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[@FreemyerGreg](/creator/twitter/FreemyerGreg)
"@x_times_1 @bert_gilfoyle @seriously211 @KroekerNathan Any reference pre April 2023 is irrelevant. That's when the new community benefits guideline was published. Many here thought that guideline delayed the conditional approval of the loan at least X months as $eose put together its community benefits package together"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946954947091738802) 2025-07-20 15:26:46 UTC 1024 followers, XXX engagements


"@goodwillimp @seriously211 @mymorristribe But 1) relates to cash from orders not manufacturing. Correct It is a standalone requirement correct +++ My follow on question is if all payments received prior to manufacturing the cubes count towards 1)"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1947848629403660392) 2025-07-23 02:37:57 UTC 1024 followers, XXX engagements


"@NuclearFact Damn good question. But without orders why is $eose running X shifts X days a week I don't know where the orders are but Harmony saw X shifts / X days a week The cubes are going somewhere presumably"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948204028036276330) 2025-07-24 02:10:10 UTC 1023 followers, XXX engagements


"$eose Remember during the Q1 call Joe defined scale as Line X running at X GWh/yr run rate. That is a $250mm/year run rate or a $62.50mm/quarter run rate. === I for one think we are either at that rate now or we will be by the end of Q3. === That puts us into the operational area where $eose labor is XXX% of launch COGS. And mfg. Overhead is XXX% of launch COGS. And Direct Material is XXXX% of launch COGS. Thus we are either at or near the point that: direct material + labor + mfg overhead == XXXX% of launch COGS. I think that makes $eose a profit on every battery even without the 45X credit"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948150032961565035) 2025-07-23 22:35:37 UTC 1024 followers, 5079 engagements


"$eose We re melting up from the late May fuckery"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945834158971887795) 2025-07-17 13:13:10 UTC 1025 followers, XXX 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 XXX% 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 X trading days). Are you coming along for the ride"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1947355994444447894) 2025-07-21 18:00:23 UTC 1024 followers, 4822 engagements


"Also note that slide isn't talking about marginal COGS. It is talking about all in COGS If $eose is down to $230/KWh COGS without the 45X credit we have ourselves a huge winner. Hopefully that isn't news to anyone"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948418903798874258) 2025-07-24 16:24:01 UTC 1025 followers, XXX engagements


"Shipping an EV to Hawaii or Guam may have just become impossible as this shipper has just announced they will no longer accept new bookings of new/used EVs due to the risks associated with Li-ion batteries"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1947085940352069697) 2025-07-21 00:07:17 UTC 1020 followers, 1859 engagements


"@isorry123 @bert_gilfoyle If so it will show up in a massive increase in RPO. One of the first things I will look at in the 10Q. $eose could technically have a $150mm H2 but RPO will have to reflect that"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948017813551014302) 2025-07-23 13:50:13 UTC 1024 followers, XXX engagements


"$eose Is the Miami location on the map a NextEra subsidiary"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945297211358589436) 2025-07-16 01:39:31 UTC 1022 followers, 1910 engagements


"@TulipCritique @thehipskipple @bert_gilfoyle @Cluster_6 @briand928 Show me math Use a X stock scenario: one with a $10B float one with a $1B float Assume the fund has $110mm to invest in the X companies with a weighted float basis. I asked Grok to do that and it changed its mind and agreed with me. The fund would buy XXX% of each company"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946164337934004318) 2025-07-18 11:05:10 UTC 1024 followers, XXX engagements


"$eose I asked Grok to calculate the payback time for a PJM located data center to buy C/16 Z3 cubes at $250/KWh from $eose and charge from 11pm to 7am then discharge the rest of the day. XX% efficiency on the BESS. X time of use charges: - overnight (the cheapest) - base - peak (4 hrs a day I think for PJM) I also told it to take into account seasonal changes to the rate structure. X months of summer rate and X months of non-summer. It calculated about XX yrs. Not great as an investment but if peak power realistically isn't available in PJM the model might be very realistic for data centers"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1944394454657298528) 2025-07-13 13:52:17 UTC 1025 followers, 2245 engagements


"Nathan was clear. 2+GWh/yr is the expected production from the line. Applying a utilization rate to a predicted total production makes no sense. We've all seen Bert's chart. With a XX second cycle time we are only talking XX% utilization to hit 2+GWh/yr. If you want to adjust that just say you think XX% utilization is more likely. Or maybe we hit XX% utilization"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946185448793186594) 2025-07-18 12:29:04 UTC 1021 followers, XXX engagements


"$eose The below post is worth spending some time with. I forgot to attach my working spreadsheet and serial number tracker. Now attached"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948026624869322894) 2025-07-23 14:25:14 UTC 1025 followers, 3195 engagements


"I think $eose became CM+ with the 45X credits in April or before. Remember the plan was to achieve CM+ then ramp production. Well production has been ramping since April X or so. $eose achieving CM+ without the 45X credit a few months later is compatible with it happening at some point in Q3"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948280132923265053) 2025-07-24 07:12:35 UTC 1024 followers, XXX engagements


"45x PTC isn't revenue as $eose keeps their books. It is negative COGS. But it is still reported in the 10Q every quarter and is strongly correlated with main line Z3 production. I found a note in one of the filings that said they book PTC credits when a Z3 module is manufactured not when a cube ships. Also I think they only recently started booking the Active Materials Credit thus my using $45/KWh in the past and $47.50/KWh now"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1947286581762498736) 2025-07-21 13:24:34 UTC 1016 followers, XXX engagements


"2 use cases: 1) Every AI data center that does training is going to have massive load shifts in less than a second That realistically can only be met with BESS and I suggest only Li-ion. Every MegaPack Tesla can produce will get consumed by this C2 or faster discharge need (not C/2 C2). I've seen the cube counts required and it is stunning. I doubt Tesla LG etc. can make enough BESS for all the envisioned AI data centers. It will be a huge bottleneck to AI data center deployment. 2) AI data centers need 7x24 power. That will often mandate LDES to do time of day power shifting. That is the"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948357528280002787) 2025-07-24 12:20:08 UTC 1024 followers, XX engagements


"This one (funded by private industry) is set to start soon (Hours Days Weeks). If the satellite moves when the turn on the highly experimental thruster space based propulsion will be turned on its head. IVO Ltd is footing the bill because they are convinced it will work and they can reap some of the rewards. I would follow this guy for the next few weeks anyway"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946654425256182047) 2025-07-19 19:32:36 UTC 1021 followers, XXX engagements


"$eose Even now my shares are fully on loan. I thought the shorts would have been exiting in July. For a while 3/4ths of my shares got returned but fully loaned out for the last week"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948085473626267814) 2025-07-23 18:19:05 UTC 1024 followers, 1996 engagements


"I'm not sure all grasp the slide. Look at the sub+title: XX% Cost out as of Q1 XX% Cost out at "volume" ++++ If we assume launch COGS was $1000/KWh the. Q1 was still $360/KWh COGS. But if we are now "at volume" (like I propose) then we are down to $230/KWh COGS. ++++ Thus my theory that very early in Q2 "CM+ with the 45X credit" was achieved and now X months later we are near achieving "CM+ without the 45X credit" and may have already done so"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948417451319795774) 2025-07-24 16:18:14 UTC 1025 followers, XXX engagements


"The US is turning mercantile. China always was. It's a new world every has to decide where they will fit in. Japan just said they were on the US team. Europe is trying to get on the US team. Amazingly I don't know where Mexico and Canada will land. Mexico seems to have grown exports to the US under Trump XX. Canada the opposite"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948078330798133755) 2025-07-23 17:50:42 UTC 1024 followers, 1301 engagements


"$eose My best guess on the locations on the Management Console: - Miami - Viejas (near San Diego) (might be X locations on the map) - Camp Pendleton - North of Las Angeles (what project) - Torrecillas Wind Farm (near Mexico) - Orchard (near Houston) - Lincoln NB - Dominion (Virginia) - New Jersey (R&D center multiple sites) - Turtle Creek (the factory) - Maybe Detroit (no idea what project this is)"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945270531282100684) 2025-07-15 23:53:30 UTC 1018 followers, 1708 engagements


"Q2 being XXX% higher than any previous quarter is $21mm in revenue. If the felt is in short supply it will impact Q3 not Q2. Lots of felt destined to $eose was brought into the US from South Korea in Feb/Mar/Apr/May. More than enough for Q2 needs. I am somewhat confident that an alternate felt provider is now in place and the drop-off in felt from South Korea is just part of the transition process from the old supplier to the new supplier. Potentially there are XX cubes sitting in that Virginia staging lot and not booked as revenue. At X cubes/$1mm that is about $6.5mm worth. If those cubes"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1947369907953537460) 2025-07-21 18:55:41 UTC 1016 followers, XXX engagements


"Have you seen my calculation of XX cubes for April Have you seen the serial number tracking table If CMP manufactured cubes are still shipping out of $eose XXX cubes for Q2 is a near certainty. 40+60+80 = XXX cubes for Q2. The ramp is on How do you get to $150mm for the year at a minimum without a significant ramp month to month"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948208136726134784) 2025-07-24 02:26:30 UTC 1024 followers, XXX engagements


"Jonathan do you remember how Q3 and Q4 earnings sucked and why $eose has XXX million warrants they mark to market each quarter. When the stock price goes up the liability associated with those warrants goes up. May 31: $XXXX SP June 30: $XXXX SP It is as simple as 150mm * ($5.12 - $3.78) but it is close. That one aspect will be close to a $200mm GAAP earnings loss. Then add on the actual operating loss for the quarter. Maybe $XXX million dollar GAAP earnings loss for Q2 $eose GAAP earnings are meaningless"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948588215964664101) 2025-07-25 03:36:48 UTC 1024 followers, XXX engagements


"@mymorristribe @JoshTradeOption @x_times_1 It is NOT as simple as 150mm * ($5.12 - $3.78) but it is close"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948588547381875055) 2025-07-25 03:38:07 UTC 1025 followers, XX engagements


"@JordanSolace @primedcapital @MutaliskGluon I think $25m or more revenue and continued guidance to $150mm minimum for the year will be a successful ER. I will be looking deeper but that's where the main market will look"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948478725621682243) 2025-07-24 20:21:43 UTC 1025 followers, XX engagements


"$eose It has been a week since the last graphite felt shipment. Not long but $eose is consuming about X tonnes/day of graphite felt currently. So if there isn't a new supplier the $eose inventory of felt is back where it was before this shipment came in. I'm definitely leaning into the idea that a new supplier is doing the heavy lifting now and the South Korean one is back filling. Question for the gurus: If you were about to shift suppliers near the end of Q2 would you bring in a large amount of inventory from the first supplier in the X or X months before that to make sure you had enough to"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945859401837150670) 2025-07-17 14:53:28 UTC 1019 followers, 2137 engagements


"Now it's $XX billion Question for those that think the Senator didn't ask for announcements to be held for today: What miracle caused $90B in announcements around this event"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945115863314514343) 2025-07-15 13:38:54 UTC 1024 followers, 1032 engagements


"@bert_gilfoyle A NextEra related project is more good news"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945304589508411781) 2025-07-16 02:08:50 UTC 1020 followers, XXX engagements


"I'm not. I am finding the 45X PTC credits earned each quarter. It is in the quarterly filings. KWh produced on the main line = $PTC / ($45 * 0.90) Is the formula I used to determine KWh manufactured on the main line. Then I had to pick a MWh/cube number to work with. We have been told: C/4 = XXXXX MWh/cube C/10 = XXX MWh/cube I had to pick something and I picked XXX MWh/cube for my calculation. Could be the wrong choice easily enough"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948220317333156126) 2025-07-24 03:14:54 UTC 1023 followers, XXX engagements


"@nav7634 This was a $X stock X months ago. XX% dilution makes it a $XXXX stock today. The OBBB and the battery materials tariff bump that up. To what I don't know but we are still moving back to mid-May valuations. I expect to hold $6-$7 until the EC"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946181750184366133) 2025-07-18 12:14:22 UTC 1017 followers, XXX engagements


"@JoshTradeOption @x_times_1 Earnings Gapp earnings They will be massively in the tank Q2 and I hope Q3 and Q4. Josh are you familiar with the effects of marking XXX million liability warrants to market. -$0.60/share or so I think"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948578975112200365) 2025-07-25 03:00:05 UTC 1025 followers, XXX engagements


"Hates to deliver power faster than C/2 may not even be reasonably possible. For a lot of battery applications even C/2 is too slow. $eose quit even claiming it's a reasonable solution for discharge faster than C/4. For data centers that likely means a huge amount of Li-ion and a huge amount of LDES will be needed"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948230155278696803) 2025-07-24 03:54:00 UTC 1023 followers, XXX engagements


"@HungStrikerCptl The ramp was a post CM+ activity. The ramp started in April"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1947640147404529690) 2025-07-22 12:49:31 UTC 1020 followers, XXX engagements


"@mymorristribe @JoshTradeOption @x_times_1 Price on June XX vs price on March XX. XXX million warrants that get to be $200mm more of a liability. That increase in liability lands squarely on GAAP earnings"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948590579199475909) 2025-07-25 03:46:11 UTC 1025 followers, XXX engagements


"I guess you know one of McCulloch's most controversial claims is that thrust (energy) can be extracted from the quantum vacuum. The IVO Ltd. company has used that claim to build a commercial satellite thruster they hope to sell. That thruster is in orbit now and will be powered on "soon" (days weeks). The goal is to raise the orbit elevation of the satellite 100km. If that happens QI will be getting a lot more attention even if it still gets no traction"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1947395067024417186) 2025-07-21 20:35:39 UTC 1019 followers, XX engagements


"Do we know about this: "That project completed in 2023 and successfully demonstrated its third-generation technology system Eos Z3 at a San Diego Gas and Electric facility in the City of Pala." In Q3 & Q4 of 2023 $eose was shipping Z3 batts from the semi-automated line. This could be accurate. I just never heard of it"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945632783734640684) 2025-07-16 23:52:58 UTC 1023 followers, 1523 engagements


"@mymorristribe @JoshTradeOption @x_times_1 On the otherhand did you see the great GAAP earnings for Q1 Opposite effect. Share price fell around $X from Dec XX to Mar XX so it added $150mm to the GAAP earnings. Basically meaningless numbers"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948591202468511960) 2025-07-25 03:48:40 UTC 1025 followers, XXX engagements


"@GenXJerk70 Yep Doesn't get me to $40mm plus revenue for Q2. Might happen but that statement doesn't get me there"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948079712615670191) 2025-07-23 17:56:11 UTC 1021 followers, XX engagements


"@MorrisBubba The statement by Joe was along the lines of: First we become CM+ with the PTC then a few months later we become CM+ without the PTC. The PTC only accelerates CM+ by a few months"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948265633486913988) 2025-07-24 06:14:58 UTC 1025 followers, XXX engagements


"@OBGInvestments I remember when Cheniere ($LNG) was about a $15B market cap (2018/2019). I was much more trusting of my analysis than the analysts"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948727263173759061) 2025-07-25 12:49:19 UTC 1024 followers, XX engagements


"@goodwillimp @seriously211 @mymorristribe Goodwill you are over simplifying"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1947845114627244336) 2025-07-23 02:23:59 UTC 1019 followers, XXX engagements


"Just make sure you heard what I said: - I'm talking about Q3 so X months before we see numbers - I have made no claim as to what "Launch COGS" value is and it is the basis of the calculation - $eose is adding in $10s of millions of line commissioning costs still. That's per quarter. It will keep the reported gross profit from anywhere close to 49%"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948556611804446734) 2025-07-25 01:31:13 UTC 1025 followers, XXX engagements


"I like the guiding wave concept. Not that I understand it but at least it lets me have real particles / photons Wave-particle duality is beyond my brain to comprehend. And I'm an undergrad physics major. I studied this stuff From Grok: +++++++++++ In quantum mechanics the pilot wave concept is primarily associated with the de Broglie-Bohm theory. It goes by a few names including: - Pilot Wave Theory - Emphasizes the guiding wave that directs particle motion. - Bohmian Mechanics - Named after David Bohm who developed the theory further in the 1950s. - de Broglie-Bohm Theory - Acknowledges"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1947733692799226355) 2025-07-22 19:01:14 UTC 1025 followers, XXX engagements


"Easily done. All R2K companies get purchased equally as a percentage of their float. If Black Rock bought X% of $eose float due to R2K inclusion then they have to buy X% of the float of every company on the R2K. Based on R2K inclusion Black Rock at most would buy 2.5%. That doesn't happen. Assume R2K total float value is $3T and Black Rock AUM is $75B"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946056448036761680) 2025-07-18 03:56:27 UTC 1021 followers, XXX engagements


"@mymorristribe @JoshTradeOption @x_times_1 I only care so I can ignore it Lots of stock pricing models are 20x EPS or similar. $eose won't have a meaningful EPS until the warrants expire in 2032 or so"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948592156618137716) 2025-07-25 03:52:27 UTC 1024 followers, XXX engagements


"Re: "23.3% of sales price" The slide says that at scale COGS will be XXXX% of the launch COGS. Thus if it cost $1000/KWh to make Z3 at the launch almost X years ago it costs $233/KWh at scale. And Joe defined scale for that slide to be X GWh/yr run rate. I am claiming we are very close to that run rate. I don't know what launch COGS was"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948283655425515949) 2025-07-24 07:26:35 UTC 1022 followers, XX engagements


"You guys are crazy If Black Rock has $100B AUM tracking R2K and the R2K aggregate float is $XXX Trillion: Black Rock buys $100B / $3.3T percent of every stock in the R2K. That's 3%. Vanguard will be less than that. ++++ At least half the XX million shares Black Rock bought have nothing to do with R2K tracking"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946187600928063772) 2025-07-18 12:37:37 UTC 1022 followers, XXX engagements


"@Bullstkpicks @bert_gilfoyle The Q2 earnings call will be an inflection point for sure but the Q3 earnings call is the one I am waiting for. It is going to shock the market"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946857291044495739) 2025-07-20 08:58:43 UTC 1021 followers, XX engagements


"Did you ever get a satisfactory guestimate to 1st quarter marginal COGS/KWh I see "ramp expense" is pushed into COGS. I'm not a CPA but that seems weird. This is from the COGS paragraph in the Q1 10Q: "As a nascent technology with a new manufacturing process that is early in its product lifecycle the Company still faces significant costs associated with production start-up commissioning of various components modules and subsystems and other related costs." I'm thinking "materials+labor+mfg overhead" has fallen significantly since then. ie. X - (23/36) A XX% drop for Q3 COGS relative to Q1 for"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948455110721368494) 2025-07-24 18:47:53 UTC 1024 followers, XXX engagements


"If $eose has customers for the cubes I think they will be at the top end of guidance. The ramp is real. Cubes are leaving Turtle Creek like never before. The line will be fully implemented in another few weeks and sub-assembly manufacturing is already at least XX% in place. The only reasons $190mm can't be achieved: - no customers to ship the cubes to - no raw materials from suppliers ++++ I think raw materials are good to go. Enclosures seem to finally be in good supply. Tetra has the electrolyte covered for in excess of just Line X fully ramped. A new US felt supplier seems to be in place"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948008175602487336) 2025-07-23 13:11:55 UTC 1022 followers, XXX engagements


"@asymmetry292 @thehipskipple The FUZES project is very clearly NextEra as the utility and Eos as the BESS. Very non-secret"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945578361822056902) 2025-07-16 20:16:43 UTC 1020 followers, XXX engagements


"@eachus @OfMikeAndMen @DirkBruere @ToughSf @memcculloch I think the most descriptive paper you will find is the Becker and Bhatt paper. IVO Ltd is a for profit Corp and they plan to make money selling their thruster. It is a commercial repeatable design according to them"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1947622464067903497) 2025-07-22 11:39:15 UTC 1021 followers, XX engagements


"Reposting from a lessor read reply: Do we have Q2 guidance other than: Q2 2025 will make up for Q4 2024 Q4 2024 was supposed to be around $40mm. I think most have forgotten the guidance. Not $eose fault we have no memory == Real answers appreciated =="  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948046715073806795) 2025-07-23 15:45:04 UTC 1025 followers, 2289 engagements


"@JJsson2 @TulipCritique @thehipskipple @bert_gilfoyle @Cluster_6 @briand928 The only way is if the weighting isn't linear. No one has made that claim. Not that they won't"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946191672603251169) 2025-07-18 12:53:47 UTC 1020 followers, XXX engagements


"Yeah I'm XX% shares from a $s perspective. My DCA is $XXXX. And the date is Nov XX for the warrants I'm pretty sure. If I can convert 40k warrants at $XXXXX that's about $450K straight into $eose bank account. (Working on making that possible). Doing my part to keep it from all being a cashless conversion"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946616609868481006) 2025-07-19 17:02:20 UTC 1018 followers, XXX engagements


"@grantgerke @bert_gilfoyle BlackRock is not Blackstone BlackRock was the recent 13G filing"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1948016977844298122) 2025-07-23 13:46:54 UTC 1021 followers, XX engagements


"@NetMelc @HungStrikerCptl City Utilities they gave us both MWh and $s XXX MWh C/6 Was it $73mm (i can't find it right now)"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1947665240461562244) 2025-07-22 14:29:13 UTC 1024 followers, XXX engagements


"Anyone going to join me in buying "new" never before issued $eose shares on Nov XX I'm going to exercise at least 20000 of my $eosew warrants Assumes the share price is $XXXXX or more at the close on Nov XX I don't have that much cash so I will sell 20000 of old used shares at the close on Nov XX to have funds to buy the 20000 shares the next morning. Most of us in this community can do similar"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946600277152498041) 2025-07-19 15:57:26 UTC 1018 followers, 3073 engagements


"It's a linear market float weighting correct You guys (and Grok) are making this too complicated. For simplicity assume: Value of the float for all R2K companies: $1000 billion Dollars in Black Rock R2K tracking fund: $XXX billion Result: Black Rock buys XX% of every company's float That is what happens if it is a simple linear weighting"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946158373520466130) 2025-07-18 10:41:28 UTC 1018 followers, XXX engagements


"I put this $eose (EOS Energy) summary report together with Co-pilot: ++++ Eos Energy Investment Uniquenesses (Strategic Focus Enhanced) - 15+ years of chemistry-first R&D Eos developed its proprietary Znyth zinc hybrid cathode chemistry over more than a decadeestablishing a deep technical moat and positioning itself as a non-lithium alternative for long-duration energy storage (LDES). - Reshoring manufacturing from China (2018) Under Joe Mastrangelos leadership Eos proactively shifted component sourcing and manufacturing from China to Pennsylvania anticipating geopolitical risk and supply"  
![@FreemyerGreg Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1396742700523786240.png) [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946535527399977100) 2025-07-19 11:40:09 UTC 1024 followers, 4646 engagements