Ryan🔋 @ryanthawks Twitter profile

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Ryan🔋

@ryanthawks

2 years

Took delivery of our Model 3 this evening. Beautiful.

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Ryan🔋

@ryanthawks

1 month

$EOSE WE ARE A TIER 1 BESS SUPPLIER IN THE SAME LEAGUE AS TESLA CATL SAMSUNG IN THE MIDDLE OF A FUCKING ENERGY CRISIS WITH A NEWLY MINTED AUTOMATED LINE READY TO CRANK OUT $60-$90 MILLION IN REVENUE OVER THE NEXT 4 MONTHS AND WE HAVE ONE OF THE BIGGEST ALTERNATIVE INVESTMENTS

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Ryan🔋

@ryanthawks

2 months

$SOFI 🧵and why I believe it is one of the few rare birds in the market right now that is building an intangible brand asset and wide moat right before our eyes. Big thanks to @DataDInvesting , I wouldn't be anywhere close to understanding the huge potential in $SOFI without his

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Ryan🔋

@ryanthawks

5 months

$EOSE Greg Abel, who serves as the President and CEO of Berkshire Hathaway Energy, just noted that 4+ hour batteries are the way forward for storing renewable energy.

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Ryan🔋

@ryanthawks

7 months

$EOSE can’t believe there is such doom and gloom when are are an inch away from FAT/SAT and closing on DOE, with positive updates on progress and demand signals through the roof. 🤷🏻‍♂️

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Ryan🔋

@ryanthawks

1 year

@Zerosumgame33 Just like sellers in the mid/high $2s, in the $3s, now the $4s, they’ll be looking back, as many, many already have, wishing they never sold, but added, at all these levels. Same at $5, $6, $7 and so on. Either you understand the enormity of the potential here, or you don’t.

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Ryan🔋

@ryanthawks

3 months

$EOSE The one thing I have been pondering a lot and thinking about philosophically a lot lately, especially while taking walks, meditating, journaling, practicing general mindfulness, is... "Why in THE FUK didn't I buy more under $.80".

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Ryan🔋

@ryanthawks

8 months

@OBGInvestments I’m the one who had the idea green batts back in March ‘23 or so. My only significant contribution.

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Ryan🔋

@ryanthawks

1 month

$EOSE For those who don't know/understand the Cerberus milestones, here is the main language and understanding we have of what those are in the June 21st 8-K. Link to 8K: "The performance milestones include measures related to the Company’s automated

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Ryan🔋

@ryanthawks

1 year

@JoeMastrangelo8 congrats Joe!Many have said it. But sincere congrats and excited to move forward with your @PoweredByEos team and vision for a clean energy future!

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Ryan🔋

@ryanthawks

1 month

$EOSE Grok is pretty fun. I prompted "Image of Eos Energy Z3 BESS in city landscape". The first 20 times or so it kept generating images of $TSLA Megapacks ( @elonmusk bias?) but I finally got it to create this.

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Ryan🔋

@ryanthawks

1 year

@JoeMastrangelo8 just want to say imho you’re an exemplar of servant leadership to your team and the bigger vision. Thank you for engaging.

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Ryan🔋

@ryanthawks

1 month

$EOSE It is really, really simple, and been said: you do not bring a customer to a company if you're executing a LTO strategy, in fact it is literally the complete opposite of what you'd do as the acquirer; and you sure as fuck don't bring a customer that represents a large % of

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Ryan🔋

@ryanthawks

1 month

Congrats $PLTR and $HIMS holders!

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Ryan🔋

@ryanthawks

6 months

@xEBITDA @WholeMarsBlog 12.3 is night and day difference. I would have never subbed previous versions. But 12.3 drives better than I would, its scary how good it is.

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Ryan🔋

@ryanthawks

4 months

$EOSE Don't fall for worst case dilution scenarios until DOE disbursement. Same people spreading it are probably the same who drove the price down yesterday. Not hard to co-ordinate a sell-off with the SP where it is. Conveniently seem to be ignoring discussion in the ER call of

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Ryan🔋

@ryanthawks

4 months

$EOSE is it just me, or is anyone else feeling jacked to the tits over the next few weeks?

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Ryan🔋

@ryanthawks

24 days

$EOSE I think it is pretty simple for me: the rubber has to meet the road, now, in Q3; and by the end of Q3, if we haven't made appreciable progress towards $60 million in revenue, or solid evidence that they will reach their low end guide, I will reconsider my position.

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Ryan🔋

@ryanthawks

8 months

$EOSE after this, never tagging @JoeMastrangelo8 again, so the man can just focus on building the biggest non li-ion BESS company in the world. But did he just put the hammer down like a boss or what?

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Ryan🔋

@ryanthawks

7 months

$EOSE how many fintwit communities scour the internet for photos of bald, middle aged white men? 💀

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Ryan🔋

@ryanthawks

5 months

$EOSE we all know the automated line is the collateral for the loan required by DOE, and that $EOSE themselves set this CP because they had no other option. SAT gives ownership, this triggers funding. I personally don’t believe there are other CPs that they haven’t met, and FAT

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Ryan🔋

@ryanthawks

1 month

$EOSE Tier 1 battery suppliers: “These are the safe bets, these are the companies that customers will request." "BloombergNEF has developed a tiering system for stationary energy storage products. Based on deployment over the last two years, this

Storage providers face bankability challenge as customers prefer Tesla, other tier 1 battery...

Diversifying the energy storage supply chain means increasing trust in more manufacturers, industry officials and analysts warn.

www.utilitydive.com

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Ryan🔋

@ryanthawks

7 months

$EOSE Most of us wen loan closes/funding, line 1 up and running, orders…

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Ryan🔋

@ryanthawks

5 months

$EOSE As @PoweredByEos gets closer to SAT and closing/funding of DOE loan, it will probably get even *weirder* on X... and it is already pretty f'ing weird right now.

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Ryan🔋

@ryanthawks

2 years

@Zerosumgame33 Perhaps the most important thread since 12/18/2022 as it clearly delineates the huge difference between MP1/Nevada and MP2/Lathrop.

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Ryan🔋

@ryanthawks

4 months

$EOSE the energy demand narrative is really starting to take hold in the market. I wouldn't want to try and time buying/selling one of the few battery energy storage system pure plays - in the entire market - that is only weeks away from having an automated line commissioned and

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Ryan🔋

@ryanthawks

8 months

$EOSE not doing a “RS”; big news is coming; we’ve underestimated the cashflow cycle relative to need for further dilution: we’ve given @JoeMastrangelo8 and @JigarShahDC too much shit. @PoweredByEos is the only non Li-ion BESS that can deliver on the HUGE DEMAND. All this is IMHO.

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Ryan🔋

@ryanthawks

1 year

@juniper1717 Actually, if you’re holding a significant amount of $eose, you pretty much feel all of those at once…

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Ryan🔋

@ryanthawks

7 months

$EOSE a tear came to my eye imagining those beautiful articulated robot arms lifting precious gray plastic tubs full of bromine 🥹

🔋 Eos Energy Enterprises, Inc. 🔋

@PoweredByEos

7 months

Back at @AcroAutomation running demos to test controls logic and robotics debugging! Happy Friyay!

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Ryan🔋

@ryanthawks

3 months

$EOSE It has been said by all the most knowledgeable, but just to reiterate and further help counteract the FUD by some, you don't launch commercial production on the SOTA - the actual headline - if you have not site accepted the damn line and took ownership. And there is no "DOE

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Ryan🔋

@ryanthawks

1 year

@elonmusk I came in late, did Elon mention $EOSE yet? Sorry if I missed it.

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Ryan🔋

@ryanthawks

1 year

@johnny85208429 @Zerosumgame33 @brynkahrl TD Cowen transcript June 9: Nathan says finalizing term sheet with lawyers. Say week of June 19-23 w/ UST, looking at July 24-28. But who knows. Ironically, at the end, when loan is imminent, most of us are now like whatever, idgaf, 😂😭

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Ryan🔋

@ryanthawks

3 months

$EOSE As we get imminently closer to SAT, and possibly therefore DOE close, clarity on capital strategy and DOE disbursement, I expect some crazy volatility. We could see a liquidity grab down to 0.68-0.70 worst case, but imo it would hit and be back up in a flash. There is some

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Ryan🔋

@ryanthawks

28 days

$EOSE Watch some PR hit after hours or premarket tomorrow.

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Ryan🔋

@ryanthawks

2 months

$EOSE Still blows my 🤯. Evercore, June 12: "So a 2 GWh line is $90 million a year in production tax credits. That's just the 45X credits, the $45 a kilowatt hour. So in terms of a return on your CapEx investment, you're getting almost double your CapEx back every year just on

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