𝓔𝔁𝓹𝓲𝓻𝓮𝓭

@x_times_1 @mymorristribe Lol

@mymorristribe “CM+ by end of year” 🤭💀

$EOSE Help me out finance GURUs...how BIG of a deal is reaching "positive adjusted EBITA by end of year"? Seems like they'd need like a massive improvement in cost-out measures to achieve that right?

$DELL continues to exhibit explosive server growth, record revenues, and continues to raise their guidance. With earnings coming next week, can #DELL continue to converting AI server demand into profits? I think the answer is yes.

@Ben_son_of_Lars Cerberus themselves can short to close their notes.

$eose I hope the shorts never get out. I hope they keep piling in and doubling down until their entire portfolio goes up in flames. 🔥

@CKCapitalxx Hot take, $EOSE was never meant to be a profitable business but a stock selling scheme for self enrichment on old tech with false illusions as the driver for liquidity to sell stock.

$EOSE is the most frustrating stock for investors, which sucks because this company looked so promising at one point. The technology is genuinely brilliant and the management has been genuinely terrible. The product itself is exceptional. A zinc based long duration battery that is safer than lithium ion, domestically manufactured, scalable, and purpose built for the AI data center and grid storage era. Long duration storage is one of the most critical unsolved problems in energy infrastructure right now. Eos has a real solution. And then you look at the execution and it is painful. The stock was at nearly $20. Then management delivered a massive guidance miss that was so bad it triggered multiple securities fraud class action lawsuits. Investors were misled about production ramp timelines, automation performance, and quality issues. The stock got cut in half. Shares outstanding increased 49% in a single year. Persistent dilution. A long stretch of insider selling with zero meaningful buying. Negative equity of $877 million. $506 million in debt. Ongoing GAAP losses with no profitability in sight until 2028 at the earliest. The Cerberus deal structure raised more red flags. A $150 million rights offering that primarily benefits Cerberus. Circular joint venture arrangements. Analysts calling it a compelling sell. There are some green shoots. Q1 2026 revenue came in at $56 to $57 million. Record shipments. A new CFO from Johnson Controls just appointed. The CEO finally started buying shares again. But this is a company that has burned every investor who believed the original story. The technology deserves better management. That is the whole tragedy of $EOSE.

@robinivski @Primarch_Vulk Boom

@Primarch_Vulk Yes and no. The real deal for Cerberus is the stock price of EOSE and liquidity/ For Cerberus a few billion dollar is at stake, which is a multiple of what can be made selling batteries.

$eose So Cerberus owns 51% of Frontier Power USA, Eos owns 49%. Cerberus contributes 100 million, Eos SHAREHOLDERS contribute 150 million. They place a 2 gigawatt order using this money, Cerberus immediately makes money through this deal, we don't. Am I wrong?

@xEBITDA @Zerosumgame33 Rofl

@Zerosumgame33 Agreed. More like $12-15 fully diluted.

$EOSE where are the orders? Where are the margins? Stock shouldn’t be anywhere remotely close to $8 fully diluted.

$EOSE's 10-Q reveals huge revenue & customer issues that CEO Joe clearly doesn't want investors to know 51% of Revenue ($28.9m) came from the UK Which customer is in the UK? Frontier Power UK (connected to Cerberus, Eos's PE owner) But digging deeper gets dirty: - Import-Export Databases reveal 0 shipments by Eos or any of it's subs to the UK...so 51% of Q1-26 Rev is from batteries that were NOT actually shipped to the UK - Meanwhile - Eos's 10-Q shows an unexplained 180% spike in Unbilled Receivables (aka contract assets). The spike almost perfectly matches the amount of revenue booked from Frontier Power UK It looks like $EOSE both did NOT ship batteries to Frontier Power + did NOT bill for them! This is a bombshell on top of the fact that Eos's new major customer was revealed this morning to be "Frontier Power USA," an entity that was only registered last week and which was created by Cerberus & Eos During the hottest AI boom and demand for batteries ever $FLNC reported backlog increasing +100% YoY Meanwhile, $EOSE's backlog is -5% YoY & their only hope now seems to be selling batteries to themselves GFLTA

@x_times_1 Hmm.. accurate bullish signal, you say? Well, then you're just as dumb as him. This quarterly report will be beyond trash.

$eose I love these comments. I can’t tell you the number of times they have been an accurate bullish signal.

@freebirdsteven @thejefflutz Did you even read his employment agreement lol

@thejefflutz AND HE CANT WALK WITH MILLIONS LIKE …. Never mind………We are moving forward and I like it.

$EOSE CFO APPOINTED, Alessandro Lagi. 25 years experience previously from Johnson Controls

@thejefflutz $EOSE Lets hope they don't terminate him for "Good Reason" because he will walk away just like Eric.

@TopherGotWifi @PoweredByEos Have to look at the PRE14A but I'm under the impression "Non-votes" (if any) will auto vote for the recommended

@TopherGotWifi @PoweredByEos Unfortunately, it's a leveraged vote controlled by Cerb and execs. It's will pass regardless of retail votes. Though they need enough votes to meet quorum. What I'm saying is, this is part of their "plan" with Cerberus.

$EOSE regardless of how you vote—vote! @PoweredByEos your fluff PRs and the endless tweets with “whitepapers” in lieu of orders aren’t satisfactory enough for Topher and Associates to authorize more shares. You jokers only communicate like this when you want something.

@Zerosumgame33 @Browpeak If we take away the price action, the stock is summed up by dilutive agreements, hollow intentions, and enrichment of executives. With next to minimal progress for the accumulated deficit over its lifespan on public markets. Next report will reflect exactly that.

@Zerosumgame33 @Browpeak In $EOSE case, there is too much risk compared to reward, despite the price action, which was a cause of Cerb accumulating common stock and "squeezing" the supply of stock while having no selling pressure due to being in full control of convertibles.

$eose Here was the quote I was looking for. Only a year ago. They’ve raised twice since then. Now want an extra 200m authorised shares. This is why I don’t believe a word that comes from Joes mouth. Ht @Expired1337

@TrumpZilla45 @TopherGotWifi @Browpeak @JordanSolace I also have a good enough memory to remember PRE-14As filed 2 years ago prior to Cerbs entry because of it was a contentious issue at the time.

@TrumpZilla45 @TopherGotWifi @Browpeak @JordanSolace Why do I sound like that? I read a lot of SEC filings not only EOSE. The real reason is speculative stocks gain more attention and conversation. It's entertainment. I don't need EOSE on my watch list, it's just been there for nearly 5 years.

@temu143 @JordanSolace @Browpeak They do have a large amount of cash, so we probably won't see any agreements anytime soon. Guaranteed in the future at this cash burn rate.

@JordanSolace @Browpeak @Expired1337 There is a huge difference between needing additional funding and authorizing additional shares that may or may not be needed.

@xEBITDA You guys don't make that choice. This vote is leveraged just like the last. Cerberus has a large percentage of stock with voting power.

Anyone owning $eose commons and intending to vote “no” should probably not own common equity in the company. The right positioning for a “no” vote passing would be short the company.

@TopherGotWifi @Browpeak @JordanSolace @JoeMastrangelo8, any comments as to why you completely mismanaged your stock and capital raised from that stock? Almost as if it wasn't your investors money you're playing with I'd say you've had adequate time to pull your socks up and get your "head in the game." Give it up.

@TopherGotWifi @Browpeak @JordanSolace That's right! Let's also not ignore the complete mismanagement of stock in the last 2 years. Just 2 years ago, $EOSE was down to only 𝟬.𝟮% Authorizable shares left out of their 300M and desperately pushed for 600M. Only to issue that +300M in converts within 2 years.....