Trail Turtle

@vicarvik @OBGInvestments That's probably their best bet as they march on towards bankruptcy. Nobody else wants their batteries, so use them yourself and sell what people do want....electricity. Of course, it will not be profitable for EOSE long term...but no matter.

@OBGInvestments Eos became IPP. build power infra and install your own batteries and sell power to others. A higher multiple valuation on this business.

Honest question…. Why exactly are we up 40% premarket? $EOSE

@OBGInvestments The writing is on the wall for EOSE. Brother-in-law deals are not what healthy companies rely on to grow.

@mark_to_mkt So far, I am glad I stuck to my rules and stayed out before ER. There will be a good entry soon I suspect.

@mark_to_mkt I usually avoid putting on a new trade so close to ER, but man that chart looks good! Tempting. Very tempting to go right now. How are you playing it?

$OUST yearlong base and breakthrough technology. 110% move last time it broke out of a base. Lots of potential here, but need to get through earnings first.

@historyrock_ Underrated player...not a technical guy, but very, very solid riffs and unique style that sonically defined the band. Ratt had the same talents, in a different way.

Happy 75th birthday to the great former Mötley Crüe guitarist, Mick Mars 🎸

@ShaleTier7 And so it begins....mark your calendars for the return to fiddy dollas.

@JordanSolace Oh yes they are.

@StatEnrgy They aren’t mutually exclusive. Good luck 👍

$EOSE 🧵 Was at a bach party this wknd and coincidentally sat next to someone very interesting in the casino… friend on the trip who worked for a PE firm specializing in financing renewable energy projects…. (with connects to Eos gen2.3) I know lots of folks are upset with the q4 miss and relative quiet on the order front but let me bring up a few things nobody ever talks about. Before a single Eos batt gets installed.. the developer buying it has to close project financing. This means getting a senior lender, a tax equity investor, and an offtake agreement all lined up simultaneously. Every party does their own DD and anyone can kill the deal. Here's who has a say before a project closes: Senior lender sizes the loan to contracted cash flows, tax equity investor claiming the federal tax credit, independent engineers certifying the tech works, offtaker signs l/term capacity agreement, insurer provider wraps project. Everyone has to be comfortable. Independently. The federal tax piece alone is huge.. under the IRA BESS projects can qualify for the 30-40% ITC depending on location + domestic content On a $60M project..thats about $24M claimed in year1. The feds are funding nearly half a project on day1. That’s why it gets built. The operational cash flows alone don’t justify it. The tax benefits are the engine. Here's the catch..a tax equity investor will only participate if it’s certified by an independent Engineer.. engineers review field performance, OEMs balance sheet, warranty terms, chemistry etc… then sign off. That’s the price of admission.. without it.. you wont close. This is why the “eos tech doesn’t work” has a logical problem. Mn8 energy is GS backed. The supply agreement is for 750mwh. They have institutional LPs, their own lenders, and a rigoruous DD process… goldman backed firms do not stake their reputation +capital on tech they think has no chance to be bankable. Same with talen.. a $17B IPP. They would not put their CEO name in a PR for tech they don’t believe in IMO. Talens play is pairing eos w existing generation in PA to serve AI DC. They have the land, the interconnection, and the hyperscaler relationships. Doesn’t sound like a favor… it’s a calculated infra bet. And then you have frontier power. UK developer that submitted Eos tech to OFGEM.. the UK regulator in a competitive bid for the cap n floor program. 11Gwh of projects to round two using Eos tech. Under the program.. ofgem provides a rev floor..essentially the govt backstops the cash flow the lender will underwrite against The 228mwh firm order isn’t just a sale. It makes eos look much more viable since it’s being considered within regulated lender-backed frameworks … NYSERDA plays a similar role domestically.. when NYSERDA selects its tech thru competitive solicitation.. it backstops revs that senior lenders will underwrite against… A govt backed offtake is the cleanest credit in project finance… that is in our pipeline.. 🔑 So why is conversion so slow? Maybe bc the chain I just described – lender approval, tax equity, independent engineer certification, offtake, insurance can take 12-24 months from contract signing to commercial operation .. then layer in first of a kind BESS chemistry that has never been financed or deployed at scale… 🤔 These counterparties engaging tells me the tech has cleared initial DD hurdles, but scaling risk remains Nobody signs a 750mwh as a favor. Cerbs involvement likely improves access to financing counterparties.. but execution risk still exists. But adding a 3rd BOD member isnt a move you make from a company you are about to walk away from. Talented finance execs tend to do DD before joining as well. The risks are real. Mfg execution, runway, order conversion- not dismissing any of it. But the project finance complexities are under appreicated. Just trying to close that gap.

@JordanSolace No thanks. I'll go with chemistry and physics...not finance, brother. No position.

@StatEnrgy Gotta let the cost curves work brother. Duration becomes more valuable over time as wholesale prices increase… better arbitrage margins /capacity pmts etc. Duck curve will only get deeper & these project finance Structure’s will adapt 1 step at a time 🤙

@mark_to_mkt For sure, the market is mainly still sleeping on QCOM...tremendous upside imo with AI Edge Computing on the horizon as a giant spend area looking forward -- similar game plan as with photonics, memory, cpu's, etc. Just follow the bouncing ball.

$QCOM big earnings breakout on volume this week; sentiment shifting with Google I/O May 19-20 and release of Google glasses coming soon (will use Snapdragon AR1 platform).

@OBGInvestments $10 per year? Amazing!! And rubbing two sticks together can save you $5 in natural gas come winter when you want a fire in the fireplace!

Thank you Appalachian Power for this incredibly useful tip to save power at my house. This is an absolute game changer.

@crux_capital_ No, I am referring to the multiple click-throughs required to simply understand what company you are referring to. You do that for a reason. Totally your prerogative, of course, but it comes across as like a carnival barker. Just pointing out for you how it is perceived.

@StatEnrgy Are you under the impression that this company is paying me to post about them?

@veryfatgoose86 @JackFarley96 TDS

@JackFarley96 Potentially sleepwalking. The world rationalized that Trump will concede to Iranians on nuclear and Hormuz

Haven’t seen lines like this since airlines in March 2020 It really does seem to me that the whole world is sleepwalking into a massive oil shock. Would be delighted to be wrong. What am I missing?

@OBGInvestments @JordanSolace Sounds about right for an eose investor. 😆

@JordanSolace My bad. I was trying to buy 10 shares but instead I fat fingered 10 million.

$EOSE

@TopherGotWifi @PoweredByEos @JigarShahDC Typical beauracrat...cut and run when the sunlight shines on the scam.

$EOSE there is absolutely no trace of @PoweredByEos on @JigarShahDC tweet history at this time. He scrubbed the company from his tweets. Why would he do that? Permabulltards only.

@OBGInvestments Same original pumpers/scammers that were originally behind $eose back in the day.

People are starting to do the math—and the re-rating is happening in real time. $INV With Innventure laying out a clear capital plan, a lot of clarity has been provided to investors and I think that is why you’re seeing more money flow into the name. Given the platform model and the way they incubate and scale companies, it’s not hard to see why this could attract interest over time. This still looks like a diamond in the rough. ** a word of caution ** - this equity swings pretty wildly on low volume. You need to be thoughtful in how you DCA in here. Right now this is working in Long’s favor as capital is coming in and the stock is rapidly heading north. - this stock can go from $7 to $6 in two days for no reason for example - do not invest more than you are ready to lose. This applies to all investments, but always a friendly reminder. Nothing is ever guaranteed. - NFA / DYOR. - and as always, no crying in the casino.

@OBGInvestments Yes, bankruptcy.

Hmmm…. Is something…. Imminent? $Eose

@mark_to_mkt Looks good, but hard to buy up here for a swing with the RSI and MACD so elevated, you think? I may miss out, but I need the 4hrs to reset some more.

$CRDO 10/21W cross and nearing prior highs in PM.

@curtismakes @a16z Right, but it most likely means natural gas first and in large volume. So give this chart a few years, and switch it over to hydrocarbons in general (oil + gas) and see how it looks then.

@a16z we stopped needing oil right in time to start needing nuclear reactors for AI

Oil matters a lot less than it used to More charts: a16z.news/p/charts-of-th…