KC999
265 posts


Tuesday 7/14 Smart. money Fades📈
Sorry for late post… Busy morning!
WTP🎾
Sasnovich ML 2U
World Cup⚽️
France to advance 2U
Good luck have fun ✅✅
#smartmoneysport
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@SmartMoneyFade UPDATE: -22 units in past 7 days. -34 units YTD 2026. Scam $$ is picking up steam !!!
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Sunday 7/12 SmartMoney FADES
Recap 3-0-1 +8.4 units 📈
This week Over +27Units💰
FORRRRR THE FREEEEEE♥️♥️
Tennis 🎾
Sinner -5 2U “Push”
MLB⚾️
Pirates ML 2U ✅
Phillies ML 3U ✅
Gaints ML 2U ✅
Good luck have fun✅
Hit the ♥️
#smartmoneysports
FadingSmartMoneySports@SmartMoneyFade
Sunday 7/12 SnartMoney FADES Tennis 🎾 Sinner -5 2U MLB⚾️ Pirates ML 2U Phillies ML 3U Gaints ML 2U Good luck have fun✅ Hit the ♥️ #smartmoneysports
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Sunday 7/12 SnartMoney FADES
Tennis 🎾
Sinner -5 2U
MLB⚾️
Pirates ML 2U
Phillies ML 3U
Gaints ML 2U
Good luck have fun✅
Hit the ♥️
#smartmoneysports
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@trackerthetruth @SMSTracked @SMSports34 @Tyler7888153806 😂😂😂Classic. Clown flips coins on ANYTHING. -26 units in 2026.
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Scammoneysports said he put in an extra hour at night and morning to go 0-3 -6units Ufc #scam LMFAOOO he so desperate for clients
Twat been down all of 2026, like 2025, 2024
@SMSTracked @SMSports34 @Tyler7888153806
Any chance of telling the truth about the bankrupt 2025 year?

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Eose was forced into being a public company via the SPAC craze. It was and is not close to being a public company. Just two years ago they were hand manufacturing batteries!!! No meaningful performance updates and no significant margin improvement (yes I understand -400% gross margin is worse than -200%😂). They have pulled every single capital raise activity to stay in business because the business itself sucks.
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@JordanSolace @kcbb69 The most fucked up cap structure for a speculative unprofitable company. The DOE has long history of funding turds - remember Solyndra?
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$EOSE
Interesting to take a step back… and observe folks actively root for the failure of an American company.
Domestic manufacturing. Jobs in a swing state. A real shot at a differentiated slice of the BESS market… long duration storage the grid actually needs.
If these batts scale.. that’s a strategic win for the U.S.
Wanting the equity at zero because you hate the CEO isn’t analysis. And it definitely isn’t patriotism
If this biz works/turns….The allocation of capital to this problem or said better… opportunity…will make it ALL the sweeter 😁
They have strong institutional capital already and the vehicle to begin pumping these batts out the door.
C suite+ board is taking form
Have a good fucking wknd 🫡 🇺🇸
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Ha. What the hell assumptions u use to make a model that you actually would put $$ behind. Revs, gross margin, dilution….does the product even work. I’ve been doing it professionally for 30+ years and have seen dozens of situations that look like this one. A model can say anything, you should trust the facts. Management sucks, backlog is “suspect”, they keep tinkering on the “product”, they can’t make it profitably, they have diluted the crap out of shareholders, their access to future capital is highly limited.
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@kcbb69 Yeah kc.. model the cash flows in 28/29 *if*… key word
It works. It will be very valuable. Moreso than today
Do the work bro
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@trackerthetruth @SmartMoneyFade @SMSports34 @Tyler7888153806 For anyone that cares, the Twat is down 24.24u through July 8th. He is about to add another golf loser today. He lost over 100 units in both 2024 and 2025. There can't be a worse fraud than the Twat.
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Scammoneysports Down almost -20uints just this week. Twat been down in the negative all of 2026. 7 months of just losing peoples money LMFAOOOO @SmartMoneyFade @SMSports34 @Tyler7888153806
Any chance of telling the truth yet of the 2025 bankrupt year ? pretend it didn't happen⬇️



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1. Cash is dwindling every quarter. As revenues escalate, cash burn also escalates. As evidenced by the crappy capital raise, efficient future capital raises are extremely unlikely.
2. While Doe covenants are pushed out to 2027, the measurement periods will commence in the coming quarters. While I would expect waivers to be granted, covenant trips will begin the slippery slope down.
3. 2030 maturities won’t matter. This company won’t make 2030.
4. “Explosive” revenue growth means nothing if they can’t make these batteries remotely profitably. I would prefer $10mm of revenues and $10mm in costs at this stage. However, based on the capital stack and expectations, that is not an acceptable outcome. So you have a completely incompetent management team trying to tinker along the way to close a gross margin gap that is massive. Won’t happen.
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@Marioxjumper @Zerosumgame33 Exactly. Enron actually had some decent assets before the traders vaporized it and cooked the books. Eose is not Enron. Result will be the same though.
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@Zerosumgame33 Enron make up fake sales. This is closer to a Solyndra. Getting a loan from the government then go bust.
I guess making energy storage isn't easy.
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@AIStockSavvy Rock bottom is when you sell materials to a “related party” and the market cheers. Where are all the customers that have been in the so called “backlog” for years.
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Frontier Power Selects 230 MW Battery Storage Projects Using $EOSE Eos Batteries
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:
➤ 𝐅𝐫𝐨𝐧𝐭𝐢𝐞𝐫 𝐏𝐨𝐰𝐞𝐫 𝐔𝐒𝐀 selected 𝟒 battery energy storage projects from Stella Energy.
➤ Projects total approximately 𝟐𝟑𝟎 𝐌𝐖 / 𝟗𝟐𝟎 𝐌𝐖𝐡 of battery storage capacity.
➤ Projects include 𝐁𝐥𝐚𝐧𝐪𝐮𝐢𝐥𝐥𝐚, 𝐀𝐫𝐚𝐧𝐬𝐚𝐬 𝐏𝐚𝐬𝐬, 𝐍𝐚𝐬𝐡, and 𝐖𝐚𝐥𝐥𝐢𝐬.
➤ Projects are expected to deploy 𝐄𝐨𝐬 𝐄𝐧𝐞𝐫𝐠𝐲'𝐬 𝐙𝟑 long-duration battery technology.
➤ Closing remains contingent on completion of 𝐄𝐨𝐬'𝐬 recently announced 𝐫𝐢𝐠𝐡𝐭𝐬 𝐨𝐟𝐟𝐞𝐫𝐢𝐧𝐠.
➤ The projects are the 𝐟𝐢𝐫𝐬𝐭 to advance under FPUSA's strategic partnership with Stella.
➤ FPUSA previously secured a 𝟐 𝐆𝐖𝐡 battery capacity reservation agreement with Eos.
➤ FPUSA will fund 𝟏𝟎𝟎% of construction equity, with Stella leading project execution.
➤ FPUSA's capital base is backed by 𝐂𝐞𝐫𝐛𝐞𝐫𝐮𝐬, with support from Hudson Bay and KKR Capital Markets.
👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:
➤ Supports deployment of 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧-𝐦𝐚𝐝𝐞 long-duration energy storage.
➤ Expands Eos' commercial pipeline and validates demand for its 𝐙𝟑 battery platform.
➤ Advances large-scale battery storage development across the 𝐄𝐑𝐂𝐎𝐓 power market.
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@masoudpoul Hmmm. Dilute shareholders with another capital raise to raise capital to “buy” batteries from a related party. Seems like a Ponzi scheme to me.
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Dont agree with many here but this one is spot on. Circling the drain. Financial gymnastics to save the company. Cash burn and limited access to future capital = bk. Management not reporting actual battery field results and fraud shell company stepping to front of line on orders is a massive red flag.
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$EOSE This is still a MASSIVE short @ $5/share. Fully diluted cap sits at ~$5 billion for a structurally disadvantaged & inferior battery tech with deeply negative unit economics still run by the same SPAC clown management team that just diluted (again!) to form a shell co. to solve its "bankability" financing bottleneck that they once thought Jigar & the DOE loan would solve! And they brought in a second vulture fund - Hudson Bay Capital - to participate in the deal! The signal to short the stock in size was when former Chairman of Board dumped ALL his stock open market in the mid to high teens right before the Q1 BLOW UP. I am entirely convinced the equity is worthless, and at some point, Cerberus, through its direct-lending affiliate Cerberus Business Finance, will provide Debtor-in-Possession (DIP) financing as Eos will be forced to file Ch. 11 & undergo full restructuring as the current cap table is on the path to permanent impairment.
GIF
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@AnishP144 The entire “backlog” has to be seriously questioned. How can a JV that was established a few months ago step to the front of the line and get 2026 batteries. Answer: because the backlog is completely fictitious.
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$EOSE For anyone saying Cerberus is bringing in additional capital they are getting warrants for that money. At the end the entire 300m is from EOS. You can make a case what happens if SP remains below 5.481 for the next 10 years or EOS goes bankrupt.
The depressed SP now makes sense as Cerberus gets warrants at lower price. Their anti dilution may have kicked in as well for additional shares on the nearly 40% holding.
But that’s the price you have to pay for what Cerberus brings to the table in terms of connections and capital. If FP USA can execute( I think they will) in the end it will end up as pivotal moment for EOS as without it we may not be able to sell enough batteries to keep the two lines running. Now we deliver those initial projects successfully and build credibility in the space and orders will flow. FP USA will be able to convert pipeline to backlog quickly.
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@SMSTracked Including his golf losers (which he never includes), SMS is down 12.4u in 2026.
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@Tyler7888153806 And the crazy part is down "only" 13 units on the years must feel like a huge winning season considering he is down 225 units since 12/31/2023....
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@FezzikSports So would losing 100 units in 2024 and 100+ units in 2025 be considered bad ? Asking for a friend.
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When choosing whether to go with a sports expert, you really need to ask 3 questions, if any are "no" don't buy them:
1. Can you get their release numbers?
If no, don't buy them.
2. Are they ahead a significant amount over the last 3 and last 5 years?
If no, don't buy them.
3. If you bought there service over the last 3/5 years, based on what you bet, would you be up 2x what your costs buying it would be?
If no, don't buy them.
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