🔋NetMelc🔋

@GrassmanWilliam Iced Tea or Nuclear is quite the faceoff 🥴🤣

$EOSE Something is not the same..

@x_times_1 @dmottco If ever it was a short term investment, it's just become long term 🤣

@dmottco I think at these levels, Cerberus is likely to take the long-term view

$eose anyone can think of any reason why Cerberus doesn’t do another 1 year lockup? They cannot / will not exit at these prices. And their overhang will only hurt the stock Or has Cerberus quit ?

@sw20200 @bert_gilfoyle just a lumpy customer schedule

@NetMelc @bert_gilfoyle Production near full scale and an inventory build up would be great news. Sucks to tie up cash in inventory, but the proof point of the line running well would be very good.

$EOSE So if Eos solved the quality problem by last call, and with 2 weeks left for the quarter they are still producing 24x7, how does that square with the estimate that Q1 revenue might be similar to Q4? Sandbagging? Creating inventory of goods to be recognized later? They are just moving slow and steady? Another explanation?

@goodwillimp @mymorristribe they listed on NYSE 🤣

@NetMelc @mymorristribe WTH happened in early February??

$eose Going to be one of those days.

$NFE New Fortress Energy Signs Restructuring Support Agreement ir.newfortressenergy.com/news-releases/… @CockedStriker

I think the problem is inherent to the level of scale Eos is at. The ramp is so sudden and dependent on so many things that a small change in monthly production can indicate their ability to ramp lines in the future. This may sound short term minded. But to me, the ramp is the signal of their true ability as operators, and that level of ability impacts their ability to scale years into the future. so yes I think it's worth putting it out there. Not because it's necessary to keep shareholders calm, but because it's relatively easy and has no real drawbacks, apart from maybe looking weak in the short-term, but that's the market's perception right now anyway.

$EOSE I sometimes feel like I’m the only one who thinks this, but I don’t believe it’s Eos or IR’s job to make retail investors feel comfortable. A company has one job: build a great business and create long term value. IR has one job: communicate clearly, consistently, and within the rules. That’s it. Not to reassure us. Not to manage emotions. Not to make holding the stock feel “comfortable” for a bunch of X degens. 😉 When I see requests or even demands for more updates just to reduce uncertainty, it usually tells me something else is going on. It’s often less about the business, and more about how the position feels in the moment. And to be fair, I get that. Periods like this aren’t easy. At the same time, I do think Eos and IR have room to improve their communication. Not because retail investors feel uncomfortable, but because clear and consistent communication is simply part of running a professional public company. That’s a different standard, and a fair one to expect. But those are two different conversations. One is about business quality and professionalism. The other is about managing emotions in the market. If you need more communication to feel okay, it’s worth asking yourself a harder question. Am I positioned in a way that actually fits my conviction? I try to remind myself of this. I’m not a consumer of updates. I’m an owner of a business. And that mindset changes everything.

@mymorristribe wish I did, mine are a few shares I picked up at 12$ thinking that was a deal...

@NetMelc I'm sooo happy that I sold about 1/3 of my margin shares just before earnings lol

$EOSE Never use margin

@mymorristribe ☠️ just added some cash today as well to doubly make sure 😅

@NetMelc Schwab pinged me to add 5 grand so it made me think of this.

@MarkGregory1313 Unfortunately that information is too delayed for any medium term action. Only really good to get a lagged view of institutional interest.

@NetMelc We'll know when the next institutional buying bar comes out on Fintel but I totally agree with you. This action now is all hedges and computers.

$EOSE quick PA thoughts A lot of talk about where will the bottom be All I can think of is at this point, who is still selling? 493M shares have traded since earnings were released. That's about twice the float. Each share has been traded TWICE. By now, anyone that wanted to sell due to fundamentals will have sold. However, on the other side you would assume no one is buying this, why would they? it's dead money until June, etc. And yet, we still see heavy volume every day. So what gives? The only explanation I can find at this point is sellers are just traders that are shorting/ riding momentum and they are met with heavy resistance by whales that are accumulating at a daily RSI (28) not seen since pre-Cerberus days. Goes without saying but it's a much easier buy today at 5.50 than it was in June 2024 at 0.65. So my read is, sellers are traders without real convinction except that momentum is a good wave to ride, and institution/whales are slowly buying at prices they know price in a lot of negative. Regardless, I'm ready for whatever happens.

$EOSE very excited for my meeting this afternoon. 👀😏

$EOSE Topher will post this every Monday indefinitely as a weekly update until @PoweredByEos and @JoeMastrangelo8 produce a monthly update. Would be helpful if others would chime in. Especially the “hey Topher you wanna write a letter to the BOD?” Squad. These guys read X. This is required at this point. Why?? Because the Turtle Crick brain trust quarter after quarter has some hiccup, choke point, bottle neck, malfunction, supply chain issue, manufacturing issue, etc. and it’s absolute bullshit that nobody hears a word about it until an earnings call. @PoweredByEos take the energy you put into your “EOS IN FOCUS” bullshit event and put that into a monthly update. You proved you can do that.

@srvc76 ?

$EOSE Bullish Divergence.

@Zerosumgame33 just skip the act and tell me you want my shares cheap.

@NetMelc What’s funny is that there’s another 40% downside staring at you right in the face.

@xEBITDA @TopherGotWifi wtf I'll take that yes 🤣

@TopherGotWifi Little prop bet for the crowd. Fight ends in under 30 seconds Yes +300 No -400

Would 100% attend for this. Will be in Italy this July for 3 weeks. Doesn’t even need to be a cage to be honest.

@KoonesEdward @xEBITDA @StockHawk402 just because you don't know doesn't mean it's an issue. They are making improvements anywhere they can find them because well, if you can make your product better, you just do it. Great spin on a nothing burger though

@xEBITDA @StockHawk402 No That's the issue. Listen to the most recent conf call and they highlighted making changes in order to improve installation costs and customer experience. So it's an issue and I have no idea how large or fixable.

$EOSE 📈📉 docs.google.com/document/d/1Av…