🔋Greg🔋💎🤲 ✓

[image] The Redbird project is roughly twice as big as the below, and the half of the project was delivered by Eos ($eose) in Q2 (alone). Might be fully delivered by now. Eos is turning into a powerhouse before our eyes!

[image] $eose This is very roughly $1B of pilots for 10 hr LDES. I repeat "pilots"!

[image] $eose It isn't too late to do a PR related to having shipped 1GWh of Z3 cubes! My math says that happened in Q2. It really is a big deal and worthy of a PR!

[image] $eose Why this matters: - these cubes shipped at least 3 months ago [Gilbert posted on LinkedIn about that] - presumably they have cycled either on Idaho or Hawaii by now? - the circuit boards in the picture are the larger DawnOS ones [the older ones were much smaller] -

[image] $eose #felt It seems I didn't post new charts for Q2 final. Here you go. Note that even though H1 2026 production exceeded Full year 2025, felt imports for H1 2026 were lower than for full year 2025.

[image] $eose If Line 2 is indeed a 4GWh/yr line: Line 2 fully ramped is the equivalent of Line 2+3 in the original Project Amaze plan. And Line 1' fully ramped is the equivalent of Line 1+4 in the original plan. Quit counting lines and count GWh. I still see $eose exiting 2027 at

[text] $eose ✅ MN8 ✅ TALEN ✅ TURBINE-X ✅ CAPAC ✅ FPUSA ✅ STELLA ✅ BIMERGEN ✅ FP UK ✅ DoW GOLDEN DOME ⏹️ NYSERDA BNY ⏹️ META ⏹️ GOOGLE ⏹️ AMAZON Most of the checks are less than 12 months old. And yet the SP is in the tank. I don't see it staying there

[image] If you had a negative $eose voice in your head saying Ofgem and Frontier UK would drop the $eose Z3 portion of the Cap and Floor projects: Read this and realize your fears were totally unfounded!

[text] If you sold your $EOSER, it isn't too late to buy them back and exercise! My plan: - exercise 100K $eoser for $39k - receive ~7000 $eose - receive ~3000 $eosew - sit on my hands until share price hits $100 - sell the shares plus warrants for $1mm ===== It's not too late to

[text] Reminder for $eose folks If you exercised your RO, your choice is in the green today! Share Price: $4.35 Warrant: $2.95

[image] $eose Tomorrow's headline PR is to expand the 2GWh FPUSA capacity agreement? First 2GWh agreement is weeks old and now 90% "selected". We don't know when the orders beyond Redbird will hit, but Wildfire is also supposed to be a 2026 project. $eose will have to truly ramp Line

[text] $eose I think the spearfisher just said the demand for $eose shares is going to explode on Wednesday! I am so looking forward to the next few weeks: - post RO - Aug 5 call - NYSERDA? - FPUSA formal Wildfire order? - progress on Stella? I'm putting my self down for a day off

[image] $eose is Line 2 a 4GWh/yr line? ==== @eosesetu98 brought a short 11 second June 16 SAT video to my attention. He argues Line 2 is setup for 4 GWh/yr of production. I have watched the video and disected it. 4 GWh/yr basically requires a 6 or 7 second cycle time and a very

[image] Updated $eose felt charts. The orange bar continues to be my favorite. I realized just now that I was using only FG manufactured for felt consumption. Since Q2 had a $10.5mm WIP build, that felt wrong. I reworked the calculation for the orange bar to assume all WIP is Z3s.

[image] I have seen numerous $eose comments that they will need to raise $100mm plus in cash over the next 18 months. I put this PTC spreadsheet together based on what I expect in quarterly MWh finished goods production and PTC generation. $150mm of highly liquid asset by the end of

[text] $eose Re: raw materials logistics $eose has empty tubs arrive on pallets. 27 tubs per pallet. At 10 seconds per cycle, they burn through a pallet of tubs every 4 1/2 minutes. Turtle Creek moves those pallets around by forklift and elevator. It seems unlikely that the tubs

[text] I never forwarded out this result. We are a surprisingly bullish group! $eose

[text] Basically breakeven for EOSER exercisers at the Friday close $EOSE: $4.15 $EOSEW: $3.46 Combined total: $5.67

[image] $eose I don't think I updated the charts with the below. See attached and note this was only 1/2 way through Q3. If felt deliveries in the 2nd half of Q3 are like the first half, it is going to be a huge quarterly record of felt deliveries:

[image] $EOSE felt Blue lines growing. Nothing to contradict my hope that Q3 is significantly above Q2. I admit to hoping the Q3 deliveries would have been even higher than this. We will have to see what Sept brings.

[text] $eose I don't get too bummed by the share price. I care far more about the fundamentals. And I am about as bullish on Eos as I have ever been. The company should be pumping out 500 MWh or more modules this quarter. I suspect 25% of that will go to WIP as they wait for their

[text] $eose On May 21 the Redbird sale to Cerberus was announced. John Mahaz would have almost certainly been immediately informed he had a customer for as many cubes as he could make in Q3. 6 weeks later almost 140 tonnes of felt arrived! That's on top of the 100-200 tonnes of