Nate Strande 🔋

$eose Not sizing up a position just yet. Starting to look interesting again though. However the price action is just weak. Fact there has been no material bounce and follows through post earnings tells be the what I need to know. No one’s getting back in a hurry. Still trading at $3b fully diluted. Over 10x rev at my base case 2026 of $250m. Still can’t justify any higher figure than $250m unless there is material orders that are deliverable within 18months. The Board addition is positive in the light that Cerberus still likely remain invested for the long term. However could also be interpreted as wanting more control over Joe and the company. Not surprising. Remember! The market looks and prices in forward numbers At the moment Eos 2027 backlog stands at max maybe 400m So you can understand why the market isn’t pricing in a higher number or multiple. Where is the scale and positive cas flow going to come from if they don’t have the volume and orders to support it. They need orders that are deliverable within 18 months!!

thanks @AnishP144

$eose nfa ... good time to update the model.... EOSE Share Price Projection Tool

$EOSE The appointment of Nathan fick reads positively imo Under appreciated in my eyes… chief strategy officer at Cerb, former marine, cyberspace/ security backdrop and was hired to lead investments tied to national security and resilience The Cerb defense angle is real & likely positioning Eos as a critical infra/defense energy ecosystem play. Fick will help open these doors Potentially large, sticky credit worthy contracts Then you think about the doe loan, allied nations procuring batteries , exports etc. Nathan has experience here. Now the signal with the Cerb commitment. Lock up expires in June. Stock down 70% from high. Huge miss from c suite, Credibility tarnished & Cerb responds by putting a fresh CSO on the board That doesn’t smell like they are looking to exit soon. Bears will say they are tightening the grip after q4 which probably true. But I don’t think Cerb puts Nathan on the board of a company they are about to abandon The mkt is pricing eos as a distressed manufacturer. Yet they have $600m in cash and refi’d converts until 2031. The balance sheet isn’t distressed… I’m still buying as I’m taking the view it’s a critical infra play with a national security Tailwind behind it Watching q1 closely. If execution improves even modestly we can see a re rate

$eose …

$EOSE

$EOSE "LONG-TERM STRATEY" Cerberus isn't going anywhere! For everyone who still had doubts after they acquired a zinc supplier and invested in the frontier projects.

Bottom line: Over the last 6 years, California has funded 8 LDES projects, and currently 7 out of 8 are using Eos. Two projects were using Redflow, but when it went out of business, the projects switched to Eos. energy.ca.gov/programs-and-t…

@joceyreyes209 I agree- lots of potential catalysts to turn the narrative of the momentum real quick

$EOSE …. 🎯 If they announced a large order and hit guidance … technically … stock appears to be set up for a massive trend reversal. It is technically some would say that it is oversold and is setting up for an 8ma and 21ma cross. I am positioned long in size … time will tell the tale.

$eose we need someone to bring back the postings of all the strong upcoming catalysts and events to look forward to- we know the company isn’t going to

@BobLasthunt You haven’t spent enough time on $EOSE energy.gov/edf/eos

$EOSE this takes Form’s intake of orders in the last month to 42GWh… 30GWh for Google and now 12GWh for Crusoe. Those are huge numbers, good for them! It further validates the TAM and demand for storage. Having said that, wen orders? Ball’s in $EOSE court now… time to close on some projects.

$EOSE Bimergen Energy to Present its $2B Growth Strategy at the Emerging Growth Virtual Conference on April 2nd redchip.com/news/843927182…

MACRO DATA JUST DROPPED • Manufacturing PMI 52.4 vs. Est. 51.3 • Services PMI 51.1 vs. Est. 51.5 • Composite PMI: 51.4 This should ease the recession fears that started creeping into the market last week and suggests the bear case may have gotten ahead of itself.

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Welcome Erik to $eose! .... wen orders?

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