Thought number 2 $EOSE.
I bet you all wonder what CEO Joe Mastrangelo thinks about all this Twitter drama. Well, I asked him. Here is his response:
"... I love engaging with people who believe in the company and more importantly the team. In the end, I work for you, the
It is time (again..) My technical analysis is time intensive and takes me away from my work and family. I am happy to provide it if people appreciate it. if I can get 50 likes to this post, I will keep providing it for free. If not, I’m going private. You have 24 hours to like
Lunchtime conversation with the wife…
Me “ $EOSE is on the cusp…”
Wife - “ it’s always on the cusp…. When is it going to be past this cusp”
How dare she question this company or my investment acumen.
I got called out of work today after receiving a phone call no parent wants to receive
“Come home now, “your son” is choking” in a completely panicked voice.
So I booked it out of work and made it home quickly. With police and EMS there already. THANKFULLY, of all the candies
First, the $EOSE CEO tweets for the first time in months.. Now the company’s official account puts batteries around its name as a shoutout to the Batt-X community.
Do I sense some confidence? 😏
When $EOSE hits $25 I propose a winter investors “retreat” to the Bahamas. I don’t believe in “jinxes”… just hard work and fundamentals - which will prove themselves with time.
Who’s in? 🙋♂️
How do I explain to YOLO Jack that he is down 42% of his life savings in $EOSE? He went all in with his $500 on daddy’s advice. he’s turning 2 in December but this is still my favorite picture of him.
I have had a few people DM today asking why I remain so confident despite the fall in the share price... I thought I would just post my response here.
***** 1) I DO NOT KNOW what the future holds for $EOSE. I am placing a BET on them because I think there is a good chance they
Need $EOSE to rally before the July 4 week. This is of significant fundamental importance…. For me. Why? Because that is the week I spend at the in-laws for beach week. I want to talk some smack and not have to explain why it’s going to turn around any minute now.
I need the
I finally got time to listen to the fireside chat with Joe and Nathan. This should be mandatory DD for every $EOSE shareholder. A few quick thoughts:
1) ATM - they do NOT explicitly say 'we are done hitting the ATM'. They said that 'we have been hitting the ATM responsibly and
So now that we are done with that shareholder meeting and its aftermath... where are we at now that FAT is happening soon with SAT soon to follow? Here are my thoughts $EOSE
1) The company needs a bit more money (likely). They will have to dilute to accomplish this (likely)
-
Stock up over 20% from yesterday morning retail dump fest. While retail people are panicking after two people tweet they are out, others having been buying your shares for dirt cheap. LEARN how this game works. $EOSE
Thought of the day
#2
Me (along with a few other major $EOSE investors) had potential risks to the equity. Most were company related...
#1
on that list? Our defacto Twitter battery leaders. Why? See Iceburg and yesterday's reaction. IMO there is no purposeful manipulation of the
$EOSE At 9pm, wherever you are… look up at the stars… somewhere, out there, is the land of lost calls. Take a moment and remember the good times… the awesome experience of that post DOE spaces…. The fun we had talking about the chance of us going to 10…20..30? But the exact
Happy Friday $EOSE fam! TGIF
The strain of going down continuously is clearly taking its toll on people. Looks like Diego Diamonds is gone for good. There are many others that are falling off the radar in the last few weeks. I’m sure many have just gone radio silent, but I’m
I tried to talk $EOSE to my wife today when I got home from work. "Don't talk to me about that company until we are breakeven. Do you know what we could have done with the money that we are still down?" Do you think its too early to tell her I'm planning on leaving her with the
Financial advice if you own $EOSE – If you haven’t already, please look through the companies 2Q financials – this is what we will see Monday afterhours. . The earnings release will answer some of our questions – but management’s comments Tuesday morning
I know this is a small order…. But the fact that Indian Energy did this means they like the product. Repeat orders/repeat customers just don’t happen if the customer is unhappy. This is incrementally good news and exactly what long-term shareholders want to see. It’s not the
Happy Thursday $EOSE fam. Today is education Thursday.
Can retail selling cause a massive move in a 300m cap stock?
Yes.
Retail owns about 1/3 of the total shares of the company based on Bryn’s last survey….and I have good reason to believe that is in the correct ballpark.
A
I have been blocked by rainbow puppy dog. Do I get a sticker? $EOSE
I know many people don't like to speak up when they see him post something that is cringeworthy in fear of being blocked and missing out on DD... but honestly I don't care. I call it how I see it. Consistency
I happily took possession of 30,000 more shares at a cost basis of 2.65 after my sold puts were exercised last night. As of this morning I am the proud owner of 272,895 shares of $EOSE and I slept like a baby.
The future is bright. 🔋
Mrs. OBG is onboard for the journey. May
Good morning $EOSE fam! It's a family divided right now that's for sure....
Something that struck me about the discourse over the last week is that clearly there are a few different groups of people who have owned/currently own the stock
1) Long term investor - these people
Best moment of beach week so far?
When my sister in law told me in front of my FIL she is a proud $EOSE shareholder and doubled her position yesterday!
Looked over $EOSE earnings - seems like a nothing burger to me… dilution not bad like I suspected. Good cash on hand. Guiding to fewer orders, but that is extremely vague. The devils in the details and we won’t know that until tomorrow.
Bought 10,000 shares AH at 1.67. I am
Little story for you. My wife and I had been watching $TSLA for a long time and were waiting for an opportunity to put some capital to work. We finally bought in late last October, figuring a >50% fall from near all time highs was as good a time as any. We bought in a few
Lemme get this straight. $EOSE rallies ~20% upon hitting an operational milestone that was viewed as a slam dunk by most..... so............ what happens when they book this order? or other orders? hmmmm.....
$eose - reminder to all the 🔋-heads that we still have the 900mwh LOI to convert to backlog, contingent only on financing brought by Cerberus that also has a middle market direct lending arm 🤫🤭
I will post later today re: what is going on... doing some more background research on everything going on this afternoon before finalizing my opinion... As of now I have not sold any shares $EOSE
EOS T-shirt update $EOSE
- EOS is working on the details of the payment system and how shipping will work. “we’ll be ready in January”. More information to follow once they are ready.
- Proceeds will most likely go to help new police recruits afford their gear. The new starting
California Energy Commision released their Final Project Report in October, on a demonstration project they conducted on Eos 2.3 battery. I hadn't seen it before, so sharing the link incase others are interested.
All right guys, I’m going private. $10 a month gets you high-quality charts from me. Below is a sample of what I crafted this morning. It took a lot of hard work to produce that and I no longer doing it for free. If you want more high-quality charts, you have to pay up. If I get
I’m doing hot new research into a killer new investment opportunity. I’ll make sure everyone knows about it the second I’m fully loaded up with shares. $EOES … I mean $EOSE
Yes, $EOSE is well aware of what investors want. Do not think your emails to IR do not matter. They scheduled 12/12 for a reason. I think they knew they wouldn’t have enough ready to present during the 3Q conference call to appease investors.
In Joe I trust.
When $EOSE sank under $2.50, I stopped buying and made myself a mental note... "If the stock falls to $1.75 due to fear and nothing fundamental has changed with the thesis, start buying again". So I held back a few bullets just in case and waited.
I am beyond my max portfolio
That my friends was a bear trap. I hope it didn’t ensnare you. Long-term shareholders didn’t blink. A bear trap catches people offsides…. and if it reverses back to where it started, that is often a crazy bullish sign. Why? Because There were buyers that were scooping up shares
I stopped by the Turtle Creek plant on Thanksgiving night. The only person there was Joe. He was definitely hard at work at some thing. I asked him what he was making.
“ I’m making some Z3 lube to deliver to the Bears in 2024 “
He then gave me a tour of the plant.
$EOSE
Next week we will be back at in the mid 1's.... or the mid 2's. Lots at stake (in the short term) over what management has to say to us next week. Place yer bets. $EOSE
As for me... currently long 380,000 shares (for those that care). Ride or die.
Just got a call from my broker
“ ….you appear to have a very concentrated position on one company.……”
No shit Sherlock. I only invest in the best. $EOSE
@CharlesSchwab
Absolutely unacceptable. Nice to know when traders and investors need Schwab, we can count on you to be down.
If it’s unprecedented volume, which I know is going to be your excuse, upgrade your system, so you can deal with this next time
I sincerely appreciate the number of people that have reached out in the past few weeks to make sure I was OK due to my decreased X posting. I have not sold a single share. In fact, I have been adding. My eye is on the prize - long-term financial success of $EOSE. I still believe
It is impressive to me how big the $EOSE community is… maybe 30 or so big posters .. with well over a 1000+ lurkers .
I wonder how big this will get over the next three years…
The real reaction to earnings is not always apparent until a week or so later. Classic bear trap. $EOSE
#HODL
I still maintain that
@JoeMastrangelo8
hit a home run on the earnings call. The market will reward shareholders in due time.
The core concern in $EOSE right now is that significantly more dilution may be right around the corner due to suspected timing of the DOE reimbursement being “pushed back” to the end/right after q2. The q1 thesis came from someone talking to someone who heard from someone Q1.
This is going to be one of those investments that the returns (if it turns out the way we think it will) will go up 'exponentially' over time... but in the immediate short term hard to know whats going to happen. Sometimes the hardest part of investing is....doing nothing at all
My 10 year old son wrote this for an answer on his history test….. I’ve been laughing for the last 30 minutes. The kid is a history genius so… he was just being honest. I feel like it’s the equivalent of trash talking in sports. I told him I would see if I can make it go viral
Waiting for the FUD… you know it’s coming
“The order isn’t big enough…”
“This is not what we expected or wanted..”
“I don’t like Nathan’s pants…”
$EOSE
Just finished lecturing medical students for the last two hours with no access to my phone. I was so scared that I would open my phone and see we were at 50 Cent…. $EOSE
conversation I just had with my financial advisor:
Wife - $EOSE is down a lot. What happened?
Me - it’s complicated
Wife - you told me you feel strongly this stock will be over $10 next year. Do you still think that?
Me - yes
Wife - that guy with a dog in his profile pic -
One last thought regarding $EOSE management that I will help explain with a personal story. We just finished giving raises for the new year to our 75 employees. Every year we do this, we do the raises a little differently depending on the current market, performance of the staff,
Where the FK is
@RektTargaryen
? I don't care if he is watching football/soccer. Get yer ass in here and post something worthy of the Cerebrus deal $EOSE
Heck yea ! This is awesome. Joe is calling out someone who critiqued him and the company. $EOSE
This is a CEO that I am going to stand with for a long time.
@Umbisam
here’s a question…why didn’t you post the rest of the 8K? Melissa is not only someone who I have worked closely with for 2.5 years but is also a friend. What we both decided together is that Eos needed someone on the ground more
I took a day off this platform and it felt good. I hope everyone a good day $EOSE. I will plan to host a spaces next week and try and make it a regular thing. There is so much good around here - I refuse to let the negativity drown that out. Patience will be rewarded. In Joe I
Over the last several years, I embarked on a project at our practice to significantly increase revenue while tightly regulating expenses with a goal of keeping our practice independent for the foreseeable future. In the US, independent medical practices are dying off quickly. It
I guess this is the benefit of being a long term investor in $EOSE. I am laser focussed on 2026 and am happy to know the inevitable dilution, that we have been talking about for months, is now clearly quantifiable. This can be priced in and now we have a well capitalized company
I think Joe has done a great job in his return to Twitter. He didn’t have to come back here but he did it anyways. Some of the pictures and posts may seem like fluff to some. But he’s telling the story of a company that is approaching a massive inflection point. He’s defending
@mymorristribe
@thehipskipple
@x_times_1
@NetMelc
@dmottco
@broheim777
I am not stirring anything, nor am I trying to “pump”…there are investors who I respect that asked for more information, I am trying to provide that, I am trying to show what I see that I think is interesting.
At the same time I also want people to understand the regulations
Did we just put in a higher low on high volume? 👀
If we can now regain two dollars and take out our highs after this sell off… 👀
DOE loan closure timing may be just perfect $EOSE
More thoughts as I wake up - Lets say I’m wrong and they dilute the shares 100% - so $EOSE issue 150 million shares. The bull case goes from $25 to $12.50 in 2026. That is a 4x in 3 years.
The 10x mentality has warped everyone’s minds now… this is not a 10x or bust story.
Is
The core concern in $EOSE right now is that significantly more dilution may be right around the corner due to suspected timing of the DOE reimbursement being “pushed back” to the end/right after q2. The q1 thesis came from someone talking to someone who heard from someone Q1.
It’s going to take some time for me to put together a thoughtful post… but everything I’ve learned in the last several hours based on several conversations with people I trust leads me to my final conclusion (which will seal my fate one way or the another…) $EOSE
OK 2.5 hours left in my shift, but no one left in labor so….
3 babies delivered…
2 circumcisions performed…
And a term sheet in a pear tree :)
$EOSE see ya tomorrow!
PS - any interest in a middle of the day spaces later this week? Lunchtime or maybe 3 pm EST? Would allow
@FreemyerGreg
@OBGInvestments
You *may* be right about that, but I'd imagine they refinanced under the same terms.
We would have to pinpoint where it says covenants no longer exist.
Refinance announced June 24th. Considering they would've been non compliant by June 30th. I'd say the covenants still hold.
I have seen several posts the last few days about how the $EOSE DOE conditional pump was orchestrated and many shady people were involved. I was there for all of it so here are my thoughts. The simplest answer is often the most close to reality.
1) Do I believe the majority of
$EOSE
Don’t think they are not listening. Their top focus is execution. That is what will determine the long term value of the company not a PR release.
@JoeMastrangelo8
keep up the good work. We look forward to what the future holds.
I’m gonna try another tactic today.
$EOSE , you are worthless garbage. Probably worth $.10 at most. You don’t deserve to rally. Go back to $.70 where you belong. WEN bankruptcy
How's everyone doing today? I see ZSG is back... as predicted by my spreadsheets. Options expiration today. FUD engines running at 100%. Interesting. $EOSE
PS - nothing has changed. As even ZSG as stated on numerous occasions... this is a 2025-2026 story.
$1, 2, 0.75....
@THNinvestor
It’s one of my New Year’s resolutions…it’s 18 degrees outside, so too cold to work on the “run more” resolution.
Seriously, when I think there’s something to say I’ll say it. If the discussion is constructive, I’ll participate. When I need to defend the company or my team -