logphase research 🔋🔥💣

Enovix $ENVX has become a shameless stock promotion, with vile attacks on critics, made up claims about supposed customers, & material misrepresentation of news and other info. In our opinion, Cohodes & Reyes are an utter disgrace, and enough is enough. enovix.s3.amazonaws.com/ENVX_PullingTh…

@TomSoule74 @TheRepublic__ he's not really wrong though

@TomSoule74 @TheRepublic__ had a really funny reply to this, but I won't

Heilbut v. Cassava Sciences $SAVA Plaintiffs goals: A) Recover damages under Anti-SLAPP B) Establish malicious prosecution C) Prove civil conspiracy The intent is to: - Deny Cassava’s motion to dismiss - Seek Monetary damages - Seek Legal recognition What a joke..

Happy International Battery Day! $ENVX #journeyToZero

@compound248 @A_Wyat_Man @Claytie4 Timely

@A_Wyat_Man @Claytie4 @log_phase Somehow this just resurfaced for me, but the industry standard is 80% at 1000 cycles.

@robinivski I thank TJ for that

@log_phase Thank God for the BrakeFlow technology 😜

I am super excited about $ENVX

@robinivski Raj gets me all charged up

@log_phase It's electrifying

@robinivski The sweet Malaysian Air

@log_phase Something in the water?

$SAVA storage.courtlistener.com/recap/gov.usco…

@Robber_Baroness I wonder how they liked the free samples

@Robber_Baroness Samsung you say?

@Robber_Baroness Do you think Raj will give us an update today on the non-binding MOU with the global consumer electronics company from 2022?? I’m excited

BTW, anyone know how long it takes to do cycle life testing for 1000 cycles?

Talk about burying the lede.. so they still haven’t shipped anything?? And customer testing cannot yet have started? Ouch. $ENVX

@kcchris6 Me too

$ENVX Are there was any third party research firms that will be testing the ENVX batteries? I would love to see a report from a source outside the company on the batteries and their assessment of the life cycles, energy density, fast charge and other qualities of our battery.

@mrripley666 Because I want to and sometimes I forget and use the wrong account

@log_phase Why do you post under two different accounts?

easy question: what year is it now?

@kcchris6 Based on what? They use the same input materials as everyone else. What is YOUR estimate? What’s it based on?

@log_phase They have already told us 50%. I was told the pricing of COGS will not be at that price for 1 line. I expect margins of 25% early. Once they are selling EX2M the selling price will be 30-40% higher than EX1M and COGS pricing will drop with scale. Ultimately margins of 50%

What are realistic gross margins for manufacturing lithium ion batteries for phones, at scale (where scale is selling billions of dollars of batteries)? $ENVX #journeytoZero