGreg on X 2025-07-25 21:29:00 UTC 1042 followers, XXX engagements
"@RogTallbloke Someone has to make the interest payments on that $500mm. I don't know how that works. I've never sold short" @FreemyerGreg on X 2025-07-25 13:19:15 UTC 1042 followers, XX engagements
"I put this $eose (EOS Energy) summary report together with Co-pilot: ++++ Eos Energy Investment Uniquenesses (Strategic Focus Enhanced) - 15+ years of chemistry-first R&D Eos developed its proprietary Znyth zinc hybrid cathode chemistry over more than a decadeestablishing a deep technical moat and positioning itself as a non-lithium alternative for long-duration energy storage (LDES). - Reshoring manufacturing from China (2018) Under Joe Mastrangelos leadership Eos proactively shifted component sourcing and manufacturing from China to Pennsylvania anticipating geopolitical risk and supply" @FreemyerGreg on X 2025-07-19 11:40:09 UTC 1042 followers, 5106 engagements