🔋Tony🔋

“Stocks are SAFE for the long run and very unsafe for tomorrow” - Warren Buffett

@JessePeltan @AukeHoekstra @philroberts 😂

Happy Solar Pessimism Chart Update Day to all who celebrate

@0marginalreturn What’s wrong?

$EOSE when does it stop😭

@99_loss_capital Take care!

There could be many reasons. In a ramp like this there are countless things that can cause delays or friction. They might even be deliberately building in time in Q1 to solve issues they uncovered in Q4. What I hope they are doing is simple. They internally expect X, but only communicate 50% to 70% of that externally.

$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?

$EOSE

@dmottco @AlPutino Ty DM! 🙏🏼

$eose Eos Parking lot was full from 1am -3pm (went by 3 x) couldnt really see the automated line working but did see batteries loading into trucks and robot arms moving -heard rhythmic banging Saw Cubes being loaded onto trailers at the assembly facility with another 20 or so being assembled inside and I did catch a tanker of Zinc at 1am which was gone when I came back at 8am- The stock is cheap For the record I never got out of my car or trespassed the property

$eose doesn’t need good news, retail needs good news $eose is fine, never been in a better position, plenty of cash, order book to work through, they just need to get their heads down Retail needs to reframe its thought process as it’s not reflective of the actual company position

@philroberts @MarketNewsLLC

$EOSE Eos need good news desperately. Otherwise, will be a long painful road to what I think is Q2 earnings.

@xEBITDA 🎯🎯🎯

Uncertain, the path always is. Clouded, the near-term may appear… yet clear, the long-term becomes only to those who stay. Judge the tree not by the season of frost, but by the roots beneath the soil. If strong, they are… storms, they will endure. Many will trade the future for comfort in the present. Few will sit in the storm, unmoved. Remember this: Price is but an echo. Value… the voice. Patience, you must keep. Conviction, you must test. For the market is a great deceiver of the impatient… and a great rewarder of those who remain. Waver not because the wind howls today. The course was set long before the storm arrived. Endure… and clarity will come.

I agree accountability matters. Missing guidance like that should absolutely be addressed, and it’s fair to expect stronger communication around it. At the same time, I think it’s important to separate two things. Holding management accountable for execution and communication is valid. But expecting them to rebuild trust through more PR or by trying to manage perception is a different approach. Trust is rebuilt by setting realistic expectations and consistently delivering on them over time. Not by increasing the volume of communication after a miss. So yes, they need to step up. But in how they execute and how they communicate in substance, not just in frequency or tone.

They dont have good IR or PR… Actually part of a CEO’s job is to build trust and drive long term value, since we recently saw both of them destroyed as a shareholder that just got screwed you have that right, accountability is not something you just forget about after a big guidance fuckup!

$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.

I’m not making excuses for bad management. If communication is weak, it should be called out. That’s part of holding a company to a professional standard. What I’m pushing back on is the idea that the solution is to increase PR or put out more updates to support the stock price. Those are two different things. Strong companies communicate clearly, set realistic expectations, and execute against them. That builds trust over time. Trying to manage perception or support the stock through more PR is a very different approach, and usually not a great one long term.

@CompoundingTony This is you making excuses for bad management. Look at it this way, what is a good reason for not doing consistent PR? Management and employees all have shares so surely they want a higher stock price.

@groksalt 😉 finance.yahoo.com/news/amazon-ex…

Reminds me when Amazon became mainstream, people became used to next day delivery. Now with Elon posting daily about thoughts, company updates and emotions on X, we’ve kinda got used to that as well - and think all companies should be the same. Elon is unique and specifically consumer focussed. EOS isn’t. However, I do think they should have embraced us better. 99.9% of people (including Joe) have thinner skin than Elon, so probably couldn’t take the mental heat in the tough times.

I get what you’re saying, and I agree the lack of professional communication is amplifying uncertainty. But I’d separate two things. Retail emotions are real, but ultimately they’re not the company’s responsibility to manage. What is the company’s responsibility is communicating at the level you’d expect from a professional public company. Clear expectations, consistency, and strong communication, especially when things don’t go as planned. If that foundation is there, a lot of the noise and “brace for impact” feeling naturally disappears over time.

I think you’re pointing at a real issue. Missing guidance and then going quiet, followed by a weak EC, is not how a strong public company should communicate. That’s fair criticism. At the same time, I see that as a separate layer from what I was trying to highlight. There’s a difference between holding a company to a high standard in how it communicates, especially in tough moments, and expecting communication to reduce uncertainty or make holding the stock feel better. One is about professionalism. The other is about emotion. Both are getting mixed together in this discussion, and I think that’s where things become unclear.

I think you’re pointing at something real with the ramp being the signal. But to me, that still isn’t the core issue. The real question is whether they are setting the right expectations around that ramp. This isn’t a surprise process. They know the dependencies, the risks, and the variability. If expectations are set realistically and they consistently deliver against them, the need for monthly updates largely disappears. If they guide too aggressively and then miss, adding more frequent updates doesn’t solve that. It just surfaces more volatility without fixing the underlying issue. So I’m not against more insight into the ramp. I just think the real lever is better expectation setting and execution, not increasing the frequency of updates.

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.

True, you can’t build a business without investors. But that doesn’t mean the company’s job is to manage investor emotions. There’s a clear line between serving investors through strong execution and transparent communication, and trying to keep investors comfortable. One builds long term value. The other usually creates noise and short term focus. So I agree they’re not mutually exclusive. But they’re also not the same thing, and mixing them up is where things start to go wrong.

@CompoundingTony cant build a business without investors . those are not mutually exclusive duties .

It’s that time again! Muting all the dumb and disrespectful $EOSE people! There are plenty of them during share price dips😁 Thank god there are also still a bunch of sane people. They just make less noise than those with a more short term mindset.