LM @lm__capital Twitter profile

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@Ramkishor_5la

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@lm__capital

1 month

@sweatystartup Popular opinion. You’re a moron!

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@lm__capital

2 years

I’m not flexing a @RR_BAYC to pretend I own an ape. I could’ve just right clicked saved any ape I wanted. A RR/BAYC means so much more. This goes much deeper. Censorship, web3, art, ownership, blockchain, symbolism and honesty. @BoredApeYC

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@lm__capital

2 years

Listening to. @guyoseary speak in this space has convinced me even more that there is something very shady about BAYC.

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@lm__capital

2 years

@sibeleth In culture we trust!

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@lm__capital

3 months

@BitcoinMagazine That’s an old mining reward. Probably just found it on an old computer

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@lm__capital

2 years

@yugalabs Of course the guilty party is not actually addressing any of the claims and just trying to lawyer up. If all of these claims are false and slanderous then why not just provide the evidence against them???

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@lm__capital

7 months

$EOSE Putting a bunch of you whining babies on mute for the next 6 months. Flip flop from bull to bear based on daily price action. if you're a real investor then you know the investment thesis will take 12-24 months to play out. If not then you're just a trader trying to make

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@lm__capital

26 days

$EOSE $ASTS Eos and AST both Did $900,000 last quarter UBS are estimating AST to be doing $1.8B in rev by 2028 Eos is expected to do between $1-2B in rev in 2026 Eos is at its inflection point. $20 price target for 2025

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@lm__capital

6 months

$EOSE

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@lm__capital

2 years

@Helloimmorgan Explain this then?

ZachXBT

@zachxbt

3 years

1/ Here is a thread on @Helloimmorgan a NFT influencer and how she has consistently deceived her audience.

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@lm__capital

3 months

$EOSE Going concern risk is now 100% done. They're not going bankrupt. Have Billions in the pipeline that can now be unlocked. 4 lines by 2026.

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@lm__capital

1 month

$EOSE CERBERUS IS THE REAL DEAL!!!! They did a colonoscopy on $EOSE

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@lm__capital

2 months

$EOSE This is what you call re rating. Strong price movement on the back of institutional buying. I think we get a bit of resistance above $2. However, the DOE announcement should see us move through that quickly. I have been looking at some comparables such as $ENVX $FLNC

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@lm__capital

1 month

$EOSE Occam's Razor. The most simple explanation is exactly what Joe said on the call. "I think around closing the DOE loan, it's important for everyone to realise that we had a major change in the capital structure of this company a little over 30 days ago, which have required

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@lm__capital

10 months

@StockSavvyShay $eose is going to be a crazy story once they get their first automated line up and running in Q2. Hiring like crazy. Massive credits available from the IRA. Fully vetted by the department of energy and ready to revive their $400M loan from them.

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@lm__capital

4 months

$EOSE FAT SAT DOE Orders Revenue Profit Retire

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@lm__capital

7 months

$Eose is a multi billion dollar company in the making.

Joe Mastrangelo

@JoeMastrangelo8

7 months

Here she comes…downstairs with the team decommissioning the Gen2.3 manufacturing line to prepare the future home of the SoTA manufacturing line from ACRO…better never stops.

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@lm__capital

6 months

$EOSE PINEGATE They are expected to sign a MSA within the next 3 weeks. How will the market react if the MSA comes in larger than the 500MWH that the MOU stated Eos sitting on 1.9GWh in late stage approvals. Some announcements are coming and I believe we will see a very

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@lm__capital

7 months

$eose is going to be a multi bagger. Hop on board before it’s too late!

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@lm__capital

3 months

$EOSE Honestly from the tone of the call. Its sounds like they have so much lined up over the next 12 months. No more liquidity issues. Just build a shitload of batteries. and by the tone it sounds like there is a TON of demand

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@lm__capital

8 months

$EOSE 2 Lines completed by end of 2024. 4 Lines completed by end of 2025 Will have the full 8 GWh running in 2026 Dilution is done. DoE loan to close in Q1/Q2 Rates have stabilised and reduce at some point in 2024 I think year end stock price at $5 This year sets up an

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@lm__capital

3 months

$EOSE My thoughts on Eos going forward. Yesterday's announcement was very exciting and I believe was the final key in the Eos puzzle. I think the deal was a requirement to sure up the balance sheet for DOE conditions. With the completion of SAT likely this week also I believe

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@lm__capital

30 days

$EOSE The more I read this slide combined with the language used on the call I think this Eos & Cerberus partnership is HUGE!!

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@lm__capital

3 months

$EOSE This is why I am so deep in EOSE. They are going to rapidly compound their revenue over the next couple of years. '22 = $17.9m, '23 $16.4m. Forecasting at this stage $60-$90 million for 2024 and $400-$800 million in 2025 and upwards of $2 BILLION in 2026. They are weeks

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@lm__capital

9 months

$EOSE I'm setting my 2024 Eos target at $8.78 Given so many positives are going to materialise in H1 of 2024 along with a very bullish macro backdrop.

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@lm__capital

7 months

$EOSE is so close to having ticked all the boxes ✅ I still think the market is asleep on this name. Watch the market quickly re rate $eose on: - ACRO line 1 acceptance - DOE loan closure - announcement of larger order. These could all happen very quickly and catch the

ACRO

@AcroAutomation

7 months

EOS is back with some key partners today checking out SOTA Line 1.🔋🔋⚡️⚡️

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@lm__capital

10 months

$eose I still find it funny how many retail are so glued to the stock price as if that represents the company. And how many people think that the company should be releasing comms every other day to inflate the price. Let the company do their job and that’s building energy

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@lm__capital

2 months

$EOSE 🚨 🚨SAT IS DONE!!!

Eos Energy Successfully Launches Commercial Production on First State-of-the-Art Manufacturing Line...

Company achieves critical Project AMAZE manufacturing milestone to meet future demand for long duration battery storage TURTLE CREEK, Pa., July 01, 2024 (GLOBE NEWSWIRE) -- Eos Energy Enterprises,...

investors.eose.com

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@lm__capital

9 months

$eose

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@lm__capital

4 months

$eose Revenue projections - 2024 $60-$90m - 2025 $400-$800m - 2026 $1b-$2b Market cap today $133m $602m in backlog Positive catalysts to come over the next 2qs -FAT Q2 -SAT Q2 -DOE loan

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@lm__capital

7 months

$eose Price does not equal value. It's important not to conflate the two. Come to your own conclusion to what you think the company is worth and the timeframe in order for that to occur. I have always had an end of 2024 as my inflection point. I expect to see: 1. DOE loan

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@lm__capital

6 months

$eose Pinegate will sign an MSA this month and the market is going to love it.

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@lm__capital

10 months

$eose I just had a chat with some very big EOS investors and guys on the street. Confirmed my suspicions and thesis Should hear about it in the strategic call. Very bullish Wow!!

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@lm__capital

2 months

$EOSE Absolutely bullish candle today. complete reversal off the 1.27 level. Very strong sign with solid volume to back it up.

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@lm__capital

3 months

$EOSE The last 6 months makes a lot of sense now. Joe and Nathan knew they were cooking this deal up. Was all about getting this over the line.

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@lm__capital

10 months

$EOSE Monthly target $21.80

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@lm__capital

3 months

$EOSE will be a $10 stock by end of 2025. The next 12 months are going to be transformational.

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@lm__capital

3 months

$EOSE Few big catalysts coming up. All have potential to bring some strong tailwinds into the 2nd half of the year. - June 5 Stifel cross sector insight conference - June 12 Evercore clean energy summit - Next 4 weeks SAT - next 8 weeks? DOE loan conditions met and loan

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@lm__capital

2 months

If anyone is looking at $tsla energy numbers. $eose is a no brainer investment

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@lm__capital

3 months

I believe $EOSE is in such better shape than it was 12-15 months ago when it was back at $1. It then did 500% from Dec ‘23 to Jun ‘23. We now have the SOTA line 1 about to complete SAT. About to unlock the $500 DOE loan. This in turn unlocks the floodgates to build further lines

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@lm__capital

6 months

$EOSE Eos is coiling up. This is by far the longest that Eos has ranged. The longer a stock trades in a range the larger the breakout. I don't think it would be hard for $eose to break to $2.09 on news of a commercial loan or even the signing of an MSA.

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@lm__capital

1 year

$EOSE Still a strong, unbroken uptrend since the lows of December '22. Looking to see a nice bounce off the uptrend back up to 3.25 range.

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@lm__capital

28 days

$EOSE

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@lm__capital

7 months

$EOSE For reference Project Hestia under Title 17 loan - Conditional commitment on April 20 2023 - Closed loan 28 September 2023 - 161 days Advanced Clean Energy Storage under Title 17 loan - Conditional commitment April 26 2022 - Closed Loan 8 June 2022 - 44 Days $EOSE -

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@lm__capital

2 years

RR/BAYC will flip BAYC and will be a historic moment

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@lm__capital

10 months

$EOSE 1/n I am really questioning the stupidity of some people and the constant mgmt bashing. Did you really think that in the 2 months post DOE loan that mgmt would ink 40 GW in deals, have a fully automated line complete, billions of cash in the bank?

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@lm__capital

10 months

$eose Updated back of the napkin with 200m fully diluted shares Even if they get delayed a few months. Add another 40m shares and 100m in debt. It doesn’t really change the 2026 number. Still a $20 stock imo

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@lm__capital

3 months

Great Podcast by @PrestonPysh and @LukeGromen Great chat from 22min regarding energy. The market is sleeping on energy usage and storage. $EOSE $FLNC Macro Outlook Q2 2024 w/ Luke Gromen (BTC184) via @YouTube

Macro Outlook Q2 2024 w/ Luke Gromen (BTC184)

Luke Gromen discusses the macroeconomic outlook for the upcoming year. We cover the Fed/Treasury cap on USD, UST yields, potential changes in housing inflati...

www.youtube.com

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@lm__capital

1 month

$EOSE Wow! Cerberus brought them the new 960MWh customer. What a partnership this is going to be

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@lm__capital

2 months

@drkomanduri @elizaorlins It shouldn’t even be up for question. He is in absolutely no shape to be leading the united states

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@lm__capital

3 months

$eose This is just the beginning. Trading volumes are still minimal. I don’t think people are prepared for when the real volume pick up again. Eos is still a blip on the radar. When the market starts waking up to the real value Eos can move 50% plus overnight

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@lm__capital

3 months

You're not bullish enough on $EOSE

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@lm__capital

3 months

$EOSE ✅1.27 Stock is re-rating. SAT and DOE are still to come. Let me repeat. We still have a $500mm deal still to come. 1.5-1.8 is the next zone. And there isn't too much resistance to get there.

LM

@lm__capital

3 months

$EOSE ✅Close above the point of control at $1 ✅Close above the 100 SMA Next point of volume comes from 1.13 on the lower side of the purple box. Saw resistance around there today. - Want to close above 1.13 and then 1.27

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@lm__capital

3 months

$EOSE Didn't catch the @OBGInvestments space but just gave it a listen. Good to see everyone bullish again. Hard to say whether EOS is part of a consensus trade this week. It's certainly leading the bunch (+34%) this week. But the I think the notional volumes are still a bit

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@lm__capital

11 months

$eose 1/x Remember Eos expects to do 8 gwh end of 2025. That’s 2 years away. We are going to find out a lot of information over the coming months as to how the fully auto line is going. The revenue will be in the billions if Eos hits this target.

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@lm__capital

6 months

$EOSE Should have FAT and Pinnate MSA done within the next 24 days. 2 very positive milestones

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@lm__capital

3 months

$EOSE It cannot be UNDERSTATED that ALL UNCERTAINTY is now off the table. This has been plaguing the company for a long time now

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@lm__capital

1 month

$EOSE Cerberus is the real deal. This was one of the biggest take aways from the call today. These guys are serious and bring so much to the table for Eos. I have no doubt that they see EOS as one of the biggest players in the energy storage market in years to come. Cerberus

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@lm__capital

3 months

$EOSE The market is asleep on the volatility that Eos is going to experience after SAT & DOE. Throw in the possibility of some extra financing deal too and we are going to see some explosive action as the going concern risk is completely mitigated.

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@lm__capital

10 months

$EOSE investors Something stinks. These guys go from bull to bear, back to bull and back to bear all in a very short space of time. EOS has released nothing material! Be very careful who you trust on the internet as it’s not always as it seems

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@lm__capital

1 month

$Eose Simple unit economics for each line. Each line costs between $40-50mm. Crazy that the PTC will alone fund each line. 💵 🖨️

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@lm__capital

2 years

Playing with fire 🔥listing your FTC under 1 eth. Its a pretty simple equation. #paperhands

For The Culture

@nftftc

2 years

Still have your FTC listed under 1 ETH? Good luck on the game.

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@lm__capital

4 months

$EOSE Some Take aways Very Bullish on the rest on 2024 and into 2025 - The Company expects to recognize $60 million to $90 million in revenue as state-of-the-art (SotA) manufacturing line 1 is expected to complete Site Acceptance Testing (SAT) in Q2 2024. The Company then

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@lm__capital

2 months

$EOSE On track for the highest weekly volume ever

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@lm__capital

3 months

Big day today $eose - 8:30am CPI -1PM Eos at EVERCORE ENERGY conference - 2pm FOMC rate decision - 2:30 pm Powell press conference If CPI isn’t too hot and some dovish commentary around rates we could see another ripper of a day for $EOSE Can we go for the 3peat and crack

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@lm__capital

2 months

$eose Market psychology case and point. Someone who has been so bullish about EOS and LDES but can’t stomach the volatility or has a long term view. IMO the time to sell was a long time ago. All the tailwinds and starting to build now and the EOS story is completely de risked.

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@lm__capital

1 month

$EOSE Im so bulled up right now. Massive inflection point right now for EOS

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@lm__capital

10 months

$eose Institutional changes Net increase of 7million shares More institutional investors Good sign

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@lm__capital

9 months

Honestly I’m pretty bullish listen to the $eose call

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@lm__capital

4 months

$eose Eos is one announcement away from being $2 again. Financing secured. No more dilution. There is just no buying pressure at the moment from any significant money. It’s all waiting on the sidelines for the company to bridge itself to the DOE loan.

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@lm__capital

3 months

$Eose I try to look at things very simply. There is a multi billion dollar company in the making given the size and demand of the LDES market. Eose is ticking all the right boxes and making the right moves to be a big player on this space

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@lm__capital

4 months

The $Eose short squeeze will be a sight to see. $licy popped 200% on a 75mm convertible note with 9% short interest. What happens to $Eose after FAT, SAT and a $500m DOE loan. I personally think a run back to $2

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@lm__capital

10 months

@srvc76 The Eos team know more about their finances than a bunch of people on twitter

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@lm__capital

19 days

$EOSE is so far ahead of its competitors it's not even a competition. - Eos is the first mover. - Guiding 60-90mm Rev for 2024 (min 400% YoY) and I estimate north of $400m for 2025 (another 400% minimum YoY revenue growth) - Contribution positive by end of 2024 - Positive

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@lm__capital

10 months

$EOSE D1 Close below 1.24. 0.96 is a target🎯 for me now. Will be looking to add significantly to my position below 1.15 For disclourse I haven't sold a single share. I'm sticking my my EOY 2026 target

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@lm__capital

2 years

@yugalabs #BURNBAYC

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@lm__capital

1 month

$EOSE + Cerberus

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@lm__capital

10 months

$EOSE 1/2 Current levels I'm watching on the 1H. Yellow levels are HTF White levels are LTF 1.12 key LTF support. Below this is 0.955 a very key HTF support. Very possible to get a sweep of liquidity below 1.12. Expecting some volatility heading into 12/12 I think the outcome

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@lm__capital

10 months

$EOSE will be a Billion dollar company end of 2024 Rates will come down early '24 and deals will start flowing again. The whole energy storage sector is ready to run. $IWM $FLNC $STEM $GWH

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@lm__capital

30 days

$EOSE Cerberus would not be making statements like this if they didn't think the DOE was a net certainty

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@lm__capital

8 months

How I feel buying more $EOSE

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@lm__capital

10 months

$EOSE 🧵 Going back through the last Q3 presentation to try and pull out what I think are extremely import factors to remember about Eos going forward

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@lm__capital

10 months

Had a dream last night that made me even more bullish. Going to update my model. Mind blown 🤯 It’s basically guaranteed that EOS will be a $50 stock by 2026 Going to buy a billion shares today @PoweredByEos $Eose

LM

@lm__capital

10 months

$eose I just had a chat with some very big EOS investors and guys on the street. Confirmed my suspicions and thesis Should hear about it in the strategic call. Very bullish Wow!!

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@lm__capital

10 months

$EOSE $STEM $FLNC Energy Storage is going to accelerate over the next 5 years

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@lm__capital

1 year

The research @Zerosumgame33 and others has done on $eose is astonishing! I still believe this investment is so early. Last area of resistance is $4 A big DOE announcement along with other +ve news and a break of $4 I see an easy run to $8

LM

@lm__capital

1 year

$EOSE Big Picture (1/2) 1yr + accumulation between $1-3. Pushing up on the $3 resistance again now. Massive Tailwinds on the horizon. DOE Loan imminent 800m new orders New Z3 tech expansion Est EBITDA profitable '24 Russel inclusion Massive TAM

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@lm__capital

3 months

$EOSE break 1.5 and we run fast

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@lm__capital

8 months

I’m eating $eose for breakfast lunch and dinner unless someone can really convince me that they won’t hit their 2026 projections.

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@lm__capital

10 months

$eose I personally don’t see anything negative or positive from the call. It was completely as expected. It always has been a 2026 story and needs at least until Q2 24 to materialise. Nothing new. Retail capitulated once again.

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@lm__capital

2 months

$eose Essentially what is happening 2.09 is next

LM

@lm__capital

6 months

$EOSE Eos is coiling up. This is by far the longest that Eos has ranged. The longer a stock trades in a range the larger the breakout. I don't think it would be hard for $eose to break to $2.09 on news of a commercial loan or even the signing of an MSA.

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@lm__capital

1 month

$EOSE So Cerberus is involved now in the negotiating of the DOE loan.

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@lm__capital

2 years

@the_x2y2 @RR_BAYC @yugalabs @ryder_ripps Web2

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@lm__capital

28 days

$EOSE Is there any chance the DOE loan for Eos gets upsized?

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@lm__capital

5 months

$EOSE has been trading this range since back of November. Very strong demand at the $1 zone. First area of resistance is 1.12 and major area of supply at 1.26 area. Funding Funding Funding!!! We need material information for the stock to break this range. Mr market wants

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@lm__capital

3 months

$EOSE I want to see some form 4s

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@lm__capital

10 months

$Eose Super bullish. Time to sit back and relax. See you all in 2 years

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@lm__capital

2 years

@illaDaProducer When are you going to apologise to @Pauly0x

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@lm__capital

9 months

$eose Multiple terms sheets for debt and equity financing received in recent weeks. Expect to hear something soon!!!

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@lm__capital

30 days

$EOSE BloombergNEF predicts that the US energy storage capacity will reach 200 GWh by 2026 From the last presentation point 8 : With Cerberus’ involvement and support, Eos as a first-mover could potentially capture a meaningful share of a non-lithium market; Cerberus estimates

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@lm__capital

3 months

$EOSE This is all sounding very bullish

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@lm__capital

9 months

$EOSE 1.5 area is a big zone. Lots of tailwinds however so expect we move above this area quickly. I think we trade unto the 2.5 area

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