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![victor_privin Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1434266587188666372.png) Fermion [@victor_privin](/creator/twitter/victor_privin) on x XXX followers
Created: 2025-07-17 22:32:33 UTC

Ah yes, the classic “$15B pipeline” flex — just ignore that XX% of it is non-binding, grant-contingent vaporware.

Meanwhile, $FLNC is doing the thing $EOSE only tweets about:

🔥 Deals just in the last XX days:
– Signed with Verbund (Austria’s largest utility)
– Closed major grid-scale deal in Finland
– Expanding operations in Melbourne to meet APAC demand
– 🤝 Powering Meta’s datacenters via AES with Fluence storage

That’s not “pipeline” — that’s signed, scaling, integrated.

Now stack that on top of:
🔹 $4.2B firm backlog
🔹 20+ GWh deployed
🔹 Tier X clients (PG&E, Dominion, AES)
🔹 High-margin software biz (Fluence IQ, Nispera)
🔹 On track for GAAP profitability by FY26

Compare that to $EOSE:
❌ No global traction
❌ Negative gross margin
❌ DOE loan delays
❌ Still chasing Gen X validation
❌ <10 MW in real-world ops
❌ Years from being bankable

You want to talk horror stories? Let’s talk massive capex, dilution, and DOE milestone slippage.

If zinc was truly the future, utilities wouldn’t be signing deals with Fluence yesterday — they’d be lining up for $EOSE.

They’re not. And that’s the story.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945974933232005378/c:line.svg)

**Related Topics**
[melbourne](/topic/melbourne)
[finland](/topic/finland)
[$vervi](/topic/$vervi)
[$15b](/topic/$15b)
[$flnc](/topic/$flnc)
[$eose](/topic/$eose)
[stocks energy](/topic/stocks-energy)

[Post Link](https://x.com/victor_privin/status/1945974933232005378)