$EOSE, Point72 increases its stake in shares of Eos Energy Enterprises by 73.4% in the fourth quarter. Point72 Asset Management L.P. now owns 5,535,030 shares of the company's stock worth $8,192,000 after acquiring an additional 2,343,284 last Q.
$EOSE, The Pine Gate 500 MwH MSA slated to be announced before 3/31. A 5% cash deposit on this would allay interim financing concerns as well as backlog. Single-handedly changes narrative. Could this be what the wait is for? 🤫
$EOSE, how stupid are these price targets?! $17 to $12 to $7. Listen nobody at this stage knows shit. Analysis predicting COGS is nothing more than mental masterbation. For now it’s Pine Gate, the FAT then SAT at TC.
$EOSE, we are about 10 working days from the PineGate MSA “deadline” and our fearless leader is opining about the etymology of the word JagOff… PineGate must be in the bag bitchez. Otherwise I got first dibs on the felt!
$EOSE, I was hoping for 4thQ topline $5 million and they handily beat that with $6.8 million. That’s very impressive QoQ. Lil EOSE might be in its way.
$EOSE, the 20 DMA has crossed the 50 DMA bitches…. I’ll be playing Pinehurst by end of March. I’m not a great golfer but I quite enjoy getting away from the ball and chain for 8 hours, smoking a fatty and drinking a 6 pack staring at trees.
$EOSE, there’s an old sayin: bears sound smart but bulls make money. With EOSE is the fucking opposite! The bulls sound smart, find all sorts of circumstantial evidence pointing to success BUT only the bears make $$. Let’s change this… butchez
$EOSE, as an astute observer of the human condition, something I have fine tuned after years of drinking, our fearless leader Joe is either trying to keep the flock together because he sees the promise land OR he’s a psychopath who enjoys to inflict pain.
$EOSE, the stock needs a jolt. It has to be something beyond a photo of a section of the auto line. It has to be more than an agreement with suppliers. They need to announce an order NOT an LOI, not an increase in backlog. A P.O. W/a deposit.
$eose, here is a game plan independent of the ridiculous spreadsheets of Bryn or the bipolar tweets from Zero- chill. Don’t buy more. Watch! If you have too much and you can’t sleep perhaps trim. But I’m basically on the sidelines seeing if they can execute.
@VladVexler
Vlad, I understand the need to be cautious, to hedge your bets, but Putin doesn’t look weak, he looks resigned to defeat. He literally thanked members of Wagner- a group that murdered 13 of his pilots. That was pathetic and may have sealed it.
$eose, the story here is so powerful and sexy. We might be a tad early but IF they announce Pine Gate with accompanying deposit, then we are set up to fly on both the FAT and SAT as then anticipation grows for DOE.
@francis_scarr
A common Soviet negotiating technique is to start with an ultimatum, then demand more than you know you are entitled to, and then to finally accept what is there to be got. The point is, Putin will take what he can until he is stopped.
$EOSE, my concentration is t really here as I have so many other positions but imho there is way too much attention given to a minutiae of detail in re financing. If they need to tap ATM for $15 million who gives a shut IF TAM is billions?!
$EOSE, I think we can all agree that Stevie (as I refer to him) Cohen is one of the best stock pickers of all time. He’s no ZeroSum but that’s a rare breed:). So on 9/2022 he reported in a 13G filing owning 3,041,000 shares. Not just him personally but
$EOSE, my hope is as follows and anyone following Leo probably would come up with something similar. Pine Gate and EOSE signed a MOU in Dec for 500MwH. The MOU anticipates a MSA no later than end of March. If an MSA is announced w/a cash deposit then ‼️
$EOSE, imagine this sequence of events: next week a signed MSA with PineGate for 500 MwH, two weeks later a Factory Acceptance Test, the stock breaks $1.25. They’ll be such a love fest here culminating in a Spaces hosted by Clubgoer
But this is where there is opportunity. This Q, with the new battery shipping, revenue should be at least $3 million notwithstanding semi auto. Now imagine the screening process. 700k to $3 million. Throw in 2024 guidance and this peaks one’s interest.
$EOSE, a lesson learned: at least w/respect to this admin, the next time the DOE announces a conditional loan SHORT that co. B/c the conditions imply that every financial resource will have to be exhausted before you see a dime.
$EOSe, listened again to the EOSE presentation in Belgium. My goodness, I’m pretty fucking exciting. There were tidbits there, breadcrumbs… tantalizing…. Of course as this is EOSE I’m prepared to be disappointed but Boya!!!
$EOSE, if you’re not nervous you’re not adequately invested. So, if you’re not reaching for the Malox, the bottle of vodka hiding in the oven, a few klonopin, then you don’t own enough! Buy!!!
$EOSE, one of the things I’ve learned over the years is to pay attention to questions analysts ask on a CC because these are the concerns. The same is true when listening to Joe on Twitter. Ask yourself: why is he posting particular photos.
$eose, nice come back in AH… come on bitchez we aren’t far from the finish line. Lots of good news 1 month out: Pine Gate (wasn’t the US Open held there!); FAT, SAT and Kitty Kat; Line arriving in TC; and FELT-we need more felt!
$EOSE, the problem with Twitter, stocks and a large retail base in a small cap name - in a nutshell:
The CEO responded today to the backlog issue- 843 views. Zerosum goes on a rant about the backlog 4.3k views! Hahaha.
$EOSE, one risk I hear people say is that a Trump victory puts the IRA in jeopardy. Imho that’s not a concern. The IRA while helping to build “clean energy” infrastructure, is creating jobs, many in Republican districts. So why would he attack it?
$EOSE, bought another 25% yesterday. Not unusual to see a pullback today. It’s healthy. That said I’ll buy another 50k once the uptrend is certain. Until then I’ll keep researching it.
$EOSE, imho they are just a few statements away from igniting this rocket: a) line status FAT etc; b) a fucking big order! We need Pine Gate! c) interim financing (monetize tax credits; a P.O. Deposit) lastly some visibility on loan closing. IF then re-rate
Honestly, if I knew for certain a) Z3 worked as advertised, b) that the cycle data was supportive, c) the software was in place and was satisfactory and d) the demand was legit, I wouldn’t give a shit about a measly $30 million dilution.
$EOSE, technicals are not the be all but they are useful, just one more metric to help you decide. Here is the chart for EOSE, and you’d have to be blind not to see the V pattern which is typically very bullish:
$eose…. $1.07 is the 50 day…. Take down that wall Mr. Gorbochev…. An historical reference perhaps dating me and unbeknownst to this new generation of dummies
$EOSE, when I worked at a fund, we would screen for stocks. It was much more manual than today. Anyway, imagine I brought EOSE to the committee. 1stQ 2023 rev $8.8 million, 3rd Q 700k. Debt to equity. Forget about it. The response would be: NEXT.
$EOSE, I invest a little like Druckenmiller: when a stock peaks my interest I buy a little then start down the road of DD. I think having skin in the game focuses the mind.
$EOSE, hmmmm not that much which honestly I figured. On 12/12 they threw out some numbers, which I don’t believe constituted “guidance”. This number $60-$90 IS guidance and IF they can hit it I’ll be ok with that.
$PPSI thesis: $50 million market cap. 10 million shares out. NO DEBT; ~ $7.5 million cash. 2023 revs $43-$45 mil. 2024 revs ~ $70 million. Should do ~ .80 next year. Trades at < 1 x sales; and - fwd PE of <7 w/50% rev growth
$EOSE, using a one time felt order to extrapolate future sales makes 0 sense to me. How many times have people tried to predict future rev based upon cherry picking various data points in the past only to be wrong?
@maria_drutska
I didn’t hear/read a complete argument from Navalny, but I can see how he arrives at his conclusion. Girkin is not being processed for anything other than speaking his political opinion. I don’t agree with him, but he should have that right.
$EOSE, it’s not a big $$$ deal but Total, $TTE, buying the battery storage company Kyon (only $90 million) is something you want to see. It COULD mean what many of you think and wish for.
@JigarShahDC
$EOSE, can you please let us know a) what percentage of “conditional” LPO loans actually close; and b) what is the average length of time from the announced “conditional” loan to closing. These stats should be at your fingertips. TY
$EOSE, any idiot who says $EOSE isn’t trading like utter trash in this market has his head up his ass. That said, if Joe and dum dum can put on a good show this stock will rock. Everyone is looking for the next big thing.
$EOSE, the good news is our lil EOSE has fallen in love. The bad news is it’s with the 50 day moving average. My bet is EOSE dumps that ugly $&ch and finds her true love, Prince Charming- the 200 day currently residing at $2.20.
$EOSE, I’ve been waiting for a day like today (Nasdaq futures down 1%) so I can watch EOSE and see how strong my lil baby really is- I feel like maybe it’s the 1st day she can walk by herself… let’s see.
$EOSE, I thought George made the most insightful comment on the Space: if there’s so much value why a) no insider buying (forget Joe how about a board member?!); b) why sell 1/3rd of your co for .80, ATL; c) why no interest from bigger players I.e. utilities
$EOSE, well this pretty depressing BUT all is not lost. I’m not particularly long but for those that are remind yourself why you bought in. I think it’s wise to counter that with realistic negatives, the pros and cons so to speak. So list them.
@srvc76
I enjoyed your spaces last night (I live in Italy so good morning). Sorry if we got off on the wrong foot. I think
@x_times_1
was great and the info useful. If anything, I can say this: the govt, for now, has their back. What changes w/a new admin …
$eose, due to the utter ineptitude of mgmt by the time they are done with the ATM they’ll be 300 million shares out. If you dreamed of EOS being a billion dollar co, in that rather improbable case, the stock will be … drum roll $3!
@IdrisAOni1
@JustLuai
@IjazTheTrini
A few days ago, a Muslim screaming Allah Akbar stabbed a few innocent tourists in Paris. Please cite me one other time in recent memory wherein someone (a civilian) in the name of their lord killed some innocents in the street. Why is this a Muslim phenomenon
$EOSE, on Joe and co smacking that ATM. It does sort of make sense timing wise. He can’t do it w/price under $1 and clock ticking on delisting. So he lists some photos, engages in some small chat, gets it over $1 and then whack a mole. But who knows.
$EOSE, I’m back in Zoo York and what a nice surprise to find our little baby up 7%! Hello!!! Bitchez today is the day. Jordan!!! Get ready. Ohhhhh $AMSC….😳
$EOSE, it seems i created a shit storm. Good! Look, this co has been in a downtrend basically since going public. There are legitimate delisting fears given how things are. They guided 2023 rev for $30-50 mill they did ~ $10 w/a Q to go.
$EOSE, nobody on the bid. It looks like a photo of a battery by the CEO just isn’t enough. That said, god forbid they actually buy some shares…. Watch what they do not what they say.
$EOSE, for now the projected
#s
are secondary to this stock. It’s more of a story stock imho. Yea, the
#s
will be relevant once and if things start cooking. For now, we just need an order I.e., Pine Gate, we need to see clarity on financing and DOE.
$EOSE, I’ve invested alongside Point 72 in the past and have both made and lost money so it’s not in any way conclusive but the fact that Mr. Cohen added to his position last Q, at least from what I have seen, is encouraging.
Production tax credits. That’s not particularly expensive. My guess is they find financing (sell or use tax credits as collateral, keep hitting ATM, debt and/or combination) AND assuming the line hits w/no great problems you have a winner.
$EOSE, In the post-earnings conference call, CEO John Ketchum expressed confidence that Republicans would not follow through on threats to repeal the Inflation Reduction Act - President Biden's climate law - if they win this year’s election.
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$EOSE, another lesson, imho the MACD bearish cross is a pretty damn indicator! It crossed a few days ago… on a positive note, sometime a CEO needs to be punched in the face to fucking wake up.
$EOSE, landowners are pushing back on Pine Gate and their solar farm development. This sounds like bad news but it’s actually good news. A non flammable solution is certainly an attribute that can allay community concerns.
$EOSE, I bought $NEE with the director at $56. He bought a million bucks worth. Up $5 since and not selling. Once again I thank EOSE for an industry trade. Great industry EOS is in … horrific company
@IAPonomarenko
Let’s assume Tucker thinks himself a journalist. As such, one would think he defends journalistic integrity. If so, how does he not badger Putin about his US comrade, the journalist for the WSJ unjustly imprisoned by Putin?
$EOSE, I’m going off on $PPSI b/c it’s related to $EOSE. If you don’t want to hear about it, move on. But I think this is a 3 bagger this year. I found the co looking for transformer cos, electric grid infrastructure as they’ve all been ripping.
$EOSE, the gig is up with DOE “conditional” loans. They announced them to enable the targeted companies to shore up their balance sheets w/equity offerings. It was the DOE’s attempt to help w/o actually committing any funds. But now everyone knows.
$EOSE family in my never ending search for GRID stocks I’ve come across this stock $PPSI. Let me know your thoughts. I’ll give a little background. 10 million shares out, CEO owns 10 million, no debt and ~ $8 million cash w/a $50 million mkt cap (con’t)
@wiethodler
@swarthyadvrsary
@Zerosumgame33
@x_times_1
@JoeMastrangelo8
For what’s it’s worth, I had a huge position in a small cap name 5 years ago. Similar to $EOSE it had balance sheet issues. I’d talk regularly with the CEO begging for more communication. He refused. Didn’t want to appear desperate. Stock went from $3 to $12.
$EOSE, I want to apologize to the $EOSE family. I have a hard time with losing positions. That’s why I don’t have many. With that said I just want to say “sorry” and Jigar GO FUCK YOURSELF and you too JOE! Peace!
$EOSE, my last rant: I’ve don’t this a long time. I’ve learned not to pretend I know more than the market. I’m not talking day trading but hanging on to stocks for months and years watching them go down thinking the catalyst is around the corner.
@stoolpresidente
$EOSE looking like a pie out of New Haven…. It’s no deep dish bullshit. It’s got 0 flop and the under carriage bitch is zinc bromide burned…
$EOSE, the one person I look for when it comes to insider buys is the CFO. He’s the $$ guy. Nathan, the CFO of EOSE owns a whopping 35,000 shares as of 10/29/23. I have ~ 3x that. Now I think he’s the dummy who blew this. So…..
$EOSE, the most EOSE thing would be we begin to finally show some life right when the markets have peaked. As a Pitt fan nothing would be more appropriate