# ![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1396742700523786240.png) @FreemyerGreg 🔋Greg🔋💎🤲

🔋Greg🔋💎🤲 posts on X about $eose, in the, eos, joe the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1396742700523786240/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1396742700523786240/c:line/m:interactions.svg)

- [--] Week [------] +32%
- [--] Month [-------] +102%
- [--] Months [-------] -16%
- [--] Year [---------] +70%

### Mentions: [--] [#](/creator/twitter::1396742700523786240/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1396742700523786240/c:line/m:posts_active.svg)

- [--] Week [--] +40%
- [--] Month [---] +21%
- [--] Months [---] -28%
- [--] Year [-----] +2.40%

### Followers: [-----] [#](/creator/twitter::1396742700523786240/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1396742700523786240/c:line/m:followers.svg)

- [--] Week [-----] +2.80%
- [--] Month [-----] +5.40%
- [--] Months [-----] +45%
- [--] Year [-----] +134%

### CreatorRank: [-------] [#](/creator/twitter::1396742700523786240/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1396742700523786240/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  71.74% [finance](/list/finance)  17.39% [countries](/list/countries)  2.9% [automotive brands](/list/automotive-brands)  2.9% [financial services](/list/financial-services)  1.45% [cryptocurrencies](/list/cryptocurrencies)  1.45% [travel destinations](/list/travel-destinations)  0.72% [technology brands](/list/technology-brands)  0.72%

**Social topic influence**
[$eose](/topic/$eose) #19, [in the](/topic/in-the) 13.04%, [eos](/topic/eos) #318, [joe](/topic/joe) 7.25%, [to the](/topic/to-the) 5.8%, [the next](/topic/the-next) 5.07%, [market](/topic/market) 4.35%, [end of](/topic/end-of) 4.35%, [at least](/topic/at-least) 4.35%, [project](/topic/project) 4.35%

**Top accounts mentioned or mentioned by**
[@spearfishingcap](/creator/undefined) [@philroberts](/creator/undefined) [@teslajlp](/creator/undefined) [@srvc76](/creator/undefined) [@diamondcuttrr](/creator/undefined) [@grassmanwilliam](/creator/undefined) [@sxsouthlamar](/creator/undefined) [@bertgilfoyle](/creator/undefined) [@brycexgreene](/creator/undefined) [@only4cbn](/creator/undefined) [@browpeak](/creator/undefined) [@jupupa1](/creator/undefined) [@genxjerk70](/creator/undefined) [@weo69z](/creator/undefined) [@bullstkpicks](/creator/undefined) [@deluks07](/creator/undefined) [@gfquadrini](/creator/undefined) [@hap0606](/creator/undefined) [@thehipskipple](/creator/undefined) [@lukebill13](/creator/undefined)

**Top assets mentioned**
[Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Goldman Sachs (GS)](/topic/goldman-sachs) [Tesla, Inc. (TSLA)](/topic/tesla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I should take a break from X until the next $eose PR or 6pm Tuesday whichever comes first. I doubt I will have the will power but if you don't hear from me you know why"  
[X Link](https://x.com/anyuser/status/1944588826766152149)  2025-07-14T02:44Z [----] followers, [----] engagements


"@TeslaJLP @EdwadSouth This from the Q3 transcript. Read the second half of the answer. $550mm is conservative for [----] assuming they have orders"  
[X Link](https://x.com/FreemyerGreg/status/2020116783890391088)  2026-02-07T12:45Z [----] followers, [--] engagements


"IVO put a thruster in space (low earth orbit) about [--] months ago that purports to do just that. Their website now says it is validated technology. They only added the validated statement recently. Several months of low earth orbit thrusting between launch of the satellite host and the statement on the website. But they only run the thruster for a minute at a time apparently. Hard for an outside observer to know if they truly are generating controlled thrust or not. https://ivolimited.us/ https://ivolimited.us/"  
[X Link](https://x.com/FreemyerGreg/status/2022311716885774690)  2026-02-13T14:07Z [----] followers, [----] engagements


"Missed compared to what Eos doesn't provide quarterly EPS guidance. During the Q3 [----] call they provided full year [----] guidance and they hit it. Admittedly it was an easy target to hit. Listen to the Q3 [----] call. They confidently guided to $150-$160 million in [----] guidance. John Mahaz (new COO) even said "Let me say it again" when talking about the production teams "laser focus" on meeting the production goals needed to meet guidance. The question most sceptics has is who the customers are. I don't know but Joe (the CEO) clearly thanked Nathan (the CFO) for bringing the customers to the"  
[X Link](https://x.com/FreemyerGreg/status/2022450130079686878)  2026-02-13T23:17Z [----] followers, [---] engagements


"@rebellucion @andrew_n_carr You need deeper pockets I am tempted to get the $200 monthly subscription from Cursor and not have to worry about it. Last month I was over $100 of excess usage (on top of my $60 subscription). I haven't hit $200 in a single month yet but I see it coming"  
[X Link](https://x.com/FreemyerGreg/status/2022638927753154847)  2026-02-14T11:47Z [----] followers, [--] engagements


"My loop has a couple extra iteration loops in it. 1) think 2) tell the AI the problem I'm thinking about and tell it to document the problem (not the solution). 3) review the problem description and return to 2) 4) tell the AI to add an implementation strategy to the doc. Make it piecemeal so debugging can be accomplished by layers of added functionality. 5) review the implementation strategy return to 4) 6) tell the AI it is time to implement the first step of the strategy. ++++"  
[X Link](https://x.com/FreemyerGreg/status/2022665043037311424)  2026-02-14T13:31Z [----] followers, [----] engagements


"The DD done on $eose is amazing See below. Note: during the call on Nov [--] Joe said the DOE loan size was being reduced. Apparently we now know the new size DOE loan update 🚨 (tipster did not want to be recognized) The DOE loan for $EOSE has been updated on 11/22 for a face value of $277.5M (originally $373.6M). I confirmed Loan [----] is Eos Energy from previous filings. (The total amount with subsidies on the gov books is $306M) https://t.co/zoomWpx7B5 DOE loan update 🚨 (tipster did not want to be recognized) The DOE loan for $EOSE has been updated on 11/22 for a face value of $277.5M"  
[X Link](https://x.com/anyuser/status/1861863069741203732)  2024-11-27T20:02Z [----] followers, [----] engagements


"The next step towards making @bert_gilfoyle a billionaire was just announced And me a multi-millionaire. Are you in the game $eose New market same mission. Weve signed a [--] GWh MoU with Frontier Power to bring safe long-duration energy storage to the UK to support grid reliability and system resilience. Read more here: https://t.co/1nVRLsnWYI New market same mission. Weve signed a [--] GWh MoU with Frontier Power to bring safe long-duration energy storage to the UK to support grid reliability and system resilience. Read more here: https://t.co/1nVRLsnWYI"  
[X Link](https://x.com/anyuser/status/1912139310909751747)  2025-04-15T13:41Z [----] followers, [----] engagements


"$eose I think I will have to retire my felt hat. Presumably a US felt provider is now in play. Over [--] weeks since the last South Korean import. I find that extremely bullish: - more US domestic content - no tariff risk - $eose likely is the sole customer (for now) of the custom graphite felt they are making. - soon (today In [--] days) will need a semi-truck load per day of felt. Great to have that be a US provider. - felt might be the higher density felt described 12/12 presentation. RPO is my current $eose obsession"  
[X Link](https://x.com/anyuser/status/1940457304215695827)  2025-07-02T17:07Z [----] followers, [----] engagements


"How big is NextEra from a TAM perspective Far larger than 4GWh over the next [--] 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 Weve been able to source ALL of our batteries from a COMPANY here in the US 🤔😉 Will see rest of industry pivot to this Its a multi-trillion $ industry says CEO of"  
[X Link](https://x.com/anyuser/status/1941460248167931992)  2025-07-05T11:32Z [----] followers, [----] engagements


"Nick did a much better job of promoting $eose. But for the BattFam here on X Joe gave us new info: - [---] employees at Turtle Creek (did we know that) - They worked the weekend before July [--] to pump up the Q2 shipment (revenue) numbers. For the last [--] 1/2 years Joe has always seemed like the revenue number didn't matter to him. It is exciting to me to hear they made the push to get Q2 numbers up. [--] additional cubes might be [--] additional million on the top line It is fantastic to see Joe acting like the CEO of a true manufacturing company for once"  
[X Link](https://x.com/anyuser/status/1944870959371944360)  2025-07-14T21:25Z [----] followers, [----] engagements


"$eose We are at month end: What a [--] year chart Are you invested"  
[X Link](https://x.com/anyuser/status/1984448508795998534)  2025-11-01T02:32Z [----] followers, [----] engagements


"Agreed but Eos guided to $150-$160mm of Revenue in [----]. Even the most skeptical think they did $100mm. $100mm would be 400MWh of delivered batteries in [----]. $150mm would be 600MWh in [----]. From what I can tell they are the leader in the non-lithium LDES space. FYI: This image is of the smaller of the [--] City Utilities sites in Springfield MO. [--] cubes https://twitter.com/i/web/status/2021687286736286168 https://twitter.com/i/web/status/2021687286736286168"  
[X Link](https://x.com/FreemyerGreg/status/2021687286736286168)  2026-02-11T20:46Z [----] followers, [--] engagements


"Interesting that this supersonic airplane startup is financing itself by selling its engines to datacenter operators for behind the meter electricity generation Experts: Boom will never be able to finance building an airplane and an engine. Ironic reality: The engine is so profitable it finances the airplane. (In all fairness neither experts nor I saw this coming.) Experts: Boom will never be able to finance building an airplane and an engine. Ironic reality: The engine is so profitable it finances the airplane. (In all fairness neither experts nor I saw this coming.)"  
[X Link](https://x.com/FreemyerGreg/status/2022293211423682762)  2026-02-13T12:54Z [----] followers, [----] engagements


"Have you seen the felt deliveries For $eose there will be the financial results of Q3 [----] and before in one bucket and Q4 [----] and beyond in another bucket. The company on the Q3 call repeatedly said "Q4 is a step change from Q3". We can see that in the felt deliveries. They stepped up almost 4x from Q3 to Q4. That isn't a simple ramp. It is a step change. (And yes John Mahaz said "step change" several times on the call.) Note the Q1 [----] isn't even half over and already Q1 [----] felt deliveries are over 50% of Q4 [----]. The increase isn't huge but the step change from Q3 to Q4 [----] set a new"  
[X Link](https://x.com/FreemyerGreg/status/2022437862000472100)  2026-02-13T22:28Z [----] followers, [----] engagements


"$eose I love a "step change" ++++ John Mahaz described the change from Q3 to Q4 as a "step change". We can see it in the felt deliveries @brycexgreene @SpearfishingCap @Rsulli6300 Have you seen the felt deliveries For $eose there will be the financial results of Q3 [----] and before in one bucket and Q4 [----] and beyond in another bucket. The company on the Q3 call repeatedly said "Q4 is a step change from Q3". We can see that in the felt deliveries. https://t.co/J1P3eiavEp @brycexgreene @SpearfishingCap @Rsulli6300 Have you seen the felt deliveries For $eose there will be the financial results"  
[X Link](https://x.com/FreemyerGreg/status/2022439230027243767)  2026-02-13T22:34Z [----] followers, [----] engagements


"@gfquadrini You misspelled M N [--]. MN8 is a spin-off from Goldman Sachs. Research them. They were added to the $eose backlog about [--] months ago; 750MWh"  
[X Link](https://x.com/FreemyerGreg/status/2022782959107895760)  2026-02-14T21:20Z [----] followers, [---] engagements


"I probably should but I'm just 95% simple shares. And 5% $eosew warrants. They mature Nov [--] at 5pm. $11.50 strike price. I'm one of the few that thinks they will mature in the money. This is my production tracking spreadsheet. Note column J. [---] MWh of production in Q2. The market doesn't see that crazy ramp because: - Half of Q2 production went to the BESS facility sitting beside the Torrecillas Wind Farm new Brownsville TX. - About 20% of Q2 production was held back as inventory (why). https://twitter.com/i/web/status/1952537230381043885 https://twitter.com/i/web/status/1952537230381043885"  
[X Link](https://x.com/FreemyerGreg/status/1952537230381043885)  2025-08-05T01:08Z [----] followers, [---] engagements


"$eose was $15mm of product in [----]. Guidance is $150mm in [----]. 7x the sales of $tti to $eose sounds like [----] guidance was met. Assumes the price per KWh fell some from [----] to [----]. Remember $eose told us raw materials price dropped significantly from Z3 launch to Q1 [----]. A 58% drop across all raw materials. https://twitter.com/i/web/status/2011405235458035766 https://twitter.com/i/web/status/2011405235458035766"  
[X Link](https://x.com/FreemyerGreg/status/2011405235458035766)  2026-01-14T11:49Z [----] followers, [----] engagements


"You're talking fraud Which of these are you thinking: - $eose presented false documents/financials to Goldman Sachs to support the guidance - Goldman Sachs performed no due diligence in regards to [----] guidance as part of the offering they did [--] weeks later - Goldman Sachs performed due diligence but knowingly ignored the fraudulent guidance ++++ I don't believe any of the above. Goldman Sachs isn't a shady operator. https://twitter.com/i/web/status/2017232043394977943 https://twitter.com/i/web/status/2017232043394977943"  
[X Link](https://x.com/FreemyerGreg/status/2017232043394977943)  2026-01-30T13:42Z [----] followers, [----] engagements


"$eose DOD EW25-8550 Eos is written all over this Started Federal Year [----] Ie. More than [--] months ago $EOSE & DoD Demo Sharing the front-page youre welcome to dig deeper for more details. https://t.co/mqY8sFDyQv https://t.co/IbY7wbpRZs $EOSE & DoD Demo Sharing the front-page youre welcome to dig deeper for more details. https://t.co/mqY8sFDyQv https://t.co/IbY7wbpRZs"  
[X Link](https://x.com/FreemyerGreg/status/2018709896900862456)  2026-02-03T15:35Z [----] followers, [----] engagements


"This is a very important slide. 48.4% tariffs === Oh that's for Li-ion cells for $FLNC to use. Never mind (unless you're a $FLNC owner)"  
[X Link](https://x.com/FreemyerGreg/status/2019160058886561895)  2026-02-04T21:24Z [----] followers, 34.1K engagements


"@Only4CBN @LucasSacerdote_ I'm curious Does $flnc have a path to profitability They are already scaled. What gets them over the hump"  
[X Link](https://x.com/FreemyerGreg/status/2019244765561418188)  2026-02-05T03:00Z [----] followers, [---] engagements


"@Hap0606 I am not expert on $flnc But I haven't seen a path to profitability presented. Have you $eose is saying: Gross Profit positive by the end of Q1 (next month). And EBITDA positive in the future. I think EBITDA positive happens when Line [--] is fully ramped. Q1 2027"  
[X Link](https://x.com/FreemyerGreg/status/2019430028463992969)  2026-02-05T15:16Z [----] followers, [---] engagements


"$eose 2026-02-04 charts $EOSE 🚨 FELT DELIVERY 🚨 [-----] K of felt was delivered on 2/4/26. (It was supposed to be delivered on 2/3/26 but not every thing is always on time when coming from overseas) @FreemyerGreg @philroberts https://t.co/KXfcufapjg $EOSE 🚨 FELT DELIVERY 🚨 [-----] K of felt was delivered on 2/4/26. (It was supposed to be delivered on 2/3/26 but not every thing is always on time when coming from overseas) @FreemyerGreg @philroberts https://t.co/KXfcufapjg"  
[X Link](https://x.com/FreemyerGreg/status/2019610691712479608)  2026-02-06T03:14Z [----] followers, 24K engagements


"I suspect $eose orders felt at least [--] days before it arrives at Los Angeles port. That means the great December deliveries told us how they thought the quarter would be as of early to mid-October. We heard the earnings call we knew how bullish they were. But these Feb deliveries tell us how things were going in early December or so. If production problems snuck into the equation around Thanksgiving or the first week or two of December I think we would have seen a drop off in order size. That hasn't happened. Instead it is basically steady as she goes. Just my opinion / NFA / DYOR I remain"  
[X Link](https://x.com/FreemyerGreg/status/2019614310566076911)  2026-02-06T03:29Z [----] followers, [----] engagements


"@srvc76 @thehipskipple I noticed Joe has told everyone to keep the serial numbers incognito"  
[X Link](https://x.com/FreemyerGreg/status/2019750986793795589)  2026-02-06T12:32Z [----] followers, [--] engagements


"@FuzzyPandaPA @Browpeak We are putting our trust in Joe's statement on the November earnings call that Nathan provided customers to allow $eose to meet $150mm guidance for [----]. None of us "know" what the customer mix is for the final $50mm of that"  
[X Link](https://x.com/FreemyerGreg/status/2019797677689503751)  2026-02-06T15:37Z [----] followers, [---] engagements


"@SpearfishingCap Joe said in that Davos interview that Line [--] would have initial production rolling off the line this spring. Q3 should have measurable Line [--] revenue. And if Q4 was $90mm I expect Q1 to exceed $110mm and Q2 to exceed $125mm. That is still 15% Q-on-Q growth"  
[X Link](https://x.com/FreemyerGreg/status/2019835183546200530)  2026-02-06T18:06Z [----] followers, [---] engagements


"@Jupupa1 @SpearfishingCap @GenXJerk70 OBBB credits mandate US manufacturing facilities"  
[X Link](https://x.com/FreemyerGreg/status/2020226017856745956)  2026-02-07T19:59Z [----] followers, [--] engagements


"I think it is very clear the new building can hold [--] single-flow lines. Raw materials in Indensity cubes out. Not quite as clear but I think it very likely that line [--] currently in Turtle Creek will get migrated to the new Marshall Township building in the next couple years. If so it will take up one of the [--] spaces available"  
[X Link](https://x.com/FreemyerGreg/status/2020294544768512304)  2026-02-08T00:32Z [----] followers, [--] engagements


"@cullen_f @weo69z You're saying Mark is going to sublease space for toilet paper stock @MarkGregory1313"  
[X Link](https://x.com/FreemyerGreg/status/2020338511434629198)  2026-02-08T03:26Z [----] followers, [--] engagements


"Every $eose investor should read this. "The AI Datacenter Power Problem is Worse than You Think (It's not just capacity)" Interesting read on Reddit. https://t.co/U549LXQDqi https://t.co/7zPwLM6C4Y "The AI Datacenter Power Problem is Worse than You Think (It's not just capacity)" Interesting read on Reddit. https://t.co/U549LXQDqi https://t.co/7zPwLM6C4Y"  
[X Link](https://x.com/FreemyerGreg/status/2020511737531826655)  2026-02-08T14:55Z [----] followers, [----] engagements


"I need to spend some time with Homie' spreadsheet but if this is close to accurate the $eose financial advantage over ultra-low cost Chinese imported LFP cells is truly massive @FreemyerGreg I added in the annual and total expenses for HVAC and Fire Supression maintenance. I then also incorporated the estimated hazardous waste transport and recycling costs for lithium BESS. It noted LFP is likely to have little to no salavage value especially when compared to NMC. https://t.co/AF47xHuhf8 @FreemyerGreg I added in the annual and total expenses for HVAC and Fire Supression maintenance. I then"  
[X Link](https://x.com/FreemyerGreg/status/2020518146084352446)  2026-02-08T15:20Z [----] followers, [----] engagements


"$eose Indensity Thinking data centers - any pallet jack experts out there A single Indensity core is about [----] lbs (112 Z3 @ 45lb/z3 plus the frame and extra components). If 4' x 5' base that's [--] sq ft. Or about [---] lb/square foot. Getting raised floor rated for 300lb/sq ft I believe is very feasible. But now you have put that monster into place if it is going to be inside the data center walls. A fork lift with that load I suspect is too heavy to operate on a raised floor Could a pallet jack made to distribute the load out and minimize point loads do the job The ones I have used only have"  
[X Link](https://x.com/FreemyerGreg/status/2020520132141891726)  2026-02-08T15:28Z [----] followers, [----] engagements


"@LukeBill13 That's what they use in data centers. I'm envisioning a Core for every aisle of computer racks"  
[X Link](https://x.com/FreemyerGreg/status/2020531726691250286)  2026-02-08T16:14Z [----] followers, [---] engagements


"You seem to know far more than me. But I studied electrical engineering at the masters level (40 years ago). The Indensity Core is a new offering. It isn't a UPS perse. In a training datacenter current draw changes at the sub-millisecond level are going to create rf effects and power loss in the wires. Putting a supercapacitor bank internal to the racks will reduce that problem drastically but you still have significant current draw variations at the sub-second level. Putting a 5000lb 150KWh 800vdc Indensity Core battery with [--] millisecond response time within feet of the aisle it is"  
[X Link](https://x.com/FreemyerGreg/status/2020845862381912107)  2026-02-09T13:02Z [----] followers, [----] engagements


"$eose Thoughts from any electrical engineering types out there. Does putting Indensity Cores inside the compute room of a datacenter bring value My thought is yes. Isolated battery/UPS rooms came about due to battery fire risk noise and toxicity. None of which the Indensity Core has. Others @scottmellegaard You seem to know far more than me. But I studied electrical engineering at the masters level (40 years ago). The Indensity Core is a new offering. It isn't a UPS perse. In a training datacenter current draw changes at the sub-millisecond level are going to create rf effects"  
[X Link](https://x.com/FreemyerGreg/status/2020858120889663576)  2026-02-09T13:51Z [----] followers, [----] engagements


"Talk to me about: - production line - how mature is it CapEx per GWh How fast (calendar days) to add an additional line - end-to-end : what do they buy for materials $eose buys cathodes anodes electrolyte and delivers energy cubes. Line [--] has [--] major sections with forklifts and elevators between manufacturing sections. Line [--] is a few months from operational and it will have continuous work-in-progress flow. No forklifts in the middle of the manufacturing process. https://twitter.com/i/web/status/2020944457370067164 https://twitter.com/i/web/status/2020944457370067164"  
[X Link](https://x.com/FreemyerGreg/status/2020944457370067164)  2026-02-09T19:34Z [----] followers, [---] engagements


"@freebirdsteven @TeslaJLP @OldMateEngineer I don't think Duquesne crossed Joe's lips during a quarterly call ++++ The Duquesne zoning commission (or it's equivalent) issued a building permit for $eose. The DOE loan docs talk about Duquesne as an alternate location"  
[X Link](https://x.com/FreemyerGreg/status/2020983938332885482)  2026-02-09T22:11Z [----] followers, [----] engagements


"@DiamondCuttrr Why is $eose only TRL [--] Still lacking sufficient field data"  
[X Link](https://x.com/FreemyerGreg/status/2021212992721801630)  2026-02-10T13:21Z [----] followers, [---] engagements


"I hope Modoenergy is behind in their intelligence gathering. Are they saying less than [--] GWh/year of manufacturing capacity combined for all non-lithium LDES. $eose alone has more than that or all of us truly have been hoodwinked. And several of the colored rectangles for $eose are wrong in my opinion. Modoenergy giving $eose a TRL-8 is probably also because they haven't kept up https://twitter.com/i/web/status/2021220640896807014 https://twitter.com/i/web/status/2021220640896807014"  
[X Link](https://x.com/FreemyerGreg/status/2021220640896807014)  2026-02-10T13:52Z [----] followers, [---] engagements


"FYI: If Eos were to disclose I think they would be at the top of that list of technologies for MWh in operation or under construction. The Springfield Missouri City Utilities project is their biggest to date at [---] MWh. It has been fully delivered and the batteries are onsite. It is not a pilot project but a full blown installation. The Eastover SC project with Pine Gate Resources might be their second largest fully delivered project at [--] MWh. Alternatively they announced a [---] MWh order in December [----] for IEP doing a project at Camp Pendleton in California. Deliveries of batteries for"  
[X Link](https://x.com/FreemyerGreg/status/2021225231713464366)  2026-02-10T14:10Z [----] followers, [----] engagements


"$eose Thought of the day. It is time to re-read the Frontier-Eos press release. It was published mere months after [--] GWh of projects involving Frontier-Eos advanced past the first selection gate for the UK Cap and Floor Scheme. The second selection gate is this spring (possibly as soon as [--] weeks away). Was Frontier needing to prove to regulators that Zinc-halide batteries were a truly viable technology for [--] GWh of awards. Was the 200+ MWh order a rush order by Frontier to get cubes to build meaningful size demonstration sites Is that why Cerberus fronted the cash to pay for the projects"  
[X Link](https://x.com/FreemyerGreg/status/2021236802741293554)  2026-02-10T14:56Z [----] followers, [----] engagements


"As of right now and thinking about the immaturity of the LDES space as documented by Modo Energy a few days ago it is starting to seem very likely to me. $eose needs to prove they are TRL-9 (or TRL-8 plus) and they aren't quite there it seems. Standing up some demo sites in hurry could truly help them get past selection gates [--] and [--] of the UK Cap and Floor Scheme. And the deadline won't move. Those awards happen late this summer. No time to waste on Frontier's part. https://twitter.com/i/web/status/2021241896983486705 https://twitter.com/i/web/status/2021241896983486705"  
[X Link](https://x.com/FreemyerGreg/status/2021241896983486705)  2026-02-10T15:16Z [----] followers, [---] engagements


"@shoogahsnaps @GrassmanWilliam Did you read his card: Works for Eos as a supply chain leader"  
[X Link](https://x.com/FreemyerGreg/status/2021288327467745355)  2026-02-10T18:21Z [----] followers, [--] engagements


"Is someone building a building to hold $eose Indensity Cores @temu143 Yea Im not sure what to make of it. - project in PJM. - EOS employee liked post. But also could be nothing. @temu143 Yea Im not sure what to make of it. - project in PJM. - EOS employee liked post. But also could be nothing"  
[X Link](https://x.com/FreemyerGreg/status/2021291728968249463)  2026-02-10T18:34Z [----] followers, [----] engagements


"@SpearfishingCap The Talon PR talked about leveraging $eose Z3 BESS at existing Talon natural gas generation plants. I didn't know they were even trying to branch out into data centers"  
[X Link](https://x.com/FreemyerGreg/status/2021354139482194126)  2026-02-10T22:42Z [----] followers, [---] engagements


"@weo69z May [--] $35 calls are still cheap I've got [--] contracts now Just rolling the dice alo g with big spender a couple weeks back"  
[X Link](https://x.com/FreemyerGreg/status/2021440041566994712)  2026-02-11T04:23Z [----] followers, [--] engagements


"Basically weekly felt deliveries started on Nov [--]. Today marks a full quarter of weekly routine felt shipments. Quantity has a quality all its own $eose for the win Weekly $eose felt chart update. It's almost boring https://t.co/BZsoNQPspU Weekly $eose felt chart update. It's almost boring https://t.co/BZsoNQPspU"  
[X Link](https://x.com/FreemyerGreg/status/2021594115914293455)  2026-02-11T14:36Z [----] followers, 16.3K engagements


"Frontier - [---] MWh (from memory -- a solid order) MN8 - 750MWh (A MSA but Joe/Nathan called it an order) Talon - multiple GWh (an MOU - not classified as an order) ===== Talon has at least a few already permitted jobs around 400MWH and they have Eos showing up a key partner for their future. Line [--] seems sold out for [----] based on the above. https://twitter.com/i/web/status/2021676701764190534 https://twitter.com/i/web/status/2021676701764190534"  
[X Link](https://x.com/FreemyerGreg/status/2021676701764190534)  2026-02-11T20:04Z [----] followers, [--] engagements


"@mymorristribe @FirewatchDeluz @QuickBooks I used QB desktop desktop from [----] or so to [----]. (I was the company founder of [--] sequential companies). Not too bad. In [----] I took a job with a company doing QB online. I hated it and have avoided it like the plague"  
[X Link](https://x.com/FreemyerGreg/status/2022165600043475290)  2026-02-13T04:27Z [----] followers, [--] engagements


"@SXSouthLamar @propst_austin Define huge percentage I have a cubes shipped column in my estimation. [---] or so more I assume shipped in Q4. [---] more in January"  
[X Link](https://x.com/FreemyerGreg/status/2022257432613822682)  2026-02-13T10:31Z [----] followers, [--] engagements


"Felt we have analyzed. I think 450kg to [---] kg is the very likely range per cube. That includes waste [---] Z3s per cubes so dive by [---] for an individual Z3. The customs documents show the price at the dock is $20/kg (includes ocean transport cost). That doesn't include any US tariffs nor US ground transportation from the dock to Turtle Creek. With higher volume and/or a US producer that might come down another 25% https://twitter.com/i/web/status/2022306905788502210 https://twitter.com/i/web/status/2022306905788502210"  
[X Link](https://x.com/FreemyerGreg/status/2022306905788502210)  2026-02-13T13:48Z [----] followers, [--] engagements


"If they have a differentiated capital gains and normal taxes they will want to get their basis in place a year or more before they plan to sell. Grok tells me it's a real issue and the warrant exercise date starts the [--] year clock. Grok also says there is no tax due on exercise. If Grok knows what it is talking about Cerberus will want to exercise sooner than later if they have plans to exit. I think it is safe to say that allowing the lockup to be extended to June [----] means they don't plan to exit before June [--]. +++++ Above is pure Grok. I know nothing about these matters ."  
[X Link](https://x.com/FreemyerGreg/status/2022668654773497989)  2026-02-14T13:46Z [----] followers, [--] engagements


"@3pointedit @Andercot Apparently they had system issues that restricted the test far below the goal. I'm not aware of what the problems were but it seems it wasn't the thruster"  
[X Link](https://x.com/FreemyerGreg/status/2022480246637744142)  2026-02-14T01:17Z [----] followers, [--] engagements


"@Dr_Gingerballs @DavidBCollum I had a favorite Mexican restaurant. A $90 bill pre-tip removed it from my list. [--] normal meals and [--] drinks doesn't $90 make. The crowd was very small that night. I suspect many others agreed with me"  
[X Link](https://x.com/FreemyerGreg/status/2022642677448347965)  2026-02-14T12:02Z [----] followers, [--] engagements


"Weekly $eose felt chart update. It's almost boring $EOSE 🚨 FELT DELIVERED 🚨 [-----] K of felt delivered on 02/10/2026. @FreemyerGreg @philroberts https://t.co/TfUqEK9h0p $EOSE 🚨 FELT DELIVERED 🚨 [-----] K of felt delivered on 02/10/2026. @FreemyerGreg @philroberts https://t.co/TfUqEK9h0p"  
[X Link](https://x.com/FreemyerGreg/status/2021592541364105227)  2026-02-11T14:29Z [----] followers, [----] engagements


"@trevcare @philroberts A thought. Maybe the divider is only [--] pieces and full white plastic piece in the picture is made of conductive plastic If so what a graceful way to design that Fantasy of an insomniac"  
[X Link](https://x.com/FreemyerGreg/status/2022600535702991251)  2026-02-14T09:15Z [----] followers, [--] engagements


"Maybe. Have you ever brought a $100+ million order to the closing table Neither have I but even $5mm orders can take forever to close. The due diligence buyers exercise can be extreme And wasn't it yesterday the IRS provided another big part of the One Big Beautiful Bill puzzle. When the IRS controls $10s of millions of CapEx expense on a $100mm project it is hard for buyers to sign on the dotted line https://twitter.com/i/web/status/2022656010851152245 https://twitter.com/i/web/status/2022656010851152245"  
[X Link](https://x.com/FreemyerGreg/status/2022656010851152245)  2026-02-14T12:55Z [----] followers, [--] engagements


"Any analysis as to why What price per KWh ============ My work My Q3 worksheet says $eose booked $228.80 per MWh in Q3. If that was 80% of sales price then the sales price of the Q3 delivered cubes was $286/KWh. And a cube is presumably 0.800MWh so we end up at $228.80K per cube. [--] cubes would be $457.60K Finished Goods was $465K. Given the estimates in the process that's basically a perfect match. https://twitter.com/i/web/status/2022807618817814797 https://twitter.com/i/web/status/2022807618817814797"  
[X Link](https://x.com/FreemyerGreg/status/2022807618817814797)  2026-02-14T22:58Z [----] followers, [---] engagements


"@secretsqrl123 Have you read Peter Zeihan His books for the last [--] years foretold the Russian invasion of Ukraine by no later than the early 2020s His reasoning was heavily dependent on the Demographics you reference He said if they waited any longer they wouldn't have enough men to fight"  
[X Link](https://x.com/FreemyerGreg/status/1767524397500314086)  2024-03-12T12:13Z [----] followers, [----] engagements


"$eose I am a fraction of a penny from green in my main $eose investing account"  
[X Link](https://x.com/anyuser/status/1807838336952029434)  2024-07-01T18:07Z [----] followers, [----] engagements


"$eose I see a lot of mis-use of the word moat. What prevents Tesla from developing their own 6-15 hr duration solution The answer to that question is made of moats. Have you thought about it ==== For $eose there are moats for different players successfully competing in the US market. Chinese competition: The US Congress doesn't want them in the US market. CATL tried to do a JV with Ford for EV batteries. Congressmen convinced Ford to back out Congress recently enacted law that banned the US military from using CATL grid batteries from [----] forward (as I recall it specified CATL specifically)."  
[X Link](https://x.com/anyuser/status/1811738940916805841)  2024-07-12T12:26Z [----] followers, 21.8K engagements


"Look at this chart I wish I would have loaded the boat [--] months ago Oh yeah I did $eose"  
[X Link](https://x.com/anyuser/status/1843383591906259371)  2024-10-07T20:11Z [----] followers, [----] engagements


"A peek inside my $eose fantasy life: - Q1 [----] sees [--] GWh in new firm orders (Sunstone phase 1: 1.2GWh; Puerto Rico: [----] GWh; Desert Wren: [---] GWh; ACE: [---] GWh) - Q1 sees firm backlog grow by $1B - Q1 deposits at 15% of new firm orders - Q1 deposits grow by $150mm - Factory-2 paid for out of new deposits - The Cerberus $105mm revolver is used to buy raw materials to manufacture.the above. - 45X credits from the new orders would be about $200mm once shipped so the finances work out"  
[X Link](https://x.com/anyuser/status/1870884219716775960)  2024-12-22T17:28Z [----] followers, [----] engagements


"Read the highlighted text. It reads much stronger to me than previous statements. $eose is going to need Factory-2 [---] [---] and [---] ASAP [----] is going to be a year to remember Happy New Year's to all $EOSE & FlexGen 🤝 Partnering with Eos for [--] GWh of long-duration (8-hour) fully US-based solutions. https://t.co/yFwMSW9xaw $EOSE & FlexGen 🤝 Partnering with Eos for [--] GWh of long-duration (8-hour) fully US-based solutions. https://t.co/yFwMSW9xaw"  
[X Link](https://x.com/anyuser/status/1874314997079392323)  2025-01-01T04:41Z [----] followers, [----] engagements


"$eose Did you hear 10% credit on active components is $1-$3/KWh. That means electrolyte+anode+cathode is only $10-$30 per KWh. That is the most bullish fact I have heard since Cerberus announcement in June The rest of battery is totally commodity/low cost. Boys and girls we have a huge winner on our hands $eose $eose $eose"  
[X Link](https://x.com/anyuser/status/1879895871430468047)  2025-01-16T14:17Z [----] followers, [----] engagements


"$eose Joe was just on Big Fox Martha McCullum I don't think I learned anything but he handled himself well and when asked about AI he said $eose was a perfect partner for AI because of all the power they need"  
[X Link](https://x.com/FreemyerGreg/status/1910778899639705862)  2025-04-11T19:36Z [----] followers, [----] engagements


"Today's dilemma How to unwind a [--] million share short in a company with low trade volume $eose"  
[X Link](https://x.com/anyuser/status/1912146785868394650)  2025-04-15T14:11Z [----] followers, [----] engagements


"If you have the slightest interest in physics or energy you should have this test at the top of your curiosity list at a minimum. For roughly [---] years lab tests have detected anomalous thrust from some capacitors or similar. It wasn't compatible with existing Newtonian Einsteinian or even Quantum Mechanical views of the universe so the results were brushed off as an anomaly and basically ignored. Roughly [--] years ago Mike McCulloch independently developed a new physics hypothesis based on galactic mechanics and by happenstance it also predicted thrust from some capacitors. IVO Ltd. took a"  
[X Link](https://x.com/anyuser/status/1942967348316577824)  2025-07-09T15:21Z [----] followers, [----] 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"  
[X Link](https://x.com/anyuser/status/1946535527399977100)  2025-07-19T11:40Z [----] followers, 12.1K engagements


"$eose The 8K is not selectable text But in the Outlook section they say they expect Line [--] to be ramped to [--] GWh/yr by the end of [----]. That is a very aggressive statement ++++"  
[X Link](https://x.com/anyuser/status/1950663512155648476)  2025-07-30T21:03Z [----] followers, [----] engagements


"I'm enjoying my $eose profits In another [--] weeks I should have a monster swim spa sitting on that lower slab And the upper patio should be about 3x the current size"  
[X Link](https://x.com/anyuser/status/1970300420208648653)  2025-09-23T01:33Z [----] followers, [----] engagements


"'Eos will expand its manufacturing capacity with a new state-of-the-art [------] sq. ft. facility in Marshall Township PA' Oh. My. God [------] Sq ft Eos + Talen Energy are teaming up to power Pennsylvanias AI future🔋 By combining Eos American-made tech with Talens generation portfolio well deliver LDES enhance grid reliability and support the next generation of American digital infrastructure https://t.co/xyGjqqut9c https://t.co/dOjn1m7h7B Eos + Talen Energy are teaming up to power Pennsylvanias AI future🔋 By combining Eos American-made tech with Talens generation portfolio well deliver LDES"  
[X Link](https://x.com/anyuser/status/1980611478437666905)  2025-10-21T12:25Z [----] followers, [----] engagements


"This nice post isn't getting the views it deserves $eose @propst_austin Not sure if this helps but I'm rewatching the announcement for hidden nuggets. There is B-Roll footage and at 42:07 timestamp there is a cube (Z3GTI-384) in view. I can't quite read the one next to it though video link: https://t.co/C57YJNiG8U https://t.co/4BDZJGuaqq @propst_austin Not sure if this helps but I'm rewatching the announcement for hidden nuggets. There is B-Roll footage and at 42:07 timestamp there is a cube (Z3GTI-384) in view. I can't quite read the one next to it though video link: https://t.co/C57YJNiG8U"  
[X Link](https://x.com/anyuser/status/1980978792509399154)  2025-10-22T12:45Z [----] followers, [----] engagements


"$eose Reminder that the first rumors of Tesla and CATL partnering in effect to setup a LFP manufacturing line was March [----]. [--] 1/2 years later Tesla still doesn't have LFP cells rolling out of their Sparks NV factory. Maybe they will soon but making batteries isn't easy. Not even for Tesla. I for one am extremely pleased with where $eose is [--] months after the condition DOE loan was approved and only [--] months after the DOE loan fully closed"  
[X Link](https://x.com/FreemyerGreg/status/1982126200681099762)  2025-10-25T16:44Z [----] followers, [----] engagements


"I wish I had a $100 for everytime I made my annual salary in a single day with $eose. ==== Oh yeah I do And then some"  
[X Link](https://x.com/FreemyerGreg/status/1984338057236296061)  2025-10-31T19:13Z [----] followers, [----] engagements


"Updated chart [-----] cubes shipped. I was guessing [---]. In a sense good news because the missing [--] cubes likely went out in Oct. That is Oct is more ramped than I expected. $s/MWh is only $228.8 per my calculation. This seems too low. If only 80% of the ASP is being recognized upon shipping that comes out to $286/KWh. $286/KWh is very close to my estimate. I added [--] new column for Revenue/Cube. I don't know why they are different values. Not sure which one is more accurate. But both seem too low. Again I don't think 100% of ASP is being recognized upon shipment"  
[X Link](https://x.com/FreemyerGreg/status/1986192516144566481)  2025-11-05T22:02Z [----] followers, [----] engagements


"What a great call $eose [--] days to build a line If big orders hit we might be looking at Line [--] in Q3 [----] and Line [--] in Q4 [----] John Mahaz didn't shy away from a $95mm Q4 in the slightest I hope potential customers were listening in"  
[X Link](https://x.com/anyuser/status/1986440031691551115)  2025-11-06T14:26Z [----] followers, [----] engagements


"If this hits it will consume an entire year's production from one line. Possibly all of Line [--] for Q3'26 Q4'26 Q1'27 Q2'27. Think about it. This one project could sell out Line [--] until the middle of [----]. More likely if I was IEP I would want 100% of [--] lines in Q1'27 and Q2'27. Why hold onto the early cubes for a year That's not too far away for $eose to planning And the down payment on the order is probably enough to fund the CapEx on Line [--]. $eose $EOSE - update on Hummingbird. Its coming. https://t.co/R0PDCl4Pkd $EOSE - update on Hummingbird. Its coming. https://t.co/R0PDCl4Pkd"  
[X Link](https://x.com/anyuser/status/1987967873961382188)  2025-11-10T19:37Z [----] followers, [----] engagements


"$eose I decided to add an unrestricted cash column to my tracking table. It was a relatively low $58.733mm at the end of Q3. Very likely a raise was required. Fortunately the warrants are currently maturing and $80mm should be added to that unrestricted cash total. Also in October $43mm of cash came in from customers. Not sure how much of that was unrestricted but I'm thinking at least some of it was. At a minimum I think Q4 should end with more unrestricted cash than Q3 did"  
[X Link](https://x.com/anyuser/status/1989486443517845664)  2025-11-15T00:11Z [----] followers, [----] engagements


"@Enumatilster @SamRamani2 The Norway-Poland pipeline started construction years ago. Poland has been planning for at least [--] years to quit importing Russian gas as of 2023-01-01. Russia shutting down the pipeline from Russia to Poland in the spring didnt really change things much for Poland"  
[X Link](https://x.com/FreemyerGreg/status/1576189934859583489)  2022-10-01T12:38Z [----] followers, [---] engagements


"Of the 1st [----] MWh of $eose Z3 produced [---] MWh is scheduled to go to a large peaking plant by Carson Hybrid Energy Storage The details from the planning submission are interesting Construction complete by June [----] (per the May [----] application): https://www.cityofturlock.org/_pdf/planningprojectfile.aspid=674 https://www.cityofturlock.org/_pdf/planningprojectfile.aspid=674"  
[X Link](https://x.com/anyuser/status/1731663053916139685)  2023-12-04T13:13Z [----] followers, 15.7K engagements


"$eose Look at the first picture. That beast was built with fork lift slots If they did that with all the stations this thing is going to pop together like tinker toys The first photo is from 9:30 this morning the second is from 4:30 this evening. https://t.co/FIzEhhCYLo The first photo is from 9:30 this morning the second is from 4:30 this evening. https://t.co/FIzEhhCYLo"  
[X Link](https://x.com/anyuser/status/1790845482144498031)  2024-05-15T20:43Z [----] followers, [----] engagements


"$eose I did NOT have $1.70 before the 4th on my bingo card [--] weeks ago This is literally crazy"  
[X Link](https://x.com/anyuser/status/1808534644658155790)  2024-07-03T16:13Z [----] followers, [----] engagements


"@TheAlphaThought I kept my brand new [----] Honda for 175k miles. Not stupid. Replaced it with a brand new [----] Honda. Now at 55k miles. Plan to keep it until 200k miles. Not stupid"  
[X Link](https://x.com/anyuser/status/1808879204668191123)  2024-07-04T15:03Z [----] followers, [----] engagements


"$eose For the last [--] years $eose was a binary investment. Either it was going to go under (bankruptcy) or it was going to soar to high heights. [--] weeks ago we found out it wasn't going under. The soaring has started how long and how high will it go"  
[X Link](https://x.com/anyuser/status/1812146587742720106)  2024-07-13T15:26Z [----] followers, [----] engagements


"Without fracking the US is Europe. A past its peak society that depends on the rest of the world to let it pretend it is significant. With fracking the US is the strongest economy in the world in [----] and will remain so for the rest of the century. To not support fracking in the US is to not support the US at all"  
[X Link](https://x.com/FreemyerGreg/status/1826430366057406543)  2024-08-22T01:25Z [----] followers, [----] engagements


"$eose Many of the EosSphere seem to think Cerberus partnered up with $eose to get 1/3rd of the benefit of project AMAZE. I'm not one of those people. I think Cerberus has its sights set on $eose having the below in 2030: [--] US domestic lines @ [--] GWh each (64 GWh per annum) [--] EU lines (minimum) [--] India lines (minimum) [--] Australia lines (minimum) [--] lines total @ $300m each EBITDA that's $7.8B EBITDA A trivial 10x gets the market cap to $80B. [---] million fully diluted shares is $200/share Thus my [----] $200 PT $EOSE 🔋🌏 https://t.co/ps0vfbSEy8 $EOSE 🔋🌏 https://t.co/ps0vfbSEy8"  
[X Link](https://x.com/anyuser/status/1826975298786627943)  2024-08-23T13:30Z [----] followers, [----] engagements


"@Alien_Scientist Have you read @memcculloch book that proposes a theory for how the Buhler devices derive thrust It might help you optimize your design assuming McCulloch is right"  
[X Link](https://x.com/FreemyerGreg/status/1838749211405255041)  2024-09-25T01:15Z [----] followers, [---] engagements


"@Noahpinion Good news it has continued for [--] more months beyond that data and it has led to more US construction jobs than ever in the history of the country"  
[X Link](https://x.com/FreemyerGreg/status/1838752610863419475)  2024-09-25T01:29Z [----] followers, 13.2K engagements


"@bert_gilfoyle $eose Picture of the day:"  
[X Link](https://x.com/FreemyerGreg/status/1852021221619314793)  2024-10-31T16:14Z [----] followers, [----] engagements


"$eose [---] MWh If manufactured in [----] this order is almost 50% of [----] capacity Think long and hard about that [---] MWh and [---] cubes exactly as predicted. https://t.co/82sZpwEtIv [---] MWh and [---] cubes exactly as predicted. https://t.co/82sZpwEtIv"  
[X Link](https://x.com/FreemyerGreg/status/1852028738805940365)  2024-10-31T16:43Z [----] followers, [----] engagements


"$eose We all know Cerberus required $5mm in Q3 revenue. We know it didn't happen. But did $eose manufacture $5mm in Z3s in Q3 Looking at the inventory it sure looks like they did. My guess is [--] cubes were ready to ship (or transit) and $4.6mm worth of Z3s were manufactured and stacked up waiting for enclosures to put them in. So $5mm revenue wasn't achieved but $5mm of output from SOTA was achieved. This post should be worthy of [----] likes"  
[X Link](https://x.com/anyuser/status/1854094439129518253)  2024-11-06T09:32Z [----] followers, [----] engagements


"It isn't a theoretical question for me. About 30% of my net worth is in the stock market. 100% of the portfolio is in $eose. $3 today $12 in [--] months Then I expect a double each year $24 EOY [----] $48 EOY [----] $96 EOY [----] $192 EOY [----] I plan to exit at some point in [----] but that might change as we get closer. $eose is the little man on the left this picture. The President is Uncle SAM. The dog is Cerberus. A $65B behemoth that is very politically connected and is planning to make huge money from clean energy investments over the next 5+ years. $eose is one of their vehicles for leveraging"  
[X Link](https://x.com/anyuser/status/1865966762858000387)  2024-12-09T03:48Z [----] followers, [----] engagements


"$EOSE My congratulations to @PoweredByEos @JoeMastrangelo8 @KroekerNathan @mc_bee4 Yesterday was a momentous day Gravely is a powerful voice in the US BESS community and yesterday while talking about $eose he said "Right now they're the leader in the industry." That was said at the culmination of a long process to identify exactly that. Questionnaires RFIs RFPs were all issued. That statement was not made lightly $12mm may have been awarded yesterday but it is the pilot product at the forefront of a multi-billion dollar BESS build-out campaign being orchestrated between the CEC and the"  
[X Link](https://x.com/anyuser/status/1867191579552981428)  2024-12-12T12:55Z [----] followers, [----] engagements


"Merry Christmas to the $eose family"  
[X Link](https://x.com/anyuser/status/1871897300991406364)  2024-12-25T12:34Z [----] followers, [---] engagements


"$eose I am not a vindictive person. Let bygones be bygones. But that doesn't mean facts should be forgotten. For $eose [----] was a very manipulated year. I don't think anyone will argue that statement isn't true. You can treat that as fact. Iceberg Don and @Zerosumgame33 are the [--] most certain to have been manipulators. It isn't clear to me if they worked together or separately. And it isn't clear it was just the [--] of them that were manipulating the SP in [----]. For those that bought shares in the $4s or even in the $5s it has been a very long [--] 1/2 years to get back to even. OTOH I am fully an"  
[X Link](https://x.com/anyuser/status/1880979261189660760)  2025-01-19T14:02Z [----] followers, [----] engagements


"In this age of AI what is needed is strong language and logical skills. It doesn't have to be English but you need to be able to clearly communicate with the AI of your choice and come up with a clear plan. The details of the language are less important month by month right now"  
[X Link](https://x.com/FreemyerGreg/status/1888970364727799943)  2025-02-10T15:16Z [----] followers, [----] engagements


"Just reviewing the $eose DOE Loan closing document. I hadn't realized before now that the agreement (contract) only gives $eose until Dec [--] [----] to achieve SAT on Lines [--] & [--] if they want those Tranches Anyone thinking Line [--] and/or Line [--] is a [----] SAT event needs to re-think that: ===="  
[X Link](https://x.com/anyuser/status/1904644085572329871)  2025-03-25T21:18Z [----] followers, 15K engagements


"$eose had $15.6mm in [----] revenue My analysis says Q1 will be $15-$20mm in revenue (given enclosures are no longer a bottleneck). How will the market react if Q1 revenue exceeds all of 2024"  
[X Link](https://x.com/FreemyerGreg/status/1910332877994078251)  2025-04-10T14:03Z [----] followers, [----] engagements


"OMG $eose For those new to $eose. They had revenue of $15.3mm in [----] and this MOU is for in excess of $1B worth of product And it apparently only covers the UK (for now) New market same mission. Weve signed a [--] GWh MoU with Frontier Power to bring safe long-duration energy storage to the UK to support grid reliability and system resilience. Read more here: https://t.co/1nVRLsnWYI New market same mission. Weve signed a [--] GWh MoU with Frontier Power to bring safe long-duration energy storage to the UK to support grid reliability and system resilience. Read more here: https://t.co/1nVRLsnWYI"  
[X Link](https://x.com/FreemyerGreg/status/1912126442940354703)  2025-04-15T12:50Z [----] followers, [----] engagements


"$eose is speaking now on the LDES panel. (Justin Vagnozzi) Enervenue just finished. Brief intros then apparently a long Q&A Might be interesting No "wild price swings in supply chain" first new statement"  
[X Link](https://x.com/FreemyerGreg/status/1917978887113314628)  2025-05-01T16:26Z [----] followers, [----] engagements


"Listening to the LDES panel that just concluded I think Eos Energy ($eose) was easily in the leadership group. And arguably they stood out above the rest. They talked about overcoming bankability. Only ESS seemed at that point as well. That is achieving bankability is a primary current concern. The rest hadn't gotten that far in their corporate lifecycle as far as I could tell. Also $eose is seeing "integration" issues with LDES in the field. They said it was a major shortcoming for some. $eose was said to be performing better in the field than they would advertising. That is integration"  
[X Link](https://x.com/anyuser/status/1917999946239758632)  2025-05-01T17:49Z [----] followers, [----] engagements


"$eose ==== Dream world: Pine Gate approached $eose a few months back and told them we really want to go with you guys but we can't do a project this big with you with your current balance sheet. Sorry about that. Nathan reply: I understand. What if we somehow paid off the Koch subsidiary and locked Cerberus in for another year and lowered the interest rate below 7%. And added a bunch of cash to the balance sheet in the bargain Obviously we have sell stock and restructure our debt stack to do that. PGR: that would put a different slant on things. Get back to us when it is done"  
[X Link](https://x.com/anyuser/status/1930304172274135469)  2025-06-04T16:42Z [----] followers, [----] engagements


"$eose I was thinking to myself: What is the most bullish thing I've ever heard Joe say I settled on the below. We don't talk about it. Why not Too bullish +++ From the Q1 call: ===================== Chip Moore Analyst Roth Capital: Good morning. Thanks for taking the question. I want to maybe ask about subassembly automation. I think you said your first terminal cell passed slight acceptance. Just any more color on early integration there And then maybe help us think about that ramp in Q3 and how to think about the revenue trajectory baked into guidance Joe Mastrangelo CEO EOS Energy: Hey"  
[X Link](https://x.com/anyuser/status/1931922361097290066)  2025-06-09T03:52Z [----] followers, [----] engagements


"$eose We have all seen the 12/12 slide that has a picture of a bipolar divider. Note the little gutter that runs across the bottom of the divider. I always just assumed it was for structural stability exclusively. I just realized Eos Energy owns a patent on that gutter that runs through [----] and it makes a huge difference in the performance of the battery https://patents.google.com/patent/US20220069360A1/en https://patents.google.com/patent/US20220069360A1/en"  
[X Link](https://x.com/anyuser/status/1932409460493820003)  2025-06-10T12:08Z [----] followers, [----] engagements


"I love that the "director utility engagement" is being so aggressive $EOSE https://t.co/ABasoGquma $EOSE https://t.co/ABasoGquma"  
[X Link](https://x.com/FreemyerGreg/status/1933711890124804430)  2025-06-14T02:23Z [----] followers, [----] engagements


"$eose bear alert Torrecillas - [--] Z3 cubes confirmed onsite Viejas - [--] confirmed Lincoln - [--] confirmed Virginia staging lot - [--] confirmed (might be more) [---] visually confirmed deliveries. And surely there are more that haven't been visually confirmed yet Production is happening"  
[X Link](https://x.com/anyuser/status/1936796139103130087)  2025-06-22T14:39Z [----] followers, [----] engagements


"$eose Reminder if $eose exits [----] with [--] lines and exits [----] with [--] lines these are potential realities: [----] production: [----] GWh [----] Production: [--] GWh The 45X credits would be: 2026: $150mm 2027: $450mm +++ That's on top of making money on every MWh produced starting in [----] The future is bright Bright indeed"  
[X Link](https://x.com/anyuser/status/1939332504126713870)  2025-06-29T14:37Z [----] followers, [----] engagements


"$eose I was just thinking about the LG factory. $1.4B for a [----] GWh factory (2 lines). $85mm per GWh of capacity $eose is at $50mm for 2.25GWh of capacity. $22mm per GWH of capacity And the LG factory just makes LFP cells === $eose obviously has to ramp but it has the easy potential to be the low cost supplier in couple years"  
[X Link](https://x.com/anyuser/status/1940508081747603771)  2025-07-02T20:29Z [----] followers, [----] engagements


"@bert_gilfoyle Bert If someone is harassing you just block/mute them and continue on. Your DD is absolutely fantastic. Your price targets are lower than mine but a big reason is I see project AMAZE as just the start for $eose. God bless you"  
[X Link](https://x.com/anyuser/status/1941456510359585108)  2025-07-05T11:17Z [----] followers, [----] engagements


"$eose You can't sleep on these guys. Now they are hiring weekend guys and gals to wire up the cube enclosure shelves Ramp ramp ramp I am already excited to see the Q3 10Q and we're only [--] days into the quarter"  
[X Link](https://x.com/anyuser/status/1943404568043278768)  2025-07-10T20:18Z [----] followers, [----] engagements


"$eose I have a hard time thinking $eose hasn't got at least one PR lined up for Tuesday. Even an announcement on Tuesday that $eose has selected a site for either Mon Valley Lines 3&4 or for Factory [--] would be great. The timing is actually about perfect to announce where Factory [--] will be"  
[X Link](https://x.com/anyuser/status/1944432862331056330)  2025-07-13T16:24Z [----] followers, [----] engagements


"First $eose mention - a solid intro to Joe And he won't speak for another hour"  
[X Link](https://x.com/anyuser/status/1944840680737792440)  2025-07-14T19:25Z [----] followers, [----] engagements


"$eose Looks like $eose is getting serious about setting up a second factory in Pittsburgh $eose https://t.co/5Yq6zcqf4y $eose https://t.co/5Yq6zcqf4y"  
[X Link](https://x.com/anyuser/status/1946972865930105260)  2025-07-20T16:37Z [----] followers, [----] engagements


"$eose is going to have its best revenue quarter ever for Q2 when results are released next week. That is a forgone conclusion and the only question is if they are 100% above any previous quarter or 200%. Some are even praying for 300%. A jump from $10.5mm in Q1 to $31.5mm is just possibly possible from my analysis. If that happens today's $6/share will likely be $9/share (in just [--] trading days). Are you coming along for the ride"  
[X Link](https://x.com/anyuser/status/1947355994444447894)  2025-07-21T18:00Z [----] followers, [----] 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: $50 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"  
[X Link](https://x.com/anyuser/status/1949025298550247916)  2025-07-26T08:33Z [----] followers, [----] engagements


"$eose Reposting without the major typo ==== We know of at least [--] customers with cubes: Torrecillas: [--] cubes Viejas: [--] cubes LES: [--] cubes Dominion (presumably): 30-40 cubes That is [---] - [---] cubes. Per my tracking spreadsheet [---] cubes have been shipped. Thus I think there are about [--] delivered cubes unaccounted for. We may not even have the "strategic customer" on our radar. [--] cubes to the "strategic customer" is very close to 50% of the [---] cubes I calculate were shipped in Q2. Were they sold at $1/KWh just to get a major customer in the door That would actually be acceptable to me"  
[X Link](https://x.com/anyuser/status/1950690431718838333)  2025-07-30T22:50Z [----] followers, [----] engagements


"$eose Nothing to see here move along: Georgia Power requests PSC permission to build and own 3GW of new battery storage projects https://t.co/qORN7jfLXt #energystorage Georgia Power requests PSC permission to build and own 3GW of new battery storage projects https://t.co/qORN7jfLXt #energystorage"  
[X Link](https://x.com/anyuser/status/1952417158702542858)  2025-08-04T17:11Z [----] followers, [----] engagements


"Reasons to buy $eose at $6/share - 40% improvement in energy extracted per Z3 since Aug [----] (KWh production per line is increasing raw materials cost per KWh is falling). - Q2 PTC higher than full year [----] and full year [----] (the ramp is real) - Q3 PTC double Q2 Per Joe yes - Q4 PTC double Q4 Per Joe yes - 1H [----] shipments 4x 2H [----] shipments (enclosure gate is over) - gross margin positive in Q1 [----] (Per Joe/Nathan) - line [--] DOE tranche first withdrawal by EOY (Line [--] is closer than we think) - line [--] is being re-layed out to be linear not U-shaped. I don't know why but this improves"  
[X Link](https://x.com/anyuser/status/1955683134512451974)  2025-08-13T17:29Z [----] followers, [----] engagements


"@PoweredByEos @srvc76 Wow Hard to tell but that might be all [--] of the bipolar divider stations Joe told us in May they were targeting around now for all [--] Ramp Ramp Ramp"  
[X Link](https://x.com/anyuser/status/1955978835637219346)  2025-08-14T13:04Z [----] followers, [----] engagements


"As some (including me) have said the key strength of $eose is the simplicity of its manufacturing line and supply chain. That leads to global reproducibility which is clearly what John Mahaz was brought on to lead Eos welcomes John Mahaz as our new COO With 30+ years of global expertise in manufacturing operations supply chain and business development from his time at Jabil John strengthens our leadership team as we enter a pivotal phase of commercial scale-up https://t.co/vkm0piqVez https://t.co/9h8Pbzcr0c Eos welcomes John Mahaz as our new COO With 30+ years of global expertise in"  
[X Link](https://x.com/FreemyerGreg/status/1957425748903682195)  2025-08-18T12:54Z [----] followers, [----] engagements


"$eose subassemblies / stations I searched the last [--] quarter's transcripts for those [--] words. Below are the relevant statements: 2024-Q1: "Today the bipolar subassembly is one of the more labor-intensive areas of our semi-automated manufacturing process as we have teams of people manually cutting and pressing felt into the plastic bipolar with a manually operated heat press. Automating this portion of the process is expected to increase our labor efficiency by approximately 87% significantly reducing our direct labor costs." 2024-Q3: "The three areas that we're focused on there is on our"  
[X Link](https://x.com/anyuser/status/1957873913926697161)  2025-08-19T18:34Z [----] followers, [----] engagements


"We each have a $ milestone. $1k $10k $100k $1mm $10mm What are the celebrations people are doing as they pass each milestone I'm 99% of the way to my next milestone. My wife and I opened a bottle of champagne at the last one but it doesn't really feel that special Need to come up with something special I have a feeling we are going to be hitting milestones regularly for the next few months/years"  
[X Link](https://x.com/anyuser/status/1963058987198247239)  2025-09-03T01:58Z [----] followers, [----] engagements


"$eose Debottlenecking. Joe has a bulldozer and he is clearing bottlenecks at full speed ++++ [--] Z3 per [--] seconds but only if sub-assemblies are available. Sub-assembly automation design complete. I suspect 80% rolled out (terminal frames terminal collectors pure bi-polar dividers terminal dividers). Terminal divider sub-assembly stations have not been discussed/demonstrated specifically but presumably they exist. Or are a variation of true bi-polar divider station. [--] Z3 drawer per [---] seconds (4 1/2 minutes) [--] 1/2 minutes is FAST for all that wiring. Automation required (and I believe it is"  
[X Link](https://x.com/anyuser/status/1970144423242596514)  2025-09-22T15:13Z [----] followers, [----] engagements


"$eose I hope everyone is fully invested today I wasn't "expecting" this move but I am staying fully invested as we wait for an order announcement"  
[X Link](https://x.com/FreemyerGreg/status/1972684609826504974)  2025-09-29T15:27Z [----] followers, [----] engagements


"Reminder $eose The 7.3mm $eosew warrants being exercised for cash next month could generate $80mm of cash for $eose. But if they are exercised cashless $eose gets no cash. To support $eose I have bought [-----] warrants and will convert them for cash. I will sell actual shares to get the cash. That is $460k into $eose coffers. $11.50 Warrants are ITM $EOSE $11.50 Warrants are ITM $EOSE"  
[X Link](https://x.com/anyuser/status/1973446103832862838)  2025-10-01T17:53Z [----] followers, [----] engagements


"$eose The after hours market doesn't seem to like the SEC filing at the end of day. It seems extremely boring and is just a regurgitation of information in the public warrant offering from [----] or [----]. An absolute nothing burger. If you have dry powder right now in after hours might be a good dip to buy"  
[X Link](https://x.com/anyuser/status/1973870276858286552)  2025-10-02T21:58Z [----] followers, [----] engagements


"In honor of [----] members: $eose has a massive loss in quarters where the stock price goes up. That is a GAAP accounting weirdness. Cerberus has about [---] million $eose $0.01 warrants that don't expire until [----]. Those are carried on the $eose books as a liability. In simple terms if the stock price goes up $1.00 in a quarter then that liability goes up $1.00/warrant in the quarter. In Q3 the stock price of $eose went up about $6. That means the liability associated with those warrants went up about $900mm. $6 * 150mm That will show as a HUGE GAAP loss for Q3. Just ignore it. ++++ The real"  
[X Link](https://x.com/anyuser/status/1974800485426049362)  2025-10-05T11:35Z [----] followers, [----] engagements


"A [--] GWh project justifies a new 2-line factory And it is still [--] years of production $EOSE I am now leaning towards this being the [--] GW / [--] GWh IEP Desert Wren project. It had [--] steam plants with about [--] GW of nameplate capacity. Adding [--] GW/12 GWh BESS would replace retiring OTC gas units with firm capacity and reduce solar curtailment in the region. $EOSE I am now leaning towards this being the [--] GW / [--] GWh IEP Desert Wren project. It had [--] steam plants with about [--] GW of nameplate capacity. Adding [--] GW/12 GWh BESS would replace retiring OTC gas units with firm capacity and reduce solar"  
[X Link](https://x.com/anyuser/status/1979396284411679198)  2025-10-18T03:57Z [----] followers, [----] engagements


"$eose earns 45X credits $47.50/KWh manufactured Ignoring that credit $eose will achieve positive EBITDA within [--] months. Gross margin positive in Q1 is the guidance Thus the 45X credits can be used for new CapEx. A line produces over [--] GWh/yr of batteries once fully ramped. Line [--] will be fully ramped by the end of [----] per MGMT. That's [-------] KWh/yr. Or $95mm in 45X earned per year. $eose CapEx for a line is less than $95mm so Line [--] will pay the CapEx for a new line in each of [----] [----] [----] [----]. Line [--] is being 80% funded by a DOE loan. Supposed to be fully ramped by the end of 2026."  
[X Link](https://x.com/anyuser/status/1982154269156405313)  2025-10-25T18:36Z [----] followers, 19.6K engagements


"Did $eose and $tln (Talen) coordinate their release calls before market open on Nov [--] Why would they do that I can only think of good reasons $EOSE $TLN (Talen) will release its third quarter [----] financial results on Wednesday November [--] [----] after market close. Earnings call at 4:15 p.m. ET on November [--] [----]. $EOSE $TLN (Talen) will release its third quarter [----] financial results on Wednesday November [--] [----] after market close. Earnings call at 4:15 p.m. ET on November [--] 2025"  
[X Link](https://x.com/anyuser/status/1982972733857370412)  2025-10-28T00:48Z [----] followers, [----] engagements


"Everything I need to update my tracking spreadsheet comes from the 10Q. I will be publishing the Q3 version tomorrow evening:"  
[X Link](https://x.com/FreemyerGreg/status/1985924960108585349)  2025-11-05T04:19Z [----] followers, [----] engagements


"$eose The last exercise point for the 7.3mm warrants is Monday 8AM. So today was that last day to buy and sell them. Big players driving down the share price would also drive down the Warrant price but even more so. Ie. At $19 share price a warrant was $7.50 but at $14 per share a warrant was only worth $2.50. That's a 66% reduction in the price of a warrant. There must be way for the big players to leverage those really low prices for Warrants. If I'm right the price of shares will rebound starting Monday AM"  
[X Link](https://x.com/anyuser/status/1989547878604300515)  2025-11-15T04:15Z [----] followers, 15.7K engagements


"$eose The company has accumulated a fantastic manufacturing skill set. John Mahaz is just the visible head. Wen graphite felt subsidiary I'm serious. I will be surprised if they don't buy a graphite felt manufacturer in the next [--] months. Graphite felt is too important for them not to own that part of the supply chain"  
[X Link](https://x.com/anyuser/status/1989843318537146637)  2025-11-15T23:49Z [----] followers, [----] engagements


"$eose I hit 99k shares this week. It is my retire wealthy plan. My ownership target for the last [--] years has been 100k shares so I'm basically there. I'm thinking $300/share by [----]. Under $15 today so that 20x in [--] years. That means $30mm of retirement funds Join me for a fun ride"  
[X Link](https://x.com/anyuser/status/1989906953405882514)  2025-11-16T04:02Z [----] followers, [----] engagements

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