deadshot

I am reiterating my consensus belief that investments into atmospheric water harvesting & water recycling technologies will become massive investment themes out of necessity

@Mith_ Unlikely they are to accomplish that on time considering their track record

A linkedIn post shared something that Ryan said during… I honestly didn’t look further than a screenshot of what he said so no clue what or where it was said, but the quote was about $ABAT and that they are sourcing equipment for the second lithium-ion recycling facility. It adds some context for construction and commissioning timelines due to how the 48C tax credit works. They announced they had been awarded the $40M 48C tax credit in March 2024. These credits do not have an indefinite lifespan; they are tied to specific certification and in-service deadlines. For this project, they would need to complete certification by March 2026. They then have roughly two years from certification to place the second site into service, meaning by around March 2028. That does not necessarily mean full-scale operations, it could mean the Taco cart in the cafeteria along with a small amount of the equipment that is part of the recycling train. On another note, because they have a DOE grant and a 48C tax credit, they can’t be used on the same costs at the same time. They have to be applied separately. With the DOE grant, they submit invoices and get reimbursed for eligible project costs up to about $122M from the federal government. After that, the 48C tax credit applies separately to qualifying remaining investment, but not to costs already paid for by the grant. But that is fiddleybits for now, the main point is if they want to take advantage of the 48C tax credit they have to have something up and running by March 2028. That means they need to break ground at least by the start of next year for a greenfield site and spring or summer 2027 for a brownfield site.

@investingluc Add water to the list

My top themes into summer ‘26 and beyond: > space > rare earths > ai infra > stablecoins > peptides / glp-1 > solar > agentic commerce > uranium / nuclear > former “meme” stocks > housing & mortgage > robotics

Haven’t seen this amount of pumpers for $CGEH ever 😂😂 Keep on posting lads it’s working

@dead_sh0tt @UncleAlpha007 @Raunav410657 thanks for flagging this name in the $2s btw

@chipflare @UncleAlpha007 @Raunav410657 Im happy that you got some value out of my ramblings! 😎🙏

$CGEH is the next $BE $GEV. No company is better positioned for $NVDA 800V architecture and no other company has the capacity now. Awesome substack write up by @Raunav410657 (might be a Monarch Investment professional). Deeply undervalued on current financial profile and if they get a 50MW+ DC customer, this has the makings 10x(+). x.com/rubicon59/stat…

Google will stock split this year, and probably will explode afterwards

@NewmoonCap @ContrarianCurse :-)

@ContrarianCurse Lol the same goes for when gas turbine players bring up capacity and when grid is up. On a LFL basis, why would utilities use FC for baseload? The lcoe dont make sense.

$BE this is the first time I actually considered that they could become a problem for turbine makers. Pretty pointed critiques, but hes right. You should celebrate meeting cust needs, not your backlog

@equityclimb1 @flatbg1 @rubicon59 Looks like you didn’t do your homework. CGEH has the capacity that $BE has - 1GW

@flatbg1 @rubicon59 Their product don’t scale.

$BE out with great results. But the valuation is silly, and there is still no real earnings 🤷‍♂️

Already a 2x since entering my full position $CGEH and we haven’t even gotten a data-center order, yet :-)

@Raunav410657 You can hear a rat piss on cotton near that mf

@dead_sh0tt Pretty quiet if u ask me😂

For those who are interested, here’s a video of one of the C65s operating $CGEH

@StreislandFX @abt_company The day Ryan Melsert steps down as CEO will be the day $ABAT goes up 20-40%

@dead_sh0tt @abt_company Wen?

$ABAT ‘s management has decided to start paying advisory firms in order to pump their stock price in leu of compensation. Despite the nearly 100M shares in dilution since the 2023 R/S, the company needs more money to operate largely in part to their lack of profitability. At this point in the year I was expecting phase 2 to be fully operational. Yet again, the company is extremely behind on their recycling ♻️ business with a odd double-standard of secrecy surrounding their operations, unless of course you are someone attending the bi weekly promotional conferences Ryan Melsert attends, or if you are an obscure news website. As someone who’s been watching this company for 5 years now this is pretty sad to see. The management team are brilliant scientists, but absolute incompetent business leaders.

@Mith_ What a fall from grace 🤓

I went through the $ABAT report real quick, most of it is copy and paste and AI feldercarb. It still has the EV tax credits in it, it references regulations that China proposed and then suspended for at least a year during trade talks, and the business model for recycling is more in line with a 7-11 than a lithium-ion recycler. It compares the company’s lithium extraction to hard rock and evaporation ponds, a clear red flag. Comparing a platform to legacy processes is just sophomoric, and using evaporation ponds is just asinine. If the company is paying for this slop…

@anonimook555 @the_fat_pitch @Mith_ He’s objective about their incompetent management team which have hindered retail and corporate objectives for years. Great mind to pick if you’re interested in $ABAT

@the_fat_pitch Talking about $ABAT, this @Mith_ guy seems to know about this area. He's definitely not bullish on ABAT.

Yes, we are watching magnets and REE closely for many reasons. One of those is the West needs to break free from Chinese dependency. Now. China Northern Rare Earth Group just hiked Q2 rare earth prices +45% vs Q1 …and more than double vs last year. This wasn’t a market move but it was decided in an internal management meeting. They control the supply, they set the price. But here is the double squeeze: •+45% price hike on rare earth concentrate •Sulphuric acid export ban starting May, guess what? Is the exact chemical needed to process and separate rare earth ores. You can mine all you want in the West but without that chemical, you’re just shipping dirt. This isn’t about EVs. Rare earth magnets go into F-35s, precision missiles, AI data centers, and robotics. Every time geopolitical tensions spike, China reminds the West who holds the choke point on the entire critical minerals supply chain. We are researching/buying/accumulating $UUUU $AREC $UCU $ABAT $MP $USAR. We will follow up with more deep dives on both the topic and the companies. Stay tuned

It’s funny that all it takes is a stock to reach new ATH for it to start to break into the cracks of retail interest $CGEH

@AtlasShrug1 @ThematicTrader This is incorrect. Management has alluded that they are in discussions with data centers, but they have not secured an order yet in that market

Interesting. It is odd to me that $CGEH is already selling into that vertical and $FCEL has not been able to penetrate yet. I realize they are very different technologies w/ $CGeH being microturbines, but still…$CGEH just came out of bk a year ago and has had data center orders for several months now.

Great point here. $BE and $FCEL are not the same company, but they do not need to be for $FCEL to be a provider of choice for behind the meter power for edge data centers. $FCEL 1.5 GW pipeline grew 275% YoY for a reason. They fill the same key value props that $BE fills for hyperscalers: - Modular and scalable deployments - Low emissions - Low noise - Easy to pass through regulation - Community accepted - Competitive CHP efficiency (~80% CHP efficiency) - Land efficient (Not as efficient as BE, but better than nat gas turbines) Also, $FCEL has the optionality of carbon capture as well.

@FundProphet I wouldn’t mind a +100% day

@dead_sh0tt I'm waiting for 100% up

Happy ATH to those who celebrate $CGEH