Millo

46 posts

Millo

Millo

@millobechi

MD

New York, NY Katılım Nisan 2019
103 Takip Edilen72 Takipçiler
Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️
$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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the rabbit of caerbannog🔋
the rabbit of caerbannog🔋@in_retrotech·
$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.
the rabbit of caerbannog🔋 tweet mediathe rabbit of caerbannog🔋 tweet mediathe rabbit of caerbannog🔋 tweet media
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Dan Go
Dan Go@CoachDanGo·
If your kids adopted your health habits would you be happy?
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Millo
Millo@millobechi·
@farzyness Your current one is much better
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Millo@millobechi·
@PeterDiamandis Reliable CGM (Continuous Glucose Monitoring) sensors
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Peter H. Diamandis, MD
Peter H. Diamandis, MD@PeterDiamandis·
What tech do most of use today (take for granted) that didn't exist (or wasn't widely accessible) just a decade ago in 2013? I'll start: Apple Watch, Airpods, Alexa, 5G, mRNA vaccines, NFTs, Electric Scooters... What else??
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Elon Musk
Elon Musk@elonmusk·
@kimbal It is inspiring to think that humans did that
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Nelson Epega
Nelson Epega@nelsonepega·
Describe Bill Gates in One Word.
Nelson Epega tweet media
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Lex Fridman
Lex Fridman@lexfridman·
Life has ~600,000 hours in it. Use each hour well. The ride will be over before you know it.
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NG 🍃
NG 🍃@Nik_Giuliani·
If you are the smartest person in the room, you are in the wrong room
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Columbia Center for Translational Immunology
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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Sam Altman
Sam Altman@sama·
one of the best things about elon is a reminder of just how much one person can do
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Joe Pompliano
Joe Pompliano@JoePompliano·
What is the best sports video game in history?
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Tesla and Doge
Tesla and Doge@TeslaAndDoge·
The total animals on Earth are estimated to be 20 quadrillion or 20 billion billion. That means the chance of being born a human is 0.0000000000039%. That's 10 times less probable than winning the Mega Millions lottery.
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Millo
Millo@millobechi·
@elonmusk Mars Independence Day 🔜
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Elon Musk
Elon Musk@elonmusk·
Happy July 4th!
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Tesla and Doge
Tesla and Doge@TeslaAndDoge·
Free speech is becoming a rare commodity on Earth. Like clean air, it is slowly disappearing. Elon Musk is fighting to preserve it. I respect that.
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Empire State Building
Empire State Building@EmpireStateBldg·
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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Peter H. Diamandis, MD
Peter H. Diamandis, MD@PeterDiamandis·
Remember 2012, a decade ago? What technology do you *regularly use today*, that you hadn't even heard of (or hadn't been invented) back then?
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