Gregg

@carrymonkey @Macsaucedoggo Hydrograp Clean Power $HGRAF has developed a method to synthesize graphene powder which does meet the modern industrial requirements. Transitioning into production in 2026. It’s an exciting time

@bluedoor626 @Macsaucedoggo Have they solved the single layer graphene manufacturing problem? If so that’s the company I want to be limit long in

Kjirsten Breure at the Needham Investors conference: "It was made abundantly clear to us that we must make this a US company to participate in the Federal support we are anticipating" Apart from multiple confirmations from her that they have been working with the US Army & US Navy for 2 years this is pretty clear cut that they will be getting Federal grants from the US government, therefore all but confirming they are the company in mind for DARPAs recent RFI on graphene. This is the most important point in the entire presentation to me, and in my mind is as concrete as you can be without releasing an official news release. This alone, when confirmed officially by a news release will drive share price, i think by a factor of 10x. You can get no bigger validation than that of the US Government & US Army. $HG $HGAF

@bert_gilfoyle @Tartan31 @NateStrande “Line Commercial Operation Longstop Date” means with respect to: (a) Line 2, January 1, 2027; (b) Line 3, September 1, 2027; and (c) Line 4, September 30, 2028.

@Tartan31 @NateStrande sec.gov/Archives/edgar…

$EOSE Thoughts on DOE Project AMAZE, which i believe has been significantly impacted. First, Project AMAZE was a mutually agreed upon plan between Eos and the DOE to ramp up to 8 GWh per year over 4 different manufacturing lines by 2027. The first line is in service, and eligible costs for that have been reimbursed. That becomes low interest debt to pay off through 2035 starting in 2028. Line 2 is also built built, with plans to install in Q2 and ramp up to capacity by EOY. Eligible costs for Line 2 are also reimbursable, and that gets thrown into the same loan balance. And it's a significantly larger amount for Line 2, which covers both the line and the subassembly automation. Beyond that, we do not have direct line of sight to Lines 3 and 4. And here's the issue with that. The first advance longstop date for DOE eligibility reimbursement of both lines 3 and 4 are in December of this year. That requires "substantial completion" of the lines by December. In a recent institutional investor roadshow event, Nathan reportedly said that the DOE loan was not central to their strategy anymore (and that it had burdensome reporting requirements), potentially foreshadowing what I'm talking about. A new line costs $50m capex and can be stood up in 90 days. They do have a lot of cash now, plus cash from sales and transferable 45x credits. Joe was asked about how we should think about the timing of lines 3 and 4, but was non-committal. To wit: "John is taking us to a new building. The new building changes the game from throughput, efficiency and cost." The he went on to explain that: "Indensity allows us to build out capability faster. It makes it simpler to manufacture the product, and Indensity gives us the ability to compete not only on price, but the ability to drive further cost out." So this personally challenged my own modeling of the buildout, not only from a timing perspective, but cost one. But, let's be clear about what this new building actually is. It's a 432,000 sf facility that can house 4 lines. The state of PA and the county awarded Eos a "$24 million economic development package to support U.S. manufacturing and the continued growth of 1,000 high quality American jobs." And Governor Shapiro asid Eos is promising to invest "$352.9M to relocate its headquarters to Pittsburgh from Edison, New Jersey, and expand its manufacturing operations in Pennsylvania." In no world is that consistent with installing only one new line there. It's a huge new vision that puts Eos on par with becoming the next new Westinghouse of the Pittsburgh area. That's what the company, Board, and Cerberus are currently swinging for. A final thought. Both Joe and John Mahaz said that the new facility would increase throughput. But they haven't given any credit for it officially. For example, if the straight line configuration could achieve 3 GWh per year, that one facility could meet Project Amaze objectives with just 2 lines plus Turtle Creek. But not taking credit for any of that, they suggested Line 2 would be ramped up to the end of the year to 2 GWh for a total of 4 GWh. But in no world can they actually ramp to that capacity and only make $300-400 in revs. So there are many inconsistencies and contradictions. With the difficulty of modeling any of this, analysts have more questions than answers. After Eos missed plan because of downtime and quality problems at speed, extended timelines to gross margin positive, low balled the guidance, were non-committal on additional lines, no discussion of Factory 2 Works, and are generally gun shy now about describing the future vision in even an amorphous way, many people are rightfully asking questions about what the new plan actually looks like.

The season is about to begin! #thewhip #whippoorwill

$EOSE Good watch/listen with @JigarShahDC and Jon Parrella. youtu.be/Pj2mNcTyP0A?si…

@temu143 @SpearfishingCap Procurement is done but contracts are not yet done and executed. Permits could have been specified simply around the RFP requirements

@SpearfishingCap odd to permit a job that hasn't been awarded. 🤔

Permitting: ✅ Procurement: Q3

@OBGInvestments Bread and butter

Bag holders selling in the gap. This is the overhead resistance that will continue to handicap the stock performance It is what it is Covered calls can be your friend in this environment $EOSE

@thehipskipple Open PUTS at a price you think is valuable to your portfolio. Collects some premiums to sooth sitting on the sidelines and prevents buying at a price you don’t value. Not advice but a strategy that has worked for me.

$eose Ugh, vote time. Should Hip:

@cullen_f @MarkGregory1313 @eose100 Seeing Eos batteries connecting to the DC solar bus is a good sign and improves the system efficiency plus eliminating the need for a 3rd party inverter supplied by Eos.

@bluedoor626 @MarkGregory1313 @eose100 I think DC system projects are better for $EOSE. it’s the sells and implementation of their battery with software. Compared to AC coupled projects which entails electrical components subcontracted out with less profit and less focus on their core work.

Key first quarter achievements for $EOSE include: Record quarterly shipments, increasing 17% quarter-over-quarter Record quarterly battery output, increasing 10.4% quarter-over-quarter Record quarterly bipolar output, increasing 10.6% quarter-over-quarter 22% sequential improvement in bi-polar automation yields, signaling increased process stability and manufacturing consistency investors.eose.com/news-releases/…

The highest quality video of the moon was just released… this is so beautiful.

@nav7634 Quiet confidence and owning more today than at $1. $eose is stepping out of pre-revenue into the “show me” phase. With the first trucks arriving soon with Line 2, growth continues.

A look back at Cerberus and Eos Energy Enterprises ($EOSE) Secures Cerberus Delayed Draw Term Loan Full Funding streetinsider.com/dr/news.php?id…

U.S. GOVERNMENT IS BUILDING THE WORLD’S BIGGEST DATA CENTER IN OHIO The Department of Energy (DOE) has announced a 10GW data center campus at the Portsmouth Site in Piketon, Ohio. SoftBank is partnering with utility American Electric Power to build 9.2GW of dedicated natural gas generation to power it a $33.3 billion investment paired with $4.2 billion in grid upgrades. At full scale, it would be larger than every other data center in the world combined. Construction starts this year, with power flowing in 2029.

@MamaBrisago @tmitch4040 💯

@tmitch4040 This is FLNC 2 year chart. See the dip Feb 25 and one year later new highs and then big dip again. Law suits are just a distraction.

$EOSE What's the downside to at least talking to one of the class action firms? I bought approx 30000 shares after 4nov25 (after panic selling 38000). They want the receipts. Will I be blackballed? I get it, the rewards are small; and as I'll tell them, I hope EOSE is NG.

Three years ago the US could only manufacture 7GWh worth of battery storage systems domestically. That number is now 70. Reaching 100% domestic production capacity for energy storage isn't just an energy story. It's a supply chain story, a national security story, and quietly, a Tesla story. Megapack is built in the US, and the addressable market just got a lot harder for foreign competitors to touch. The infrastructure buildout people kept saying was "coming someday" is already here.

@GrindeOptions Strange, great credit happens when it means little in your life. I pay all my bills in full and live off of credit.

Can you beat my credit score?

@shoogahsnaps @JoeMastrangelo8 I was there through 1988 for Mechanical Engineering

@bluedoor626 @JoeMastrangelo8 Wen attend? What major?

$EOSE This matters. Let’s go tech. Let’s go joe @JoeMastrangelo8 Let’s Go Felts!!! Good Mojo. clarksonathletics.com/news/2026/3/14…

@GrassmanWilliam @NPianosi Thank you for watching.

@NPianosi Last delivery was 71 k nearly triple the normal amount.

$EOSE Even our favourite indicator is not looking good right now @GrassmanWilliam Apparently, this is the second week in a row without felt deliveries. Never happened in recent months I think.