Millo
46 posts


$EOSE
Project AMAZE base case:
4 lines ramped to 8 GWh/yr by 2028 (late as usual)
$250/kWh ASP -> $2B forward revenue
40% EBIDTA margin -> $80M EBIDTA
20 x 2028 EBIDTA -> $16B EV for 2027
Subtract $1.5B for debt financing
$14.5B market cap
600M fully diluted shares to raise more funds
$24 SP
Bull case with Factory 2 Works:
6 lines at 2.25 GWh/y nameplate -> 13.5 GWh/yr by 2028
$300/kWh ASP -> $4.05B revenue
40% EBIDTA margin -> $1.62B EBIDTA
25 x 2028 EBIDTA -> $40.5B EV
Subtract $2B for debt
$38.5B market cap
650M fully diluted shares
$60 SP
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$eose $onds $rklb
I recently saw comparisons between $eose, $rklb and $onds. The charts are fascinatingly similar.
Here are the monthly charts below.
-- $onds and $eose have roughly the same market cap as of Friday's valuations.
-- $eose revenue projections for 2025 and 2026 are roughly 2x - 3x $onds w/ a seemingly healthier backlog and pipeline. But i don't know $onds well enough to scale their growth. Autonomous growth may be much easier than what $eose needs to do to grow.
$rklb is roughly 5x - 7x revenue of $eose with a backlog that's only double the $eose backlog and a smaller overall pipeline. I also don't understand their business well enough to understand scaling capacity restrictions.
If $eose can execute their current plan for 2025 and at least double or 3x their growth in 2026, there's no reason their chart can't look like $rklb.



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Bucket list item for literally everyone:
See Falcon 9 double boosters land in person.
Go to Cape Canaveral and you’ll see it from the local bars. No security clearance needed.
Tesla Owners Silicon Valley@teslaownersSV
What a time to be alive and witness rockets autonomously landing. Two almost back to back. @elonmusk
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The CCTI's Dr. Camillo Genzano has been chosen for the Russell Berrie Foundation Fellowship which is designed to support research in diabetes mellitus and its allied disorders to improve understanding of and contribute to mitigation and ultimate cure of the disease.#diabetes
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More Information on the #Giveaway below 👇
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Look up @Columbia grads—lighting up blue & white for the 2022 Commencement!
Congratulations to all this year’s graduates. 🎓
📷: baggettimages/IG

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Trovate più informazioni nell’articolo di benvenuto. Seguiteci su @DeFiChainIT
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