#  @KoonesEdward Edward Koones Edward Koones posts on X about $eose, in the, $envx, imo the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1349943875117469701/interactions)  - [--] Week [------] +8,905% - [--] Month [------] +718% - [--] Months [------] -50% - [--] Year [-------] -35% ### Mentions: [--] [#](/creator/twitter::1349943875117469701/posts_active)  - [--] Week [--] +217% - [--] Month [--] +620% - [--] Months [--] +10% - [--] Year [---] -42% ### Followers: [---] [#](/creator/twitter::1349943875117469701/followers)  - [--] Week [---] +2.60% - [--] Month [---] +2.60% - [--] Months [---] +6% - [--] Year [---] +37% ### CreatorRank: [-------] [#](/creator/twitter::1349943875117469701/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 44.55% [finance](/list/finance) 30.91% [financial services](/list/financial-services) 2.73% [automotive brands](/list/automotive-brands) 1.82% [social networks](/list/social-networks) 0.91% [technology brands](/list/technology-brands) 0.91% **Social topic influence** [$eose](/topic/$eose) #27, [in the](/topic/in-the) 14.55%, [$envx](/topic/$envx) 7.27%, [imo](/topic/imo) #950, [this is](/topic/this-is) 6.36%, [$cept](/topic/$cept) #4, [joe](/topic/joe) 5.45%, [company](/topic/company) 5.45%, [investment](/topic/investment) 4.55%, [if you](/topic/if-you) 3.64% **Top accounts mentioned or mentioned by** [@mrnotadvice](/creator/undefined) [@citronresearch](/creator/undefined) [@marcuslemonis](/creator/undefined) [@eastglaciermt](/creator/undefined) [@bedbathbeyond](/creator/undefined) [@toptickresearch](/creator/undefined) [@securitize](/creator/undefined) [@obginvestments](/creator/undefined) [@bertgilfoyle](/creator/undefined) [@alderlaneeggs](/creator/undefined) [@joceyreyes209](/creator/undefined) [@deluks07](/creator/undefined) [@charliebilello](/creator/undefined) [@jawwwn](/creator/undefined) [@spearfishingcap](/creator/undefined) [@anishp144](/creator/undefined) [@leebertbairdian](/creator/undefined) [@spacliquidity](/creator/undefined) [@eraserheadcap](/creator/undefined) [@logicalthesis](/creator/undefined) **Top assets mentioned** [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [BlackRock Inc (BLK)](/topic/blackrock) [Core Scientific, Inc. Common Stock (CORZ)](/topic/core-scientific) [Trex Company, Inc. (TREX)](/topic/$trex) ### Top Social Posts Top posts by engagements in the last [--] hours "@EastGlacierMT @marcuslemonis @BedBathBeyond Right So instead of a negative return the investor realized a 1% annual return. Pathetic. Marcus does not create value for investors -- maybe for himself but not for investors" [X Link](https://x.com/KoonesEdward/status/1712490151480316145) 2023-10-12T15:27Z [---] followers, [--] engagements "@charliebilello Why not change your start to [--] years ago and see the results" [X Link](https://x.com/KoonesEdward/status/1834212473055912000) 2024-09-12T12:48Z [---] followers, [--] engagements "@EastGlacierMT @marcuslemonis @BedBathBeyond Easy If you held CWH from when it went public in [----] to today you would have made nothing on the investment. He created NO shareholder value. I dont care what sales or profits did. CWH shs vastly undererformed the market" [X Link](https://x.com/KoonesEdward/status/1712149357481341359) 2023-10-11T16:53Z [---] followers, [--] engagements "$Envx Pumpers gone Notice that the original pumpers of the stk are now gone Cohodes Greg others. The story isn''t panning out. ENVX has issued a lot of stk over the last [--] yrs. So lots of dilution. Limits upside" [X Link](https://x.com/KoonesEdward/status/1824107002441670967) 2024-08-15T15:32Z [---] followers, [----] engagements "$ENVX THINK ABOUT THIS If the product works and there is real OEM interest why is the co holding a grand opening of its manu facility & trying so hard to stimulate interest in their product with end users You'd think they would be banging down the doors to get in" [X Link](https://x.com/KoonesEdward/status/1824470713115512855) 2024-08-16T15:38Z [---] followers, [---] engagements "@jawwwn_ So Raj thought the California housing market has more upside than ENVX stock. OK that makes sense. And now his new career in real estate has been put on hold" [X Link](https://x.com/KoonesEdward/status/1834579024724537439) 2024-09-13T13:04Z [---] followers, [---] engagements "@TopTickResearch @Securitize The rev growth is off a very low base so misleading stat to use unless it is sustainable. What is rev growth is only 50% next year" [X Link](https://x.com/KoonesEdward/status/2019775161226924326) 2026-02-06T14:08Z [---] followers, [--] engagements "@TopTickResearch @Securitize So at 15x rev that's a mkt cap of [---] bil and with 250mm shs outstdg post merger that is a sh price of around $6" [X Link](https://x.com/KoonesEdward/status/2019787342395957494) 2026-02-06T14:56Z [---] followers, [--] engagements "@CitronResearch Blackrock was also a major investor in Core Scientific which subsequently filed for bankruptcy. You need to do your homework. Everything they touch does not turn out well" [X Link](https://x.com/KoonesEdward/status/2012401173685305596) 2026-01-17T05:46Z [---] followers, [--] engagements "@CitronResearch Let's. not forget that Blackrock put a lot of money into Core Scientific which imploded and filed for bankruptcy in [----]. Having Blackrock as an investor is far from a guarantee for success. This could be the wrong horse to ride" [X Link](https://x.com/KoonesEdward/status/2012401271366455707) 2026-01-17T05:47Z [---] followers, [---] engagements "@CitronResearch Core Scientific went public via a SPAC in July [----] and filed for bankruptcy in Dec [----]. BlackRock was a big investor in Core. So much for their vision and investing acumen. CEPT could be a repeat of Core" [X Link](https://x.com/KoonesEdward/status/2012402547076497764) 2026-01-17T05:52Z [---] followers, [--] engagements "@CitronResearch This is just a really stupid analysis. You take the great investment acumen you have for your shorts and then ruin it with this Claude analysis. You are comparing CCCX to a bunch of potentially worthless companies. Why not ask Claude who are the top Quantum companies" [X Link](https://x.com/KoonesEdward/status/2021990082828546125) 2026-02-12T16:49Z [---] followers, [---] engagements "@SpearfishingCap Damn Moved it up by a week. Must mean they did $80mm+ in revenue in the quarter and need to get that out. I guess if they pushed it back by a few days it would have meant they only did $40mm in rev for Q4. Great analysis" [X Link](https://x.com/KoonesEdward/status/2022112965361803319) 2026-02-13T00:57Z [---] followers, [---] engagements "@CitronResearch Ok. Well I guess I can wait another hour to see if you start dumping your shs. Or maybe the target is $13. Problem is all of the insider shs get released and become tradable if the stk trades to the upper teens. That is unfortunate IMO" [X Link](https://x.com/KoonesEdward/status/2022382140256850162) 2026-02-13T18:47Z [---] followers, [--] engagements "$CEPT. FIGR Imploding. This cannot be good for CEPT as the market cap of FIGR shrinks dramatically" [X Link](https://x.com/anyuser/status/2019568507340337582) 2026-02-06T00:27Z [---] followers, [---] engagements "$CEPT. BE WARY OF TOP TICK's POOR AND MISLEADING ANALYSIS Top Tick stated insider shs subject to [---] day lock up period when in fact they can be released should the stock trade into the mid to upper teens. I doubt Top Tick's "deep dive" is anything but deep. Just AI crap" [X Link](https://x.com/KoonesEdward/status/2020155324427055321) 2026-02-07T15:18Z [---] followers, [---] engagements "$CEPT Undervalued compared to FIGR Tough to know the components that go into Securitize's revs. Assuming a $35mm quarterly run rate and an $80mm quarterly run rate for FIGR then CEPT should be trading at around $20/sh if it received a price/sales multiple similar to FIGR" [X Link](https://x.com/anyuser/status/2020341625185096052) 2026-02-08T03:39Z [---] followers, [---] engagements "$CEPT. The Citron Curse I really hate investing on the same side as Citron when it comes to long positions (much better with short suggestions IMO). Hope CEPT does not go the way of his CCCX and S recommendations" [X Link](https://x.com/KoonesEdward/status/2020995622967394564) 2026-02-09T22:57Z [---] followers, [---] engagements "$EOSE. RIPPING HIGHER Big news story. Stock flat. Unleveraged Mkt Cap about $6 billion and did about $160 mm in sales in [----] and might do around $400mm in [----]. Stock is way overvalued at $12/sh. Will see single digits again" [X Link](https://x.com/KoonesEdward/status/2021598967079854570) 2026-02-11T14:55Z [---] followers, [---] engagements "$CEPT Plunge in FIGR not Helpful Implosion in the valuation of FIGR making the valuation gap story for CEPT a bit more uncertain. Combine that with Andrew/Citron's bullish stance on this and I'm not so happy being an investor" [X Link](https://x.com/KoonesEdward/status/2021601715036754367) 2026-02-11T15:06Z [---] followers, [---] engagements "$CEPT. Valuation Issue The problem with getting excited about CEPT is that post merger the stock could easily trade down to $6 or $7 per sh given post merger [---] mm shs outstdg. To keep the stock in double digits mgmt needs to show greater than 60-70% annual rev growth IMO" [X Link](https://x.com/KoonesEdward/status/2021801521965310137) 2026-02-12T04:20Z [---] followers, [---] engagements "$EOSE IN TROUBLE. Mkt continues to shfit from overvalued unprofitable crap. EOSE could easily trade back below $5. At $5/sh it has an UMV of over $3 bil. Ridiculous for a money losing co with maybe $400mm in rev in [----] and has not landed large orders. Something wrong here" [X Link](https://x.com/KoonesEdward/status/2022063137848275109) 2026-02-12T21:39Z [---] followers, 13.8K engagements "@AnishP144 This has become a meme stock. Valuation is meaningless. There's even the T-Rex 2X Long Eose Daily Target ETF. So fundamentals divorced from the mkt valuation. Let's see what these guys can do over the next year. Thus far the wins have been few even with the Cerb connections" [X Link](https://x.com/KoonesEdward/status/2022510669589844253) 2026-02-14T03:18Z [---] followers, [---] engagements "$EOSE Cerb will land big deal for co. Sell on the news as EOSE battery tech not being widely accepted by the industry. Cerb deal will be due to customer doing them a favor. Stock price needs to see sales annually in the billions. Where are the multiple large customer orders" [X Link](https://x.com/KoonesEdward/status/2022067621953511469) 2026-02-12T21:57Z [---] followers, [---] engagements "@LeebertBairdian @TopTickResearch @SPACLiquidity @CitronResearch @EraserheadCap @Securitize Odds of clarity act passing this year not great. So odds are high that CEPT will trade more like $5 or $6 per share this year" [X Link](https://x.com/KoonesEdward/status/2023119375281144009) 2026-02-15T19:37Z [---] followers, [--] engagements "@LogicalThesis @AlderLaneEggs @StockJabber Totally agree. He is good at shorting only because everything he touches goes down. He is a terrible investor. No investor has an edge in figuring out an early stage battery technology co. It's very complicated" [X Link](https://x.com/KoonesEdward/status/1694140154825384264) 2023-08-23T00:11Z [---] followers, [---] engagements "$ENVX Good move by Mgmt. Finally" [X Link](https://x.com/KoonesEdward/status/1709414564146655363) 2023-10-04T03:46Z [---] followers, [---] engagements "@EastGlacierMT @RawBooty2 @marcuslemonis That is exactly the point. Some companies create value and increase in price over time. Others have ups and downs but over time are flat. No value created. A good mgmt team creates value. the mgmt at CWH did not -- at least not sustained" [X Link](https://x.com/KoonesEdward/status/1712577670725132771) 2023-10-12T21:15Z [---] followers, [---] engagements "$ENVX CHANGE OF VIEW IWhile I think the stock should be valued at about $3 - [--] per sh I think Raj entering into 10b5 & the registration of warrant shs due to expecting a positive announcement by year end & the stk to pop on news so they are in position to sell at higher prices" [X Link](https://x.com/KoonesEdward/status/1823734770301591828) 2024-08-14T14:53Z [---] followers, [---] engagements "$EOSE MY TAKE ON THE DEAL WITH CERBERUS" [X Link](https://x.com/anyuser/status/1825244263833010570) 2024-08-18T18:51Z [---] followers, [----] engagements "@NetMelc WOW a few more of these and it will add up to a $10K investment These guys are really going all in" [X Link](https://x.com/KoonesEdward/status/1825627590968979818) 2024-08-19T20:15Z [---] followers, [---] engagements "$EOSE MY CONCERNS Joe said the DOE loan was about to close -- this was [--] year ago. If you read the stories of potential customers from [--] years ago it sounds the same as today. Investors then provided expensive capital to save the co -- Cerberus providing expensive capital now" [X Link](https://x.com/KoonesEdward/status/1828648383105425414) 2024-08-28T04:18Z [---] followers, [----] engagements "$EOSE WHY I SOLD OUT TODAY" [X Link](https://x.com/KoonesEdward/status/1829170978339074531) 2024-08-29T14:55Z [---] followers, [----] engagements "@danielrucci Sure be happy to" [X Link](https://x.com/KoonesEdward/status/1830434386275148024) 2024-09-02T02:35Z [---] followers, [---] engagements "$EOSE BOGUS Contribution Margin" [X Link](https://x.com/KoonesEdward/status/1830818827413627198) 2024-09-03T04:03Z [---] followers, [----] engagements "$EOSE Cerberus The guys at Cerberus would definitely look like idiots (career ending moves) if they invested in EOSE and a year later were in the same position as Atlas. So hopefully they have more insights into the EOSE and its potential and ability to execute this time around" [X Link](https://x.com/KoonesEdward/status/1831328983390081187) 2024-09-04T13:50Z [---] followers, [----] engagements "@CavemanJoker I wouldnt call either an investment They are crashoots" [X Link](https://x.com/KoonesEdward/status/1831788807018197071) 2024-09-05T20:17Z [---] followers, [--] engagements "$EOSE Stock Will Work Its Way Higher" [X Link](https://x.com/anyuser/status/1832948299705278779) 2024-09-09T01:05Z [---] followers, [----] engagements "@bustyvamp It depends if they get everything done and where the stock is. I'd like to think long for [----] and [----] but will reassess as they move forward. If Cerberus will finance some of these projects (I have no clue) that would be a huge plus. But not confident that will be the case" [X Link](https://x.com/KoonesEdward/status/1832966304812118150) 2024-09-09T02:16Z [---] followers, [---] engagements "@fullselfdaniel It has. I think Cerberus converting the potential customer LOI to a sale is most important along with stages [--] and [--] being successful. DOE not that important to me" [X Link](https://x.com/KoonesEdward/status/1833012711413764404) 2024-09-09T05:21Z [---] followers, [---] engagements "@MrNotAdvice Raj only filed to sell as part of the 10B plan but we don't know at what price. So far he really hasn't sold much. It could be he entered the sales at higher prices and expects the stock to go much higher on news by year end & wanted this in place prior to the news announcement" [X Link](https://x.com/KoonesEdward/status/1833278180724969908) 2024-09-09T22:55Z [---] followers, [----] engagements "@primedcapital Just like milestone [--] and [--] were a given and the stk went up on that it appears as each obvious milestone is reached the stk moves up. Don't think it is actively managed funds but rather trading BOTs" [X Link](https://x.com/KoonesEdward/status/1833511683299385730) 2024-09-10T14:23Z [---] followers, [---] engagements "$ENVX Fireside Chat So my takeaway is revenues are now possibly/hopefully at some point in [----] Am I misinterpreting what Raj said" [X Link](https://x.com/KoonesEdward/status/1834337038872592890) 2024-09-12T21:03Z [---] followers, [----] engagements "@MrNotAdvice @joceyreyes209 Thesis is simple: Low margin business dependent on govt funding to finance projects. Unclear when co will be cash flow positive meanwhile has 15% interest on debt. Yes not going under in next [--] years but unlikely to see positive FCF or positive EBITDA" [X Link](https://x.com/anyuser/status/1835792945683091755) 2024-09-16T21:28Z [---] followers, [---] engagements "@DeLuks07 But this does not reflect the underlying restricted stock units that he still holds" [X Link](https://x.com/KoonesEdward/status/1835842044704538734) 2024-09-17T00:43Z [---] followers, [--] engagements "$EOSE JEFF OWNERSHIP Bert you are still misinforming people. Per the May [----] proxy Jeff owned 470K shs including underlying restricted stk units was then granted another 105K restricted stk units and has sold 200K shs. Leaving him with 375K in stk and restricted stk units" [X Link](https://x.com/KoonesEdward/status/1835869522558890248) 2024-09-17T02:32Z [---] followers, [----] engagements "$EOSE Stk down nothing to do with Jeff The morons on this board complaining about Jeff selling some stk and this causing EOSE to trade poorly is ridiculous. What you should be listening to is the CNBC interview with the CEO of CVX and the discussion about using hydrogen" [X Link](https://x.com/KoonesEdward/status/1836088174126469242) 2024-09-17T17:01Z [---] followers, [----] engagements "@Rsulli6300 He's just one director. Why don't you go and back test your thesis to see how stocks perform every time a director sells. IT'S Meaningless. Could be for lots of reasons. Did you want him to sell when it was $1 Would that make you happy" [X Link](https://x.com/anyuser/status/1836136752232218841) 2024-09-17T20:14Z [---] followers, [--] engagements "$eose DOE LOAN KEY Given the info below I think the DOE loan is critical. Without it may continue to be very tough to arrange financings for their projects. With it maybe the opposite will occur. Also to bring in real investors co needs to clean up its acctg practices" [X Link](https://x.com/KoonesEdward/status/1836422323592691837) 2024-09-18T15:09Z [---] followers, [---] engagements "$EOSE Fully valued" [X Link](https://x.com/KoonesEdward/status/1844029277429543134) 2024-10-09T14:56Z [---] followers, [----] engagements "@EricRoarke Aren't there batteries going into an Indian reservation project and the funding for that project was approved by the DOE (maybe a couple of weeks back). So doesn't that mean the DOE is comfortable with the EOSE technology" [X Link](https://x.com/KoonesEdward/status/1844144914780782596) 2024-10-09T22:36Z [---] followers, [---] engagements "$EOSE Employee complaint I dont put much credence in the write up. The DOE needed to be comfortable with the EOSE battery technology prior to approving the funding for the Indian project so EOSE passed the due dili with the DOE" [X Link](https://x.com/anyuser/status/1847665180240498729) 2024-10-19T15:44Z [---] followers, [---] engagements "$EOSE Will bottom this week EOSE will bottom this week ahead of positive news on Oct [--] -- achieving milestone and then the earnings call in early Nov" [X Link](https://x.com/KoonesEdward/status/1848346505364521437) 2024-10-21T12:52Z [---] followers, [---] engagements "@srvc76 @GeminusNitti I don't think 25% of the stocks float is short by non professionals. Highly unlikely" [X Link](https://x.com/KoonesEdward/status/1848788341203906653) 2024-10-22T18:07Z [---] followers, [--] engagements "@ugusek1 People/public investors generally dont appreciate how hard battery chemistry is. That's why so few changes in batteries in the last [---] years & why TSLA is such an anomaly & a gold mine. It's really hard to do. Battery company mgmt teams typically overpromise and underdeliver" [X Link](https://x.com/anyuser/status/1849535653186277749) 2024-10-24T19:37Z [---] followers, [---] engagements "$EOSE ALL GOOD STAY LONG" [X Link](https://x.com/KoonesEdward/status/1852444300820263205) 2024-11-01T20:15Z [---] followers, [----] engagements "$EOSE Iceberg actually spins a positive story for the EOSE stock price near term" [X Link](https://x.com/KoonesEdward/status/1853091587443589355) 2024-11-03T15:07Z [---] followers, [----] engagements "$EOSE THE TTI FACTOR I know this has been previously mentioned but I think it is a big deal and another piece to the puzzle" [X Link](https://x.com/KoonesEdward/status/1853310808538656806) 2024-11-04T05:38Z [---] followers, [----] engagements "$EOSE Rev Miss The miss ties to TTI conf call where they said they expect demand from EOSE to sharply ramp starting beginning [----]. So for whatevver reason the sales ramp is off by 1Q. If Joe can explain the issue then the stk is a buy on the sell off" [X Link](https://x.com/KoonesEdward/status/1853918027894403136) 2024-11-05T21:51Z [---] followers, [---] engagements "$EOSE My Initial Take on the Quarterly Release" [X Link](https://x.com/KoonesEdward/status/1853933497305518256) 2024-11-05T22:52Z [---] followers, [----] engagements "@MutaliskGluon I think the stock will settle around $3. And when DOE assisted funding closes it will take the stock higher" [X Link](https://x.com/KoonesEdward/status/1853935797268845006) 2024-11-05T23:01Z [---] followers, [--] engagements "$EOSE Stock will recover today or Thurs If there were serious issues at EOSE I can guarantee Cerb would not have funded the $65 mm earlier this week and would have waited to see issues resolved. The funding tells me whatever rev issue co has will be resolved quickly" [X Link](https://x.com/KoonesEdward/status/1854096205401215095) 2024-11-06T09:39Z [---] followers, [----] engagements "$EOSE Bye Bye. Can't Invest with Joe as CEO" [X Link](https://x.com/KoonesEdward/status/1855092934724419706) 2024-11-09T03:39Z [---] followers, 13.8K engagements "@kitsuneko109 I'm not saying it's going to crater from here. It could very well trade back to the upper $3s. You've got the DOE loan in Dec. But I just can't invest with Joe as I cannot trust anything he says" [X Link](https://x.com/KoonesEdward/status/1855099094135422993) 2024-11-09T04:04Z [---] followers, [---] engagements "$EOSE Byebye Part II Just continuing to think this through. IMO senior mgmt should be replaced with competent people" [X Link](https://x.com/KoonesEdward/status/1855273914408022392) 2024-11-09T15:39Z [---] followers, [---] engagements "@RocketPenguin75 I don't hate the company. I hate the people who somehow think they have insight into the company's success and mislead other investors. These guys have failed to date. Plain and simple. Yet pumpers try to tell others some made up story of success" [X Link](https://x.com/KoonesEdward/status/1717754677113000173) 2023-10-27T04:06Z [---] followers, [--] engagements "$ENVX Capped Calls Good thing mgmt wasted $10 mm in April for the capped call transaction when their incompetence would negate the need for this. A $25 stk price should have been the least of their worries. They should have bought puts on their stk and made some money" [X Link](https://x.com/KoonesEdward/status/1719021409836412955) 2023-10-30T16:00Z [---] followers, [---] engagements "$EOSE LONGER TERM DEAD MONEY AT BEST" [X Link](https://x.com/KoonesEdward/status/1830376233932136473) 2024-09-01T22:44Z [---] followers, 18K engagements "@MrNotAdvice I'm probably wrong in my analysis of it but I just find it strange that he's only sold about 10K shs since the adoption of the plan. Don't understand why more shs haven't been sold" [X Link](https://x.com/KoonesEdward/status/1833282544164282370) 2024-09-09T23:13Z [---] followers, [---] engagements "@DeLuks07 In the proxy statement from March 2024" [X Link](https://x.com/KoonesEdward/status/1835848496324170176) 2024-09-17T01:09Z [---] followers, [--] engagements "@x_times_1 Kamala did not choose EOSE some staffer did based on where she had to give a speech to gain political support in PA. She probably has no idea of what EOSE does" [X Link](https://x.com/KoonesEdward/status/1840431950445658424) 2024-09-29T16:42Z [---] followers, [---] engagements "@OBGInvestments I think the question is why hasn't it been completed. Time is running out. Yes it will be a positive if they close on it but there is risk that the loan will not close If it does not the stock will probs trade back to the upper $1s" [X Link](https://x.com/KoonesEdward/status/1843707557233471648) 2024-10-08T17:38Z [---] followers, [---] engagements "@StonksReddit Too soon for new large orders. If cerberus funds another $65 mm in early November then that is IMO very positive as they will then have put $165mm into this thing in just two months That could clear the way for DOE loan approval" [X Link](https://x.com/KoonesEdward/status/1851764553245159487) 2024-10-30T23:14Z [---] followers, [---] engagements "@MorrisBubba @OBGInvestments @bert_gilfoyle The other point is Cerberus is in for $165 mm now. That is a very large investment for an early stage company. So they will push this thing hard" [X Link](https://x.com/KoonesEdward/status/1852105217602408699) 2024-10-31T21:47Z [---] followers, [---] engagements "@najfah If they put this into bankruptcy it wont help them They will already own 35% of the company for a senior loan. Co already been raped. Now their incentive is to make it work" [X Link](https://x.com/KoonesEdward/status/1852350349375365175) 2024-11-01T14:01Z [---] followers, [---] engagements "$EOSE More thoughts on the Quarter" [X Link](https://x.com/KoonesEdward/status/1854033978564747744) 2024-11-06T05:32Z [---] followers, [----] engagements "$EOSE SOLD OUT. MOVING ON TO BETTER INVESTMENTS Sold out this morning. Don't care about missing the move back to $4.60. Good luck to the bulls. Don't get lost in the weeds. Just look at the obvious" [X Link](https://x.com/KoonesEdward/status/1929921146742255708) 2025-06-03T15:20Z [---] followers, 23.7K engagements "@AlderLaneEggs @Enovix3D As a former long shareholder (sold in the aftermarket yesterday and then early today and now short) the crux of the issue is they have failed to articulate how they are closer to the successful commercialization of the product today than they were four months ago" [X Link](https://x.com/KoonesEdward/status/1587904626094968832) 2022-11-02T20:28Z [---] followers, [--] engagements "$ENVX The short interest is high because the story sucks. Overall I would like to buy back in and invest in the company but I just cannot get past the management team. I find them highly promotional and I question some of their more recent decisions outlined below" [X Link](https://x.com/KoonesEdward/status/1684630636848418817) 2023-07-27T18:23Z [---] followers, [---] engagements "$ENVX Stk heading to mid singel digits People on this board equate the stk price to the "real" value of this co. When it goes up for no reason they get excited and when it goes down they wonder why. Investing in a dream rarely works. And it wont work here" [X Link](https://x.com/KoonesEdward/status/1694022909084282916) 2023-08-22T16:25Z [---] followers, [---] engagements "@davidorr_31 Right. Check out how Cwh stock has done and how the stk performed after Marcus made open market purchases. DOWN" [X Link](https://x.com/KoonesEdward/status/1711976914062065823) 2023-10-11T05:27Z [---] followers, [--] engagements "@marcuslemonis @BedBathBeyond The question is whether Marcus creates value for shareholders His past track record is pretty poor" [X Link](https://x.com/KoonesEdward/status/1711977858199949362) 2023-10-11T05:31Z [---] followers, [---] engagements "@HyGrowth Why So what if he's speaking at a conference Should he hide in a closet and not attend industry conferences Do you know who the other speakers are to put this in context Is he the only speaker Maybe you should also invest of everyone else speaking at the conference" [X Link](https://x.com/KoonesEdward/status/1828102309232169200) 2024-08-26T16:08Z [---] followers, [---] engagements "@theanimal23 every deal is subject to financing LOL" [X Link](https://x.com/KoonesEdward/status/1828913046397354391) 2024-08-28T21:50Z [---] followers, [---] engagements "@MrNotAdvice My thinking is if they announce a large customer purchase it will run and maybe I'll have to pay $7 a sh but it will then double+ from there given the short interest and I'll make plenty on that move. Same with ENVX. I'd rather pay up at $20 knowing they have a large real client" [X Link](https://x.com/KoonesEdward/status/1829330507420627317) 2024-08-30T01:29Z [---] followers, [---] engagements "@bert_gilfoyle But Bert they aren't buying equity. This is not pvt equity. They are making a loan. In any event at $6 per share [--] years out would get them $930 million. or about [--] - 5x their loan which would be huge for Cerberus. And that's my point -there is little upside for the risk" [X Link](https://x.com/KoonesEdward/status/1830430138455994669) 2024-09-02T02:18Z [---] followers, [---] engagements "@OBGInvestments And if they get the DOE loan then I think there will be a short squeeze and that could take the stock way up. Longer term I do think this is a $3 stock until proven otherwise (like a large order)" [X Link](https://x.com/KoonesEdward/status/1830994040822567114) 2024-09-03T15:39Z [---] followers, [---] engagements "@MrNotAdvice Great if you could focus on EOSE profitability. Current project at much higher price than other projects. CM+ (w/tax credits) in 4Q on this higher priced business but lower priced business next year. So with overhead and int exp. what will it take to actually generate FCF" [X Link](https://x.com/KoonesEdward/status/1835483143018528805) 2024-09-16T00:57Z [---] followers, [---] engagements "@bert_gilfoyle This is a non event unless other members start to sell. Jeff owned 470K shs as of Mar [--] [----] which includes shs of common stock & underlying restricted stock units. Then he gets another 100K+ shs for sitting on the Board. So the sale is probs 28% of his overall holdings" [X Link](https://x.com/KoonesEdward/status/1835836099052159210) 2024-09-17T00:20Z [---] followers, [---] engagements "@keeganm5858 I don't quite follow your train of thought. ENVX trades [--] mm shares a day. Why does he need retail to facilitate his trades The stock is very liquid. Do you really think this Twitter platform has any impact on the ENVX stock price" [X Link](https://x.com/KoonesEdward/status/1836186232008696134) 2024-09-17T23:31Z [---] followers, [---] engagements "@MrNotAdvice If the market weakens in the next few weeks I could easily see this roundtripping back to the $1.80s which is where it was trading prior to the "non-event" news stories that took the stock higher (the Stifel report Milestone [--] and shldr vote) -- all of which were a given" [X Link](https://x.com/KoonesEdward/status/1836853349217444156) 2024-09-19T19:42Z [---] followers, [---] engagements "@MrNotAdvice Sure. I still think the seller in the mid $2s is Cerberus (but don't know how they can do it). They lock in an amazing gain and remove the risk of losing the capital they just put into the co" [X Link](https://x.com/KoonesEdward/status/1836855987153862813) 2024-09-19T19:52Z [---] followers, [---] engagements "@MrNotAdvice @joceyreyes209 I appreicate you bringing these podcasts but why should people invest with you guys BYON is a huge bust ENVX is garbage (at least to date). These were two stocks Greg was super excited about. So not a great track record" [X Link](https://x.com/KoonesEdward/status/1846225951220240680) 2024-10-15T16:25Z [---] followers, [---] engagements "$EOSE MY TAKE ON TODAY I see today as end of month manipulation to get the stock down by the shorts. IMO has nothing to do with the 2nd milestone" [X Link](https://x.com/KoonesEdward/status/1852008860384448706) 2024-10-31T15:24Z [---] followers, [---] engagements "$EOSE IS AT WORST A HOLD AND PROBS A BUY GIven Cerberus has infused $165 mm I feel much more comfortable holding this. Also IMO increases likelihood of DOE funding. In any event Cerberus has real skin in the game now" [X Link](https://x.com/KoonesEdward/status/1852079503767404885) 2024-10-31T20:05Z [---] followers, [----] engagements "$EOSE ALL GOOD With $125mm in the bank after int payment to Cerb and repayment of Atlas loan there is now no reason to sell EOSE. Can be patient and wait for the orders to materialize" [X Link](https://x.com/KoonesEdward/status/1852085878627119461) 2024-10-31T20:30Z [---] followers, [---] engagements "@FreemyerGreg @HoodsterThe I think the stock will trade in the $3 - $4 range until some orders are announced -- hopefully by Jan [----]. In the past its been tough getting them funded" [X Link](https://x.com/KoonesEdward/status/1852173398224347195) 2024-11-01T02:18Z [---] followers, [---] engagements "@Dolphins19845 @Patrick_4310 Hey sell it at $3.39 and buy it back at $3.38 Then go long at $3.40 and wait it's now at $3.38 so you've got to go short so dump the long and go short. Wait it's now at $3.41 so cover the short and go long.why do you even bother to post" [X Link](https://x.com/KoonesEdward/status/1852353050536485291) 2024-11-01T14:12Z [---] followers, [---] engagements "@ystdaydontcount The EOSE funding has no impact on the election. No connection so stop spewing this crap. No one in Pittsburgh gives a damn about the funding" [X Link](https://x.com/KoonesEdward/status/1852385615154655418) 2024-11-01T16:22Z [---] followers, [---] engagements "@xEBITDA good point on the warrants Aso maybe that is what is holding the stock back . Maybe the warrants and the high short interest are somehow connected with warrant holders shorting the stock" [X Link](https://x.com/KoonesEdward/status/1852458985309544566) 2024-11-01T21:13Z [---] followers, [---] engagements "$EOSE Response to Iceberg here's my take on Iceberg's recent report which I find weak -- usually their work is better but this just appears to be a rehash of the past" [X Link](https://x.com/KoonesEdward/status/1852834731987206221) 2024-11-02T22:06Z [---] followers, [----] engagements "$EOSE Still a "hold your Breath and Pray" Looks like Cerberus really wants to make this work. So that's the only reason to stay in this. I imagine a lot of positive news over the next [--] months. But they need to replace the CEO with someone real" [X Link](https://x.com/KoonesEdward/status/1853910935989051702) 2024-11-05T21:23Z [---] followers, [---] engagements "$EOSE OTHER THAN THE REV MISS VERY POSITIVE If rev miss is due to EOSE finally getting its house in order for real growth then this is a very positive release. Maybe Cerberus can help make shitty mgmt team better people and more professional" [X Link](https://x.com/KoonesEdward/status/1853921918669476169) 2024-11-05T22:06Z [---] followers, [---] engagements "$EOSE TURNING THE CORNER Maybe the huge rev miss is Cerb finally getting Joe and team to stop lying to investors and take numbers down low enough so they can exceed in the future and build credibility. That's my read I think [--] Q rev will be a big beat" [X Link](https://x.com/KoonesEdward/status/1853922370710597968) 2024-11-05T22:08Z [---] followers, [---] engagements "@Jupupa1 I really think so. This is the first time the company has made realistic rev projections. This is the Cerberus influence to stop the games and start beating expectations. It's the only way they can ultimately sell their stock" [X Link](https://x.com/KoonesEdward/status/1853934890292752395) 2024-11-05T22:58Z [---] followers, [---] engagements "$EOSE Press release Whether the stock settles at $2 $3 or $4 in the near term I think this is their first press release where there is little spin vs the fluff & garbage in their prior releases. Making tremendous progress to commercialization which was not apparent previously" [X Link](https://x.com/KoonesEdward/status/1853984389497082021) 2024-11-06T02:14Z [---] followers, [---] engagements "$EOSE DOE Funding Last quarter mgmt said they hoped it would close but didnt need it. Now they are saying expects to close (and it will -- no more lies). Not saying how much but anything between $100 and [---] mm would be fantastic and validate EOSE technology and send stk higher" [X Link](https://x.com/KoonesEdward/status/1854101512806338573) 2024-11-06T10:00Z [---] followers, [---] engagements "@osbytrade Out I wouldn't short it here. Maybe they provide more detail on guidance call and also DOE funding. So maybe the stock can move back into the $3s. But these guys are not prime time IMO. Cannot see how this incompetent group can manu $1 bil in rev to justify stk price" [X Link](https://x.com/KoonesEdward/status/1855677760070463954) 2024-11-10T18:23Z [---] followers, [---] engagements "$EOSE Insider purchases All this posting by the bulls about how this is an easy 5x - 10x from here within a year and all the progress the co has made etc. and the funny thing is not one insider has bought stock in the open market since the Sept financing" [X Link](https://x.com/KoonesEdward/status/1856383596833239200) 2024-11-12T17:08Z [---] followers, [----] engagements "$EOSE Insider's interview I though Joe was much more measured in this interview vs how he performs on the quarterly conference call. I think he lays out the issues quite clearly and was not at all promotional. So good interview. He should act like this on the conf calls" [X Link](https://x.com/KoonesEdward/status/1856409758120464401) 2024-11-12T18:52Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@KoonesEdward Edward Koones
Edward Koones posts on X about $eose, in the, $envx, imo the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +8,905%
- [--] Month [------] +718%
- [--] Months [------] -50%
- [--] Year [-------] -35%
Mentions: [--] #
- [--] Week [--] +217%
- [--] Month [--] +620%
- [--] Months [--] +10%
- [--] Year [---] -42%
Followers: [---] #
- [--] Week [---] +2.60%
- [--] Month [---] +2.60%
- [--] Months [---] +6%
- [--] Year [---] +37%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 44.55% finance 30.91% financial services 2.73% automotive brands 1.82% social networks 0.91% technology brands 0.91%
Social topic influence $eose #27, in the 14.55%, $envx 7.27%, imo #950, this is 6.36%, $cept #4, joe 5.45%, company 5.45%, investment 4.55%, if you 3.64%
Top accounts mentioned or mentioned by @mrnotadvice @citronresearch @marcuslemonis @eastglaciermt @bedbathbeyond @toptickresearch @securitize @obginvestments @bertgilfoyle @alderlaneeggs @joceyreyes209 @deluks07 @charliebilello @jawwwn @spearfishingcap @anishp144 @leebertbairdian @spacliquidity @eraserheadcap @logicalthesis
Top assets mentioned Eos Energy Enterprises, Inc. (EOSE) Enovix Corporation Common Stock (ENVX) BlackRock Inc (BLK) Core Scientific, Inc. Common Stock (CORZ) Trex Company, Inc. (TREX)
Top Social Posts
Top posts by engagements in the last [--] hours
"@EastGlacierMT @marcuslemonis @BedBathBeyond Right So instead of a negative return the investor realized a 1% annual return. Pathetic. Marcus does not create value for investors -- maybe for himself but not for investors"
X Link 2023-10-12T15:27Z [---] followers, [--] engagements
"@charliebilello Why not change your start to [--] years ago and see the results"
X Link 2024-09-12T12:48Z [---] followers, [--] engagements
"@EastGlacierMT @marcuslemonis @BedBathBeyond Easy If you held CWH from when it went public in [----] to today you would have made nothing on the investment. He created NO shareholder value. I dont care what sales or profits did. CWH shs vastly undererformed the market"
X Link 2023-10-11T16:53Z [---] followers, [--] engagements
"$Envx Pumpers gone Notice that the original pumpers of the stk are now gone Cohodes Greg others. The story isn''t panning out. ENVX has issued a lot of stk over the last [--] yrs. So lots of dilution. Limits upside"
X Link 2024-08-15T15:32Z [---] followers, [----] engagements
"$ENVX THINK ABOUT THIS If the product works and there is real OEM interest why is the co holding a grand opening of its manu facility & trying so hard to stimulate interest in their product with end users You'd think they would be banging down the doors to get in"
X Link 2024-08-16T15:38Z [---] followers, [---] engagements
"@jawwwn_ So Raj thought the California housing market has more upside than ENVX stock. OK that makes sense. And now his new career in real estate has been put on hold"
X Link 2024-09-13T13:04Z [---] followers, [---] engagements
"@TopTickResearch @Securitize The rev growth is off a very low base so misleading stat to use unless it is sustainable. What is rev growth is only 50% next year"
X Link 2026-02-06T14:08Z [---] followers, [--] engagements
"@TopTickResearch @Securitize So at 15x rev that's a mkt cap of [---] bil and with 250mm shs outstdg post merger that is a sh price of around $6"
X Link 2026-02-06T14:56Z [---] followers, [--] engagements
"@CitronResearch Blackrock was also a major investor in Core Scientific which subsequently filed for bankruptcy. You need to do your homework. Everything they touch does not turn out well"
X Link 2026-01-17T05:46Z [---] followers, [--] engagements
"@CitronResearch Let's. not forget that Blackrock put a lot of money into Core Scientific which imploded and filed for bankruptcy in [----]. Having Blackrock as an investor is far from a guarantee for success. This could be the wrong horse to ride"
X Link 2026-01-17T05:47Z [---] followers, [---] engagements
"@CitronResearch Core Scientific went public via a SPAC in July [----] and filed for bankruptcy in Dec [----]. BlackRock was a big investor in Core. So much for their vision and investing acumen. CEPT could be a repeat of Core"
X Link 2026-01-17T05:52Z [---] followers, [--] engagements
"@CitronResearch This is just a really stupid analysis. You take the great investment acumen you have for your shorts and then ruin it with this Claude analysis. You are comparing CCCX to a bunch of potentially worthless companies. Why not ask Claude who are the top Quantum companies"
X Link 2026-02-12T16:49Z [---] followers, [---] engagements
"@SpearfishingCap Damn Moved it up by a week. Must mean they did $80mm+ in revenue in the quarter and need to get that out. I guess if they pushed it back by a few days it would have meant they only did $40mm in rev for Q4. Great analysis"
X Link 2026-02-13T00:57Z [---] followers, [---] engagements
"@CitronResearch Ok. Well I guess I can wait another hour to see if you start dumping your shs. Or maybe the target is $13. Problem is all of the insider shs get released and become tradable if the stk trades to the upper teens. That is unfortunate IMO"
X Link 2026-02-13T18:47Z [---] followers, [--] engagements
"$CEPT. FIGR Imploding. This cannot be good for CEPT as the market cap of FIGR shrinks dramatically"
X Link 2026-02-06T00:27Z [---] followers, [---] engagements
"$CEPT. BE WARY OF TOP TICK's POOR AND MISLEADING ANALYSIS Top Tick stated insider shs subject to [---] day lock up period when in fact they can be released should the stock trade into the mid to upper teens. I doubt Top Tick's "deep dive" is anything but deep. Just AI crap"
X Link 2026-02-07T15:18Z [---] followers, [---] engagements
"$CEPT Undervalued compared to FIGR Tough to know the components that go into Securitize's revs. Assuming a $35mm quarterly run rate and an $80mm quarterly run rate for FIGR then CEPT should be trading at around $20/sh if it received a price/sales multiple similar to FIGR"
X Link 2026-02-08T03:39Z [---] followers, [---] engagements
"$CEPT. The Citron Curse I really hate investing on the same side as Citron when it comes to long positions (much better with short suggestions IMO). Hope CEPT does not go the way of his CCCX and S recommendations"
X Link 2026-02-09T22:57Z [---] followers, [---] engagements
"$EOSE. RIPPING HIGHER Big news story. Stock flat. Unleveraged Mkt Cap about $6 billion and did about $160 mm in sales in [----] and might do around $400mm in [----]. Stock is way overvalued at $12/sh. Will see single digits again"
X Link 2026-02-11T14:55Z [---] followers, [---] engagements
"$CEPT Plunge in FIGR not Helpful Implosion in the valuation of FIGR making the valuation gap story for CEPT a bit more uncertain. Combine that with Andrew/Citron's bullish stance on this and I'm not so happy being an investor"
X Link 2026-02-11T15:06Z [---] followers, [---] engagements
"$CEPT. Valuation Issue The problem with getting excited about CEPT is that post merger the stock could easily trade down to $6 or $7 per sh given post merger [---] mm shs outstdg. To keep the stock in double digits mgmt needs to show greater than 60-70% annual rev growth IMO"
X Link 2026-02-12T04:20Z [---] followers, [---] engagements
"$EOSE IN TROUBLE. Mkt continues to shfit from overvalued unprofitable crap. EOSE could easily trade back below $5. At $5/sh it has an UMV of over $3 bil. Ridiculous for a money losing co with maybe $400mm in rev in [----] and has not landed large orders. Something wrong here"
X Link 2026-02-12T21:39Z [---] followers, 13.8K engagements
"@AnishP144 This has become a meme stock. Valuation is meaningless. There's even the T-Rex 2X Long Eose Daily Target ETF. So fundamentals divorced from the mkt valuation. Let's see what these guys can do over the next year. Thus far the wins have been few even with the Cerb connections"
X Link 2026-02-14T03:18Z [---] followers, [---] engagements
"$EOSE Cerb will land big deal for co. Sell on the news as EOSE battery tech not being widely accepted by the industry. Cerb deal will be due to customer doing them a favor. Stock price needs to see sales annually in the billions. Where are the multiple large customer orders"
X Link 2026-02-12T21:57Z [---] followers, [---] engagements
"@LeebertBairdian @TopTickResearch @SPACLiquidity @CitronResearch @EraserheadCap @Securitize Odds of clarity act passing this year not great. So odds are high that CEPT will trade more like $5 or $6 per share this year"
X Link 2026-02-15T19:37Z [---] followers, [--] engagements
"@LogicalThesis @AlderLaneEggs @StockJabber Totally agree. He is good at shorting only because everything he touches goes down. He is a terrible investor. No investor has an edge in figuring out an early stage battery technology co. It's very complicated"
X Link 2023-08-23T00:11Z [---] followers, [---] engagements
"$ENVX Good move by Mgmt. Finally"
X Link 2023-10-04T03:46Z [---] followers, [---] engagements
"@EastGlacierMT @RawBooty2 @marcuslemonis That is exactly the point. Some companies create value and increase in price over time. Others have ups and downs but over time are flat. No value created. A good mgmt team creates value. the mgmt at CWH did not -- at least not sustained"
X Link 2023-10-12T21:15Z [---] followers, [---] engagements
"$ENVX CHANGE OF VIEW IWhile I think the stock should be valued at about $3 - [--] per sh I think Raj entering into 10b5 & the registration of warrant shs due to expecting a positive announcement by year end & the stk to pop on news so they are in position to sell at higher prices"
X Link 2024-08-14T14:53Z [---] followers, [---] engagements
"$EOSE MY TAKE ON THE DEAL WITH CERBERUS"
X Link 2024-08-18T18:51Z [---] followers, [----] engagements
"@NetMelc WOW a few more of these and it will add up to a $10K investment These guys are really going all in"
X Link 2024-08-19T20:15Z [---] followers, [---] engagements
"$EOSE MY CONCERNS Joe said the DOE loan was about to close -- this was [--] year ago. If you read the stories of potential customers from [--] years ago it sounds the same as today. Investors then provided expensive capital to save the co -- Cerberus providing expensive capital now"
X Link 2024-08-28T04:18Z [---] followers, [----] engagements
"$EOSE WHY I SOLD OUT TODAY"
X Link 2024-08-29T14:55Z [---] followers, [----] engagements
"@danielrucci Sure be happy to"
X Link 2024-09-02T02:35Z [---] followers, [---] engagements
"$EOSE BOGUS Contribution Margin"
X Link 2024-09-03T04:03Z [---] followers, [----] engagements
"$EOSE Cerberus The guys at Cerberus would definitely look like idiots (career ending moves) if they invested in EOSE and a year later were in the same position as Atlas. So hopefully they have more insights into the EOSE and its potential and ability to execute this time around"
X Link 2024-09-04T13:50Z [---] followers, [----] engagements
"@CavemanJoker I wouldnt call either an investment They are crashoots"
X Link 2024-09-05T20:17Z [---] followers, [--] engagements
"$EOSE Stock Will Work Its Way Higher"
X Link 2024-09-09T01:05Z [---] followers, [----] engagements
"@bustyvamp It depends if they get everything done and where the stock is. I'd like to think long for [----] and [----] but will reassess as they move forward. If Cerberus will finance some of these projects (I have no clue) that would be a huge plus. But not confident that will be the case"
X Link 2024-09-09T02:16Z [---] followers, [---] engagements
"@fullselfdaniel It has. I think Cerberus converting the potential customer LOI to a sale is most important along with stages [--] and [--] being successful. DOE not that important to me"
X Link 2024-09-09T05:21Z [---] followers, [---] engagements
"@MrNotAdvice Raj only filed to sell as part of the 10B plan but we don't know at what price. So far he really hasn't sold much. It could be he entered the sales at higher prices and expects the stock to go much higher on news by year end & wanted this in place prior to the news announcement"
X Link 2024-09-09T22:55Z [---] followers, [----] engagements
"@primedcapital Just like milestone [--] and [--] were a given and the stk went up on that it appears as each obvious milestone is reached the stk moves up. Don't think it is actively managed funds but rather trading BOTs"
X Link 2024-09-10T14:23Z [---] followers, [---] engagements
"$ENVX Fireside Chat So my takeaway is revenues are now possibly/hopefully at some point in [----] Am I misinterpreting what Raj said"
X Link 2024-09-12T21:03Z [---] followers, [----] engagements
"@MrNotAdvice @joceyreyes209 Thesis is simple: Low margin business dependent on govt funding to finance projects. Unclear when co will be cash flow positive meanwhile has 15% interest on debt. Yes not going under in next [--] years but unlikely to see positive FCF or positive EBITDA"
X Link 2024-09-16T21:28Z [---] followers, [---] engagements
"@DeLuks07 But this does not reflect the underlying restricted stock units that he still holds"
X Link 2024-09-17T00:43Z [---] followers, [--] engagements
"$EOSE JEFF OWNERSHIP Bert you are still misinforming people. Per the May [----] proxy Jeff owned 470K shs including underlying restricted stk units was then granted another 105K restricted stk units and has sold 200K shs. Leaving him with 375K in stk and restricted stk units"
X Link 2024-09-17T02:32Z [---] followers, [----] engagements
"$EOSE Stk down nothing to do with Jeff The morons on this board complaining about Jeff selling some stk and this causing EOSE to trade poorly is ridiculous. What you should be listening to is the CNBC interview with the CEO of CVX and the discussion about using hydrogen"
X Link 2024-09-17T17:01Z [---] followers, [----] engagements
"@Rsulli6300 He's just one director. Why don't you go and back test your thesis to see how stocks perform every time a director sells. IT'S Meaningless. Could be for lots of reasons. Did you want him to sell when it was $1 Would that make you happy"
X Link 2024-09-17T20:14Z [---] followers, [--] engagements
"$eose DOE LOAN KEY Given the info below I think the DOE loan is critical. Without it may continue to be very tough to arrange financings for their projects. With it maybe the opposite will occur. Also to bring in real investors co needs to clean up its acctg practices"
X Link 2024-09-18T15:09Z [---] followers, [---] engagements
"$EOSE Fully valued"
X Link 2024-10-09T14:56Z [---] followers, [----] engagements
"@EricRoarke Aren't there batteries going into an Indian reservation project and the funding for that project was approved by the DOE (maybe a couple of weeks back). So doesn't that mean the DOE is comfortable with the EOSE technology"
X Link 2024-10-09T22:36Z [---] followers, [---] engagements
"$EOSE Employee complaint I dont put much credence in the write up. The DOE needed to be comfortable with the EOSE battery technology prior to approving the funding for the Indian project so EOSE passed the due dili with the DOE"
X Link 2024-10-19T15:44Z [---] followers, [---] engagements
"$EOSE Will bottom this week EOSE will bottom this week ahead of positive news on Oct [--] -- achieving milestone and then the earnings call in early Nov"
X Link 2024-10-21T12:52Z [---] followers, [---] engagements
"@srvc76 @GeminusNitti I don't think 25% of the stocks float is short by non professionals. Highly unlikely"
X Link 2024-10-22T18:07Z [---] followers, [--] engagements
"@ugusek1 People/public investors generally dont appreciate how hard battery chemistry is. That's why so few changes in batteries in the last [---] years & why TSLA is such an anomaly & a gold mine. It's really hard to do. Battery company mgmt teams typically overpromise and underdeliver"
X Link 2024-10-24T19:37Z [---] followers, [---] engagements
"$EOSE ALL GOOD STAY LONG"
X Link 2024-11-01T20:15Z [---] followers, [----] engagements
"$EOSE Iceberg actually spins a positive story for the EOSE stock price near term"
X Link 2024-11-03T15:07Z [---] followers, [----] engagements
"$EOSE THE TTI FACTOR I know this has been previously mentioned but I think it is a big deal and another piece to the puzzle"
X Link 2024-11-04T05:38Z [---] followers, [----] engagements
"$EOSE Rev Miss The miss ties to TTI conf call where they said they expect demand from EOSE to sharply ramp starting beginning [----]. So for whatevver reason the sales ramp is off by 1Q. If Joe can explain the issue then the stk is a buy on the sell off"
X Link 2024-11-05T21:51Z [---] followers, [---] engagements
"$EOSE My Initial Take on the Quarterly Release"
X Link 2024-11-05T22:52Z [---] followers, [----] engagements
"@MutaliskGluon I think the stock will settle around $3. And when DOE assisted funding closes it will take the stock higher"
X Link 2024-11-05T23:01Z [---] followers, [--] engagements
"$EOSE Stock will recover today or Thurs If there were serious issues at EOSE I can guarantee Cerb would not have funded the $65 mm earlier this week and would have waited to see issues resolved. The funding tells me whatever rev issue co has will be resolved quickly"
X Link 2024-11-06T09:39Z [---] followers, [----] engagements
"$EOSE Bye Bye. Can't Invest with Joe as CEO"
X Link 2024-11-09T03:39Z [---] followers, 13.8K engagements
"@kitsuneko109 I'm not saying it's going to crater from here. It could very well trade back to the upper $3s. You've got the DOE loan in Dec. But I just can't invest with Joe as I cannot trust anything he says"
X Link 2024-11-09T04:04Z [---] followers, [---] engagements
"$EOSE Byebye Part II Just continuing to think this through. IMO senior mgmt should be replaced with competent people"
X Link 2024-11-09T15:39Z [---] followers, [---] engagements
"@RocketPenguin75 I don't hate the company. I hate the people who somehow think they have insight into the company's success and mislead other investors. These guys have failed to date. Plain and simple. Yet pumpers try to tell others some made up story of success"
X Link 2023-10-27T04:06Z [---] followers, [--] engagements
"$ENVX Capped Calls Good thing mgmt wasted $10 mm in April for the capped call transaction when their incompetence would negate the need for this. A $25 stk price should have been the least of their worries. They should have bought puts on their stk and made some money"
X Link 2023-10-30T16:00Z [---] followers, [---] engagements
"$EOSE LONGER TERM DEAD MONEY AT BEST"
X Link 2024-09-01T22:44Z [---] followers, 18K engagements
"@MrNotAdvice I'm probably wrong in my analysis of it but I just find it strange that he's only sold about 10K shs since the adoption of the plan. Don't understand why more shs haven't been sold"
X Link 2024-09-09T23:13Z [---] followers, [---] engagements
"@DeLuks07 In the proxy statement from March 2024"
X Link 2024-09-17T01:09Z [---] followers, [--] engagements
"@x_times_1 Kamala did not choose EOSE some staffer did based on where she had to give a speech to gain political support in PA. She probably has no idea of what EOSE does"
X Link 2024-09-29T16:42Z [---] followers, [---] engagements
"@OBGInvestments I think the question is why hasn't it been completed. Time is running out. Yes it will be a positive if they close on it but there is risk that the loan will not close If it does not the stock will probs trade back to the upper $1s"
X Link 2024-10-08T17:38Z [---] followers, [---] engagements
"@StonksReddit Too soon for new large orders. If cerberus funds another $65 mm in early November then that is IMO very positive as they will then have put $165mm into this thing in just two months That could clear the way for DOE loan approval"
X Link 2024-10-30T23:14Z [---] followers, [---] engagements
"@MorrisBubba @OBGInvestments @bert_gilfoyle The other point is Cerberus is in for $165 mm now. That is a very large investment for an early stage company. So they will push this thing hard"
X Link 2024-10-31T21:47Z [---] followers, [---] engagements
"@najfah If they put this into bankruptcy it wont help them They will already own 35% of the company for a senior loan. Co already been raped. Now their incentive is to make it work"
X Link 2024-11-01T14:01Z [---] followers, [---] engagements
"$EOSE More thoughts on the Quarter"
X Link 2024-11-06T05:32Z [---] followers, [----] engagements
"$EOSE SOLD OUT. MOVING ON TO BETTER INVESTMENTS Sold out this morning. Don't care about missing the move back to $4.60. Good luck to the bulls. Don't get lost in the weeds. Just look at the obvious"
X Link 2025-06-03T15:20Z [---] followers, 23.7K engagements
"@AlderLaneEggs @Enovix3D As a former long shareholder (sold in the aftermarket yesterday and then early today and now short) the crux of the issue is they have failed to articulate how they are closer to the successful commercialization of the product today than they were four months ago"
X Link 2022-11-02T20:28Z [---] followers, [--] engagements
"$ENVX The short interest is high because the story sucks. Overall I would like to buy back in and invest in the company but I just cannot get past the management team. I find them highly promotional and I question some of their more recent decisions outlined below"
X Link 2023-07-27T18:23Z [---] followers, [---] engagements
"$ENVX Stk heading to mid singel digits People on this board equate the stk price to the "real" value of this co. When it goes up for no reason they get excited and when it goes down they wonder why. Investing in a dream rarely works. And it wont work here"
X Link 2023-08-22T16:25Z [---] followers, [---] engagements
"@davidorr_31 Right. Check out how Cwh stock has done and how the stk performed after Marcus made open market purchases. DOWN"
X Link 2023-10-11T05:27Z [---] followers, [--] engagements
"@marcuslemonis @BedBathBeyond The question is whether Marcus creates value for shareholders His past track record is pretty poor"
X Link 2023-10-11T05:31Z [---] followers, [---] engagements
"@HyGrowth Why So what if he's speaking at a conference Should he hide in a closet and not attend industry conferences Do you know who the other speakers are to put this in context Is he the only speaker Maybe you should also invest of everyone else speaking at the conference"
X Link 2024-08-26T16:08Z [---] followers, [---] engagements
"@theanimal23 every deal is subject to financing LOL"
X Link 2024-08-28T21:50Z [---] followers, [---] engagements
"@MrNotAdvice My thinking is if they announce a large customer purchase it will run and maybe I'll have to pay $7 a sh but it will then double+ from there given the short interest and I'll make plenty on that move. Same with ENVX. I'd rather pay up at $20 knowing they have a large real client"
X Link 2024-08-30T01:29Z [---] followers, [---] engagements
"@bert_gilfoyle But Bert they aren't buying equity. This is not pvt equity. They are making a loan. In any event at $6 per share [--] years out would get them $930 million. or about [--] - 5x their loan which would be huge for Cerberus. And that's my point -there is little upside for the risk"
X Link 2024-09-02T02:18Z [---] followers, [---] engagements
"@OBGInvestments And if they get the DOE loan then I think there will be a short squeeze and that could take the stock way up. Longer term I do think this is a $3 stock until proven otherwise (like a large order)"
X Link 2024-09-03T15:39Z [---] followers, [---] engagements
"@MrNotAdvice Great if you could focus on EOSE profitability. Current project at much higher price than other projects. CM+ (w/tax credits) in 4Q on this higher priced business but lower priced business next year. So with overhead and int exp. what will it take to actually generate FCF"
X Link 2024-09-16T00:57Z [---] followers, [---] engagements
"@bert_gilfoyle This is a non event unless other members start to sell. Jeff owned 470K shs as of Mar [--] [----] which includes shs of common stock & underlying restricted stock units. Then he gets another 100K+ shs for sitting on the Board. So the sale is probs 28% of his overall holdings"
X Link 2024-09-17T00:20Z [---] followers, [---] engagements
"@keeganm5858 I don't quite follow your train of thought. ENVX trades [--] mm shares a day. Why does he need retail to facilitate his trades The stock is very liquid. Do you really think this Twitter platform has any impact on the ENVX stock price"
X Link 2024-09-17T23:31Z [---] followers, [---] engagements
"@MrNotAdvice If the market weakens in the next few weeks I could easily see this roundtripping back to the $1.80s which is where it was trading prior to the "non-event" news stories that took the stock higher (the Stifel report Milestone [--] and shldr vote) -- all of which were a given"
X Link 2024-09-19T19:42Z [---] followers, [---] engagements
"@MrNotAdvice Sure. I still think the seller in the mid $2s is Cerberus (but don't know how they can do it). They lock in an amazing gain and remove the risk of losing the capital they just put into the co"
X Link 2024-09-19T19:52Z [---] followers, [---] engagements
"@MrNotAdvice @joceyreyes209 I appreicate you bringing these podcasts but why should people invest with you guys BYON is a huge bust ENVX is garbage (at least to date). These were two stocks Greg was super excited about. So not a great track record"
X Link 2024-10-15T16:25Z [---] followers, [---] engagements
"$EOSE MY TAKE ON TODAY I see today as end of month manipulation to get the stock down by the shorts. IMO has nothing to do with the 2nd milestone"
X Link 2024-10-31T15:24Z [---] followers, [---] engagements
"$EOSE IS AT WORST A HOLD AND PROBS A BUY GIven Cerberus has infused $165 mm I feel much more comfortable holding this. Also IMO increases likelihood of DOE funding. In any event Cerberus has real skin in the game now"
X Link 2024-10-31T20:05Z [---] followers, [----] engagements
"$EOSE ALL GOOD With $125mm in the bank after int payment to Cerb and repayment of Atlas loan there is now no reason to sell EOSE. Can be patient and wait for the orders to materialize"
X Link 2024-10-31T20:30Z [---] followers, [---] engagements
"@FreemyerGreg @HoodsterThe I think the stock will trade in the $3 - $4 range until some orders are announced -- hopefully by Jan [----]. In the past its been tough getting them funded"
X Link 2024-11-01T02:18Z [---] followers, [---] engagements
"@Dolphins19845 @Patrick_4310 Hey sell it at $3.39 and buy it back at $3.38 Then go long at $3.40 and wait it's now at $3.38 so you've got to go short so dump the long and go short. Wait it's now at $3.41 so cover the short and go long.why do you even bother to post"
X Link 2024-11-01T14:12Z [---] followers, [---] engagements
"@ystdaydontcount The EOSE funding has no impact on the election. No connection so stop spewing this crap. No one in Pittsburgh gives a damn about the funding"
X Link 2024-11-01T16:22Z [---] followers, [---] engagements
"@xEBITDA good point on the warrants Aso maybe that is what is holding the stock back . Maybe the warrants and the high short interest are somehow connected with warrant holders shorting the stock"
X Link 2024-11-01T21:13Z [---] followers, [---] engagements
"$EOSE Response to Iceberg here's my take on Iceberg's recent report which I find weak -- usually their work is better but this just appears to be a rehash of the past"
X Link 2024-11-02T22:06Z [---] followers, [----] engagements
"$EOSE Still a "hold your Breath and Pray" Looks like Cerberus really wants to make this work. So that's the only reason to stay in this. I imagine a lot of positive news over the next [--] months. But they need to replace the CEO with someone real"
X Link 2024-11-05T21:23Z [---] followers, [---] engagements
"$EOSE OTHER THAN THE REV MISS VERY POSITIVE If rev miss is due to EOSE finally getting its house in order for real growth then this is a very positive release. Maybe Cerberus can help make shitty mgmt team better people and more professional"
X Link 2024-11-05T22:06Z [---] followers, [---] engagements
"$EOSE TURNING THE CORNER Maybe the huge rev miss is Cerb finally getting Joe and team to stop lying to investors and take numbers down low enough so they can exceed in the future and build credibility. That's my read I think [--] Q rev will be a big beat"
X Link 2024-11-05T22:08Z [---] followers, [---] engagements
"@Jupupa1 I really think so. This is the first time the company has made realistic rev projections. This is the Cerberus influence to stop the games and start beating expectations. It's the only way they can ultimately sell their stock"
X Link 2024-11-05T22:58Z [---] followers, [---] engagements
"$EOSE Press release Whether the stock settles at $2 $3 or $4 in the near term I think this is their first press release where there is little spin vs the fluff & garbage in their prior releases. Making tremendous progress to commercialization which was not apparent previously"
X Link 2024-11-06T02:14Z [---] followers, [---] engagements
"$EOSE DOE Funding Last quarter mgmt said they hoped it would close but didnt need it. Now they are saying expects to close (and it will -- no more lies). Not saying how much but anything between $100 and [---] mm would be fantastic and validate EOSE technology and send stk higher"
X Link 2024-11-06T10:00Z [---] followers, [---] engagements
"@osbytrade Out I wouldn't short it here. Maybe they provide more detail on guidance call and also DOE funding. So maybe the stock can move back into the $3s. But these guys are not prime time IMO. Cannot see how this incompetent group can manu $1 bil in rev to justify stk price"
X Link 2024-11-10T18:23Z [---] followers, [---] engagements
"$EOSE Insider purchases All this posting by the bulls about how this is an easy 5x - 10x from here within a year and all the progress the co has made etc. and the funny thing is not one insider has bought stock in the open market since the Sept financing"
X Link 2024-11-12T17:08Z [---] followers, [----] engagements
"$EOSE Insider's interview I though Joe was much more measured in this interview vs how he performs on the quarterly conference call. I think he lays out the issues quite clearly and was not at all promotional. So good interview. He should act like this on the conf calls"
X Link 2024-11-12T18:52Z [---] followers, [---] engagements
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