[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@FreemyerGreg](/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](/creator/x/FreemyerGreg) on [X](/post/tweet/1946954947091738802) 2025-07-20 15:26:46 UTC 1016 followers, XXX engagements "@ryanthawks I have 1000 followers now. What's up with that XX% of what I post is $eose related"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945975110592070002) 2025-07-17 22:33:15 UTC 1008 followers, XXX engagements "@Stefan8623 @x_times_1 But I can't rule out $eose either. What's the downside for NextEra of going with $eose then changing horses in 12-18 months if they fail"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1941889703403299078) 2025-07-06 15:59:18 UTC 1015 followers, XXX engagements "Serious request: Provide a companion piece to this summary I just wrote for $eose. Explain how $envx is riding a geopolitical global restructuring into greatness. I was intrigued by $envx in 2023 but decided it was on the wrong side of the geopolitical tidal wave headed our way"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946546522234953780) 2025-07-19 12:23:50 UTC 1017 followers, XXX engagements "Can't have missed yet. If they were below the milestone amount they still have time to get there. I don't think they would have the call on the morning of the deadline day if the outcome wasn't XXX% known. And failure to meet the deadline wouldn't be known until the end of that day"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946155579195658735) 2025-07-18 10:30:22 UTC 1012 followers, XX engagements "$eose We re melting up from the late May fuckery"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945834158971887795) 2025-07-17 13:13:10 UTC 1008 followers, XXX engagements "I think the opposite. The 12/12 presentation included a big graphite spec change. My guess is that the South Korean supplier is still providing old spec felt. But the new supplier likely had to build a new dedicated line for $eose so it would only make sense that they are making new spec product"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945863972084752853) 2025-07-17 15:11:38 UTC 1008 followers, XXX engagements "I think there is too much focus on details and not enough of where $eose fits into the geopolitical environment. In 2022 when I found $eose I was looking for a company that would benefit from the coming years of geopolitical fighting between the US and China. I obviously didn't know about Trump and his tariffs and the FEOC language in the OBBB but it all fits the geopolitical narrative that could have been laid out in the summer of 2022 when the IRA passed"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946540591061635209) 2025-07-19 12:00:16 UTC 1017 followers, XXX engagements "We know NextEra is looking seriously at 4+ hr BESS. Pilots test projects discussion. They have the 49MWh Torrecillas facility with $eose and several future FUZE projects. What other BESS suppliers are they testing with for 4+ hrs Who else are they building a strong relationship with"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1941482937075093980) 2025-07-05 13:02:57 UTC 1014 followers, 1808 engagements "$eose Is the Miami location on the map a NextEra subsidiary"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945297211358589436) 2025-07-16 01:39:31 UTC 1015 followers, 1891 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](/creator/x/FreemyerGreg) on [X](/post/tweet/1946164337934004318) 2025-07-18 11:05:10 UTC 1015 followers, XXX 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](/creator/x/FreemyerGreg) on [X](/post/tweet/1946185448793186594) 2025-07-18 12:29:04 UTC 1014 followers, XXX engagements "@srvc76 @thehipskipple @Only4CBN I did the math. If Black Rock had $75B in the R2K tracking fund and the R2K was worth $3T then Black Rock would buy XXX% of each R2K company. Simple linear weighting makes this easy math"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946057645456019545) 2025-07-18 04:01:13 UTC 1011 followers, XXX engagements "@thehipskipple Probably one of their other investments told them they were about to make a $X Billion dollar BESS purchase from that upstart $eose. And they went: Wat where when who Let us buy a bunch of their stock before you announce the deal"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946046396127125767) 2025-07-18 03:16:31 UTC 1011 followers, XXX engagements "@PlacesMagi15559 @RogTallbloke I took this at RMNP in early May this year"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946865272792531391) 2025-07-20 09:30:26 UTC 1017 followers, XXX 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](/creator/x/FreemyerGreg) on [X](/post/tweet/1946654425256182047) 2025-07-19 19:32:36 UTC 1016 followers, XXX engagements "@eosegreen @x_times_1 @mc_bee4 RPO was $95mm within XX months by the end of Q1. It hopefully will have grown since then. We don't have a full grasp on the customer list in this echo chamber:"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945490353328394529) 2025-07-16 14:27:00 UTC 1014 followers, XX engagements "@RocketPenguin75 @Brownhornet1977 @philroberts @Cluster_6 @7MileCapital How did this $eose thread turn into a $envx thread Muting now"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946228524483834165) 2025-07-18 15:20:14 UTC 1015 followers, XXX engagements "My assumption is a new built building at this stage can't meet the deadline but what do I know. And getting a waiver may not be hard. Offer: we really need to build our Factory X site quickly. If we can get X lines for Factory X operating by the end of 2026 how about a XX month waiver on lines 3&4 Longstop Date"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1947144607671996432) 2025-07-21 04:00:25 UTC 1017 followers, XX engagements "I understand NextEra has XX GW of renewable projects in their pipeline. Spans the next X years or so. How much gets built given the OBBB I have no idea. But the demand is truly massive. NextEra would be betting many billions of dollars on the Z3 and $eose ability to scale to numerous factories"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1941880665349242914) 2025-07-06 15:23:23 UTC 1015 followers, XXX engagements "I put this $eose (EOS Energy) summary report together with Co-pilot: ++++ Eos Energy Investment Uniquenesses (Strategic Focus Enhanced) - 15+ years of chemistry-first R&D Eos developed its proprietary Znyth zinc hybrid cathode chemistry over more than a decadeestablishing a deep technical moat and positioning itself as a non-lithium alternative for long-duration energy storage (LDES). - Reshoring manufacturing from China (2018) Under Joe Mastrangelos leadership Eos proactively shifted component sourcing and manufacturing from China to Pennsylvania anticipating geopolitical risk and supply"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946534994815472064) 2025-07-19 11:38:02 UTC 1016 followers, XX engagements "@srvc76 @JoshTradeOption @GrassmanWilliam 13G means Black Rock doesn't plan to try and interact with the company/board. They will be passive in their ownership. What does that have to do with how the decision to buy XX million shares was made Truly confused over here"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946163176589959632) 2025-07-18 11:00:33 UTC 1015 followers, 1192 engagements "$eose You can't sleep on these guys. Now they are hiring weekend guys and gals to wire up the cube enclosure shelves Ramp ramp ramp I am already excited to see the Q3 10Q and we're only XX days into the quarter"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1943404568043278768) 2025-07-10 20:18:50 UTC 1008 followers, 3015 engagements "@Cluster_6 @thehipskipple @briand928 @bert_gilfoyle It's a simple linear weighting I believe. They would buy X% of every company in the R2K. Surely they don't own X% of every company in the R2K"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946051193945371113) 2025-07-18 03:35:35 UTC 1011 followers, XXX engagements "@x_times_1 @bert_gilfoyle @seriously211 @KroekerNathan I will look at the Dec 2024 closing doc and see if they included the Community Benefits requirements that $eose has to meet. Not at a computer currently"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946956576612384863) 2025-07-20 15:33:15 UTC 1017 followers, XXX engagements "@BullyMarwar @freebirdsteven Your comment about "the next Eos" inspired me to write this:"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946545661433844084) 2025-07-19 12:20:25 UTC 1017 followers, XX engagements "$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](/creator/x/FreemyerGreg) on [X](/post/tweet/1945859401837150670) 2025-07-17 14:53:28 UTC 1008 followers, 2100 engagements "I doubt I see a bot post a day with $eose tagged. Maybe not one a week. I read the $eose investors group and the "my follows" home page. I don't venture onto the main timeline often and I don't recall the last time I ran a search for $eose. Maybe X years ago as I was building my list of accounts to follow"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946939153402245543) 2025-07-20 14:24:01 UTC 1016 followers, XXX engagements "If I was NextEra and considering funding entire factories (not unusual in the energy space) I would strongly attempt to negotiate to get the 45X credits just transferred directly to NextEra for all production from those X or more factories. In $eose shoes I would certainly think hard before I walked away from a customer funded factory or two even if they were demanding the 45X credits earned by the factory. FYI: $LNG (Cheniere) built multiple $4-$5 billion CapEx manufacturing lines with X line per customer. I suspect many of the commenters here haven't ever even observed the energy industry"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1941971291537354813) 2025-07-06 21:23:30 UTC 1015 followers, 1714 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-$7 until the EC"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946181750184366133) 2025-07-18 12:14:22 UTC 1013 followers, XXX engagements "With escalating domestic content requirements for ITC Samsung would need to follow LG's lead and move some LFP manufacturing to the US. It a South Korean supplier is the new primary NextEra provider it seems like it would be LG But I take the brief comment to say they are eliminating Asian providers.from their BESS supply chain. That sounds like LG and Samsung both are out"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1941540323466916122) 2025-07-05 16:50:59 UTC 1015 followers, XXX engagements "$eose It is fun to watch this interview and see how much Turtle Creek footage they are using for background roll I guess they don't have that much manufacturing line background footage"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946265183594160460) 2025-07-18 17:45:54 UTC 1016 followers, 1901 engagements "@Cluster_6 @7MileCapital Yes $eose is doing their projections based on a XX% utilization rate. Daily downtime for cleaning Holidays Unscheduled maintenance All go into that"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946191341626568897) 2025-07-18 12:52:28 UTC 1015 followers, XXX 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 $eose was shipping Z3 batts from the semi-automated line. This could be accurate. I just never heard of it"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945632783734640684) 2025-07-16 23:52:58 UTC 1015 followers, 1502 engagements "In theory fully ramped is about X per fully ramped 24-hour day. (3 per shift per day) My guess is the ramp is about XX per week is needed. Either: - they need X day weeks to hit that XX cubes/week rate - they are shooting for XX cubes/week +++ They should be producing more cubes per day as teams get more experienced and Sunday should be added soon"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946719229421715725) 2025-07-19 23:50:07 UTC 1015 followers, XX engagements "@Cluster_6 @srvc76 @philroberts @grok How often does the R2K re-evaluate the weighting of the stocks in the group"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946213008335581658) 2025-07-18 14:18:34 UTC 1014 followers, XXX engagements "$eose The last X months just looks more sustainable. 3rd times the charm for breaking $6"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945974151518281879) 2025-07-17 22:29:26 UTC 1010 followers, 1220 engagements "$eose Turtle Creek is X factories at one site. I don't think we fully appreciated that 12+ months ago. 1) There is the sub-assembly factory. We don't even know where that is. Doesn't need to be in building XXX but if there is room why not. For a lot of companies the equivalent of the sub-assembly factory might be in a different country than the main line. Hopefully the sub-assembly factory will be able to produce 2GWh/yr of sub-assemblies in another X weeks or so. 2) The main line (which has been in place just over XX months). 3) The final assembly line. I suggest we know the least about this"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945853371220455562) 2025-07-17 14:29:30 UTC 1008 followers, XXX engagements "@x_times_1 $eose is a national security company"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946544371291111694) 2025-07-19 12:15:17 UTC 1017 followers, XXX engagements "@TopherGotWifi @JoshTradeOption @PoweredByEos "electronic mail" I almost forgot what email meant What century were you born in 1800s"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946031069028847935) 2025-07-18 02:15:37 UTC 1012 followers, XXX engagements "@Cluster_6 @grok @srvc76 @philroberts I use it a lot for IT work. "What is the command to do ." Works pretty well for that. I used Grok X much of the day Saturday. I incurred about $XX or per use charges but it did a particularly good job of analyzing my python code"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946219745751060497) 2025-07-18 14:45:21 UTC 1014 followers, XXX engagements "@x_times_1 @beaglebrigade @KroekerNathan How many employees does $eose have now Joe said XXX at Turtle Creek. XXX white collar. New Jersey isn't insignificant"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946930747891126721) 2025-07-20 13:50:37 UTC 1016 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](/creator/x/FreemyerGreg) on [X](/post/tweet/1946056448036761680) 2025-07-18 03:56:27 UTC 1015 followers, XXX 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](/creator/x/FreemyerGreg) on [X](/post/tweet/1946187600928063772) 2025-07-18 12:37:37 UTC 1014 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](/creator/x/FreemyerGreg) on [X](/post/tweet/1946857291044495739) 2025-07-20 08:58:43 UTC 1016 followers, XX engagements "@x_times_1 @seriously211 @KroekerNathan Grok agrees with you but it has this to say about the April 2023 Community involvement guidance issued for Title XX loans:"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946949528008921357) 2025-07-20 15:05:14 UTC 1016 followers, XXX engagements "@xdotdan @x_times_1 I've been calling for $9-$10 by Aug XX (post Q2 EC) for X months or so. That's part of the fundamental move and doesn't need any technical analysis to foresee $12-$15 post Q3 EC is equally important to me and my 42k $eosew"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946566009374077356) 2025-07-19 13:41:16 UTC 1015 followers, XX engagements "$eose How many shares is the Black Rock seal of approval worth ++++ Feeling sorry for the shorts NOT"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946043891964096954) 2025-07-18 03:06:34 UTC 1011 followers, 1700 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](/creator/x/FreemyerGreg) on [X](/post/tweet/1946191672603251169) 2025-07-18 12:53:47 UTC 1015 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](/creator/x/FreemyerGreg) on [X](/post/tweet/1946616609868481006) 2025-07-19 17:02:20 UTC 1014 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 $XXXXX or more at the close on Nov XX I don't have that much cash so I will sell 20000 of old used shares at the close on Nov XX to have funds to buy the 20000 shares the next morning. Most of us in this community can do similar"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946600277152498041) 2025-07-19 15:57:26 UTC 1017 followers, 2981 engagements "@JoshTradeOption @ericjackson I'm melting I'm melting +++ Don't you love the upward melt"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945972819239612429) 2025-07-17 22:24:09 UTC 1008 followers, XXX engagements "$eose Looks like $eose is getting serious about setting up a second factory in Pittsburgh"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1946972865930105260) 2025-07-20 16:37:58 UTC 1017 followers, 3447 engagements "FYI: Based on my conversation with each $eose line would typically require a dedicated graphite felt line. So Line X will likely require a 2nd dedicated graphite felt line Claude did say bigger line is possible. X dedicated felt line for every X $eose lines"  [@FreemyerGreg](/creator/x/FreemyerGreg) on [X](/post/tweet/1945867181146959936) 2025-07-17 15:24:23 UTC 1008 followers, XXX 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](/creator/x/FreemyerGreg) on [X](/post/tweet/1946158373520466130) 2025-07-18 10:41:28 UTC 1015 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](/creator/x/FreemyerGreg) on [X](/post/tweet/1946535527399977100) 2025-07-19 11:40:09 UTC 1017 followers, 4309 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@FreemyerGreg
"@x_times_1 @bert_gilfoyle @seriously211 @KroekerNathan Any reference pre April 2023 is irrelevant. That's when the new community benefits guideline was published. Many here thought that guideline delayed the conditional approval of the loan at least X months as $eose put together its community benefits package together"
@FreemyerGreg on X 2025-07-20 15:26:46 UTC 1016 followers, XXX engagements
"@ryanthawks I have 1000 followers now. What's up with that XX% of what I post is $eose related" @FreemyerGreg on X 2025-07-17 22:33:15 UTC 1008 followers, XXX engagements
"@Stefan8623 @x_times_1 But I can't rule out $eose either. What's the downside for NextEra of going with $eose then changing horses in 12-18 months if they fail" @FreemyerGreg on X 2025-07-06 15:59:18 UTC 1015 followers, XXX engagements
"Serious request: Provide a companion piece to this summary I just wrote for $eose. Explain how $envx is riding a geopolitical global restructuring into greatness. I was intrigued by $envx in 2023 but decided it was on the wrong side of the geopolitical tidal wave headed our way" @FreemyerGreg on X 2025-07-19 12:23:50 UTC 1017 followers, XXX engagements
"Can't have missed yet. If they were below the milestone amount they still have time to get there. I don't think they would have the call on the morning of the deadline day if the outcome wasn't XXX% known. And failure to meet the deadline wouldn't be known until the end of that day" @FreemyerGreg on X 2025-07-18 10:30:22 UTC 1012 followers, XX engagements
"$eose We re melting up from the late May fuckery" @FreemyerGreg on X 2025-07-17 13:13:10 UTC 1008 followers, XXX engagements
"I think the opposite. The 12/12 presentation included a big graphite spec change. My guess is that the South Korean supplier is still providing old spec felt. But the new supplier likely had to build a new dedicated line for $eose so it would only make sense that they are making new spec product" @FreemyerGreg on X 2025-07-17 15:11:38 UTC 1008 followers, XXX engagements
"I think there is too much focus on details and not enough of where $eose fits into the geopolitical environment. In 2022 when I found $eose I was looking for a company that would benefit from the coming years of geopolitical fighting between the US and China. I obviously didn't know about Trump and his tariffs and the FEOC language in the OBBB but it all fits the geopolitical narrative that could have been laid out in the summer of 2022 when the IRA passed" @FreemyerGreg on X 2025-07-19 12:00:16 UTC 1017 followers, XXX engagements
"We know NextEra is looking seriously at 4+ hr BESS. Pilots test projects discussion. They have the 49MWh Torrecillas facility with $eose and several future FUZE projects. What other BESS suppliers are they testing with for 4+ hrs Who else are they building a strong relationship with" @FreemyerGreg on X 2025-07-05 13:02:57 UTC 1014 followers, 1808 engagements
"$eose Is the Miami location on the map a NextEra subsidiary" @FreemyerGreg on X 2025-07-16 01:39:31 UTC 1015 followers, 1891 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 on X 2025-07-18 11:05:10 UTC 1015 followers, XXX 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 on X 2025-07-18 12:29:04 UTC 1014 followers, XXX engagements
"@srvc76 @thehipskipple @Only4CBN I did the math. If Black Rock had $75B in the R2K tracking fund and the R2K was worth $3T then Black Rock would buy XXX% of each R2K company. Simple linear weighting makes this easy math" @FreemyerGreg on X 2025-07-18 04:01:13 UTC 1011 followers, XXX engagements
"@thehipskipple Probably one of their other investments told them they were about to make a $X Billion dollar BESS purchase from that upstart $eose. And they went: Wat where when who Let us buy a bunch of their stock before you announce the deal" @FreemyerGreg on X 2025-07-18 03:16:31 UTC 1011 followers, XXX engagements
"@PlacesMagi15559 @RogTallbloke I took this at RMNP in early May this year" @FreemyerGreg on X 2025-07-20 09:30:26 UTC 1017 followers, XXX 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 on X 2025-07-19 19:32:36 UTC 1016 followers, XXX engagements
"@eosegreen @x_times_1 @mc_bee4 RPO was $95mm within XX months by the end of Q1. It hopefully will have grown since then. We don't have a full grasp on the customer list in this echo chamber:" @FreemyerGreg on X 2025-07-16 14:27:00 UTC 1014 followers, XX engagements
"@RocketPenguin75 @Brownhornet1977 @philroberts @Cluster_6 @7MileCapital How did this $eose thread turn into a $envx thread Muting now" @FreemyerGreg on X 2025-07-18 15:20:14 UTC 1015 followers, XXX engagements
"My assumption is a new built building at this stage can't meet the deadline but what do I know. And getting a waiver may not be hard. Offer: we really need to build our Factory X site quickly. If we can get X lines for Factory X operating by the end of 2026 how about a XX month waiver on lines 3&4 Longstop Date" @FreemyerGreg on X 2025-07-21 04:00:25 UTC 1017 followers, XX engagements
"I understand NextEra has XX GW of renewable projects in their pipeline. Spans the next X years or so. How much gets built given the OBBB I have no idea. But the demand is truly massive. NextEra would be betting many billions of dollars on the Z3 and $eose ability to scale to numerous factories" @FreemyerGreg on X 2025-07-06 15:23:23 UTC 1015 followers, XXX engagements
"I put this $eose (EOS Energy) summary report together with Co-pilot: ++++ Eos Energy Investment Uniquenesses (Strategic Focus Enhanced) - 15+ years of chemistry-first R&D Eos developed its proprietary Znyth zinc hybrid cathode chemistry over more than a decadeestablishing a deep technical moat and positioning itself as a non-lithium alternative for long-duration energy storage (LDES). - Reshoring manufacturing from China (2018) Under Joe Mastrangelos leadership Eos proactively shifted component sourcing and manufacturing from China to Pennsylvania anticipating geopolitical risk and supply" @FreemyerGreg on X 2025-07-19 11:38:02 UTC 1016 followers, XX engagements
"@srvc76 @JoshTradeOption @GrassmanWilliam 13G means Black Rock doesn't plan to try and interact with the company/board. They will be passive in their ownership. What does that have to do with how the decision to buy XX million shares was made Truly confused over here" @FreemyerGreg on X 2025-07-18 11:00:33 UTC 1015 followers, 1192 engagements
"$eose You can't sleep on these guys. Now they are hiring weekend guys and gals to wire up the cube enclosure shelves Ramp ramp ramp I am already excited to see the Q3 10Q and we're only XX days into the quarter" @FreemyerGreg on X 2025-07-10 20:18:50 UTC 1008 followers, 3015 engagements
"@Cluster_6 @thehipskipple @briand928 @bert_gilfoyle It's a simple linear weighting I believe. They would buy X% of every company in the R2K. Surely they don't own X% of every company in the R2K" @FreemyerGreg on X 2025-07-18 03:35:35 UTC 1011 followers, XXX engagements
"@x_times_1 @bert_gilfoyle @seriously211 @KroekerNathan I will look at the Dec 2024 closing doc and see if they included the Community Benefits requirements that $eose has to meet. Not at a computer currently" @FreemyerGreg on X 2025-07-20 15:33:15 UTC 1017 followers, XXX engagements
"@BullyMarwar @freebirdsteven Your comment about "the next Eos" inspired me to write this:" @FreemyerGreg on X 2025-07-19 12:20:25 UTC 1017 followers, XX engagements
"$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 on X 2025-07-17 14:53:28 UTC 1008 followers, 2100 engagements
"I doubt I see a bot post a day with $eose tagged. Maybe not one a week. I read the $eose investors group and the "my follows" home page. I don't venture onto the main timeline often and I don't recall the last time I ran a search for $eose. Maybe X years ago as I was building my list of accounts to follow" @FreemyerGreg on X 2025-07-20 14:24:01 UTC 1016 followers, XXX engagements
"If I was NextEra and considering funding entire factories (not unusual in the energy space) I would strongly attempt to negotiate to get the 45X credits just transferred directly to NextEra for all production from those X or more factories. In $eose shoes I would certainly think hard before I walked away from a customer funded factory or two even if they were demanding the 45X credits earned by the factory. FYI: $LNG (Cheniere) built multiple $4-$5 billion CapEx manufacturing lines with X line per customer. I suspect many of the commenters here haven't ever even observed the energy industry" @FreemyerGreg on X 2025-07-06 21:23:30 UTC 1015 followers, 1714 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-$7 until the EC" @FreemyerGreg on X 2025-07-18 12:14:22 UTC 1013 followers, XXX engagements
"With escalating domestic content requirements for ITC Samsung would need to follow LG's lead and move some LFP manufacturing to the US. It a South Korean supplier is the new primary NextEra provider it seems like it would be LG But I take the brief comment to say they are eliminating Asian providers.from their BESS supply chain. That sounds like LG and Samsung both are out" @FreemyerGreg on X 2025-07-05 16:50:59 UTC 1015 followers, XXX engagements
"$eose It is fun to watch this interview and see how much Turtle Creek footage they are using for background roll I guess they don't have that much manufacturing line background footage" @FreemyerGreg on X 2025-07-18 17:45:54 UTC 1016 followers, 1901 engagements
"@Cluster_6 @7MileCapital Yes $eose is doing their projections based on a XX% utilization rate. Daily downtime for cleaning Holidays Unscheduled maintenance All go into that" @FreemyerGreg on X 2025-07-18 12:52:28 UTC 1015 followers, XXX 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 $eose was shipping Z3 batts from the semi-automated line. This could be accurate. I just never heard of it" @FreemyerGreg on X 2025-07-16 23:52:58 UTC 1015 followers, 1502 engagements
"In theory fully ramped is about X per fully ramped 24-hour day. (3 per shift per day) My guess is the ramp is about XX per week is needed. Either: - they need X day weeks to hit that XX cubes/week rate - they are shooting for XX cubes/week +++ They should be producing more cubes per day as teams get more experienced and Sunday should be added soon" @FreemyerGreg on X 2025-07-19 23:50:07 UTC 1015 followers, XX engagements
"@Cluster_6 @srvc76 @philroberts @grok How often does the R2K re-evaluate the weighting of the stocks in the group" @FreemyerGreg on X 2025-07-18 14:18:34 UTC 1014 followers, XXX engagements
"$eose The last X months just looks more sustainable. 3rd times the charm for breaking $6" @FreemyerGreg on X 2025-07-17 22:29:26 UTC 1010 followers, 1220 engagements
"$eose Turtle Creek is X factories at one site. I don't think we fully appreciated that 12+ months ago. 1) There is the sub-assembly factory. We don't even know where that is. Doesn't need to be in building XXX but if there is room why not. For a lot of companies the equivalent of the sub-assembly factory might be in a different country than the main line. Hopefully the sub-assembly factory will be able to produce 2GWh/yr of sub-assemblies in another X weeks or so. 2) The main line (which has been in place just over XX months). 3) The final assembly line. I suggest we know the least about this" @FreemyerGreg on X 2025-07-17 14:29:30 UTC 1008 followers, XXX engagements
"@x_times_1 $eose is a national security company" @FreemyerGreg on X 2025-07-19 12:15:17 UTC 1017 followers, XXX engagements
"@TopherGotWifi @JoshTradeOption @PoweredByEos "electronic mail" I almost forgot what email meant What century were you born in 1800s" @FreemyerGreg on X 2025-07-18 02:15:37 UTC 1012 followers, XXX engagements
"@Cluster_6 @grok @srvc76 @philroberts I use it a lot for IT work. "What is the command to do ." Works pretty well for that. I used Grok X much of the day Saturday. I incurred about $XX or per use charges but it did a particularly good job of analyzing my python code" @FreemyerGreg on X 2025-07-18 14:45:21 UTC 1014 followers, XXX engagements
"@x_times_1 @beaglebrigade @KroekerNathan How many employees does $eose have now Joe said XXX at Turtle Creek. XXX white collar. New Jersey isn't insignificant" @FreemyerGreg on X 2025-07-20 13:50:37 UTC 1016 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 on X 2025-07-18 03:56:27 UTC 1015 followers, XXX 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 on X 2025-07-18 12:37:37 UTC 1014 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 on X 2025-07-20 08:58:43 UTC 1016 followers, XX engagements
"@x_times_1 @seriously211 @KroekerNathan Grok agrees with you but it has this to say about the April 2023 Community involvement guidance issued for Title XX loans:" @FreemyerGreg on X 2025-07-20 15:05:14 UTC 1016 followers, XXX engagements
"@xdotdan @x_times_1 I've been calling for $9-$10 by Aug XX (post Q2 EC) for X months or so. That's part of the fundamental move and doesn't need any technical analysis to foresee $12-$15 post Q3 EC is equally important to me and my 42k $eosew" @FreemyerGreg on X 2025-07-19 13:41:16 UTC 1015 followers, XX engagements
"$eose How many shares is the Black Rock seal of approval worth ++++ Feeling sorry for the shorts NOT" @FreemyerGreg on X 2025-07-18 03:06:34 UTC 1011 followers, 1700 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 on X 2025-07-18 12:53:47 UTC 1015 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 on X 2025-07-19 17:02:20 UTC 1014 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 $XXXXX or more at the close on Nov XX I don't have that much cash so I will sell 20000 of old used shares at the close on Nov XX to have funds to buy the 20000 shares the next morning. Most of us in this community can do similar" @FreemyerGreg on X 2025-07-19 15:57:26 UTC 1017 followers, 2981 engagements
"@JoshTradeOption @ericjackson I'm melting I'm melting +++ Don't you love the upward melt" @FreemyerGreg on X 2025-07-17 22:24:09 UTC 1008 followers, XXX engagements
"$eose Looks like $eose is getting serious about setting up a second factory in Pittsburgh" @FreemyerGreg on X 2025-07-20 16:37:58 UTC 1017 followers, 3447 engagements
"FYI: Based on my conversation with each $eose line would typically require a dedicated graphite felt line. So Line X will likely require a 2nd dedicated graphite felt line Claude did say bigger line is possible. X dedicated felt line for every X $eose lines" @FreemyerGreg on X 2025-07-17 15:24:23 UTC 1008 followers, XXX 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 on X 2025-07-18 10:41:28 UTC 1015 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 on X 2025-07-19 11:40:09 UTC 1017 followers, 4309 engagements