🔋EosLongBat🔋

Anyone holding Palantir is a criminal. You don't agree? Unfollow me and fuck off

Nuclear is already too late and too costly to play any positive role in tackling the climate and energy crises. What’s worse, every pound invested in nuclear is a pound not invested in renewables, energy efficiency, storage and grid resilience - investments that would provide a much bigger pay-off. bennettinstitutesussex.org/stories/nuclea…

would Cerb benefit from @EOSE going down to 5.98 and trigger the antidiluition? Can they legally short EOSE?

@doge_radio The cow is not putting CO2 into the atmosphere, it's putting methane. And that Sama asshole knows it perfectly well, as he talks about "carbon" instead of CO2, so he can be technically correct while misleading everyone.

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@SamaHoole @dave_alive So? what's your point? If not dug from underground doesn't affect climate?

@dave_alive Methane is more potent short-term, yes. But cattle methane is part of a fast biogenic cycle, not ancient carbon newly dug from underground.

Activist: "Your cows are putting carbon into the atmosphere." Farmer: "Where did they get it?" Activist: "What?" Farmer: "The carbon. Where did the cow get it before it put it anywhere." Activist: "From... eating?" Farmer: "From eating grass. And where did the grass get it." Activist: "The soil?" Farmer: "The air. The grass pulled it out of the air last spring. The cow ate the grass. The cow breathed some of it back out. It went back into the air it came from." Activist: "But it's still going into the atmosphere." Farmer: "It's going back. There's a difference between a thing going somewhere and a thing going back. You've described a circle and you're frightened of it." Activist: "Then just don't have the cow." Farmer: "The grass still dies in autumn. It rots where it falls. The carbon goes back into the air either way, just without anyone getting fed in the middle." Activist: "It's not that simple." Farmer: "It's grass, cow, breath, grass. Or it's grass, rot, air, grass. Same circle, fewer dinners. If that's complicated for you I'd stay away from the water cycle. That one's got clouds in it."

If you have this weird gut feeling that the rich pay little tax in the US, your gut is spot on... Source: nytimes.com/interactive/20…

The 6 Links Between Frontier Power UK & Frontier Power USA: $eose 1️⃣ Cerberus Capital — anchors both entities with institutional equity 2️⃣ Aaron Maczonis — the same Cerberus Managing Director personally executed both deals, UK first, then USA. ⬇️

This is crazy. 60 days for sexual abuse of a 6-9 year old. Pedophilia has basically become legal of you are a Republican.

$eose On the Q4 2024 call.. Eos had ITC bridge and ITC clawbacks covering tax equity investors. The warranty backstop covered the hardware buyer if Eos went bankrupt NONE of this answered the question regarding the senior lender What happens to my $35m if the batteries underperform in year 8 Warrant pays to fix the hardware. The lender needs the cash flow protected. Two different things. The warranty also expires in 3-10 years not 15+ Q4 24 tried to solve customer problems but it wasn’t enough. Q1 26 is solving the lender problem. 🔑 Vastly different.

$EOSE Q1 quick reflection… Everyone wants to know where the order is…   Wrong question. Reframe. Eos just solved the reason big orders weren't converting in the first place.   The #1 barrier to LDES isn't technology. It isn't demand.   It's one question nobody could answer:   What happens to our loan if the batt stops working in year 8?   Before yesterday ..nobody could answer it.   So the loan didn't happen. Project didn't get built. Pipeline didn't convert.   To understand why Frontier Power USA is vital.. you need to understand how these projects get financed.   Think about this Illustration…   Frontier builds a $50M battery storage project. Puts in $15M of their own equity. Borrows $35M from an infra fund or pension. Utility pays $12M a yr for 15 yrs That contracted revenue pays back the loan.   The lender gets paid from the cash flows. Not from Eos's balance sheet.   Infra funds and pensions WANT to lend against contracted infrastructure cash flows. 🔑   Here's why:   They need steady predictable returns over 15-20 years to match their long-term obligations to retirees.   A 5.5%+ locked in return secured against a real physical asset with investment-grade offtakers (THE PROJECT) is exactly what they need.   They have billions ready to deploy.   They just needed one thing answered first.   What if the batteries fail in year 8?   If batteries fail .. revenue drops.. loan can't be repaid … lender loses money.   Banks don't lend against questions they can't answer.   This single unanswerable question has kept billions of infra capital on the sidelines.   Enter the room Ariel Green   Lloyd's of London. Rated AA- $1.5B framework… 15 yr NON-CANCELLABLE coverage..Sized at the project level.   Their job is simple:   If Z3 batteries underperform in year 8.. the Ariel Green insurance structure is designed to preserve project cash flows for the lender 🔑 Watch what just happened.   Before TPI: Lender asks: What if batteries fail in year 8? Answer- We don't know Result- No loan. Project dies.   After TPI: Lender asks: What if batteries fail in year 8? Answer: Lloyd's of London can pay the claim Result: Investment grade loan. Project gets built.   One substitution. Dynamic changes.   This is NOT a performance bond.   Performance bonds cover the project getting built…   They expire at completion. The TPI covers something completely different:   Will the batteries keep working for 15yrs   That's the question that killed LDES project finance. That's the question Ariel Green is addressing   Now let's talk about the capital stack   200 MWh Z3 system. $50M total cost   Layer 1 Equity: $15M Frontier Power USA (Cerberus + Eos) Layer 2. TPI wrap: $1.5B framework -Ariel Green / Lloyd's AA- Layer 3- Senior debt: $35M - Infrastructure fund at 5.5%   Every layer serves a purpose. Every layer is now filled.   Here's how the cash flows every single year:   Utility pays: $12M Operating costs: -$4M (includes Ariel Green premium + Eos O&M) Debt service to infra fund: -$3.4M Infra fund gets their 5.5% locked in. Every year. For 15 years.   What's left for equity: 3-4M With a small buffer probably between the infra fund and equity (escrow) but think bigger picture.   On $15M invested.   The power of leverage is unlocked by the TPI   And here's what happens if the batteries DO underperform in year 8:   Revenue drops $3M below projection.   Frontier files a claim with Ariel Green. Ariel Green pays $3M or xyz$ Revenue restored to $12M   The infra fund is not getting *as* impacted by the underperformance. That's insurance backed credit. That's why lenders will now show up for LDES. Why did ariel green write this? DawnOS The st. Dev around RTE = insuranble risk

@ww_elliott @SpearfishingCap it probably does, it is the best explanation for the 40% drop so far

@SpearfishingCap The problem is, I have no more free cash to participate in the rights offering. Maybe selling some shares to purchase the discounted shares and 10-year warrants makes sense?

The 13D filed today adds a new sweetener to the Pro Rata offering the market was not previously aware of: The filing explicitly states that Eos stockholders who participate in the $150m rights offering are expected to receive shares of Common Stock PLUS Warrants. $EOSE 🇺🇸🔋🇺🇸

Al Jazeera has uncovered a horrifying scandal at USC. 'Bodies donated for scientific research were sold to the US Navy and ended up in the hands of Israeli military surgeons for IDF training'

Russia: Don’t attack the Moscow parade, or we’ll attack Kyiv. Ukraine: Ok, no attack, have your parade. Russia, a few days later: attacks residential buildings in Kyiv while people are sleeping, killing 1, injuring 23.

President Trump called for a ban on congressional stock trading at the State of the Union. It looks like he bought up to $250,000 of stock in $BKNG on the same day.

Very important point! @xEBITDA what's your take on this?

@Cluster_6 @AnishP144 @JordanSolace @bert_gilfoyle @xEBITDA @SpearfishingCap Then, Cerberus won't be able to buy more shares of $EOSE at discount, right?

@AnishP144 @EosLongBat @JordanSolace @bert_gilfoyle @xEBITDA @SpearfishingCap P.S.!! Ex-Cerberus shares, since their ownership level is also maintained by anti-dilution covenants.

$EOSE Can yesterday PA be explained by selling now to buy with 20% discount when Frontier Power USA dilution kicks in? If yes, for how long will this pressure persist? 3rd of June? @JordanSolace @bert_gilfoyle @xEBITDA @SpearfishingCap

Is this so? Cerberus will also be "diluted" on its protected from dilution shares? $EOSE

Supplies for Line 2 🚀🚀🚀 $EOSE

@SpearfishingCap @bert_gilfoyle @dmottco @JordanSolace @srvc76 @xEBITDA yeah, I mean since yesterday pre-market 😅

@EosLongBat @bert_gilfoyle @dmottco @JordanSolace @srvc76 @xEBITDA Today's price action is a lot more normal than yesterday's 😂

I would love a space where our experts @bert_gilfoyle @dmottco @JordanSolace @SpearfishingCap @srvc76 @xEBITDA discuss this weird/nonsensical price action

$EOSE