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![FreemyerGreg Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1396742700523786240.png) 🔋Greg🔋💎🤲 [@FreemyerGreg](/creator/twitter/FreemyerGreg) on x 1034 followers
Created: 2025-07-21 18:55:41 UTC

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 are in finished goods inventory and not in revenue, the $31.5mm for the quarter isn't going to happen. Still might be $25mm?


XXX engagements

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**Related Topics**
[south korea](/topic/south-korea)
[destined](/topic/destined)
[$21mm](/topic/$21mm)
[greg](/topic/greg)
[$eose](/topic/$eose)
[stocks energy](/topic/stocks-energy)

[Post Link](https://x.com/FreemyerGreg/status/1947369907953537460)